BEALL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BEALL FOUNDATION (EIN 75-2850868)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349101725
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:05:41-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731535208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARK GEURKINK CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 McGee Dr Ste 101 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752850868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Beall Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAL | BusinessNameControlTxt |
| Phone | 8173991100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 Miramar Lane | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S BEALL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8173991100 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Mark Geurkink | PreparerPersonNm |
| PTIN | P00441772 | PTIN |
| Phone | 4053217575 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.164.207.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 15:49:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD1B0D3E40B80C45CBCFAF5002E7DF6DDE76CA3A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD1B0D3E40B80C45CBCFAF5002E7DF6DDE76CA3A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,152,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $228,508 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,719 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,719 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,719 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,591 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,591 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $518,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,989 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,989 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,989 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $240,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,299 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $973 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $973 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $973 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $973 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $60 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $28 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,061 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,061 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,238 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,795 | CashBOYAmt |
| Cash EOY | $86,901 | CashEOYAmt |
| Cash EOYFMV | $86,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $344,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $344,165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,629,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,327,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,721,705 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,679,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,758,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,152,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,679,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,758,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,679,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,758,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,679,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,758,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,679,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,780,475 | SubtotalAmt |
| Other Decreases | $21,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,758,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Amerigas Partners | 2012-07-05 | 2016-12-16 | $110,389 | $93,741 | $16,648 | $16,648 | |
| CRESTWOOD EQUITY PARTNERS | 2012-09-13 | 2016-12-29 | $23,825 | $48,870 | -$25,045 | -$25,045 | |
| ENERPLUS CORP | 2007-06-20 | 2016-12-28 | $17,054 | $76,481 | -$59,427 | -$59,427 | |
| NORDIC AMERICAN OFFSHORE | 2014-07-23 | 2016-12-12 | $110 | $553 | -$443 | -$443 | |
| NORDIC AMERICAN TANKER | 2011-02-23 | 2016-11-21 | $36,990 | $91,652 | -$54,662 | -$54,662 | |
| PIMCO HIGH INCOME | 2012-02-16 | 2016-11-18 | $61,240 | $93,652 | -$32,412 | -$32,412 | |
| SUBURBAN PROPANE | 2012-09-13 | 2016-12-05 | $13,766 | $26,256 | -$12,490 | -$12,490 | |
| WESTERN ASSET MANAGER | 2012-05-16 | 2016-10-25 | $38,583 | $50,257 | -$11,674 | -$11,674 | |
| WEYERHAEUSER | 2012-06-21 | 2016-12-01 | $99,189 | $75,589 | $23,600 | $23,600 | |
| SECTION 1231 GAIN/(LOSS) | $981 | -$981 | -$981 | P | |||
| PTP GAIN/(lOSS) | $88,072 | $88,072 | $88,072 | P | |||
| CAPITAL GAIN DISTRIBUTIONS | $4,470 | $4,470 | $4,470 | P | |||
| CAPITAL GAIN FROM K-1 | $25,241 | $25,241 | $25,241 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,103 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $321,017 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,066,822 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.155319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $251,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,289,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109634 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,120,612 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,840 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,729,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,452,196 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052403 | DistributionYr5Rt |
| Total Distribution | 0.454312 | TotalDistributionRt |
| Average Distribution | 0.090862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,975,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,785 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $1,035 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEALL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173991100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT S BEALL | ||||||||
| 5300 MIRAMAR LANE | COLLEYVILLE | TX | 76034 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY A BEALL | ||||||||
| 5300 MIRAMAR LANE | COLLEYVILLE | TX | 76034 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FALLIS A BEALL | ||||||||
| 5300 MIRAMAR LANE | COLLEYVILLE | TX | 76034 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $240,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,765,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,006,041 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,006,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,975,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,005 | TotalTaxAmt |
| Distributable Before Adj | $97,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,785 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $88,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $448,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,992 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $490,104 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $490,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $88,941 | ExcessFromYear3Amt |
| Excess From Year2 | $139,331 | ExcessFromYear2Amt |
| Excess From Year1 | $219,840 | ExcessFromYear1Amt |
| Excess From Current Year | $41,992 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S BEALL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT S BEALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173991100 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| First United Methodist Church | ||||||
| 1000 Church St | Colleyville | TX | 76034 | Church | UNRESTRICTED | $33,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||
| 100 TIMBERDELL RD | NORMAN | OK | 73019 | FDN | UNRESTRICTED | $23,200 |
| BETA THETA PI FOUNDATION | ||||||
| 800 CHAUTAUQUA AVE | NORMAN | OK | 73069 | FDN | UNRESTRICTED | $80,000 |
| TEXAS HEALTH RESOURCE FOUNDATION | ||||||
| 612 E LAMAR BLVD | ARLINGTON | TX | 76011 | FDN | UNRESTRICTED | $1,000 |
| GLOBAL HANDS OF HEALING | ||||||
| PO BOX 54786 | HURST | TX | 76054 | 501(C)3 | UNRESTRICTED | $500 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 501(C)3 | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,719 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,591 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,989 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$39,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,196 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,196 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Activity used to generate income for charity donations. |
| 4 | activity used to generate income for charity donations. |
| 7 | activity used to generate income for charity donations. |
| 8 | activity used to generate income for charity donations. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT S BEALL | ||||||
| 1 | 5300 MIRAMAR LANE | COLLEYVILLE | TX | 76034 | $223,708 | Yes (X) |
| FALLIS A BEALL | ||||||
| 2 | 2204 FAIRWAY DRIVE | DUNCAN | OK | 73533 | $4,800 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 7773 | StockNm |
| EOY Book Value | $1,327,503 | EOYBookValueAmt |
| EOYFMV | $1,721,705 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP LOSSES | $20,659 |
| NON-DEDUCTIBLE EXPENSES | $88 |
| FEDERAL INCOME TAX EXPENSE | $1,159 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Charges | $10 | $10 | $10 | $10 |
| ROYALTY EXPENSES | $18 | $18 | $18 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalty Income | $50 | $50 | $50 |
| Other Investment Income | $3,939 | $3,939 | $3,939 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
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