ARDON AND IRIS MOORE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ARDON AND IRIS MOORE FOUNDATION (EIN 20-8090599)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-15
- IRS object ID
- 201712889349100701
- Schema version
- 2015v3.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-15T19:13:18-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455478868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON & WOLPERT CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEXINGTON ST STE 150 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761022744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208090599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARDON AND IRIS MOORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARDO | BusinessNameControlTxt |
| Phone | 8173382026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARDON MOORE | PersonNm |
| Person Title | PRES/TREASURER | PersonTitleTxt |
| Phone | 8173382026 | PhoneNum |
| Signature | 2017-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2017-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,801,257 | 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 | $758,656 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $895,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,667 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $675,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,052,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,007,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,007,312 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,774,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,495,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,504,083 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,593,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,593,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,289,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,419,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,095,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,801,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,419,816 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,095,752 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,419,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,095,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,419,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,095,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,419,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $675,936 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,095,752 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,095,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRUNSWICK CORP | P | 2014-06-30 | 2016-07-20 | $63,817 | $36,284 | $27,533 | $27,533 |
| CDK GLOBAL INC | P | 2014-06-30 | 2016-07-20 | $3,494 | $1,321 | $2,173 | $2,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,706 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,730 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,435,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $609,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,810,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089516 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $381,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,367,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $415,288 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,476,447 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064123 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $490,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,881,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083405 | DistributionYr5Rt |
| Total Distribution | 0.325285 | TotalDistributionRt |
| Average Distribution | 0.065057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,168,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $466,345 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $467,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,730 | SubtotalAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,303 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,303 | TotalPaymentsAndCreditsAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK A WILSON CPA | IndividualWithBooksNm |
| Phone | 8173328700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEXINGTON ST SUITE 150 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ARDON MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | PRES/TREASUR | 1.00 | $0 | $0 | $0 |
| IRIS MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | VP/SECRETARY | 1.00 | $0 | $0 | $0 |
| ARDON TUCKER MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,247,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,029,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,277,415 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,277,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,168,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,730 | TotalTaxAmt |
| Distributable Before Adj | $355,683 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $355,683 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $355,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,337 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,337 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $210,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,683 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $491,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $65,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,164 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $827,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,337 | QualifyingDistributionsAmt |
| Applied To Current Year | $210,337 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $145,346 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $145,346 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $682,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $345,654 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $336,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $65,547 | ExcessFromYear3Amt |
| Excess From Year2 | $271,164 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARDON IRIS MOORE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL SAINTS' EPISCOPAL SCHOOL | ||||||||
| 9700 SAINTS CIR | FORT WORTH | TX | 76116 | NONE | PC | GENERAL PURPOSES | $1,000 | |
| CORNERSTONE ASSISTANCE NETWORK | ||||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | NONE | PC | GENERAL PURPOSES | $54,525 | |
| FORT WORTH ZOO | ||||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| LONE STAR FILM SOCIETY | ||||||||
| 209 W 2ND STREET STE 284 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL PURPOSES | $5,000 | |
| MODERN ART MUSEUM OF FORT WORTH | ||||||||
| 3200 DARNELL STREET | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $1,000 | |
| PROJECTHANDUP | ||||||||
| 1516 OSPREY DRIVE 207 | DESOTO | TX | 75115 | NONE | PC | GENERAL PURPOSES | $93,812 | |
| TARRANT AREA FOOD BANK | ||||||||
| PO BOX 567 | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $1,000 | 2525 CULLEN ST |
| THE UNIVERSITY OF TEXAS | ||||||||
| PO BOX 7726 | AUSTIN | TX | 78713 | NONE | PC | GENERAL PURPOSES | $3,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | NONE | PC | GENERAL PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,337 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,665 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,667 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARDON IRIS MOORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN ST STE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $758,656 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 19,398 LEGACYTEXAS FINANCIAL GRP | NoncashPropertyDesc |
| Fair Market Value | $758,656 | FairMarketValueAmt |
| Received | 2016-11-21 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY, 113 SHS | $10,589 | $19,407 |
| ABBOTT LABS, 161 SHS | $5,050 | $6,129 |
| ABBVIE INC, 161 SHS | $5,476 | $9,789 |
| AGCO CORP, 1530 SHS | $89,551 | $85,374 |
| ALTRIA GROUP INC, 6811 SHS | $220,658 | $435,427 |
| AMN ELEC POWER CO, 172 SHS | $7,499 | $10,157 |
| APPLE INC, 2000 SHS | $236,759 | $221,040 |
| AUTOMATIC DATA PROC, 181 SHS | $9,181 | $17,380 |
| BRISTOL-MYERS SQUIBB CO, 230 SHS | $7,487 | $12,981 |
| BRUNSWICK CORP, 920 SHS | $64,304 | $46,110 |
| CARPENTER TECHNOLOGY, 1900 SHS | $117,686 | $67,963 |
| CARRIZO OIL & GAS, 1190 SHS | $79,344 | $50,384 |
| CDK GLOBAL INC, 60 SHS | ||
| CENTURYLINK INC, 264 SHS | $10,464 | $6,209 |
| CLOROX CO, 139 SHS | $10,451 | $16,063 |
| COCA COLA CO, 286 SHS | $10,531 | $11,540 |
| CONSOLIDATED EDISON INC, 186 SHS | $10,485 | $12,977 |
| DUKE ENERGY CORP, 115 SHS | $7,428 | $8,484 |
| ELI LILLY & CO, 153 SHS | $7,524 | $10,269 |
| EMERSON ELECTRIC CO, 197 SHS | $10,454 | $11,119 |
| ENERGIZER HOLDINGS INC, 800 SHS | $49,261 | $35,896 |
| EDGEWELL PERSONAL CARE CO, 800 SHS | $37,027 | $63,312 |
| EXXON MOBIL CORP, 119 SHS | $10,509 | $10,389 |
| FREEPORT-MCMORAN COPPER, 7800 SHS | $313,131 | $119,730 |
| HALYARD HEALTH INC, 15 SHS | $424 | $557 |
| KIMBERLY CLARK, 123 SHS | $10,021 | $14,220 |
| LEGACYTEXAS FINL GROUP, 19398 SHS | $758,656 | $761,565 |
| LOWE'S COMPANIES INC, 69 SHS | $2,433 | $4,868 |
| MCDONALD'S CORP, 117 SHS | $10,486 | $13,955 |
| MERCK AND CO INC, 171 SHS | $7,289 | $10,463 |
| NEW MOUNTAIN FINANCE, 17567 SHS | $260,659 | $249,451 |
| PEPSICO INC, 150 SHS | $10,473 | $15,015 |
| PFIZER INC, 295 SHS | $7,477 | $9,481 |
| PG&E CORP, 180 SHS | $7,500 | $10,584 |
| PHILIP MORRIS INTL, 88 SHS | $7,458 | $7,769 |
| PROCTER & GAMBLE CO, 151 SHS | $10,532 | $12,451 |
| REYNOLDS AMERICAN INC, 464 SHS | $11,354 | $25,103 |
| SOUTHERN COMPANY, 173 SHS | $7,509 | $8,100 |
| SYNOVUS FINANCIAL CORP, 3499 SHS | $31,047 | $48,388 |
| TARGET CORP, 171 SHS | $10,403 | $13,208 |
| WALMART STORES INC, 153 SHS | $10,544 | $10,776 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPS ALERIAN MLP ETF, 12453 SHS | AT COST | $196,333 | $153,919 |
| BLACKSTONE/GSO SEC TR, 856 UNITS | AT COST | $1,000,000 | $1,133,253 |
| ISHARES CORE US BOND, 7200 SHS | AT COST | $794,837 | $779,328 |
| ISHARES MSCI AUSTRALIA, 1950 SHS | AT COST | $250,373 | $194,180 |
| ISHARES MSCI EMERGING, 4700 SHS | AT COST | $199,221 | $166,850 |
| ISHARES SILVER TRUST, 2655 SHS | AT COST | $49,791 | $41,577 |
| MARKET VECTORS ETF, 1600 SHS | AT COST | $49,784 | $56,628 |
| MARKET VECTORS GOLD ETF, 20525 SHS | AT COST | $583,817 | $427,536 |
| SPIDER GOLD TRUST ETF, 3012 SHS | AT COST | $469,170 | $336,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,900 | Amt |
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