TEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATION (EIN 75-1762849)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349313668
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T19:33:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 CHERRY STREET SUITE 1400 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751762849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS & SOUTHWESTERN CATTLE RAISERS' | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8173328551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA W RILEY | PersonNm |
| Person Title | EXECUTIVE DIR. | PersonTitleTxt |
| Phone | 8173328551 | PhoneNum |
| Signature | 2017-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAELA J CROMAR CPA | PreparerPersonNm |
| PTIN | P00895728 | PTIN |
| Phone | 8178775000 | PhoneNum |
| Preparation | 2017-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-31 | IPDt |
| IP Tm | 10:48:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F443134CF856ADABD88748070CF002D5F9894249 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2CB79356F574514A610B555BECD6DB5659639D97 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA W RILEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,559,497 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATTLERAISERSMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, PROMOTE,PROTECT, AND SHARE THE HERITAGE OF THE LIVESTOCK INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $271,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $294,911 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,201 | CYProgramServiceRevenueAmt |
| PY Investment Income | $275,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $461,843 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,593 | CYOtherRevenueAmt |
| PY Total Revenue | $560,440 | PYTotalRevenueAmt |
| CY Total Revenue | $769,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $305,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $287,601 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $700 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,491 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $303,377 | PYOtherExpensesAmt |
| CY Other Expenses | $938,939 | CYOtherExpensesAmt |
| PY Total Expenses | $660,552 | PYTotalExpensesAmt |
| CY Total Expenses | $1,278,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$100,112 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$509,059 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,011,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,808,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $91,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $318,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,920,106 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,489,987 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WILL BUILD PLATFORMS TO PRESERVE THE HISTORY AND ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY IN THE SOUTHWEST THROUGH CATTLE RAISERS MUSEUM EXHIBITS, EDUCATION INITIATIVES AND PROGRAMMING; TO PROVIDE SCHOLARSHIP OPPORTUNITIES TO INSPIRE YOUNG PEOPLE TO PURSUE CAREERS IN AGRICULTURE; AND TO CAPTURE ORAL HISTORIES OF THE PEOPLE WHO DEFINE THE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $937,627 | ExpenseAmt |
| Revenue | $11,201 | RevenueAmt |
| Desc | TO PROMOTE EDUCATIONAL PROGRAMS AND PRESERVE HISTORIC DATA ON THE LIVESTOCK INDUSTRY INCLUDING MAINTAINING A LIBRARY OF BOOKS AND OTHER DOCUMENTS RELATING TO THE LIVESTOCK INDUSTRY. IN 2016 THERE WERE OVER 284,997 VISITORS TO THE MUSEUM.DURING 2016, APPROXIMATELY 68,893 STUDENTS VISITED THE MUSEUM ON FIELD TRIPS. THE EDUCATION COORDINATOR ALSO CONDUCTED PROGRAMS AT OVER 50 SCHOOLS IN THE AREA, REACHING OVER 5,200 STUDENTS. IN ADDITION, THE EDUCATION COORDINATOR CONDUCTED PRESENTATIONS FOR CIVIC GROUPS WITHIN THE COMMUNITY. IN APRIL 2016, THE FOUNDATION HOSTED COW CAMP, A ONE DAY CAMP FOR CHILDREN, WHICH IS HELD IN CONJUNCTION WITH THE TEXAS & SOUTHWEST CATTLE RAISERS' ASSOCIATION'S ANNUAL CONVENTION. THIS YEAR WE BASED OUR CAMP AROUND STEWARDSHIP OF THE LAND AND ITS IMPORTANCE. THIS INCLUDED VIEWING THE NATIONAL PARK ADVENTURE TO SEE THE VARIOUS SPECIES IN THE PARKS AND THE IMPORTANCE OF MAINTAINING THEM. THERE WAS ALSO A HANDS-ON ACTIVITY WITH PLANTS FOR PARTICIPANTS TO TAKE HOME AND CARE FOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,367 | ExpenseAmt |
| Grant | $51,367 | GrantAmt |
| Desc | THE SCHOLARSHIP FUND IS DESIGNED TO ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY BY INVESTING IN YOUNG PEOPLE WHO ARE PURSUING CAREERS IN THE AGRICULTURE FIELD. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS ENTERING ACCREDITED UNIVERSITIES IN TEXAS AND OKLAHOMA AND PURSUING DEGREES WITHIN THE AGRICULTURE FIELD. IN 2016 THERE WERE 27 SCHOLARSHIPS AWARDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $988,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA W RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173364475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY STREET | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JOHN P BOSWELL | |||||||
| PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA D B MCCALL | |||||||
| VICE PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIT MONCRIEF | |||||||
| VICE PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.50 |
| JOHN E DUDLEY | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MISSY BONDS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| C CONEY BURGESS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MASON KING | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT KLEBERG | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATT BROCKMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J LUTHER KING JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E MCKNIGHT JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL NOBLE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARTY RICHTER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| COLEY MEANS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RED STEAGALL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOLINE WHARTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| BART WULLF | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREG MORSE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRAD BARNES | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELDON WHITE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA W RILEY | |||||||
| EXECUTIVE DIR. | 17.00 | Yes (X) | $130,600 | $129,400 | $12,452 | 18.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $129,400 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $34,927 | MembershipDuesAmt |
| All Other Contributions | $259,984 | AllOtherContributionsAmt |
| Total Contributions | $294,911 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUSEUM ADMISSIONS | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $11,201 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,201 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,201 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,664 | TotalRevenueColumnAmt |
| Exclusion | $113,664 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,138,128 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,789,949 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $348,179 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $348,179 | TotalRevenueColumnAmt |
| Exclusion | $348,179 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $1,593 | TotalRevenueColumnAmt |
| Exclusion | $1,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,593 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $769,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,201 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $463,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,367 | TotalAmt |
| Program Services | $51,367 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,018 | TotalAmt |
| Program Services | $41,106 | ProgramServicesAmt |
| Management And General | $47,956 | ManagementAndGeneralAmt |
| Fundraising | $47,956 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,121 | TotalAmt |
| Program Services | $39,729 | ProgramServicesAmt |
| Management And General | $83,392 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,498 | TotalAmt |
| Management And General | $11,498 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,964 | TotalAmt |
| Program Services | $4,965 | ProgramServicesAmt |
| Management And General | $8,123 | ManagementAndGeneralAmt |
| Fundraising | $2,876 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,900 | TotalAmt |
| Management And General | $13,900 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700 | TotalAmt |
| Fundraising | $700 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,828 | TotalAmt |
| Management And General | $50,828 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,678 | TotalAmt |
| Program Services | $1,730 | ProgramServicesAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
| Fundraising | $2,648 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,136 | TotalAmt |
| Program Services | $5,256 | ProgramServicesAmt |
| Management And General | $3,368 | ManagementAndGeneralAmt |
| Fundraising | $2,512 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,230 | TotalAmt |
| Program Services | $3,230 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,098 | TotalAmt |
| Management And General | $6,098 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081 | TotalAmt |
| Program Services | $1,056 | ProgramServicesAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283 | TotalAmt |
| Management And General | $283 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,147 | TotalAmt |
| Program Services | $4,147 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MUSEUM EXHIBIT | $836,408 | $836,408 | ||
| DUES & SUBSCRIPTIONS | $5,021 | $5,021 | ||
| MUSEUM MEMBERSHIP EXPEN | $1,343 | $1,330 | $13 | |
| EVENTS | $786 | $786 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,607 | TotalAmt |
| Program Services | $988,994 | ProgramServicesAmt |
| Management And General | $232,122 | ManagementAndGeneralAmt |
| Fundraising | $57,491 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,616 | BOYAmt |
| EOY | $272,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,433 | BOYAmt |
| EOY | $568,793 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $160,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734 | BOYAmt |
| EOY | $2,734 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781 | BOYAmt |
| EOY | $781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $1,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,209 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,550 | BOYAmt |
| EOY | $5,550 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,611,989 | BOYAmt |
| EOY | $6,797,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,011,603 | BOYAmt |
| EOY | $7,808,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,067 | BOYAmt |
| EOY | $307,378 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,430 | BOYAmt |
| EOY | $11,430 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,497 | BOYAmt |
| EOY | $318,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,024 | BOYAmt |
| EOY | $2,799,695 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,337,082 | BOYAmt |
| EOY | $3,505,292 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,000 | BOYAmt |
| EOY | $1,185,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,920,106 | BOYAmt |
| EOY | $7,489,987 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,011,603 | BOYAmt |
| EOY | $7,808,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$509,059 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $78,940 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294,911 | CurrentTaxYearAmt |
| Total | $1,432,232 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294,911 | CurrentTaxYearAmt |
| Total | $1,432,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $881,397 | SubstantialContributorsTotAmt |
| Public Support Total170 | $550,835 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,664 | CurrentTaxYearAmt |
| Total | $602,031 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $11,182 | CurrentTaxYearMinus2YearsAmt |
| Total | $11,182 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1,593 | CurrentTaxYearAmt |
| Total | $14,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,060,067 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $150,120 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.26740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31260 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | TREAS. REG. SEC. 1.170A-9(F)(3) PROVIDES THAT AN ORGANIZATION WILL BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE FACTS AND CIRCUMSTANCES TEST EVEN IF IT FAILS TO MEET THE 33 1/3 PERCENT MECHANICAL TEST. UNDER THE FACTS AND CIRCUMSTANCES TEST, AN ORGANIZATION WILL BE TREATED AS PUBLICLY SUPPORTED IF IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, AND MEETS CERTAIN OTHER REQUIREMENTS. THE PERTINENT FACTORS SET FORTH IN THE REGULATIONS ARE DISCUSSED BELOW:I) TEN PERCENT-OF-SUPPORT LIMITATIONTHE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE HAS BEEN 26.74% IN 2016 AND 31.26% IN 2015, OVER THE 5 YEAR LOOK-BACK PERIOD, WHICH EXCEEDS THE 10% FLOOR FOR CONSIDERATION AS A PUBLIC CHARITY. II) ATTRACTION OF PUBLIC SUPPORTTHE FOUNDATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. IT HAS PARTNERED WITH THE MUSEUM OF SCIENCE AND HISTORY (MSHFW) IN FORT WORTH, TEXAS TO PRESENT AN EXHIBIT OF ITS COLLECTION IN A SEPARATE HALL OF THE MSHFW. THIS EXHIBIT IS OPEN TO ALL PATRONS OF THE MSHFW, AND WAS RECENTLY RENOVATED IN ORDER TO ATTRACT MORE VISITORS. THE FOUNDATION ALSO HOSTS FIELD TRIPS FOR LOCAL SCHOOLS AT THE EXHIBIT. THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, AND MEMBERSHIP GROUPS INVOLVED. III) PERCENTAGE OF FINANCIAL SUPPORTUNDER THE REGULATIONS, THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT FROM PUBLIC SOURCES THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS. THE PERCENTAGE OF SUPPORT RECEIVED FROM THE GENERAL PUBLIC FOR THE FIVE YEAR PERIOD ENDING ON DECEMBER 31, 2016 IS 26.74%. IV) SOURCES OF SUPPORTTHE FOUNDATION IS SUPPORTED BY MEMBERS, AT VARIOUS LEVELS OF SUPPORT, BY MODEST ADMISSION FEES AND BY DONORS, MANY OF WHOM HAVE A CONNECTION TO THE RANCHING INDUSTRY. MEMBERS OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION HAVE THE OPTION OF MAKING A DONATION TO THE FOUNDATION WHEN THEY PAY THEIR ASSOCIATION DUES. V) REPRESENTATIVE GOVERNING BODYTHE FOUNDATION HAS A GOVERNING BODY REPRESENTATIVE OF THE BROAD INTERESTS OF THE PUBLIC, HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE PARTICULAR FIELD IN WHICH THE FOUNDATION OPERATES. THE CURRENT (2017) BOARD OF TRUSTEES CONSISTS OF RANCHERS, BUSINESS PEOPLE, BANKERS, FINANCIAL ADVISORS AND COMMUNITY VOLUNTEERS. MOST OF THE BOARD MEMBERS HAVE CLOSE CONNECTIONS TO THE RANCHING INDUSTRY IN TEXAS. VI) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIESTHE FOUNDATION SERVES THE GENERAL PUBLIC ON A CONTINUING BASIS THROUGH THE FOLLOWING TYPES OF PROGRAM ACTIVITIES: A) MAINTAINING EXHIBITS AT THE CATTLE RAISERS MUSEUM WHICH IS LOCATED ON THE SECOND FLOOR OF THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY. THE CATTLE RAISERS MUSEUM IS DEDICATED TO PRESERVING AND CELEBRATING THE VITAL HISTORY AND SCIENCE OF THE CATTLE INDUSTRY. THIS EXHIBIT IS OPEN 7 DAYS A WEEK AND HOSTED OVER 284,900 VISITORS IN 2016; B) HOSTING SCHOOL FIELD TRIPS FOR APPROXIMATELY 68,900 STUDENTS DURING 2016; C) CONDUCTING PROGRAMS & PRESENTATIONS AT SCHOOLS AND CIVIC GROUPS WITHIN THE COMMUNITY. IN 2016, PROGRAMS WERE CONDUCTED AT OVER 50 SCHOOLS, REACHING OVER 5,200 STUDENTS; D) MAINTAINING A RESEARCH LIBRARY CONTAINING HISTORICAL DOCUMENTS, PERIODICALS, ORAL HISTORY INTERVIEWS, BOOKS AND PHOTOGRAPHS WHICH FOCUS ON ALL ASPECTS OF THE HISTORY OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION AND THE CATTLE INDUSTRY. RESEARCHERS AND SCHOLARS MAY USE THE MATERIALS BY APPOINTMENT, AND MANY OF THE PHOTOGRAPHS ARE AVAILABLE THROUGH "THE PORTAL OF TEXAS HISTORY" ONLINE; E) HOSTING 'COW CAMP', A ONE DAY CAMP FOR CHILDREN, WHICH IS HELD IN CONJUNCTION WITH THE TEXAS & SOUTHWEST CATTLE RAISERS' ASSOCIATION'S ANNUAL CONVENTION; AND F) MAINTAINING A SCHOLARSHIP FUND DESIGNED TO ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,522,082 | BeginningYearBalanceAmt |
| Contributions | $10,250 | ContributionsAmt |
| Investment Earnings Or Losses | $80,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,367 | GrantsOrScholarshipsAmt |
| Other Expenditures | $871,211 | OtherExpendituresAmt |
| End Year Balance | $4,690,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,721,492 | BeginningYearBalanceAmt |
| Contributions | $10,100 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $155,825 | OtherExpendituresAmt |
| End Year Balance | $5,522,082 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,032,052 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $359,434 | OtherExpendituresAmt |
| End Year Balance | $5,721,492 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,847,002 | BeginningYearBalanceAmt |
| Contributions | $261,701 | ContributionsAmt |
| Investment Earnings Or Losses | $254,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $330,868 | OtherExpendituresAmt |
| End Year Balance | $6,032,052 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,893,761 | BeginningYearBalanceAmt |
| Contributions | $46,880 | ContributionsAmt |
| Investment Earnings Or Losses | $120,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $214,429 | OtherExpendituresAmt |
| End Year Balance | $5,847,002 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.21460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.78540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,550 | OtherCostOrOtherBasisAmt |
| Book Value | $5,550 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,209 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,550 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $848,576 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $78,940 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $88 | OtherRevenueAmt |
| Revenue Not Reported | $79,028 | RevenueNotReportedAmt |
| Revenue Subtotal | $769,548 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $769,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,278,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $88 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $88 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,278,607 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,278,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION HAS A SIGNIFICANT INVESTMENT IN MUSEUM COLLECTIONS. THE COLLECTIONS INCLUDE ARTIFACTS, PUBLICATIONS AND REPLICAS WHICH FURTHER THE FOUNDATION'S MISSION TO HONOR AND DOCUMENT THE STUDY OF LIVESTOCK PRODUCTION. AS THESE COLLECTIONS ARE CONSIDERED TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND THEREFORE IS NOT DISCLOSED IN THE FINANCIAL STATEMENTS. ALL COLLECTIONS ACCUMULATED BY THE FOUNDATION ARE GOVERNED BY THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. THESE COLLECTIONS ARE HELD FOR PUBLIC DISPLAY AND EDUCATION RATHER THAN FINANCIAL GAIN AND ARE PROTECTED, CARED FOR AND PRESERVED BY THE FOUNDATION. ANY EXPENDITURES OR RECEIPTS RELATED TO PURCHASES, SALES OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE PERIOD IN WHICH THEY OCCUR. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS. TEMPORARILY RESTRICTED FUNDS ARE MAINTAINED TO SUPPORT THE BUILDING FUND AND PROGRAMS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEAR ENDED DECEMBER 31, 2016 AND 2015. THE FOUNDATION FILES AS A TAX-EXEMPT ORGANIZATION. ITS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FIT TAXES 88. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FIT TAXES 88. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS - ANIMAL/AGRICULTURAL | 12 | $25,617 |
| MARY & LEONARD STILES SCHOLARSHIP | 1 | $5,750 |
| LARGE VET SCHOLARSHIPS | 4 | $20,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE RECIPIENT'S UNIVERSITY. AFTER THE RECIPIENT'S FALL SEMESTER, THE INDIVIDUAL MUST SUBMIT A COPY OF THEIR TRANSCRIPT SHOWING THAT THEY HAVE MAINTAINED THEIR GPA AND THAT THEY ARE ENROLLED AS A FULL-TIME STUDENT FOR THE COMING SEMESTER IN ORDER TO RECEIVE THE SPRING SEMESTER'S SCHOLARSHIP AMOUNT. |
| SCHEDULE I, PART III | AGRICULTURAL SCHOLARSHIP CANDIDATES MUST BE ACCEPTED IN AN ACCREDITED UNIVERSITY IN TEXAS OR OKLAHOMA, PLAN TO PURSUE A DEGREE PROGRAM IN ANIMAL SCIENCE, PRE-VET, OR AGRIBUSINESS, BE A CITIZEN OF THE UNITED STATES OR BE BORN IN THE UNITED STATES, RESIDENT OF TEXAS OR OKLAHOMA, SPONSORED BY A MEMBER OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS' ASSOCIATION, HAVE A MINIMUM GPA OF 2.75, SUBMIT TWO LETTERS OF RECOMMENDATION FROM SOMEONE OTHER THAN RELATIVES, DEMONSTRATE FINANCIAL NEED AND HAVE A BACKGROUND THAT INCLUDES BEEF CATTLE PRODUCTION. THE MARY AND LEONARD STILES ENDOWED SCHOLARSHIP IS AWARDED TO A STUDENT FROM A FAMILY INVOLVED IN THE RANCHING OR FARMING INDUSTRY. THE SCHOLARSHIP IS A ONE YEAR AWARD FOR A GRADUATING HIGH SCHOOL SENIOR, BUT CAN BE RENEWED FOR UP TO THREE ADDITIONAL YEARS AS LONG AS THE CRITERIA FOR THE SCHOLARSHIP CONTINUE TO BE MET. LARGE VET SCHOLARSHIPS ARE AWARDED TO STUDENTS NEARING COMPLETION OF A DOCTOR OF VETERINARY MEDICINE PROGRAM AND WHO ARE PLANNING A CAREER IN LARGE ANIMAL PRACTICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA W RILEY | PersonNm |
| Title | EXECUTIVE DIR. | TitleTxt |
| Base Compensation Filing Org | $130,600 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $129,400 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,418 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $6,034 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $137,018 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $135,434 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S PRESIDENT & CEO. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER KING CAPITAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INVESTMENT MANAGEMENT | RelationshipDescriptionTxt |
| Transaction | $42,547 | TransactionAmt |
| Transaction | ADVISORY FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | BOARD MEMBER LUTHER KING IS ASSUMED TO BE GREATER THAN 35% OWNER OF LUTHER KING CAPITAL MANAGEMENT (LKCM). THE BOARD USES LUTHER KING CAPITAL MANAGEMENT TO MANAGE THE ASSETS OF THE ORGANIZATION. LUTHER KING ABSTAINS FROM ANY VOTES CONNECTED WITH INVESTMENT MATTERS AND RELINQUISHED HIS POSITION AS TREASURER PRIOR TO THE BOARDS 2010 VOTE TO RETAIN LKCM TO HANDLE ITS INVESTMENT ACTIVITIES. THE AMOUNT OF FEES PAID BY THE ORGANIZATION TO LUTHER KING CAPITAL MANAGEMENT IN 2016 WAS $42,547. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE, CONSISTING OF THE PRESIDENT, VICE-PRESIDENT OF THE BOARD OF DIRECTORS AND THREE ADDITIONAL DIRECTORS ELECTED BY THE BOARD IS IN CHARGE OF FORMULATING THE CORPORATION'S POLICIES, GUIDELINES FOR THE SOLICITATION OF DONATIONS, GRANTS AND FUNDING OF MONEY AND PROPERTY FROM PERSONS OR AGENICES. AFTER BOARD RATIFICATION, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR THE IMPLEMENTATION OF THESE POLICIES AND GUIDELINES. |
| FORM 990, PART VI, SECTION A, LINE 2 | PATRICIA D B MCCALL, VICE PRESIDENT OF THE FOUNDATION, HAS A FAMILY RELATIONSHIP WITH JOHN P BOSWELL, PRESIDENT. J. LUTHER KING, JR. AND MASON KING, BOTH DIRECTORS, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE TERM "MEMBER" OF THE CORPORATION IS NOT SYNONYMOUS WITH THE TERM "MEMBER" IN THE TEXAS BUSINESS ORGANIZATIONS CODE. THE MEMBERS OF THE ORGANIZATION ARE NON-VOTING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE FOUNDATION'S CERTIFIED PUBLIC ACCOUNTING FIRM AFTER THE ANNUAL AUDIT HAS BEEN COMPLETED. WHEN COMPLETE, THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER BEFORE BEING FORWARDED TO THE FINANCE COMMITTEE, WHICH HAS BEEN CHARGED WITH REVIEW OF THE FORM 990 BEFORE IT IS FILED. COPIES OF THE RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE CONFLICT OF INTEREST POLICY REQUIRES OFFICERS AND TRUSTEES TO FILL OUT A DISCLOSURE ON AN ANNUAL BASIS THAT IS FIRST REVIEWED BY THE ASSOCIATE DIRECTOR, THEN THE EXECUTIVE DIRECTOR AND TREASURER AND THEN THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR IS EMPLOYED BY AN ORGANIZATION WHICH IS RELATED TO THE FOUNDATION. THE FOUNDATION SHARES THE COSTS OF HER SALARY, BENEFITS AND RELATED PAYROLL TAXES WITH THAT ORGANIZATION. THE BOARD OF DIRECTORS, IN CONJUNCTION WITH THE BOARD OF THE RELATED ORGANIZATION, REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AFTER COMPARISON WITH THE SALARIES OF OTHER EXECUTIVE DIRECTORS FOR MUSEUMS IN FORT WORTH. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART IX OFFICER AND STAFF COMPENSATION | TEXAS AND SOUTHWESTERN CATTLE RAISERS' FOUNDATION (THE FOUNDATION) HAS NO EMPLOYEES. IT'S EXECUTIVE DIRECTOR, MEMBERSHIP DIRECTOR, ADMINISTRATIVE ASSISTANT AND TEMPORARY STAFF ARE PAID BY THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, A RELATED ORGANIZATION. THE FOUNDATION REIMBURSES THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR ITS' PORTION OF THE EXECUTIVE DIRECTOR'S SALARY, BENEFITS AND PAYROLL TAX EXPENSE, AND FOR ALL OF THE ASSOCIATE DIRECTOR'S AND THE TEMPORARY EMPLOYEES' SALARIES, BENEFITS AND ASSOCIATED PAYROLL TAX EXPENSES. UNDER THE COMMON PAYMASTER RULES, THE AMOUNT REIMBURSED TO THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR WORK PERFORMED FOR THE FOUNDATION IS REPORTED AS IF IT WAS PAID DIRECTLY BY THE FOUNDATION. THE FOUNDATION'S EDUCATION DIRECTOR IS PAID BY THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY (FWMSH), AN UNRELATED ORGANIZATION. THE FOUNDATION REIMBURSES FWMSH FOR THOSE COMPENSATION EXPENSES. THE REIMBURSED AMOUNTS ARE REPORTED ON PART IX OF FORM 990 AS COMPENSATION AND COMPENSATION RELATED EXPENSES IN ORDER TO ACCURATELY PRESENT THE EXPENSES OF THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COWGIRL MUSEUM & HALL OF FAME | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 GENDY STREET | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751486136 | EIN |
| Primary Activities | MUSEUM | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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