POLYCARP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POLYCARP FOUNDATION (EIN 75-2777481)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349102389
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T19:07:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 COIT ROAD SUITE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752777481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLYCARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLY | BusinessNameControlTxt |
| Phone | 9722330595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4807 CALIBURN CR | AddressLine1Txt |
| City | MISSOURI CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WORTH A NELSON III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722330595 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE ROSENFIELD CPA | PreparerPersonNm |
| PTIN | P00742019 | PTIN |
| Phone | 2143465800 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,407,526 | 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 | $294,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68,483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,483 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $68,483 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,363 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,363 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,042,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $824,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,308 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $155,846 | 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 |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,407 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $643,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $155,846 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $453,772 | CashBOYAmt |
| Cash EOY | $607,575 | CashEOYAmt |
| Cash EOYFMV | $607,575 | CashEOYFMVAmt |
| Other Investments BOY | $3,398,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,887,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,797,265 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,199 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,686 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,686 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,853,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,497,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,407,526 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,838,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,482,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,838,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,482,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,853,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,497,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,838,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $643,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,482,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,482,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK MONTREAL | P | 2023-03-02 | 2024-02-05 | $100,000 | $100,000 | $0 | $0 |
| BANK NOVA SCOTIA B C | P | 2023-03-03 | 2024-07-31 | $100,000 | $100,000 | $0 | $0 |
| INTERNATIONAL BUSINESS MACHS | P | 2019-06-27 | 2024-05-15 | $50,000 | $51,334 | -$1,334 | -$1,334 |
| ISHARES MSCI EAFE ETF | P | 2024-01-01 | 2024-08-20 | $270,888 | $219,770 | $51,118 | $51,118 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-02-21 | 2024-08-20 | $471,615 | $144,702 | $326,913 | $326,913 |
| 3M CO | P | 2019-06-27 | 2024-02-14 | $50,000 | $52,235 | -$2,235 | -$2,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,462 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,296 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,296 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $73 | EsPenaltyAmt |
| Overpayment | $142 | OverpaymentAmt |
| Applied To ES Tax | $142 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | WORTH A NELSON III | IndividualWithBooksNm |
| Phone | 2145494020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4807 CALIBURN CIRCLE | AddressLine1Txt |
| City | MISSOURI CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77459 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH WESLEY DOOLIN | ||||||||
| PO BOX 57 | BIG WELLS | TX | 78830 | VP/SECRETARY | 1.00 | $0 | $0 | $0 |
| WORTH A NELSON III | ||||||||
| 4807 CALIBURN CIRCLE | MISSOURI CITY | TX | 77459 | PRESIDENT | 3.00 | $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 | $5,421,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $530,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,952,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,952,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,863,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,081 | TotalTaxAmt |
| Distributable Before Adj | $286,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,639 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $19,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,617 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,617 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $82,463 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEGION CHARITIES INC | ||||||
| 6801 MANHATTAN BLVD | FORT WORTH | TX | 76120 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| CHILDREN'S MUSEUM OF HOUSTON | ||||||
| 1500 BINZ ST | HOUSTON | TX | 77004 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CYPRESS UNITED METHODIST CHURCH | ||||||
| 13403 CYPRESS NORTH HOUSTON ROAD | CYPRESS | TX | 77429 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| HOUSTON ZOO | ||||||
| 6200 HERMANN PARK DR | HOUSTON | TX | 77030 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ITS THE PITS COOKERS | ||||||
| PO BOX 1336 | RICHMOND | TX | 77406 | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| ST ANDREWS EPISCOPAL CHURCH | ||||||
| 2783 VALWOOD PKWY | FARMERS BRANCH | TX | 75234 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| TACOMA YOUTH MARINE CENTER | ||||||
| 820 EAST D STREET | TACOMA | WA | 98421 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| TEXAS AND SOUTHWESTERN CATTLE | ||||||
| 1301 WEST SEVENTH ST STE 201 | FT WORTH | TX | 76102 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| TEXAS STATE AQUARIUM | ||||||
| 2710 N SHORELINE BLVD | CORPUS CHRISTI | TX | 78402 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| THE THANKFUL ONES | ||||||
| 2006 PECAN FOREST CT | RICHMOND | TX | 77406 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| US ANGLING | ||||||
| PO BOX 751 | STATE COLLEGE | PA | 16804 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| YAGA'S CHILDREN'S FUND | ||||||
| 2314 STRAND ST | GALVESTON | TX | 77550 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,483 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $374,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $530,308 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY KATHYRN DOOLIN CLUT FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 1217 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $294,026 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CNG UNTRA SHORT TERM BOND | AT COST | $1,389,019 | $1,394,993 |
| U.S. LARGE CAP | AT COST | $1,064,437 | $2,672,079 |
| U.S. MID CAP | AT COST | $253,528 | $467,371 |
| U.S. SMALL CAP | AT COST | $222,009 | $336,080 |
| INTERNATIONAL DEVELOPED | AT COST | $807,301 | $767,053 |
| EMERGING MARKETS | AT COST | $150,876 | $159,689 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $1,199 | $1,774 | $1,774 |
| ACCRUED INTEREST | $912 | $912 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RETURNED CHECK FOR GIFT TO BE REMAILED | $5,000 | $5,000 |
| OTHER LIABILITY | $10,000 | $10,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $17,833 | Amt |
| Net Investment Income | $17,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,407 | Amt |
| Net Investment Income | $1,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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