MENTORMORE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MENTORMORE FOUNDATION (EIN 46-1566887)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-31
IRS object ID
201732439349100213
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-31T15:27:06-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARATUS FINANCIAL INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461566887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MENTORMORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PARATUS FINANCIAL INCInCareOfNm
Business Name ControlMENTBusinessNameControlTxt
Phone2143787400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15930 ROYAL LANE Suite E-120AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY MOREPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2143787400PhoneNum
Signature2017-08-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE GRISZPreparerPersonNm
PTINP00231238PTIN
Phone2143787400PhoneNum
Preparation2017-08-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.49.81.152IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id80511120172435000003FederalOriginalSubmissionId
Federal Original Submission Id2017-08-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0D145AA3821C171E1945B21A194F2F1EB11764A7AtSubmissionCreationDeviceId
At Submission Filing Device Id7E7A6DEE5AFA90A9AB652435153B06383C5423AEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$952,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$369,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,365NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$151,832GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,365CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$443,654TotalRevAndExpnssAmt
Total Net Invst Incm$74,154TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$758InterestRevAndExpnssAmt
Interest Net Invst Incm$758InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$758TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$758TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,808TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$758TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$414,846ExcessRevenueOverExpensesAmt
Net Investment Income$73,396NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$16,462CashBOYAmt
Cash EOY$49,907CashEOYAmt
Cash EOYFMV$49,907CashEOYFMVAmt
Corporate Stock BOY$948,689CorporateStockBOYAmt
Corporate Stock EOY$335,729CorporateStockEOYAmt
Corporate Stock EOYFMV$902,797CorporateStockEOYFMVAmt
Total Assets BOY$932,227TotalAssetsBOYAmt
Total Assets EOY$385,636TotalAssetsEOYAmt
Total Assets EOYFMV$952,704TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$932,227RetainedEarningBOYAmt
Retained Earning EOY$385,636RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$932,227TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$385,636TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$932,227TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$385,636TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$932,227TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$414,846ExcessRevenueOverExpensesAmt
Subtotal$1,347,073SubtotalAmt
Other Decreases$961,437OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$385,636TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANLEY 012041 LT NCPropertyDesc
Gross Sales Price$151,832GrossSalesPriceAmt
Cost Or Other Basis$88,467CostOrOtherBasisAmt
Gain Or Loss$63,365GainOrLossAmt
Gains Minus Excess Or Losses$63,365GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$63,365CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,501AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$575,160NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039121DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,286AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$239,526NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063818DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,602AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$203,621NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037334DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$179,194NetVlNoncharitableAssetsYr4Amt
Total Distribution0.140273TotalDistributionRt
Average Distribution0.035068AverageDistributionRt
Net Vl Noncharitable Assets$928,328NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,555AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$734NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,289AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,468InvestmentIncomeExciseTaxAmt
Subtotal$1,468SubtotalAmt
Tax Based On Investment Income$1,468TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$2,384EsPenaltyAmt
Tax Due$3,852TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PARATUS FINANCIAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143787400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AVERY MORE
5930 ROYAL LANEDALLASTX75230DIRECTOR1.0$0$0$0
JERRALYN R SMITH
5930 ROYAL LANEDALLASTX75230DIRECTOR1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$925,743AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$942,465TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$942,465AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$928,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,468TaxBasedOnInvestmentIncomeAmt
Total Tax$1,468TotalTaxAmt
Distributable Before Adj$44,948DistributableBeforeAdjAmt
Distributable Before Ded$44,948DistributableBeforeDedAmt
Distributable As Adjusted$44,948DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$28,050QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,948DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$28,050QualifyingDistributionsAmt
Applied To Current Year$28,050AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$16,898UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAVERY MOREContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1 MILLION 4 ANNA (OREN ZEBAIDA)
15301 DALLAS PARKWAY 1100ADDISONTX75001NONENONE$250
ALEX'S LEMONADE STAND
111 PRESIDENTIAL BLVD SUITE 203BALA CYNWYDPA19004NONENONE$500
ANTI-DEFAMATION LEAGUE (ADL)
605 THIRD AVENUENEW YORKNY10158NONENONE$250
AYN RAND INSTITUE
2121 ALTON PARKWAY SUITE 250IRVINECA92606NONENONE$5,000
COLORADO GIVES DAY
5855 WADSWORTH BYPASS UNIT AARVADACO80003NONENONE$200
DALLAS AREA HABITAT FOR HUMANITY
2800 N HAMPTON RDDALLASTX75212NONENONE$10,000
DALLAS URBAN DEBATE ALLIANCE
PO BOX 670564DALLASTX75367NONENONE$1,000
FOR THE LOVE OF THE LAKE (WRL)
1152 N BUCKNER BLVD SUITE 123DALLASTX75218NONENONE$1,000
JEWISH COMMUNITY CENTER (JCC)
7900 NORTHAVEN RDDALLASTX75230NONENONE$1,000
KAHN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042NONENONE$500
KENT PRESENTS INC
PO BOX 648KENTCT06757NONENONE$2,200
KERA-NTPB
3000 HARRY HINES BLVDDALLASTX75201NONENONE$1,000
LEUKEMIA & LYMPHOMA SOCIETY
8111 LBJ FREEWAY SUITE 425DALLASTX75251NONENONE$500
SALVATION ARMY
8787 N STEMMONS FWY SUITE 800DALLASTX75247NONENONE$100
TEXAS STATE TROOPERS
5540 N LAMAR BLVDAUSTINTX78751NONENONE$50
THE CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONENONE$1,000
THE JEWISH FEDERATION - DALLAS
7800 NORTHAVEN ROADDALLASTX75230NONENONE$2,000
VAIL VALLEY FOUNDATION
90 BENCHMARK ROAD SUITE 300AVONCO81620NONENONE$500
VAIL MOUNTAIN RESCUE GROUP
PO BOX 1094EDWARDSCO81632NONENONE$500
WIKIMEDIA FOUNDATION INC
149 NEW MONTGOMERY ST 6TH FLOORSAN FRANCISCOCA94105NONENONE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,789ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,365ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$74,154ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,154TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY -012041StockNm
EOY Book Value$335,729EOYBookValueAmt
EOYFMV$902,797EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTDesc
Amt$961,437Amt

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