FORT PHANTOM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FORT PHANTOM FOUNDATION (EIN 75-2689278)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-14
- IRS object ID
- 201741659349100324
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-14T11:58:01-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald J Maberry CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3213 South 22nd Street | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752689278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT PHANTOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 3256771309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 58 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M ALEXANDER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J MABERRY CPA | PreparerPersonNm |
| PTIN | P00285315 | PTIN |
| Phone | 3257211622 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,439,160 | 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 | $24,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,261 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,261 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,627 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $242 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,261 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,261 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $615 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $10,610 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $10,610 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $24,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,920 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,530 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,530 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $731 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,627 | CashBOYAmt |
| Cash EOY | $1,791 | CashEOYAmt |
| Cash EOYFMV | $1,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $15,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $430,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $431,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,396 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $316,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,312 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $228,021 | LandBOYAmt |
| Land EOY | $217,411 | LandEOYAmt |
| Land EOYFMV | $1,434,539 | LandEOYFMVAmt |
| Other Assets BOY | $517,124 | OtherAssetsBOYAmt |
| Other Assets EOY | $517,123 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $517,123 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,183,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,182,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,439,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,183,759 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,182,982 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,183,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,183,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,182,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,183,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$777 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,182,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55 AMERICAN CAMPUS COMMUNITIES | P | 2015-04-20 | 2016-02-05 | $2,374 | $2,263 | $111 | $111 |
| 93 AMERICAN CAMPUS COMMUNITIES | P | 2016-01-01 | 2016-02-17 | $4,016 | $3,654 | $362 | $362 |
| 69 AMERICAN CAMPUS COMMUNITIES | P | 2015-06-29 | 2016-03-01 | $3,042 | $2,632 | $410 | $410 |
| 11.3277 CALIFORNIA RESOURCES CORP | P | 2016-01-01 | 2016-04-06 | $13 | $16 | -$3 | -$3 |
| 13 CULLEN/FROST BANKERS INC | P | 2015-10-30 | 2016-10-05 | $949 | $891 | $58 | $58 |
| 19 CULLEN/FROST BANKERS INC | P | 2015-12-14 | 2016-11-14 | $1,579 | $1,197 | $382 | $382 |
| 80 EATON CORP | P | 2016-01-01 | 2016-01-21 | $3,824 | $5,247 | -$1,423 | -$1,423 |
| 52 EATON CORP | P | 2016-01-01 | 2016-03-04 | $3,013 | $3,702 | -$689 | -$689 |
| 22 EATON CORP | P | 2016-01-01 | 2016-03-17 | $1,387 | $1,480 | -$93 | -$93 |
| 110 GENERAL ELECTRIC CO | P | 2015-01-30 | 2016-01-06 | $3,329 | $2,630 | $699 | $699 |
| 18 GENERAL MILLS INC | P | 2015-04-20 | 2016-04-20 | $1,114 | $1,023 | $91 | $91 |
| 24 METLIFE INC | P | 2015-10-30 | 2016-08-04 | $941 | $1,217 | -$276 | -$276 |
| 17 PROCTOR & GAMBLE CO | P | 2016-01-01 | 2016-04-20 | $1,394 | $1,414 | -$20 | -$20 |
| 119 WELLS FARGO CO | P | 2016-01-01 | 2016-10-26 | $5,474 | $5,745 | -$271 | -$271 |
| 62 AMERICAN CAMPUS COMMUNITIES | P | 2015-01-30 | 2016-02-05 | $2,676 | $2,732 | -$56 | -$56 |
| 3.932 CALIFORNIA RESOURCES CORP | P | 2015-01-30 | 2016-04-06 | $5 | $6 | -$1 | -$1 |
| 63 COCA-COLA CO | P | 2016-01-01 | 2016-04-19 | $2,919 | $2,595 | $324 | $324 |
| 51 CULLEN/FROST BANKERS INC | P | 2016-01-01 | 2016-05-03 | $3,125 | $3,188 | -$63 | -$63 |
| 36 CULLEN/FROST BANKERS INC | P | 2015-04-20 | 2016-06-28 | $2,140 | $2,523 | -$383 | -$383 |
| 40 CULLEN/FROST BANKERS INC | P | 2016-01-01 | 2016-09-28 | $2,769 | $2,995 | -$226 | -$226 |
| 21 CULLEN/FROST BANKERS INC | P | 2015-06-29 | 2016-10-05 | $1,533 | $1,652 | -$119 | -$119 |
| 12 CULLEN/FROST BANKERS INC | P | 2015-10-30 | 2016-11-14 | $997 | $823 | $174 | $174 |
| 27 GENERAL MILLS INC | P | 2016-01-01 | 2016-07-01 | $1,939 | $1,526 | $413 | $413 |
| 3 GENERAL MOTORS CO | P | 2015-01-30 | 2016-10-06 | $97 | $98 | -$1 | -$1 |
| 45 GENERAL MOTORS CO | P | 2015-01-30 | 2016-12-01 | $1,636 | $1,473 | $163 | $163 |
| 8 HARLEY-DAVIDSON INC | P | 2015-07-31 | 2016-11-14 | $472 | $468 | $4 | $4 |
| 49 MCDONALDS CORP | P | 2016-01-01 | 2016-07-27 | $5,856 | $4,579 | $1,277 | $1,277 |
| 82 METLIFE INC | P | 2016-01-01 | 2016-06-28 | $3,067 | $3,873 | -$806 | -$806 |
| 143 METLIFE INC | P | 2016-01-01 | 2016-08-04 | $5,607 | $7,550 | -$1,943 | -$1,943 |
| 32 NOVARTIS | P | 2015-01-30 | 2016-11-09 | $2,366 | $3,120 | -$754 | -$754 |
| 49 PAYCHEX | P | 2016-01-01 | 2016-07-01 | $2,911 | $2,228 | $683 | $683 |
| 15 PROCTOR & GAMBLE CO | P | 2015-05-26 | 2016-09-28 | $1,331 | $1,186 | $145 | $145 |
| 109 TEVA PHAMACEUTICAL | P | 2016-01-01 | 2016-08-24 | $5,697 | $6,563 | -$866 | -$866 |
| Capital Gain Dividends | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,662 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,869 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $433,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03987 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $134,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.14123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,648 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.43369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.39229 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,641 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $77,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.22757 | DistributionYr5Rt |
| Total Distribution | 3.234651 | TotalDistributionRt |
| Average Distribution | 0.646930 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $442,990 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $286,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $286,695 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,988 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $223 | SubtotalAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $261 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38 | OverpaymentAmt |
| Applied To ES Tax | $38 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FORTPHANTOM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M ALEXANDER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256771309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 PINE ST | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES M ALEXANDER | ||||||
| P O BOX 58 | ABILENE | TX | 796040058 | President | 3.00 | $0 |
| H C ZACHRY | ||||||
| P O BOX 1739 | ABILENE | TX | 79604 | Vice President | 0.00 | $0 |
| JOHN L BECKHAM | ||||||
| P O BOX 87 | ABILENE | TX | 796040087 | V P, ASST. S/T | 0.00 | $0 |
| MARILYN GALUSHA | ||||||
| P O BOX 58 | ABILENE | TX | 796040058 | SEC-TREAS | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION, RESTORATION AND MAINTENANCE OF THE FORT PHANTOM HISTORICAL SITE: THE FORT IS OPEN TO THE PUBLIC AND ALLOWS SELF-GUIDED TOURS AND PROVIDES ON-STIE EDUCATIONAL INFORMATION FOR THE VISITORS. THE FOUNDATION ALSO MAINTAINS A WEBSITE WHICH PROVIDES HISTORICAL INFORMATION ABOUT THE SITE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $449,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $449,736 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $449,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $442,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,988 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,988 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-11-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $731 | CurrentYearAmt |
| Total | $731 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $621 | CurrentYearAmt |
| Total | $621 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,988 | CurrentYearAmt |
| Year1 | $17,305 | Year1Amt |
| Year2 | $19,062 | Year2Amt |
| Year3 | $19,648 | Year3Amt |
| Total | $76,003 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,988 | CurrentYearAmt |
| Year1 | $17,305 | Year1Amt |
| Year2 | $19,062 | Year2Amt |
| Year3 | $19,648 | Year3Amt |
| Total | $76,003 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,436,160 | CurrentYearAmt |
| Year1 | $2,356,237 | Year1Amt |
| Year2 | $2,386,755 | Year2Amt |
| Year3 | $2,112,500 | Year3Amt |
| Total | $9,291,652 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,993,170 | CurrentYearAmt |
| Year1 | $1,922,242 | Year1Amt |
| Year2 | $2,251,785 | Year2Amt |
| Year3 | $2,067,196 | Year3Amt |
| Total | $8,234,393 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M ALEXANDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,261 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $242 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,662 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,841 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES M ALEXANDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1158 ELMWOOD DRIVE | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $615 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $615 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| CARETAKER HOUSE | 2001-08-01 | $82,849 | $30,534 | SL | 0.0256 | $2,124 | |
| FENCE | 2008-10-02 | $32,286 | $23,007 | SL | 0.1000 | $3,229 | |
| BARRACKS | 2000-03-21 | $6,901 | $1,416 | SL | 0.0256 | $177 | |
| HOUSE | 2000-10-23 | $2,500 | $512 | SL | 0.0256 | $64 | |
| CHIMNEY STABILIZATION | 2003-08-26 | $17,500 | $3,592 | SL | 0.0256 | $449 | |
| IMPROVEMENTS-KIOSK ETC | 2011-12-31 | $84,520 | $8,668 | SL | 0.0256 | $2,167 | |
| IMPROVEMENTS | 2012-12-31 | $34,473 | $2,689 | SL | 0.0256 | $884 | |
| SPRINKLER SYSTEM | 2012-08-27 | $15,440 | $1,337 | SL | 0.0256 | $396 | |
| 24 HP BRIGGS MOWER | 2015-06-18 | $3,500 | $700 | 200DB | $1,120 | 5.0000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $583 | $583 | ||
| Machinery and Equipment | $12,700 | $8,259 | $4,441 | $4,441 |
| Buildings | $84,063 | $33,611 | $50,452 | $90,000 |
| Improvements | $208,658 | $56,859 | $151,799 | $151,799 |
| Land | $10,719 | $10,719 | $1,188,299 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTIFACTS | Desc |
| BOY Book Value | $517,123 | BOYBookValueAmt |
| EOY Book Value | $517,123 | EOYBookValueAmt |
| EOYFMV | $517,123 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL & ADMINISTRATIVE | $16,884 | $1,920 | $1,920 | $11,964 |
| OPERATING EXPENSES | $7,409 | $7,409 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $242 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
Comments