RAY H MARR FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RAY H MARR FOUNDATION (EIN 26-3172622)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-24
IRS object ID
201742369349100019
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-24T13:24:46-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGHT & BRIGHT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15944 LUTHER LN STE 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255918ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263172622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAY H MARR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAYHBusinessNameControlTxt
Phone2147489614PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 N ST PAULAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAY H MARRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-08-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonG Todd BrightPreparerPersonNm
PTINP01251013PTIN
Phone2143630211PhoneNum
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$4,565,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,938InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,938InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,938InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$86,579OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$86,579OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$88,517TotalRevAndExpnssAmt
Total Net Invst Incm$88,517TotalNetInvstIncmAmt
Total Adj Net Incm$1,938TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,825AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,894OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,894OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$136,758OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135,105OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,653OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$145,477TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$138,999TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,478TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$177,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$177,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$323,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$138,999TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$184,228TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$234,710ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,938AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,313CashBOYAmt
Cash EOY$56,083CashEOYAmt
Cash EOYFMV$56,083CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,703,783SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,590,581SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,590,581SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$24AcctRcvblBOYAmt
Other Investments BOY$2,357,567OtherInvestmentsBOYAmt
Other Investments EOY$2,245,313OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,918,839OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,126,687TotalAssetsBOYAmt
Total Assets EOY$3,891,977TotalAssetsEOYAmt
Total Assets EOYFMV$4,565,503TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$1,000CapitalStockEOYAmt
Retained Earning BOY$4,125,687RetainedEarningBOYAmt
Retained Earning EOY$3,890,977RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,126,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,891,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,126,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,891,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,126,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$234,710ExcessRevenueOverExpensesAmt
Subtotal$3,891,977SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,891,977TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RAY H MARRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147489614PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1325 N ST PAUL SUITE 2500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RAY H MARR
325 N ST PAUL ST 2500DALLASTX75201Director/PRES40.00$0
DOUGLAS W BONNER
325 N ST PAUL ST 2500DALLASTX75201Director/VP40.00$0
G TODD BRIGHT
5944 LUTHER LANE 600DALLASTX75225Director0.00$0
PHYLLIS WEIR
325 NST PAUL ST 2500DALLASTX75201Secretary40.00$0
JUDITH ELDER
325 N ST PAUL STREET2500DALLASTX75225Treasurer40.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,669,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,918,839FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,588,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,588,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,828CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,519,693NetVlNoncharitableAssetsAmt
Minimum Investment Return$225,985MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$225,985MinimumInvestmentReturnAmt
Distributable Before Adj$225,985DistributableBeforeAdjAmt
Distributable Before Ded$225,985DistributableBeforeDedAmt
Distributable As Adjusted$225,985DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$184,228ExpensesAndContributionsAmt
Qualifying Distributions$184,228QualifyingDistributionsAmt
Adjusted Qualifying Distri$184,228AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$225,985DistributableAsAdjustedAmt
Undistributed Income PY$169,764UndistributedIncomePYAmt
Qualifying Distributions$184,228QualifyingDistributionsAmt
Applied To Year1$169,764AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,464AppliedToCurrentYearAmt
Undistributed Income CY$211,521UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAY H MARRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DALLAS DUCKS UNLIMITED
12221 MERIT DRIVE SUITE 1500DALLASTX75251NONEN/AGENERAL SUPPORT CONTRIBUTION$1,750
SMU-INSTITUTE FOR STUDY OF EARTH AN
3225 DANIEL AVENUEDALLASTX75225NONEN/AGENERAL SUPPORT CONTRIBUTION$35,000
THE WINSTON SCHOOL
5707 ROYAL LANEDALLASTX75229NONEN/AGENERAL SUPPORT CONTRIBUTION$75,000
SMU - LYLE SCHOOL OF ENGINEERING
P O BOX 750339DALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTION$40,000
BUCKNER FOUNDATION
600 N PEARL STREET SUITE 2000DALLASTX75201NONEN/AGENERAL SUPPORT CONTRIBUTION$5,000
CLAYTON DABNEY FOUNDATION
6500 GREENVILLE AVE SUITE 342DALLASTX75206NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
LENA POPE ORGANIZATION
3131 SANGUINET STREETFORT WORTHTX76107NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
BOY SCOUTS OF AMERICA-CIRCLE TEN CO
8605 HARRY HINES BLVDDALLASTX75235NONEN/AGENERAL SUPPORT CONTRIBUTION$7,500
CHASES PLACE SCHOLARSHIP FUND
620 N COIT RD STE 2176RICHARDSONTX75080NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
HEROS FOR CHILDREN
1701 GATEWAY BLVD STE 410RICHARDSONTX75080NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
SPCA-ALBRECHT CENTER FOR ANIMAL WEL
199 WILLOW RUN RDAIKENSC29801NONEN/AGENERAL SUPPORT CONTRIBUTION$500
THE TRINITY TRUST
1444 OAKLAWN AVE 200DALLASTX75207NONEN/AGENERAL SUPPORT CONTRIBUTION$500
CHALLENGE AIR
8001 LEMMON AVE SUITE 280DALLASTX75209NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$177,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,938ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
EXCISE TAX OVERPAYMENT15$200
LEASE BONUS15$3,750
MISCELLANEOUS INCOME15$3,000
OIL & GAS ROYALTY INCOME15$79,629

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$88,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,517TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPREPARATION OF FORM 990-PFCategoryTxt
Amt$4,825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,825DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AD VALORUM AND OTHER TAXES$2,915$2,915
DEPLETION$112,254$112,254
GENERAL OFFICE EXPENSES$185$185
INSURANCE$1,468$1,468
PRODUCTION TAXES$19,936$19,936

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX OVERPAYMENT$200$200
LEASE BONUS$3,750$3,750
MISCELLANEOUS INCOME$3,000$3,000
OIL & GAS ROYALTY INCOME$79,629$79,629

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$3,894Amt
Net Investment Income$3,894NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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