BETA

BULL FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BULL FOUNDATION (EIN 27-1494865)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349104520
Schema version
2015v2.1
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)
Return2016-11-15T21:46:01-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453751241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROY M GONZALEZ CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1632 EAST KING AVENUEAddressLine1Txt
CityKINGSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78363ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271494865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP783850228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBURT BULLPersonNm
Person TitleBURT BULLPersonTitleTxt
Phone3615925161PhoneNum
Signature2016-04-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY M GONZALEZPreparerPersonNm
PTINP00275838PTIN
Phone3615925161PhoneNum
Preparation2016-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,605,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$64,832DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$17,268NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,901,479GrossSalesPriceAmt
Total Rev And Expnss$47,564TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$2,440TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,124ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,286CashBOYAmt
Cash EOY$58,346CashEOYAmt
Cash EOYFMV$58,346CashEOYFMVAmt
Sav And Temp Cash Invst BOY$41,252SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,253SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,318,132CorporateStockBOYAmt
Corporate Stock EOY$1,301,674CorporateStockEOYAmt
Corporate Stock EOYFMV$1,301,674CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,412,139CorporateBondsBOYAmt
Corporate Bonds EOY$1,236,862CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,236,862CorporateBondsEOYFMVAmt
Total Assets BOY$2,834,809TotalAssetsBOYAmt
Total Assets EOY$2,605,135TotalAssetsEOYAmt
Total Assets EOYFMV$2,605,135TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,793,556CapitalStockBOYAmt
Capital Stock EOY$2,596,882CapitalStockEOYAmt
Retained Earning BOY$41,253RetainedEarningBOYAmt
Retained Earning EOY$8,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,834,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,605,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,834,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,605,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,834,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,124ExcessRevenueOverExpensesAmt
Subtotal$2,879,933SubtotalAmt
Other Decreases$274,798OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,605,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDWARD JONES SHORT TERMP2015-01-012015-12-31$1,247,448$1,321,665-$74,217-$74,217
EDWARD JONES LONG TERMP2014-01-012015-12-31$627,218$597,082$30,136$30,136
EDWARD JONES CAPITAL GAINS DISTRIBUP2015-01-012015-12-31$26,813$26,813$26,813
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,268CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$47,404NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

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
Individual With BooksBURT BULLIndividualWithBooksNm
Phone3616750229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP78385ZIPCd

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
BURT BULL
P O BOX 228SARITATX78385DIRECTOR2.00$0$0$0
LINDA BULL
PO BOX 228SARITATX78385DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1KLEBERG-KENEDY LIVESTOCK SHOWDescription1Txt
Expenses1$75,075Expenses1Amt
Description2BRUSH COUNTY CASADescription2Txt
Expenses2$10,000Expenses2Amt
Description3KLEBERG COUNTY PREGNANCY RESOURCE CENTERDescription3Txt
Expenses3$15,000Expenses3Amt
Description4SOUTH TEXAS CHARITY QUAILDescription4Txt
Expenses4$16,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1HALO FLIGHT CORPUS CHRISTIDescription1Txt
Expenses1$5,000Expenses1Amt
Description2RIVIERA ISDDescription2Txt
Expenses2$2,300Expenses2Amt
All Other Program Rltd Invst Tot$16,120AllOtherProgramRltdInvstTotAmt
Total$23,420TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$23,420ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,420QualifyingDistributionsAmt
Adjusted Qualifying Distri$23,420AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$23,420QualifyingDistributionsAmt
Remaining Distri From Corpus$23,420RemainingDistriFromCorpusAmt
Total Corpus$23,420TotalCorpusAmt
Excess Distri Cyov To Next Yr$23,420ExcessDistriCyovToNextYrAmt
Excess From Current Year$23,420ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTH TEXAS CHARITY QUAIL HUNT
MSC 218 700 UNIVERSITY BLVDKINGSVILLETX78363NONECHARITABLE$16,500
CHURCH OF THE EPIPHIANY
206 N 3RD STREETKINGSVILLETX78363NONECHARITABLE$1,500
KLEBERG-KENEDY SOIL AND WATER CONSE
401 E KING ST STE 100KINGSVILLETX78363NONEEDUCATIONAL$500
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648KINGSVILLETX78363NONEEDUCATIONAL CHARITABLE$75,075
RIVERA ISD
203 SEAHAWK DRIVERIVIERATX78379NONEEDUCATIONAL CHARTIABLE$2,300
AMERICAN HEART ASSOCIATION
500 N SHORELINE BLVDCORPUS CHRISTITX78401NONEEDUCATIONAL$500
NAVY LEAGUE KINGSVILLE COUNCIL
P O BOX 1740KINGSVILLETX78364NONECHARITABLE$1,500
RIVERA CEMETERY ASSOCIATION
CEMETARY ROADRIVIERATX78379NONECHARITABLE$550
BOYS AND GIRLS CLUB OF KINGSVILLE
1238 EAST KENEDY AVENUEKINGSVILLETX78363NONEEDUCATIONAL$1,050
HALO FLIGHT CORPUS CHRISTI
315 PINSON DRIVECORPUS CHRISTITX78415NONENONPROFIT AIR AMBULANCE$5,000
SANDY SOKOL MEMORIAL FUND
16131 FM 912WASHINGTONTX77880NONEEDUCATIONAL$5,200
JAVELINA CLUB
700 UNIVERSITY BLVD MSC 202KINGSVILLETX78363NONEEDUCATIONAL$2,370
COASTAL BEND FCA
8071 LEADS ROADKANSAS CITYMO64129NONECHARITABLE EDUCATIONAL$1,500
WOUNDED WARRIOR
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONECHARITABLE$750
AMERICAN RED CROSS
P O BOX 37839BOONEIA50037NONECHARITABLE EDUCATIONAL$700
BRUSH COUNTY CASA
635 EAST KING STE 110KINGSVILLETX78363NONEEDUCATIONAL$10,000
KLEBERG COUNTY PREGNANCY RESOU
P O BOX 281KINGSVILLETX78363NONECHARITABLEEDUCATIONAL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,995TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescVARIOUSDesc
Amt$16,120Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEDWARD JONES...STOCKSBondNm
EOY Book Value$1,236,862EOYBookValueAmt
EOYFMV$1,236,862EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEDWARD JONESMUTUAL FUNDSStockNm
EOY Book Value$1,301,674EOYBookValueAmt
EOYFMV$1,301,674EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CONTRIBUTIONS DISBURSED TO 501C-3$274,798
ROUNDING$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$2,440Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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