R4 FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- R4 FOUNDATION (EIN 46-5434359)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349100709
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T08:01:19-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751458509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYLANDER CLAY & OPITZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVERFRONT DRIVE SUITE 200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465434359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R4 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R4FO | BusinessNameControlTxt |
| Phone | 8173366500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 EDWARDS RANCH ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET HELMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173366500 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY R HEIN JR | PreparerPersonNm |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,042,411 | 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 | $10,621,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,614 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $881,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $300 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,672,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,668 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $97 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,571 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $998 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $499 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $499 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $87 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,578 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $762 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,829 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,829 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,245 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,234 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,276,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,464 | CashBOYAmt |
| Cash EOY | $5,413,413 | CashEOYAmt |
| Cash EOYFMV | $5,413,413 | CashEOYFMVAmt |
| Acct Rcvbl | $300 | AcctRcvblAmt |
| Acct Rcvbl EOY | $300 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $300 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,866,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,611,525 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,173 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $17,173 | LandEOYAmt |
| Land EOYFMV | $17,173 | LandEOYFMVAmt |
| Total Assets BOY | $20,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,296,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,042,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $20,464 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,296,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,296,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,296,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,276,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,296,899 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,296,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $881,166 | GrossSalesPriceAmt |
| Cost Or Other Basis | $907,780 | CostOrOtherBasisAmt |
| Gain Or Loss | -$26,614 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$26,614 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,614 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.958871 | DistributionYr1Rt |
| Total Distribution | 3.958871 | TotalDistributionRt |
| Average Distribution | 3.958871 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,521,061 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,980,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $735 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,981,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $391,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,469 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,750 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $268 | OverpaymentAmt |
| Applied To ES Tax | $268 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRET HELMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173366500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 EDWARDS RANCH ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BRET HELMER | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | PRESIDENT/CEO | 40.00 | $100,000 | $0 | $0 |
| LAUREN PAVELL | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | SEC/TREASURER | 2.00 | $12,000 | $0 | $0 |
| WALTER REYNOLDS | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CLAIRE REYNOLDS | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DONALD REYNOLDS | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| FANTASY REYNOLDS | ||||||||
| 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | DIRECTOR | 0.25 | $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 | $2,163,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,559,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,559,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,521,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,469 | TotalTaxAmt |
| Distributable Before Adj | $124,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $391,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $391,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $29,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $267,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,512 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $29,187 | ExcessFromYear1Amt |
| Excess From Current Year | $267,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRET HELMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 EDWARDS RANCH ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173366500 | RecipientPhoneNum |
| Recipient Email Address | BHELMER@R4FOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATION FOLLOWING GUIDELINES FOUND IN GRANT APPLICATION ON R4FOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED ALMOST EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS THAT FURTHER WELLNESS, EDUCATION, ARTS, AND COMMUNITY CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF NORTH TEXAS | |||||||
| 306 W 7TH STREET SUITE 1045 | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $27,675 |
| FWPOA FOUNDATION | |||||||
| 904 COLLIER SUITE 100 | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| YWCA | |||||||
| 512 WEST 4TH STREET | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $11,000 |
| JEWEL CHARITY | |||||||
| 5020 COLLINWOOD AVE 400 | FORT WORTH | TX | 76107 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| RECOVERY RESOURCE | |||||||
| 2700 AIRPORT FWY | FORT WORTH | TX | 76111 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $8,000 |
| UPLIFT EDUCATION | |||||||
| 3700 MIGHTY MITE DRIVE | FORT WORTH | TX | 76105 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| TARRANT COUNTY DA | |||||||
| 401 W BELKNAP STREET | FORT WORTH | TX | 76196 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $6,000 |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 |
| MOMENTOUS INSTITUTE | |||||||
| 106 E 10TH STREET | DALLAS | TX | 75203 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $35,000 |
| DREAM OUTSIDE THE BOX | |||||||
| 2821 WEST 7TH STREET 200 | FORT WORTH | TX | 76107 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 |
| COMMUNITIES IN SCHOOL | |||||||
| 6707 BRENTWOOD STAIR ROAD | FORT WORTH | TX | 76112 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2630 WEST FREEWAY 250 | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $7,500 |
| RIVERTREE ACADEMY | |||||||
| 5443 BONNELL AVENUE | FORT WORTH | TX | 76107 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| TRINITY HABITAT FOR HUMANITY | |||||||
| 9333 NORTH NORMANDALE STREET | FORT WORTH | TX | 76116 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| CUISINE FOR HEALING | |||||||
| 1450 8TH AVE | FORT WORTH | TX | 76104 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| CHILD STUDY CENTER | |||||||
| 1300 W LANCASTER AVE 100 | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $7,500 |
| KEY SCHOOL | |||||||
| 3947 EAST LOOP 820 SOUTH | FORT WORTH | TX | 76119 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| THE CLIBURN | |||||||
| 201 MAIN STREET 100 | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| JAMES L WEST | |||||||
| 1111 SUMMIT AVE | FORT WORTH | TX | 76102 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| HOPE FARM | |||||||
| 868 EAST JESSAMINE STREET | FORT WORTH | TX | 76104 | NONE | PC | ASSIST IN MEETING THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,675 | 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 | $247 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,024 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,614 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,957 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WALTER REYNOLDS | ||||||
| 1 | 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | $5,310,750 | Yes (X) |
| DONALD REYNOLDS | ||||||
| 2 | 5804 EDWARDS RANCH ROAD | FORT WORTH | TX | 76109 | $5,310,750 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCEPTING GOODS, SVCS, OR FACILITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VII-B LINE 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR, THE ORGANIZATION CONDUCTED ITS OPERATIONS OUT OF THE OFFICES OF REYNOLDS CLEARFORK. WALT REYNOLDS 2009 IAT AND DONALD REYNOLDS 2009 IAT ARE THE OWNERS OF REYNOLDS CLEARFORK. THE TRUSTORS, WALT REYNOLDS AND DONALD REYNOLDS, ARE DIRECTORS OF THE R4 FOUNDATION. THE OFFICE SPACE IS DONATED BY REYNOLDS CLEARFORK. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,866,013 | BookValueAmt |
| EOYFMV | $4,611,525 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $998 | LegalFeesAmt |
| Net Investment Income | $499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $499 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $152 | $152 | $0 |
| WEBSITE DESIGN | $2,822 | $0 | $2,822 |
| SUPPLIES | $203 | $101 | $102 |
| BOARD MEETINGS | $140 | $70 | $70 |
| POSTAGE | $13 | $7 | $6 |
| DUES | $1,205 | $0 | $1,205 |
| STAFF DEVELOPMENT | $40 | $0 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $2,342 | Amt |
| Net Investment Income | $2,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $8,665 | Amt |
| Net Investment Income | $87 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,578 | DisbursementsCharitablePrpsAmt |
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