BEALL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEALL FOUNDATION (EIN 75-2850868)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349101084
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:44:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731535208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARK GEURKINK CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MCGEE DR STE 101 | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730725858 | 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 | 752850868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEALL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAL | BusinessNameControlTxt |
| Phone | 8173991100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S BEALL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8173991100 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MARK GEURKINK | PreparerPersonNm |
| PTIN | P00441772 | PTIN |
| Phone | 4053217575 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| 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 | $1,859,310 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,194 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,194 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,672 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,672 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,823 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,001 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,001 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $109,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,690 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,867 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $1,221 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,221 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,221 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,221 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $249 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $249 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $249 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,470 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,470 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$212,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,397 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,693 | CashBOYAmt |
| Cash EOY | $29,795 | CashEOYAmt |
| Cash EOYFMV | $29,795 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,505 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,879,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,629,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,809,010 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,917,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,679,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,859,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,917,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,679,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,917,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,917,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,679,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,917,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$212,409 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,704,636 | SubtotalAmt |
| Other Decreases | $25,080 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,679,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BECTON DICKINSON | P | 2015-03-17 | 2015-10-19 | $10,536 | $11,055 | -$519 | -$519 |
| CAREFUSION | P | 2012-07-05 | 2015-03-17 | $60,056 | $24,426 | $35,630 | $35,630 |
| PALLADON VENTURES | P | 2011-06-20 | 2015-10-19 | $52 | $28,195 | -$28,143 | -$28,143 |
| CRESTWOOD PARTNERS | P | 2005-10-26 | 2015-10-02 | $2 | $2 | $2 | |
| ENERGY TRANSFER | P | 2013-02-07 | 2015-03-03 | $59,989 | $48,557 | $11,432 | $11,432 |
| PHILIP MORRIS | P | 2005-06-14 | 2015-03-03 | $33,169 | $32,400 | $769 | $769 |
| SPDR S&P | P | 2013-02-19 | 2015-03-09 | $31,017 | $25,358 | $5,659 | $5,659 |
| VISA | P | 2009-10-07 | 2015-03-03 | $26,990 | $21,500 | $5,490 | $5,490 |
| SECTION 1231 GAIN/(LOSS) FROM PARTNE | P | $645 | -$645 | -$645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,823 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$519 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $251,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,289,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109634 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $193,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,120,612 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,729,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,452,196 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,283,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039078 | DistributionYr5Rt |
| Total Distribution | 0.338071 | TotalDistributionRt |
| Average Distribution | 0.067614 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,066,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,082 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $322,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,082 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,082 | SubtotalAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,105 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEALL FOUNDATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173991100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY A BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FALLIS A BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,055,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,098,296 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,098,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,066,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,082 | TotalTaxAmt |
| Distributable Before Adj | $102,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,099 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $322,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,082 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,259 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,124 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $88,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $322,099 | QualifyingDistributionsAmt |
| Applied To Current Year | $102,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,840 | RemainingDistriFromCorpusAmt |
| Total Corpus | $461,236 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,124 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $448,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $88,941 | ExcessFromYear2Amt |
| Excess From Year1 | $139,331 | ExcessFromYear1Amt |
| Excess From Current Year | $219,840 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S BEALL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT S BEALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173991100 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | FDN | UNRESTRICTED | $140,500 |
| BETA THETA PI FOUNDATION OF OK | |||||||
| 800 CHAUTAUQUA AVE | NORMAN | OK | 73069 | N/A | FDN | UNRESTRICTED | $81,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL RD | NORMAN | OK | 73019 | N/A | FDN | UNRESTRICTED | $61,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1000 CHURCH ST | COLLEYVILLE | TX | 76034 | N/A | CHURCH | UNRESTRICTED | $32,100 |
| CHILD STUDY CENTER FOUNDATION | |||||||
| 1300 WEST LANCASTER AVE | FORT WORTH | TX | 76102 | N/A | FDN | UNRESTRICTED | $2,500 |
| MISSION CENTRAL | |||||||
| 625 HARWOOD ROAD | BEDFORD | TX | 76021 | N/A | UNRESTRICTED | $1,500 | |
| SIMMONS CENTER FOUNDATION | |||||||
| 800 CHISHOLM TRAIL PKWY | DUNCAN | OK | 73533 | N/A | FDN | UNRESTRICTED | $1,000 |
| GLOBAL HANDS OF HEALING | |||||||
| PO BOX 54786 | HURST | TX | 76054 | N/A | 501(C)3 | UNRESTRICTED | $500 |
| CHISHOLM TRAIL HERITAGE ASSOCATION | |||||||
| 1000 CHISHOLM TRAIL PKWY | DUNCAN | OK | 73533 | N/A | UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,194 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,672 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,001 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,823 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,690 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,690 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,629,256 | EOYBookValueAmt |
| EOYFMV | $1,809,010 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP LOSS | $23,496 |
| NON-DEDUCTIBLE EXPENSES | $92 |
| FEDERAL INCOME TAX | $1,492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,001 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $249 | Amt |
| Net Investment Income | $249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $249 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $249 | DisbursementsCharitablePrpsAmt |
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