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SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-15
IRS object ID
201630469349100208
Schema version
2014v6.0
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)
Return2016-02-15T12:47:50-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANE GORMAN TRUBITT PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12626 HOWELL STREET SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752044064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752910339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY & WILLIAM S MCINTYRE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM S MCINTYREInCareOfNm
Business Name ControlSHIRBusinessNameControlTxt
Phone2147029004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE SUITE 1660AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam S McIntyrePersonNm
Person TitleVice PresidentPersonTitleTxt
Phone9729607693PhoneNum
Signature2016-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames YoungbloodPreparerPersonNm
PTINP00047431PTIN
Phone2148717500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,227,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$656,134ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,889InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,889InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,068DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,068DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,836NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$130,195GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,836CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$214,726OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$214,726OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$900,653TotalRevAndExpnssAmt
Total Net Invst Incm$244,519TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,389AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,389AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$79,132DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$79,132DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$15,581OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,581OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$111,102TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$94,713TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,389TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$338,285ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$338,285ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$449,387TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$94,713TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$348,674TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$451,266ExcessRevenueOverExpensesAmt
Net Investment Income$149,806NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98,144CashBOYAmt
Cash EOY$609,533CashEOYAmt
Cash EOYFMV$609,533CashEOYFMVAmt
Corporate Stock BOY$645,993CorporateStockBOYAmt
Corporate Stock EOY$578,706CorporateStockEOYAmt
Corporate Stock EOYFMV$592,235CorporateStockEOYFMVAmt
Other Investments BOY$1,891,473OtherInvestmentsBOYAmt
Other Investments EOY$2,025,651OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,025,651OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,635,610TotalAssetsBOYAmt
Total Assets EOY$3,213,890TotalAssetsEOYAmt
Total Assets EOYFMV$3,227,419TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$10,389AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,389TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,635,610RetainedEarningBOYAmt
Retained Earning EOY$3,203,501RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,635,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,203,501TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,635,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,213,890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,635,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$451,266ExcessRevenueOverExpensesAmt
Other Increases$116,625OtherIncreasesAmt
Subtotal$3,203,501SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,203,501TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP2015-05-052015-05-30$21,849$22,841-$992-$992
PUBLICLY TRADED SECURITIESP2001-01-012015-05-05$100,927$113,539-$4,591-$12,612
CAPITAL GAIN DIVIDENDSP$7,419
FieldValueIRS element (for citing)
Capital Gain Net Income$1,836CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$257,528AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,094,364NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083225DistributionYr1Rt
Adjusted Qlfy Distri Yr2$590,568AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,028,310NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.291163DistributionYr2Rt
Adjusted Qlfy Distri Yr3$363,101AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,388,621NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.261483DistributionYr3Rt
Adjusted Qlfy Distri Yr4$425,212AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,286,067NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.33063DistributionYr4Rt
Adjusted Qlfy Distri Yr5$402,058AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,178,915NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.341041DistributionYr5Rt
Total Distribution1.307542TotalDistributionRt
Average Distribution0.261508AverageDistributionRt
Net Vl Noncharitable Assets$3,038,413NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$794,569AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,498NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$796,067AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$348,674QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,996InvestmentIncomeExciseTaxAmt
Subtotal$2,996SubtotalAmt
Tax Based On Investment Income$2,996TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,906EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,000AppliedToEsTaxAmt
Total Payments And Credits$4,906TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$1,909OverpaymentAmt
Applied To ES Tax$1,909AppliedToESTaxAmt

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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM S MCINTYREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147029004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE SUITE 1660AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
SHIRLEY MCINTYRE
12222 MERIT DRIVE SUITE 1660DALLASTX75251PRESIDENT0.5$0$0$0
WILLIAM MCINTYRE
12222 MERIT DRIVE SUITE 1660DALLASTX75251VICE PRESIDENT / secretary0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$813,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$245,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,025,651FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,084,683TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,084,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,038,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,996TaxBasedOnInvestmentIncomeAmt
Total Tax$2,996TotalTaxAmt
Distributable Before Adj$148,925DistributableBeforeAdjAmt
Distributable Before Ded$148,925DistributableBeforeDedAmt
Distributable As Adjusted$148,925DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$348,674ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$348,674QualifyingDistributionsAmt
Adjusted Qualifying Distri$348,674AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,925DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$343,993ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$361,507ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$295,392ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$490,474ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99,166ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,590,532TotalExcessDistributionCyovAmt
Qualifying Distributions$348,674QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$148,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,749RemainingDistriFromCorpusAmt
Total Corpus$1,790,281TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$343,993ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,446,288ExcessDistriCyovToNextYrAmt
Excess From Year4$361,507ExcessFromYear4Amt
Excess From Year3$295,392ExcessFromYear3Amt
Excess From Year2$490,474ExcessFromYear2Amt
Excess From Year1$99,166ExcessFromYear1Amt
Excess From Current Year$199,749ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHIRLEY C MCINTYRE WILLIAM S MCContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BAYLOR HEALTHCARE SYSTEM FOUNDATION
3500 GASTON AVENUE Ste 100DALLASTX75246NONEPCGENERAL OPERATIONS$9,550
ST PAUL MEDICAL FOUNDATION
5909 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL OPERATIONS$2,000
DALLAS SYMPHONY ORCHESTRA
MORTON H MEYERSON SYMPHONY CENTERDALLASTX75201NONEPCGENERAL OPERATIONS$151,8002301 FLORA STREET
THE EPISCOPAL CENTER FOR RENEWAL
10290 MONROE DR STE 101DALLASTX75229NONEPCGENERAL OPERATIONS$250
TEXAS AGGIES CORPS OF CADETS
1400 TAMUCOLLEGE STATIONTX77843NONEPCGENERAL OPERATIONS$250
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCGENERAL OPERATIONS$10,500
ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
8011 DOUGLAS AVENUEDALLASTX75225NONEPCGENERAL OPERATIONS$12,000
BRAVO VAIL VALLEY MUSIC FESTIVAL
2271 N FRONTAGE ROAD W SUITE CVAILCO81657NONEPCGENERAL OPERATIONS$31,825
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL OPERATIONS$3,500
CAMP JOHN MARC
2929 carlisle 355DALLASTX75204NONEPCGENERAL OPERATIONS$500
CHILDREN'S MEDICAL CENTER OF DALLAS
1935 MEDICAL DISTRICT DRDALLASTX75235NONEPCGENERAL OPERATIONS$5,000
NEW FRIENDS NEW LIFE
6060 N CENTRAL EXPYDALLASTX75206NONEPCGENERAL OPERATIONS$500
SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS
8011 DOUGLAS AVEDALLASTX75225NONEPCGENERAL OPERATIONS$150
TACA INC
1722 ROUTH STDALLASTX75201NONEPCGENERAL OPERATIONS$1,000SUITE 115
THE CRYSTAL CHARITY BALL
30 highland park village 206DALLASTX75205NONEPCGENERAL OPERATIONS$850
THE DALLAS OPERA
2403 FLORA STDALLASTX75201NONEPCGENERAL OPERATIONS$200SUITE 500
THE NATURE CONSERVANCY OF TEXAS
2122 KIDWELL ST SUITE 100DALLASTX75214NONEPCGENERAL OPERATIONS$5,500
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219NONEPCGENERAL OPERATIONS$16,270
SONS OF THE REPUBLIC OF TEXAS FOUNDATION
1717 EIGHTH ST SUITE 12BAY CITYTX77414NONEPCGENERAL OPERATIONS$40
VAIL JAZZ FOUNDATION
953 S FRONTAGE RD W 106VAILCO81657NONEPCGENERAL OPERATIONS$5,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONEPCGENERAL OPERATIONS$5,000
WOMEN OF SAINT MICHAEL
8011 douglas avenuedallasTX75225NONEPCGENERAL OPERATIONS$1,000
TEXAS RISK & INSURANCE PROFESSIONAL society
12222 Merit Drive Suite 1600DALLASTX75205NONEPCMEMORIAL FUNDING$1,500
BOYS & GIRLS CLUBS OF GREATER DALLAS
4816 WORTH STDALLASTX75246NONEPCGENERAL OPERATIONS$3,250
DALLAS HERITAGE VILLAGE
1515 S HARWOOD STDALLASTX75215NONEPCGENERAL OPERATIONS$1,250
JUBILEE PARK & COMMUNITY CENTER
PO Box 710759DALLASTX75371NONEPCENDOWMENT FUNDING$25,000
GEORGE W BUSH FOUNDATION
2943 SMU BOULEVARDDALLASTX75205NONEPCGENERAL OPERATIONS$11,500
aware
6222 northaven rddallasTX75230NONEPCGENERAL OPERATIONS$1,400
INSURANCE INDUSTRY CHARITABLE FOUNDATION
3026 Mockingbird Lane Suite 308DALLASTX75205NONEPCGENERAL OPERATIONS$19,500
DALLAS OPERA INNER CIRCLE
2403 FLORA ST STE 500DALLASTX75201NONEPCGENERAL OPERATIONS$3,500
THE DALLAS MUSEUM COLLECTOR
1717 N HARWOOD STdallasTX75201nonePCgeneral operations$5,000
SPENCER EDUCATIONAL FOUNDATION
AVE OF AMERICAS FLOOR 13NEW YORKNY10018NONEPCGENERAL OPERATIONS$2,500
FIRST INTERNATIONAL BIBLE CHURCH
2522 BIG OAKS DRGARLANDTX75044NONEPCGENERAL OPERATIONS$250
FINE ARTS CHAMBER PLAYERS
3630 HARRY HINES BLVD SUITE 302DALLASTX75219NONEPCGENERAL OPERATIONS$150
BOOKER T WASHINGTON
2501 FLORA STDALLASTX75201NONEPCGENERAL OPERATIONS$100
RELAY FOR LIFE- AMERICAN CANCER SOCIETY
250 WILLIAMS STATLANTAGA30303NONEPCGENERAL OPERATIONS$100
EPISCOPAL CHURCH OF THE TRANSFIGURATION
14115 HILLCREST RDDALLASTX75254NONEPCGENERAL OPERATIONS$100
THE TRINITY TRUST
1444 OAK LAWN AVENUE SUITE 200DALLASTX75207NONEPCGENERAL OPERATIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$338,285TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,889ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,068ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$214,691ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,836ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME - MERIT18-$405
SECTION 1231 - MERIT18$440

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$244,519ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$244,519TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
INTERNATIONAL RISK MANAGEMENT INSTI
112222 Merit Drive 1600DALLASTX75251$605,743Yes (X)
AMERICAN CONTRACTORS INSURANCE GROU
212222 MERIT 1600DALLASTX75251$50,391Yes (X)

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTERNATIONAL$29,932$30,172
APOLLO INVESTMENT CORP$70,111$70,803
MORGAN STANLEY EMERGING MKTS$100,048$88,663
JPM US LARGE CAP$38,553$43,096
NEUBERGER BER MU/C$35,451$37,346
PRIME CAP ODYSSEY STOCK FD$35,762$41,199
SPDR S&P 500 EFT$69,889$76,165
ISHARES CORS S&P IJH$49,292$54,743
OAKMARK INTL FD$36,236$34,217
BROWN ADV JAPAN ALPHA$7,500$9,992
AVERDEEN ASIA - PAC$34,911$34,010
JPM GLBL RES ENH INDEX FD$29,816$31,284
DEUTSCHE XTRAC MSCI EAFE$13,968$13,308
ISHARES MSCI EAFE INDEX FUND$27,237$27,237

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERIT ENERGY PARTNERS E-II$277,775$277,775
MERIT ENERGY PARTNERS CANADA$5,783$5,783
MERIT ENERGY PARTNERS H$1,742,093$1,742,093

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTY EXP-MERIT E-II$809$809
ROYALTY EXP-MERIT CANADA$148$148
ROYALTY EXP-MERIT H$5,157$5,157
INVESTMENT EXPENSE$9,467$9,467

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Other Income - Merit-$405-$405
SECTION 1231 GAIN$440$440
Royalty Income-Merit Energy Ptrs E-II$37,048$37,048
Royalty Income-Merit Energy Ptrs H, LP$177,643$177,643

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$116,625Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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