BYRON NELSON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BYRON NELSON FOUNDATION (EIN 75-2806927)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349103060
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T17:05:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752806927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BYRON NELSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRO | BusinessNameControlTxt |
| Phone | 9724486953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 ELEVEN STRAIGHT LANE | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY NELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9724486953 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON M BRADLEY | PreparerPersonNm |
| PTIN | P01246313 | PTIN |
| Phone | 9724901970 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,555,926 | 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 | $1,100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,302,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,017 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $504 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,447 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,681 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,157,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,558 | CashBOYAmt |
| Cash EOY | $26,908 | CashEOYAmt |
| Cash EOYFMV | $26,908 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,584,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,401,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,613,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $515,861 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $949,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $915,348 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $548 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $548 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,221,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,378,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,555,926 | 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 | $2,221,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,378,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,221,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,378,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,221,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,378,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,221,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,157,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,378,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,378,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 11,363.610 SHS - METROPOLITAN WETS LOW DURATION | P | 2014-12-04 | $100,113 | $100,227 | -$114 | -$114 | |
| 1,036.063 SHS - FIDELITY TOTAL BOND | P | $11,000 | $10,637 | $363 | $363 | ||
| 10.9451 SHS - ALLCAP GROWTH EQUITY | P | 2014-02-20 | $1,160 | $1,079 | $81 | $81 | 2013-08-12 |
| 10.2359 SHS - ALLCAP VALUE EQUITY | P | 2014-02-20 | $2,133 | $2,064 | $69 | $69 | 2013-09-26 |
| 332.6667 SHS - ALLCAP GROWTH EQUITY | P | 2014-02-20 | $35,255 | $29,417 | $5,838 | $5,838 | 2013-01-02 |
| 60.4489 SHS - ALLCAP VALUE EQUITY | P | 2014-02-20 | $12,598 | $10,894 | $1,704 | $1,704 | 2013-01-02 |
| 33.4275 SHS - GLOBAL EQUITY | P | 2014-02-21 | $4,912 | $4,356 | $556 | $556 | 2013-01-04 |
| FROM K-1 - ALLCAP GROWTH INVESTMENT TRUST | P | 2014-12-31 | $7,104 | $7,104 | $7,104 | ||
| FROM K-1 - ALLCAP GROWTH INVESTMENT TRUST | P | 2014-12-31 | $39,142 | $39,142 | $39,142 | ||
| FROM K-1 - ALLCAP VALUE INVESTMENT TRUST | P | 2014-12-31 | $6,588 | $6,588 | $6,588 | ||
| FROM K-1 - ALLCAP VALUE INVESTMENT TRUST | P | 2014-12-31 | $47,515 | $47,515 | $47,515 | ||
| FROM K-1 - EMERGING MARKETS FUND | P | 2014-12-31 | $434 | $434 | $434 | ||
| FROM K-1 - EMERGING MARKETS FUND | P | 2014-12-31 | $2,623 | -$2,623 | -$2,623 | ||
| FROM K-1 - GLOBAL EQUITY FUND | P | 2014-12-31 | $1,893 | -$1,893 | -$1,893 | ||
| FROM K-1 - GLOBAL EQUITY FUND | P | 2014-12-31 | $6,444 | $6,444 | $6,444 | ||
| FROM K-1 - HIGH YIELD BOND INVESTMENT TRUST | P | 2014-12-31 | $787 | -$787 | -$787 | ||
| FROM K-1 - HIGH YIELD BOND INVESTMENT TRUST | P | 2014-12-31 | $235 | -$235 | -$235 | ||
| FROM K-1 - INCOME OPPORTUNITY FUND | P | 2014-12-31 | $1,587 | $1,587 | $1,587 | ||
| FROM K-1 - INCOME OPPORTUNITY FUND | P | 2014-12-31 | $11,313 | $11,313 | $11,313 | ||
| FROM K-1 - INTERMEDIATE BOND FUND | P | 2014-12-31 | $80 | -$80 | -$80 | ||
| FROM K-1 - INTERMEDIATE BOND FUND | P | 2014-12-31 | $961 | -$961 | -$961 | ||
| FROM K-1 - INTERNATIONAL FIXED INCOME | P | 2014-12-31 | $730 | $730 | $730 | ||
| FROM K-1 - INTERNATIONAL FIXED INCOME | P | 2014-12-31 | $425 | $425 | $425 | ||
| FROM K-1 - REIT INVESTMENT FUND | P | 2014-12-31 | $406 | $406 | $406 | ||
| FROM K-1 - REIT INVESTMENT FUND | P | 2014-12-31 | $1,277 | $1,277 | $1,277 | ||
| FROM K-1 - SHORT DURATION HIGH-YIELD BOND | P | 2014-12-31 | $1,355 | -$1,355 | -$1,355 | ||
| FROM K-1 - SHORT DURATION HIGH-YIELD BOND | P | 2014-12-31 | $2,567 | -$2,567 | -$2,567 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,534 | $1,534 | $1,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,295,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017599 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $757,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $187,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,437 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $172,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,341 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $150,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048687 | DistributionYr5Rt |
| Total Distribution | 0.166460 | TotalDistributionRt |
| Average Distribution | 0.033292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,791,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,937 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,653 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,504 | 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 | $1,716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $684 | OverpaymentAmt |
| Applied To ES Tax | $684 | 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 |
| Individual With Books | JON M BRADLEY | IndividualWithBooksNm |
| Phone | 9724486953 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PEGGY NELSON | ||||||||
| 778 ELEVEN STRAIGHT LANE | ROANOKE | TX | 76262 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JON M BRADLEY | ||||||||
| 12221 MERIT DRIVE SUITE 1400 | DALLAS | TX | 75251 | SECY/TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES P SUMMERALL | ||||||||
| 6710 CLIFFBROOK | DALLAS | TX | 75252 | DIRECTOR | 0.00 | $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 | $2,803,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,834,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,834,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,791,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,716 | TotalTaxAmt |
| Distributable Before Adj | $137,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,504 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,716 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $108,622 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,622 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $135,980 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY - GOLF CURRENT FUND | |||||||
| ACU BOX 29132 | ABILENE | TX | 796999132 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29132 | ABILENE | TX | 796999132 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE HILLS CHURCH | |||||||
| 6300 NE LOOP 820 NORTH | RICHLAND HILLS | TX | 761807899 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| SALESMANSHIP CLUB | |||||||
| 106 E 10TH ST SUITE 200 | DALLAS | TX | 752032296 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,495 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FROM K-1 - EMERGING MARKETS FUND | 18 | -$69 |
| FROM K-1 - GLOBAL EQUITY FUND | 18 | -$240 |
| FROM K-1 - INTERNATIONAL FIXED INCOME | 18 | $276 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,267 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF BYRON NELSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,017 | Amt |
| Net Investment Income | $1,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $504 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY TOTAL BOND | $11,087 | $11,521 |
| HIGH YIELD BOND INVESTMENT TRUST | $133,342 | $125,741 |
| INTERMEDIATE BOND FUND | $556,546 | $542,278 |
| SHORT DURATION HIGH-YIELD BOND | $248,532 | $235,808 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPARTAN 500 INDEX FUND | $43,045 | $68,370 |
| SPARTAN EXT MKT INDEX FUND | $44,220 | $62,441 |
| ALLCAP GROWTH EQUITY INVESTMENT TRUST | $381,248 | $409,048 |
| ALLCAP VALUE EQUITY INVESTMENT TRUST | $663,569 | $737,679 |
| EMERGING MARKETS FUND | $167,762 | $162,482 |
| GLOBAL EQUITY FUND | $449,576 | $477,140 |
| INCOME OPPORTUNITY FUND | $455,627 | $487,200 |
| REIT INVESTMENT FUND | $96,117 | $111,505 |
| INTERNATIONAL FIXED INCOME | $100,410 | $97,257 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| EOY Book Value | $548 | EOYBookValueAmt |
| EOYFMV | $548 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $27,681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - EMERGING MARKETS FUND | -$69 | -$69 | -$69 |
| FROM K-1 - GLOBAL EQUITY FUND | -$240 | -$240 | -$240 |
| FROM K-1 - INTERNATIONAL FIXED INCOME | $276 | $276 | $276 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,447 | $1,447 | $0 |
| FEDERAL TAXES | $3,888 | $0 | $0 |
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