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SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201501349349100605
Schema version
2013v4.0
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)
Return2015-05-14T06:54:53-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANE GORMAN TRUBITT PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12626 HOWELL STREET SUITE 700AddressLine1
CityDALLASCity
StateTXState
ZIP Code752044064ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752910339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY & WILLIAM S MCINTYRE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% WILLIAM S MCINTYREInCareOfNm
Business Name ControlSHIRBusinessNameControlTxt
Phone2147029004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVEAddressLine1
Address Line2Suite 1660AddressLine2
CityDALLASCity
StateTXState
ZIP Code75251ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam S McIntyrePersonNm
Person TitleVice PresidentPersonTitleTxt
Phone9729607693PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames YoungbloodPreparerPersonNm
PTINP00047431PTIN
Phone9729607693PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,689,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$405,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,860InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,860InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$34,861DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,861DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$76,330NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,160,294GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,330CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$7,500IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$119,629OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$117,210OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$638,680TotalRevAndExpnssAmt
Total Net Invst Incm$231,261TotalNetInvstIncmAmt
Total Adj Net Incm$7,500TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,318AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,318AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$320TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$33,082DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$33,082DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$5,364OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,364OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,446TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,318TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$252,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$296,294TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,446TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$257,528TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$342,386ExcessRevenueOverExpensesAmt
Net Investment Income$192,815NetInvestmentIncomeAmt
Adjusted Net Income$7,500AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$366,610CashBOYAmt
Cash EOY$98,144CashEOYAmt
Cash EOYFMV$98,144CashEOYFMVAmt
Corporate Stock BOY$1,002,518CorporateStockBOYAmt
Corporate Stock EOY$645,993CorporateStockEOYAmt
Corporate Stock EOYFMV$699,690CorporateStockEOYFMVAmt
Other Investments BOY$942,962OtherInvestmentsBOYAmt
Other Investments EOY$1,891,473OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,891,473OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,312,090TotalAssetsBOYAmt
Total Assets EOY$2,635,610TotalAssetsEOYAmt
Total Assets EOYFMV$2,689,307TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,312,090RetainedEarningBOYAmt
Retained Earning EOY$2,635,610RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,312,090TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,635,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,312,090TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,635,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,312,090TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$342,386ExcessRevenueOverExpensesAmt
Subtotal$2,654,476SubtotalAmt
Other Decreases$18,866OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,635,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,137,764GrossSalesPriceAmt
Cost Or Other Basis$1,083,964CostOrOtherBasisAmt
Gain Or Loss$53,800GainOrLossAmt
Gains Minus Excess Or Losses$53,800GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$76,330CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$590,568AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,028,310NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.291163DistributionYr1Rt
Adjusted Qlfy Distri Yr2$363,101AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,388,621NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.261483DistributionYr2Rt
Adjusted Qlfy Distri Yr3$425,212AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,286,067NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.33063DistributionYr3Rt
Adjusted Qlfy Distri Yr4$402,058AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,178,915NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.341041DistributionYr4Rt
Adjusted Qlfy Distri Yr5$301,353AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$986,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.305388DistributionYr5Rt
Total Distribution1.529705TotalDistributionRt
Average Distribution0.305941AverageDistributionRt
Net Vl Noncharitable Assets$3,094,364NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$946,693AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,928NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$948,621AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$257,528QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,856InvestmentIncomeExciseTaxAmt
Subtotal$3,856SubtotalAmt
Tax Based On Investment Income$3,856TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$788EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$5,788TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$1,906OverpaymentAmt
Applied To ES Tax$1,906AppliedToESTaxAmt

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 MCINTYREBusinessNameLine1
FieldValueIRS element (for citing)
Phone2147029004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE SUITE 1660AddressLine1
CityDALLASCity
StateTXState
ZIP Code75251ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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 PRESIDENT0.5$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$867,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$382,014AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,891,473FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,141,486TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,141,486AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,122CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,094,364NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,718MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,718MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,856TaxBasedOnInvestmentIncomeAmt
Total Tax$3,856TotalTaxAmt
Distributable Before Adj$150,862DistributableBeforeAdjAmt
Recoveries Qualfied Distri$7,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$158,362DistributableBeforeDedAmt
Distributable As Adjusted$158,362DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$257,528ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$257,528QualifyingDistributionsAmt
Adjusted Qualifying Distri$257,528AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,362DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$257,458ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$343,993ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$361,507ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$295,392ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$490,474ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,748,824TotalExcessDistributionCyovAmt
Qualifying Distributions$257,528QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$158,362AppliedToCurrentYearAmt
Remaining Distri From Corpus$99,166RemainingDistriFromCorpusAmt
Total Corpus$1,847,990TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$257,458ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,590,532ExcessDistriCyovToNextYrAmt
Excess From Year4$343,993ExcessFromYear4Amt
Excess From Year3$361,507ExcessFromYear3Amt
Excess From Year2$295,392ExcessFromYear2Amt
Excess From Year1$490,474ExcessFromYear1Amt
Excess From Current Year$99,166ExcessFromCurrentYearAmt
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 (43 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
THE SALVATION ARMY
8787 N STEMMONS FWY STE 800DALLASTX75247NONEPCGENERAL OPERATIONS$3,000
BAYLOR HEALTHCARE SYSTEM FOUNDATION
3500 GASTON AVENUEDALLASTX75246NONEPCGENERAL OPERATIONS$3,500
VAIL VETERANS PROGRAM
PO BOX 6473VAILCO81658NONEPCGENERAL OPERATIONS$1,190
EAGLE VALLEY RELIGIOUS FOUNDATION
PO BOX 1828EDWARDSCO81632NONEPCGENERAL OPERATIONS$500
SEMINARY OF THE SOUTHWEST
PO BOX 2247AUSTINTX78768NONEPCGENERAL OPERATIONS$500
ST PAUL MEDICAL FOUNDATION
5909 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL OPERATIONS$2,000
DALLAS SYMPHONY ORCHESTRA
MORTON H MEYERSON SYMPHONY CENTERDALLASTX75201NONEPCGENERAL OPERATIONS$58,7502301 FLORA STREET
EPISCOPAL CHURCH OF THE TRANSFIGURATION
14115 HILLCREST RDDALLASTX75254NONEPCGENERAL OPERATIONS$6,000
THE TRINITY TRUST
1444 OAK LAWN AVENUE SUITE 200DALLASTX75207NONEPCGENERAL OPERATIONS$500
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARKWAYOAKLANDCA94612NONEPCGENERAL OPERATIONS$1,360
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCGENERAL OPERATIONS$60,000
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$40,650
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL OPERATIONS$3,250
ALZHEIMER'S ASSOCIATION
4144 N CENTRAL EXPRESSWAYDALLASTX75204NONEPCGENERAL OPERATIONS$500SUITE 750
BARBARA BUSH FOUND OF FAMILY LITERACY
516 NORTH ADAMS STREETTALLAHASSEEFL32301NONEPCGENERAL OPERATIONS$1,000
CAMP JOHN MARC
2824 SWISS AVEDALLASTX75204NONEPCGENERAL OPERATIONS$390
CATHOLIC CHARITIES OF DALLAS INC
9461 LBJ FREEWAYDALLASTX75243NONEPCGENERAL OPERATIONS$250SUITE 128
CHILDREN'S MEDICAL CENTER OF DALLAS
1935 MEDICAL DISTRICT DRDALLASTX75235NONEPCGENERAL OPERATIONS$6,670
FRIENDS OF THE FORT
PRESIDIO LA BAHIAGOLIADTX77963NONEPCGENERAL OPERATIONS$100PO BOX 57
LIBERTY INSTITUTE
2001 W PLANO PKWYPLANOTX75075NONEPCGENERAL OPERATIONS$1,500SUITE 1600
MARINE MILITARY ACADEMY
320 IWO JIMA BLVDHARLINGENTX78550NONEPCGENERAL OPERATIONS$100
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030NONEPCGENERAL OPERATIONS$3,000
MOVEMBER FOUNDATION
PO BOX 1595CULVER CITYCA90232NONEPCGENERAL OPERATIONS$250
NEW FRIENDS NEW LIFE
6060 N CENTRAL EXPYDALLASTX75206NONEPCGENERAL OPERATIONS$500
PEROT MUSEUM OF NATURE & SCIENCE
2201 N FIELD STREETDALLASTX75201NONEPCGENERAL OPERATIONS$350
READING IS FUNDAMENTAL
1730 RHODE ISLAND AVE NWWASHINGTONDC20036NONEPCGENERAL OPERATIONS$50011TH FLOOR
SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS
8011 DOUGLAS AVEDALLASTX75225NONEPCGENERAL OPERATIONS$750
SALESMANSHIP CLUB FOUNDATION
106 E 10TH STDALLASTX75203NONEPCGENERAL OPERATIONS$100
SMU SIMMONS HALL
3101 UNIVERSITY BLVDDALLASTX75205NONEPCGENERAL OPERATIONS$250
SMU TATE PRESIDENTIAL SCHOLARHSHIP FUND
3101 UNIVERSITY BLVDDALLASTX75205NONEPCGENERAL OPERATIONS$1,000
TACA INC
1722 ROUTH STDALLASTX75201NONEPCGENERAL OPERATIONS$1,500SUITE 115
TEXAS DISCOVERY GARDENS
3601 MARTIN LUTHER KING JR BLVDDALLASTX75210NONEPCGENERAL OPERATIONS$1,750
THE CRANMER INSTITUTE
3308 DANIEL AVENUEDALLASTX75205NONEPCGENERAL OPERATIONS$12,000
THE CRYSTAL CHARITY BALL
3838 OAKLAWN AVEDALLASTX75219NONEPCGENERAL OPERATIONS$10,800STE L150
THE DALLAS ARCHITECTURE FORUM
PO BOX 596119DALLASTX75359NONEPCGENERAL OPERATIONS$100
THE DALLAS OPERA
2403 FLORA STDALLASTX75201NONEPCGENERAL OPERATIONS$7,400SUITE 500
THE NATURE CONSERVANCY OF TEXAS
4245 NORTH FAIRFAX DRARLINGTONVA222031606NONEPCGENERAL OPERATIONS$3,500SUITE 100
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219NONEPCGENERAL OPERATIONS$1,500
THE VILAR PERFORMING ARTS CENTER
68 AVONDALE LANEBEAVER CREEKCO81620NONEPCGENERAL OPERATIONS$2,500
TWU FOUNDATION
PO BOX 425618DENTONTX76204NONEPCGENERAL OPERATIONS$250
WOMAN'S GLOBAL EMPOWERMENT FUND
PO BOX 6283DENVERCO80206NONEPCGENERAL OPERATIONS$100
Miscellaneous Grants 100
12222 MERIT DRIVE STE 1660DALLASTX75251NONEPCGENERAL OPERATIONS$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,210TotalGrantOrContriPdDurYrAmt

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$2,860ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,861ExclusionAmt
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$112,129ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$76,330ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
OTHER INCOME - MERIT15$5,081
RECOVERY OF CONTRIBUTION EXPENSE$7,500

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$231,261ExclusionAmt
Related Or Exempt Function Incm$7,500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$238,761TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonINTERNATIONAL RISK MANAGEMENT INSTIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112222 Merit Drive 1600AddressLine1
CityDALLASCity
StateTXState
ZIP Code75251ZIPCode
FieldValueIRS element (for citing)
Total Contributions$405,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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 (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX STOCK$0$0
CITIGROUP CAP IX$0$0
DODGE & COX INTERNATIONAL$47,397$55,567
DODGE & COX STOCK FUND$0$0
AIG$0$0
AIGWS$0$0
APOLLO INVESTMENT CORP$42,893$40,074
SPARTAN 500 INDEX FD$0$0
PGF$0$0
EFA$43,655$50,594
EFV$0$0
IWD$17,721$24,811
IWF$17,867$25,006
IWN$20,874$28,913
VNQ$0$0
VWO$0$0
JPM US LARGE CAP$38,553$42,623
NEUBERGER BER MU/C$35,451$37,487
PRIME CAP ODYSSEY STOCK FD$35,762$38,779
SPDR S&P 500 EFT$36,570$39,144
ISHARES CORS S&P IJH$20,225$21,462
OAKMARK INTL FD$45,000$46,504
VANGUARD FT SE EUROPE ETF$15,144$14,988
BROWN ADV JAPAN ALPHA$7,500$8,170
AVERDEEN ASIA - PAC$21,411$22,369
JPM GLBL RES ENH INDEX FD$14,816$16,052
DOUBLELINE TOTAL$54,770$55,327
JPM STRAT INC OPP FD$50,000$49,958
VANGUARD INTM TRM$80,384$81,862

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERIT ENERGY PARTNERS E-II$253,411$253,411
MERIT ENERGY PARTNERS CANADA$6,138$6,138
MERIT ENERGY PARTNERS H$1,631,924$1,631,924

Land Etc Schedule2 LandEtcSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescriptionDescriptionAmountAmount
PRIOR PERIOD ADJUSTMENT - UNREALIZED$18,866
GAIN ADJUSTMENT ON PRIOR YEAR FMV$0
PRESENTATION OF INVESTMENTS ON BALANCE$0
SHEET.$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ROYALTY EXP-MERIT E-II$1,432$1,432$0$0
ROYALTY EXP-MERIT CANADA$164$164$0$0
ROYALTY EXP-MERIT H$1,780$1,780$0$0
MISCELLANEOUS EXPENSE$672$672$0$0
INVESTMENT EXPENSE$1,316$1,316$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Other Income - Merit$591$5,672$0
Royalty Income-Merit Energy Ptrs E-II$48,986$48,986$0
Royalty Income-Merit Energy Ptrs Canada$377$377$0
Royalty Income-Merit Energy Ptrs H, LP$62,175$62,175$0
RECOVERY OF CONTRIBUTION PAID$7,500$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$320Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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