2015-05-14T06:54:53-05:00 2014-06-30 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990PF 2013-07-01 752910339 SHIRLEY & WILLIAM S MCINTYRE FOUNDATION % WILLIAM S MCINTYRE SHIR 2147029004 12222 MERIT DRIVE Suite 1660 DALLAS TX 75251 William S McIntyre Vice President 9729607693 2015-05-15 true James Youngblood P00047431 9729607693 2013 2016-02-25 16:41:14Z X 2689307 X 405000 2860 2860 0 34861 34861 0 76330 1160294 76330 7500 119629 117210 0 638680 231261 7500 0 0 0 0 5318 0 0 5318 320 0 0 0 33082 33082 0 5364 5364 0 0 44084 38446 0 5318 252210 252210 296294 38446 0 257528 342386 192815 7500 366610 98144 98144 1002518 645993 699690 942962 1891473 1891473 2312090 2635610 2689307 0 X 2312090 2635610 2312090 2635610 2312090 2635610 2312090 342386 2654476 18866 2635610 PUBLICLY TRADED SECURITIES P 1137764 1083964 53800 53800 76330 false 590568 2028310 0.291163 363101 1388621 0.261483 425212 1286067 0.33063 402058 1178915 0.341041 301353 986787 0.305388 1.529705 0.305941 3094364 946693 1928 948621 257528 3856 3856 3856 788 5000 5788 26 1906 1906 false false false false false false false true true TX true false false false false true N/A WILLIAM S MCINTYRE 2147029004 12222 MERIT DRIVE SUITE 1660 DALLAS TX 75251 false false false false false false false false false false false false false false false false false false false false SHIRLEY MCINTYRE 12222 MERIT DRIVE SUITE 1660 DALLAS TX 75251 PRESIDENT 0.5 0 0 0 WILLIAM MCINTYRE 12222 MERIT DRIVE SUITE 1660 DALLAS TX 75251 VICE PRESIDENT 0.5 0 0 0 N/A N/A 867999 382014 1891473 3141486 0 3141486 47122 3094364 154718 154718 3856 3856 150862 7500 158362 158362 257528 0 0 0 0 257528 257528 158362 0 2011 2010 2009 0 257458 343993 361507 295392 490474 1748824 257528 0 158362 99166 1847990 0 0 0 0 257458 1590532 343993 361507 295392 490474 99166 SHIRLEY C MCINTYRE WILLIAM S MC NONE X THE SALVATION ARMY 8787 N STEMMONS FWY STE 800 DALLAS TX 75247 NONE PC GENERAL OPERATIONS 3000 BAYLOR HEALTHCARE SYSTEM FOUNDATION 3500 GASTON AVENUE DALLAS TX 75246 NONE PC GENERAL OPERATIONS 3500 VAIL VETERANS PROGRAM PO BOX 6473 VAIL CO 81658 NONE PC GENERAL OPERATIONS 1190 EAGLE VALLEY RELIGIOUS FOUNDATION PO BOX 1828 EDWARDS CO 81632 NONE PC GENERAL OPERATIONS 500 SEMINARY OF THE SOUTHWEST PO BOX 2247 AUSTIN TX 78768 NONE PC GENERAL OPERATIONS 500 ST PAUL MEDICAL FOUNDATION 5909 HARRY HINES BLVD DALLAS TX 75390 NONE PC GENERAL OPERATIONS 2000 DALLAS SYMPHONY ORCHESTRA MORTON H MEYERSON SYMPHONY CENTER 2301 FLORA STREET DALLAS TX 75201 NONE PC GENERAL OPERATIONS 58750 EPISCOPAL CHURCH OF THE TRANSFIGURATION 14115 HILLCREST RD DALLAS TX 75254 NONE PC GENERAL OPERATIONS 6000 THE TRINITY TRUST 1444 OAK LAWN AVENUE SUITE 200 DALLAS TX 75207 NONE PC GENERAL OPERATIONS 500 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARKWAY OAKLAND CA 94612 NONE PC GENERAL OPERATIONS 1360 DALLAS ARBORETUM 8617 GARLAND ROAD DALLAS TX 75218 NONE PC GENERAL OPERATIONS 60000 ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH 8011 DOUGLAS AVENUE DALLAS TX 75225 NONE PC GENERAL OPERATIONS 12000 BRAVO VAIL VALLEY MUSIC FESTIVAL 2271 N FRONTAGE ROAD W SUITE C VAIL CO 81657 NONE PC GENERAL OPERATIONS 40650 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 NONE PC GENERAL OPERATIONS 3250 ALZHEIMER'S ASSOCIATION 4144 N CENTRAL EXPRESSWAY SUITE 750 DALLAS TX 75204 NONE PC GENERAL OPERATIONS 500 BARBARA BUSH FOUND OF FAMILY LITERACY 516 NORTH ADAMS STREET TALLAHASSEE FL 32301 NONE PC GENERAL OPERATIONS 1000 CAMP JOHN MARC 2824 SWISS AVE DALLAS TX 75204 NONE PC GENERAL OPERATIONS 390 CATHOLIC CHARITIES OF DALLAS INC 9461 LBJ FREEWAY SUITE 128 DALLAS TX 75243 NONE PC GENERAL OPERATIONS 250 CHILDREN'S MEDICAL CENTER OF DALLAS 1935 MEDICAL DISTRICT DR DALLAS TX 75235 NONE PC GENERAL OPERATIONS 6670 FRIENDS OF THE FORT PRESIDIO LA BAHIA PO BOX 57 GOLIAD TX 77963 NONE PC GENERAL OPERATIONS 100 LIBERTY INSTITUTE 2001 W PLANO PKWY SUITE 1600 PLANO TX 75075 NONE PC GENERAL OPERATIONS 1500 MARINE MILITARY ACADEMY 320 IWO JIMA BLVD HARLINGEN TX 78550 NONE PC GENERAL OPERATIONS 100 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC GENERAL OPERATIONS 3000 MOVEMBER FOUNDATION PO BOX 1595 CULVER CITY CA 90232 NONE PC GENERAL OPERATIONS 250 NEW FRIENDS NEW LIFE 6060 N CENTRAL EXPY DALLAS TX 75206 NONE PC GENERAL OPERATIONS 500 PEROT MUSEUM OF NATURE & SCIENCE 2201 N FIELD STREET DALLAS TX 75201 NONE PC GENERAL OPERATIONS 350 READING IS FUNDAMENTAL 1730 RHODE ISLAND AVE NW 11TH FLOOR WASHINGTON DC 20036 NONE PC GENERAL OPERATIONS 500 SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS 8011 DOUGLAS AVE DALLAS TX 75225 NONE PC GENERAL OPERATIONS 750 SALESMANSHIP CLUB FOUNDATION 106 E 10TH ST DALLAS TX 75203 NONE PC GENERAL OPERATIONS 100 SMU SIMMONS HALL 3101 UNIVERSITY BLVD DALLAS TX 75205 NONE PC GENERAL OPERATIONS 250 SMU TATE PRESIDENTIAL SCHOLARHSHIP FUND 3101 UNIVERSITY BLVD DALLAS TX 75205 NONE PC GENERAL OPERATIONS 1000 TACA INC 1722 ROUTH ST SUITE 115 DALLAS TX 75201 NONE PC GENERAL OPERATIONS 1500 TEXAS DISCOVERY GARDENS 3601 MARTIN LUTHER KING JR BLVD DALLAS TX 75210 NONE PC GENERAL OPERATIONS 1750 THE CRANMER INSTITUTE 3308 DANIEL AVENUE DALLAS TX 75205 NONE PC GENERAL OPERATIONS 12000 THE CRYSTAL CHARITY BALL 3838 OAKLAWN AVE STE L150 DALLAS TX 75219 NONE PC GENERAL OPERATIONS 10800 THE DALLAS ARCHITECTURE FORUM PO BOX 596119 DALLAS TX 75359 NONE PC GENERAL OPERATIONS 100 THE DALLAS OPERA 2403 FLORA ST SUITE 500 DALLAS TX 75201 NONE PC GENERAL OPERATIONS 7400 THE NATURE CONSERVANCY OF TEXAS 4245 NORTH FAIRFAX DR SUITE 100 ARLINGTON VA 222031606 NONE PC GENERAL OPERATIONS 3500 THE SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 NONE PC GENERAL OPERATIONS 1500 THE VILAR PERFORMING ARTS CENTER 68 AVONDALE LANE BEAVER CREEK CO 81620 NONE PC GENERAL OPERATIONS 2500 TWU FOUNDATION PO BOX 425618 DENTON TX 76204 NONE PC GENERAL OPERATIONS 250 WOMAN'S GLOBAL EMPOWERMENT FUND PO BOX 6283 DENVER CO 80206 NONE PC GENERAL OPERATIONS 100 Miscellaneous Grants 100 12222 MERIT DRIVE STE 1660 DALLAS TX 75251 NONE PC GENERAL OPERATIONS 400 252210 14 2860 14 34861 15 112129 18 76330 OTHER INCOME - MERIT 15 5081 RECOVERY OF CONTRIBUTION EXPENSE 7500 231261 7500 238761 false false false false false false false false false false X X 1 INTERNATIONAL RISK MANAGEMENT INSTI 12222 Merit Drive 1600 DALLAS TX 75251 405000 X NONE DODGE & COX STOCK 0 0 CITIGROUP CAP IX 0 0 DODGE & COX INTERNATIONAL 47397 55567 DODGE & COX STOCK FUND 0 0 AIG 0 0 AIGWS 0 0 APOLLO INVESTMENT CORP 42893 40074 SPARTAN 500 INDEX FD 0 0 PGF 0 0 EFA 43655 50594 EFV 0 0 IWD 17721 24811 IWF 17867 25006 IWN 20874 28913 VNQ 0 0 VWO 0 0 JPM US LARGE CAP 38553 42623 NEUBERGER BER MU/C 35451 37487 PRIME CAP ODYSSEY STOCK FD 35762 38779 SPDR S&P 500 EFT 36570 39144 ISHARES CORS S&P IJH 20225 21462 OAKMARK INTL FD 45000 46504 VANGUARD FT SE EUROPE ETF 15144 14988 BROWN ADV JAPAN ALPHA 7500 8170 AVERDEEN ASIA - PAC 21411 22369 JPM GLBL RES ENH INDEX FD 14816 16052 DOUBLELINE TOTAL 54770 55327 JPM STRAT INC OPP FD 50000 49958 VANGUARD INTM TRM 80384 81862 MERIT ENERGY PARTNERS E-II 253411 253411 MERIT ENERGY PARTNERS CANADA 6138 6138 MERIT ENERGY PARTNERS H 1631924 1631924 PRIOR PERIOD ADJUSTMENT - UNREALIZED 18866 GAIN ADJUSTMENT ON PRIOR YEAR FMV 0 PRESENTATION OF INVESTMENTS ON BALANCE 0 SHEET. 0 ROYALTY EXP-MERIT E-II 1432 1432 0 0 ROYALTY EXP-MERIT CANADA 164 164 0 0 ROYALTY EXP-MERIT H 1780 1780 0 0 MISCELLANEOUS EXPENSE 672 672 0 0 INVESTMENT EXPENSE 1316 1316 0 0 Other Income - Merit 591 5672 0 Royalty Income-Merit Energy Ptrs E-II 48986 48986 0 Royalty Income-Merit Energy Ptrs Canada 377 377 0 Royalty Income-Merit Energy Ptrs H, LP 62175 62175 0 RECOVERY OF CONTRIBUTION PAID 7500 0 0 FEDERAL TAX PAYMENTS 320 0 0 0