R H PICKERING FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
R H PICKERING FAMILY FOUNDATION (EIN 20-8442734)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-15
IRS object ID
201501669349100300
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-15T05:45:11-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOODY A BOYD CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12913 107TH STREETAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208442734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R H PICKERING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHPIBusinessNameControlTxt
Phone8067473411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 287AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON A PICKERINGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWOODY A BOYDPreparerPersonNm
PTINP00910790PTIN
Phone8065437889PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,771,496FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,335DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,335DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,335DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$61,099NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$335,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,099CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,026NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$93,434TotalRevAndExpnssAmt
Total Net Invst Incm$93,434TotalNetInvstIncmAmt
Total Adj Net Incm$38,361TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$612OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$612OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$308TaxesRevAndExpnssAmt
Taxes Net Invst Incm$308TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$920TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$920TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$161,842ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$161,842ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$920TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$161,842TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$69,328ExcessRevenueOverExpensesAmt
Net Investment Income$92,514NetInvestmentIncomeAmt
Adjusted Net Income$38,361AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$101,058SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$64,705SavAndTempCashInvstEOYAmt
Other Investments BOY$1,776,477OtherInvestmentsBOYAmt
Other Investments EOY$1,737,051OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,771,496OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,877,535TotalAssetsBOYAmt
Total Assets EOY$1,801,756TotalAssetsEOYAmt
Total Assets EOYFMV$1,771,496TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,877,535UnrestrictedBOYAmt
Unrestricted EOY$1,801,756UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,877,535TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,801,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,877,535TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,801,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,877,535TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$69,328ExcessRevenueOverExpensesAmt
Subtotal$1,808,207SubtotalAmt
Other Decreases$6,451OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,801,756TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$55,147
FieldValueIRS element (for citing)
Capital Gain Net Income$61,099CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,026NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,850InvestmentIncomeExciseTaxAmt
Subtotal$1,850SubtotalAmt
Tax Based On Investment Income$1,850TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$1,749OverpaymentAmt
Applied To ES Tax$1,749AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1DON PICKERINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8067473411PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12605 INTERSTATE 27AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79404ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DON A PICKERING
PO BOX 287LUBBOCKTX794080287President1.00$0
JAY L PICKERING
PO BOX 287LUBBOCKTX794080287SECRETARY/TREAS1.00$0
DAVID R PICKERING
PO BOX 287LUBBOCKTX794080287Vice President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONE (FOUNDATION'S SOLE ACTIVITY IS MAKING GRANTS TO EXEMPT ORGANIZATIONS)Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,801,237AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,884,119TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,884,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,855,857NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,850TaxBasedOnInvestmentIncomeAmt
Total Tax$1,850TotalTaxAmt
Distributable Before Adj$90,943DistributableBeforeAdjAmt
Distributable Before Ded$90,943DistributableBeforeDedAmt
Distributable As Adjusted$90,943DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$161,842ExpensesAndContributionsAmt
Qualifying Distributions$161,842QualifyingDistributionsAmt
Adjusted Qualifying Distri$161,842AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,943DistributableAsAdjustedAmt
Undistributed Income PY$88,182UndistributedIncomePYAmt
Qualifying Distributions$161,842QualifyingDistributionsAmt
Applied To Year1$88,182AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,660AppliedToCurrentYearAmt
Undistributed Income CY$17,283UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDON A PICKERINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12605 INTERSTATE 27AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79407ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8067473411RecipientPhoneNum
Form And Info And MaterialsLETTER STATING AMOUNT REQUESTED AND PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsONLY ORGANIZATIONS THAT QUALIFY AS EXEMPT IN SEC 170(b)(1)(A)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonBAYER MUSEUM OF AGRICULTURERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11121 CANYON LAKE DRIVEAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79403ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSEGrantOrContributionPurposeTxt
Amt$161,842Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$161,842TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,335ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61,099RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,335ExclusionAmt
Related Or Exempt Function Incm$61,099RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,434TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,737,051BookValueAmt
EOYFMV$1,771,496EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2013 TAX LIABILITY$2,851
2014 ETP'S$3,600

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST FEESCategoryTxt
Amt$612Amt
Net Investment Income$612NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$308Amt
Net Investment Income$308NetInvestmentIncomeAmt

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