BETA

BULL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BULL FOUNDATION (EIN 27-1494865)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-11
IRS object ID
201503229349100305
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)
Return2015-11-11T13:34:58-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453751241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROY M GONZALEZ CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1632 EAST KING AVENUEAddressLine1Txt
CityKINGSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78363ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271494865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP783850228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBURT BULLPersonNm
Person TitleBURT BULLPersonTitleTxt
Phone3615925161PhoneNum
Signature2015-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY M GONZALEZPreparerPersonNm
PTINP00275838PTIN
Phone3615925161PhoneNum
Preparation2015-11-11PreparationDt
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$2,793,557FMVAssetsEOYAmt
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$82,221DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$78,662NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,225,384GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,662CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8,627NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$160,883TotalRevAndExpnssAmt
Total Net Invst Incm$78,662TotalNetInvstIncmAmt
Total Adj Net Incm$8,627TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$37,500OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$37,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,383ExcessRevenueOverExpensesAmt
Net Investment Income$78,662NetInvestmentIncomeAmt
Adjusted Net Income$8,627AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$144,839CashBOYAmt
Cash EOY$63,286CashEOYAmt
Cash EOYFMV$63,286CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,252SavAndTempCashInvstEOYAmt
Corporate Stock BOY$2,342,057CorporateStockBOYAmt
Corporate Stock EOY$1,318,132CorporateStockEOYAmt
Corporate Stock EOYFMV$1,318,132CorporateStockEOYFMVAmt
Corporate Bonds BOY$347,971CorporateBondsBOYAmt
Corporate Bonds EOY$1,412,139CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,412,139CorporateBondsEOYFMVAmt
Total Assets BOY$2,855,493TotalAssetsBOYAmt
Total Assets EOY$2,834,809TotalAssetsEOYAmt
Total Assets EOYFMV$2,793,557TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,849,376CapitalStockBOYAmt
Capital Stock EOY$2,793,556CapitalStockEOYAmt
Retained Earning BOY$6,117RetainedEarningBOYAmt
Retained Earning EOY$41,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,855,493TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,834,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,855,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,834,809TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,855,493TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,383ExcessRevenueOverExpensesAmt
Subtotal$2,978,876SubtotalAmt
Other Decreases$144,067OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,834,809TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDWARD JONES 783-14198-1-2 SHORT TEP2014-01-012014-12-31$861,159$876,213-$15,054-$15,054
EDWARD JONES 783-14198-1-2 LONG TERP2010-01-012014-12-31$340,544$270,509$70,035$70,035
EDWARD JONES 783-14198-1-2 UNKNOWNP2014-01-012014-12-31$11$11$11
EDWARD JONES CAPITAL GAIN DISTRIBUTP2010-01-012014-12-31$23,670$23,670$23,670
FieldValueIRS element (for citing)
Capital Gain Net Income$78,662CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,627NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,573InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,573SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,573TaxBasedOnInvestmentIncomeAmt
Tax Due$1,573TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksBURT BULLIndividualWithBooksNm
Phone3616750229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP78385ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
BURT BULL
P O BOX 228SARITATX78385DIRECTOR2.00$0$0$0
LINDA BULL
PO BOX 228SARITATX78385DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1KLEBERG-KENEDY LIVESTOCK SHOWDescription1Txt
Expenses1$66,467Expenses1Amt
Description2BRUSH COUNTY CASADescription2Txt
Expenses2$15,000Expenses2Amt
Description3KLEBERG COUNTY PREGNANCY RESOURCE CENTERDescription3Txt
Expenses3$20,000Expenses3Amt
Description4RIVIERA INDEPENDENT SCHOOL DISTRICTDescription4Txt
Expenses4$5,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1KLEBERG COUNTY JUNIOR LIVESTOCK SHOW ASSOCIATIONDescription1Txt
Expenses1$66,467Expenses1Amt
Description2KLEBERG COUNTY PREGNANCY RESOURCE CENTERDescription2Txt
Expenses2$20,000Expenses2Amt
All Other Program Rltd Invst Tot$57,600AllOtherProgramRltdInvstTotAmt
Total$144,067TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$144,067ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,067QualifyingDistributionsAmt
Adjusted Qualifying Distri$144,067AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$144,067QualifyingDistributionsAmt
Remaining Distri From Corpus$144,067RemainingDistriFromCorpusAmt
Total Corpus$144,067TotalCorpusAmt
Excess Distri Cyov To Next Yr$144,067ExcessDistriCyovToNextYrAmt
Excess From Current Year$144,067ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTH TEXAS CHARITY QUAIL HUNT
MSC 218 700 UNIVERSITY BLVDKINGSVILLETX78363NONECHARITABLE$6,500
CHURCH OF THE EPIPHIANY
206 N 3RD STREETKINGSVILLETX78363NONECHARITABLE$1,000
KLEBERG-KENEDY SOIL AND WATER CONSE
401 E KING ST STE 100KINGSVILLETX78363NONEEDUCATIONAL$2,000
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648KINGSVILLETX78363NONEEDUCATIONAL CHARITABLE$66,467
RIVERA ISD
203 SEAHAWK DRIVERIVIERATX78379NONEEDUCATIONAL CHARTIABLE$5,500
AMERICAN HEART ASSOCIATION
500 N SHORELINE BLVDCORPUS CHRISTITX78401NONEEDUCATIONAL$3,000
NAVY LEAGUE KINGSVILLE COUNCIL
P O BOX 1740KINGSVILLETX78364NONECHARITABLE$2,500
RIVERA CEMETERY ASSOCIATION
CEMETARY ROADRIVIERATX78379NONECHARITABLE$2,000
RIVERIA BEAUTIFICATION ASSOCIATION
P O BO 86RIVIERATX78379NONECHARITABLE$2,000
BOYS AND GIRLS CLUB OF KINGSVILLE
1238 EAST KENEDY AVENUEKINGSVILLETX78363NONEEDUCATIONAL$2,500
BROOKES BLOSSOMING HOPE
709 MILWAUKEE STE ADELAFIELDWI53018NONEEDUCATIONAL CHARITABLE$2,500
KING HIGH HISTORICAL FOUNDATION
PO BOX 911KINGSVILLETX78363NONEEDUCATIONAL$5,000
HALO FLIGHT CORPUS CHRISTI
315 PINSON DRIVECORPUS CHRISTITX78415NONENONPROFIT AIR AMBULANCE$5,000
BRUSH COUNTRY CASA
635 EAST KING STE 110KINGSVILLETX78363NONEEDUCATIONAL$15,000
KLEBERG COUNTY PREGNANCY RESOU
P O BOX 281KINGSVILLETX78363NONECHARITABLEEDUCATIONAL$20,000
GRANDSTAND SPORTS AND MEMORABILIA
148 MADISON AVENUE 14TH FLNEW YORKNY10016NONECHARITABLE$1,850
JAVELINA CLUB
700 UNIVERSITY BLVD MSC 202KINGSVILLETX78363NONEEDUCATIONAL$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$144,067TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescVARIOUSDesc
Amt$57,600Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EDWARD JONES...STOCKS$1,412,139$1,412,139
EDWARD JONES...BONDS$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEDWARD JONESMUTUAL FUNDSStockNm
EOY Book Value$1,318,132EOYBookValueAmt
EOYFMV$1,318,132EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS DISBURSED TO 501C-3Desc
Amt$144,067Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUNIFIED MANAGED ACCOUNT FEESCategoryTxt
Amt$37,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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