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FORT PHANTOM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FORT PHANTOM FOUNDATION (EIN 75-2689278)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-15
IRS object ID
201532279349100403
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)
Return2015-08-15T07:50:57-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ronald J Maberry CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13213 South 22nd StreetAddressLine1Txt
CityAbileneCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79605ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752689278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORT PHANTOM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORTBusinessNameControlTxt
Phone3256771309PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 58AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M ALEXANDERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD J MABERRY CPAPreparerPersonNm
PTINP00285315PTIN
Phone3257959146PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,386,756FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$344,500ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$344,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$695AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$695AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$9,607DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$18,367OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,367OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,669TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,062TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,062TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$315,831ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$111,500CashBOYAmt
Cash EOY$436,885CashEOYAmt
Cash EOYFMV$436,885CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,400SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,400SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,400SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$313,223LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$78,455LandBldgEquipAccumDeprecAmt
Land BOY$244,375LandBOYAmt
Land EOY$234,768LandEOYAmt
Land EOYFMV$1,412,348LandEOYFMVAmt
Other Assets BOY$528,123OtherAssetsBOYAmt
Other Assets EOY$528,123OtherAssetsEOYAmt
Other Assets EOYFMV$528,123OtherAssetsEOYFMVAmt
Total Assets BOY$893,398TotalAssetsBOYAmt
Total Assets EOY$1,209,176TotalAssetsEOYAmt
Total Assets EOYFMV$2,386,756TotalAssetsEOYFMVAmt
Accounts Payable BOY$53AccountsPayableBOYAmt
Total Liabilities BOY$53TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$893,345CapitalStockBOYAmt
Capital Stock EOY$1,209,176CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$893,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,209,176TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$893,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,209,176TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$893,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$315,831ExcessRevenueOverExpensesAmt
Subtotal$1,209,176SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,209,176TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,648AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$45,304NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.43369DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,413AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,927NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.39229DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,641AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,911NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.22757DistributionYr3Rt
Adjusted Qlfy Distri Yr4$77,556AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$149,906NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.51736DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,663AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$161,098NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06619DistributionYr5Rt
Total Distribution3.63710TotalDistributionRt
Average Distribution0.72742AverageDistributionRt
Net Vl Noncharitable Assets$134,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$98,180AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$98,180AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,062QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.FORTPHANTOM.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IDA HERNANDEZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3256771309PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 58AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79604ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES M ALEXANDER
P O BOX 58ABILENETX796040058President3.00$0
H C ZACHRY
P O BOX 1739ABILENETX79604Vice President0.00$0
JOHN L BECKHAM
P O BOX 87ABILENETX796040087V P, ASST. S/T0.00$0
MARILYN GALUSHA
P O BOX 58ABILENETX796040058SEC-TREAS7.50$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)
Description1OPERATION, RESTORATION AND MAINTENANCE OF THE FORT PHANTOM HISTORICAL SITE: THE FORT IS OPEN TO THE PUBLIC AND ALLOWS SELF-GUIDED TOURS AND PROVIDES ON-STIE EDUCATIONAL INFORMATION FOR THE VISITORS. THE FOUNDATION ALSO MAINTAINS A WEBSITE WHICH PROVIDES HISTORICAL INFORMATION ABOUT THE SITE.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$137,025TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$137,025AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$134,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,749MinimumInvestmentReturnAmt

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$19,062ExpensesAndContributionsAmt
Qualifying Distributions$19,062QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,062AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1997-11-21PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$19,062CurrentYearAmt
Year1$19,648Year1Amt
Year2$51,414Year2Amt
Year3$95,643Year3Amt
Total$185,767TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$19,062CurrentYearAmt
Year1$19,648Year1Amt
Year2$51,414Year2Amt
Year3$95,643Year3Amt
Total$185,767TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,386,755CurrentYearAmt
Year1$2,112,500Year1Amt
Year2$2,106,950Year2Amt
Year3$2,000,291Year3Amt
Total$8,606,496TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$2,251,785CurrentYearAmt
Year1$2,067,196Year1Amt
Year2$2,070,023Year2Amt
Year3$1,969,483Year3Amt
Total$8,358,487TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES M ALEXANDERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

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 PersonJAMES M ALEXANDERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11158 ELMWOOD DRIVEAddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79605ZIPCd
FieldValueIRS element (for citing)
Total Contributions$344,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$695Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$695DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
CARETAKER HOUSE2001-08-01$82,849$26,286SL0.0256$2,124
FENCE2008-10-02$32,286$16,549SL0.1000$3,229
BARRACKS2000-03-21$6,901$1,062SL0.0256$177
HOUSE2000-10-23$2,500$384SL0.0256$64
CHIMNEY STABILIZATION2003-08-26$17,500$2,694SL0.0256$449
SPEED QUEEN WASHER2010-08-01$583$409SL0.2000$117
IMPROVEMENTS-KIOSK ETC2011-12-31$84,520$4,334SL0.0256$2,167
IMPROVEMENTS2012-12-31$34,473$921SL0.0256$884
SPRINKLER SYSTEM2012-08-27$15,440$545SL0.0256$396

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$583$526$57$57
Machinery and Equipment$9,200$6,439$2,761$2,761
Buildings$84,063$29,363$54,700$54,700
Improvements$208,658$42,127$166,531$166,531
Land$10,719$10,719$1,188,299

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTIFACTSDesc
BOY Book Value$528,123BOYBookValueAmt
EOY Book Value$528,123EOYBookValueAmt
EOYFMV$528,123EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GENERAL & ADMINISTRATIVE$8,453$8,453
OPERATING EXPENSES$9,914$9,914

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES M ALEXANDERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 58AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79604ZIPCd

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