RAY H MARR FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RAY H MARR FOUNDATION (EIN 26-3172622)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-14
IRS object ID
201541959349100704
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)
Return2015-07-14T09:36:59-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGHT & BRIGHT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15944 LUTHER LN STE 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752255918ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263172622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAY H MARR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARRBusinessNameControlTxt
Phone2147489614PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 N ST PAULAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAY H MARRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonG Todd BrightPreparerPersonNm
PTINP01251013PTIN
Phone2143630211PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,524,774FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$679InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$679InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$679InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$246,731OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$246,731OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$247,410TotalRevAndExpnssAmt
Total Net Invst Incm$247,410TotalNetInvstIncmAmt
Total Adj Net Incm$679TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,525AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,525AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,620OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,620OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,490TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$155,902OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$154,472OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,537TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$167,092TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,955TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$163,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$163,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,787TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$167,092TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,205TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,377ExcessRevenueOverExpensesAmt
Net Investment Income$80,318NetInvestmentIncomeAmt
Adjusted Net Income$679AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$127,943CashBOYAmt
Cash EOY$149,642CashEOYAmt
Cash EOYFMV$149,642CashEOYFMVAmt
Sav And Temp Cash Invst BOY$452,543SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$453,142SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$453,142SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,069AcctRcvblAmt
Acct Rcvbl EOY$1,069AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,069AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$3,572PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,082PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,082PrepaidExpensesEOYFMVAmt
Other Investments BOY$2,582,076OtherInvestmentsBOYAmt
Other Investments EOY$2,469,822OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,918,839OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,166,134TotalAssetsBOYAmt
Total Assets EOY$3,075,757TotalAssetsEOYAmt
Total Assets EOYFMV$3,524,774TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$1,000CapitalStockEOYAmt
Retained Earning BOY$3,165,134RetainedEarningBOYAmt
Retained Earning EOY$3,074,757RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,166,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,075,757TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,166,134TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,075,757TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,166,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,377ExcessRevenueOverExpensesAmt
Subtotal$3,075,757SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,075,757TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,606InvestmentIncomeExciseTaxAmt
Subtotal$1,606SubtotalAmt
Tax Based On Investment Income$1,606TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,082EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,082TotalPaymentsAndCreditsAmt
Overpayment$476OverpaymentAmt
Refund$476RefundAmt

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 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 Line1RAY H MARRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147489614PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1325 N ST PAUL SUITE 2500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RAY H MARR
325 N ST PAUL ST 2500DALLASTX75201Director/PRES40.00$0
DOUGLAS W BONNER
325 N ST PAUL ST 2500DALLASTX75201Director/VP40.00$0
G TODD BRIGHT
5944 LUTHER LANE 600DALLASTX75225Director0.00$0
PHYLLIS WEIR
325 NST PAUL ST 2500DALLASTX75201Secretary40.00$0
JUDITH ELDER
325 N ST PAUL STREET2500DALLASTX75225Treasurer40.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$576,261AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,921,990FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,498,251TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,498,251AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,445,777NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,289MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,606TaxBasedOnInvestmentIncomeAmt
Total Tax$1,606TotalTaxAmt
Distributable Before Adj$170,683DistributableBeforeAdjAmt
Distributable Before Ded$170,683DistributableBeforeDedAmt
Distributable As Adjusted$170,683DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,205ExpensesAndContributionsAmt
Qualifying Distributions$169,205QualifyingDistributionsAmt
Adjusted Qualifying Distri$169,205AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$170,683DistributableAsAdjustedAmt
Undistributed Income PY$163,247UndistributedIncomePYAmt
Qualifying Distributions$169,205QualifyingDistributionsAmt
Applied To Year1$163,247AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,958AppliedToCurrentYearAmt
Undistributed Income CY$164,725UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAY H MARRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA-CAMP RENO FUN
8605 HARRY HINES BLVDDALLASTX75235NONEN/AGENERAL SUPPORT CONTRIBUTION$40,000
DALLAS DUCKS UNLIMITED
12221 MERIT DRIVE SUITE 1500DALLASTX75251NONEN/AGENERAL SUPPORT CONTRIBUTION$1,750
SMU-INSTITUTE FOR THE STUDY OF EART
3225 DANIEL AVENUEDALLASTX75225NONEN/AGENERAL SUPPORT CONTRIBUTION$10,000
THE WINSTON SCHOOL
5707 ROYAL LANEDALLASTX75229NONEN/AGENERAL SUPPORT CONTRIBUTION$25,000
SPIRITHORSE INTL THERAPEUTIC CTR
1960 POST OAK DRIVECORINTHTX76210NONEN/AGENERAL SUPPORT CONTRIBUTION$2,500
SMU - LYLE SCHOLARS ANNUAL SCHOLARS
P O BOX 750339DALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTATION$5,000
SMU - DEAN'S FUND FOR ENGINEERING E
P O BOX 750339DALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTION$10,000
BUCKNER FOUNDATION
600 N PEARL STREET SUITE 2000DALLASTX75201NONEN/AGENERAL SUPPORT CONTRIBUTION$5,000
SMU - MACHINE SHOP
PO BOX 750339DALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTION$5,000
CLAYTON DABNEY FDT FOR KIDS WITH CA
6500 GREENVILLE AVE SUITE 342DALLASTX75206NONEN/AGENERAL SUPPORT CONTRIBUTION$3,250
LENA POPE HOME
3131 SANGUINET STREETFORT WORTHTX76107NONEN/AGENERAL SUPPORT CONTRIBUTION$3,250
BOY SCOUTS OF AMERICA-FRIENDS OF SC
8605 HARRY HINES BLVDDALLASTX75235NONEN/AGENERAL SUPPORT CONTRIBUTION$7,500
SMU-MARR UNDERGRADUATE RESEARCH SCH
P O BIX 750339DALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTION$20,000
SMU-ISEM-MARR UNDERGRADUATE RESEARC
3225 DANIEL AVEDALLASTX75275NONEN/AGENERAL SUPPORT CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$163,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$679ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOIL & GAS ROYALTY INCOMEDesc
Exclusion15ExclusionCd
Exclusion$246,731ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$247,410ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$247,410TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPREPARATION OF FORM 990-PFCategoryTxt
Amt$4,525Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,525DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AD VALORUM AND OTHER TAXES$8,414$8,414
DEPLETION$112,254$112,254
GENERAL OFFICE EXPENSES$80$80
INSURANCE$1,350$1,350
PRODUCTION TAXES$33,804$33,804

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOIL & GAS ROYALTY INCOMEDesc
Revenue And Expenses Per Books$246,731RevenueAndExpensesPerBooksAmt
Net Investment Income$246,731NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$12,620Amt
Net Investment Income$12,620NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES ON 2013 NET INVEST INCOMECategoryTxt
Amt$1,490Amt

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