BEALL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BEALL FOUNDATION (EIN 75-2850868)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349100934
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:01:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731535208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARK GEURKINK CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MCGEE DR STE 101 | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730725858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752850868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEALL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAL | BusinessNameControlTxt |
| Phone | 8173991100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BEALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173991100 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MARK GEURKINK | PreparerPersonNm |
| PTIN | P00441772 | PTIN |
| Phone | 4053217575 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,340,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $54,565 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,030 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,030 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,030 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,086 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,086 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $496,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,355 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $67 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $210,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,471 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,183 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,250 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,709 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,709 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,709 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,709 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $439 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $439 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,398 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,398 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,785 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,472 | CashBOYAmt |
| Cash EOY | $19,693 | CashEOYAmt |
| Cash EOYFMV | $19,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,219 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,914,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,879,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,302,240 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,965,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,917,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,340,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,965,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,917,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,965,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,917,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,965,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,917,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,965,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,923,511 | SubtotalAmt |
| Other Decreases | $6,466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,917,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA | P | 2013-06-30 | 2014-02-07 | $17,525 | $17,610 | -$85 | -$85 |
| AT&T | P | 2013-06-30 | 2014-02-07 | $9,638 | $11,016 | -$1,378 | -$1,378 |
| UNITED STATES LIME & MINERAL | P | 2013-06-30 | 2014-02-19 | $5,590 | $5,455 | $135 | $135 |
| UNITED STATES LIME & MINERAL | P | 2013-06-30 | 2014-05-12 | $16,760 | $15,365 | $1,395 | $1,395 |
| NORDIC AMERICAN OFFSHORE | P | 2014-07-23 | 2014-08-11 | $12 | $12 | ||
| AT&T | P | 2010-12-02 | 2014-02-19 | $188,703 | $193,070 | -$4,367 | -$4,367 |
| UNIVERSAL INSURANCE HOLDINGS | P | 2010-03-15 | 2014-03-28 | $105,951 | $43,462 | $62,489 | $62,489 |
| VERIZON COMMUNICATIONS | P | 2012-02-16 | 2014-02-19 | $114,939 | $99,685 | $15,254 | $15,254 |
| LTCG FROM K-1'S | P | 2013-01-01 | 2014-12-31 | $10,912 | $10,912 | $10,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,355 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $67 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,762 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,120,612 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,729,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045585 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,452,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052403 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,283,322 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,089,943 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056792 | DistributionYr5Rt |
| Total Distribution | 0.285229 | TotalDistributionRt |
| Average Distribution | 0.057046 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,289,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,014 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,429 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,391 | SubtotalAmt |
| Tax Based On Investment Income | $1,391 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,405 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEALL FOUNDATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173991100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT S BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY A BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| FALLIS A BEALL | ||||||||
| 5300 MIRAMAR | COLLEYVILLE | TX | 76034 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,280,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,324,658 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,324,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,289,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,391 | TotalTaxAmt |
| Distributable Before Adj | $113,098 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,098 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,429 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $251,038 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,098 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,124 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $88,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,429 | QualifyingDistributionsAmt |
| Applied To Current Year | $113,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,331 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,414 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $241,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,124 | ExcessFromYear4Amt |
| Excess From Year1 | $88,941 | ExcessFromYear1Amt |
| Excess From Current Year | $139,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S BEALL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT S BEALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 MIRAMAR LANE | AddressLine1Txt |
| City | COLLEYVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173991100 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | FDN | UNRESTRICTED | $100,000 |
| BETA THETA PI FOUNDATION OF OK | |||||||
| 800 CHAUTAUQUA AVE | NORMAN | OK | 73069 | N/A | FDN | UNRESTRICTED | $65,000 |
| CHILD STUDY CENTER FOUNDATION | |||||||
| 1300 W LANCASTER AVE | FT WORTH | TX | 76102 | N/A | FDN | UNRESTRICTED | $12,500 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL RD | NORMAN | OK | 73019 | N/A | FDN | UNRESTRICTED | $70,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,030 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,086 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,075 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,191 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEC. 1231 FROM K-1'S | AssetDesc |
| Acquired | 2013-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-12 | SoldDt |
| Basis | $14,194 | BasisAmt |
| Total Net | -$14,194 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,879,133 | EOYBookValueAmt |
| EOYFMV | $2,302,240 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP LOSS | $5,729 |
| NON-DEDUCTIBLE EXPENSES | $118 |
| FEDERAL INCOME TAX | $619 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $439 | Amt |
| Net Investment Income | $439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $439 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $439 | DisbursementsCharitablePrpsAmt |
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