SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-01-23
IRS object ID: 201400239349100000
Schema version: 2012v2.3
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
Schedule B
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Expenses Schedule
Other Income Schedule2
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-23T07:34:56-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LANE GORMAN TRUBITT PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2626 HOWELL STREET SUITE 700	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752044064	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	752910339	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SHIRLEY & WILLIAM S MCINTYRE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% WILLIAM S MCINTYRE	InCareOfName
Name Control	SHIR	NameControl
Phone	2147029004	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12222 MERIT DRIVE	AddressLine1
Address Line2	Suite 1450	AddressLine2
City	DALLAS	City
State	TX	State
ZIP Code	75251	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WILLIAM S MCINTYRE	Name
Title	VICE PRESDIENT	Title
Phone	9729607693	Phone
Date Signed	2013-12-31	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2148717500	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	2293223	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1381397	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	3171	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	3171	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	0	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	17732	DividendsRevAndExpnss
Dividends Net Invst Incm	17732	DividendsNetInvstIncm
Dividends Adj Net Incm	0	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	41420	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	279987	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	41420	CapitalGainNetIncmNetInvstIncm
Income Modifications Adj Net Incm	250	IncomeModificationsAdjNetIncm
Other Income Rev And Expnss	106456	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	93784	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	1550176	TotalRevenueAndExpenses
Total Net Investment Income	156107	TotalNetInvestmentIncome
Total Adjusted Net Income	250	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	6062	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	6062	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1533	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	35060	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	35060	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	0	DeprecAndDepletionAdjNetIncm
Other Expenses Rev And Expnss	42401	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	42401	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	85056	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	77461	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	6062	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	585292	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	585292	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	670348	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	77461	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	591354	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	879828	ExcessOfRevenueOverExpenses
Net Investment Income	78646	NetInvestmentIncome
Adjusted Net Income	250	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	58475	CashBOY
Cash EOY	366610	CashEOY
Cash EOYFMV	366610	CashEOYFMV
Investments Corp Stock BOY	663764	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1002518	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	983651	InvestmentsCorpStockEOYFMV
Investments Other BOY	710023	InvestmentsOtherBOY
Investments Other EOY	942962	InvestmentsOtherEOY
Investments Other EOYFMV	942962	InvestmentsOtherEOYFMV
Total Assets BOY	1432262	TotalAssetsBOY
Total Assets EOY	2312090	TotalAssetsEOY
Total Assets EOYFMV	2293223	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1432262	RetainedEarningsBOY
Retained Earnings EOY	2312090	RetainedEarningsEOY
Total Net Assets BOY	1432262	TotalNetAssetsBOY
Total Net Assets EOY	2312090	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1432262	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2312090	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1432262	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	879828	ExcessOfRevenueOverExpenses
Subtotal	2312090	Subtotal
Total Net Assets Fund Balances EOY	2312090	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
5,000 SHS METROPCS	P	2011-08-25	2012-09-19	56191	55681	510	510
5,000 SHS METROPCS	P	2011-08-25	2012-09-21	58691	55682	3009	3009
10,000 SHS METROPCS	P	2012-12-26	2013-04-15	113889	98300	15589	15589
REALIZED GAIN ON METROPCS MERGER	P	2013-05-01	2013-05-01	12346		12346	12346
2,500 SHS T-MOBILE	P	2012-12-26	2013-05-20	51216	41250	9966	9966

Field	Value	IRS element (for citing)
Capital Gain Net Income	41420	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	363101	QualifyingDistributionsYear1
Noncharitable Assets Year1	1388621	NoncharitableAssetsYear1
Distribution Ratio Year1	0.261483	DistributionRatioYear1
Qualifying Distributions Year2	425212	QualifyingDistributionsYear2
Noncharitable Assets Year2	1286067	NoncharitableAssetsYear2
Distribution Ratio Year2	0.33063	DistributionRatioYear2
Qualifying Distributions Year3	402058	QualifyingDistributionsYear3
Noncharitable Assets Year3	1178915	NoncharitableAssetsYear3
Distribution Ratio Year3	0.341041	DistributionRatioYear3
Qualifying Distributions Year4	301353	QualifyingDistributionsYear4
Noncharitable Assets Year4	986787	NoncharitableAssetsYear4
Distribution Ratio Year4	0.305388	DistributionRatioYear4
Qualifying Distributions Year5	75780	QualifyingDistributionsYear5
Noncharitable Assets Year5	1180143	NoncharitableAssetsYear5
Distribution Ratio Year5	0.064213	DistributionRatioYear5
Total Distribution Ratio	1.302755	TotalDistributionRatio
Average Distribution Ratio	0.260551	AverageDistributionRatio
Net Noncharitable Assets	2028310	NetNoncharitableAssets
Adjusted Noncharitable Assets	528478	AdjustedNoncharitableAssets
One Percent Net Investment Income	786	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	529264	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	591354	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	786	InvestmentIncomeExciseTax
Subtotal	786	Subtotal
Tax Based On Investment Income	786	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1257	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	1000	TaxPaidWithExtension
Total Credits And Payments	2257	TotalCreditsAndPayments
Penalty For Underpayment	3	PenaltyForUnderpayment
Overpayment	1468	Overpayment
Amount Credited To Next Year	788	AmountCreditedToNextYear
Amount To Be Refunded	680	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM S MCINTYRE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2147029004	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	12222 MERIT DRIVE SUITE 1450	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75251	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SHIRLEY MCINTYRE
12222 MERIT DRIVE SUITE 1450	DALLAS	TX	75251	PRESIDENT	0.5	0	0	0
WILLIAM MCINTYRE
12222 MERIT DRIVE SUITE 1450	DALLAS	TX	75251	VICE PRESIDENT	0.5	0	0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	733921	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	382315	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	942962	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2059198	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2059198	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	30888	CashDeemedCharitable
Net Noncharitable Assets	2028310	NetNoncharitableAssets
Minimum Investment Return	101416	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	101416	MinimumInvestmentReturn
Tax Based On Investment Income	786	TaxBasedOnInvestmentIncome
Total Tax	786	TotalTax
Distributable Amount Before Adj	100630	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	250	RecoveriesQlfyDistributions
Distributable Amount Before Ded	100880	DistributableAmountBeforeDed
Distributable Amount As Adjusted	100880	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	591354	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	591354	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	786	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	590568	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	100880	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	20025	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	257458	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	343993	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	361507	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	295392	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1278375	TotalExcessDistriCarryover
Qualifying Distributions	591354	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	100880	AppliedToCurrentYear
Remaining Distri From Corpus	490474	RemainingDistriFromCorpus
Total Corpus	1768849	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	20025	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1748824	ExcessDistriCyovToNextYear
Excess From Year4	257458	ExcessFromYear4
Excess From Year3	343993	ExcessFromYear3
Excess From Year2	361507	ExcessFromYear2
Excess From Year1	295392	ExcessFromYear1
Excess From Current Year	490474	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	SHIRLEY C MCINTYRE WILLIAM S MC	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
SAINT JO PUBLIC LIBRARY
PO Box 517	Saint Jo	TX	76265	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$100
VAIL JAZZ FOUNDATION
PO BOX 3035	VAIL	CO	81658	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$4,000
THE SALVATION ARMY Donor Services
PO Box 36006	DALLAS	TX	75235	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
DALLAS HERITAGE VILLAGE
1515 SOUTH HARWOOD	DALLAS	TX	75215	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,600
VAIL VETERANS FOUNDATION
PO BOX 6473	VAIL	CO	81658	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,750
EAGLE VALLEY RELIGIOUS FOUNDATION
PO BOX 1828	EDWARDS	CO	81632	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$7,500
DALLAS MUSEUM OF ART
1717 NORTH HARWOOD	DALLAS	TX	75201	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
ST PAUL MEDICAL FOUNDATION
5909 HARRY HINES BLVD	DALLAS	TX	75390	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,500
DALLAS SYMPHONY ORCHESTRA
MORTON H MEYERSON SYMPHONY CENTER	DALLAS	TX	75201	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$55,700	2301 FLORA STREET
SOUTHWESTERN MEDICAL FOUNDATION
3963 MAPLE AVENUE SUITE 100	DALLAS	TX	75219	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$200,000
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARKWAY	OAKLAND	CA	94612	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,210
DALLAS ARBORETUM & Botanical Society
8617 GARLAND ROAD	DALLAS	TX	75218	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$110,500
ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
8011 DOUGLAS AVENUE	DALLAS	TX	75225	NONE	RELIGIOUS	GENERAL OPERATIONS	$12,300
BRAVO VAIL VALLEY MUSIC FESTIVAL
2271 N FRONTAGE ROAD W SUITE C	VAIL	CO	81657	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$32,390
UT SOUTHWESTERN MEDICAL CENTER
5323 Harry Hines Boulevard	DALLAS	TX	75390	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$7,500
TACA
One Arts Plaza	Dallas	TX	75201	none	public charity	General Operations	$2,500	1722 Routh Street 115
Children's Medical Center
2777 N Stemmons Freeway Suite 700	Dallas	TX	75207	None	Public Charity	General Operations	$6,667
Celebrating Women
Baylor Health Care System Foundatio	Dallas	TX	72546	none	Public Charity	General Operations	$2,500	3600 Gaston Avenue Suite 100
On River Time
125 Swan Lake Circle	Birmingham	AL	35242	None	Public Charity	General Operations	$1,000
Vilar Performing Arts Center
PO Box 309	Vail	CO	81658	None	public charity	General Operations	$2,500
Walking Mountains Science Center
318 Walking Mountains Lane	Avon	CO	81620	none	Public Charity	General Operations	$2,000
The Sons of the Republic of Texas
1717 Eighth Street	Bay City	TX	77414	None	Public Charity	General Operations	$100
The Senior Source
3910 Harry Hines Boulevard	Dallas	TX	75219	None	Public Charity	General Operations	$1,000
Camp Summit COA
17210 Campbell Road Suite 180-W	Dallas	TX	75252	None	Public Charity	General Operations	$150
The Dallas Opera
2403 Flora Street Suite 500	Dallas	TX	75201	None	Public Charity	General Operations	$3,500
Vineville United Methodist Church
2045 Vineville Ave	Macon	GA	31204	None	Religious	General Operations	$100
Vail Valley Medical Center Foundation
Office of Development	Vail	CO	816589912	None	Public Charity	General Operations	$1,000	PO Box 1529
Episcopal Diocese of Dallas
1630 N Garrett Avenue	dallas	TX	75206	None	Religious	General Operations	$10,000
Episcopal Churh of the Transfiguration
PO Box 1000	Vail	CO	81658	None	Religious	General Operations	$12,000
The Arts District Chorale
7412 Glenshannon Circle	Dallas	TX	75225	None	Public Charity	General Operations	$250
Women of Saint Michael
8011 Douglas Avenue	Dallas	TX	75225	None	Public Charity	General Operations	$1,000
The Cranmer Institute
3308 Daniel Avenue	Dallas	TX	75205	None	Public Charity	General Operations	$12,000
Capitol Page Alumni Association
PO Box 15112	Washington	DC	20003	None	Public Charity	General Operations	$100
AT&T Performing Arts Center
2100 Ross Avenue Suite 650	Dallas	TX	75201	None	Public Charity	General Operations	$40,000
Arkansas Children's Hospital Foundation Inc
1 Childrens Way	Little Rock	AR	72202	None	Public Charity	General Operations	$100
Saint Mary's Church
415 N Sixth Street	Saint Clair	MI	48079	None	Religious	General Operations	$250
The Crystal Charity Ball
30 Highland Park Village Suite 206	Dallas	TX	75205	None	Public Charity	General Operations	$15,200
AWARE
6222 Northaven Road	Dallas	TX	75230	None	Public Charity	General Operations	$200
Domestic & Foreign Missionary Society
4343 W Lawther Drive	Dallas	TX	75214	None	Public Charity	General Operations	$385
The Nature Conservancy of Texas
2122 Kidwell Street Suite 100	Dallas	TX	75214	None	Public Charity	General Operations	$3,000
Camp John Marc
2824 Swiss Avenue	Dallas	TX	75204	None	Public Charity	General Operations	$390
DCC Employee Scholarship Fund
4100 Beverly Drive	Dallas	TX	75205	None	Public Charity	General Operations	$100
Episcopal Diocese of Oklahoma
924 N Robinson	Oklahoma City	OK	73102	None	Religious	General Operations	$500
HP Education Foundation
4201 Grassmere	Dallas	TX	75205	None	Public Charity	General Operations	$100
George W Bush Presidential Library
PO Box 600610	Dallas	TX	75360	None	Public Charity	General Operations	$22,600
The Dallas Woman's Club Foundation
7000 Park Lane	Dallas	TX	75225	None	Public Charity	General Operations	$50

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	585292	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3,171	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$17,732	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	15	ExclusionCode
Exclusion	$94,684	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$41,420	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER INCOME - MERIT	01	$11,522
RECOVERY OF CONTRIBUTION EXPENSE			250

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$168,529	ExclusionAmount
Related Or Exempt Function Income	250	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	168779	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (6 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
1	WILLIAM AND SHIRLEY MCINTYRE	12222 MERIT DRIVE SUITE 1450	DALLAS	TX	75251	503974	X
2	AMERICAN CONTRACTORS INSURANCE GROU	12222 MERIT DRIVE SUITE 1660	DALLAS	TX	75251	129973	X
3	McIntyre Asset Management LTD	12222 MERIT DRIVE SUITE 1450	DALLAS	TX	75251	415	X
4	McIntyre Asset Management LTD	12222 MERIT DRIVE SUITE 1450	Dallas	TX	75251	249585	X	X
5	International Risk Management Insti	12222 MERIT DRIVE SUITE 1450	Dallas	TX	75251	350000	X
6	International Risk Management Insti	12222 MERIT DRIVE SUITE 1450	Dallas	TX	75251	147450	X	X

Noncash Property NoncashProperty (2 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
4	Shares of stock: 590 shs EFA, 1,147 shs EFV, 475 shs VNQ, 665 shs VWO, 545 shs IWF, 455 shs IWD, 430	249585	2012-12-28
6	15,000 SHS MetroPCS Stock	147450	2012-12-26

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	NONE	Description

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (17 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DODGE & COX STOCK	112248	117347
CITIGROUP CAP IX	25200	24950
DODGE & COX INTERNATIONAL	113873	104955
DODGE & COX STOCK FUND	163880	182850
AIG	16601	2235
AIGWS	3190	474
APOLLO INVESTMENT CORP	113647	84787
PCS	0	0
SPARTAN 500 INDEX FD	7521	9234
PGF	196773	194375
EFA	33400	33807
EFV	55585	55492
IWD	32910	38124
IWF	35409	39643
IWN	32057	36937
VNQ	31131	32642
VWO	29093	25799

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Book ValueBookValue	EOYFMVEOYFMV
MERIT ENERGY PARTNERS E-II	273052	273052
MERIT ENERGY PARTNERS CANADA	22418	22418
MERIT ENERGY PARTNERS H	647492	647492

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
ROYALTY EXP-MERIT E-II	1538	1538
ROYALTY EXP-MERIT CANADA	411	411
ROYALTY EXP-MERIT H	841	841
SEC. 1231 LOSS - MERIT K1	39601	39601
ACCOUNT FEES	10	10

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
Other Income - Merit	11522	-900
Royalty Income-Merit Energy Ptrs E-II	51576	51576
Royalty Income-Merit Energy Ptrs Canada	-253	-253
Royalty Income-Merit Energy Ptrs H, LP	43361	43361
Recovery of Contribution Paid	250	0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode
McIntyre Asset Management LTD
12222 MERIT DRIVE SUITE 1450	DALLAS	TX	75251
McIntyre Asset Management LTD
12222 MERIT DRIVE SUITE 1450	Dallas	TX	75251

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAX PAYMENTS	Category
Amount	$1,533	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (6 entries)

Noncash Property NoncashProperty (2 entries)

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (17 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments