BULL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BULL FOUNDATION (EIN 27-1494865)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102175
- Schema version
- 2013v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T12:32:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453751241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY M GONZALEZ CPA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 632 EAST KING AVENUE | AddressLine1 |
| City | KINGSVILLE | City |
| State | TX | State |
| ZIP Code | 78363 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271494865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BULL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BULL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 228 | AddressLine1 |
| City | SARITA | City |
| State | TX | State |
| ZIP Code | 783850228 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURT BULL | PersonNm |
| Person Title | BURT BULL | PersonTitleTxt |
| Phone | 3616750229 | PhoneNum |
| Signature | 2014-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY M GONZALEZ | PreparerPersonNm |
| PTIN | P00275838 | PTIN |
| Phone | 3615925161 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,934,633 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,603 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $309,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,153,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,086 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,604 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $379,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,086 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,604 | TotalAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $0 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $379,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,086 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,604 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,156 | CashBOYAmt |
| Cash EOY | $144,839 | CashEOYAmt |
| Cash EOYFMV | $144,839 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,600 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,941,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,342,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $802,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $347,971 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $347,971 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,986,871 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,580,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,834,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,934,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,580,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,834,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,580,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,834,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,580,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,834,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,580,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $379,689 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,960,367 | SubtotalAmt |
| Other Decreases | $125,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,834,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDWARD JONES 783-1102-1-3 L | P | 2010-01-01 | 2013-12-31 | $541,601 | $515,323 | $26,278 | $26,278 |
| EDWARD JONES 783-14198-1-2 S | P | 2013-01-01 | 2013-12-31 | $14,146 | $13,433 | $713 | $713 |
| EDWARD JONES 783-14198-1-2 L | P | 2010-01-01 | 2013-12-31 | $3,585,863 | $3,315,836 | $270,027 | $270,027 |
| EDWARD JONES 783-14198-1-2 U | P | 2010-01-01 | 2013-12-31 | $2,177 | $2,177 | $2,177 | |
| EDWARD JONES CAPITAL GAIN DIST | 2013-01-01 | 2014-12-31 | $9,891 | $9,891 | $9,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,086 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,604 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,182 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $6,182 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | BURT BULL | IndividualWithBooksNm |
| Phone | 3616750229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 228 | AddressLine1 |
| City | SARITA | City |
| State | TX | State |
| ZIP Code | 78385 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BURT BULL | ||||||||
| P O BOX 228 | SARITA | TX | 78385 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA BULL | ||||||||
| PO BOX 228 | SARITA | TX | 78385 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KLEBERG-KENEDY LIVESTOCK SHOW | Description1Txt |
| Expenses1 | $48,610 | Expenses1Amt |
| Description2 | BRUSH COUNTY CASA | Description2Txt |
| Expenses2 | $15,475 | Expenses2Amt |
| Description3 | KLEBERG COUNTY PREGNANCY RESOURCE CENTER | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | RICARDO INDEPENDENT SCHOOL DISTRICT | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KLEBERG COUNTY JUNIOR LIVESTOCK SHOW ASSOCIATION | Description1Txt |
| Expenses1 | $48,610 | Expenses1Amt |
| Description2 | KLEBERG COUNTY PREGNANCY RESOURCE CENTER | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $56,890 | AllOtherProgramRltdInvstTotAmt |
| Total | $125,500 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $125,500 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $125,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $125,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $125,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $125,500 | TotalCorpusAmt |
| Excess Distri Cyov To Next Yr | $125,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $125,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRUSH COUNTRY CASA | ||||||
| 635 EAST KING STE 110 | KINGSVILLE | TX | 78363 | NONE | EDUCATIONAL | $15,475 |
| SOUTH TEXAS CHARITY QUAIL HUNT | ||||||
| MSC 218 700 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | CHARITABLE | $5,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 500 N SHORELINE BLVD | CORPUS CHRISTI | TX | 78401 | NONE | EDUCATIONAL | $2,000 |
| KING HIGH HISTORICAL FOUNDATION | ||||||
| PO BOX 911 | KINGSVILLE | TX | 78363 | NONE | EDUCATIONAL | $10,000 |
| HALO FLIGHT CORPUS CHRISTI | ||||||
| 315 PINSON DRIVE | CORPUS CHRISTI | TX | 78415 | NONE | NONPROFIT AIR AMBULANCE | $5,000 |
| KLEBERG-KENEDY LIVESTOCK SHOW | ||||||
| PO BOX 648 | KINGSVILLE | TX | 78363 | NONE | EDUCATIONAL CHARITABLE | $48,610 |
| RICARDO ISD | ||||||
| 138 WEST COUNTY ROAD 2160 | KINGSVILLE | TX | 78363 | NONE | EDUCATIONAL | $10,000 |
| KLEBERG COUNTY PREGNANCY RESOU | ||||||
| P O BOX 281 | KINGSVILLE | TX | 78363 | NONE | CHARITABLEEDUCATIONAL | $20,000 |
| SOUTH TEXAS CHARITY QUAIL HUNT | ||||||
| MSC 218 700 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | CHARITABLE | $2,215 |
| RIVERIA BEAUTIFICATION ASSOCIATION | ||||||
| PO BOX 86 | RIVIERA | TX | 78379 | NONE | CHARITABLE | $200 |
| RIVERA ISD | ||||||
| 203 SEAHAWK DRIVE | RIVIERA | TX | 78379 | NONE | EDUCATIONAL CHARTIABLE | $5,000 |
| RIVERA CEMETERY ASSCO | ||||||
| CEMETERY ROAD | RIVIERA | TX | 78379 | NONE | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS | Desc |
| Amt | $56,890 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDWARD JONES...STOCKS | $226,154 | $1,482,663 |
| EDWARD JONES...BONDS | $121,817 | $504,208 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDWARD JONESMUTUAL FUNDS | StockNm |
| EOY Book Value | $2,342,057 | EOYBookValueAmt |
| EOYFMV | $802,923 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONTRIBUTIONS DISBURSED TO 501C-3 | $125,500 |
| ROUNDING | $0 |
Comments