MAUREEN CONNOLLY BRINKER GIRLS TENNIS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MAUREEN CONNOLLY BRINKER GIRLS TENNIS FOUNDATION INC (EIN 23-7040481)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2014-01-13
- IRS object ID
- 201410139349100266
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-13T08:02:13-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTS & PITTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S JUPITER RD STE 100 | AddressLine1 |
| City | ALLEN | City |
| State | TX | State |
| ZIP Code | 75002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237040481 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN CONNOLLY BRINKER TENNIS | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAUR | NameControl |
| Phone | 2147547065 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 LEMMON AVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 275 | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CINDY B SIMMONS | Name |
| Title | PRESIDENT | Title |
| Phone | 2147547065 | Phone |
| Date Signed | 2014-01-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRANDON C PITTS | Name |
| Phone | 9727479600 | Phone |
| Date Prepared | 2014-01-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4134570 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 58143 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 41280 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41280 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 41280 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 40574 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40574 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 40574 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2841 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 200000 | GrossSalesPrice |
| Other Income Rev And Expnss | 449702 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 449702 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 586858 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81854 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 531556 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 36000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 36000 | CompOfcrDirTrstAdjNetIncm |
| Oth Empl Slrs Wgs Rev And Expnss | 94171 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 5184 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 5184 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 88987 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 30040 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 2680 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 2680 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 27360 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8320 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6240 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 6240 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2080 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9203 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9203 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 9203 | OtherProfFeesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 1228 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1228 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 1228 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 16800 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3360 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 3360 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 13440 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 48660 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 12165 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 12165 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 36495 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 37355 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 37355 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 331285 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 45900 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 235620 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 95665 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 613062 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 121960 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 311680 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 301382 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 654362 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 121960 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 311680 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 342682 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -67504 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 219876 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 216338 | CashBOY |
| Cash EOY | 243055 | CashEOY |
| Cash EOYFMV | 243055 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4902 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 107609 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 107609 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 358687 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 344518 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 341227 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1210576 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1243254 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1650161 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 625836 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 494512 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 543669 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 117812 | InvestmentsOtherBOY |
| Investments Other EOY | 93141 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 573619 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 57136 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 50194 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 6887 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 6942 | LandBuildingAndEquipmentEOY |
| Other Assets BOY | 675230 | OtherAssetsBOY |
| Other Assets EOY | 675230 | OtherAssetsEOY |
| Other Assets EOYFMV | 675230 | OtherAssetsEOYFMV |
| Total Assets BOY | 3216268 | TotalAssetsBOY |
| Total Assets EOY | 3208261 | TotalAssetsEOY |
| Total Assets EOYFMV | 4134570 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1255 | AccountsPayableBOY |
| Accounts Payable EOY | 1262 | AccountsPayableEOY |
| Other Liabilities EOY | 59490 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1255 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60752 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3215013 | RetainedEarningsBOY |
| Retained Earnings EOY | 3147509 | RetainedEarningsEOY |
| Total Net Assets BOY | 3215013 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3147509 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3216268 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3208261 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3215013 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -67504 | ExcessOfRevenueOverExpenses |
| Subtotal | 3147509 | Subtotal |
| Total Net Assets Fund Balances EOY | 3147509 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 320675 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3694510 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.086798 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 249355 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3509099 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071060 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 239437 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3197134 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.074891 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 258672 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2932466 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.088210 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 291700 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3326655 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.087686 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.408645 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081729 | AverageDistributionRatio |
| Net Noncharitable Assets | 4223789 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 345206 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 345206 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 342682 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MCBTENNIS.ORG | WebsiteAddress |
| Books In Care Of Person Name | PITTS PITTS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9727479600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S JUPITER RD 100 | AddressLine1 |
| City | ALLEN | City |
| State | TX | State |
| ZIP Code | 75002 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MRS FRANK JEFFETT | ||||||||
| 5419 WATEKA DR | DALLAS | TX | 75209 | CHAIRMAN | 5.00 | 36000 | 0 | 0 |
| CINDY BRINKER SIMMONS | ||||||||
| 4710 NORTHAVEN RD | DALLAS | TX | 752294227 | PRESIDENT | 15.00 | 0 | 0 | 0 |
| BRENDA BRINKER BOTTUM | ||||||||
| 5419 WATEKA DR | DALLAS | TX | 75209 | VP | 5.00 | 0 | 0 | 0 |
| ELIZEBETH JEFFETT | ||||||||
| 5419 WATEKA DR | DALLAS | TX | 75209 | VP | 5.00 | 0 | 0 | 0 |
| BRYAN DUNKLIN | ||||||||
| 5419 WATEKA DR | DALLAS | TX | 75209 | SECRETARY | 2.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL WEYMAN | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4142 HERSCHEL | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECU. VP | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 94171 | Compensation |
| Employee Benefits | 22836 | EmployeeBenefits |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUTH AMATEUR TENNIS TOURNAMENTS/ PROGRAMS NON-FUNDRAISING | Description1 |
| Expenses1 | 189720 | Expenses1 |
| Description2 | GRANT PROGRAM - PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS TO ASSIST IN THEIR TENNIS DEVELOPMENT. | Description2 |
| Expenses2 | 8600 | Expenses2 |
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 | 3313898 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 971213 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4288111 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4288111 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64322 | CashDeemedCharitable |
| Net Noncharitable Assets | 4223789 | NetNoncharitableAssets |
| Minimum Investment Return | 211189 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 211189 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 211189 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 211189 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 211189 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 342682 | ExpensesAndContributions |
| Qualifying Distributions | 342682 | QualifyingDistributions |
| Adj Qualifying Distributions | 342682 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 211189 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 126415 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 112821 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 79580 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73900 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 135949 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 528665 | TotalExcessDistriCarryover |
| Qualifying Distributions | 342682 | QualifyingDistributions |
| Applied To Current Year | 211189 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 131493 | RemainingDistriFromCorpus |
| Total Corpus | 660158 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 126415 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 533743 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 112821 | ExcessFromYear4 |
| Excess From Year3 | 79580 | ExcessFromYear3 |
| Excess From Year2 | 73900 | ExcessFromYear2 |
| Excess From Year1 | 135949 | ExcessFromYear1 |
| Excess From Current Year | 131493 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CAROL WEYMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 LEMMON AVE STE 275 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2143527978 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING, INCLUDING BACKGROUND INFORMATION AND NEEDS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | MUST BE RELATED TO FURTHERANCE OF YOUTH TENNIS & DEVELOPMENT | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| DALLAS TENNIS ASSOCIATION | |||||
| 14679 MIDWAY RD STE 104 | ADDISON | TX | 75001 | YOUTH TENNIS DEVELOPMENT | $15,000 |
| INVEST IN A CHILD | |||||
| PO BOX 9522 | COLUMBUS | OH | 43209 | YOUTH TENNIS DEVELOPMENT | $1,200 |
| GIANNE PIELET | |||||
| N/A | GREENVILLE | SC | 29602 | TRAVEL GRANT | $1,000 |
| ANDREW RIDDLE | |||||
| 18701 AUTUMN MIST DR | GERMANTOWN | MD | 20874 | TRAVEL GRANT | $2,100 |
| KIM MCLAY | |||||
| 2440 BRANDYWINE | W MELBOURNE | FL | 32904 | TRAVEL GRANT | $500 |
| CHILDREN HELPING CHILDREN | |||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | YOUTH TENNIS DEVELOPMENT | $500 |
| SPECIAL OLYMPICS | |||||
| 1133 19TH STREET NW | WASHINGTON DC | DC | 20036 | YOUTH TENNIS DEVELOPMENT | $10,000 |
| SCOTTISH RITE HOSPITAL TENNIS | |||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | TENNIS TOURNAMENT SUPPORT | $5,000 |
| TY BRASWELL | |||||
| 1365 WESTERN PINE CIRCLE | SARASOTA | FL | 34240 | TRAVEL GRANT | $1,000 |
| CHRISTIAN GONZALES | |||||
| 1216 OAK GROVE RD EAST | BURLESON | TX | 76028 | TRAVEL GRANT | $1,000 |
| CAL STATE LA BJK SPORTS COMPLEX | |||||
| 5151 STATE UNIVERSITY DR | LOS ANGLES | CA | 90032 | YOUTH TENNIS DEVELOPMENT | $1,000 |
| NORTH DALLAS SHARED MINISTRIES | |||||
| 2875 MERRELL RD | DALLAS | TX | 75229 | YOUTH SUPPORT | $1,000 |
| DALLAS PROFESSINAL TENNIS ASSOC | |||||
| 8310 SOUTHWESTERN | DALLAS | TX | 75206 | YOUTH TENNIS SUPPORT | $1,000 |
| WORLD TEAM TENNIS CHARITIES | |||||
| 1776 BROADWAY 600 | NEW YORK | NY | 10019 | TENNIS TOURNAMENT SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41300 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENNIS TOURNAMENTS | Description |
| Related Or Exempt Function Income | 449172 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,280 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,574 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -2841 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 530 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,854 | ExclusionAmount |
| Related Or Exempt Function Income | 446861 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 528715 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | AS A PART OF ITS EXEMPT FUNCTION, THE FOUNDATION PROVIDES SEVERAL YOUTH TENNIS TOURNAMENTS DURING THE YEAR. THESE TOURNAMENTS ALLOW AMATEUR BOYS AND GIRLS TENNIS PLAYERS TO INCREASE THEIR SKILLS WITH HIGH LEVEL COMPETITION. THIS IN TURN HELPS THE FURTHERANCE OF YOUTH TENNIS BY PROVIDING A HIGHER QUALITY OF PLAYERS. THE PUBLIC IS ALSO MADE AWARE OF THE YOUNG PLAYERS THROUGH THE TOURNAMENTS WHICH COULD BENEFIT THEIR FUTURES. | RelationshipStatement |
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 (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | NK HUNT | 4201 ARCADY AVE | DALLAS | TX | 75205 | 5000 | X |
| 2 | ROGERS WEALTH GROUP | 1330 SUMMIT AVE | FORT WORTH | TX | 76102 | 5000 | X |
| 3 | GOOD SOLUTIONS GROUP | 456 E ORANGE GROVE 302 | PASADENA | CA | 91104 | 12180 | X |
| 4 | BABOLAT | 603 S TAYLOR | LOUISVILLE | CO | 80027 | 18000 | X |
| 5 | JAMES A ALEXANDER | 8411 PRESTON RD STE 700 | DALLAS | TX | 75225 | 7872 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PITTS & PITTS | Category |
| Amount | $8,320 | Amount |
| Net Investment Income | 6240 | NetInvestmentIncome |
| Adjusted Net Income | 6240 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2080 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| MRS FRANK JEFFETT |
| CINDY BRINKER SIMMONS |
| BRENDA BRINKER BOTTUM |
| ELIZEBETH JEFFETT |
| BRYAN DUNKLIN |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (21 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURN & EQUIP | 1990-11-01 | 29577 | 26736 | S/L | 5.0000 | |||
| COMPUTERS - 2 | 1996-12-01 | 7247 | 7125 | S/L | 5.0000 | |||
| LH IMPROVEMENTS | 1997-11-01 | 2114 | 763 | S/L | 40.0000 | 53 | 53 | 53 |
| FAX MACHINE | 1999-04-01 | 195 | 195 | S/L | 5.0000 | |||
| OFFICE EQUIPMENT | 1999-12-01 | 230 | 230 | S/L | 5.0000 | |||
| COMPUTER | 2000-04-01 | 2197 | 2197 | S/L | 5.0000 | |||
| CHAIR FOR OFFICE | 2000-05-01 | 324 | 324 | 200DB | 7.0000 | |||
| A/C UNITS | 2000-08-01 | 1080 | 1080 | 200DB | 7.0000 | |||
| SOFTWARE WP | 1990-12-01 | 292 | 292 | S/L | 3.0000 | |||
| COMPUTER PRG - TC | 1991-07-01 | 1530 | 1530 | S/L | 3.0000 | |||
| EQUIP. - RADIO SHACK | 2001-06-01 | 1098 | 1098 | S/L | 5.0000 | |||
| EQUIP - RADIO SHACK | 2001-12-01 | 703 | 703 | S/L | 5.0000 | |||
| ICE MAKER | 2003-06-15 | 1559 | 1559 | S/L | 7.0000 | |||
| DELL COMPUTER | 2004-08-12 | 1474 | 1474 | S/L | 5.0000 | |||
| DELL COMPUTER | 2007-12-27 | 770 | 725 | 200DB | 5.0000 | 45 | 45 | 45 |
| COMPUTER | 2009-05-01 | 1028 | 617 | S/L | 5.0000 | 206 | 206 | 206 |
| OFFICE DESK | 2012-03-21 | 508 | 263 | 200DB | 7.0000 | 70 | 70 | 70 |
| COMPUTER | 2012-03-21 | 1376 | 722 | 200DB | 5.0000 | 262 | 262 | 262 |
| OFFICE FURNITURE | 2012-03-17 | 870 | 450 | 200DB | 7.0000 | 120 | 120 | 120 |
| APPLE COMPUTER | 2012-03-18 | 1681 | 883 | 200DB | 5.0000 | 319 | 319 | 319 |
| OFFICE CHAIR | 2012-06-21 | 1283 | S/L | 7.0000 | 153 | 153 | 153 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | CAROL WEYMAN | EmployeeName |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE & 5.75 BOND | 2008-05 | PURCHASE | 2013-01 | 50000 | 52022 | -2022 |
| CITIGROUP INC | 2008-05 | PURCHASE | 2012-08 | 50000 | 50819 | -819 |
| GMAC BOND | 2008-05 | PURCHASE | 2012-08 | 100000 | 100000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (13 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GENERAL MOTORS ACCEPT CORP | ||
| GE CAPITAL 5.25% | 76180 | 88385 |
| GOLDMAN SACHS 5.75% | 99091 | 114013 |
| CREDIT SUISSE 1ST BOSTON | 50619 | 50728 |
| PIMCO SHORT TERM BOND FUND | 35083 | 34604 |
| EDS SER B BOND 6% | 24997 | 25322 |
| NEW YORK TEL CO DEBT 5.605% | 55994 | 50383 |
| CITIGROUP INC 5.5% | ||
| JP MORGAN CHASE 5.75% | ||
| JP MORGAN CHASE 6.0% | 50812 | 59601 |
| VERIZON COMMUNICATIONS 6.35% | 52971 | 61980 |
| WACHOVIA CORP 5.75% | 48765 | 58653 |
| LESS: ALLOCATED RESTRICTED FD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEXACO | 54 | |
| MESA | 9593 | |
| SCHWAB S&P 500 | 187438 | 257608 |
| WELLS FARGO ADVANTAGE | 93393 | 166128 |
| DREYFUS APPRECIATION FUND | 55684 | 77901 |
| RAINIER SMALL MID CAP EQUITY | 69342 | 110893 |
| VANGUARD TOTAL STK MKT SIGNAL | 246843 | 278019 |
| FIDELITY EQUITY II | 99198 | 101331 |
| VANGUARD WELLESLEY - ADMIRAL | 249572 | 288938 |
| HIGHMARK NYSE | 35283 | 54032 |
| BOSTON PROPERTIES | 19985 | 60187 |
| CHEVRON TEXACO | 19664 | 73206 |
| DUKE ENERGY (FORMERLY CINERGY) | 11678 | 24966 |
| SPECTRA ENERGY CORP | 8460 | 15733 |
| WESTERN ASSET VARIABLE STRATEGIC FD | 16239 | 15245 |
| PIMCO ALL ASSET INSTL | 120828 | 125974 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| KINDER MORGAN ENERGY PARTNERS | AT COST | 6959 | 97295 |
| PLUM TREE TIMBER | AT COST | 19929 | 46386 |
| ENTERPRISE PRODS PARTNERS LP | AT COST | 42143 | 210092 |
| ENERGY TRANSFER PARTNERS | AT COST | 9551 | 68710 |
| MAGELLAN MIDSTREAM PARTNERS | AT COST | 14559 | 151136 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURN & EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 57136 | CostOrOtherBasis |
| Accumulated Depreciation | 50194 | AccumulatedDepreciation |
| Book Value | 6942 | BookValue |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| RESTRICTED FUNDS | 673830 | 673830 | 673830 |
| RENT DEPOSIT | 1400 | 1400 | 1400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TENNIS TOURNAMENTS | ||||
| TOURNAMENT COSTS | 189720 | 189720 | ||
| EXPENSES | ||||
| AUTO EXPENSE | 2793 | 2095 | 2095 | 698 |
| DUES & SUBSCRIPTIONS | 110 | 83 | 83 | 27 |
| INSURANCE | 9665 | 7249 | 7249 | 2416 |
| CONTRACT SERVICES | 28095 | 7024 | 7024 | 21071 |
| AWARDS | 51391 | 51391 | ||
| GENERAL & ADMINISTRATIVE | 36122 | 27092 | 27092 | 9030 |
| PUBLIC RELATIONS | 10247 | 10247 | ||
| TELEPHONE | 3142 | 2357 | 2357 | 785 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| TENNIS TOURNAMENTS | 449172 | 449172 |
| OTHER INCOME | 530 | 530 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSIT | Description |
| EOY Book Value | 59490 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $9,203 | Amount |
| Net Investment Income | 9203 | NetInvestmentIncome |
| Adjusted Net Income | 9203 | AdjustedNetIncome |
Comments