R H PICKERING FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: R H PICKERING FAMILY FOUNDATION (EIN 20-8442734)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-06-11
IRS object ID: 201411629349100006
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
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-06-11T08:34:07-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WOODY A BOYD CPA	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2913 107TH STREET	AddressLine1
City	LUBBOCK	City
State	TX	State
ZIP Code	79423	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	208442734	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R H PICKERING FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	RHPI	BusinessNameControlTxt
Phone	8067473411	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1401 AVENUE Q	AddressLine1
City	LUBBOCK	City
State	TX	State
ZIP Code	79401	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DON A PICKERING	PersonNm
Person Title	President	PersonTitleTxt
Signature	2014-06-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WOODY A BOYD	PreparerPersonNm
PTIN	P00910790	PTIN
Phone	8065437889	PhoneNum
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	$1,932,033	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	$53,111	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$53,111	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$53,111	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$126,964	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,919,838	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$126,964	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$180,075	TotalRevAndExpnssAmt
Total Net Invst Incm	$180,075	TotalNetInvstIncmAmt
Total Adj Net Incm	$53,111	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$8,353	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$8,353	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$308	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$308	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$8,661	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,661	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$88,158	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$88,158	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$96,819	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,661	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$88,158	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$83,256	ExcessRevenueOverExpensesAmt
Net Investment Income	$171,414	NetInvestmentIncomeAmt
Adjusted Net Income	$53,111	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$51,322	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$101,058	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$101,058	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$604,776	USGovernmentObligationsBOYAmt
Other Investments BOY	$1,138,303	OtherInvestmentsBOYAmt
Other Investments EOY	$1,776,477	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,830,975	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,794,401	TotalAssetsBOYAmt
Total Assets EOY	$1,877,535	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,932,033	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,794,401	UnrestrictedBOYAmt
Unrestricted EOY	$1,877,535	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,794,401	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,877,535	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,794,401	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,877,535	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,794,401	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$83,256	ExcessRevenueOverExpensesAmt
Subtotal	$1,877,657	SubtotalAmt
Other Decreases	$122	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,877,535	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gain Or LossGainOrLossAmt
Capital Gain Dividends
	$19,608

Field	Value	IRS element (for citing)
Capital Gain Net Income	$126,964	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$7,625	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,428	InvestmentIncomeExciseTaxAmt
Subtotal	$3,428	SubtotalAmt
Tax Based On Investment Income	$3,428	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$579	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$579	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$2	EsPenaltyAmt
Tax Due	$2,851	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
Form990 T Filed	false	Form990TFiledInd
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	DON PICKERING	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	8067473411	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2605 INTERSTATE 27	AddressLine1
City	LUBBOCK	City
State	TX	State
ZIP Code	79404	ZIPCode

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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DON A PICKERING
PO BOX 287	LUBBOCK	TX	794080287	President	1.00	$0
JAY L PICKERING
PO BOX 287	LUBBOCK	TX	794080287	SECRETARY/TREAS	1.00	$0
DAVID R PICKERING
PO BOX 287	LUBBOCK	TX	794080287	Vice President	1.00	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE (FOUNDATION'S SOLE ACTIVITY IS MAKING GRANTS TO EXEMPT ORGANIZATIONS)	Description1Txt
Expenses1	$0	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,783,907	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$76,190	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,860,097	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,860,097	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$27,901	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,832,196	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$91,610	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$91,610	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,428	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,428	TotalTaxAmt
Distributable Before Adj	$88,182	DistributableBeforeAdjAmt
Distributable Before Ded	$88,182	DistributableBeforeDedAmt
Distributable As Adjusted	$88,182	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$88,158	ExpensesAndContributionsAmt
Qualifying Distributions	$88,158	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$88,158	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$88,182	DistributableAsAdjustedAmt
Undistributed Income PY	$88,158	UndistributedIncomePYAmt
Qualifying Distributions	$88,158	QualifyingDistributionsAmt
Applied To Year1	$88,158	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Undistributed Income CY	$88,182	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DON A PICKERING	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2605 INTERSTATE 27	AddressLine1
City	LUBBOCK	City
State	TX	State
ZIP Code	79407	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	8067473411	RecipientPhoneNum
Form And Info And Materials	LETTER STATING AMOUNT REQUESTED AND PURPOSE	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	ONLY ORGANIZATIONS THAT QUALIFY AS EXEMPT IN SEC 170(b)(1)(A)	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	AGRICULTURE HERITAGE MUSEUM	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1121 CANYON LAKE DRIVE	AddressLine1
City	LUBBOCK	City
State	TX	State
ZIP Code	79403	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PUBLIC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	GENERAL PURPOSE	GrantOrContributionPurposeTxt
Amt	$88,158	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$88,158	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$53,111	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$126,964	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$53,111	ExclusionAmt
Related Or Exempt Function Incm	$126,964	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$180,075	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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Description	2013 ETP'S	Description
Amount	$122	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRUST FEES	CategoryTxt
Amt	$8,353	Amt
Net Investment Income	$8,353	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	CategoryTxt
Amt	$308	Amt
Net Investment Income	$308	NetInvestmentIncomeAmt

R H PICKERING FAMILY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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