2014-11-14T14:52:59-06:00 2013-12-31 208131297 SANFORD BAUMEISTER & FRAZIER LLP 512 MAIN STREET SUITE 1500 FORT WORTH TX 76102 990 2013-01-01 751762849 TEXAS & SOUTHWESTERN CATTLE RAISERS' FOUNDATION TEXA 8173328551 1600 GENDY FORT WORTH TX 76107 PATRICIA W RILEY EXECUTIVE DIR 8173328551 2014-11-14 1 MICHAELA J CROMAR CPA P00895728 8178775000 2013 2015-11-30 17:44:51Z PATRICIA W RILEY 1600 GENDY FORT WORTH TX 76107 2590369 0 X WWW.CATTLERAISERSMUSEUM.ORG X 1979 TX THE JOINT MISSION OF THE TSCRF & THE CATTLE RAISERS MUSEUM IS TO PRESERVE, PROMOTE, & PROTECT THE HERITAGE OF THE LIVESTOCK INDUSTRY AND TO SHARE THE CULTURE WITH PRESENT & FUTURE GENERATIONS. 18 18 0 4 14185 0 289204 313589 15451 12668 64039 235780 3674 -7366 372368 554671 57750 57750 0 0 293867 279379 0 0 50647 97734 98075 449351 435204 -76983 119467 7116637 8400328 8442 38952 7108195 8361376 X THE FOUNDATION WILL BUILD PLATFORMS TO PRESERVE THE HISTORY AND ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY IN THE SOUTHWEST THROUGH CATTLE RAISERS MUSEUM EXHIBITS, EDUCATION INITIATIVES AND PROGRAMMING; TO PROVIDE SCHOLARSHIP OPPORTUNITIES TO INSPIRE YOUGN PEOPLE TO PURSUE CAREERS IN AGRICULTURE; AND TO CAPTURE ORAL HISTORIES OF THE PEOPLE WHO DEFINE THE INDUSTRY. 0 0 102297 12668 TO PROMOTE EDUCATIONAL PROGRAMS AND PRESERVE HISTORIC DATA ON THE LIVESTOCK INDUSTRY INCLUDING MAINTAINING A LIBRARY OF BOOKS AND OTHER DOCUMENTS RELATING TO THE LIVESTOCK INDUSTRY. IN 2013 THERE WERE 405,846 VISITORS TO THE MUSEUM. 57750 57750 THE SCHOLARSHIP FUND IS DESIGNED TO ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY BY INVESTING IN YOUNG PEOPLE WHO ARE PURSUING CAREERS IN THE AGRICULTURE FIELD. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS ENTERING ACCREDITED UNIVERSITIES IN TEXAS AND OKLAHOMA AND PURSUING DEGREES WITHIN THE AGRICULTURE FIELD. 160047 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 1 1 0 0 X 18 18 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X PATRICIA W RILEY 8173364475 1600 GENDY STREET FORT WORTH TX 76107 KIT MONCRIEF PRESIDENT 1.50 X X 0 0 0 PATRICIA D B MCCALL VICE PRESIDENT 1.50 X X 0 0 0 J MALCOLM SHELTON IV SECRETARY 1.50 X X 0 0 0 ROGER F WELDER TREASURER 1.50 X X 0 0 0 MISSY BONDS TRUSTEE 0.50 X 0 0 0 JOHN P BOSWELL VICE PRESIDENT 0.50 X X 0 0 0 CONEY BURGESS TRUSTEE 0.50 X 0 0 0 JOHN E DUDLEY TRUSTEE 0.50 X 0 0 0 HELEN KLEBERG GROVES TRUSTEE 0.50 X 0 0 0 W CLAY JONES TRUSTEE 0.50 X 0 0 0 J LUTHER KING JR TRUSTEE 0.50 X 0 0 0 ANNE MARION TRUSTEE 0.50 X 0 0 0 RUSSELL NOBLE TRUSTEE 0.50 X 0 0 0 MARTY RICHTER TRUSTEE 0.50 X 0 0 0 CHRIS SCHARBAUER TRUSTEE 0.50 X 0 0 0 RED STEAGALL TRUSTEE 0.50 X 0 0 0 JOLINE WHARTON TRUSTEE 0.50 X 0 0 0 BART WULLF TRUSTEE 0.50 X 0 0 0 PATRICIA W RILEY EXECUTIVE DIR. 17.00 18.00 X 0 260000 6235 0 260000 6235 0 0 1 0 0 34664 33271 245654 313589 MUSEUM ADMISSIONS 713990 12668 12668 12668 117097 117097 2112691 1994008 118683 118683 118683 13930 33271 41690 -27760 -27760 SPONSORSHIP INCOME 900004 15000 15000 OTHER INCOME 900099 6209 6209 PARTNERSHIP INCOME 211110 -815 -815 20394 554671 12668 14185 214229 X 57750 57750 133117 39935 46591 46591 125491 38787 86704 4238 4238 16533 5034 8555 2944 196 196 17321 17321 45651 45651 8440 4540 3900 5853 913 3828 1112 100 100 6005 6005 271 271 1657 544 1113 3001 3001 MUSEUM EXHIBIT 9443 9443 MISCELLANEOUS 102 102 DUES & SUBSCRIPTIONS 35 35 435204 160047 224510 50647 17777 29863 747982 913422 233673 1131 8300 781 781 1000 2200 15759 10209 5550 5550 6108743 7430401 9811 7116637 8400328 29232 8442 9720 8442 38952 X 1261193 2329324 4672002 4847052 1175000 1185000 7108195 8361376 7116637 8400328 X 119467 1132978 736 X 0 1 X 1 0 X 2415035 480291 405110 289204 313589 3903229 2415035 480291 405110 289204 313589 3903229 2675160 1228069 212 1340 111829 125297 117089 355767 1316 39 6820 6209 14384 4273380 393709 0.28740 0.38540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5847002 261701 254217 330868 6032052 5893761 46880 120790 214429 5847002 5888367 135882 68135 198623 5893761 5709726 163614 40549 25522 5888367 4604027 1340485 234786 5709726 0.80350 0.19650 0 0 5550 5550 10209 10209 0 5550 1730074 1132978 42425 1175403 554671 0 554671 476893 41691 41691 435202 2 2 435204 PART III, LINE 1A: THE FOUNDATION HAS A SIGNIFICANT INVESTMENT IN MUSEUM COLLECTIONS. THE COLLECTIONS INCLUDE ARTIFACTS, PUBLICATIONS AND REPLICAS WHICH FURTHER THE FOUNDATION'S MISSION TO HONOR AND DOCUMENT THE STUDY OF LIVESTOCK PRODUCTION. AS THESE COLLECTIONS ARE CONSIDERED TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND THEREFORE IS NOT DISCLOSED IN THE FINANCIAL STATEMENTS. ALL COLLECTIONS ACCUMULATED BY THE FOUNDATION ARE GOVERNED BY THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. THESE COLLECTIONS ARE HELD FOR PUBLIC DISPLAY AND EDUCATION RATHER THAN FINANCIAL GAIN AND ARE PROTECTED, CARED FOR AND PRESERVED BY THE FOUNDATION. ANY EXPENDITURES OR RECEIPTS RELATED TO PURCHASES, SALES OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE PERIOD IN WHICH THEY OCCUR. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS. TEMPORARILLY RESTRICTED FUNDS ARE MAINTAINED TO SUPPORT THE BUILDING FUND AND PROGRAMS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 41,689. BOOK TO TAX ADJUSTMENT 736. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 41,691. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. TRAIL RIDE 22500 10040 12460 ART SALE 24701 23709 992 47201 33749 13452 13452 1 SCHOLARSHIPS - ANIMAL/AGRICULTURAL 13 20000 MARY & LEONARD STILES SCHOLARSHIP 1 5250 LARGE VET SCHOLARSHIPS 7 32500 PART I, LINE 2: ALL SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE RECIPIENT'S UNIVERSITY. AFTER THE RECIPIENT'S FALL SEMESTER, THE INDIVIDUAL MUST SUBMIT A COPY OF THEIR TRANSCRIPT SHOWING THAT THEY HAVE MAINTAINED THEIR GPA AND THAT THEY ARE ENROLLED AS A FULL-TIME STUDENT FOR THE COMING SEMESTER IN ORDER TO RECEIVE THE SPRING SEMESTER'S SCHOLARSHIP AMOUNT. SCHEDULE I, PART III AGRICULTURAL SCHOLARSHIP CANDIDATES MUST BE ACCEPTED IN AN ACCREDITED UNIVERSITY IN TEXAS OR OKLAHOMA, PLAN TO PURSUE A DEGREE PROGRAM IN ANIMAL SCIENCE, PRE-VET, OR AGRIBUSINESS, BE A CITIZEN OF THE UNITED STATES OR BE BORN IN THE UNITED STATES, RESIDENT OF TEXAS OR OKLAHOMA, SPONSORED BY A MEMBER OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS' ASSOCIATION, HAVE A MINIMUM GPA OF 2.75, SUBMIT TWO LETTERS OF RECOMMENDATION FROM SOMEONE OTHER THAN RELATIVES, DEMONSTRATE FINANCIAL NEED AND HAVE A BACKGROUND THAT INCLUDES BEEF CATTLE PRODUCTION. THE MARY AND LEONARD STILES ENDOWED SCHOLARSHIP IS AWARDED TO A STUDENT FROM A FAMILY INVOLVED IN THE RANCHING OR FARMING INDUSTRY. THE SCHOLARSHIP IS A ONE YEAR AWARD FOR A GRADUATING HIGH SCHOOL SENIOR, BUT CAN BE RENEWED FOR UP TO THREE ADDITIONAL YEARS AS LONG AS THE CRITERIA FOR THE SCHOLARSHIP CONTINUE TO BE MET. LARGE VET SCHOLARSHIPS ARE AWARDED TO STUDENTS NEARING COMPLETION OF A DOCTOR OF VETERINARY MEDICINE PROGRAM AND WHO ARE PLANNING A CAREER IN LARGE ANIMAL PRACTICE. X X 0 0 0 0 0 0 0 0 0 PATRICIA W RILEY EXECUTIVE DIR. 0 260000 0 0 0 0 0 0 3117 3118 3117 263118 0 0 J LUTHER KING JR INVESTMENT MAN 36336 ADVISORY FEES 0 SCHEDULE L, PART IV, LINE 1 BOARD MEMBER LUTHER KING IS AN OWNER OF LUTHER KING CAPITAL MANAGEMENT (LKCM). THE BOARD USES LUTHER KING CAPITAL MANAGEMENT TO MANAGE THE ASSETS OF THE ORGANIZATION. LUTHER KING ABSTAINS FROM ANY VOTES CONNECTED WITH INVESTMENT MATTERS AND RELINQUISHED HIS POSITION AS TREASURER PRIOR TO THE BOARDS 2010 VOTE TO RETAIN LKCM TO HANDLE ITS INVESTMENT ACTIVITIES. THE AMOUNT OF FEES PAID BY THE ORGANIZATION TO LUTHER KING CAPITAL MANAGEMENT IN 2013 WAS $36,336. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - PATRICIA D B MCCALL, VICE PRESIDENT OF THE FOUNDATION, HAS A FAMILY RELATIONSHIP WITH JOHN P BOSWELL, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE TERM "MEMBER" OF THE CORPORATION IS NOT SYNONYMOUS WITH THE TERM "MEMBER" IN THE TEXAS BUSINESS ORGANIZATIONS CODE. THE MEMBERS OF THE ORGANIZATION ARE NON-VOTING. FORM 990, PART VI, SECTION B, LINE 11 LINE 11A EXPLANATION - THE FOUNDATION RECEIVES A COPY OF THE FORM 990 BEFORE IT IS FILED AND THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER. THE FOUNDATION HAS ESTABLISHED A FINANCE COMMITTEE CHARGED WITH REVIEW OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A POLICY REQUIRES OFFICERS AND TRUSTEES TO FILL OUT A DISCLOSURE ON AN ANNUAL BASIS THAT IS FIRST REVIEWED BY THE ASSOCIATE DIRECTOR, THEN THE EXECUTIVE DIRECTOR AND TREASURER AND THEN THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE BUDGETING PROCESS, THE EXECUTIVE DIRECTOR REVIEWS AND SUBMITS TO THE BOARD OF DIRECTORS ANY WAGE MODIFICATIONS FOR OTHER EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AFTER COMPARISON WITH THE SALARIES OF OTHER EXECUTIVE DIRECTORS FOR MUSEUMS IN FORT WORTH. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART IX OFFICER AND STAFF COMPENSATION TEXAS AND SOUTHWESTERN CATTLE RAISERS' FOUNDATION (THE FOUNDATION) HAS NO EMPLOYEES. IT'S EXECUTIVE DIRECTOR, ASSOCIATE DIRECTOR AND TEMPORARY STAFF ARE PAID BY THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, A RELATED ORGANIZATION. THE FOUNDATION REIMBURSES THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR ITS' PORTION OF THE EXECUTIVE DIRECTOR'S SALARY, BENEFITS AND PAYROLL TAX EXPENSE, AND FOR ALL OF THE ASSOCIATE DIRECTOR'S AND THE TEMPORARY EMPLOYEES' SALARIES, BENEFITS AND ASSOCIATED PAYROLL TAX EXPENSES. UNDER THE COMMON PAYMASTER RULES, THE AMOUNT REIMBURSED TO THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR WORK PERFORMED FOR THE FOUNDATION IS REPORTED AS IF IT WAS PAID DIRECTLY BY THE FOUNDATION. THE FOUNDATION'S EDUCATION DIRECTOR IS PAID BY THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY (FWMSH), AN UNRELATED ORGANIZATION. THE FOUNDATION REIMBURSES FWMSH FOR THOSE COMPENSATION EXPENSES. THE REIMBURSED AMOUNTS ARE REPORTED ON PART IX OF FORM 990 AS COMPENSATION AND COMPENSATION RELATED EXPENSES IN ORDER TO ACCURATELY PRESENT THE EXPENSES OF THE FOUNDATION. FORM 990, PART XI, LINE 9: BOOK TO TAX DIFFERENCE 736. NATIONAL COWGIRL MUSEUM & HALL OF FAME 1720 GENDY STREET FORT WORTH TX 76107 751486136 MUSEUM TX 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 NATIONAL COWGIRL MUSEUM AND HALL OF FAME K 6000 CASH PAID NATIONAL COWGIRL MUSEUM AND HALL OF FAME O 237095 CASH PAID NATIONAL COWGIRL MUSEUM AND HALL OF FAME P 13251 CASH PAID