SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-24
- IRS object ID
- 201300249349100300
- Schema version
- 2011v1.3
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-24T09:19:15-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 |
| 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 |
| Date Signed | 2013-01-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Youngblood | Name |
| Phone | 2148717500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1264257 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 336869 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4181 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4181 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 17896 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17896 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -32871 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 367455 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10123 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 90172 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 80454 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 416247 | TotalRevenueAndExpenses |
| Total Net Investment Income | 112654 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | 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 | 5756 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5756 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 23227 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 23227 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 3348 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3348 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32331 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 26575 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5756 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 358206 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 358206 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 390537 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 26575 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 363962 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 25710 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 86079 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 237406 | CashBOY |
| Cash EOY | 58475 | CashEOY |
| Cash EOYFMV | 58475 | CashEOYFMV |
| Investments Corp Stock BOY | 735157 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 663764 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 495759 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 433989 | InvestmentsOtherBOY |
| Investments Other EOY | 710023 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 710023 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1406552 | TotalAssetsBOY |
| Total Assets EOY | 1432262 | TotalAssetsEOY |
| Total Assets EOYFMV | 1264257 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1406552 | RetainedEarningsBOY |
| Retained Earnings EOY | 1432262 | RetainedEarningsEOY |
| Total Net Assets BOY | 1406552 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1432262 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1406552 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1432262 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1406552 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 25710 | ExcessOfRevenueOverExpenses |
| Subtotal | 1432262 | Subtotal |
| Total Net Assets Fund Balances EOY | 1432262 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| 2059.081 SHS FORD | P | 2011-12-02 | 22620 | 22079 | 541 | 541 | |
| 2308 SHS AT&T | P | 2011-12-22 | 68054 | 65455 | 2599 | 2599 | 2010-06-02 |
| 100 SHS DODGX | P | 2012-01-26 | 10795 | 14058 | -3263 | -3263 | |
| 3810 SHS SDY | P | 205995 | 200059 | 5936 | 5936 | ||
| 5000 SHS PCS | P | 2012-03-01 | 59991 | 55681 | 4310 | 4310 | 2011-08-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10123 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 425212 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1286067 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.33063 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 402058 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1178915 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.341041 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 301353 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 986787 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.305388 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75780 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1180143 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064213 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 99161 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 992447 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.099916 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.141188 | TotalDistributionRatio |
| Average Distribution Ratio | 0.228238 | AverageDistributionRatio |
| Net Noncharitable Assets | 1388621 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 316936 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 861 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 317797 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 363962 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 861 | InvestmentIncomeExciseTax |
| Subtotal | 861 | Subtotal |
| Tax Based On Investment Income | 861 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 585 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 315 | TaxPaidWithExtension |
| Total Credits And Payments | 900 | TotalCreditsAndPayments |
| Overpayment | 39 | Overpayment |
| Amount Credited To Next Year | 39 | AmountCreditedToNextYear |
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 | 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 1660 | 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 1660 | DALLAS | TX | 75251 | PRESIDENT | 0.5 | 0 | 0 | 0 |
| WILLIAM MCINTYRE | ||||||||
| 12222 MERIT DRIVE SUITE 1660 | 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 | 602339 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 97406 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 710023 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1409768 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1409768 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21147 | CashDeemedCharitable |
| Net Noncharitable Assets | 1388621 | NetNoncharitableAssets |
| Minimum Investment Return | 69431 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69431 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 861 | TaxBasedOnInvestmentIncome |
| Total Tax | 861 | TotalTax |
| Distributable Amount Before Adj | 68570 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 68570 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 68570 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 363962 | 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 | 363962 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 861 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 363101 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 68570 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 50329 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20025 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 257458 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 343993 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 361507 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1033312 | TotalExcessDistriCarryover |
| Qualifying Distributions | 363962 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 68570 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 295392 | RemainingDistriFromCorpus |
| Total Corpus | 1328704 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 50329 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1278375 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20025 | ExcessFromYear4 |
| Excess From Year3 | 257458 | ExcessFromYear3 |
| Excess From Year2 | 343993 | ExcessFromYear2 |
| Excess From Year1 | 361507 | ExcessFromYear1 |
| Excess From Current Year | 295392 | 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 (36 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 |
|---|---|---|---|---|---|---|---|---|
| VILAR PERFORMING ARTS CENTER | ||||||||
| PO BOX 309 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| ST JO PUBLIC LIBRARY | ||||||||
| 201 EAST HOWELL ST | ST JO | TX | 76265 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 | |
| VAIL JAZZ FOUNDATION | ||||||||
| PO BOX 3035 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 | |
| THE SALVATION ARMY | ||||||||
| 8787 N STEMMONS FWY STE 800 | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 | |
| EPISCOPAL CENTER FOR RENEWAL | ||||||||
| 10290 MONROE DR SUITE 101 | DALLAS | TX | 75229 | NONE | RELIGIOUS | GENERAL OPERATIONS | $500 | |
| BREAST CANCER 3-DAY | ||||||||
| C/O ST MICHAEL AND ALL ANGELS EPIS | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 | 8011 DOUGLAS AVE |
| VAIL VALLEY CHARITABLE FUND | ||||||||
| PO BOX 2302 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $250 | |
| DALLAS HERITAGE VILLAGE | ||||||||
| 1515 SOUTH HARWOOD | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,250 | |
| BAYLOR HEALTHCARE SYSTEM FOUNDATION | ||||||||
| 3600 GASTON AVENUE | DALLAS | TX | 75246 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 | |
| VAIL VETERANS PROGRAM | ||||||||
| PO BOX 6473 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,250 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 2425 FOUNTAIN VIEW DRIVE STE 280 | HOUSTON | TX | 77057 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 | |
| EAGLE VALLEY RELIGIOUS FOUNDATION | ||||||||
| PO BOX 1828 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 | |
| SEMINARY OF THE SOUTHWEST | ||||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | RELIGIOUS | GENERAL OPERATIONS | $250 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||||
| PO BOX 12844 | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 NORTH HARWOOD | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,400 | |
| DALLAS CASA | ||||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,100 | |
| 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 | $45,000 | 2301 FLORA STREET |
| THE PAPAGENO FOUNDATION | ||||||||
| C/O THOMPSON PRIVATE ADVISORS LLC | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 | PO BOX 192527 |
| EPISCOPAL CHURCH OF THE TRANSFIGURATION | ||||||||
| PO BOX 1000 | VAIL | CO | 81658 | NONE | RELIGIOUS | GENERAL OPERATIONS | $5,000 | 19 VAIL ROAD |
| DENISON MINISTRIES | ||||||||
| 17304 PRESTON ROAD SUITE 1060 | DALLAS | TX | 75252 | NONE | RELIGIOUS | GENERAL OPERATIONS | $250 | |
| THE UNIVERSITY OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 | |
| FRONTIERS OF FLIGHT MUSEUM | ||||||||
| 6911 LEMMON AVENUE | DALLAS | TX | 75209 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $250 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3963 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200,000 | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| 2000 14TH STREET ST N SUITE 230 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 | |
| THE TRINITY TRUST | ||||||||
| 1444 OAK LAWN AVENUE SUITE 200 | DALLAS | TX | 75207 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $900 | |
| CENTER FOR BRAIN HEALTH | ||||||||
| 2200 WEST MOCKINGBIRD LANE | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 | |
| SMU MEADOWS SCHOOL OF THE ARTS | ||||||||
| PO BOX 750356 | DALLAS | TX | 75275 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARKWAY | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| ST PHILIPS EPISCOPAL CHURCH | ||||||||
| 342 E WOOD STREET | PALATINE | IL | 60067 | NONE | RELIGIOUS | GENERAL OPERATIONS | $150 | |
| DALLAS ARBORETUM | ||||||||
| 8617 GARLAND ROAD | DALLAS | TX | 75218 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $9,656 | |
| NATIONAL MS SOCIETY | ||||||||
| 8336 BRIAR DRIVE | DALLAS | TX | 75243 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $400 | |
| FRIENDS OF THE ARBORETUM | ||||||||
| 8617 GARLAND ROAD | DALLAS | TX | 75218 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH | ||||||||
| 8011 DOUGLAS AVENUE | DALLAS | TX | 75225 | NONE | RELIGIOUS | GENERAL OPERATIONS | $11,000 | |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | ||||||||
| 2271 N FRONTAGE ROAD W SUITE C | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| PO BOX 910888 | DALLAS | TX | 75391 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 358206 | 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 | $4,181 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,896 | 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 | $82,037 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$32,871 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME - MERIT | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $8,135 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,378 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79378 | 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 | 1 | LineNumber |
| Relationship Statement | N/A | 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 (3 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 1660 | DALLAS | TX | 75251 | 40155 | X | |
| 2 | AMERICAN CONTRACTORS INSURANCE GROU | 12222 MERIT DRIVE SUITE 1660 | DALLAS | TX | 75251 | 181500 | X | |
| 3 | WILLIAM AND SHIRLEY MCINTYRE | 12222 MERIT DRIVE SUITE 1660 | DALLAS | TX | 75251 | 115214 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | 2308 SHARES AT&T STOCK, 2254.3369 SHARES AINV STOCK, 249.714 SHARES DODGX STOCK, 161.523 SHARES SPAR | NoncashPropertyDescription |
| Fair Market Value | 115214 | FairMarketValue |
| Date Received | 2011-12-31 | DateReceived |
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 (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DODGE & COX STOCK | 110591 | 89844 |
| CITIGROUP CAP IX | 25200 | 24490 |
| DODGE & COX INTERNATIONAL | 111771 | 85006 |
| FORD MOTOR CORP | 0 | 0 |
| DODGE & COX STOCK FUND | 163880 | 142189 |
| AIG | 16601 | 1605 |
| AIGWS | 3190 | 268 |
| APOLLO INVESTMENT CORP | 113647 | 84020 |
| SPDR S&P DIVIDEND | 0 | 0 |
| PCS | 111363 | 60500 |
| SPARTAN 500 INDEX FD | 7521 | 7837 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERIT ENERGY PARTNERS E-II | 290730 | 290730 |
| MERIT ENERGY PARTNERS CANADA | 42814 | 42814 |
| MERIT ENERGY PARTNERS H | 376479 | 376479 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ROYALTY EXP-MERIT E-II | 1744 | 1744 | 0 | 0 |
| ROYALTY EXP-MERIT CANADA | 1424 | 1424 | 0 | 0 |
| ROYALTY EXP-MERIT H | 180 | 180 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Other Income - Merit | 8135 | -1583 | 0 |
| Royalty Income-Merit Energy Ptrs E-II | 63157 | 63157 | 0 |
| Royalty Income-Merit Energy Ptrs Canada | 9782 | 9782 | 0 |
| Royalty Income-Merit Energy Ptrs H, LP | 9098 | 9098 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | Category |
Comments