CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-07
IRS object ID: 201313119349100301
Schema version: 2012v2.0
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
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-07T05:27:43-08:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	J DAVID JACKSON LC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	200-D WESTGATE PKWY	AddressLine1
City	AMARILLO	City
State	TX	State
ZIP Code	79121	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	752403435	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CAROL K ENGLER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CARO	NameControl
Phone	8064671048	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 GUNN COURT	AddressLine1
City	AMARILLO	City
State	TX	State
ZIP Code	791064158	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CAROL K ENGLER	Name
Title	PRESIDENT	Title
Phone	8064671048	Phone
Date Signed	2013-11-07	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	J DAVID JACKSON CPA	Name
Phone	8064688500	Phone
Date Prepared	2013-11-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	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	835272	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	116110	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	3	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	3	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	3	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	18093	DividendsRevAndExpnss
Dividends Net Invst Incm	18092	DividendsNetInvstIncm
Dividends Adj Net Incm	18092	DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm	123029	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	23746	NetSTCGAdjNetIncm
Total Revenue And Expenses	134206	TotalRevenueAndExpenses
Total Net Investment Income	141124	TotalNetInvestmentIncome
Total Adjusted Net Income	41841	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	16567	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	256	TaxesRevAndExpnss
Taxes Net Invst Incm	256	TaxesNetInvstIncm
Taxes Adj Net Incm	256	TaxesAdjNetIncm
Other Expenses Rev And Expnss	175	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	175	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	175	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	16998	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	431	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	431	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	52895	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	52895	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	69893	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	431	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	431	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	52895	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	64313	ExcessOfRevenueOverExpenses
Net Investment Income	140693	NetInvestmentIncome
Adjusted Net Income	41410	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	250299	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	70197	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	70197	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	381959	InvestmentsOtherBOY
Investments Other EOY	749403	InvestmentsOtherEOY
Investments Other EOYFMV	765075	InvestmentsOtherEOYFMV
Total Assets BOY	632258	TotalAssetsBOY
Total Assets EOY	819600	TotalAssetsEOY
Total Assets EOYFMV	835272	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	632258	UnrestrictedBOY
Unrestricted EOY	819600	UnrestrictedEOY
Total Net Assets BOY	632258	TotalNetAssetsBOY
Total Net Assets EOY	819600	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	632258	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	819600	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	632258	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	64313	ExcessOfRevenueOverExpenses
Other Increases	123029	OtherIncreases
Subtotal	819600	Subtotal
Total Net Assets Fund Balances EOY	819600	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (92 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
BAXTER INTERNATIONAL INC	P	2011-07-12	2012-01-09	20669	25151	-4482	-4482
CONOCOPHILLIPS	P	2010-01-11	2012-01-09	24332	17410	6922	6922
EMC CORP MASS	P	2009-04-08	2012-01-09	14619	8376	6243	6243
EMC CORP MASS	P	2010-01-11	2012-01-09	3164	2603	561	561
EMC CORP MASS	P	2011-01-06	2012-01-09	1964	2087	-123	-123
MARATHON OIL CORP	P	2010-01-11	2012-01-09	5109	3393	1716	1716
MARATHON OIL CORP	P	2011-01-06	2012-01-09	1703	1100	603	603
MARATHON PETE CORP	P	2011-07-01	2012-01-09	8226	6370	1856	1856
MARATHON PETE CORP	P	2011-10-06	2012-01-09	1511	1228	283	283
ORACLE CORP	P	2006-10-17	2012-01-09	5789	4207	1582	1582
ORACLE CORP	P	2009-01-06	2012-01-09	9134	6493	2641	2641
ORACLE CORP	P	2010-01-11	2012-01-09	4760	4545	215	215
APPLE INC	P	2009-10-06	2012-04-10	6231	1891	4340	4340
HCP INC COMMISSION	P	2012-02-10	2012-04-10	19988	21660	-1672	-1672
NOBLE ENERGY INC	P	2012-02-10	2012-04-10	19757	20972	-1215	-1215
SOUTHERN CO	P	2012-02-10	2012-04-10	21905	21578	327	327
UNION PAC CORP	P	2012-01-10	2012-04-10	20040	21099	-1059	-1059
HOME DEPOT INC	P	2009-04-08	2012-07-12	9366	4493	4873	4873
MCDONALDS CORP	P	2011-10-06	2012-07-12	20586	20068	518	518
WALMART STORES INC	P	2007-10-15	2012-07-12	1791	1134	657	657
WALMART STORES INC	P	2007-01-11	2012-07-12	4657	3061	1596	1596
MERCK & CO	P	2012-01-09	2012-07-12	4196	3811	385	385
F5 NETWORKS	P	2012-02-10	2012-07-12	15820	21524	-5704	-5704
HUMANA INC	P	2012-02-10	2012-07-12	18992	21341	-2349	-2349
SPECTRA ENERGY CORP	P	2012-02-10	2012-07-12	20262	21777	-1515	-1515
V F CORP	P	2012-02-10	2012-07-12	21408	21629	-221	-221
FASTENAL CO	P	2012-04-10	2012-07-12	20357	26689	-6332	-6332
F5 NETWORKS	P	2012-04-10	2012-07-12	2326	3411	-1085	-1085
HUMANA INC	P	2012-04-10	2012-07-12	3798	4545	-747	-747
MASCO CORP	P	2012-04-10	2012-07-12	4381	3952	429	429
MCDONALDS CORP	P	2012-04-10	2012-07-12	4028	4413	-385	-385
SPECTRA ENERGY CORP	P	2012-04-10	2012-07-12	4776	5156	-380	-380
INTERNATIONAL BUSINESS	P	2011-10-06	2012-08-09	22958	20190	2768	2768
UNITED HEALTH GROUP INC	P	2011-07-15	2012-08-09	24426	24360	66	66
INTEL CORP	P	2012-01-09	2012-08-09	24563	23102	1461	1461
OREILLY AUTOMOTIVE	P	2012-02-10	2012-08-09	22373	21570	803	803
BRISTOL MYERS SQUIBBS	P	2011-10-06	2012-09-10	21513	20576	937	937
BRISTOL MYERS SQUIBBS	P	2012-04-10	2012-09-10	4965	5067	-102	-102
COMCAST CORP	P	2012-04-10	2012-10-01	6084	4988	1096	1096
EDWARDS LIFESCIENCES	P	2012-07-12	2012-11-09	22014	25074	-3060	-3060
APPLE INC	P	2009-10-06	2012-12-03	14789	4728	10061	10061
APPLE INC	P	2010-01-11	2012-12-03	11831	4291	7540	7540
BEMIS INC	P	2009-01-06	2012-12-26	16420	12700	3720	3720
BEMIS INC	P	2010-01-11	2012-12-26	4859	4329	530	530
BEMIS INC	P	2011-01-06	2012-12-26	3183	3104	79	79
BOEING CO	P	2009-01-06	2012-12-26	17091	10427	6664	6664
BOEING CO	P	2010-01-11	2012-12-26	4558	3531	1027	1027
BOEING CO	P	2011-01-06	2012-12-26	6077	5325	752	752
CARINDAL HEALTH SVC	P	2009-01-06	2012-12-26	12076	7527	4549	4549
CARINDAL HEALTH SVC	P	2009-10-06	2012-12-26	6454	4108	2346	2346
CARINDAL HEALTH SVC	P	2010-01-11	2012-12-26	3956	3038	918	918
COSTCO WHSL CORP	P	2011-10-06	2012-12-26	4735	3976	759	759
GENERAL DYNAMICS CORP	P	2011-01-13	2012-12-26	23198	23840	-642	-642
HOME DEPOT INC	P	2009-04-08	2012-12-26	15891	6491	9400	9400
HOME DEPOT INC	P	2010-01-11	2012-12-26	13141	6231	6910	6910
SYSCO CORP	P	2009-01-06	2012-12-26	15963	12365	3598	3598
SYSCO CORP	P	2010-01-11	2012-12-26	5374	4751	623	623
SYSCO CORP	P	2011-01-06	2012-12-26	4267	3961	306	306
TARGET CORP	P	2011-01-06	2012-12-26	17331	17814	-483	-483
TARGET CORP	P	2011-04-08	2012-12-26	7050	6075	975	975
WALGREENS CO	P	2009-01-06	2012-12-26	12437	9095	3342	3342
WALGREENS CO	P	2010-01-11	2012-12-26	6219	6247	-28	-28
WALGREENS CO	P	2011-01-06	2012-12-26	3658	3936	-278	-278
WALMART STORES INC	P	2007-10-15	2012-12-26	678	453	225	225
WALMART STORES INC	P	2009-01-06	2012-12-26	7800	6426	1374	1374
WALMART STORES INC	P	2010-01-11	2012-12-26	9496	7514	1982	1982
WALMART STORES INC	P	2011-01-06	2012-12-26	5765	4623	1142	1142
ARCHER DANIELS MIDLAND	P	2012-01-09	2012-12-26	21781	23067	-1286	-1286
CVS CAREMARK CORP	P	2012-01-09	2012-12-26	26609	22928	3681	3681
JOHNSON CTLS	P	2012-01-09	2012-12-26	18114	19613	-1499	-1499
MERCK & CO	P	2012-01-09	2012-12-26	20434	18862	1572	1572
US BANCORP	P	2012-02-10	2012-12-03	23801	21798	2003	2003
BEMIS INC	P	2012-04-10	2012-12-26	3351	3224	127	127
CARDINAL HEALTH INC	P	2012-04-10	2012-12-26	4164	4242	-78	-78
COMCAST CORP	P	2012-04-10	2012-12-26	27594	21860	5734	5734
DISCOVER FINL	P	2012-04-10	2012-12-26	31107	26626	4481	4481
MASCO CORP	P	2012-04-10	2012-12-26	28848	22438	6410	6410
MERCK & CO	P	2012-04-10	2012-12-26	4334	4064	270	270
US BANCORP	P	2012-04-10	2012-12-03	3699	3579	120	120
WALGREENS CO	P	2012-04-10	2012-12-26	6950	6367	583	583
ECOLAB INC	P	2012-07-12	2012-12-26	26284	24847	1437	1437
EXPEDIA INC	P	2012-07-12	2012-12-26	30329	24684	5645	5645
MARATHON PETE CORP	P	2012-07-12	2012-12-26	34435	24699	9736	9736
REGIONS FINANCIAL CORP	P	2012-07-12	2012-12-26	26112	24864	1248	1248
VISA INC	P	2012-07-12	2012-12-26	6580	5409	1171	1171
AMGEN INC	P	2012-08-09	2012-12-26	25857	24679	1178	1178
BIOGEN IDEC INC	P	2012-08-09	2012-12-26	16353	16161	192	192
DISNEY WALT CO	P	2012-08-09	2012-12-26	24280	24451	-171	-171
EBAY INC	P	2012-08-09	2012-12-26	9923	8803	1120	1120
LENNAR CORP	P	2012-11-09	2012-12-26	26029	26401	-372	-372
ALLSTATE CORP	P	2012-12-06	2012-12-26	26733	27025	-292	-292
WATSON PHARMACEUTICALS	P	2012-12-06	2012-12-26	27318	27137	181	181

Field	Value	IRS element (for citing)
Capital Gain Net Income	123029	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	23746	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	39800	QualifyingDistributionsYear1
Noncharitable Assets Year1	725304	NoncharitableAssetsYear1
Distribution Ratio Year1	0.054874	DistributionRatioYear1
Qualifying Distributions Year2	30100	QualifyingDistributionsYear2
Noncharitable Assets Year2	607001	NoncharitableAssetsYear2
Distribution Ratio Year2	0.049588	DistributionRatioYear2
Qualifying Distributions Year3	23380	QualifyingDistributionsYear3
Noncharitable Assets Year3	58871	NoncharitableAssetsYear3
Distribution Ratio Year3	0.397140	DistributionRatioYear3
Qualifying Distributions Year4	11550	QualifyingDistributionsYear4
Noncharitable Assets Year4	26358	NoncharitableAssetsYear4
Distribution Ratio Year4	0.438197	DistributionRatioYear4
Qualifying Distributions Year5	4090	QualifyingDistributionsYear5
Noncharitable Assets Year5	47370	NoncharitableAssetsYear5
Distribution Ratio Year5	0.086342	DistributionRatioYear5
Total Distribution Ratio	1.026141	TotalDistributionRatio
Average Distribution Ratio	0.205228	AverageDistributionRatio
Net Noncharitable Assets	716151	NetNoncharitableAssets
Adjusted Noncharitable Assets	146974	AdjustedNoncharitableAssets
One Percent Net Investment Income	1407	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	148381	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	52895	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2814	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2814	Subtotal
Tax Based On Investment Income	2814	TaxBasedOnInvestmentIncome
Tax Paid Original Return	0	TaxPaidOriginalReturn
Form2220 Attached	X	Form2220Attached
Tax Due	2814	TaxDue
Amount Credited To Next Year	0	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
Form990 T Filed	false	Form990TFiled
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	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	false	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	CAROL K ENGLER	BooksInCareOfPersonName
Books In Care Of Phone Number	8064671048	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 GUNN COURT	AddressLine1
City	AMARILLO	City
State	TX	State
ZIP Code	791064158	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
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
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 (7 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
CAROL K ENGLER
2 GUNN COURT	AMARILLO	TX	79106	PRES/TREAS	0	0	0	0
MATTHEW P ENGLER
1909 TODVILLE RD	SEABROOK	TX	77586	DIRECTOR	0	0	0	0
JENNIFER L ENGLER
PO BOX 2168	EAGLE	CO	81631	DIRECTOR	0	0	0	0
MICHAEL J ENGLER
16 EDGEWATER DRIVE	AMARILLO	TX	79106	DIRECTOR	0	0	0	0
TERESA E RAIZEN
55 NORFOLD ROAD	ARLINGTON	MA	02476	DIRECTOR	0	0	0	0
SARA E CADY
2519 BEACON ST	NEWPORT BEACH	CA	92663	DIRECTOR	0	0	0	0
MARK A ENGLER
1 PINECREST	AMARILLO	TX	79106	DIRECTOR	0	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	663885	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	57883	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	5289	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	727057	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	727057	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	10906	CashDeemedCharitable
Net Noncharitable Assets	716151	NetNoncharitableAssets
Minimum Investment Return	35808	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	35808	MinimumInvestmentReturn
Tax Based On Investment Income	2814	TaxBasedOnInvestmentIncome
Total Tax	2814	TotalTax
Distributable Amount Before Adj	32994	DistributableAmountBeforeAdj
Distributable Amount Before Ded	32994	DistributableAmountBeforeDed
Distributable Amount As Adjusted	32994	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	52895	ExpensesAndContributions
Qualifying Distributions	52895	QualifyingDistributions
Adj Qualifying Distributions	52895	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	32994	DistributableAmountAsAdjusted
Undistributed Income Prior Year	36009	UndistributedIncomePriorYear
Excess Distri Carryover Year5	4100	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	11550	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	23380	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	30100	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	39800	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	108930	TotalExcessDistriCarryover
Qualifying Distributions	52895	QualifyingDistributions
Remaining Distri From Corpus	52895	RemainingDistriFromCorpus
Total Corpus	161825	TotalCorpus
Taxable Amount2	36009	TaxableAmount2
Undistributed Income CY	32994	UndistributedIncomeCY
Excess Distri Cyov From Year5	4100	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	157725	ExcessDistriCyovToNextYear
Excess From Year4	11550	ExcessFromYear4
Excess From Year3	23380	ExcessFromYear3
Excess From Year2	30100	ExcessFromYear2
Excess From Year1	39800	ExcessFromYear1
Excess From Current Year	52895	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CAROL K ENGLER	ContributingManager
Shareholder Manager	NA	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
UNITED CATHOLIC APPEAL
PO BOX 5644	AMARILLO	TX	79117	N/A	GEN. CONTRIBUTION	$1,000
AMARILLO AREA CASA
PO BOX 691	AMARILLO	TX	79105	N/A	GEN. CONTRIBUTION	$5,500
AMARILLO MUSEUM OF ART
2200 S VANBUREN	AMARILLO	TX	79109	N/A	GEN. CONTRIBUTION	$4,000
CITY CHURCH OUTREACH MINISTRY
205 S POLK STREET	AMARILLO	TX	79101	N/A	GEN. CONTRIBUTION	$1,500
KACV TV
BOX 447	AMARILLO	TX	79178	N/A	GEN. CONTRIBUTION	$800
MARCH OF DIMES
104 WEST 6TH ST STE 301	AMARILLO	TX	79101	N/A	GEN. CONTRIBUTION	$4,500
MEALS ON WHEELS
219 W 7TH AVE	AMARILLO	TX	79101	N/A	GEN. CONTRIBUTION	$3,500
SUSAN G KOMEN FOR THE CURE
PO BOX 96216	WASHINGTON	DC	20090	N/A	GEN. CONTRIBUTION	$500
OLIVIA'S ANGELS
PO BOX 950	AMARILLO	TX	79105	N/A	GEN. CONTRIBUTION	$2,500
SAINT HYACINTH'S CHURCH
4500 WEST HILLS TRAIL	AMARILLO	TX	79106	N/A	GEN. CONTRIBUTION	$2,500
AUSTIN WALDORF SCHOOL
8700 SOUTH VIEW ROAD	AUSTIN	TX	78737	N/A	GEN. CONTRIBUTION	$10,000
DIOCESE OF AMARILLO SEMINARY BURSE FUND
PO BOX 5644	AMARILLO	TX	79117	N/A	GEN. CONTRIBUTION	$1,500
CHAMPIONS OF BREAST HEALTH
PO BOX 1400	AMARILLO	TX	79105	N/A	GEN. CONTRIBUTION	$1,500
HIGH PLAINS FOOD BANK
815 ROSS STREET	AMARILLO	TX	79102	N/A	GEN. CONTRIBUTION	$2,095
MARTHAS HOME
1204 SW 18TH AVE	AMARILLO	TX	79102	N/A	GEN. CONTRIBUTION	$1,000
ALZHEIMER'S DISEASE RESEARCH
PO BOX 96011	WASHINGTON	DC	200906011	N/A	GEN. CONTRIBUTION	$500
AMARILLO AREA FOUNDATION
801 S FILLMORE ST STE 700	AMARILLO	TX	79101	N/A	GEN. CONTRIBUTION	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	52895	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$18,093	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$18,096	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	18096	TotalPartXVIA

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

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	LANYAP LTD	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2 GUNN COURT	AddressLine1
City	AMARILLO	City
State	TX	State
ZIP Code	79106	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	116110	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategory	AmountAmount
J. DAVID JACKSON, LC TAX SERVICES	$925
OPPENHEIMER INVESTMENT EXPENSES	$15,642

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	OPPEN #5606	CategoryOrItem
Book Value	749403	BookValue
EOYFMV	765075	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK CHARGES	Description
Revenue And Expenses Per Books	175	RevenueAndExpensesPerBooks
Net Investment Income	175	NetInvestmentIncome
Adjusted Net Income	175	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	ADJUSTMENT TO FMV OF CONTRIBUTED STOCK	Description
Amount	$123,029	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Amount	$256	Amount
Net Investment Income	256	NetInvestmentIncome
Adjusted Net Income	256	AdjustedNetIncome

CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (92 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments