BULL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BULL FOUNDATION (EIN 27-1494865)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-05
IRS object ID: 201323099349100212
Schema version: 2012v2.1
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-05T13:26:44-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	453751241	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROY M GONZALEZ CPA LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	632 EAST KING AVENUE	AddressLine1
City	KINGSVILLE	City
State	TX	State
ZIP Code	78363	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	271494865	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BULL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BULL	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 228	AddressLine1
City	SARITA	City
State	TX	State
ZIP Code	783850228	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BURT BULL	Name
Title	BURT BULL	Title
Phone	3616750229	Phone
Date Signed	2013-11-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROY M GONZALEZ	Name
PTIN	P00275838	PTIN
Phone	3615925161	Phone
Date Prepared	2013-11-05	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2558192	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	84589	DividendsRevAndExpnss
Net Gain Sale Assets Rev And Expnss	-6763	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	438535	GrossSalesPrice
Total Revenue And Expenses	77826	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	825	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	294	TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1119	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1119	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	76707	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	328958	CashBOY
Cash EOY	230156	CashEOY
Cash EOYFMV	7198	CashEOYFMV
Savings And Temp Cash Invst BOY	60600	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	60600	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	61080	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1941951	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1941951	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2025815	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	347971	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	347971	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	464099	InvestmentsCorpBondsEOYFMV
Total Assets BOY	2679480	TotalAssetsBOY
Total Assets EOY	2580678	TotalAssetsEOY
Total Assets EOYFMV	2558192	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	2679483	CapitalStockBOY
Retained Earnings BOY	-3	RetainedEarningsBOY
Retained Earnings EOY	2580678	RetainedEarningsEOY
Total Net Assets BOY	2679480	TotalNetAssetsBOY
Total Net Assets EOY	2580678	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2679480	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2580678	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2679480	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	76707	ExcessOfRevenueOverExpenses
Subtotal	2756187	Subtotal
Other Decreases	175509	OtherDecreases
Total Net Assets Fund Balances EOY	2580678	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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
11562062S AMERN US GOVT SECS FUND	P	2009-06-01	2012-03-23	165684	169982	-4298	-4298
066666S DUKE ENERGY CORP NEW	P	2010-03-10	2012-07-03	46	33	13	13
27837216S J HANCOCK GOVERNMENT INC	D	2009-06-01	2012-03-23	272805	275283	-2478	-2478

Field	Value	IRS element (for citing)
Capital Gain Net Income	-6763	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Adjusted Noncharitable Assets	0	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome

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
Books In Care Of Person Name	BURT BULL	BooksInCareOfPersonName
Books In Care Of Phone Number	3616750229	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 228	AddressLine1
City	SARITA	City
State	TX	State
ZIP Code	78385	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
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
BURT BULL
P O BOX 228	SARITA	TX	78385	DIRECTOR	2.00	0	0	0
LINDA BULL
PO BOX 228	SARITA	TX	78385	DIRECTOR	2.00	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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	KLEBERG-KENEDY LIVESTOCK SHOW	Description1
Expenses1	50800	Expenses1
Description2	CHRISTUS SPOHN HOSPITAL	Description2
Expenses2	93695	Expenses2
Description3	KLEBERG COUNTY PREGNANCY RESOURCE CENTER	Description3
Expenses3	15000	Expenses3
Description4	AWARE DEPT	Description4
Expenses4	6000	Expenses4

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Undistributed Income CY	0	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
TEXAS AandM UNIVERSITY KINGSVILL
955 UNIVERSITY BLVD	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$3,940
SOUTH TEXAS CHARITY QUAIL HUNT
MSC 218 700 UNIVERSITY BLVD	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$1,800
AMERICAN HEART ASSOCIATION
500 N SHORELINE BLVD	CORPUS CHRISTI	TX	78401	NONE	501 C	EDUCATIONAL	$250
EPIPHANY SCHOOL
206 N THIRD STREET	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$160
L E RAMEY
HWY 77 and ESCONDIDO ROAD	KINGSVILLE	TX	78363	NONE	501 C	PUBLIC ENTITY	$250
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL CHARITABLE	$50,800
CHRISTUS SPOHN HOSPITAL
1311 GENERAL CAVAZOS BLVD	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$93,695
RICARDO ISD
138 WEST COUNTY ROAD 2160	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$2,800
AWARE DEPT OF WOMENS CLUB KING
230 WEST YOAKUM AVENUE	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$6,000
RIVERA BEAUTIFICATON ASSOCIATI
P O BOX 86	RIVIERA	TX	78379	NONE	501 C	CHARITABLE	$150
SARTIA ISD
150 EAST LA PARRA STREET	SARITA	TX	78385	NONE	501 C	EDUCATIONAL	$664
KLEBERG COUNTY PREGNANCY RESOU
P O BOX 281	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE EDUCATIONAL	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	175509	TotGrantOrContriPaidDuringYear

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$825	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
EDWARD JONES...STOCKS	226154	278191
EDWARD JONES...BONDS	121817	185908

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	EDWARD JONESMUTUAL FUNDS	NameOfStock
EOY Book Value	1941951	EOYBookValue
EOYFMV	2025815	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
CONTRIBUTIONS DISBURSED TO 501C-3	$175,509
ROUNDING	$0

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	Category
Amount	$294	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

BULL 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 (3 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 (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments