RAY H MARR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAY H MARR FOUNDATION (EIN 26-3172622)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-13
- IRS object ID
- 201331649349100408
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-13T13:16:58-07:00 | 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 | BRIGHT & BRIGHT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LN STE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255918 | 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 | 263172622 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAY H MARR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAYH | NameControl |
| Phone | 2147489614 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAY H MARR | Name |
| Title | Director/PRES | Title |
| Date Signed | 2013-06-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G Todd Bright | Name |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | Phone |
| 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 | 3488532 | 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 |
| Interest On Savings Rev And Expnss | 1390 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1390 | InterestOnSavingsNetInvstIncm |
| Other Income Rev And Expnss | 195552 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 195552 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 196942 | TotalRevenueAndExpenses |
| Total Net Investment Income | 196942 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4425 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 4425 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10572 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10572 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4000 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 166329 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 164966 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1363 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 185326 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 175538 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5788 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 163000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 163000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 348326 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 175538 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 168788 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -151384 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21404 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 111760 | CashBOY |
| Cash EOY | 113749 | CashEOY |
| Cash EOYFMV | 113749 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 491240 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 451944 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 451944 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 6048 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4000 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 2806360 | InvestmentsOtherBOY |
| Investments Other EOY | 2694331 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2918839 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3415408 | TotalAssetsBOY |
| Total Assets EOY | 3264024 | TotalAssetsEOY |
| Total Assets EOYFMV | 3488532 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1000 | CapitalStockBOY |
| Capital Stock EOY | 1000 | CapitalStockEOY |
| Retained Earnings BOY | 3414408 | RetainedEarningsBOY |
| Retained Earnings EOY | 3263024 | RetainedEarningsEOY |
| Total Net Assets BOY | 3415408 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3264024 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3415408 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3264024 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3415408 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -151384 | ExcessOfRevenueOverExpenses |
| Subtotal | 3264024 | Subtotal |
| Total Net Assets Fund Balances EOY | 3264024 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 428 | InvestmentIncomeExciseTax |
| Subtotal | 428 | Subtotal |
| Tax Based On Investment Income | 428 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Overpayment | 3572 | Overpayment |
| Amount Credited To Next Year | 3572 | 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 | 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 | RAY H MARR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2147489614 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL SUITE 2500 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JUDITH ELDER | ||||||
| 325 N ST PAUL STREET2500 | DALLAS | TX | 75225 | Treasurer | 40.00 | 0 |
| PHYLLIS WEIR | ||||||
| 325 NST PAUL ST 2500 | DALLAS | TX | 75201 | Secretary | 40.00 | 0 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE 600 | DALLAS | TX | 75225 | Director | 0.00 | 0 |
| DOUGLAS W BONNER | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | Director/VP | 40.00 | 0 |
| RAY H MARR | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | Director/PRES | 40.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 567441 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2922839 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3490280 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3490280 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52354 | CashDeemedCharitable |
| Net Noncharitable Assets | 3437926 | NetNoncharitableAssets |
| Minimum Investment Return | 171896 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 171896 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 428 | TaxBasedOnInvestmentIncome |
| Total Tax | 428 | TotalTax |
| Distributable Amount Before Adj | 171468 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 171468 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 171468 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 168788 | ExpensesAndContributions |
| Qualifying Distributions | 168788 | QualifyingDistributions |
| Adj Qualifying Distributions | 168788 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 171468 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 162987 | UndistributedIncomePriorYear |
| Qualifying Distributions | 168788 | QualifyingDistributions |
| Applied To Year1 | 162987 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5801 | AppliedToCurrentYear |
| Undistributed Income CY | 165667 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY H MARR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BUCKNER FOUNDATION | |||||||
| 600 N PEARL STREET SUITE 2000 | DALLAS | TX | 75201 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $5,000 |
| SOUTHERN METHODIST UNIVERSITY-DEDMA | |||||||
| P O BOX 750235 | DALLAS | TX | 75275 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $35,000 |
| SPIRITHORSE INTERNATIONAL THERPUTIC | |||||||
| 1960 POST OAK DRIVE | CORINTH | TX | 76210 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| THE WINSTON SCHOOL | |||||||
| 5707 ROYAL LANE | DALLAS | TX | 75229 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $72,500 |
| SMU SCHOOL OF ENGINEERING | |||||||
| PO BOX 750339 | DALLAS | TX | 75275 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $40,000 |
| DALLAS DUCKS UNLIMITED | |||||||
| 12221 MERIT DRIVE SUITE 1500 | DALLAS | TX | 75251 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $1,500 |
| BOY SCOUTS OF AMERICA | |||||||
| 8605 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 163000 | 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 | $1,390 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OIL & GAS ROYALTY INCOME | Description |
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $195,552 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,942 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 196942 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPREPARATION OF FORM 990-PF | Category |
| Amount | $4,425 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4425 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRODUCTION TAXES | 37624 | 37624 | |
| MISCELLANEOUS EXPENSE | 113 | 113 | |
| INSURANCE | 1250 | 1250 | |
| DEPLETION | 112254 | 112254 | |
| AD VALORUM AND OTHER TAXES | 15088 | 15088 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OIL & GAS ROYALTY INCOME | Description |
| Revenue And Expenses Per Books | 195552 | RevenueAndExpensesPerBooks |
| Net Investment Income | 195552 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MANAGEMENT FEES | $11,329 | 11329 | 0 | 0 |
| $757 | -757 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES ON 2011 NET INVEST INCOME | Category |
| Amount | $4,000 | Amount |
Comments