2013-11-13T06:21:21-08:00 2012-12-31 Sanford Baumeister & Frazier LLP 512 Main Street Suite 1500 Fort Worth TX 76102 990 2012-01-01 751762849 Texas & Southwestern Cattle Raisers Foundation TEXA 8173328551 1600 Gendy Fort Worth TX 76107 Patricia W Riley 2013-11-13 true Michaela J Cromar CPA P00895728 8178775000 2012 2016-02-24 21:20:13Z Patricia W Riley 1600 Gendy Fort Worth TX 76107 2913613 false false X www.cattleraisersmuseum.org X 1979 TX THE FOUNDATION PROVIDES OPPORTUNITIES FOR PEOPLE OF ALL AGES TO LEARN ABOUNT THE HISTORY, HERITAGE, ECONOMICS AND CULTURE OF THE LIVESTOCK INDUSTRY OF THE SOUTHWEST. THIS IS DONE THROUGH THE CATTLE RAISERS MUSEUM EXHIBITS, EDUCATION INITIATIVES AND PROGRAMMING, SCHOLARSHIPS AWARDED, AND ITS ORAL HISTORY PROGRAM. 19 19 0 5 7681 405110 289204 24213 15451 58446 64039 -19130 3674 468639 372368 299000 57750 0 273190 293867 0 53107 117045 97734 689235 449351 -220596 -76983 6692592 7116637 37841 8442 6654751 7108195 THE FOUNDATION PROVIDES OPPORTUNITIES FOR PEOPLE OF ALL AGES TO LEARN ABOUNT THE HISTORY, HERITAGE, ECONOMICS AND CULTURE OF THE LIVESTOCK INDUSTRY OF THE SOUTHWEST. THIS IS DONE THROUGH THE CATTLE RAISERS MUSEUM EXHIBITS, EDUCATION INITIATIVES AND PROGRAMMING, SCHOLARSHIPS AWARDED, AND ITS ORAL HISTORY PROGRAM. false false 83150 15451 TO PROMOTE EDUCATIONAL PROGRAMS AND PRESERVE HISTORIC DATA ON THE LIVESTOCK INDUSTRY INCLUDING MAINTAINING A LIBRARY OF BOOKS AND OTHER DOCUMENTS RELATING TO THE LIVESTOCK INDUSTRY IN 2011 THERE WERE 365,786 VISITORS TO THE MUSEUM. 57750 57750 THE SCHOLARSHIP FUND IS DESIGNED TO ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY BY INVESTING IN YOUNG PEOPLE WHO ARE PURSUING CAREERS IN THE AGRICULTURE FIELD OR WHO COME FROM FARM OR RANCH FAMILIES. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS ENTERING ACCREDITED UNIVERSITIES IN TEXAS AND OKLAHOMA AND PURSUING DEGREES WITHIN THE AGRICULTURE FIELD. 140900 true true false false false false false true false true true false false false false false true false false false false false false false true false false false true true false false false false false false false false true false false false false false false false true false false false false true 7 0 true 0 false true false false false false true true false 0 false false false false false false false false false false X 19 19 true false false false true false false true true false false true true true true true true true true false X X Patricia W Riley 8173364475 1600 Gendy Street Fort Worth TX 76107 Bart Wullf 0.50 0.00 X 0 0 0 Joline Wharton 0.50 0.00 X 0 0 0 Red Steagall 0.50 0.00 X 0 0 0 Chris Scharbauer 0.50 0.00 X 0 0 0 Marty Richter 0.50 0.00 X 0 0 0 Russell Noble 0.50 0.00 X 0 0 0 Anne Marion 0.50 0.00 X 0 0 0 J Luther King Jr 0.50 0.00 X 0 0 0 W Clay Jones 0.50 0.00 X 0 0 0 Elizabeth Horwood 0.50 0.00 X 0 0 0 Helen Kleberg Groves 0.50 0.00 X 0 0 0 John E Dudley 0.50 0.00 X 0 0 0 Coney Burgess 0.50 0.00 X 0 0 0 John P Boswell 0.50 0.00 X 0 0 0 Missy Bonds 0.50 0.00 X 0 0 0 Roger F Welder 1.50 0.00 X X 0 0 0 J Malcolm Shelton IV 1.50 0.00 X X 0 0 0 Patricia D B McCall 1.50 0.00 X X 0 0 0 Kit Moncrief 1.50 0.00 X X 0 0 0 Patricia W Riley 17.00 18.00 X 125000 125000 6695 125000 125000 6695 1 false true false 0 32500 19008 237696 289204 MUSEUM ADMISSIONS 713990 15451 15451 15451 125297 125297 0 0 0 2444560 2505818 -61258 -61258 -61258 24600 19008 35427 -10827 -10827 0 0 SPONSORSHIP INCOME 900004 15000 15000 PARTNERSHIP INCOME 211110 -7230 -7319 89 OTHER INCOME 900099 6731 6731 14501 372368 15451 7681 60032 0 57750 57750 0 0 128348 12835 70591 44922 0 145349 37765 107584 0 3200 3200 16970 3155 11069 2746 0 0 12750 12750 0 0 33735 33735 0 5408 4799 609 24784 16142 7040 1602 310 310 0 6005 6005 0 0 140 140 0 0 0 3001 3001 MISCELLANEOUS 77 77 DUES & SUBSCRIPTIONS 2544 2544 MUSEUM MEMBERSHIP 3837 3837 MUSEUM EXHIBIT 5143 5143 0 449351 140900 255344 53107 18634 17777 599874 747982 506946 233673 3606 1131 0 0 0 781 781 1000 1000 15759 10209 5550 5550 5556201 6108743 0 0 0 0 6692592 7116637 2738 12208 8442 22895 37841 8442 X 760990 1261193 4718761 4672002 1175000 1175000 6654751 7108195 6692592 7116637 X -76983 523220 7207 X false true X true false X 615654 2415035 480291 405110 289204 4205294 0 0 615654 2415035 480291 405110 289204 4205294 2462354 1742940 69289 212 1340 111829 125297 307967 0 591 1316 39 6820 8766 4522027 399099 0.38540 0.80110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 5893761 46880 120790 214429 5847002 5888367 135882 68135 198623 5893761 5709726 163614 40549 25522 5888367 4604027 1340485 234786 5709726 244950 2911298 4604027 4604027 0.20100 0.79900 false false false 5550 5550 10209 10209 5550 938222 523220 42634 565854 372368 372368 484778 35427 35427 449351 449351 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $35427 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENT EXPENSES $35427 Book to Tax Adjustment $7207 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS.TEMPORARILLY RESTRICTED FUNDS ARE MAINTAINED TO SUPPORT THE BUILDING FUND AND PROGRAMS OF THE FOUNDATION. Part III, Line 1a Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o THE FOUNDATION HAS A SIGNIFICANT INVESTMENT IN MUSEUM COLLECTIONS. The collections include artifacts, publications and replicas which further the Foundation's mission to honor and document the study of livestock production. As these collections are considered treasures, a fair value is not readily determinable and therefore is not disclosed in the financial statements. All collections accumulated by the Foundation are governed by the Foundation's Collection Management Policy. These collections are held for public display and education rather than financial gain and are protected, cared for and preserved by the Foundation. Any expenditures or receipts related to purchases, sales or insurance recoveries of collection items are reported separately in the statement of activities in the period in which they occur. false TRAIL RIDE 26879 10379 16500 23889 GALA 16729 8629 8100 11538 43608 19008 24600 35427 35427 -10827 true 0 0 SCHOLARSHIPS - ANIMAL/AGRICULTURAL 12 25000 MARY & LEONARD STILES SCHOLARSHIP 1 5250 LARGE VET SCHOLARSHIPS 6 27500 Grantmaker's Description of How Grants are Used ALL SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE RECIPIENT'S UNIVERSITY. AFTER THE RECIPIENT'S FALL SEMESTER, THE INDIVIDUAL MUST SUBMIT A COPY OF THEIR TRANSCRIPT SHOWING THAT THEY HAVE MAINTAINED THEIR GPA AND THAT THEY ARE ENROLLED AS A FULL-TIME STUDENT FOR THE COMING SEMESTER IN ORDER TO RECEIVE THE SPRING SEMESTER'S SCHOLARSHIP AMOUNT. Additional Supplemental Information SCHEDULE I, PART IIIAGRICULTURAL SCHOLARSHIP CANDIDATES MUST BE ACCEPTED IN AN ACCREDITED UNIVERSITY IN TEXAS OR OKLAHOMA, PLAN TO PURSUE A DEGREE PROGRAM IN ANIMAL SCIENCE, PRE-VET, OR AGRIBUSINESS, BE A CITIZEN OF THE UNITED STATES OR BE BORN IN THE UNITED STATES, RESIDENT OF TEXAS OR OKLAHOMA, SPONSORED BY A MEMBER OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS' ASSOCIATION, HAVE A MINIMUM GPA OF 2.75, SUBMIT TWO LETTERS OF RECOMMENDATION FROM SOMEONE OTHER THAN RELATIVES, DEMONSTRATE FINANCIAL NEED AND HAVE A BACKGROUND THAT INCLUDES BEEF CATTLE PRODUCTIONS.THE MARY AND LEONARD STILES ENDOWED SCHOLARSHIP IS AWARDED TO A STUDENT FROM A FAMILY INVOLVED IN THE RANCHING OR FARMING INDUSTRY. THE SCHOLARSHIP IS A ONE YEAR AWARD FOR A GRADUATING HIGH SCHOOL SENIOR, BUT CAN BE RENEWED FOR UP TO THREE ADDITIONAL YEARS AS LONG AS THE CRITERIA FOR THE SCHOLARSHIP CONTINUE TO BE MET.LARGE VET SCHOLARSHIPS ARE AWARDED TO STUDENTS NEARING COMPLETION OF A DOCTOR OF VETERINARY MEDICINE PROGRAM AND WHO ARE PLANNING A CAREER IN LARGE ANIMAL PRACTICE. X X false false false false false false false false false false Patricia W Riley 125000 125000 3347 3348 128347 128348 J Luther King Jr INVESTMENT MANAGER 25129 ADVISORY FEES false BOARD MEMBER LUTHER KING IS AN OWNER OF LUTHER KING CAPITAL MANAGEMENT (LKCM). THE BOARD USES LUTHER KING CAPITAL MANAGEMENT TO MANAGE THE ASSETS OF THE ORGANIZATION. LUTHER KING ABSTAINS FROM ANY VOTES CONNECTED WITH INVESTMENT MATTERS AND RELINQUISHED HIS POSITION AS TREASURER PRIOR TO THE BOARD'S 2010 VOTE TO RETAIN LKCM TO HANDLE ITS INVESTMENT ACTIVITIES. THE AMOUNT OF FEES PAID BY THE ORGANIZATION TO LUTHER KING CAPITAL MANAGEMENT IN 2012 was $25,129. FORM 990 PART IX OFFICER AND STAFF COMPENSATION TEXAS AND SOUTHWESTERN CATTLE RAISERS' FOUNDATION (THE FOUNDATION) HAS NO EMPLOYEES. IT'S EXECUTIVE DIRECTOR, ASSOCIATE DIRECTOR AND TEMPORARY STAFF ARE PAID BY THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, A RELATED ORGANIZATION. THE FOUNDATION REIMBURSES THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR ITS' PORTION OF THE EXECUTIVE DIRECTOR'S SALARY, BENEFITS AND PAYROLL TAX EXPENSE, AND FOR ALL OF THE ASSOCIATE DIRECTOR'S AND THE TEMPORARY EMPLOYEES' SALARIES, BENEFITS AND ASSOCIATED PAYROLL TAX EXPENSES. UNDER THE COMMON PAYMASTER RULES, THE AMOUNT REIMBURSED TO THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR WORK PERFORMED FOR THE FOUNDATION IS REPORTED AS IF IT WAS PAID DIRECTLY BY THE FOUNDATION. THE FOUNDATION'S EDUCATION DIRECTOR IS PAID BY THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY (FWMSH), AN UNRELATED ORGANIZATION. THE FOUNDATION REIMBURSES FWMSH FOR THOSE COMPENSATION EXPENSES. THE REIMBURSED AMOUNTS ARE REPORTED ON PART IX OF FORM 990 AS COMPENSATION AND COMPENSATION RELATED EXPENSES IN ORDER TO ACCURATELY PRESENT THE EXPENSES OF THE FOUNDATION. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Book to Tax adjustment = $7207 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees AS PART OF THE BUDGETING PROCESS, THE EXECUTIVE DIRECTOR REVIEWS AND SUBMITS TO THE BOARD OF DIRECTORS ANY WAGE MODIFICATIONS FOR OTHER EMPLOYEES. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AFTER COMPARISON WITH THE SALARIES OF OTHER EXECUTIVE DIRECTORS FOR MUSEUMS IN FORT WORTH. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A POLICY REQUIRES OFFICERS AND TRUSTEES TO FILL OUT A DISCLOSURE ON AN ANNUAL BASIS THAT IS FIRST REVIEWED BY THE ASSOCIATE DIRECTOR, THEN THE EXECUTIVE DIRECTOR AND TREASURER AND THEN THE BOARD. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process THE FOUNDATION RECEIVES A COPY OF THE FORM 990 BEFORE IT IS FILED AND THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER. THE FOUNDATION HAS ESTABLISHED A FINANCE COMMITTEE CHARGED WITH REVIEW OF THE FORM 990 BEFORE IT IS FILED. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE TERM "MEMBER" OF THE CORPORATION IS NOT SYNONYMOUS WITH THE TERM "MEMBER" IN THE TEXAS BUSINESS ORGANIZATIONS CODE. THE MEMBERS OF THE ORGANIZATION ARE NON-VOTING. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et PATRICIA D B MCCALL, VICE PRESIDENT OF THE FOUNDATION, HAS A FAMILY RELATIONSHIP WITH JOHN P BOSWELL, TRUSTEE. NATIONAL COWGIRL MUSEUM & HALL OF FAME 1720 GENDY STREET FORT WORTH TX 76107 751486136 MUSEUM TX 501(C)(3) LINE 7 NA false false false false false false false false false false false true false false false true true false false false NATIONAL COWGIRL MUSEUM & HALL OF FAME p 119890 CASH PAID NATIONAL COWGIRL MUSEUM & HALL OF FAME o 134937 CASH PAID NATIONAL COWGIRL MUSEUM & HALL OF FAME k 6000 CASH PAID