BYRON NELSON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BYRON NELSON FOUNDATION (EIN 75-2806927)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101349
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T16:27:11-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750786316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | 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 | 752806927 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BYRON NELSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BYRO | NameControl |
| Phone | 9724486953 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 778 ELEVEN STRAIGHT LANE | AddressLine1 |
| City | ROANOKE | City |
| State | TX | State |
| ZIP Code | 76262 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY NELSON | Name |
| Title | PRESIDENT | Title |
| Phone | 9724486953 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON M BRADLEY | Name |
| PTIN | P01246313 | PTIN |
| Phone | 9724901970 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2182084 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1952500 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10226 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10204 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 5472 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 5472 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 5472 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 12221 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 64416 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12221 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -20 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1980399 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27897 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 77 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 77 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10077 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1970322 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27897 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Cash EOY | 806206 | CashEOY |
| Cash EOYFMV | 806206 | CashEOYFMV |
| Other Notes And Loans Receivable | 5472 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 5472 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 5472 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 102860 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1031696 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1061978 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 75432 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 305318 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 308428 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 178293 | TotalAssetsBOY |
| Total Assets EOY | 2148692 | TotalAssetsEOY |
| Total Assets EOYFMV | 2182084 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 77 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 178293 | RetainedEarningsBOY |
| Retained Earnings EOY | 2148615 | RetainedEarningsEOY |
| Total Net Assets BOY | 178293 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2148615 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 178293 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2148692 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 178293 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1970322 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2148615 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2148615 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 120.319 SHS FIDELITY INTL DISCOVERY | P | 2012-09-17 | 3912 | 4046 | -134 | -134 |
| 1,355.028 SHS FIDELITY TOTAL BOND | P | 30700 | 28185 | 2515 | 2515 | |
| 440.951 SHS SPARTAN 500 INDEX | P | 2012-09-17 | 23000 | 19835 | 3165 | 3165 |
| FROM K-1 - ALLCAP GROWTH INVESTMENT TRUST | P | 2012-12-31 | 242 | 242 | 242 | |
| FROM K-1 - ALLCAP GROWTH INVESTMENT TRUST | P | 2012-12-31 | 1540 | 1540 | 1540 | |
| FROM K-1 - ALLCAP VALUE INVESTMENT TRUST | P | 2012-12-31 | 952 | 952 | 952 | |
| FROM K-1 - ALLCAP VALUE INVESTMENT TRUST | P | 2012-12-31 | 820 | 820 | 820 | |
| FROM K-1 - EMERGING MARKETS FUND | P | 2012-12-31 | 49 | -49 | -49 | |
| FROM K-1 - GLOBAL EQUITY FUND | P | 2012-12-31 | 206 | 206 | 206 | |
| FROM K-1 - GLOBAL EQUITY FUND | P | 2012-12-31 | 144 | 144 | 144 | |
| FROM K-1 - HIGH YIELD BOND INVESTMENT TRUST | P | 2012-12-31 | 22 | 22 | 22 | |
| FROM K-1 - HIGH YIELD BOND INVESTMENT TRUST | P | 2012-12-31 | 56 | 56 | 56 | |
| FROM K-1 - INCOME OPPORTUNITY FUND | P | 2012-12-31 | 10 | 10 | 10 | |
| FROM K-1 - INCOME OPPORTUNITY FUND | P | 2012-12-31 | 432 | 432 | 432 | |
| FROM K-1 - INTERMEDIATE BOND FUND | P | 2012-12-31 | 6 | -6 | -6 | |
| FROM K-1 - REIT INVESTMENT FUND | P | 2012-12-31 | 55 | -55 | -55 | |
| FROM K-1 - REIT INVESTMENT FUND | P | 2012-12-31 | 226 | 226 | 226 | |
| FROM K-1 - SHORT DURATION HIGH-YIELD BOND | P | 2012-12-31 | 19 | -19 | -19 | |
| FROM K-1 - SHORT DURATION HIGH-YIELD BOND | P | 2012-12-31 | 3 | 3 | 3 | |
| CAPITAL GAINS DIVIDENDS | P | 2151 | 2151 | 2151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12221 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8198 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 187162 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043802 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7437 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 172245 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043177 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7341 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 150778 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048687 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 157472 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.038102 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9934 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 184464 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053853 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.227621 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045524 | AverageDistributionRatio |
| Net Noncharitable Assets | 757849 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34500 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 279 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34779 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 558 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 558 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 558 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 559 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JON M BRADLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9724486953 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| PEGGY NELSON | ||||||||
| 778 ELEVEN STRAIGHT LANE | ROANOKE | TX | 76262 | PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| JON M BRADLEY | ||||||||
| 12221 MERIT DRIVE SUITE 1400 | DALLAS | TX | 75251 | SECY/TREASURER/DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHARLES P SUMMERALL | ||||||||
| 6710 CLIFFBROOK | DALLAS | TX | 75252 | DIRECTOR | 0.00 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 326470 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 440184 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2736 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 769390 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 769390 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11541 | CashDeemedCharitable |
| Net Noncharitable Assets | 757849 | NetNoncharitableAssets |
| Minimum Investment Return | 37892 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37892 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 558 | TaxBasedOnInvestmentIncome |
| Total Tax | 558 | TotalTax |
| Distributable Amount Before Adj | 37334 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37334 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37334 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37334 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9192 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10000 | QualifyingDistributions |
| Applied To Year1 | 9192 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 808 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 36526 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABILENE CHRISTIAN UNIVERSITY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ACU BOX 29132 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 796999132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | PROGRAM SUPPORT | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,226 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $5,472 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,221 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FROM K-1 - GLOBAL EQUITY FUND | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$20 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,899 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27899 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | ESTATE OF BYRON NELSON | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1952500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIDELITY TOTAL BOND | 51526 | 55042 |
| HIGH YIELD BOND INVESTMENT TRUST | 38374 | 38659 |
| INTERMEDIATE BOND FUND | 165076 | 164316 |
| SHORT DURATION HIGH-YIELD BOND | 50342 | 50411 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPARTAN 500 INDEX FUND | 44047 | 49362 |
| FIDELITY INTL DISCOVERY | 0 | 0 |
| SPARTAN EXT MKT INDEX FUND | 37994 | 40653 |
| ALLCAP GROWTH EQUITY INVESTMENT TRUST | 139468 | 142621 |
| ALLCAP VALUE EQUITY INVESTMENT TRUST | 253577 | 259021 |
| EMERGING MARKETS FUND | 75477 | 78865 |
| GLOBAL EQUITY FUND | 200732 | 208394 |
| INCOME OPPORTUNITY FUND | 204304 | 204678 |
| REIT INVESTMENT FUND | 76097 | 78384 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FROM K-1 - GLOBAL EQUITY FUND | Description |
| Revenue And Expenses Per Books | -20 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -20 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAXES PAYABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 77 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $77 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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