JANE BOSART FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JANE BOSART FOUNDATION (EIN 20-5804177)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201203189349101055
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T12:38:22-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRON A PARKER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH CENTER STREET | AddressLine1 |
| City | FORNEY | City |
| State | TX | State |
| ZIP Code | 75126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205804177 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BOSART FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JANE | NameControl |
| Phone | 2143439119 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 FERNDALE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75235 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KENNY | Name |
| Title | PRESIDENT | Title |
| Phone | 2143439119 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BYRON A PARKER CPA | Name |
| Phone | 9725640247 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 414910 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 25000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 5899 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5899 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30899 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5899 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 450 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 450 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 450 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 450 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 28100 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 28100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2799 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5899 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 245885 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47055 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47055 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 148234 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 349863 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 367855 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 394119 | TotalAssetsBOY |
| Total Assets EOY | 396918 | TotalAssetsEOY |
| Total Assets EOYFMV | 414910 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 394119 | RetainedEarningsBOY |
| Retained Earnings EOY | 396918 | RetainedEarningsEOY |
| Total Net Assets BOY | 394119 | TotalNetAssetsBOY |
| Total Net Assets EOY | 396918 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 394119 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 396918 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 394119 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2799 | ExcessOfRevenueOverExpenses |
| Subtotal | 396918 | Subtotal |
| Total Net Assets Fund Balances EOY | 396918 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 22302 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 254937 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087480 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12411 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 212913 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058291 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6225 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 98503 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063196 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 27744 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.208967 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052242 | AverageDistributionRatio |
| Net Noncharitable Assets | 453943 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23715 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 59 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23774 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 28100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 59 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 59 | Subtotal |
| Tax Based On Investment Income | 59 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 83 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 83 | TotalCreditsAndPayments |
| Original Return Overpayment | -83 | OriginalReturnOverpayment |
| Overpayment | 24 | Overpayment |
| Amount Credited To Next Year | 24 | 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 |
| 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 Person Name | CRAIG KINNEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2143439119 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 FERNDALE SUITE 204 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75238 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| H CRAIG KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DR CHERYL KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JANE IE KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JANE B KINNEY | ||||||||
| 2960 WASHINGTON STREET | COLUMBUS | IN | 47201 | DIRECTOR | 0.25 | 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 | 407718 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53138 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 460856 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 460856 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6913 | CashDeemedCharitable |
| Net Noncharitable Assets | 453943 | NetNoncharitableAssets |
| Minimum Investment Return | 22697 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22697 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 59 | TaxBasedOnInvestmentIncome |
| Total Tax | 59 | TotalTax |
| Distributable Amount Before Adj | 22638 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 22638 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 22638 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 28100 | ExpensesAndContributions |
| Qualifying Distributions | 28100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 59 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 28041 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22638 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 1312 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1793 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9851 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 12956 | TotalExcessDistriCarryover |
| Qualifying Distributions | 28100 | QualifyingDistributions |
| Applied To Current Year | 22638 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5462 | RemainingDistriFromCorpus |
| Total Corpus | 18418 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 18418 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 1312 | ExcessFromYear3 |
| Excess From Year2 | 1793 | ExcessFromYear2 |
| Excess From Year1 | 9851 | ExcessFromYear1 |
| Excess From Current Year | 5462 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH (STEWPOT) | ||||||
| 1820 YOUNG STREET | DALLAS | TX | 75201 | PUBLICCHARITY | GENERAL SUPPORT | $25,000 |
| PEAK PREPARATORY | ||||||
| 4600 BRYAN STREET | DALLAS | TX | 75204 | PUBLICCHARITY | GENERAL SUPPORT | $2,000 |
| JANE AUSTIN SOCIETY | ||||||
| 17 EGOETHE | CHICAGO | IL | 60610 | PUBLICCHARITY | ESSAY BOOKLETS | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27650 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,899 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,899 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5899 | 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 Individual | CRAIG KINNEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5214 PALOMAR LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 25000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BYRON A. PARKER PREPARE 990-PF | Category |
| Amount | $450 | Amount |
| Disbursements Charitable Prps | 450 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4700 SHS ORACLE CORP | 87037 | 120555 |
| 500 SHS IBM | 61197 | 91940 |
| 2000 SHS HEWLETT-PACKARD CO | 90025 | 51520 |
| 4000 SHS MICROSOFT CORP | 111604 | 103840 |