BULL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BULL FOUNDATION (EIN 27-1494865)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-15
IRS object ID: 201212289349100801
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-15T09:29:48-05:00	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	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	2011-01-01	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	2012-08-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROY M GONZALEZ	Name
Phone	3615925161	Phone
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	2614508	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	100542	DividendsRevAndExpnss
Total Revenue And Expenses	100542	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	825	AccountingFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss	825	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	825	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	99717	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	370967	CashBOY
Cash EOY	328958	CashEOY
Cash EOYFMV	254265	CashEOYFMV
Savings And Temp Cash Invst BOY	60600	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	60600	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	60840	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1941951	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1941951	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1864710	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	347971	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	347971	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	434693	InvestmentsCorpBondsEOYFMV
Total Assets BOY	2721489	TotalAssetsBOY
Total Assets EOY	2679480	TotalAssetsEOY
Total Assets EOYFMV	2614508	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	2721489	CapitalStockBOY
Capital Stock EOY	2679483	CapitalStockEOY
Retained Earnings EOY	-3	RetainedEarningsEOY
Total Net Assets BOY	2721489	TotalNetAssetsBOY
Total Net Assets EOY	2679480	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2721489	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2679480	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2721489	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	99717	ExcessOfRevenueOverExpenses
Subtotal	2821206	Subtotal
Other Decreases	141726	OtherDecreases
Total Net Assets Fund Balances EOY	2679480	TotalNetAssetsFundBalancesEOY

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
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	0	0	0
LINDA BULL
PO BOX 228	SARITA	TX	78385	DIRECTOR	2	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	KLEBERGKENEDY LIVESTOCK SHOW	Description1
Expenses1	47198	Expenses1
Description2	SOUTH TEXAS CHARITY QUAIL HUNT	Description2
Expenses2	17895	Expenses2
Description3	KING HIGH HISTORICAL FOUNDATION	Description3
Expenses3	12500	Expenses3
Description4	KLEBERGKENEDY COUNTY SCHOLARSHIP RIVIERA FIRE DEPARTMENT	Description4
Expenses4	10000	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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SOUTH TEXAS CHARITY QUAIL HUNT
MSC 218 700 UNIVERSITY BLVD	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$17,895
AMERICAN HEART ASSOCIATION
500 N SHORELINE BLVD	CORPUS CHRISTI	TX	78401	NONE	501 C	EDUCATIONAL	$280
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648	KINGSVILLE	TX	78364	NONE	501 C	EDUCATIONALCHARITABLE	$47,198
UNITED STATES TREASURY
1500 PENNSYLVANIA NW	WASHINGTON	DC	20220	NONE	501 C	GOVERNMENTALEDUCATIONAL	$850
NAVY LEAGUE
341 BRENDA LANE	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$5,000
BADGER BASEBALL CLUB
HWY 77	BISHOP	TX	78343	NONE	501 C	EDCUATIONALCHARITABLE	$1,000
KING HIGH HISTORICAL FOUNDATIO
100 EAST KLEBERG	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$12,500
KLEBERG-KENEDY COUNTY SCHOLARS
PO BOX 648	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONALCHARITABLE	$10,000
RIVIERA FIRE DEPARTMENT
PO BOX 367	RIVIERA	TX	78379	NONE	501 C	CHARITABLE	$10,000
FOOD BANK OF CORPUS CHRISTI
PO BOX 295	CORPUS CHRISTI	TX	78403	NONE	501 C	CHARITABLE	$7,000
HALO FLIGHT INC
1843 FM 665	CORPUS CHRISTI	TX	78415	NONE	501 C	CHARITABLE	$5,000
SANTA GERTRUDIS FOUNDATION
PO BOX 1257	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$5,000
RIVIERA CEMETERY ASSOCIATION
PO BOX 326	RIVIERA	TX	78379	NONE	501 C	CHARITABLE	$5,000
CHURCH OF CHRIST
SOUTH 11TH STREET	KINGSVILLE	TX	78363	NONE	501 C	RELIGIOUSCHARITABLEEDUCATIONAL	$5,000
TEXAS AandM UNIVERSITY KINGSVI
955 UNIVERSITY BLVD	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$3,000
COMMNUNITIES IN SCHOOLS
400 E SANTA GERTRUDIS	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONAL	$1,000
NATIONAL FFA FOUNDATION
PO BOX 1113	KINGSVILLE	TX	78363	NONE	501 C	EDUCATIONALCHARITABLE	$1,000
BRUSH COUNTY CASA
635 E KING AVENUE	KINGSVILLE	TX	78363	NONE	501 C	CHARITABLE	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	141723	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Field	Value	IRS element (for citing)
Description	INVESTING ACTIVITIES	Description
Exclusion Code	03	ExclusionCode

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 (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES ON DIVIDENDS	$0	0	0	0
ACCOUNTING FEES	$825	0	0	0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
EDWARD JONES...STOCKS	226154	256130
EDWARD JONES	121817	178563

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	1864710	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
CONTRIBUTIONS DISBURSED TO 501C-3	$141,723
ROUNDING	$3

BULL FOUNDATION: Form 990PF, tax year 2011

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

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 (18 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Comments