CLEMENTS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENTS FOUNDATION (EIN 75-6065076)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-26
- IRS object ID
- 201221789349100202
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-26T11:06:30-05:00 | 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 | WILLIAM H SEARIGHT ATTORNEY AT LAW | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8117 PRESTON RD SUITE 300 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752256347 | 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 | 756065076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMENTS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLEM | NameControl |
| Phone | 2147200337 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 NORTH AKARD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULINE S NEUHOFF | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2147200337 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WH SEARIGHT | Name |
| Phone | 2147069377 | Phone |
| Date Prepared | 2012-06-25 | 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 | 17092832 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2032044 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 43529 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43529 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 362232 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 362232 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 12194 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 12194 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 12194 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 354659 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 354659 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 354659 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 700 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 700 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 2805358 | TotalRevenueAndExpenses |
| Total Net Investment Income | 772614 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 700 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 7046 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 5500 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 70506 | TaxesRevAndExpnss |
| Occupancy Rev And Expnss | 22598 | OccupancyRevAndExpnss |
| Other Expenses Rev And Expnss | 512 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 106162 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 193700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 193700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 299862 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 193700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2505496 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 772614 | NetInvestmentIncome |
| Adjusted Net Income | 700 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 648577 | CashBOY |
| Cash EOY | 361607 | CashEOY |
| Cash EOYFMV | 361607 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2372973 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3578735 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3578735 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2516 | AccountsReceivable |
| Accounts Receivable BOY | 2516 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2516 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2516 | AccountsReceivableEOYFMV |
| Other Notes And Loans Receivable | 378015 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 1179089 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 378015 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 378015 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 2158812 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2158812 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11643183 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 390012 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment EOY | 390012 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1016022 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 112754 | OtherAssetsBOY |
| Other Assets EOY | 112754 | OtherAssetsEOY |
| Other Assets EOYFMV | 112754 | OtherAssetsEOYFMV |
| Total Assets BOY | 6474721 | TotalAssetsBOY |
| Total Assets EOY | 6982451 | TotalAssetsEOY |
| Total Assets EOYFMV | 17092832 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 366119 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 366119 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2830634 | CapitalStockBOY |
| Capital Stock EOY | 2830634 | CapitalStockEOY |
| Retained Earnings BOY | 3277968 | RetainedEarningsBOY |
| Retained Earnings EOY | 5167841 | RetainedEarningsEOY |
| Total Net Assets BOY | 6108602 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7998475 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6474721 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7998475 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6108602 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2505496 | ExcessOfRevenueOverExpenses |
| Other Increases | 10387 | OtherIncreases |
| Subtotal | 8624485 | Subtotal |
| Other Decreases | 626010 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7998475 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 354659 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 147365 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12223663 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.012056 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1183319 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11186349 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.105782 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 271850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12811690 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.021219 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1196488 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12897129 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.092772 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 741427 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11509978 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064416 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.296245 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059249 | AverageDistributionRatio |
| Net Noncharitable Assets | 15386398 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 911629 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7726 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 919355 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 193700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15452 | InvestmentIncomeExciseTax |
| Subtotal | 15452 | Subtotal |
| Tax Based On Investment Income | 15452 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9800 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 13652 | TaxPaidWithExtension |
| Total Credits And Payments | 23452 | TotalCreditsAndPayments |
| Overpayment | 8000 | Overpayment |
| Amount Credited To Next Year | 8000 | 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 |
| 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 | NA | WebsiteAddress |
| Books In Care Of Person Name | SUZANNE CUNNINGHAM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2147200337 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 NORTH AKARD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PAULINE S NEUHOFF | ||||||||
| 1901 NORTH AKARD | DALLAS | TX | 75201 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| NANCY CLEMENTS SEAY | ||||||||
| 1901 NORTH AKARD | DALLAS | TX | 75201 | VICE PRESIDE | 0.00 | 0 | 0 | 0 |
| MARGARET NAPIER | ||||||||
| 1901 NORTH AKARD | DALLAS | TX | 75201 | SECRETARY | 0.00 | 0 | 0 | 0 |
| GEORGE E SEAY III | ||||||||
| 1901 NORTH AKARD | DALLAS | TX | 75201 | TREASURER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11110451 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3381482 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1128776 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15620709 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 15620709 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 234311 | CashDeemedCharitable |
| Net Noncharitable Assets | 15386398 | NetNoncharitableAssets |
| Minimum Investment Return | 769320 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 769320 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15452 | TaxBasedOnInvestmentIncome |
| Total Tax | 15452 | TotalTax |
| Distributable Amount Before Adj | 753868 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 753868 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 753868 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 193700 | ExpensesAndContributions |
| Qualifying Distributions | 193700 | QualifyingDistributions |
| Adj Qualifying Distributions | 193700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 753868 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 133088 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 133088 | TotalExcessDistriCarryover |
| Qualifying Distributions | 193700 | QualifyingDistributions |
| Applied To Current Year | 193700 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 133088 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 133088 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 427080 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUZANNE CUNNINGHAM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 AKARD STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2145493175 | RecipientPhoneNumber |
| Form And Info And Materials | IT IS THE INTENT OF THE FOUNDATION BOARD (THE BOARD) TO RECEIVE APPLICATIONS FROM THOSE PERSONS DESIRING TO PURSUE A COURSE OF STUDY INVOLVING THE HISTORY OF THE STATE OF TEXAS, THE GREATER SOUTHWEST, AND RELATED MATTERS OF HISTORICAL VALUE. IT IS THE INTENT OF THE BOARD TO WORK CLOSELY WITH THE FACULTY WITHIN THE HISTORY DEPARTMENT OF SOUTHERN METHODIST UNIVERSITY, LOCATED IN DALLAS, TEXAS AND OTHER TEXAS UNIVERSITIES. THUS, APPLICANTS RECOMMENDED BY SUCH FACULTY WILL BE GIVEN PRIORITY BY THE BOARD. THE BOARD WOULD EXPECT FROM ANY APPLICANT CERTAIN INFORMATION, INCLUDING BUT NOT LIMITED TO: A DETAILED WRITTEN STATEMENT OUTLINING THE COURSE OF STUDY THE APPLICANT WISHES TO PURSUE; PRIOR PUBLICATIONS OF THE APPLICANT (IF ANY); GRADE REPORTS AND/OR APTITUDE SCORES; FINANCIAL NEED. AS OF DECEMBER 31, 2011, NO DESIGNATED GRANTS HAVE BEEN CONTEMPLATED OR APPROVED BY THE FOUNDATION BOARD. IN ADDITION, DURING 2011, THE FOUNDATION BOARD APPROVED NONSOLICITED CONTRIBUTIONS TO PUBLIC CHARITIES. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF THE GOVERNOR | ||||||||
| PO BOX 2447 | AUSTIN | TX | 78768 | 501(C)(3) | GENERAL FUND | $1,250 | ||
| BATTLESHIP TEXAS FOUNDATION | ||||||||
| 908 TOWN COUNTRY BLVD | HOUSTON | TX | 77024 | 501(C)(3) | GENERAL FUND | $500 | STE 120 | |
| FORT WORTH MUSEUM | ||||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | 501(C)(3) | GENERAL FUND | $500 | ||
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST | GRAND RAPIDS | MI | 49504 | 501(C)(3) | GENERAL FUND | $500 | ||
| BOB BULLOCK TEXAS STATE HISTORY | ||||||||
| PO BOX 12874 | AUSTIN | TX | 78711 | 501(C)(3) | GENERAL FUND | $500 | MUSEUM | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | 501(C)(3) | GENERAL FUND | $200 | ||
| SAR FOUNDATION | ||||||||
| 1000 S 4TH STREET | LOUISVILLE | KY | 40203 | 501(C)(3) | GENERAL FUND | $250 | ||
| WEST DALLAS COMMUNITY SCHOOL | ||||||||
| 2300 CANADA DRIVE | DALLAS | TX | 75212 | 501(C)(3) | GENERAL FUND | $5,000 | ||
| MUSEUM OF NATURE AND SCIENCE | ||||||||
| PO BOX 151469 | DALLAS | TX | 75315 | 501(C)(3) | GENERAL FUND | $30,000 | ||
| TEXAS DEPT OF PUBLIC SAFETY FDN | ||||||||
| 3521 NORTH RIDGE DR | WACO | TX | 76710 | 501(C)(3) | GENERAL FUND | $40,000 | ||
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| PO BOX 281 | DALLAS | TX | 75275 | 501(C)(3) | SMU IN TAOS SCHOLARSHIP | $40,000 | ||
| HIGHLAND PARK EDUCATION | ||||||||
| 4201 GRASSMERE | DALLAS | TX | 75205 | 501(C)(3) | GENERAL FUND | $40,000 | FOUNDATION | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| PO BOX 281 | DALLAS | TX | 75275 | 501(C)(3) | FORT BURGWIN MAINTENANCE FUND | $35,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 193700 | 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 | $43,529 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $362,232 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12194 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $354,659 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC - WRITE OFF UNCLEARED CH | Description |
| Exclusion Code | 19 | ExclusionCode |
| Exclusion | $700 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $761,120 | ExclusionAmount |
| Related Or Exempt Function Income | 12194 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 773314 | 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 (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | B GILL CLEMENTS FOUNDATION | 1901 N AKARD ST | DALLAS | TX | 75201 | 145146 | X |
| 7 | PAULINE AUSTIN NEUHOFF FOUNDATION | 4005 GLENWICK DRIVE | DALLAS | TX | 75205 | 145146 | X |
| 2 | NEW COVENANT FOUNDATION | 1901 N AKARD ST | DALLAS | TX | 75201 | 145146 | X |
| 3 | CATHERINE ELIZABETH CLEMENTS | 1190 EAST KENYON | ENGLEWOOD | CO | 80113 | 145146 | X |
| 4 | BILL AND GIGI CLEMENTS FOUNDATION | 404 HAMVASY LANE | TYLER | TX | 75701 | 145146 | X |
| 5 | MARGARET GILL CLEMENTS NAPIER | 1901 N AKARD ST | DALLAS | TX | 75201 | 145146 | X |
| 6 | GEORGE E SEAY III FOUNDATION | 325 NORTH ST PAUL STE 3500 | DALLAS | TX | 75201 | 145146 | X |
Noncash Property NoncashProperty (7 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 7 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 2 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 3 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 4 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 5 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
| 6 | 1/14TH INT IN 1901 N. AKARD | 145146 | 2011-01-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $5,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| PAULINE S NEUHOFF |
| NANCY CLEMENTS SEAY |
| MARGARET NAPIER |
| GEORGE E SEAY III |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 2158812 | EOYBookValue |
| EOYFMV | 11643183 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLDG - 1901 N, AKARD | CategoryOrItem |
| Cost Or Other Basis | 390012 | CostOrOtherBasis |
| Book Value | 390012 | BookValue |
| EOYFMV | 1016022 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $7,046 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOKS | Description |
| BOY Book Value | 112754 | BOYBookValue |
| EOY Book Value | 112754 | EOYBookValue |
| EOYFMV | 112754 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFF IN FMV OF BLDG CONTRIBUTION AND TAX BASIS | Description |
| Amount | $626,010 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | 512 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC - WRITE OFF UNCLEARED CH | Description |
| Revenue And Expenses Per Books | 700 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 700 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AJES TO CORRECT OPENING BALANCES | Description |
| Amount | $10,387 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED REVENUE FROM INSTALLMENT SA | Description |
| BOY Book Value | 366119 | BOYBookValue |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort (2 entries)
| Balance DueBalanceDue |
|---|
| SMU UNIVERSITY (BLDG) |
| 379089 |
| MITCHELL REESE LAND PRTNRS NOTE |
| 800000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| PROPERTY TAXES | $57,509 |
| INCOME TAXES | $12,997 |
Comments