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TERRELL AND PATSY SMALL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TERRELL AND PATSY SMALL FAMILY FOUNDATION (EIN 81-2579196)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349101974
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-11-15T09:51:58-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN815334664PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURGHER TAX SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12501 RIDGMAR PLZAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812579196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRELL AND PATSY SMALL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTERRBusinessNameControlTxt
Phone8176240820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 TERMINAL ROADAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRELL J SMALL IIIPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8176240820PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBEDFORD BURGHERPreparerPersonNm
PTINP00848805PTIN
Phone8173325256PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,567,758FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$70,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,075DividendsNetInvstIncmAmt
Total Rev And Expnss$70,075TotalRevAndExpnssAmt
Total Net Invst Incm$70,075TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,995AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$79OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,074TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,999ExcessRevenueOverExpensesAmt
Net Investment Income$70,075NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,849CashBOYAmt
Cash EOY$27,775CashEOYAmt
Cash EOYFMV$27,775CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,569,908SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,539,983SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,539,983SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,600,757TotalAssetsBOYAmt
Total Assets EOY$1,567,758TotalAssetsEOYAmt
Total Assets EOYFMV$1,567,758TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,600,757NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,567,758NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,600,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,567,758TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,600,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,567,758TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,600,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,999ExcessRevenueOverExpensesAmt
Subtotal$1,567,758SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,567,758TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$974InvestmentIncomeExciseTaxAmt
Subtotal$974SubtotalAmt
Tax Based On Investment Income$974TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$988TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY SMALLIndividualWithBooksNm
Phone8176240820PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 TERMINAL ROADAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TERRELL J SMALL III
501 TERMINAL ROADFORT WORTHTX76106PRESIDENT/TR000.00$0$0$0
STEPHEN R SMALL
501 TERMINAL ROADFORT WORTHTX76106VICE PRES/SE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,627,813AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,627,813TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,627,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,417CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,603,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,170MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,170MinimumInvestmentReturnAmt
Tax Based On Investment Income$974TaxBasedOnInvestmentIncomeAmt
Total Tax$974TotalTaxAmt
Distributable Before Adj$79,196DistributableBeforeAdjAmt
Distributable Before Ded$79,196DistributableBeforeDedAmt
Distributable As Adjusted$79,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,000ExpensesAndContributionsAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,196DistributableAsAdjustedAmt
Undistributed Income PY$64,863UndistributedIncomePYAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt
Applied To Year1$64,863AppliedToYear1Amt
Applied To Current Year$35,137AppliedToCurrentYearAmt
Undistributed Income CY$44,059UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ALZHEIMER'S ASSOCIATION
2630 W FREEWAY STE 100FORT WORTHTX76102DONATION$5,000
AMERICAN CANCER SOCIETY
PO BOX 149275AUSTINTX787149275DONATION$5,000
AMERICAN HEART ASSOCIATION
10900 B STONELAKE BLVDAUSTINTX78759DONATION$2,000STE 30
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006DONATION$5,000
AMON CARTER MUSEUM
3501 CAMP BOWIE BLVDFORT WORTHTX76107DONATION$3,000
AUXILARY TO THE SISTERS
7128 WHITE TAIL TRAILFORT WORTHTX76132DONATION$1,000OF ST MARY OF NAMUR
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741DONATION$500
BOTANICAL RESEARCH INSTITUTE OF TX
1700 UNIVERSITY DRFORT WORTHTX761073400DONATION$1,000
FORT WORTH BOTANIC GARDEN
3220 BOTANIC GARDEN BLVDFORT WORTHTX76107DONATION$2,000
FORT WORTH MUSEUM OF SCIENCE
1600 GENDY STFORT WORTHTX76107DONATION$3,000
FIRST LIBERTY INSTITUTE
2001 W PLANO PKWY 1600PLANOTX75075DONATION$10,000
GOODWILL INDUSTRIES OF FORT WORTH
PO BOX 15520FORT WORTHTX76119DONATION$3,000
HISTORIC FORT WORTH
1110 PENN STREETFORT WORTHTX76102DONATION$500
JAMES L WEST CENTER
1111 SUMMIT AVENUEFORT WORTHTX76102DONATION$3,000
JEWEL CHARITY
3301 HAMILTON AVE STE 121FORT WORTHTX76107DONATION$1,500
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107DONATION$3,000
LENA POPE HOME INC
3200 SANGUINET STFORT WORTHTX76107DONATION$5,000
MD ANDERSON CANCER CENTER
PO BOX 301439HOUSTONTX772301439DONATION$1,000
MODERN ART MUSEUM OF FORT WORTH
3200 DARNELL STFORT WORTHTX76107DONATION$3,000
MONCRIEF CANCER INSTITUTE
400 W MAGNOLIA AVE 2ND FLFORT WORTHTX76104DONATION$500
PROSTATE CANCER FOUNDATION
PO BOX 7015ALBERT LEAMN560078015DONATION$1,000
SHRINER'S HOSPITALS FOR CHILDREN
PO BOX 1525RANSONWV25438DONATION$1,000
ST JUDE'S CHILDREN'S RESEARCH HOSP
PO BOX 50MEMPHISTN381019929DONATION$1,000
ST ANDREWS ANGLICAN CHURCH
917 LAMAR STREETFORT WORTHTX76102DONATION$10,000
TARRANT AREA FOOD BANK
2600 CULLEN STFORT WORTHTX76107DONATION$5,000
THE CLIBURN
201 MAIN ST 100FORT WORTHTX76102DONATION$5,000
THE FORT WORTH ZOO
1989 COLONIAL PARKWAYFORT WORTHTX76110DONATION$3,000
THE SALVATION ARMY
1221 RIVER BEND DRDALLASTX75247DONATION$5,000
UNION GOSPEL MISSION
1321 E LANCASTER AVEFORT WORTHTX76102DONATION$1,000
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7458AUSTINTX787137458DONATION$2,000
UT SOUTHWESTERN MEDICAL CENTER
PO BOX 910888AUSTINTX753910888DONATION$5,000
WORLD LINK MINISTRIES
PO BOX 610607DALLASTX75261DONATION$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256DONATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,075ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$70,075ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,075TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,995Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSES$79