THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2022
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- Organization
- THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202341299349105254
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T17:18:18-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731601859 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WYMER BROWNLEE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13900 N PORTLAND STE 210 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAT O'NEAL EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATO | BusinessNameControlTxt |
| Phone | 8176258246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA J O'NEAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8176258246 | PhoneNum |
| Signature | 2023-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA J | PersonFirstNm |
| Person Last | ONEAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE ROTHAUS | PreparerPersonNm |
| PTIN | P00156964 | PTIN |
| Phone | 4057484000 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $150,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $41 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $41 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,657 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $73,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $73,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,298 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,657 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA J O'NEAL | IndividualWithBooksNm |
| Phone | 8176258246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761071479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA J O'NEAL | ||||||||
| 675 N HENDERSON ST | FORT WORTH | TX | 76107 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID DIMENT | ||||||||
| 4107 SPRING MOUNTAIN DR | FORT SMITH | AR | 72916 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHY BLACKWELL | ||||||||
| 675 N HENDERSON ST | FORT WORTH | TX | 76107 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,429 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $62,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,075 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $3,075 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,075 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,298 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $198,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,075 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $161,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,183 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $782,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,298 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $195,223 | RemainingDistriFromCorpusAmt |
| Total Corpus | $977,444 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $161,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $816,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,698 | ExcessFromYear4Amt |
| Excess From Year3 | $125,183 | ExcessFromYear3Amt |
| Excess From Year2 | $114,685 | ExcessFromYear2Amt |
| Excess From Year1 | $181,401 | ExcessFromYear1Amt |
| Excess From Current Year | $195,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA J O'NEAL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA J O'NEAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761071479 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8176258246 | RecipientPhoneNum |
| Form And Info And Materials | SEE COPY OF ATTACHED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY TO STUDENTS GRADUATING FROM HIGH SCHOOLS IN THE FORT WORTH, TX AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARIA CASTILLO | |||||||
| 101 CR 1935 | LOMETA | TX | 76853 | NONE | NC | SCHOLARSHIP | $10,823 |
| MCKENNA FOSTER | |||||||
| 3211 18TH ST BOX 41141 | LUBBOCK | TX | 79409 | NONE | NC | SCHOLARSHIP | $16,556 |
| ALYSSA ROWAN | |||||||
| 691 UPPER TURTLE CREEK RD | KERRVILLE | TX | 78028 | NONE | NC | SCHOLARSHIP | $24,513 |
| ALEJANDRO ORTIZ | |||||||
| 3401 N CALHOUN ST | FORT WORTH | TX | 76106 | NONE | NC | SCHOLARSHIP | $7,025 |
| JENNIFER ESTALA | |||||||
| 2311 MCKINLEY AVE | FORT WORTH | TX | 76164 | NONE | NC | SCHOLARSHIP | $13,578 |
| VALERIE STICKLER | |||||||
| 12100 CIMAIZON DR | AUSTIN | TX | 78725 | NONE | NC | SCHOLARSHIP | $26,146 |
| KATY FORSYTHE | |||||||
| 133 MEGAN COURT | HUDSON OAKS | TX | 76087 | SCHOLARSHIP | $21,835 | ||
| KARINA E MORALES | |||||||
| 5733 MACDOUGALL DR | HALTOM CITY | TX | 76148 | NONE | NC | SCHOLARSHIP | $26,610 |
| JOHNNY SMITH-RIDER | |||||||
| 6512 LEVITT DR | WATAUGA | TX | 76148 | NONE | NC | SCHOLARSHIP | $20,428 |
| JACE WASHINGTON | |||||||
| 4808 LAMOND CT | HALTOM CITY | TX | 76117 | SCHOLARSHIP | $20,282 | ||
| ENRIQUE MARTINEZ | |||||||
| 1809 KENT DR | ARLINGTON | TX | 76010 | SCOLARSHIP | $1,000 | ||
| DRAKE VILLA | |||||||
| 7209 MESSILLA LN | FORT WORTH | TX | 76131 | SCHOLARSHIP | $8,311 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,107 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATRICIA J O'NEAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990 PREPARATION | CategoryTxt |
| Amt | $1,150 | Amt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $41 | $41 |