AMON G CARTER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349101746
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:33:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 Main Street Suite 2000 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756000331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amon G Carter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMARA DEAN | InCareOfNm |
| Business Name Control | AMON | BusinessNameControlTxt |
| Phone | 8173322783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Main Street Suite 1945 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761023114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA DEAN | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 8173322783 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMARA | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Noelle Alberto | PreparerPersonNm |
| PTIN | P01704142 | PTIN |
| Phone | 8173322301 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $859,449,159 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $125,590 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125,590 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,452,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,450,051 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $55,409 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $55,409 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,254 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $63,268,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,138,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,422,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,713,069 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,177,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $87,615,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,231,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $905,142 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $273,536 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $631,606 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,784 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,378 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,406 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $69,577 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,226 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,351 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,121 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,121 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $83,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,335 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,719,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,669,732 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,206 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,990,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,345,344 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $744,459 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $733,849 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $115,116 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $30,727 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,389 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $437,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $366,015 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,143,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,469,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,005,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,924,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,924,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,067,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,469,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,929,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,547,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,762,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,454,411 | CashBOYAmt |
| Cash EOY | $10,811,583 | CashEOYAmt |
| Cash EOYFMV | $10,811,583 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,133,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,566,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,566,584 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,061,879 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $755,299 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $508,987 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $210,915,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $226,790,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,065,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,221,564 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $504,393 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $375,178 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $31,063,481 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $22,657,739 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,138,193 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,405,742 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $40,081,757 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,000,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,000,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $123,860,212 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $151,457,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $287,750,413 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,841,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,627,297 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $226,211 | LandBOYAmt |
| Land EOY | $214,203 | LandEOYAmt |
| Land EOYFMV | $28,689 | LandEOYFMVAmt |
| Other Assets BOY | $59,718,865 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,933,784 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $260,967 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $464,730,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,439,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $859,449,159 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $431,155,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $431,149,185 | CapitalStockEOYAmt |
| Retained Earning BOY | $33,574,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,290,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,730,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,439,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $464,730,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,439,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,730,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,547,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,667,052 | OtherIncreasesAmt |
| Subtotal | $515,945,196 | SubtotalAmt |
| Other Decreases | $2,505,914 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $513,439,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM GAIN (LOSS) | P | 2020-12-31 | 2021-12-31 | $99,283,382 | $36,187,567 | $63,095,815 | $63,095,815 |
| SHORT TERM GAIN (LOSS) | P | 2021-01-01 | 2021-12-31 | $6,139,096 | $5,812,100 | $326,996 | $326,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,422,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,108,693 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,108,693 | SubtotalAmt |
| Tax Based On Investment Income | $1,108,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,180,709 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $385,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,565,709 | TotalPaymentsAndCreditsAmt |
| Overpayment | $457,016 | OverpaymentAmt |
| Applied To ES Tax | $457,016 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.agcf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMARA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173322783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN ST SUITE 1945 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Mark L Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | President | 5.0 | $0 | $0 | $0 |
| Robert W Brown M D | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Vice President | 5.0 | $0 | $0 | $0 |
| Sheila B Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Secretary | 5.0 | $0 | $0 | $0 |
| Kate Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Treasurer | 5.0 | $0 | $0 | $0 |
| Tamara H Dean | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Assistant Secretary/Treasurer | 45.0 | $209,200 | $44,444 | $0 |
| John H Robinson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $602,000 | $37,498 | $12,000 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fisher Investments | |||||
| 13100 Skyline Blvd | WOODSIDE | CA | 94062 | Investment Mgmnt | $1,647,515 |
| Conatser Construction TX | |||||
| 5327 Wichita St | FORT WORTH | TX | 76119 | Construction | $506,772 |
| LKCM | |||||
| 301 Commerce St Ste 1600 | FORT WORTH | TX | 76102 | Investment Mgmnt | $896,269 |
| Bank of America | |||||
| 301 Commerce Street | FORT WORTH | TX | 76102 | Oil & Gas Admin Fees | $312,761 |
| BNY Mellon | |||||
| BNY Mellon Center 500 Grant Street | PITTSBURGH | PA | 15258 | Custodian of Assets | $111,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $502,011,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,681,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $277,567,533 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $830,260,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $1,040,358 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $830,260,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,453,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $817,806,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,890,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,890,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,108,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,108,693 | TotalTaxAmt |
| Distributable Before Adj | $39,781,638 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,781,638 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,781,638 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,929,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $32,929,843 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,781,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,902,366 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $383,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,772,489 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,763,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,821,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,929,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $32,929,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,851,795 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,851,795 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,969,987 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,969,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,206,093 | ExcessFromYear3Amt |
| Excess From Year1 | $4,763,894 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mr John H Robinson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761011036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173322783 | RecipientPhoneNum |
| Form And Info And Materials | Initial approach letter, one copy of proposal | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY LOCAL GIVING TO SUPPORT BENEVOLENT, CHARITABLE, AND EDUCATIONAL UNDERTAKINGS, THE PURPOSE OF WHICH IS CHARITABLE, LITERACY OR EDUCATIONAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $31,924,126 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,924,126 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $9,030,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,030,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,590 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,418 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,450,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $55,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$154,129 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,422,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OIL AND GAS ROYALTIES | 15 | $13,158,964 | ||
| MISCELLANEOUS INCOME | 18 | $328 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | 18 | -$981,841 | 900099 | $2,535,618 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,383,907 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,231,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,615,219 | TotalIncomeProducingActyAmt |
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 | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (4 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| DOWNTOWN FORT WORTH | ||
| 1b(6) | $2,000 | PAYMENT OF MEMBERSHIP DUES |
| FT WORTH CHAMBER OF | ||
| 1b(6) | $3,163 | PAYMENT OF MEMBERSHIP DUES |
| TSCPA | ||
| 1b(6) | $90 | PAYMENT OF MEMBERSHIP DUES |
| AICPA | ||
| 1b(6) | $285 | PAYMENT OF MEMBERSHIP DUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $83,668 | Amt |
| Net Investment Income | $22,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,335 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,121 | LegalFeesAmt |
| Net Investment Income | $4,121 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $406,681 | $71,948 | $71,948 |
| PREPAID FEDERAL INCOME TAX | $631,370 | $181,022 | $181,022 |
| CLUB MEMBERSHIP | $5,000 | $5,000 | $5,000 |
| MISCELLANEOUS ASSET | $2,997 | $2,997 | $2,997 |
| AMON CARTER MUSEUM | $56,422,817 | $56,422,817 | |
| WATER GARDEN FILM | $250,000 | $250,000 | |
| DUE FROM AMON CARTER MUSEUM | $2,000,000 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTV SCIENCES BASIS ADJUSTMENT | Desc |
| Amt | $2,505,914 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $21,746 | $5,805 | $15,941 |
| INFORMATION TECHNOLOGY | $11,950 | $3,190 | $8,760 |
| INSURANCE | $25,824 | $6,893 | $18,931 |
| MISCELLANEOUS | $23,541 | $16,224 | $7,317 |
| NON-DEDUCTIBLE EXPENSES | $5,635 | ||
| MAINTENANCE | $7,723 | $2,826 | $4,897 |
| MEALS AND ENTERTAINMENT | $13,973 | $4,780 | $2,206 |
| SPECIAL FEES | $326,669 | $326,297 | $372 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $328 | $328 |
| Royalties | $13,158,964 | $13,158,964 |
| From pass-through activities (loss) | $1,553,777 | -$981,841 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEEMED DIVIDEND ALREADY REPORTED FOR TAX | Desc |
| Amt | $3,667,052 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADMINISTRATIVE EXPENSES | $36,159 | $36,159 | |
| INVESTMENT ADVISORY FEES | $2,655,524 | $2,655,524 | |
| COMPUTER CONSULTING | $296 | $217 | $79 |
| RETIREMENT PLAN CONSULTING | $18,866 | $13,830 | $5,036 |
| REAL ESTATE CONSULTING | $9,085 | $9,085 | |
| OTHER EXPENSE | $8 | $8 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | See Schedule 17 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION TAX | $492,014 | $492,014 |
| REAL ESTATE TAX | $60,518 | $60,518 |
| STATE TAXES | $1,010 | |
| AD VALOREM TAX | $792,812 | $792,812 |
| COMPENSATION EXCISE TAX | $33,852 | |
| FEDERAL EXCISE TAX | $1,159,734 | |
| FEDERAL INCOME TAX | $450,348 |