AMON G CARTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349107056
- Schema version
- 2020v4.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:50:35-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | Kevin Ensminger | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8173322301 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $707,780,874 | 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 | $375,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $375,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,733,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,732,400 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $39,949 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $39,949 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$21,666 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $38,281,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,729,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,919,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,126,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,100,146 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,557,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,167,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,020,570 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,377,417 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $643,153 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,234 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,623 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,611 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $99,785 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,582 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,203 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,012 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39,644 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,368 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,632 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $67,365 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,267 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,019,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,973,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,693 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,217,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,299,158 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $923,285 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $914,017 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $125,110 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $84,592 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,518 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $435,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $387,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,047,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,190,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $912,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,550,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,550,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,598,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,190,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,463,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,958,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,976,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,513,060 | CashBOYAmt |
| Cash EOY | $4,454,411 | CashEOYAmt |
| Cash EOYFMV | $4,454,411 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,888,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,133,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,133,812 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,673,028 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,061,879 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $808,055 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $183,588,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $210,915,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $392,964,575 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,582,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,221,564 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,955,399 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $31,063,481 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $21,925,288 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $17,906,043 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,138,193 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $32,961,516 | 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 | $133,283,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,860,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $218,428,369 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,841,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,615,289 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $240,689 | LandBOYAmt |
| Land EOY | $226,211 | LandEOYAmt |
| Land EOYFMV | $28,689 | LandEOYFMVAmt |
| Other Assets BOY | $59,864,976 | OtherAssetsBOYAmt |
| Other Assets EOY | $59,718,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,046,048 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $456,539,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,730,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $707,780,874 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $101,270 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $101,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $431,130,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $431,155,957 | CapitalStockEOYAmt |
| Retained Earning BOY | $25,307,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,574,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $456,438,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,730,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $456,539,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,730,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $456,438,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,958,925 | ExcessRevenueOverExpensesAmt |
| Subtotal | $468,397,257 | SubtotalAmt |
| Other Decreases | $3,667,052 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $464,730,205 | 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 | P | 2019-12-31 | 2020-12-31 | $80,439,676 | $42,589,890 | $37,849,786 | $37,849,786 |
| SHORT TERM GAIN | P | 2020-01-01 | 2020-12-31 | $1,289,934 | $1,219,905 | $70,029 | $70,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,919,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652,972 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $652,972 | SubtotalAmt |
| Tax Based On Investment Income | $652,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,008,681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,408,681 | TotalPaymentsAndCreditsAmt |
| Overpayment | $755,709 | OverpaymentAmt |
| Applied To ES Tax | $755,709 | 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 | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | $164,000 | $49,979 | $0 |
| W Patrick Harris | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $1,170,200 | $34,030 | $0 |
| John H Robinson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $522,600 | $67,761 | $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 | $1,088,196 |
| Conatser Construction TX | |||||
| 5327 Wichita St | FORT WORTH | TX | 76119 | Construction | $2,611,048 |
| LKCM | |||||
| 301 Commerce St Ste 1600 | FORT WORTH | TX | 76102 | Investment Mgmnt | $758,406 |
| UST Trust | |||||
| 301 Commerce Street | FORT WORTH | TX | 76102 | oil & gas admin fees | $298,363 |
| ROB RINER COMPANIES GP LLC | |||||
| 1029 W ENON AVE | FORT WORTH | TX | 76140 | REAL ESTATE MGMNT | $648,783 |
| 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 | $383,118,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,217,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,270,001 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $636,606,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $958,255 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $636,606,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,549,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $627,057,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,352,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,352,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652,972 | TotalTaxAmt |
| Distributable Before Adj | $30,699,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,699,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,699,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,463,802 | 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 | $35,463,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,463,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,699,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,698,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,902,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $383,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,772,489 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,756,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,463,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $30,699,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,763,894 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,519,907 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,698,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,821,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,902,366 | ExcessFromYear4Amt |
| Excess From Year3 | $383,033 | ExcessFromYear3Amt |
| Excess From Year2 | $6,772,489 | ExcessFromYear2Amt |
| Excess From Current Year | $4,763,894 | ExcessFromCurrentYearAmt |
| 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 | $34,550,825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,550,825 | 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 | $12,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,000,000 | 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 | $375,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,560 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,732,400 | 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 | $39,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $361,889 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,919,815 | 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 | $9,368,812 | ||
| MISCELLANEOUS INCOME | 18 | $4,048 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | 18 | -$6,272,714 | 900099 | $1,026,452 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,389,901 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,167,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,557,293 | 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) | $190 | 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 | $99,632 | Amt |
| Net Investment Income | $67,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,267 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,012 | LegalFeesAmt |
| Net Investment Income | $39,644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,368 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $308,681 | $406,681 | $406,681 |
| PREPAID FEDERAL INCOME TAX | $893,890 | $631,370 | $631,370 |
| CLUB MEMBERSHIP | $11,018 | $5,000 | $5,000 |
| MISCELLANEOUS ASSET | $10,870 | $2,997 | $2,997 |
| AMON CARTER MUSEUM | $56,390,517 | $56,422,817 | |
| WATER GARDEN FILM | $250,000 | $250,000 | |
| DUE FROM AMON CARTER MUSEUM | $2,000,000 | $2,000,000 | $2,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEEMED DIVIDEND FOR TAX PURPOSES | Desc |
| Amt | $3,667,052 | 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 | $24,293 | $17,846 | $6,447 |
| INFORMATION TECHNOLOGY | $18,180 | $12,292 | $5,888 |
| INSURANCE | $25,967 | $17,557 | $8,410 |
| MISCELLANEOUS | $24,936 | $18,983 | $5,953 |
| NON-DEDUCTIBLE EXPENSES | $10,722 | ||
| MAINTENANCE | $9,688 | $6,885 | $2,803 |
| MEALS AND ENTERTAINMENT | $10,883 | $4,761 | $680 |
| SPECIAL FEES | $310,504 | $309,521 | $983 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $4,048 | $4,048 |
| Royalties | $9,146,664 | $9,146,664 |
| From pass-through activities (loss) | -$5,246,262 | -$6,272,714 |
| Lease bonus and delay rentals | $222,148 | $222,148 |
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 (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADMINISTRATIVE EXPENSES | $36,329 | $36,329 | |
| INVESTMENT ADVISORY FEES | $1,944,238 | $1,944,238 | |
| COMPUTER CONSULTING | $14,705 | $4,762 | $9,943 |
| RETIREMENT PLAN CONSULTING | $14,209 | $4,602 | $9,607 |
| REAL ESTATE CONSULTING | $9,958 | $9,958 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | See Schedule 17 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION TAX | $375,439 | $375,439 |
| REAL ESTATE TAX | $194,750 | $194,750 |
| STATE TAXES | $53,625 | |
| AD VALOREM TAX | $728,969 | $728,969 |
| FEDERAL EXCISE TAX | $602,000 | |
| FEDERAL INCOME TAX | $262,520 |