AMON G CARTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349105218
- Schema version
- 2018v3.1
- 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 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 | 2019-11-15T17:56:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 3200 Riverfront Drive Suite 200 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | W PATRICK HARRIS | PersonNm |
| Person Title | Exec. Vice President | PersonTitleTxt |
| Phone | 8173322783 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly R Hein Jr | PreparerPersonNm |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $591,494,714 | 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 | $967,581 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $967,581 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,426,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,356,877 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $81,882 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $81,882 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $33,906 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $60,985,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,141,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,462,778 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,749,630 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,826,647 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,211,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,695,765 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,299,335 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $709,470 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $589,865 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $206,970 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $72,020 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $134,950 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,318 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,870 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,448 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $53,137 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $47,869 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,059,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,007,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,242 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,095,703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,376,628 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $673,454 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $662,635 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $111,060 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $56,641 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,419 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $66 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $64 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $285,930 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,119,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,292,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $952,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,426,842 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,426,842 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,546,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,292,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,379,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,665,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,403,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $670,601 | CashBOYAmt |
| Cash EOY | $4,265,604 | CashEOYAmt |
| Cash EOYFMV | $4,265,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $81,365,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,735,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,735,330 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,208,925 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,328,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,240,648 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $104,013,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $159,550,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $265,883,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,350,422 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,424,979 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,257,135 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $36,905,443 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $19,782,691 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $17,098,204 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $17,122,752 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $61,437,804 | 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 | $127,131,829 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,022,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,291,821 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,881,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,630,998 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $257,293 | LandBOYAmt |
| Land EOY | $250,673 | LandEOYAmt |
| Land EOYFMV | $21,633 | LandEOYFMVAmt |
| Other Assets BOY | $58,001,909 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,062,095 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,361,392 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $404,097,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $438,762,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $591,494,714 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $431,143,973 | CapitalStockBOYAmt |
| Capital Stock EOY | $431,137,201 | CapitalStockEOYAmt |
| Retained Earning BOY | -$27,046,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,625,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,097,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $438,762,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,097,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $438,762,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,097,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,665,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $438,762,947 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $438,762,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SEE STATEMENT 1 | 2018-12-30 | 2018-12-31 | $8,524,468 | $8,823,933 | -$299,465 | -$299,465 |
| SEE STATEMENT 1 | 2017-12-30 | 2018-12-31 | $100,617,241 | $40,854,998 | $59,762,243 | $59,762,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,462,778 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,605,349 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $622,931,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,738,054 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $566,661,635 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056009 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,511,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $564,635,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05758 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,034,348 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $590,292,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,362,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $570,061,743 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053261 | DistributionYr5Rt |
| Total Distribution | 0.258569 | TotalDistributionRt |
| Average Distribution | 0.051714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,021,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,460,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $744,037 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,204,131 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,379,551 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $744,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $744,037 | SubtotalAmt |
| Tax Based On Investment Income | $744,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,251,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,251,731 | TotalPaymentsAndCreditsAmt |
| Overpayment | $507,694 | OverpaymentAmt |
| Applied To ES Tax | $507,694 | 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 | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 (8 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 | Controller | 50.0 | $95,040 | $61,213 | $0 |
| W Patrick Harris | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $361,652 | $77,352 | $7,625 |
| John H Robinson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $483,457 | $80,563 | $12,000 |
| Kathy A King | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Secretary/Treasurer - Retired | 0.0 | $90,633 | $21,778 | $8,022 |
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 Mgmt | $1,098,233 |
| BNY Mellon Asset Servicing | |||||
| BNY Mellon Center 500 Grant Street | PITTSBURGH | PA | 15258 | Custodian of Assets | $126,805 |
| LKCM | |||||
| 301 COMMERCE ST STE 1600 | FORT WORTH | TX | 76109 | INVESTMENT MGMT FEE | $739,012 |
| PACHECO KOCH | |||||
| 4060 BRYANT IRVIN ROAD | FORT WORTH | TX | 76109 | ENGINEERING SERVICES | $222,498 |
| UST TRUST | |||||
| 301 COMMERCE STREET | FORT WORTH | TX | 76102 | OIL & GAS ADMIN FEES | $140,823 |
| 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 | $378,318,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,037,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $208,518,472 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $656,875,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $537,565 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $656,875,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,853,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,021,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,351,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,351,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744,037 | TotalTaxAmt |
| Distributable Before Adj | $31,607,062 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,607,062 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,607,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,379,551 | 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 | $38,379,551 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $744,037 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,635,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,607,062 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,585,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,868,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,902,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,033 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,739,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,379,551 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,607,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,772,489 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,511,853 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,585,531 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,926,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $4,868,434 | ExcessFromYear3Amt |
| Excess From Year2 | $5,902,366 | ExcessFromYear2Amt |
| Excess From Year1 | $383,033 | ExcessFromYear1Amt |
| Excess From Current Year | $6,772,489 | 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 15 | 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 Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $37,426,842 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,426,842 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule 16 | 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 Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $26,725,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $26,725,000 | 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 | $967,581 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $69,651 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,356,877 | 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 | $33,906 | 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 | $1,522,837 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,462,778 | 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 | $13,741,731 | ||
| MISCELLANEOUS INCOME | 18 | $3,911 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | 18 | -$3,918,995 | 900099 | -$2,077,017 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$484,529 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,647,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,163,260 | 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) | $3,000 | PAYMENT OF MEMBERSHIP DUES |
| TSCPA | ||
| 1b(6) | $860 | PAYMENT OF MEMBERSHIP DUES |
| AICPA | ||
| 1b(6) | $275 | 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 | $63,775 | Amt |
| Net Investment Income | $32,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $53,137 | LegalFeesAmt |
| Net Investment Income | $47,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,268 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $231,269 | $507,694 | $507,694 |
| PREPAID FEDERAL INCOME TAX | $427,029 | $904,427 | $904,427 |
| RECEIVABLE FROM SALE OF LAND | $695,097 | $1,460 | $1,460 |
| CLUB MEMBERSHIP | $5,000 | $5,000 | $5,000 |
| MISCELLANEOUS ASSET | $2,997 | $2,997 | $2,997 |
| AMON CARTER MUSEUM | $56,390,517 | $56,390,517 | |
| WATER GARDEN FILM | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $48,584 | $39,477 | $9,107 |
| INFORMATION TECHNOLOGY | $13,159 | $6,711 | $6,448 |
| INSURANCE | $28,655 | $14,614 | $14,041 |
| MISCELLANEOUS | $32,524 | $24,702 | $7,822 |
| NON-DEDUCTIBLE EXPENSES | $136,997 | ||
| MAINTENANCE | $27,632 | $15,651 | $11,981 |
| MEALS AND ENTERTAINMENT | $15,165 | $5,059 | $2,524 |
| SPECIAL FEES | $180,996 | $179,716 | $1,280 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $3,911 | $3,911 |
| Royalties | $13,405,466 | $13,405,466 |
| From pass-through activities (loss) | -$5,996,012 | -$3,918,995 |
| Lease bonus and delay rentals | $336,265 | $336,265 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADMINISTRATIVE EXPENSES | $36,000 | $36,000 | |
| INVESTMENT ADVISORY FEES | $1,964,050 | $1,964,050 | |
| COMPUTER CONSULTING | $16,224 | $7,950 | $8,274 |
| RETIREMENT PLAN CONSULTING | $16,923 | $8,292 | $8,631 |
| REAL ESTATE CONSULTING | $9,550 | $9,550 | |
| MELLON OTHER EXPENSE | $2,199 | $2,199 | |
| OTHER | $14,690 | $14,690 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | See Schedule 6 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION TAX | $527,700 | $527,700 |
| REAL ESTATE TAX | $46,486 | $46,486 |
| WITHHELD FOREIGN TAXES | $43,027 | $43,027 |
| STATE TAXES | $10 | |
| FEDERAL EXCISE TAX | $719,065 | |
| AD VALOREM TAX | $759,415 | $759,415 |