AMON G CARTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349101356
- Schema version
- 2019v5.1
- 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 | 2020-11-13T10:56:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Ensminger | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8173322301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80538020203185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A8941F94A9C0F97BC33935E3BC2155C1741F097 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 80CEAFDD65D51D1B4C2E8E44F3E4B5709E882E31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $666,176,980 | 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 | $1,839,404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,839,404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,515,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,514,306 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $168,091 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $168,091 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $83,853 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $30,810,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,063,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,399,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,046,419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,863,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $53,379,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,784,434 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,195,608 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $593,013 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $602,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,861 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,259 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,602 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $282,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $153,443 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $129,081 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $147,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $142,427 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,815 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,567 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,113 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,454 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,934,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,882,775 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,465 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,336,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,376,809 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $603,982 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $593,099 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $114,377 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $56,730 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,647 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $875 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $875 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $593,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $492,250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,294,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,333,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $950,444 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,410,173 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,410,173 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,704,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,333,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,360,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,675,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,450,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,265,604 | CashBOYAmt |
| Cash EOY | $7,513,060 | CashEOYAmt |
| Cash EOYFMV | $7,513,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,735,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,888,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,888,026 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,328,079 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,673,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,445,547 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $159,550,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $183,588,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $337,341,160 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,424,979 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,582,102 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,387,565 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $38,922,524 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $21,016,481 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $17,122,752 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $17,906,043 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $56,393,521 | 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 | $132,022,509 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,283,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $207,954,953 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,841,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,600,811 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $250,673 | LandBOYAmt |
| Land EOY | $240,689 | LandEOYAmt |
| Land EOYFMV | $28,689 | LandEOYFMVAmt |
| Other Assets BOY | $58,062,095 | OtherAssetsBOYAmt |
| Other Assets EOY | $59,864,976 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,224,459 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $438,762,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $456,539,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,176,980 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $101,270 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,270 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $431,137,201 | CapitalStockBOYAmt |
| Capital Stock EOY | $431,130,429 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,625,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,307,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $438,762,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $456,438,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $438,762,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $456,539,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $438,762,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,675,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $456,438,332 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $456,438,332 | 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 | 2018-12-30 | 2019-12-31 | $58,076,033 | $27,412,280 | $30,663,753 | $30,663,753 |
| SHORT TERM LOSS | P | 2019-01-01 | 2019-12-31 | $3,987,486 | $4,251,810 | -$264,324 | -$264,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,399,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,635,514 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $647,021,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,605,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $622,931,363 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045921 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,738,054 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $566,661,635 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056009 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,511,964 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $564,635,557 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05758 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,034,348 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $590,292,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045798 | DistributionYr5Rt |
| Total Distribution | 0.263475 | TotalDistributionRt |
| Average Distribution | 0.052695 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $629,598,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,176,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $474,506 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,651,214 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,360,617 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $949,013 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $949,013 | SubtotalAmt |
| Tax Based On Investment Income | $949,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,257,694 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,557,694 | TotalPaymentsAndCreditsAmt |
| Overpayment | $608,681 | OverpaymentAmt |
| Applied To ES Tax | $608,681 | 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 (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 | $111,400 | $70,690 | $0 |
| W Patrick Harris | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $342,518 | $90,936 | $2,313 |
| John H Robinson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $469,600 | $96,151 | $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 | $1,031,504 |
| Conatser Construction TX | |||||
| 5327 Wichita St | FORT WORTH | TX | 76119 | Construction | $821,759 |
| LKCM | |||||
| 301 Commerce St Ste 1600 | FORT WORTH | TX | 76102 | Investment Mgmnt | $731,229 |
| UST Trust | |||||
| 301 Commerce Street | FORT WORTH | TX | 76102 | oil & gas admin fees | $377,823 |
| Kimley Horn | |||||
| 801 Cherry St Ste 1300 | FORT WORTH | TX | 76102 | Engineering Services | $183,125 |
| 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 | $375,805,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,607,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $208,773,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $639,186,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $841,046 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $639,186,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,587,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,598,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,479,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,479,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $949,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $949,013 | TotalTaxAmt |
| Distributable Before Adj | $30,530,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,530,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,530,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,360,617 | 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 | $29,360,617 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,360,617 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,530,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,868,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,902,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $383,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,772,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,926,322 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,360,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $29,360,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,170,309 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,170,309 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,756,013 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,756,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,698,125 | ExcessFromYear4Amt |
| Excess From Year3 | $5,902,366 | ExcessFromYear3Amt |
| Excess From Year2 | $383,033 | ExcessFromYear2Amt |
| Excess From Year1 | $6,772,489 | 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 Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $28,410,173 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,410,173 | 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 Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $20,240,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,240,000 | 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 | $1,839,404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,255 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,514,306 | 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 | $168,091 | 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 | $410,771 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,399,429 | 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 | $13,118,100 | ||
| MISCELLANEOUS INCOME | 18 | $8,051 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | 18 | -$2,262,947 | 900099 | $183,215 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $595,241 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,784,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,379,675 | 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) | $562 | 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 | $42,567 | Amt |
| Net Investment Income | $21,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,454 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $147,242 | LegalFeesAmt |
| Net Investment Income | $142,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,815 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $507,694 | $308,681 | $308,681 |
| PREPAID FEDERAL INCOME TAX | $904,427 | $893,890 | $893,890 |
| RECEIVABLE FROM SALE OF LAND | $1,460 | $6,018 | $6,018 |
| CLUB MEMBERSHIP | $5,000 | $5,000 | $5,000 |
| MISCELLANEOUS ASSET | $2,997 | $10,870 | $10,870 |
| AMON CARTER MUSEUM | $56,390,517 | $56,390,517 | |
| WATER GARDEN FILM | $250,000 | $250,000 | |
| DUE FROM AMON CARTER MUSEUM | $0 | $2,000,000 | $2,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $48,257 | $38,954 | $9,304 |
| INFORMATION TECHNOLOGY | $14,940 | $7,410 | $7,530 |
| INSURANCE | $27,396 | $13,588 | $13,808 |
| MISCELLANEOUS | $27,860 | $21,153 | $6,707 |
| NON-DEDUCTIBLE EXPENSES | $32,066 | ||
| MAINTENANCE | $31,506 | $10,933 | $20,573 |
| MEALS AND ENTERTAINMENT | $14,744 | $5,229 | $2,143 |
| SPECIAL FEES | $396,703 | $394,983 | $1,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $8,051 | $8,051 |
| Royalties | $11,937,597 | $11,937,597 |
| From pass-through activities (loss) | -$2,079,732 | -$2,262,947 |
| Lease bonus and delay rentals | $1,180,503 | $1,180,503 |
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 | $36,000 | $36,000 | |
| INVESTMENT ADVISORY FEES | $1,860,054 | $1,860,054 | |
| COMPUTER CONSULTING | $14,625 | $7,371 | $7,254 |
| RETIREMENT PLAN CONSULTING | $16,060 | $8,094 | $7,966 |
| REAL ESTATE CONSULTING | $7,500 | $7,500 | |
| MELLON OTHER EXPENSE | $1 | $1 |
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 | $440,463 | $440,463 |
| REAL ESTATE TAX | $137,269 | $137,269 |
| WITHHELD FOREIGN TAXES | $5,559 | $5,559 |
| AD VALOREM TAX | $793,518 | $793,518 |
| FEDERAL EXCISE TAX | $949,013 | |
| FEDERAL INCOME TAX | $10,537 | |
| STATE TAXES | $10 |