STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-04
IRS object ID
201720949349100422
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-04T20:23:41+00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731488601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FD THOMPSON & CO PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113320 N MACARTHUR BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731423021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202055414EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAT O'NEAL EDUCATIONALBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPATOBusinessNameControlTxt
Phone8176258246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA J O'NEALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8176258246PhoneNum
Signature2017-01-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS A HUDSONPreparerPersonNm
PTINP00003849PTIN
Phone4056036400PhoneNum
Preparation2017-02-01PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdF33449CF9A43991BE5D3600F90E4BEE51B9C3125AtSubmissionCreationDeviceId
At Submission Filing Device IdF33449CF9A43991BE5D3600F90E4BEE51B9C3125AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$150,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$950AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$145OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,095TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,095TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,520ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,520ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$166,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,615ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$83,904SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,289SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,289SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$83,904TotalAssetsBOYAmt
Total Assets EOY$67,289TotalAssetsEOYAmt
Total Assets EOYFMV$67,289TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$83,904RetainedEarningBOYAmt
Retained Earning EOY$67,289RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$83,904TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$83,904TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$83,904TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,615ExcessRevenueOverExpensesAmt
Subtotal$67,289SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,289TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$194,255AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$102,330NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.898319DistributionYr1Rt
Adjusted Qlfy Distri Yr2$230,295AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$138,054NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.668152DistributionYr2Rt
Adjusted Qlfy Distri Yr3$168,835AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$164,598NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.025742DistributionYr3Rt
Adjusted Qlfy Distri Yr4$177,962AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$237,652NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.748834DistributionYr4Rt
Adjusted Qlfy Distri Yr5$205,665AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$278,822NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.737621DistributionYr5Rt
Total Distribution6.078668TotalDistributionRt
Average Distribution1.215734AverageDistributionRt
Net Vl Noncharitable Assets$69,397NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,368AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$84,368AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$166,615QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA J O'NEALIndividualWithBooksNm
Phone8176258246PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761071479ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA J O'NEAL
675 N HENDERSON STFORT WORTHTX76107PRESIDENT1.00$0$0$0
DAVID DIMENT
4107 SPRING MOUNTAIN DRFORT SMITHAR72916DIRECTOR1.00$0$0$0
CATHY BLACKWELL
675 N HENDERSON STFORT WORTHTX76107SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,454TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$70,454AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,057CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,470MinimumInvestmentReturnAmt
Distributable Before Adj$3,470DistributableBeforeAdjAmt
Distributable Before Ded$3,470DistributableBeforeDedAmt
Distributable As Adjusted$3,470DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$166,615ExpensesAndContributionsAmt
Qualifying Distributions$166,615QualifyingDistributionsAmt
Adjusted Qualifying Distri$166,615AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,470DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$191,724ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$166,079ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$160,605ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$223,392ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$189,138ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$930,938TotalExcessDistributionCyovAmt
Qualifying Distributions$166,615QualifyingDistributionsAmt
Applied To Current Year$3,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$163,145RemainingDistriFromCorpusAmt
Total Corpus$1,094,083TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$191,724ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$902,359ExcessDistriCyovToNextYrAmt
Excess From Year4$166,079ExcessFromYear4Amt
Excess From Year3$160,605ExcessFromYear3Amt
Excess From Year2$223,392ExcessFromYear2Amt
Excess From Year1$189,138ExcessFromYear1Amt
Excess From Current Year$163,145ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPATRICIA J O'NEALContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA J O'NEALRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761071479ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8176258246RecipientPhoneNum
Form And Info And MaterialsSEE COPY OF ATTACHED FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARILY TO STUDENTS GRADUATING FROM HIGH SCHOOLS IN THE FORT WORTH, TX AREA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALAYNA GORDON
34488 HWY 281 NLIPANTX76462NONENCSCHOLARSHIP$6,259
ANGELICA ORTIZ
1903 GOULD AVEFORT WORTHTX76164NONENCSCHOLARSHIP$10,671
CAROLINA MORALES
1706 HARRINGTON AVEFORT WORTHTX76164NONENCSCHOLARSHIP$16,000
NATHAN SEIGEL
6288 EL CAPITAN STREETFORT WORTHTX76179NONENCSCHOLARSHIP$32,025
PAOLA ESTALA
2311 MCKINLEY AVEFORT WORTHTX76164NONENCSCHOLARSHIP$21,112
ROSY PEREZ
2510 NW 25TH STFORT WORTHTX76106NONENCSCHOLARSHIP$1,316
SCHYLER MCNEESE
5373 WONDER DRFORT WORTHTX76133NONENCSCHOLARSHIP$45,252
SERGIO ESTALA
2311 MCKINLEY AVEFORT WORTHTX76164NONENCSCHOLARSHIP$18,558
JONATHAN RUGAMBA
1818 N TAYLOR STE BLITTLE ROCKAR72210NONENCSCHOLARSHIP$9,000
KURTT WIX
P O BOX 16545FORT WORTHTX76162NONENCSCHOLARSHIP$5,327
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,520TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPATRICIA J O'NEALContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$950Amt
Disbursements Charitable Prps$950DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES
POSTAGE$145$145

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPATRICIA J O'NEALPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd