SUMNERS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUMNERS FOUNDATION (EIN 75-2734032)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2016-08-17
- IRS object ID
- 201602309349100305
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-17T13:40:14-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1 |
| City | Arlington | City |
| State | TX | State |
| ZIP Code | 76011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752734032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATTON W SUMNERS FOUNDATION FOR THE | BusinessNameLine1 |
| Business Name Line2 | STUDY & TEACHING OF SELF-GOVERNMENT INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATT | BusinessNameControlTxt |
| Phone | 2142202128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL STREET SUITE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH CLARK AKIN | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2016-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kimberly D Crawford | PreparerPersonNm |
| PTIN | P00446484 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,443,370 | 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 | $14,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,614,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,614,699 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $361,828 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $361,828 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $361,828 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $11,717,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,890,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,717,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,513,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,481,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,221,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,175,151 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,812 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $145,884 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $236,928 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $140,262 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $78,187 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,075 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,936 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,968 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,968 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,869 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,869 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $21,052 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,526 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,526 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,384 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $361,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77,013 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,753 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $474,324 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $469,575 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,502 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,251 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,251 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $161,566 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $73,112 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,454 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $860 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $190 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $670 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $715,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $692,644 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,386,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,622,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $484,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,428,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,428,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,814,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,622,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,912,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,406,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,552,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,715,395 | CashBOYAmt |
| Cash EOY | $349,944 | CashEOYAmt |
| Cash EOYFMV | $349,944 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,551,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,775,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,775,244 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $579,001 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,088 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $579,001 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $579,001 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $56,152 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $85,222 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $85,222 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,485,519 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $12,019,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,235,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,437,290 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,127,651 | CorporateBondsBOYAmt |
| Invst Land Cost Or Other Basis | $13,408,867 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $6,641,767 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,207,654 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,767,100 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,008,289 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,919,467 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,017,827 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,017,827 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $14,010,214 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,077,640 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,253,861 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,943,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,269 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,188,470 | LandBOYAmt |
| Land EOY | $2,800,996 | LandEOYAmt |
| Land EOYFMV | $2,936,692 | LandEOYFMVAmt |
| Total Assets BOY | $48,305,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,688,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,443,370 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $129,098 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $78,102 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $129,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,102 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $48,176,711 | UnrestrictedBOYAmt |
| Unrestricted EOY | $58,610,737 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,176,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,610,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,305,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,688,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,176,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,406,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,722 | OtherIncreasesAmt |
| Subtotal | $58,610,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $58,610,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,717,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,881,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,725,473 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04906 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,633,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,207,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,695,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,513,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,904,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,341,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,063,101 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,324,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04837 | DistributionYr5Rt |
| Total Distribution | 0.24568 | TotalDistributionRt |
| Average Distribution | 0.04914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,461,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,019,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $135,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,155,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271,051 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $271,051 | SubtotalAmt |
| Tax Based On Investment Income | $271,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $357,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $291,778 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,727 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | AppliedToESTaxAmt |
| Refund | $727 | RefundAmt |
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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HATTONSUMNERS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGH C AKIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142202128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 NORTH ST PAUL SUITE 3920 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752013821 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| HUGH CLARK AKIN | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Executive Dir. | 40.00 | $155,200 | $23,280 |
| GORDAN R CARPENTER | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | A. SECRETARY | 2.00 | $10,000 | |
| WILLIAM C PANNELL | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Secretary | 2.00 | $10,000 | |
| DAVID B LONG | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Trustee | 2.00 | $6,981 | |
| DAVID G DRUMM | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Chairman | 2.00 | $30,000 | |
| CHARLES L MOORE | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | VICE CHAIRMAN | 2.00 | $27,086 | |
| JERRY D REIS | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Treasurer | 2.00 | $27,000 | |
| LON R WILLIAMS JR | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Trustee | 2.00 | $25,000 | |
| WILLIAM W MEADOWS | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Trustee | 2.00 | $21,367 | |
| JEAN CHRISTINE THOMPSON | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | A. TREASURER | 2.00 | $20,178 | |
| WILLIAM DALE CRANE | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Trustee | 2.00 | $25,000 | |
| SCOTT M HIGGINBOTHAM | |||||||
| 325 N ST PAUL STREET | DALLAS | TX | 752013821 | Trustee | 2.00 | $25,000 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| EVE CARROLL | |||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | ACCOUNTING MANAGER | 40.00 | $68,000 | $10,200 |
| WENDY WERNER | |||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | EXEC. ASSISTANT | 40.00 | $56,150 | $8,423 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAYEZ SAROFIM & CO | |||||
| TWO HOUSTON CENTER SUITE 2907 | HOUSTON | TX | 77010 | INVESTMENT MANAGER | $103,096 |
| EQUITY METRIX | |||||
| 13727 NOEL RD | DALLAS | TX | 75240 | OIL & GAS MANAGER | $75,937 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,577,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,821,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,998,074 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,397,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $62,397,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $935,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,461,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,073,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,073,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271,051 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,657 | IncomeTaxAmt |
| Total Tax | $275,708 | TotalTaxAmt |
| Distributable Before Adj | $2,797,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,797,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,797,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,912,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,912,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,797,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,553,159 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,553,159 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,828 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,437,536 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUGH C AKIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL STREET SUITE 3920 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752013821 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142202128 | RecipientPhoneNum |
| Form And Info And Materials | LETTER, RESUME OF ORGANIZATION OR PERSON AND OTHER SUPPORTING MATERIAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP PROGRAM DEADLINES CONTROLLED BY THE UNIVERSITIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO THE STUDY AND TEACHING OF THE SCIENCE OF SELF-GOVERNMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE ARC OF NORTH TEXAS | |||||||
| 2114 ANSON ROAD | DALLAS | TX | 75235 | NONE | PUBLIC | CITIZEN LEADERSHIP DEVELOPMENT GRANT | $15,000 |
| AUSTIN COLLEGE | |||||||
| 900 GRAND AVENUE | SHERMAN | TX | 75090 | NONE | PUBLIC | PRE-LAW SOCIETY'S ANNUAL SYMPOSIUM | $750 |
| AUSTIN COLLEGE | |||||||
| 900 GRAND AVENUE | SHERMAN | TX | 75090 | NONE | PUBLIC | PUBLIC ADMINISTRATION SYMPOSIUM | $750 |
| BAYLOR UNIVERSITY | |||||||
| 1311 SOUTH 5TH STREET | WACO | TX | 76706 | NONE | PUBLIC | ITEACH ICIVICS | $30,000 |
| BIG BROTHERS & BIG SISTERS OF N TEXAS | |||||||
| 205 W MAIN | ARLINGTON | TX | 76010 | NONE | PUBLIC | CITIZENSHIP CHARACTER PROGRAM | $15,000 |
| BIG BROTHERS & BIG SISTERS OF N TEXAS | |||||||
| 205 W MAIN | ARLINGTON | TX | 76010 | NONE | PUBLIC | PROMISE SCHOLARSHIP PROGRAM | $10,000 |
| BIG BROTHERS & BIG SISTERS OF N TEXAS | |||||||
| 205 W MAIN | ARLINGTON | TX | 76010 | NONE | PUBLIC | CIVIC MENTORING PROGRAM | $75,000 |
| THE BILL OF RIGHTS INSTITUTE | |||||||
| 200 NORTH GLEBE ROAD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CONSTITUTIONAL ACADEMY IN WASHINGTON D.C. | $12,000 |
| THE BILL OF RIGHTS INSTITUTE | |||||||
| 200 NORTH GLEBE ROAD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CONSTITUTION SEMINAR N.M. & OK. TEACHERS | $15,000 |
| THE BILL OF RIGHTS INSTITUTE | |||||||
| 200 NORTH GLEBE ROAD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | PUBLIC | TEXAS CITIZEN BEE PROGRAM MAINTENANCE | $1,600 |
| THE BILL OF RIGHTS INSTITUTE | |||||||
| 200 NORTH GLEBE ROAD SUITE 1050 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CONSTITUTIONAL SEMINARS-ELL TEXAS & N.M. | $30,000 |
| CONSTITUTING AMERICA | |||||||
| PO BOX 1988 | COLLEYVILLE | TX | 76034 | NONE | PUBLIC | WE THE PEOPLE 9.17 CONTEST | $10,000 |
| ESPANOLA VALLEY HIGH SCHOOL | |||||||
| PO DRAWER 2160 | ESPANOLA | NM | 87532 | NONE | PUBLIC | T.V. PRODUCTION/PUBLIC AFFAIRS | $11,000 |
| FOUNDATION FOR RESPONSIBLE TV | |||||||
| 2904 FLOYD STREET | DALLAS | TX | 75204 | NONE | PUBLIC | MCCUISTION PROGRAMS | $50,000 |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 260 RUSSEL BOULEVARD SUITE B | DAVIS | CA | 95616 | NONE | PUBLIC | ECONOMICS EDUCATION PROGRAM | $75,000 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | SUMNERS SCHOLARSHIPS | $45,000 |
| GARLAND INDEPENDENT SCHOOL DISTRICT | |||||||
| 1709 NORTH GARLAND AVENUE | GARLAND | TX | 75040 | NONE | PUBLIC | YMCA YOUTH & GOVERNMENT | $15,000 |
| HOWARD PAYNE UNIVERSITY | |||||||
| HPU STATION BOX 831 | BROWNWOOD | TX | 76801 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $10,000 |
| HUSTON-TILLOTSON COLLEGE | |||||||
| 900 CHICON STREET | AUSTIN | TX | 78702 | NONE | PUBLIC | SUMNERS SCHOLARSHIPS | $54,000 |
| IGNITE TEXAS | |||||||
| 100 W DEAN KEETON ST | AUSTIN | TX | 78712 | NONE | PUBLIC | CIVICS/GOVERNMENTAL EDUCATION | $20,000 |
| THE INSTITUTE FOR RESPONSIBLE | |||||||
| 1227 25TH STREET NW SIXTH FLOOR | WASHINGTON | DC | 20037 | NONE | PUBLIC | AFRICAN-AMERICAN MALE SCHOLARSHIPS | $17,500 |
| LAW-FOCUSED EDUCATION INC | |||||||
| PO BOX 12487 | AUSTIN | TX | 78711 | NONE | PUBLIC | "BEING AN AMERICAN" CURRICULUM | $37,000 |
| LAW-FOCUSED EDUCATION INC | |||||||
| PO BOX 12487 | AUSTIN | TX | 78711 | NONE | PUBLIC | TEXAS CITIZEN BEE COMPETITION | $40,000 |
| LAW-FOCUSED EDUCATION INC | |||||||
| PO BOX 12487 | AUSTIN | TX | 78711 | NONE | PUBLIC | TEACHER TRAINING INSTITUTE-FOUNDING DOCUMENTS | $299,685 |
| NATIONAL CENTER FOR POLICY ANALYSIS | |||||||
| 12770 COIT ROAD SUITE 800 | DALLAS | TX | 75251 | NONE | PUBLIC | HATTON W. SUMNERS LECTURES | $200,000 |
| NATIONAL CENTER FOR POLICY ANALYSIS | |||||||
| 12770 COIT ROAD SUITE 800 | DALLAS | TX | 75251 | NONE | PUBLIC | SUMNERS SCHOLARS PUBLIC POLICY SEMINAR | $80,000 |
| NEW MEXICO FIRST | |||||||
| 320 GOLD AVENUE SW SUITE 300 | ALBUQUERQUE | NM | 87102 | NONE | PUBLIC | IMPLEMENT PUBLIC EDUCATION AFTER TOWN HALL MEETING | $100,000 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | |||||||
| 1305 N HORSESHOE DRIVE | LAS CRUCES | NM | 88003 | NONE | PUBLIC | DOMENICI PUBLIC POLICY CONFERENCE | $10,000 |
| OKLAHOMA CITY UNIVERSITY-SCHOOL OF LAW | |||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $5,000 |
| OKLAHOMA BAR ASSOCIATION-LAW RELATED EDU | |||||||
| 1901 NORTH LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 73152 | NONE | PUBLIC | SUMMER TEACHERS INSTITUTE & ATTORNEYS IN CLASS | $50,000 |
| OKLAHOMA INTERCOLLEGIATE LEGISLATURE | |||||||
| 806 NORTH LINCOLN AVENUE | SAND SPRINGS | OK | 74063 | NONE | PUBLIC | INTERCOLLEGIATE LEGISLATURE | $12,000 |
| THE PHILANTHROPY FOUNDTABLE | |||||||
| 1150 17TH STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| PROJECT VOTE SMART | |||||||
| ONE COMMON GROUND | PHILIPSBURG | MT | 59858 | NONE | PUBLIC | POLITICAL GALAXY PROGRAM | $25,000 |
| SCHREINER UNIVERSITY | |||||||
| 2100 MEMORIAL BOULEVARD | KERRVILLE | TX | 78028 | PUBLIC | WHITEHURST AWARDS | $4,500 | |
| SCHREINER UNIVERSITY | |||||||
| 2100 MEMORIAL BOULEVARD | KERRVILLE | TX | 78028 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $8,000 |
| SMU - SCHOOL OF LAW | |||||||
| PO BOX 750281 | DALLAS | TX | 75275 | NONE | PUBLIC | SUMNERS SCHOLARS ENDOWMENT | $20,000 |
| SOURTHWESTERN UNIVERSITY | |||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | PUBLIC | SUMNERS SCHOLARSHIP PROGRAM | $80,000 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | PUBLIC | SUMNERS SCHOLARSHIP PROGRAM | $80,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2008 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PUBLIC | DISTINGUISHED SCHOLARS | $35,000 |
| TEXAS WESLEYAN UNIVERSITY | |||||||
| 1201 WESLEYAN | FORT WORTH | TX | 76105 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $6,000 |
| UNIVERSITY OF DALLAS | |||||||
| 1845 EAST NORTHGATE DRIVE | IRVING | TX | 75062 | NONE | PUBLIC | SUMNERS SCHOLARSHIP PROGRAM | $100,000 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| PO BOX 310617 | DENTON | TX | 76203 | NONE | PUBLIC | PUBLIC ADMINISTRATION FELLOWSHPIS/LIVING ALLOWANCE | $86,300 |
| UNIVERSITY OF TEXAS-ANNETTE STRAUSS INST | |||||||
| 3001 LAKE AUSTIN BLVD SUITE 2316 | AUSTIN | TX | 78703 | NONE | PUBLIC | ANNETTE STRAUSS INSTITUTE - NEW POLITICS FORUM | $120,000 |
| UNIVERSITY OF TEXAS AT AUSTIN-LBJ SCHOOL | |||||||
| DRAWER Y | AUSTIN | TX | 78713 | NONE | PUBLIC | LBJ SCHOOL - LEADERSHIP CONFERENCE | $175,000 |
| UNIVERSITY OF THE SOUTHWEST | |||||||
| 6610 NORTH LOVINGTON HIGHWAY | HOBBS | NM | 88240 | NONE | PUBLIC | HATTON W. SUMNERS RESPONSIBLE CITIZENSHIP SERIES | $20,000 |
| WOODROW WILSON HS COMMUNITY FONDATION | |||||||
| PO BOX 140062 | DALLAS | TX | 75214 | NONE | PUBLIC | TEXAS LEADERSHIP PROGRAM | $10,000 |
| YMCA - ALBUQUERQUE | |||||||
| 3836 INCA STREET NE | ALBUQUERQUE | NM | 87111 | NONE | PUBLIC | YOUTH & GOVERNMENT | $75,000 |
| TEXAS STATE ALLIANCE OF YMCA | |||||||
| 1402 E CESAR CHAVEZ | AUSTIN | TX | 78702 | NONE | PUBLIC | YOUTH & GOVERNMENT | $150,000 |
| YMCA - GREATER OKLAHOMA CITY | |||||||
| 500 NORTH BROADWAY SUITE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | YOUTH & GOVERNMENT | $75,000 |
| SOUTHCLIFF BAPTIST CHURCH | |||||||
| 4100 SW LOOP 820 | FORT WORTH | TX | 76109 | NONE | BILL PANNELL - MISSIONS FUND | $1,000 | |
| VFW POST 5168 | |||||||
| 5168 STATE HIGHWAY H | FORSYTH | MO | 65653 | NONE | MEMORIAL DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,428,085 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,614,699 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $361,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,717,098 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (13 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| AMERRA AGRI FUND II, L.P. | $4,662 | 1 | -$55,015 |
| AMERRA AGRI FUND-ROYALTY | 15 | $84 | |
| BARING FOCUSED INTL EQUIT | 1 | $24,013 | |
| CAPITAL ROYALTY PARTNERS | 14 | $953 | |
| INVESTMENT FUND III-P,LLC | 1 | $41,963 | |
| INVESTMENT FUND II-P,LLC | -$690 | 1 | -$1,611 |
| LITIGATION SETTLEMENT INC | 1 | $12 | |
| ML-WELSH CARSON ANDERSON | 1 | $10,244 | |
| ML-WP TRUST IV | 14 | $344 | |
| OIL & GAS ROYALTIES | 14 | $1,449,963 | |
| PAR CAPITAL-BRIARGROVE,LL | -$4,674 | ||
| TALON 2525 MCKINNON,LLC | $32,748 | ||
| TIDELANDS ROYALTY TRUST B | 14 | $10,576 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $32,046 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,175,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,207,197 | 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 | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | G CAVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5604 TERRAVISTA DRIVE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $21,052 | Amt |
| Net Investment Income | $10,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,526 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| EQUITY METRIX |
| FAYEZ SAROFIM & CO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $23,235,865 | EOYBookValueAmt |
| EOYFMV | $25,437,290 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| Land | $13,408,867 | $13,408,867 | $7,008,289 | |
| Miscellaneous | $6,641,767 | $6,641,767 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,077,640 | BookValueAmt |
| EOYFMV | $20,253,861 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,943,265 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $142,269 | AccumulatedDepreciationAmt |
| Book Value | $2,800,996 | BookValueAmt |
| EOYFMV | $2,936,692 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,869 | LegalFeesAmt |
| Net Investment Income | $6,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AMERRA AGRI FUND II, L.P. | -$50,353 | -$55,015 |
| AMERRA AGRI FUND-ROYALTY | $84 | $84 |
| BARING FOCUSED INTL EQUIT | $24,013 | $23,659 |
| CAPITAL ROYALTY PARTNERS | $953 | $953 |
| INVESTMENT FUND III-P,LLC | $41,963 | $42,317 |
| INVESTMENT FUND II-P,LLC | -$2,301 | -$1,611 |
| LITIGATION SETTLEMENT INC | $12 | $12 |
| ML-WELSH CARSON ANDERSON | $10,244 | $10,244 |
| ML-WP TRUST IV | $344 | $344 |
| OIL & GAS ROYALTIES | $1,449,963 | $1,449,963 |
| PAR CAPITAL-BRIARGROVE,LL | -$4,674 | |
| TALON 2525 MCKINNON,LLC | $32,748 | |
| TIDELANDS ROYALTY TRUST B | $10,576 | $10,576 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECT TALON LLC K-1 | Description |
| Amount | $27,722 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,384 | Amt |
| Net Investment Income | $2,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUYLE CAVIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5604 TERRAVISTA DR | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78735 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $274,337 | ||
| FOREIGN TAXES | $30,138 | $30,138 | |
| PAYROLL TAXES | $18,798 | $9,399 | $9,399 |
| PAYROLL TAXES | $2,065 | $2,065 | |
| PROPERTY TAXES | $28,311 | $28,311 | |
| PROPERTY TAXES | $7,454 | $7,100 | $354 |