STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-02-26
IRS object ID
201520579349100402
Schema version
2014v5.0
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)
Return2015-02-26T11:54:08-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-02-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS A HUDSONPreparerPersonNm
PTINP00003849PTIN
Phone4056036400PhoneNum
Preparation2015-02-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$128,159FMVAssetsEOYAmt
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$1,320AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,320AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,320TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,975ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,975ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$230,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,295TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$80,295ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$208,454SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$128,159SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$128,159SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$208,454TotalAssetsBOYAmt
Total Assets EOY$128,159TotalAssetsEOYAmt
Total Assets EOYFMV$128,159TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$208,454RetainedEarningBOYAmt
Retained Earning EOY$128,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$208,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$128,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$208,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$128,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$208,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$80,295ExcessRevenueOverExpensesAmt
Subtotal$128,159SubtotalAmt
Tot Net Ast Or Fund Balances EOY$128,159TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$164,598NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.025742DistributionYr1Rt
Adjusted Qlfy Distri Yr2$177,962AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$237,652NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.748834DistributionYr2Rt
Adjusted Qlfy Distri Yr3$205,665AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$278,822NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.737621DistributionYr3Rt
Adjusted Qlfy Distri Yr4$145,436AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$260,254NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.558823DistributionYr4Rt
Adjusted Qlfy Distri Yr5$142,831AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$241,723NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.590887DistributionYr5Rt
Total Distribution3.661907TotalDistributionRt
Average Distribution0.732381AverageDistributionRt
Net Vl Noncharitable Assets$138,054NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$101,108AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$101,108AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$230,295QualifyingDistributionsAmt

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
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 (4 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
JESSE MILES
675 N HENDERSON STFORT WORTHTX76107DIRECTOR1.00$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$140,156AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$140,156TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$140,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$138,054NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,903MinimumInvestmentReturnAmt
Distributable Before Adj$6,903DistributableBeforeAdjAmt
Distributable Before Ded$6,903DistributableBeforeDedAmt
Distributable As Adjusted$6,903DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,295ExpensesAndContributionsAmt
Qualifying Distributions$230,295QualifyingDistributionsAmt
Adjusted Qualifying Distri$230,295AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,903DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$130,747ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,425ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$191,724ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$166,079ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,605ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$781,580TotalExcessDistributionCyovAmt
Qualifying Distributions$230,295QualifyingDistributionsAmt
Applied To Current Year$6,903AppliedToCurrentYearAmt
Remaining Distri From Corpus$223,392RemainingDistriFromCorpusAmt
Total Corpus$1,004,972TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$130,747ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$874,225ExcessDistriCyovToNextYrAmt
Excess From Year4$132,425ExcessFromYear4Amt
Excess From Year3$191,724ExcessFromYear3Amt
Excess From Year2$166,079ExcessFromYear2Amt
Excess From Year1$160,605ExcessFromYear1Amt
Excess From Current Year$223,392ExcessFromCurrentYearAmt

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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
VIVIANA BRECEDA
6704 FRANWOOD TERRACEFORT WORTHTX76112NONENCSCHOLARSHIP$9,591
MADELINE BRINKLEY
1116 VICTORIA DRSAGINAWTX76131NONENCSCHOLARSHIP$493
PAOLA ESTALA
2311 MCKINLEY AVEFORT WORTHTX76164NONENCSCHOLARSHIP$5,623
DELLA KENNEDY
301 N WESLEY DRLEAGUE CITYTX77573NONENCSCHOLARSHIP$14,987
LIZBETH LOPEZ
3514 N NICHOLAS STFORT WORTHTX76106NONENCSCHOLARSHIP$4,737
ALAYNA GORDON
34488 HWY 281 NLIPANTX76462NONENCSCHOLARSHIP$10,239
CAROLINA MORALES
1706 HARRINGTON AVEFORT WORTHTX76164NONENCSCHOLARSHIP$26,239
ROSY PEREZ
2510 NW 25TH STFORT WORTHTX76106NONENCSCHOLARSHIP$12,235
SCHYLER MCNEESE
5373 WONDER DRFORT WORTHTX76133NONENCSCHOLARSHIP$31,287
ANGELICA ORTIZ
1903 GOULD AVEFORT WORTHTX76164NONENCSCHOLARSHIP$32,816
SERGIO ESTALA
2311 MCKINLEY AVEFORT WORTHTX76164NONENCSCHOLARSHIP$7,109
CODY RAMSEY
3802 W UNIVERSITY BLVDDURANTOK74701NONENCSCHOLARSHIP$6,490APT 9206
PARKER GORDON
34488 HWY 281 NLIPANTX76462NONENCSCHOLARSHIP$14,146
HAYDEN STUART
8509 REVENUE WAYNORTH RICHLAND HILLSTX76182NONENCSCHOLARSHIP$12,959
C W STOCKER IV
541 E NORTH 21ST STREETABILENETX79601NONENCSCHOLARSHIP$40,024
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,975TotalGrantOrContriPdDurYrAmt

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$1,320Amt
Disbursements Charitable Prps$1,320DisbursementsCharitablePrpsAmt

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
ZIP761071479ZIPCd