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
- 2014-11-14
- IRS object ID
- 201443189349100214
- Schema version
- 2013v3.0
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T08:20:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208185533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS WOLFF LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PARKWAY 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75248 | 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-GOVERNMENTINC | 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 3920 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752013821 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EXECUTIVE DIRECTOR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2142202128 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J FLANAGAN | PreparerPersonNm |
| PTIN | P00548849 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $127,248 | 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 | $1,541,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,481,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,248,919 | 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 |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| 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 | $36,740 | 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 | $1,586,231 | 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 | $1,586,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,912,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,434,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,588,920 | 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 | $10,434,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,610,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,610,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| NET SHORT-TERM GAIN(LOSS) FROM PARTNERSHIPS | P | 2013-01-01 | 2013-12-31 | $69,674 | $69,674 | $69,674 | |
| NET LONG-TERM GAIN(LOSS) FROM PARTNERSHIPS | P | 2012-01-01 | 2013-12-31 | $652,407 | $652,407 | $652,407 | |
| NET SHORT-TERM GAIN(LOSS) FROM M.L. #04J07 | P | 2013-01-01 | 2013-12-31 | -$38,172 | -$38,172 | $38,172 | |
| NET LONG-TERM GAIN(LOSS) FROM M.L. #04J07 | P | 2012-01-01 | 2013-12-31 | $130,148 | $130,148 | $130,148 | |
| NET SHORT-TERM GAIN(LOSS) FROM M.L. #04J07 | P | 2013-01-01 | 2013-12-31 | $22,771 | $22,771 | $22,771 | |
| NET LONG-TERM GAIN(LOSS) FROM M.L. #04J07 | P | 2012-01-01 | 2013-12-31 | -$29,182 | -$29,182 | $29,182 | |
| NET SHORT-TERM GAIN(LOSS) FROM JPM #06403 | P | 2013-01-01 | 2013-12-31 | $33,908 | $33,908 | $33,908 | |
| NET LONG-TERM GAIN(LOSS) FROM JPM #06403 | P | 2012-01-01 | 2013-12-31 | $108,207 | $108,207 | $108,207 | |
| NET SHORT-TERM GAIN(LOSS) FROM M.L. #07269 | P | 2013-01-01 | 2013-12-31 | $69,822 | $69,822 | $69,822 | |
| NET LONG-TERM GAIN(LOSS) FROM M.L. #07269 | P | 2012-01-01 | 2013-12-31 | $10,803,324 | $10,803,324 | $10,803,324 | |
| NET LONG-TERM GAIN(LOSS) FROM GRAHAM INVESTMENTS | P | 2012-01-01 | 2013-12-31 | -$103,063 | -$103,063 | $103,063 | |
| NET LONG-TERM GAIN(LOSS) FROM SALE OF BARING INVESTMENT | P | 2012-01-01 | 2013-12-31 | -$2,746 | -$2,746 | $2,746 |
| 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 | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,881,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,725,473 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,633,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,207,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045247 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,695,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,513,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048557 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,904,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,341,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,063,101 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,324,674 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048371 | DistributionYr5Rt |
| Total Distribution | 0.245680 | TotalDistributionRt |
| Average Distribution | 0.049136 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,461,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,019,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $135,889 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,155,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $271,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $271,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $357,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $357,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $85,222 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | AppliedToESTaxAmt |
| Refund | $65,222 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HATTONSUMNERS.ORG | WebsiteAddressTxt |
| Individual With Books | HUGH C AKIN | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUGH CLARK AKIN | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | EXECUTIVE DIRECTOR | 40.00 | $155,200 | $23,280 | $0 |
| GORDON R CARPENTER | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | ASSISTANT SECRETARY | 2.00 | $10,000 | $0 | $0 |
| WILLIAM C PANNELL | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | SECRETARY | 2.00 | $10,000 | $0 | $0 |
| DAVID B LONG | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TRUSTEE | 2.00 | $6,981 | $0 | $0 |
| DAVID G DRUMM | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | CHAIRMAN | 2.00 | $30,000 | $0 | $0 |
| CHARLES L MOORE | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | VICE CHAIRMAN | 2.00 | $27,086 | $0 | $0 |
| JERRY D REIS | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TREASURER | 2.00 | $27,000 | $0 | $0 |
| LON R WILLIAMS JR | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TRUSTEE | 2.00 | $25,000 | $0 | $0 |
| WILLIAM W MEADOWS | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TRUSTEE | 2.00 | $21,367 | $0 | $0 |
| JEAN CHRISTINE THOMPSON | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | ASSISTANT TREASURER | 2.00 | $20,178 | $0 | $0 |
| WILLIAM DALE CRANE | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TRUSTEE | 2.00 | $25,000 | $0 | $0 |
| SCOTT M HIGGINBOTHAM | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | TRUSTEE | 2.00 | $25,000 | $0 | $0 |
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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EVE CARROLL | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | ACCOUNTING MANAGER | 40.00 | $68,000 | $10,200 | $0 |
| WENDY WERNER | ||||||||
| 325 N ST PAUL STREET SUITE 3920 | DALLAS | TX | 752013821 | EXECUTIVE ASSISTANT | 40.00 | $56,150 | $8,423 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 REVENUE MANAGER | $75,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| 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 | $271,778 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,692 | IncomeTaxAmt |
| Total Tax | $281,470 | TotalTaxAmt |
| Distributable Before Adj | $2,791,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,791,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,791,602 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,912,987 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,912,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,791,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,553,159 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,912,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,553,159 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,431,774 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 VARIOUS UNIVERSITIES ADMINISTERING THE THE PROGRAMS. | 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 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | 750904400 | NONE | PUBLIC | PRE-LAW SOCIETY'S ANNUAL SYMPOSIUM | $750 | |
| AUSTIN COLLEGE | ||||||||
| 900 GRAND AVENUE | SHERMAN | TX | 750904400 | 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 NORTH TEXAS | ||||||||
| 205 W MAIN | ARLINGTON | TX | 76010 | NONE | PUBLIC | CITIZENSHIP CHARACTER PROGRAM | $15,000 | |
| BIG BROTHERS & BIG SISTERS OF NORTH TEXAS | ||||||||
| 205 W MAIN | ARLINGTON | TX | 76010 | NONE | PUBLIC | PROMISE SCHOLARSHIP PROGRAM | $10,000 | |
| BIG BROTHERS & BIG SISTERS OF NORTH 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 RUSSELL BOULEVARD SUITE B | DAVIS | CA | 956163839 | 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 | 768012794 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $10,000 | |
| HUSTON-TILLOTSON COLLEGE | ||||||||
| 900 CHICON STREET | AUSTIN | TX | 787022795 | 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 CITIZENSHIP | ||||||||
| 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 | 787112487 | NONE | PUBLIC | "BEING AN AMERICAN" CURRICULUM | $37,000 | |
| LAW-FOCUSED EDUCATION INC | ||||||||
| PO BOX 12487 | AUSTIN | TX | 787112487 | NONE | PUBLIC | TEXAS CITIZEN BEE COMPETITION | $40,000 | |
| LAW-FOCUSED EDUCATION INC | ||||||||
| PO BOX 12487 | AUSTIN | TX | 787112487 | 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 | 880033590 | NONE | PUBLIC | DOMENICI PUBLIC POLICY CONFERENCE | $10,000 | |
| OKLAHOMA CITY UNIVERSITY - OCU SCHOOL OF LAW | ||||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 731061493 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $5,000 | |
| OKLAHOMA BAR ASSOCIATION - LAW RELATED EDUCATION | ||||||||
| 1901 NORTH LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 731523036 | NONE | PUBLIC | SUMMER TEACHERS INSTITUTE & ATTORNEYS IN CLASS | $50,000 | |
| OKLAHOMA INTERCOLLEGIATE LEGISLATURE FOUNDATION | ||||||||
| 806 NORTH LINCOLN AVENUE | SAND SPRINGS | OK | 74063 | NONE | PUBLIC | INTERCOLLEGIATE LEGISLATURE | $12,000 | |
| THE PHILANTHROPY ROUNDTABLE | ||||||||
| 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 | 780285697 | NONE | PUBLIC | WHITEHURST AWARDS | $4,500 | |
| SCHREINER UNIVERSITY | ||||||||
| 2100 MEMORIAL BOULEVARD | KERRVILLE | TX | 780285697 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $8,000 | |
| SOUTHERN METHODIST UNIVERSITY - SCHOOL OF LAW | ||||||||
| PO BOX 750281 | DALLAS | TX | 752750281 | NONE | PUBLIC | SUMNERS SCHOLARS ENDOWMENT | $20,000 | |
| SOUTHWESTERN UNIVERSITY | ||||||||
| PO BOX 770 | GEORGETOWN | TX | 786270770 | NONE | PUBLIC | SUMNERS SCHOLARSHIP PROGRAM | $80,000 | |
| ST EDWARD'S 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 | 761051536 | NONE | PUBLIC | SCHOLARSHIP PROGRAM DEVELOPMENT | $6,000 | |
| UNIVERSITY OF DALLAS | ||||||||
| 1845 EAST NORTHGATE DRIVE | IRVING | TX | 750624736 | NONE | PUBLIC | SUMNERS SCHOLARSHIP PROGRAM | $100,000 | |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | ||||||||
| PO BOX 310617 | DENTON | TX | 762030617 | NONE | PUBLIC | PUBLIC ADMINISTRATION FELLOWSHIPS/LIVING ALLOWANCE | $86,300 | |
| UNIVERSITY OF TEXAS - ANNETTE STRAUSS INSTITUTE | ||||||||
| 3001 LAKE AUSTIN BOULEVARD SUITE | AUSTIN | TX | 787034209 | NONE | PUBLIC | ANNETTE STRAUS INSTITUTE - NEW POLITICS FORUM | $120,000 | 2316 |
| UNIVERSITY OF TEXAS AT AUSTIN - LBJ SCHOOL | ||||||||
| DRAWER Y | AUSTIN | TX | 787138925 | 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 HIGH SCHOOL COMMUNITY FOUNDATION | ||||||||
| PO BOX 140062 | DALLAS | TX | 752140062 | 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 | 731026298 | NONE | PUBLIC | YOUTH & GOVERNMENT | $75,000 | |
| SOUTHCLIFF BAPTIST CHURCH | ||||||||
| 4100 SW LOOP 820 | FORT WORTH | TX | 76109 | NONE | NONE | BILL PANNELL - MISSIONS FUND | $1,000 | |
| VFW POST 5168 | ||||||||
| 5168 STATE HIGHWAY H | FORSYTH | MO | 65653 | NONE | NONE | MEMORIAL DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,428,085 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $59,768 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,481,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,717,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $59,768 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,175,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,234,919 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARTIN L LOWY | ||||||
| 1 | 8761 ALDWICK DR | DALLAS | TX | 752383418 | $200 | Yes (X) |
| MICHAEL G PAULOWSKY | ||||||
| 2 | 750 NORTH 17TH STREET | LAS CRUCES | NM | 880054153 | $500 | Yes (X) |
| NORMAN D FINCH JR | ||||||
| 3 | 10418 INDIAN RIDGE DRIVE | FORT WAYNE | IN | 46814 | $1,000 | Yes (X) |
| KEVIN G LEVY | ||||||
| 4 | 201 MAIN STREET SUITE 3100 | FORT WORTH | TX | 76102 | $500 | Yes (X) |
| JAMES E LINK II | ||||||
| 5 | PO BOX 396 | OURAY | CO | 81427 | $1,000 | Yes (X) |
| TONI SCOTT REED | ||||||
| 6 | 9342 SHOREVIEW ROAD | DALLAS | TX | 752383346 | $1,000 | Yes (X) |
| FERRIS F AKINS JR | ||||||
| 7 | P O BOX 976 | SALADO | TX | 76571 | $500 | Yes (X) |
| DAVID DRUMM | ||||||
| 8 | 4340 VALLEY RIDGE ROAD | DALLAS | TX | 75220 | $1,000 | Yes (X) |
| AIMEE MINICK FURNESS | ||||||
| 9 | 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | $900 | Yes (X) |
| D VASSAR | ||||||
| 10 | 641 NORTHLAKE DRIVE | DALLAS | TX | 75218 | $400 | Yes (X) |
| G CAVIN | ||||||
| 11 | 5604 TERRAVISTA DRIVE | AUSTIN | TX | 78735 | $7,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,052 | Amt |
| Net Investment Income | $10,526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,526 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIDAS | $11,455 | $30,673 |
| AKZO NOBEL NV | $11,274 | $11,665 |
| ACCOR | $50,440 | $61,548 |
| AMDOCS LIMITED | $29,243 | $46,601 |
| AMERICA MOVIL S.A. | $32,434 | $35,756 |
| ADMIRAL GROUP PLC CARDIFF | $22,735 | $28,135 |
| ALUMINA LTD | $22,517 | $20,971 |
| ANHEUSER BUSCH S. A. | $21,456 | $33,059 |
| AGGREKO | $10,374 | $11,294 |
| AMBEV S.A. | $33,531 | $30,870 |
| BEIERSDORF | $10,694 | $17,280 |
| BIOMERIEUX 69 MARCY | $10,829 | $11,580 |
| BRENNTAG AG | $25,874 | $33,227 |
| BRITISH SKY BROADCASTING | $44,695 | $51,732 |
| CARREFOUR | $54,843 | $58,457 |
| CRH PLC-ORD | $27,266 | $33,717 |
| COMPAGNIE GENERALE | $36,196 | $28,512 |
| CAMECO CORP. | $52,432 | $45,761 |
| CRH, PLC | $15,677 | $22,203 |
| DIANA SHIPPING, INC. | $2,121 | $3,854 |
| D/S NORDEN | $2,195 | $4,219 |
| DANONE | $35,697 | $39,719 |
| DISTRIBUIDORA INTERNATIONAL | $4,906 | $8,882 |
| ECANA CORP | $61,845 | $54,059 |
| FRESENIUS MEDICAL CARE AG | $24,973 | $27,855 |
| FANUC CORP NPV | $47,913 | $54,949 |
| GPE EUROTUNNEL SA | $10,111 | $12,233 |
| GRUPO TELEVISA SA | $9,990 | $11,196 |
| IMPERIAL TOBACCO GROUP PLC | $20,252 | $21,244 |
| HOLCIM, LTD. | $32,520 | $31,595 |
| HSBC HOLDINGS | $29,576 | $31,299 |
| KONINKLIJKE AHOLD NV | $10,915 | $15,131 |
| KONINKLIJKE VOPAK ROTTERDAM | $10,306 | $10,564 |
| LONZA GROUP AG | $17,524 | $18,115 |
| LIFE HEALTHCARE GR | $16,475 | $17,510 |
| LATAM AIRLINES GROUP SA | $11,126 | $11,645 |
| LULULEMON ATHLETICA INC | $24,874 | $21,251 |
| MARKS & SPENCER GROUP, PLC | $15,315 | $18,654 |
| MINDRAY MEDICAL INTERNATIONAL | $23,984 | $24,361 |
| NEXANS PARIS | $15,426 | $15,757 |
| NORSK HYDRO ASA | $37,720 | $37,594 |
| NOVO-NORDISK AS DKK1 | $36,720 | $40,462 |
| NESTLE S. A. | $30,712 | $42,683 |
| NIPPON YUSEN KK | $5,286 | $6,394 |
| PETROLEO BRASILEIRO SA | $45,004 | $32,612 |
| PACIFIC BASIN SHIPPING, LTD. | $1,875 | $2,863 |
| PETROLEUM GEO SERVICES | $11,881 | $11,535 |
| QIAGEN NV | $23,231 | $31,198 |
| OCADO GROUP, PLC | $3,843 | $16,124 |
| PROSIEBENSAT1 MEDI | $10,928 | $12,423 |
| RYANAIR HOLDINGS | $28,130 | $42,237 |
| SWEDISH MATCH CO-ORD | $10,031 | $9,671 |
| SCHNEIDER ELECTRIC SA | $15,759 | $17,065 |
| SYNGENTA AG | $29,594 | $34,426 |
| SABMILLER | $29,987 | $32,276 |
| SHANDONG WEIGAO GROUP | $21,752 | $26,980 |
| SONOVA HOLDING AG | $1,991 | $2,723 |
| SONOVA HOLDING AG | $9,642 | $12,176 |
| SCHLUMBERGER LTD | $50,731 | $63,077 |
| SONIC HEALTHCARE, LTD. | $14,960 | $16,848 |
| THYSSEN KRUPP AG | $19,570 | $21,732 |
| TV FRANCAISE A S. A. | $20,815 | $26,145 |
| TELENOR ASA | $16,502 | $21,201 |
| TENCENT HOLDINGS LIMITED | $13,432 | $25,515 |
| TALISMAN ENERGY, INC. | $66,520 | $54,997 |
| TRICAN WELL SERVICE | $23,295 | $20,365 |
| TESCO, PLC | $72,423 | $63,911 |
| TOKYO ELECTRON, LTD. | $8,652 | $10,961 |
| TOYOTA MOTOR CORP. | $25,887 | $36,652 |
| UMICORE NPV | $5,709 | $5,584 |
| UNILEVER, PLC | $17,210 | $22,248 |
| UMICORE | $9,724 | $8,905 |
| VIVENDI | $22,860 | $29,084 |
| VIVENDI | $8,561 | $10,047 |
| WHITEHAVEN COAL LTD | $12,732 | $10,573 |
| WESTPORT INNOVATIONS, INC. | $6,584 | $5,687 |
| YANDEX NV | $16,486 | $18,123 |
| ZIGGO NV | $9,496 | $11,915 |
| CHAROEN POK FOODS | $16,611 | $16,011 |
| VINIX - VANGUARD INSTIT INDEX FUND | $18,971,005 | $20,728,114 |
| BESIX - BLAIR EMERGING MKT FUND | $2,500,005 | $2,731,020 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENRON CAPITAL RESOURCES, L.P. | AT COST | $381,555 | $0 |
| AMERRA AGRI FUND II, L.P. | AT COST | $1,590,935 | $1,589,030 |
| PAR CAPITAL BRIARGROVE, LLC | AT COST | $1,995,478 | $1,995,478 |
| TALON 2525 MCKINNON LLC | AT COST | $1,472,720 | $1,472,933 |
| NO DEBT R.E. INVESTMENT FUND II-P, LLC | AT COST | $995,634 | $874,781 |
| ML - WP TRUST IV | AT COST | $337,025 | $454,000 |
| BACELINE NO DEBT R.E. INVESTMENT FUND III, LLC | AT COST | $878,632 | $837,979 |
| K-18 ML WELSH CARSON ANDERSON & STOWE TRUST | AT COST | $531,823 | $787,000 |
| PAULSON CREDIT OPPORTUNITIES | AT COST | $1,000,000 | $1,544,877 |
| HSF VICEROY, LLC | AT COST | $1,062,349 | $1,122,644 |
| DIAMOND HILL FUND | AT COST | $3,244,459 | $4,820,947 |
| CAPITAL ROYALTY PARTNERS II LP | AT COST | $415,024 | $422,309 |
| KAYNE ANDERSON R.E. PARTNERS II, QP, LP | AT COST | $1,172,006 | $1,255,956 |
| PEAK 6 PERFORMANCE FUND | AT COST | $3,000,000 | $3,075,927 |
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 |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (33 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL AND GAS ROYALTY EXPENSES | $92,521 | $92,521 | $0 |
| NEWSLETTER EXPENSE | $6,584 | $0 | $6,584 |
| MISCELLANEOUS EXPENSE | $4,032 | $2,323 | $1,709 |
| OFFICE SUPPLIES | $5,020 | $2,900 | $2,120 |
| POSTAGE EXPENSE | $1,379 | $845 | $534 |
| REPAIRS AND MAINTENANCE | $1,550 | $775 | $775 |
| TELEPHONE EXPENSE | $15,123 | $7,387 | $7,736 |
| PARKING EXPENSE | $5,638 | $2,819 | $2,819 |
| INSURANCE EXPENSE | $26,233 | $26,233 | $0 |
| PARTICIPATING MORTGAGE INVESTMENT EXPENSE | $61,957 | $61,957 | $0 |
| INVESTMENT FEES | $228,273 | $228,273 | $0 |
| LAND INVESTMENT FEES | $28,987 | $28,987 | $0 |
| AMRRA AGRI FUND II, L.P. - PORTFOLIO EXPENSE | $3,100 | $3,100 | $0 |
| BARING FOCUSED INTL EQUITY FD - PORTFOLIO EXPENSE | $1,009 | $1,009 | $0 |
| GLOBAL CONSERVATIVE STRATEGY, LLC - MISCELLANEOUS EXPENSE | $9 | $9 | $0 |
| ML - WELSH CARSON ANDERSON & STOWE TRUST - PORTFOLIO EXPENSE | $12,229 | $12,229 | $0 |
| KAYNE ANDERSON R.E. PARTNERS II - PORTFOLIO EXPENSE | $443 | $443 | $0 |
| NO DEBT R.E. INVESTMENT FUND III-P - PORTFOLIO EXPENSE | $521 | $521 | $0 |
| NO DEBT R.E. INVESTMENT FUND II-P - PORTFOLIO EXPENSE | $206 | $206 | $0 |
| ML - WP TRUST IV | $10,648 | $10,648 | $0 |
| CAPITAL ROYALTY PARTNERS II - ROYALTY INCOME DEDUCTION | $271 | $271 | $0 |
| CAPITAL ROYALTY PARTNERS II - MISCELLANEOUS EXPENSE | $52,501 | $52,501 | $0 |
| ML - WP TRUST IV - NONDEDUCTIBLE EXPENSES | $5 | $0 | $0 |
| TALON 2525 MCKINNON LLC - NONDEDUCTIBLE EXPENSES | $212 | $0 | $0 |
| REPAIRS & MAINTENANCE | $27,471 | $27,471 | $0 |
| OFFICE EXPENSE | $3,148 | $3,148 | $0 |
| CLEANING EXPENSE | $19,782 | $19,782 | $0 |
| SECURITY | $20,409 | $20,409 | $0 |
| MANAGEMENT FEES | $14,443 | $14,443 | $0 |
| INSURANCE EXPENSE | $7,301 | $7,301 | $0 |
| UTILITY EXPENSE | $62,301 | $62,301 | $0 |
| ADVERTISING | $868 | $868 | $0 |
| OTHER EXPENSES | $964 | $964 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TIDELANDS ROYALTY TRUST B | $10,576 | $10,576 | $10,576 |
| OIL & GAS ROYALTIES | $1,449,963 | $1,449,963 | $1,449,963 |
| LITIGATION SETTLEMENT INCOME | $12 | $12 | $12 |
| AMERRA AGRI FUND II, L.P. | -$50,353 | -$55,015 | -$50,353 |
| AMERRA AGRI FUND II, L.P. - ROYALTY INCOME | $84 | $84 | $84 |
| BARING FOCUSED INTL EQUITY FD | $24,013 | $23,659 | $24,013 |
| ML - WELSH CARSON ANDERSON & STOWE | $10,244 | $10,244 | $10,244 |
| NO DEBT R.E. INVESTMENT FUND III-P, LLC | $41,963 | $42,317 | $41,963 |
| NO DEBT R.E. INVESTMENT FUND II-P, LLC | -$2,301 | -$1,611 | -$2,301 |
| PAR CAPITAL - BRIARGROVE, LLC | -$4,674 | $0 | -$4,674 |
| TALON 2525 MCKINNON, LLC | $60,470 | $0 | $60,470 |
| ML - WP TRUST IV | $344 | $344 | $344 |
| CAPITAL ROYALTY PARTNERS II (CAYMAN), LP | $953 | $953 | $953 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,384 | Amt |
| Net Investment Income | $2,384 | NetInvestmentIncomeAmt |
| 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 |
|---|---|---|---|
| PAYROLL TAXES | $18,798 | $9,399 | $9,399 |
| PROPERTY TAXES | $7,454 | $7,100 | $354 |
| FOREIGN TAXES | $30,138 | $30,138 | $0 |
| FEDERAL EXCISE TAXES | $274,337 | $0 | $0 |
| PAYROLL TAXES | $2,065 | $2,065 | $0 |
| PROPERTY TAXES | $28,311 | $28,311 | $0 |