ROBERT D & CATHERINE R ALEXANDER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT D & CATHERINE R ALEXANDER FOUNDATION (EIN 75-6012124)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-09
- IRS object ID
- 201331909349100208
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-09T10:21:00-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751458509 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYLANDER CLAY & OPITZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVERFRONT DRIVE SUITE 200 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756012124 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D AND CATHERINE R ALEXANDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 8177311317 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S HULEN STREET NO 617 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761094913 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R DENNY ALEXANDER | Name |
| Title | TRUSTEE | Title |
| Phone | 8177311317 | Phone |
| Date Signed | 2013-07-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY R HEIN JR | Name |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4971648 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 93052 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 93052 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 52577 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 543654 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 52577 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3000 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3000 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 148629 | TotalRevenueAndExpenses |
| Total Net Investment Income | 148629 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 12000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 12000 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1975 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1975 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 33416 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33416 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3939 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 945 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2581 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2581 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 53911 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 48942 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1975 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 274350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 274350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 328261 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 48942 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 276325 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -179632 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 99687 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 138 | CashBOY |
| Cash EOY | 2516 | CashEOY |
| Cash EOYFMV | 2516 | CashEOYFMV |
| Investments Corp Stock BOY | 3293607 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3111541 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4963178 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 5954 | OtherAssetsBOY |
| Other Assets EOY | 5954 | OtherAssetsEOY |
| Other Assets EOYFMV | 5954 | OtherAssetsEOYFMV |
| Total Assets BOY | 3299699 | TotalAssetsBOY |
| Total Assets EOY | 3120011 | TotalAssetsEOY |
| Total Assets EOYFMV | 4971648 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2335805 | CapitalStockBOY |
| Capital Stock EOY | 2335805 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 963894 | RetainedEarningsBOY |
| Retained Earnings EOY | 784206 | RetainedEarningsEOY |
| Total Net Assets BOY | 3299699 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3120011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3299699 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3120011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3299699 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -179632 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3120067 | Subtotal |
| Other Decreases | 56 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3120011 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 494143 | 491077 | 3066 | 3066 |
| CAP GAIN DISTRIBUTIONS | 49511 | 49511 | 49511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 52577 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 339550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4774620 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.071116 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 213861 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4771411 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044821 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 181137 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4304465 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042081 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 289100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5144572 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056195 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 323210 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5882978 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054940 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.269153 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053831 | AverageDistributionRatio |
| Net Noncharitable Assets | 4918136 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 264748 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 997 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 265745 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 276325 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 997 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 997 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 997 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3539 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3539 | TotalCreditsAndPayments |
| Overpayment | 2542 | Overpayment |
| Amount Credited To Next Year | 1000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1542 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | R DENNY ALEXANDER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8177311317 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S HULEN ST SUITE 617 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761094913 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | R DENNY ALEXANDER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S HULEN SREET SUITE 617 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 10.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4990622 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2409 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4993031 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4993031 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74895 | CashDeemedCharitable |
| Net Noncharitable Assets | 4918136 | NetNoncharitableAssets |
| Minimum Investment Return | 245907 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 245907 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 997 | TaxBasedOnInvestmentIncome |
| Total Tax | 997 | TotalTax |
| Distributable Amount Before Adj | 244910 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 244910 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 244910 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 276325 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 276325 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 997 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 275328 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 244910 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 58388 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 276325 | QualifyingDistributions |
| Applied To Year1 | 58388 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 217937 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 26973 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | R DENNY ALEXANDER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 SOUTH HULEN STREET STE 617 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8177311317 | RecipientPhoneNumber |
| Form And Info And Materials | ORGANIZATIONS SHOULD SUBMIT WRITTEN APPLICATIONS OR LETTERS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO CONTRIBUTIONS OR GRANTS ARE MADE TO INDIVIDUALS AND THERE IS A STRONG PREFERENCE FOR ORGANIZATIONS LOCATED IN FORT WORTH, TX | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARTER BLOODCARE | |||||||
| 2205 HIGHWAY 121 | BEDFORD | TX | 76021 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | CHARITABLE | $500 |
| COOK CHILDRENS MEDICAL CENTER | |||||||
| 801 SEVENTH AVE | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $50,000 |
| FORT WORTH SYMPHONY ORCHESTRA | |||||||
| 330 E FOURTH STREET SUITE 200 | FORT WORTH | TX | 76102 | NONE | PUBLIC | CHARITABLE | $2,000 |
| TEXAS HEALTH HARRIS METHODIST FOUNDATION | |||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HUGWORKS | |||||||
| 752 MARY DRIVE | HURST | TX | 76053 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JUNIOR ACHIEVEMENT RDA MEMORIAL SCHOLARSHIP FUND | |||||||
| 6300 RIDGLEA PLACE SUITE 400 | FORT WORTH | TX | 76116 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| KERA | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | PUBLIC | CHARITABLE | $1,500 |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $500 |
| MEALS ON WHEELS | |||||||
| 320 SOUTH FREEWAY | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $500 |
| NATIONAL CENTER FOR POLICY ANALYSIS | |||||||
| 12770 COIT ROAD SUITE 800 | DALLAS | TX | 75251 | NONE | PUBLIC | CHARITABLE | $250 |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | |||||||
| 1600 CIRCLE PARK BOULEVARD | FORT WORTH | TX | 76164 | NONE | PUBLIC | CHARITABLE | $500 |
| PEDIATRIC VISION RESEARCH DIAGNOSTIC CENTER | |||||||
| 321 S HENDERSON STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $100,000 |
| PLANNED PARENTHOOD OF NORTH TEXAS | |||||||
| 301 SOUTH HENDERSON | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $15,000 |
| PREVENT BLINDNESS | |||||||
| 329 S HENDERSON STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $100 |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 8701 BEDFORD EULESS ROAD SUITE 600 | HURST | TX | 76053 | NONE | PUBLIC | CHARITABLE | $1,000 |
| TEXAS BALLET THEATER | |||||||
| 1640 MALL CIRCLE | FORT WORTH | TX | 76116 | NONE | PUBLIC | CHARITABLE | $2,000 |
| THE FIRST TEE OF FORT WORTH | |||||||
| PO BOX 4767 | FORT WORTH | TX | 76164 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PUBLIC | CHARITABLE | $1,000 |
| THE WARM PLACE | |||||||
| 809 LIPSCOMB STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHARITABLE | $1,500 |
| THE WOMEN'S CENTER | |||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | NONE | PUBLIC | CHARITABLE | $1,000 |
| UNION GOSPEL MISSION | |||||||
| 1331 E LANCASTER AVE | FORT WORTH | TX | 76102 | NONE | PUBLIC | CHARITABLE | $15,000 |
| UNITED WAY OF METRO TARRANT COUNTY | |||||||
| 1500 N MAIN STREET SUITE 200 | FORT WORTH | TX | 76164 | NONE | PUBLIC | CHARITABLE | $10,000 |
| UNIVERSITY CHRISTIAN CHURCH | |||||||
| 2720 S UNIVERSITY | FORT WORTH | TX | 76109 | NONE | CHURCH | RELIGIOUS | $51,000 |
| WINGS OF HOPE | |||||||
| 18370 WINGS OF HOPE BLVD | ST LOUIS | MO | 63005 | NONE | PUBLIC | CHARITABLE | $1,000 |
| YMCA OF METROPOLITIAN FORT WORTH | |||||||
| 512 LAMAR STREET SUITE 400 | FORT WORTH | TX | 76102 | NONE | PUBLIC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 274350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $93,052 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,000 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $52,577 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $148,629 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 148629 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,975 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1975 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (35 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3500 ALLSCRIPTS HEALTHCARE SOLC INC COM | 0 | 0 |
| 300 AMAZON.COM INC | 56060 | 75261 |
| 2300 AVON PRODUCTS INC | 76779 | 33028 |
| 1700 CELGENE CORP | 96986 | 133399 |
| 2400 COCA COLA CO COM | 56010 | 87000 |
| 2000 COLGATE-PALMOLIVE CO | 14668 | 209080 |
| 2000 CVS CAREMARK CORP COM | 64793 | 96700 |
| 2000 DANAHER CORPORATION COM | 62639 | 111800 |
| 3400 DENTSPLY INTERNATIONAL INC | 98290 | 134674 |
| 3000 DUKE ENERGY HOLDING CORP COM | 0 | 0 |
| 1700 EXPRESS SCRIPTS HLDG CO COM | 96016 | 91800 |
| 4000 EXXON MOBIL CORP | 49669 | 346200 |
| 2500 HCC INSURANCE HOLDINGS INC COM | 56041 | 93025 |
| 2000 HEWLETT PACKARD CO | 0 | 0 |
| 3000 HOME DEPOT INC | 26218 | 185550 |
| 500 INTL BUSINESS MACHINES CORP COM | 46705 | 95775 |
| 5000 JOHNSON & JOHNSON | 7270 | 350500 |
| 1600 KIMBERLY CLARK CORP | 21730 | 135088 |
| 1500 KOHLS CORP COM | 52554 | 64470 |
| 3600 KROGER CO. | 79640 | 93672 |
| 2000 LAZARD LTD CL A COM | 0 | 0 |
| 29425.778 LKCM SMALL EQUITY FD | 535154 | 667671 |
| 5000 MASCO CORP | 100497 | 83300 |
| 2000 METLIFE | 75242 | 65880 |
| 6000 NOBLE CORP | 127625 | 208920 |
| 2500 PEPSICO INC | 42806 | 171075 |
| 6576 PFIZER INC | 34399 | 164921 |
| 2500 SONY CORP | 0 | 0 |
| 2000 TIFFANY AND CO. NEW COM | 111402 | 114680 |
| 3000 US BANCORP DEL NEW COM | 77235 | 95820 |
| 2500 VERIZON COMMUNICATIONS | 119261 | 108175 |
| 2000 WALGREEN CO | 57625 | 74020 |
| 5500 ZIONS BANCORPORATION COM | 114233 | 117700 |
| ITT CORP NOTES 0.07375 41593 | 0 | 0 |
| MONEY MARKET FUNDS | 753994 | 753994 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EQUIPMENT | Description |
| BOY Book Value | 5954 | BOYBookValue |
| EOY Book Value | 5954 | EOYBookValue |
| EOYFMV | 5954 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT - LAZARD | Description |
| Amount | $56 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TELEPHONE | 1002 | 1002 | 0 |
| OFFICE SUPPLIES | 119 | 119 | 0 |
| SUBSCRIPTIONS | 750 | 750 | 0 |
| DUES | 695 | 695 | 0 |
| PASSTHROUGH DEDUCTIONS FROM LAZARD LTD | 6 | 6 | 0 |
| FROST INVESTMENT EXPENSES | 9 | 9 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FROST NATIONAL BANK | Description |
| Revenue And Expenses Per Books | 3000 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3000 | NetInvestmentIncome |
| Adjusted Net Income | 3000 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LKCM INVEST ADVISOR FEES | $19,764 | 19764 | 0 |
| FROST NATL BANK CUSTODIAL FEES | $3,652 | 3652 | 0 |
| CONSULTING FEES | $10,000 | 10000 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,994 | 0 | 0 |
| PAYROLL TAX | $918 | 918 | 0 |
| FOREIGN TAX | $27 | 27 | 0 |