STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201341359349100134
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T09:09:38-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FD THOMPSON & CO PLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line113320 N MACARTHUR BLVDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731423021ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202055414EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE PAT O'NEAL EDUCATIONALBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlPATONameControl
Phone8176258246Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761071479ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICIA O'NEALName
TitlePRESIDENTTitle
Phone8176258246Phone
Date Signed2013-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRIS A HUDSONName
Phone4056036400Phone
Date Prepared2013-05-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY227289FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150000ContriReceivedRevAndExpnss
Total Revenue And Expenses150000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1423AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1423AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss72OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps72OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1495TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1495TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss176467ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps176467ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss177962TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps177962TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-27962ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY255251SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY227289SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV227289SavingsAndTempCashInvstEOYFMV
Total Assets BOY255251TotalAssetsBOY
Total Assets EOY227289TotalAssetsEOY
Total Assets EOYFMV227289TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY255251RetainedEarningsBOY
Retained Earnings EOY227289RetainedEarningsEOY
Total Net Assets BOY255251TotalNetAssetsBOY
Total Net Assets EOY227289TotalNetAssetsEOY
Total Liabilities Net Assets BOY255251TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY227289TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY255251TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-27962ExcessOfRevenueOverExpenses
Subtotal227289Subtotal
Total Net Assets Fund Balances EOY227289TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1205665QualifyingDistributionsYear1
Noncharitable Assets Year1278822NoncharitableAssetsYear1
Distribution Ratio Year10.737621DistributionRatioYear1
Qualifying Distributions Year2145436QualifyingDistributionsYear2
Noncharitable Assets Year2260254NoncharitableAssetsYear2
Distribution Ratio Year20.558823DistributionRatioYear2
Qualifying Distributions Year3142831QualifyingDistributionsYear3
Noncharitable Assets Year3241723NoncharitableAssetsYear3
Distribution Ratio Year30.590887DistributionRatioYear3
Qualifying Distributions Year4133884QualifyingDistributionsYear4
Noncharitable Assets Year4217499NoncharitableAssetsYear4
Distribution Ratio Year40.615561DistributionRatioYear4
Qualifying Distributions Year582473QualifyingDistributionsYear5
Noncharitable Assets Year5179014NoncharitableAssetsYear5
Distribution Ratio Year50.460707DistributionRatioYear5
Total Distribution Ratio2.963599TotalDistributionRatio
Average Distribution Ratio0.592720AverageDistributionRatio
Net Noncharitable Assets237652NetNoncharitableAssets
Adjusted Noncharitable Assets140861AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One140861AdjNonchrtblAssetsAndOnePct
Qualifying Distributions177962QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NamePATRICIA J O'NEALBooksInCareOfPersonName
Books In Care Of Phone Number8176258246BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761071479ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PATRICIA J O'NEAL
675 N HENDERSON STFORT WORTHTX761071479PRESIDENT &1.00000
JESSE MILES
675 N HENDERSON STFORT WORTHTX761071479DIRECTOR1.00000
DAVID DEAN DIMENT MD
5002 E VALLEY RDFORT SMITHAR72903DIRECTOR1.00000
CATHY BLACKWELL
675 N HENDERSON STFORT WORTHTX761071479SECRETARY1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances241271AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets241271TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets241271AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3619CashDeemedCharitable
Net Noncharitable Assets237652NetNoncharitableAssets
Minimum Investment Return11883MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return11883MinimumInvestmentReturn
Distributable Amount Before Adj11883DistributableAmountBeforeAdj
Distributable Amount Before Ded11883DistributableAmountBeforeDed
Distributable Amount As Adjusted11883DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions177962ExpensesAndContributions
Qualifying Distributions177962QualifyingDistributions
Adj Qualifying Distributions177962AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11883DistributableAmountAsAdjusted
Excess Distri Carryover Year573548ExcessDistriCarryoverYear5
Excess Distri Carryover Year4123019ExcessDistriCarryoverYear4
Excess Distri Carryover Year3130747ExcessDistriCarryoverYear3
Excess Distri Carryover Year2132425ExcessDistriCarryoverYear2
Excess Distri Carryover Year1191724ExcessDistriCarryoverYear1
Total Excess Distri Carryover651463TotalExcessDistriCarryover
Qualifying Distributions177962QualifyingDistributions
Applied To Current Year11883AppliedToCurrentYear
Remaining Distri From Corpus166079RemainingDistriFromCorpus
Total Corpus817542TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year573548ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year743994ExcessDistriCyovToNextYear
Excess From Year4123019ExcessFromYear4
Excess From Year3130747ExcessFromYear3
Excess From Year2132425ExcessFromYear2
Excess From Year1191724ExcessFromYear1
Excess From Current Year166079ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NamePATRICIA J O'NEALRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761071479ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8176258246RecipientPhoneNumber
Form And Info And MaterialsSEE COPY OF APPLICATION FORM ATTACHEDFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsPRIMARILY TO STUDENTS GRADUATING FROM HIGH SCHOOLS IN THE FORT WORTH, TX AREARestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALL CHURCH HOME FOR CHILD
1424 SUMMIT AVEFORT WORTHTX76102NONE501(C)(3)FOR ASSISTANCE TO CHILDREN$50,000
MADELINE BRINKLEY
1116 VICTORIA DRSAGINAWTX76131NONEN/ASCHOLARSHIP$22,058
LAURA CASTILLO
905 W BOYCE AVEFORT WORTHTX76115NONEN/ASCHOLARSHIP$9,068
DELLA KENNEDY
301 NORTH WESLEY DRLEAGUE CITYTX77573NONEN/ASCHOLARSHIP$9,784
LIZBETH LOPEZ
3514 N NICHOLAS STFORT WORTHTX76106NONEN/ASCHOLARSHIP$5,919
LEEANNA MENDOZA
4732 SPOON DRIFT DRFORT WORTHTX76135NONEN/ASCHOLARSHIP$3,200
MITCHELL MILLS
5329 84TH STLUBBOCKTX79424NONEN/ASCHOLARSHIP$26,798
ROSY PEREZ
2510 NW 25TH STFORT WORTHTX76106NONEN/ASCHOLARSHIP$7,591
ARRACELI GUERRERO
1407 CIRCLE PARKFORT WORTHTX76106NONEN/ASCHOLARSHIP$3,301
NICHOLAS RAMSEY
3802 W UNIVERSITY BLVDDURANTOK74701NONEN/ASCHOLARSHIP$11,483
ANA RAMIREZ
2900 E 4TH STFORT WORTHTX76111NONEN/ASCHOLARSHIP$5,884
CODY RAMSEY
3802 W UNIVERSITY BLVDDURANTOK74701NONEN/ASCHOLARSHIP$4,744
PARKER GORDON
34488 HWY 281 NLIPANTX76462NONEN/ASCHOLARSHIP$11,637
FT WORTH IND SCHOOL DIST
3150 MCCART AVEFORT WORTHTX76110NONEN/ASCHOLARSHIP PROGRAM$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year176467TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPATRICIA J O'NEALContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761071479ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions150000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,423Amount
Disbursements Charitable Prps1423DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

PATRICIA J O'NEAL
JESSE MILES
DAVID DEAN DIMENT MD
CATHY BLACKWELL

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
OFFICE EXPENSE & POSTAGE7272

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NamePATRICIA J O'NEALPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1675 N HENDERSON STAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code761071479ZIPCode