STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-22
IRS object ID
201211439349100101
Schema version
2011v1.2
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)
Timestamp2012-05-22T08:50:47-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Date Prepared2012-05-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY255251FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss34InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm34InterestOnSavingsNetInvstIncm
Total Revenue And Expenses150034TotalRevenueAndExpenses
Total Net Investment Income34TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1303AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1303AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss1TaxesRevAndExpnss
Other Expenses Rev And Expnss94OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps94OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1398TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1397TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss204268ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps204268ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss205666TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps205665TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-55632ExcessOfRevenueOverExpenses
Net Investment Income34NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY310883SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY255251SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV255251SavingsAndTempCashInvstEOYFMV
Total Assets BOY310883TotalAssetsBOY
Total Assets EOY255251TotalAssetsEOY
Total Assets EOYFMV255251TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY310883RetainedEarningsBOY
Retained Earnings EOY255251RetainedEarningsEOY
Total Net Assets BOY310883TotalNetAssetsBOY
Total Net Assets EOY255251TotalNetAssetsEOY
Total Liabilities Net Assets BOY310883TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY255251TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY310883TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-55632ExcessOfRevenueOverExpenses
Subtotal255251Subtotal
Total Net Assets Fund Balances EOY255251TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1145436QualifyingDistributionsYear1
Noncharitable Assets Year1260254NoncharitableAssetsYear1
Distribution Ratio Year10.558823DistributionRatioYear1
Qualifying Distributions Year2142831QualifyingDistributionsYear2
Noncharitable Assets Year2241723NoncharitableAssetsYear2
Distribution Ratio Year20.590887DistributionRatioYear2
Qualifying Distributions Year3133884QualifyingDistributionsYear3
Noncharitable Assets Year3217499NoncharitableAssetsYear3
Distribution Ratio Year30.615561DistributionRatioYear3
Qualifying Distributions Year482473QualifyingDistributionsYear4
Noncharitable Assets Year4179014NoncharitableAssetsYear4
Distribution Ratio Year40.460707DistributionRatioYear4
Qualifying Distributions Year544184QualifyingDistributionsYear5
Noncharitable Assets Year597642NoncharitableAssetsYear5
Distribution Ratio Year50.452510DistributionRatioYear5
Total Distribution Ratio2.678488TotalDistributionRatio
Average Distribution Ratio0.535698AverageDistributionRatio
Net Noncharitable Assets278822NetNoncharitableAssets
Adjusted Noncharitable Assets149364AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One149364AdjNonchrtblAssetsAndOnePct
Qualifying Distributions205665QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

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 NameBETTY ELLISBooksInCareOfPersonName
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

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

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 WORTHTX761071479PRESIDENT1.00000
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 Balances283068AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets283068TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets283068AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4246CashDeemedCharitable
Net Noncharitable Assets278822NetNoncharitableAssets
Minimum Investment Return13941MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return13941MinimumInvestmentReturn
Distributable Amount Before Adj13941DistributableAmountBeforeAdj
Distributable Amount Before Ded13941DistributableAmountBeforeDed
Distributable Amount As Adjusted13941DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions205665ExpensesAndContributions
Qualifying Distributions205665QualifyingDistributions
Adj Qualifying Distributions205665AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted13941DistributableAmountAsAdjusted
Excess Distri Carryover Year539322ExcessDistriCarryoverYear5
Excess Distri Carryover Year473548ExcessDistriCarryoverYear4
Excess Distri Carryover Year3123019ExcessDistriCarryoverYear3
Excess Distri Carryover Year2130747ExcessDistriCarryoverYear2
Excess Distri Carryover Year1132425ExcessDistriCarryoverYear1
Total Excess Distri Carryover499061TotalExcessDistriCarryover
Qualifying Distributions205665QualifyingDistributions
Applied To Current Year13941AppliedToCurrentYear
Remaining Distri From Corpus191724RemainingDistriFromCorpus
Total Corpus690785TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year539322ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year651463ExcessDistriCyovToNextYear
Excess From Year473548ExcessFromYear4
Excess From Year3123019ExcessFromYear3
Excess From Year2130747ExcessFromYear2
Excess From Year1132425ExcessFromYear1
Excess From Current Year191724ExcessFromCurrentYear

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 (16 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 DRSAWINAWTX76131NONEN/ASCHOLARSHIP$13,268
LAURA CASTILLO
700 W MIRTCHELL CIRCLEFORT WORTHTX76115NONEN/ASCHOLARSHIP$1,210
DELLA KENNEDY
216 CACTI DRFORT WORTHTX76108NONEN/ASCHOLARSHIP$8,535
DIANA MARTINEZ
800 NW 15TH STFORT WORTHTX76164NONEN/ASCHOLARSHIP$3,553
LEEANNA MENDOZA
4732 SPOON DRIFT DRFORT WORTHTX76135NONEN/ASCHOLARSHIP$6,038
MITCHELL MILLS
5329 84TH STLUBBOCKTX79424NONEN/ASCHOLARSHIP$28,952
MARGARITA MORALES
1706 HARRINGTON AVEFORT WORTHTX76164NONEN/ASCHOLARSHIP$5,903
ARRACELI GUERRERO
1407 CIRCLE PARKFORT WORTHTX76106NONEN/ASCHOLARSHIP$14,999
NICHOLAS RAMSEY
3802 W UNIVERSITY BLVDDURANTOK74701NONEN/ASCHOLARSHIP$15,199
ANA RAMIREZ
2900 E 4TH STFORT WORTHTX76111NONEN/ASCHOLARSHIP$13,201
CODY RAMSEY
3802 W UNIVERSITY BLVDDURANTOK74701NONEN/ASCHOLARSHIP$6,781
PARKER GORDON
34488 HWY 281 NLIPANTX76462NONEN/ASCHOLARSHIP$21,521
MARIA RODRIGUEZ
2964 MARINE CIRCLEFORT WORTHTX76106NONEN/ASCHOLARSHIP$10,701
FT WORTH RATARY CLUB
306 W 7TH ST STE 715FORT WORTHTX76102NONEN/ADONATION$1,000
AUSTIN SHAW
30627 COUNTRY MEADOWTOMBALLTX77375NONEN/ASCHOLARSHIP$3,407
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year204268TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$34ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$34ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA34TotalPartXVIA

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)
CategoryOWEN & THORP INCCategory
Amount$1,303Amount
Disbursements Charitable Prps1303DisbursementsCharitablePrps

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 & POSTAGE9494

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

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFED TAX ON INVESTMENT INCOMECategory
Amount$1Amount