THE@PAT ONEAL EDUCATIONAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE@PAT ONEAL EDUCATIONAL FOUNDATION (EIN 20-2055414)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-17
- IRS object ID
- 202611079349100806
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-17T18:31:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815334664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURGHER TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 RIDGMAR PLZ | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT O'NEAL EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATO | BusinessNameControlTxt |
| Phone | 8176258246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA J O'NEAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8176258246 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH R GARNER | PreparerPersonNm |
| PTIN | P00232929 | PTIN |
| Phone | 8173325256 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,856 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $150,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,510 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,067 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,067 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,433 | CashBOYAmt |
| Cash EOY | $4,856 | CashEOYAmt |
| Cash EOYFMV | $4,856 | CashEOYFMVAmt |
| Total Assets BOY | $2,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,423 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,856 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA J O'NEAL | IndividualWithBooksNm |
| Phone | 8176258246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA J O'NEAL | ||||||||
| 675 N HENDERSON ST | FORT WORTH | TX | 76107 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID DIMENT | ||||||||
| 4107 SPRING MOUNTAIN DR | FORT SMITH | AR | 72916 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHY BLACKWELL | ||||||||
| 675 N HENDERSON ST | FORT WORTH | TX | 76107 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,873 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,274 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,274 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,274 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,274 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $147,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,274 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $114,685 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $181,401 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,223 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $162,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $156,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $809,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,577 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,303 | RemainingDistriFromCorpusAmt |
| Total Corpus | $956,117 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $114,685 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $841,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $181,401 | ExcessFromYear4Amt |
| Excess From Year3 | $195,223 | ExcessFromYear3Amt |
| Excess From Year2 | $162,478 | ExcessFromYear2Amt |
| Excess From Year1 | $156,027 | ExcessFromYear1Amt |
| Excess From Current Year | $146,303 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA J O'NEAL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA J O'NEAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N HENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8176258246 | RecipientPhoneNum |
| Form And Info And Materials | SEE COPY OF ATTACHED FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY TO STUDENTS GRADUATING FROM HIGH SCHOOLS IN THE FORT WORTH, TX AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCKENNA FOSTER | |||||||
| 3211 18TH ST BOX 41141 | LUBBOCK | TX | 79409 | NONE | NC | SCHOLARSHIP | $8,352 |
| DANIEL ORTIZ | |||||||
| 1903 GOULD AVE | FORT WORTH | TX | 76164 | NONE | NC | SCHOLARSHIP | $16,447 |
| MATTIE ROSE PORRAS | |||||||
| 8105 SUNSCAPE LN | FORT WORTH | TX | 76123 | NONE | NC | SCHOLARSHIP | $20,222 |
| LANE JONES | |||||||
| 301 EAST ARAPAHOE | MARLOW | OK | 73055 | NONE | NC | SCHOLARSHIP | $25,589 |
| MICAH RODRIGUEZ | |||||||
| 1105 ELM FALL | SEGUIN | TX | 78155 | NONE | NC | SCHOLARSHIP | $14,035 |
| JASMINE CHAVEZ | |||||||
| 7913 DOREEN AVE | FORT WORTH | TX | 76116 | NONE | NC | SCHOLARSHIP | $4,938 |
| ESMERALDA RODRIGUEZ | |||||||
| 4609 BLACKBURN AVE | JOSHUA | TX | 76058 | NONE | NC | SCHOLARSHIP | $3,558 |
| HAVEN IBARRA | |||||||
| 3012 CR 920 | CROWLEY | TX | 76036 | NONE | NC | SCHOLARSHIP | $19,549 |
| IVETH CARRILLO | |||||||
| 3401 N CALHOUN ST | FORT WORTH | TX | 76106 | NONE | NC | SCHOLARSHIP | $15,476 |
| LAUREL IBARRA | |||||||
| 3012 CR 920 | CROWLEY | TX | 76036 | NONE | NC | SCHOLARSHIP | $2,500 |
| CHLOE SCHAD | |||||||
| 1705 VAN ZANDT CR 4210 | ATHENS | TX | 75752 | NONE | NC | SCHOLARSHIP | $5,624 |
| IVAN FLORES | |||||||
| 656 PRIVATE ACCESS 112801 | GODLEY | TX | 76044 | NONE | NC | SCHOLARSHIP | $9,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,067 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATRICIA J O'NEAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 NHENDERSON ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,510 | Amt |
| Disbursements Charitable Prps | $1,510 | DisbursementsCharitablePrpsAmt |