Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
 
% WILLIAM S MCINTYRE
Number and street (or P.O. box number if mail is not delivered to street address)12222 MERIT DRIVESuite 1660Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75251
A Employer identification number

75-2910339
B Telephone number (see instructions)

(214) 702-9004
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,689,307J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 405,000
2 Check bullet
3 Interest on savings and temporary cash investments 2,860 2,860 0
4 Dividends and interest from securities...... 34,861 34,861 0
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,330
b Gross sales price for all assets on line 6a 1,160,294
7 Capital gain net income (from Part IV, line 2)... 76,330
8 Net short-term capital gain.........  
9 Income modifications........... 7,500
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 119,629 117,210 0
12 Total. Add lines 1 through 11........ 638,680 231,261 7,500
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,318 0 0 5,318
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 320 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 33,082 33,082 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,364 5,364 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,084 38,446 0 5,318
25 Contributions, gifts, grants paid........ 252,210 252,210
26 Total expenses and disbursements. Add lines 24 and 25 296,294 38,446 0 257,528
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 342,386
b Net investment income (if negative, enter -0-) 192,815
c Adjusted net income (if negative, enter -0-)... 7,500
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 366,610 98,144 98,144
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,002,518 Click to see attachment645,993 699,690
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 942,962 Click to see attachment1,891,473 1,891,473
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,312,090 2,635,610 2,689,307
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,312,090 2,635,610
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,312,090 2,635,610
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,312,090 2,635,610
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,312,090
2 Enter amount from Part I, line 27a..................... 2 342,386
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,654,476
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 18,866
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,635,610
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,137,764   1,083,964 53,800
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       53,800
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 76,330
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 590,568 2,028,310 0.291163
2011 363,101 1,388,621 0.261483
2010 425,212 1,286,067 0.33063
2009 402,058 1,178,915 0.341041
2008 301,353 986,787 0.305388
2 Total of line 1, column (d) ...................... 2 1.529705
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.305941
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,094,364
5 Multiply line 4 by line 3....................... 5 946,693
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,928
7 Add lines 5 and 6......................... 7 948,621
8 Enter qualifying distributions from Part XII, line 4.............. 8 257,528
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,856
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,856
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,856
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 788
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,788
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,906
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,906 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM S MCINTYRE Telephone no.bullet (214) 702-9004
    Located atbullet12222 MERIT DRIVE SUITE 1660DALLASTX ZIP+4bullet75251
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    SHIRLEY MCINTYRE PRESIDENT
    0.5     		0 0 0
    12222 MERIT DRIVE SUITE 1660
    DALLAS,TX75251
    WILLIAM MCINTYRE VICE PRESIDENT
    0.5     		0 0 0
    12222 MERIT DRIVE SUITE 1660
    DALLAS,TX75251
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    154,718
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,856
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,856
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,862
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    7,500
    5
    Add lines 3 and 4............................
    5
    158,362
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    158,362
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 158,362
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 257,458
    b From 2009....... 343,993
    c From 2010....... 361,507
    d From 2011....... 295,392
    e From 2012....... 490,474
    fTotal of lines 3a through e......... 1,748,824
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 257,528
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 158,362
    e Remaining amount distributed out of corpus 99,166
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,847,990
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		257,458
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,590,532
    10 Analysis of line 9:
    a Excess from 2009.... 343,993
    b Excess from 2010.... 361,507
    c Excess from 2011.... 295,392
    d Excess from 2012.... 490,474
    e Excess from 2013.... 99,166
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SHIRLEY C MCINTYRE WILLIAM S MC
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE SALVATION ARMY
    8787 N STEMMONS FWY STE 800
    DALLAS,TX75247     		NONE PC GENERAL OPERATIONS 3,000
    BAYLOR HEALTHCARE SYSTEM FOUNDATION
    3500 GASTON AVENUE
    DALLAS,TX75246     		NONE PC GENERAL OPERATIONS 3,500
    VAIL VETERANS PROGRAM
    PO BOX 6473
    VAIL,CO81658     		NONE PC GENERAL OPERATIONS 1,190
    EAGLE VALLEY RELIGIOUS FOUNDATION
    PO BOX 1828
    EDWARDS,CO81632     		NONE PC GENERAL OPERATIONS 500
    SEMINARY OF THE SOUTHWEST
    PO BOX 2247
    AUSTIN,TX78768     		NONE PC GENERAL OPERATIONS 500
    ST PAUL MEDICAL FOUNDATION
    5909 HARRY HINES BLVD
    DALLAS,TX75390     		NONE PC GENERAL OPERATIONS 2,000
    DALLAS SYMPHONY ORCHESTRA
    MORTON H MEYERSON SYMPHONY CENTER
    2301 FLORA STREET
    DALLAS,TX75201     		NONE PC GENERAL OPERATIONS 58,750
    EPISCOPAL CHURCH OF THE TRANSFIGURATION
    14115 HILLCREST RD
    DALLAS,TX75254     		NONE PC GENERAL OPERATIONS 6,000
    THE TRINITY TRUST
    1444 OAK LAWN AVENUE SUITE 200
    DALLAS,TX75207     		NONE PC GENERAL OPERATIONS 500
    PHILANTHROPIC VENTURES FOUNDATION
    1222 PRESERVATION PARKWAY
    OAKLAND,CA94612     		NONE PC GENERAL OPERATIONS 1,360
    DALLAS ARBORETUM
    8617 GARLAND ROAD
    DALLAS,TX75218     		NONE PC GENERAL OPERATIONS 60,000
    ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH
    8011 DOUGLAS AVENUE
    DALLAS,TX75225     		NONE PC GENERAL OPERATIONS 12,000
    BRAVO VAIL VALLEY MUSIC FESTIVAL
    2271 N FRONTAGE ROAD W SUITE C
    VAIL,CO81657     		NONE PC GENERAL OPERATIONS 40,650
    UT SOUTHWESTERN MEDICAL CENTER
    5323 HARRY HINES BLVD
    DALLAS,TX75390     		NONE PC GENERAL OPERATIONS 3,250
    ALZHEIMER'S ASSOCIATION
    4144 N CENTRAL EXPRESSWAY
    SUITE 750
    DALLAS,TX75204     		NONE PC GENERAL OPERATIONS 500
    BARBARA BUSH FOUND OF FAMILY LITERACY
    516 NORTH ADAMS STREET
    TALLAHASSEE,FL32301     		NONE PC GENERAL OPERATIONS 1,000
    CAMP JOHN MARC
    2824 SWISS AVE
    DALLAS,TX75204     		NONE PC GENERAL OPERATIONS 390
    CATHOLIC CHARITIES OF DALLAS INC
    9461 LBJ FREEWAY
    SUITE 128
    DALLAS,TX75243     		NONE PC GENERAL OPERATIONS 250
    CHILDREN'S MEDICAL CENTER OF DALLAS
    1935 MEDICAL DISTRICT DR
    DALLAS,TX75235     		NONE PC GENERAL OPERATIONS 6,670
    FRIENDS OF THE FORT
    PRESIDIO LA BAHIA
    PO BOX 57
    GOLIAD,TX77963     		NONE PC GENERAL OPERATIONS 100
    LIBERTY INSTITUTE
    2001 W PLANO PKWY
    SUITE 1600
    PLANO,TX75075     		NONE PC GENERAL OPERATIONS 1,500
    MARINE MILITARY ACADEMY
    320 IWO JIMA BLVD
    HARLINGEN,TX78550     		NONE PC GENERAL OPERATIONS 100
    MD ANDERSON CANCER CENTER
    1515 HOLCOMBE BLVD
    HOUSTON,TX77030     		NONE PC GENERAL OPERATIONS 3,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232     		NONE PC GENERAL OPERATIONS 250
    NEW FRIENDS NEW LIFE
    6060 N CENTRAL EXPY
    DALLAS,TX75206     		NONE PC GENERAL OPERATIONS 500
    PEROT MUSEUM OF NATURE & SCIENCE
    2201 N FIELD STREET
    DALLAS,TX75201     		NONE PC GENERAL OPERATIONS 350
    READING IS FUNDAMENTAL
    1730 RHODE ISLAND AVE NW
    11TH FLOOR
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATIONS 500
    SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS
    8011 DOUGLAS AVE
    DALLAS,TX75225     		NONE PC GENERAL OPERATIONS 750
    SALESMANSHIP CLUB FOUNDATION
    106 E 10TH ST
    DALLAS,TX75203     		NONE PC GENERAL OPERATIONS 100
    SMU SIMMONS HALL
    3101 UNIVERSITY BLVD
    DALLAS,TX75205     		NONE PC GENERAL OPERATIONS 250
    SMU TATE PRESIDENTIAL SCHOLARHSHIP FUND
    3101 UNIVERSITY BLVD
    DALLAS,TX75205     		NONE PC GENERAL OPERATIONS 1,000
    TACA INC
    1722 ROUTH ST
    SUITE 115
    DALLAS,TX75201     		NONE PC GENERAL OPERATIONS 1,500
    TEXAS DISCOVERY GARDENS
    3601 MARTIN LUTHER KING JR BLVD
    DALLAS,TX75210     		NONE PC GENERAL OPERATIONS 1,750
    THE CRANMER INSTITUTE
    3308 DANIEL AVENUE
    DALLAS,TX75205     		NONE PC GENERAL OPERATIONS 12,000
    THE CRYSTAL CHARITY BALL
    3838 OAKLAWN AVE
    STE L150
    DALLAS,TX75219     		NONE PC GENERAL OPERATIONS 10,800
    THE DALLAS ARCHITECTURE FORUM
    PO BOX 596119
    DALLAS,TX75359     		NONE PC GENERAL OPERATIONS 100
    THE DALLAS OPERA
    2403 FLORA ST
    SUITE 500
    DALLAS,TX75201     		NONE PC GENERAL OPERATIONS 7,400
    THE NATURE CONSERVANCY OF TEXAS
    4245 NORTH FAIRFAX DR
    SUITE 100
    ARLINGTON,VA222031606     		NONE PC GENERAL OPERATIONS 3,500
    THE SENIOR SOURCE
    3910 HARRY HINES BLVD
    DALLAS,TX75219     		NONE PC GENERAL OPERATIONS 1,500
    THE VILAR PERFORMING ARTS CENTER
    68 AVONDALE LANE
    BEAVER CREEK,CO81620     		NONE PC GENERAL OPERATIONS 2,500
    TWU FOUNDATION
    PO BOX 425618
    DENTON,TX76204     		NONE PC GENERAL OPERATIONS 250
    WOMAN'S GLOBAL EMPOWERMENT FUND
    PO BOX 6283
    DENVER,CO80206     		NONE PC GENERAL OPERATIONS 100
    Miscellaneous Grants 100
    12222 MERIT DRIVE STE 1660
    DALLAS,TX75251     		NONE PC GENERAL OPERATIONS 400
    Total .................................bullet 3a 252,210
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 2,860  
    4 Dividends and interest from securities....     14 34,861  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     15 112,129  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 76,330  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME - MERIT     15 5,081  
    bRECOVERY OF CONTRIBUTION EXPENSE         7,500
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   231,261 7,500
    13Total. Add line 12, columns (b), (d), and (e)..................
    13238,761
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
     
    Employer identification number

    75-2910339
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
          		Employer identification number

    75-2910339
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    INTERNATIONAL RISK MANAGEMENT INSTI  
    12222 Merit Drive 1600
     
    DALLAS, TX75251

    		$405,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
          		Employer identification number

    75-2910339
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
          		Employer identification number

    75-2910339
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DODGE & COX STOCK 0 0
    CITIGROUP CAP IX 0 0
    DODGE & COX INTERNATIONAL 47,397 55,567
    DODGE & COX STOCK FUND 0 0
    AIG 0 0
    AIGWS 0 0
    APOLLO INVESTMENT CORP 42,893 40,074
    SPARTAN 500 INDEX FD 0 0
    PGF 0 0
    EFA 43,655 50,594
    EFV 0 0
    IWD 17,721 24,811
    IWF 17,867 25,006
    IWN 20,874 28,913
    VNQ 0 0
    VWO 0 0
    JPM US LARGE CAP 38,553 42,623
    NEUBERGER BER MU/C 35,451 37,487
    PRIME CAP ODYSSEY STOCK FD 35,762 38,779
    SPDR S&P 500 EFT 36,570 39,144
    ISHARES CORS S&P IJH 20,225 21,462
    OAKMARK INTL FD 45,000 46,504
    VANGUARD FT SE EUROPE ETF 15,144 14,988
    BROWN ADV JAPAN ALPHA 7,500 8,170
    AVERDEEN ASIA - PAC 21,411 22,369
    JPM GLBL RES ENH INDEX FD 14,816 16,052
    DOUBLELINE TOTAL 54,770 55,327
    JPM STRAT INC OPP FD 50,000 49,958
    VANGUARD INTM TRM 80,384 81,862

    TY 2013 InvestmentsLandSchedule2
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERIT ENERGY PARTNERS E-II   253,411 253,411
    MERIT ENERGY PARTNERS CANADA   6,138 6,138
    MERIT ENERGY PARTNERS H   1,631,924 1,631,924

    TY 2013 LandEtcSchedule2
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherDecreasesSchedule
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Description Amount
    PRIOR PERIOD ADJUSTMENT - UNREALIZED 18,866
    GAIN ADJUSTMENT ON PRIOR YEAR FMV 0
    PRESENTATION OF INVESTMENTS ON BALANCE 0
    SHEET. 0


    TY 2013 OtherExpensesSchedule
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROYALTY EXP-MERIT E-II 1,432 1,432 0 0
    ROYALTY EXP-MERIT CANADA 164 164 0 0
    ROYALTY EXP-MERIT H 1,780 1,780 0 0
    MISCELLANEOUS EXPENSE 672 672 0 0
    INVESTMENT EXPENSE 1,316 1,316 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Income - Merit 591 5,672 0
    Royalty Income-Merit Energy Ptrs E-II 48,986 48,986 0
    Royalty Income-Merit Energy Ptrs Canada 377 377 0
    Royalty Income-Merit Energy Ptrs H, LP 62,175 62,175 0
    RECOVERY OF CONTRIBUTION PAID 7,500 0 0


    TY 2013 TaxesSchedule
    Name:
    SHIRLEY & WILLIAM S MCINTYRE FOUNDATION
    EIN: 75-2910339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENTS 320 0 0 0