WILLIAM O & LOUISE H MULLINS FOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM O & LOUISE H MULLINS FOUNDATION TRUST (EIN 75-6353107)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-04
- IRS object ID
- 202540639349100409
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-04T12:21:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752618166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPT CPAS ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE ST STE 420 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756353107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & LOUISE MULLINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8063788335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8063788335 | PhoneNum |
| Signature | 2025-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J LYNN BURNS CPA | PreparerPersonNm |
| PTIN | P01290013 | PTIN |
| Phone | 8063734884 | PhoneNum |
| Preparation | 2025-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,117,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $455,124 | GrossSalesPriceAmt |
| Total Rev And Expnss | $23,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,950 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,151 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $220,698 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $222,601 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $496,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $593,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $754,526 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $473,616 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $115,807 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,602 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,000,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $960,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,117,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,000,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $960,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $960,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $960,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,334 | ExcessRevenueOverExpensesAmt |
| Subtotal | $960,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $960,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ANB ST 230000 SEE ATTACHED | P | $7,632 | $5,980 | $1,652 | $1,652 |
| ANB LT230000 SEE ATTACHED | P | $437,394 | $455,130 | -$17,736 | -$17,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,986 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,652 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $241 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $241 | SubtotalAmt |
| Tax Based On Investment Income | $241 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $947 | TotalPaymentsAndCreditsAmt |
| Overpayment | $706 | OverpaymentAmt |
| Applied To ES Tax | $706 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063788335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 S TAYLOR ST | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,950 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,074,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,107,117 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,107,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,090,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $241 | TotalTaxAmt |
| Distributable Before Adj | $54,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,285 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,232 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,205 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,662 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,817 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,400 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,885 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,885 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,932 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,347 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,718 | ExcessFromYear4Amt |
| Excess From Year2 | $15,205 | ExcessFromYear2Amt |
| Excess From Year1 | $5,662 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| ACTS COMMUNITY | ||||||
| PO BOX 51465 | AMARILLO | TX | 79159 | UNRESTRICTED OPERATING | $2,000 | |
| AMARILLO AREA CASA | ||||||
| 112 SW 8TH AVE 101 | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $2,500 | |
| AMARILLO COLLEGE FOUNDATION | ||||||
| 2201 S WASHINGTON ST | AMARILLO | TX | 79109 | UNRESTRICTED OPERATING | $2,000 | |
| AMARILLO SYMPHONY | ||||||
| 301 S POLK ST 700 | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $2,000 | |
| AMARILLO WESLEY COMMUNITY CENTER | ||||||
| 1615 S ROBERTS | AMARILLO | TX | 79102 | UNRESTRICTED OPERATING | $2,500 | INC |
| ANOTHER CHANCE HOUSE | ||||||
| 209 S JACKSON ST | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $2,000 | |
| BOYS & GIRLS CLUBS OF AMARILLO & | ||||||
| 1923 S LINCOLN | AMARILLO | TX | 79109 | UNRESTRICTED OPERATING | $3,000 | CANYON |
| BUCKNER CHILDREN & FAMILY SERVICES | ||||||
| 1615 S TYLER ST19 | AMARILLO | TX | 79102 | UNRESTRICTED OPERATING | $3,000 | |
| CETA CANYON CAMP & RETREAT CENTER | ||||||
| 37201 FM 1721 | HAPPY | TX | 79042 | UNRESTRICTED OPERATING | $2,000 | |
| DOWNTOWN WOMEN CENTER | ||||||
| 409 S MONROE ST | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $2,000 | |
| FAITH CITY MISSION | ||||||
| 600 N TJYLER ST | AMARILLO | TX | 79107 | UNRESTRICTED OPERATING | $1,000 | |
| FAMILY SUPPORT SERVICES OF AMARILLO | ||||||
| 2209 SW 7TH AVE | AMARILLO | TX | 79106 | UNRESTRICTED OPERATING | $1,400 | |
| HIGH PLAINS FOOD BANK | ||||||
| 815 ROSS ST | AMARILLO | TX | 79102 | UNRESTRICTED OPERATING | $3,000 | |
| HOPE CHOICE PREGNANCY & MENTORING | ||||||
| 6709 WOODWARD | AMARILLO | TX | 79106 | UNRESTRICTED OPERATING | $2,500 | CENTER |
| LONE STAR BALLET | ||||||
| 3218 HOBBS RD | AMARILLO | TX | 79109 | UNRESTRICTED OPERATING | $1,500 | |
| MEALS ON WHEELS | ||||||
| 7550 OUTLOOK DR | AMARILLO | TX | 79106 | UNRESTRICTED OPERATING | $2,000 | |
| MISSION AMARILLO | ||||||
| 3508 LINE AVE | AMARILLO | TX | 79106 | UNRESTRICTED OPERATING | $2,000 | |
| OPPORTUNITY SCHOOL | ||||||
| 1100 S HARRISON | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $3,000 | |
| SNACK PAK 4 KIDS | ||||||
| 2406 SW 3RD AVE | AMARILLO | TX | 79106 | UNRESTRICTED OPERATING | $2,500 | |
| THE BRIDGE CHILDREN'S ADVOCACY | ||||||
| 804 QUAIL CREEK | AMARILLO | TX | 79124 | UNRESTRICTED OPERATING | $3,000 | CENTER |
| THE LEADERS READERS NETWORK | ||||||
| 327 LAKE RIDGE RD | CANYON | TX | 79015 | UNRESTRICTED OPERATING | $1,000 | |
| THE PARC | ||||||
| 413 SW 6TH AVE | AMARILLO | TX | 79101 | UNRESTRICTED OPERATING | $2,500 | |
| WINDOW ON A WIDER WORLD | ||||||
| 500 S BUCHANAN | AMARILLO | TX | 79105 | UNRESTRICTED OPERATING | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,263 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,546 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND INST | $46,826 | $44,251 |
| DODGE & COX INCOME FUND 147 | $21,803 | $22,074 |
| FEDERATED TOTAL RETURN BOND IN | $47,178 | $44,277 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY CONCORD STR TR 500 IDX INS | $128,424 | $215,745 |
| JPMORGAN US VALUE | $70,886 | $78,876 |
| SCHWAB CAP TR INTL INDEX SLC | $78,820 | $80,063 |
| TIAA-CREF LARGE CAP GROWTH INDX INST | ||
| TIAA-CREF LARGE CAP VALUE IDX INST | ||
| VANGUARD MID CAP INDEX ADM | $48,652 | $66,517 |
| VANGUARD SMALL CAP INDEX ADM | $44,166 | $48,232 |
| VOYA SMALL CAP GROWTH I | $34,338 | $37,844 |
| JP MORGAN GROWTH ADVANTAGE | $50,485 | $58,465 |
| DFA LARGE CAP INTERNATIONAL | $15,518 | $15,954 |
| FEDERATED INTERNATIONAL LEADERS FUND | $16,218 | $15,422 |
| UNITED STATES TREAS | ||
| NUVEEN LARGE CAP VALUE | $62,938 | $78,289 |
| NUVEEN LARGE CAP GROWTH | $43,107 | $59,119 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $230 | Amt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |