J E AND L E MABEE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- J E AND L E MABEE FOUNDATION INC (EIN 73-6090162)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-01-16
- IRS object ID
- 202410169349100181
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T09:32:42-06:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736090162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JE AND LE MABEE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 4328484260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DESTA DRIVE 5400 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MABEE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4328484260 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MABEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN W REEVES | PreparerPersonNm |
| PTIN | P01248048 | PTIN |
| Phone | 9724901970 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,558,309,360 | 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 | $1,735,845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,735,845 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,086,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,086,900 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $51,640,542 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $51,640,542 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $50,447,535 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $37,983,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,965,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,983,916 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $132,447,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,447,203 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $639,570 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $511,656 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,914 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $767,285 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $556,246 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $211,039 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $276,117 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $206,544 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $69,573 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $68,024 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $57,412 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,612 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,427 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,179 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,388 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,873,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,164,210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $130 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $77,000 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $67,290 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $194,202 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $147,306 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,896 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $54,182 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $40,636 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,546 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $546,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $513,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,739,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,450,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $568,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,658,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,658,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,398,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,450,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,227,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,049,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,996,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,692,806 | CashBOYAmt |
| Cash EOY | $2,415,224 | CashEOYAmt |
| Cash EOYFMV | $2,415,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,484,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,924,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,924,922 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $196,578 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $235,352 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $698,965,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $728,820,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,505,634,278 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $12,848,378 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $7,115,440 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $5,771,099 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $5,732,938 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $12,844,752 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,069,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,490,184 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $311,173 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $218,558 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $131,453 | LandBOYAmt |
| Land EOY | $92,615 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $754,241,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,290,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,558,309,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $27,860,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,860,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $726,381,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $746,430,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $754,241,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $774,290,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $754,241,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $774,290,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $754,241,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,049,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $774,290,969 | SubtotalAmt |
| Other Decreases | $42 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $774,290,927 | 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 |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $80,173,989 | $42,981,856 | $37,192,133 | $37,192,133 |
| CALL OPTION EXPIRATION | P | $791,783 | $791,783 | $791,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,983,916 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,709,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,709,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,709,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,912,308 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,912,308 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $202,659 | OverpaymentAmt |
| Applied To ES Tax | $202,659 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MABEEFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JE AND LE MABEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4328484260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DESTA DRIVE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CAMPBELL R DANNY | ||||||||
| 5029 MIRA VISTA CIRCLE | MIDLAND | TX | 79705 | TRUSTEE, SECRETARY, TREASURER | 10.00 | $40,000 | $0 | $0 |
| DAGGETT GREG | ||||||||
| 26 MOSAIC POINT PLACE | THE WOODLANDS | TX | 77389 | TRUSTEE | 10.00 | $40,000 | $0 | $0 |
| JONES J EDWARD | ||||||||
| 1 RIVERWAY SUITE 150 | HOUSTON | TX | 77056 | TRUSTEE | 10.00 | $40,000 | $0 | $0 |
| MABEE GUY | ||||||||
| 2555 STAGECOACH TRAIL | GORDON | TX | 76453 | TRUSTEE | 10.00 | $40,000 | $0 | $0 |
| MABEE JOHN W | ||||||||
| 6 DESTA DRIVE SUITE 5500 | MIDLAND | TX | 79705 | CHAIRMAN | 20.00 | $40,000 | $0 | $0 |
| TULLIUS RAYMOND L | ||||||||
| 401 S BOSTON AVE SUITE 3001 | TULSA | OK | 74103 | TRUSTEE, VICE CHAIRMAN | 20.00 | $40,000 | $0 | $0 |
| GOEKE MICHAEL J | ||||||||
| 6 DESTA DRIVE SUITE 5400 | MIDLAND | TX | 79705 | EXECUTIVE DIRECTOR | 40.00 | $384,368 | $15,202 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GEER ROY | ||||||||
| 2606 W SHANDON AVE | MIDLAND | TX | 79705 | CONTROLLER | 40.00 | $310,567 | $12,072 | $0 |
| BALS JILL A | ||||||||
| 1602 MICHIGAN AVE | MIDLAND | TX | 79701 | LAND RECORDS MANAGER | 40.00 | $129,807 | $6,045 | $0 |
| CARROL NANCY G | ||||||||
| 515 DENVER AVE 209 | TULSA | OK | 74103 | GRANT COORDINATOR | 40.00 | $101,444 | $4,200 | $0 |
| MURRAY RHONDA THRU JANUARY 2023 | ||||||||
| 4016 TRINITY CT | MIDLAND | TX | 79707 | EXECUTIVE ASSISTANT/ | 40.00 | $59,536 | $2,329 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICANA PARTNERS | |||||
| 811 LOUISIANA STREET SUITE 2420 | HOUSTON | TX | 77002 | INVESTMENT ADVISOR | $200,000 |
| GOLDMAN SACHS | |||||
| 609 MAIN STREET SUITE 2100 | HOUSTON | TX | 77002 | INVESTMENT ADVISOR | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,443,027,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,268,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $205,844,873 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,718,140,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,718,140,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,772,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,692,368,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,618,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,618,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,709,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,709,649 | TotalTaxAmt |
| Distributable Before Adj | $82,908,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,908,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,908,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,227,948 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,227,948 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,908,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,847,961 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,227,948 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,847,961 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,379,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,528,784 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CENTER FOR PURSUIT | |||||||
| PO BOX 130564 | HOUSTON | TX | 772190564 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | |||||||
| 1 TIGER DR | MARSHALL | TX | 75670 | PC | EDUCATION | $1,400,000 | |
| HOWARD PAYNE UNIVERSITY | |||||||
| PO BOX 2369 | BROWNWOOD | TX | 76804 | PC | BUILDING RENOVATION ACADEMIC/CLASSROOM BUILDING | $1,000,000 | |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | |||||||
| 3947 S 103RD EAST AVE | TULSA | OK | 74146 | PC | YOUTH DEVELOPMENT | $75,000 | |
| MARBRIDGE FOUNDATION INC | |||||||
| 2208 N LOOP 250 WEST | MIDLAND | TX | 79707 | PC | BUILDING (NEW) MULTI-PURPOSE | $100,000 | |
| PHILANTHROPY SOUTHWEST | |||||||
| 1910 PACIFIC AVENUE SUITE 13500 | DALLAS | TX | 75201 | PC | COMMUNITY OUTREACH | $8,250 | |
| RED ARENA | |||||||
| 1601 BELL SPRINGS RD | DRIPPING SPRINGS | TX | 78620 | PC | COMMUNITY OUTREACH | $200,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF METRO ST LOUIS | |||||||
| 3450 PARK AVE | SAINT LOUIS | MO | 63104 | PC | YOUTH DEVELOPMENT | $2,000,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MID-MISSOURI INC | |||||||
| 1000 W NIFONG BOULEVARD BUILDING 5 | COLUMBIA | MO | 65203 | PC | YOUTH DEVELOPMENT | $1,300,000 | SUITE 110 |
| SAFE PLACE OF THE PERMIAN BASIN | |||||||
| PO BOX 11331 | MIDLAND | TX | 79702 | PC | BUILDING (NEW) MULTI-PURPOSE | $500,000 | |
| SIRE INC | |||||||
| 4800 W 34TH ST SUITE D-6 | HOUSTON | TX | 77092 | PC | COMMUNITY OUTREACH | $200,000 | |
| STARLIGHT THERAPEUTIC RIDING CENTER INC | |||||||
| 6 DESTA DRIVE SUITE 3000 | MIDLAND | TX | 79705 | PC | COMMUNITY OUTREACH | $200,000 | |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | |||||||
| 8715 W MILITARY DR | SAN ANTONIO | TX | 78227 | PC | BUILDING (NEW) RESEARCH | $1,000,000 | |
| TULSA AREA UNITED WAY | |||||||
| 1430 SOUTH BOULDER AVE | TULSA | OK | 74119 | PC | COMMUNITY OUTREACH | $300,000 | |
| UNIVERSITY OF THE OZARKS | |||||||
| 415 N COLLEGE AVENUE | CLARKSVILLE | AR | 72830 | PC | EDUCATION | $1,500,000 | |
| YMCA OF THE GREATER HOUSTON AREA | |||||||
| 2600 NORTH LOOP WEST SUITE 300 | HOUSTON | TX | 77092 | PC | COMMUNITY OUTREACH | $1,700,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | BUILDING (NEW) MULTI-PURPOSE | $2,000,000 | |
| ADVOCATES FOR CAMP ABLE | |||||||
| PO BOX 695 | BUFFALO GAP | TX | 79508 | PC | COMMUNITY OUTREACH | $258,090 | |
| AMAZING PLACE OF HOUSTON | |||||||
| 3735 DREXEL DR | HOUSTON | TX | 77027 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| ASSISTANCE DOGS OF THE WEST | |||||||
| PO BOX 31027 | SANTA FE | NM | 87594 | PC | COMMUNITY OUTREACH | $50,000 | |
| AUSTIN GROUPS FOR THE ELDERLY | |||||||
| 3710 CEDAR STREET BOX 2 | AUSTIN | TX | 78705 | PC | COMMUNITY OUTREACH | $1,500,000 | |
| BARNABAS FOUNDATION INC | |||||||
| PO BOX 3200 | SPRINGFIELD | MO | 65808 | PC | COMMUNITY OUTREACH | $1,362,600 | |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | PC | EDUCATION | $3,000,000 | |
| BETHEL NEIGHBORHOOD CENTER | |||||||
| 14 SOUTH 7TH STREET | KANSAS CITY | KS | 66101 | PC | COMMUNITY OUTREACH | $220,000 | |
| BOYS & GIRLS CLUBS OF FORT SMITH | |||||||
| 4905 NORTH O STREET | FORT SMITH | AR | 72904 | PC | YOUTH DEVELOPMENT | $300,000 | |
| BOYSGROW CORPORATION | |||||||
| 9301 E 147TH ST | KANSAS CITY | MO | 64149 | PC | YOUTH DEVELOPMENT | $45,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES INC | |||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | PC | COMMUNITY OUTREACH | $500,000 | |
| CAL FARLEY'S BOYS RANCH | |||||||
| PO BOX 1890 | AMARILLO | TX | 79174 | PC | YOUTH DEVELOPMENT | $500,000 | |
| CAMP TYLER FOUNDATION | |||||||
| 15143 CAMP TYLER ROADPO BOX 1916 | WHITEHOUSE | TX | 75791 | PC | YOUTH DEVELOPMENT | $75,000 | |
| CAROLINA CREEK CHRISTIAN CAMP | |||||||
| 84 WIMBERLY LANE | HUNTSVILLE | TX | 77320 | PC | COMMUNITY OUTREACH | $1,400,000 | |
| CASA DE AMIGOS | |||||||
| 1101 GARDEN LN | MIDLAND | TX | 79701 | PC | COMMUNITY OUTREACH | $30,000 | |
| CASA ESPERANZA INC | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | PC | COMMUNITY OUTREACH | $135,000 | |
| CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC | |||||||
| 424 EAST MONASTERY STREET | SPRINGFIELD | MO | 65807 | PC | COMMUNITY OUTREACH | $675,000 | |
| CHAYAH MINISTRIES | |||||||
| 13744 WHITMAN ROAD | BRENHAM | TX | 77833 | PC | COMMUNITY OUTREACH | $75,000 | |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN ROAD | TULSA | OK | 74129 | PC | YOUTH DEVELOPMENT | $1,675,000 | |
| CHILD PROTECTION CENTER INC | |||||||
| 3101 BROADWAY SUITE 750 | KANSAS CITY | MO | 64111 | PC | YOUTH DEVELOPMENT | $400,000 | |
| CHILDREN'S CENTER INC | |||||||
| 6800 NW 39TH EXPRESSWAY | BETHANY | OK | 73008 | PC | YOUTH DEVELOPMENT | $2,500,000 | |
| CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION | |||||||
| 613 ELIZABETH STREETSUITE 605 | CORPUS CHRISTI | TX | 78404 | PC | HEALTHCARE | $1,000,000 | |
| CITIZENS AGAINST DOMESTIC VIOLENCE INC | |||||||
| PO BOX 245 | CAMDENTON | MO | 65020 | PC | COMMUNITY OUTREACH | $145,000 | |
| CMC FOUNDATION OF CENTRAL TEXAS | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| COLLEGE OF THE OZARKS | |||||||
| PO BOX 17 | POINT LOOKOUT | MO | 657260017 | PC | EDUCATION | $2,000,000 | |
| COMMUNITY CHILDRENS SHELTER AND FAMILY SERVICE CENTER INC | |||||||
| 15 MONROE ST NE | ARDMORE | OK | 73401 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| COOKSON HILLS CHRISTIAN SCHOOL | |||||||
| 60416 HWY 10 | KANSAS | OK | 74347 | PC | EDUCATION | $175,000 | |
| CORNERSTONE ASSISTANCE NETWORK | |||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | PC | COMMUNITY OUTREACH | $546,000 | |
| COUNCIL OF CHURCHES OF THE OZARKS INC | |||||||
| 3055 E DIVISION STREET | SPRINGFIELD | MO | 65802 | PC | COMMUNITY OUTREACH | $585,000 | |
| COURT APPOINTED SPECIAL ADVOCATES OF SOUTHWEST MISSOURI | |||||||
| PO BOX 4853 | SPRINGFIELD | MO | 65808 | PC | COMMUNITY OUTREACH | $250,000 | |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | PC | EDUCATION | $1,000,000 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES (DVISCALL RAPE) | |||||||
| 4300 SOUTH HARVARD AVENUE | TULSA | OK | 741352608 | PC | COMMUNITY OUTREACH | $250,000 | |
| EASTER SEALS ARKANSAS | |||||||
| 3920 WOODLAND HEIGHTS | LITTLE ROCK | AR | 72212 | PC | COMMUNITY OUTREACH | $90,000 | |
| EMPORIA RESCUE MISSION INC | |||||||
| PO BOX 901 | EMPORIA | KS | 66801 | PC | COMMUNITY OUTREACH | $70,000 | |
| ENVISION DALLAS LIGHTHOUSE FOUNDATION | |||||||
| 4306 CAPITOL AVE | DALLAS | TX | 75204 | PC | COMMUNITY OUTREACH | $600,000 | |
| EVANGEL UNIVERSITY OF THE ASSEMBLIES OF GOD | |||||||
| 1111 N GLENSTONE AVE | SPRINGFIELD | MO | 65802 | PC | EDUCATION | $2,000,000 | |
| FOOD AND SHELTER INC | |||||||
| 201 REED AVENUE | NORMAN | OK | 73071 | PC | COMMUNITY OUTREACH | $350,000 | |
| FORT BEND COUNTY WOMEN'S CENTER INC | |||||||
| PO BOX 183501 HWY 90A EAST | RICHMOND | TX | 774060005 | PC | COMMUNITY OUTREACH | $600,000 | |
| FRIENDS UNIVERSITY | |||||||
| 2100 UNIVERSITY AVENUE | WICHITA | KS | 672133379 | PC | EDUCATION | $600,000 | |
| HARDING UNIVERSITY | |||||||
| 915 E MARKET | SEARCY | AR | 72149 | PC | EDUCATION | $2,000,000 | |
| HARDIN-SIMMONS UNIVERSITY | |||||||
| PO BOX 16100 | ABILENE | TX | 79698 | PC | EDUCATION | $600,000 | |
| HIGH SKY CHILDREN'S RANCH INC | |||||||
| 8613 W COUNTY RD 60 | MIDLAND | TX | 79707 | PC | YOUTH DEVELOPMENT | $500,000 | |
| HILL COUNTRY YOUTH RANCH | |||||||
| 3522 JUNCTION HIGHWAY | INGRAM | TX | 78025 | PC | YOUTH DEVELOPMENT | $295,000 | |
| HIS FATHERS HEART MINISTRIES | |||||||
| 2103 N MAIN ST | HOUSTON | TX | 77009 | PC | COMMUNITY OUTREACH | $80,000 | |
| HOPE CENTER INC | |||||||
| 2800 E LINWOOD BLVD | KANSAS CITY | MO | 64128 | PC | COMMUNITY OUTREACH | $960,000 | |
| HOSPICE OF MIDLAND | |||||||
| 911 WEST TEXAS AVE | MIDLAND | TX | 79701 | PC | HEALTHCARE | $175,000 | |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 EAST CLAFLIN AVENUE | SALINA | KS | 674016196 | PC | EDUCATION | $700,000 | |
| KIDSTLC INC | |||||||
| 480 S ROGERS ROAD | OLATHE | KS | 66062 | PC | YOUTH DEVELOPMENT | $1,705,000 | |
| KVC HEALTH SYSTEMS INC | |||||||
| 21350 WEST 153RD STREET | OLATHE | KS | 66061 | PC | HEALTHCARE | $1,000,000 | |
| LAS CRUCES GOSPEL RESCUE MISSION INC | |||||||
| 1050 W AMADOR AVENUE | LAS CRUCES | NM | 88005 | PC | COMMUNITY OUTREACH | $162,000 | |
| LETOURNEAU UNIVERSITY | |||||||
| PO BOX 7001 | LONGVIEW | TX | 756077001 | PC | EDUCATION | $1,000,000 | |
| LIBERTY HOSPITAL FOUNDATION | |||||||
| 2525 GLENN HENDREN DRIVEPO BOX 1002 | LIBERTY | MO | 64068 | PC | HEALTHCARE | $750,000 | |
| LIBERTY MEMORIAL ASSOCIATION | |||||||
| 2 MEMORIAL ASSOCIATION | KANSAS CITY | MO | 64108 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| LIFE SENIOR SERVICES INC | |||||||
| 5330 E 31ST STREETSUITE 800 | TULSA | OK | 74135 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| LITTLE LIGHTHOUSE | |||||||
| 5120 EAST 36TH STREET | TULSA | OK | 74135 | PC | COMMUNITY OUTREACH | $500,000 | |
| LUTHERAN OUTDOORS MINISTRY OF TEXAS INC | |||||||
| 2016 CAMP LONE STAR ROAD | LA GRANGE | TX | 78945 | PC | COMMUNITY OUTREACH | $1,575,000 | |
| MANOR PARK INC | |||||||
| 2208 N LOOP 250 WEST | MIDLAND | TX | 79707 | PC | COMMUNITY OUTREACH | $500,000 | |
| MERCY GATE MINISTRIES INC | |||||||
| 3170 JUNCTION HWYSUITE W-3 | INGRAM | TX | 78025 | PC | COMMUNITY OUTREACH | $78,614 | |
| METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | PC | HEALTHCARE | $500,000 | |
| MID-AMERICA NAZARENE UNIVERSITY | |||||||
| 2030 EAST COLLEGE WAY | OLATHE | KS | 66062 | PC | EDUCATION | $1,000,000 | |
| MIDLAND CHILDREN'S REHABILITATION CENTER | |||||||
| 802 VENTURA AVE | MIDLAND | TX | 79705 | PC | YOUTH DEVELOPMENT | $2,050,000 | |
| MISSION NORMAN INC | |||||||
| 2525 E LINDSEY ST | NORMAN | OK | 73071 | PC | COMMUNITY OUTREACH | $100,000 | |
| MISSOURI VALLEY COLLEGE | |||||||
| 500 EAST COLLEGE | MARSHALL | MO | 65340 | PC | EDUCATION | $655,000 | |
| NEW HOPE SHELTER INC | |||||||
| 900 W BROADWAY BUILDING 7 | NEWTON | KS | 67114 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| NEW LEAF INC | |||||||
| PO BOX 2370 | OWASSO | OK | 74055 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| NEW LIFE RANCH | |||||||
| 160 NEW LIFE RANCH RD | COLCORD | OK | 74338 | PC | COMMUNITY OUTREACH | $500,000 | |
| NORTHLAND THERAPEUTIC RIDING CENTER | |||||||
| 13608 HENSON ROAD | HOLT | MO | 64048 | PC | COMMUNITY OUTREACH | $200,000 | |
| NORTHWEST ARKANSAS FOOD BANK | |||||||
| 1378 JUNE SELF DRIVE | SPRINGDALE | AR | 72764 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| OAKBEND MEDICAL CENTER | |||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | PC | HEALTHCARE | $411,000 | |
| OKMULGEE COUNTY HOMELESS SHELTER INC | |||||||
| 214 MORTON | OKMULGEE | OK | 74447 | PC | COMMUNITY OUTREACH | $30,000 | |
| OPPORTUNITY CENTER FOR THE HOMELESS | |||||||
| PO BOX 63 | EL PASO | TX | 799410063 | PC | COMMUNITY OUTREACH | $262,000 | |
| OUR HOUSE INC | |||||||
| PO BOX 34155 | LITTLE ROCK | AR | 722034155 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| PEPPERS RANCH INC | |||||||
| PO BOX 3814 | EDMOND | OK | 73083 | PC | YOUTH DEVELOPMENT | $500,000 | |
| PETERSON MEMORIAL HOSPITAL | |||||||
| 551 HILL COUNTRY DRIVE | KERRVILLE | TX | 78028 | PC | HEALTHCARE | $2,000,000 | |
| PIVOTAL POINT TRANSITIONAL HOUSING INC | |||||||
| 3000 PARKWAY A | SAINT JOSEPH | MO | 64507 | PC | COMMUNITY OUTREACH | $196,000 | |
| PROJECT TRANSITIONS | |||||||
| PO BOX 4826 | AUSTIN | TX | 78765 | PC | COMMUNITY OUTREACH | $400,000 | |
| RAPHA HOUSE INTERNATIONAL INC | |||||||
| 712 S MAIN STREET | JOPLIN | MO | 64801 | PC | COMMUNITY OUTREACH | $150,000 | |
| SA CHRISTIAN HOPE RESOURCE CENTER INC | |||||||
| PO BOX 780904 | SAN ANTONIO | TX | 78278 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| SALVATION ARMY GREATER HOUSTON AREA COMMAND | |||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| SALVATION ARMY TULSA AREA COMMAND | |||||||
| PO BOX 397 | TULSA | OK | 74101 | PC | COMMUNITY OUTREACH | $500,000 | |
| SAMARITAN HOUSE COMMUNITY CENTER | |||||||
| 1211 WEST HUDSON ROAD | ROGERS | AR | 72756 | PC | COMMUNITY OUTREACH | $2,800,000 | |
| SARANAM LLC | |||||||
| 1028 EUBANK BLVD NE SUITE F | ALBUQUERQUE | NM | 87112 | PC | COMMUNITY OUTREACH | $2,200,000 | |
| SCOTT & WHITE HEALTHCARE FOUNDATION | |||||||
| 2401 SOUTH 31ST STREET MS-20 S103 | TEMPLE | TX | 76508 | PC | HEALTHCARE | $2,000,000 | |
| SHARING LIFE COMMUNITY OUTREACH INC | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | COMMUNITY OUTREACH | $800,000 | |
| SPRING SHELTER | |||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | PC | COMMUNITY OUTREACH | $750,000 | |
| ST JOHN'S COLLEGE | |||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | PC | EDUCATION | $2,000,000 | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1001 HIGHLANDS PLAZA DRIVE WEST | ST LOUIS | MO | 63110 | PC | HEALTHCARE | $750,000 | SUITE 160 |
| ST LUKE'S METHODIST CHURCH FOUNDATION INC | |||||||
| 3471 WESHEIMER RD | HOUSTON | TX | 77027 | PC | COMMUNITY OUTREACH | $2,000,000 | |
| SUMMERHOUSE HOUSTON | |||||||
| 1424 WASECA STREET | HOUSTON | TX | 77055 | PC | COMMUNITY OUTREACH | $299,852 | |
| TABOR COLLEGE | |||||||
| 400 SOUTH JEFFERSON | HILLSBORO | KS | 670631799 | PC | EDUCATION | $2,500,000 | |
| THE CHILDRENS HOME SOCIETY OF MISSOURI | |||||||
| 1167 CORPORATE LAKE DRIVE | ST LOUIS | MO | 63132 | PC | YOUTH DEVELOPMENT | $1,250,000 | |
| THE COMMUNITY BETTERMENT FOUNDATION INC | |||||||
| PO BOX 337 | HARTVILLE | MO | 65667 | PC | COMMUNITY OUTREACH | $24,500 | |
| THE RIGHT PATH RIDING ACADEMY INCORPORATED | |||||||
| 16620 OLD SHAMROCK HWY | DRUMRIGHT | OK | 74030 | PC | COMMUNITY OUTREACH | $7,794 | |
| THREE DOG NIGHT CHARITIES INC | |||||||
| PO BOX 13496 | OVERLAND PARK | KS | 66282 | PC | COMMUNITY OUTREACH | $372,283 | |
| TULSA BOYS HOME | |||||||
| PO BOX 1101 | TULSA | OK | 741011101 | PC | YOUTH DEVELOPMENT | $500,000 | |
| TULSA DAY CENTER FOR THE HOMELESS INC | |||||||
| 415 WEST ARCHER STREET | TULSA | OK | 74103 | PC | COMMUNITY OUTREACH | $500,000 | |
| UNION GOSPEL MISSION OF TARRANT COUNTY | |||||||
| 1321 E LANCASTER AVE | FORT WORTH | TX | 76102 | PC | COMMUNITY OUTREACH | $2,750,000 | |
| UNIVERSITY HEALTH KC | |||||||
| 2310 HOLMES STREET SUITE 735 | KANSAS CITY | MO | 64108 | PC | HEALTHCARE | $1,000,000 | |
| WATERED GARDENS INC | |||||||
| 531 KENTUCKY AVENUE | JOPLIN | MO | 64801 | PC | COMMUNITY OUTREACH | $500,000 | |
| WEST TEXAS FOOD BANK | |||||||
| 411 S PAGEWOOD AVE | ODESSA | TX | 79761 | PC | COMMUNITY OUTREACH | $1,000,000 | |
| WICHITA FAMILY CRISIS CENTER | |||||||
| 1111 NORTH ST FRANCIS | WICHITA | KS | 67214 | PC | COMMUNITY OUTREACH | $675,000 | |
| YMCA OF GREATER TULSA | |||||||
| 5400 S OLYMPIA AVE | TULSA | OK | 74107 | PC | COMMUNITY OUTREACH | $500,000 | |
| ARKANSAS CHILDREN'D HOSPITAL FOUNDATION INC | |||||||
| 11 CHILDRENS WAY | LITTLE ROCK | AR | 72202 | PC | HEALTHCARE | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,658,983 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,735,845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,086,900 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $50,447,535 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,000,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,983,916 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,254,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,254,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $52,427 | Amt |
| Net Investment Income | $44,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,179 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $37,060,830 | $58,739,912 |
| AIR PRODUCTS & CHEMICALS, INC. | $14,438,127 | $53,424,592 |
| AMERICAN EXPRESS CO. CMN (AXP) | $8,771,615 | $7,899,500 |
| APPLE, INC. | $24,145,131 | $57,112,480 |
| ASTRAZENICA PLC (ADR) | $6,968,934 | $19,532,160 |
| AT&T INC. | $26,419,683 | $16,789,416 |
| BANK OF NOVA SCOTIA | $10,453,388 | $8,743,192 |
| BOEING CO | $25,316,479 | $15,202,676 |
| BP PLC (ADR) | $16,296,303 | $19,273,257 |
| BRISTOL-MYERS SQUIBB COMPANY | $19,767,066 | $20,350,665 |
| BROADCOM | $11,880,479 | $24,336,609 |
| CARRIER GLOBAL | $1,034,132 | $5,809,631 |
| CHEVRON CORPORATION | $28,280,281 | $52,386,820 |
| CISCO SYSTEMS INC | $5,882,328 | $7,914,300 |
| COLGATE-PALMOLIVE COMPANY | $6,087,176 | $12,019,692 |
| CORTEVA INC | $3,396,597 | $7,428,304 |
| DOW INC. | $6,445,370 | $8,023,921 |
| DUPONT DE NEMOURS INC | $9,362,705 | $11,307,905 |
| EATON CORP PLC | $17,894,176 | $52,455,249 |
| EXXON MOBIL CORPORATION | $19,807,811 | $43,538,446 |
| FORD MOTOR COMPANY | $8,137,363 | $8,979,233 |
| HEWLETT PACKARD | $10,823,134 | $13,467,543 |
| HONEYWELL INTERNATIONAL INC. | $22,256,957 | $47,486,988 |
| IBM CORP | $18,254,216 | $20,462,669 |
| IRON MOUNTAIN US HOLDING REIT | $8,534,490 | $11,691,360 |
| JOHNSON & JOHNSON | $1,295,794 | $38,399,000 |
| JP MORGAN CHASE & CO | $21,719,295 | $46,762,678 |
| KINDER MORGAN INC | $11,057,270 | $12,028,170 |
| KRAFT HEINZ CO | $8,561,605 | $7,544,520 |
| LOCKHEED MARTIN | $12,500,211 | $17,463,233 |
| LYONDELLBASELL INDUSTRIES NV | $8,111,192 | $6,741,053 |
| MCDONALD'S CORPORATION | $8,341,995 | $38,517,550 |
| MERCK & CO., INC | $14,181,912 | $42,458,608 |
| MICROSOFT CORPORATION | $9,787,978 | $202,883,440 |
| NIKE, INC | $25,505,339 | $31,188,558 |
| ONE GAS INC | $1,106,034 | $5,472,137 |
| ONEOK, INC | $5,631,674 | $23,989,427 |
| OTIS WORLDWIDE CORP | $1,446,346 | $4,325,579 |
| PEPSICO INC | $3,171,714 | $23,864,765 |
| PFIZER, INC | $5,096,905 | $21,402,282 |
| PHILIP MORRIS INTERNATIONAL INC. | $20,522,350 | $28,866,030 |
| PLAINS GP HOLDINGS LP | $8,777,570 | $5,698,210 |
| RAYTHEON TECHNOLOGIES | $18,632,163 | $31,738,435 |
| ROYAL BANK OF CANADA (USA) | $18,057,370 | $27,228,220 |
| SHELL PLC SPONS ADR | $24,649,508 | $23,749,425 |
| TARGA RESOURCES CORP | $6,060,819 | $10,669,125 |
| THERMO FISHER SCIENTIFIC INC | $7,440,297 | $98,495,280 |
| TOTAL SA ADR | $9,209,339 | $9,929,400 |
| TRANS CANADA CORP | $6,906,990 | $5,551,644 |
| VERIZON COMMUNICATIONS INC. | $18,986,327 | $18,651,511 |
| WAL-MART STORES, INC | $22,739,214 | $37,524,371 |
| WILLIAMS COMPANIES INC | $16,378,955 | $23,577,084 |
| ZURICH INSURANCE | $36,013,150 | $45,525,010 |
| STANLEY BLACK & DECKER | $9,216,563 | $11,013,013 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OAK STREET REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,069,226 | BookValueAmt |
| EOYFMV | $10,490,184 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL SERVICES | CategoryTxt |
| Legal Fees | $68,024 | LegalFeesAmt |
| Net Investment Income | $57,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,612 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $42 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $404,414 | $404,414 | $0 |
| MEALS | $2,187 | $1,640 | $547 |
| DUES & SUBSCRIPTIONS | $86,473 | $64,855 | $21,618 |
| COMPUTER SUPPLIES & SUPPORT | $4,750 | $3,562 | $1,188 |
| INSURANCE | $24,988 | $18,741 | $6,247 |
| OFFICE SUPPLIES | $8,868 | $6,651 | $2,217 |
| POSTAGE | $1,813 | $1,360 | $453 |
| UTILITIES | $5,671 | $4,253 | $1,418 |
| LAND SERVICES - DIRECT | $7,703 | $7,703 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT PAYMENT - RETURNED | Desc |
| Revenue And Expenses Per Books | $5,000,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING | $6,228 | $4,670 | $1,558 |
| 75TH ANNIVERSARY SERVICES | $183,321 | $137,491 | $45,830 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX WITHHELD FROM FOREIGN DIVIDENDS | $1,016,677 | $1,016,677 | $0 |
| TAXES & LICENSES | $520 | $390 | $130 |
| EXCISE TAX ON NET INVESTMENT INCOME | $1,709,649 | $0 | $0 |
| AD VALOREM TAXES | $1,147,143 | $1,147,143 | $0 |