JAMES N MCCOY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES N MCCOY FOUNDATION (EIN 75-2587034)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-23
- IRS object ID
- 202441149349100314
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T09:40:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752205423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWH GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763077000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752587034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES N MCCOY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9402631308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEN HINES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9402631308 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | KEN HINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L LUIG JR CPA | PreparerPersonNm |
| PTIN | P00446182 | PTIN |
| Phone | 9407231471 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
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 | 2023 | 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 | $215,910,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $105,354,453 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $728,353 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $728,353 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,445,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,445,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$287,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,911,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,643 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $108,227,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,173,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,008 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,007 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $289,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $246,384 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,362 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,362 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,191,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,191,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,502,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,448,489 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,724,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,119,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $900,173 | CashBOYAmt |
| Cash EOY | $890,872 | CashEOYAmt |
| Cash EOYFMV | $890,872 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,519,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,922,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,922,122 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $23,503,269 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $55,868,637 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $56,703,776 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $42,980,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,124,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,092,038 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $939,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $539,835 | OtherAssetsBOYAmt |
| Other Assets EOY | $301,792 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $301,792 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,382,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,107,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,910,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $72,229,571 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $177,584,024 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,153,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,523,695 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,382,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $188,107,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,382,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,107,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,382,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,724,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $188,107,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $188,107,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBICLY TRADED SECURITIES | P | $31,935,007 | $32,461,110 | -$526,103 | -$526,103 | ||
| ENTERPRISE PRODUCTS PARTNERS L.P. 40,735.68 UNITS | P | $1,053,099 | $925,936 | $127,163 | $127,163 | 2022-10-25 | 2023-03-02 |
| PROSPERITY BANCSHARES INC. .3856 SH | P | $24 | $25 | -$1 | -$1 | 2023-05-01 | 2023-05-01 |
| FIRST BANCSHARES OF TEXAS 149,642 SH | P | $809,563 | $809,563 | $0 | $0 | 2022-01-01 | 2023-05-01 |
| FIRST BANCSHARES OF TEXAS 20,950 SH | P | $113,340 | $113,340 | $0 | $0 | 2022-01-01 | 2023-05-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$398,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $239,620 | 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 | $239,620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $196,260 | OverpaymentAmt |
| Applied To ES Tax | $196,260 | 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 | 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 | JAMESNMCCOYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9402631308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| VICKI D MCCOY | ||||||||
| 3602 CEDAR ELM LANE | WICHITA FALLS | TX | 763082302 | TRUSTEE/PRESIDENT | 2.00 | $0 | $0 | $0 |
| R KEN HINES | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | TRUSTEE/VP/SEC/TREASURER | 8.00 | $0 | $0 | $0 |
| ROBERT W GOFF JR | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY S MARKS | ||||||||
| 10 WAVERLY PLACE | WICHITA FALLS | TX | 76308 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY T OATMAN | ||||||||
| 2406 KELL BOULEVARD | WICHITA FALLS | TX | 763095326 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLEY B CHASTEEN | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $123,716,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,883,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,599,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,599,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,213,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,385,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,269,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,269,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,360 | TotalTaxAmt |
| Distributable Before Adj | $7,225,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,225,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,225,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,448,489 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,448,489 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,225,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,122,963 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,448,489 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,122,963 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,526 | 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 | $6,900,386 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES N MCCOY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9402631308 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@JAMESNMCCOYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE SUBMITTED AT THE FOUNDATION'S WEB SITE ADDRESS - JAMESNMCCOYFOUNDATION.ORG. ORGANIZATIONS THAT HAVE NOT RECEIVED A PREVIOUS GRANT FROM THE FOUNDATION MUST SUBMIT A LETTER OF INTENT BY EITHER FEBRUARY 15TH OR AUGUST 15TH OF EACH CALENDAR YEAR. THE FOUNDATION'S BOARD OF TRUSTEES WILL CONSIDER APPLICATIONS FROM ORGANIZATIONS EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND OTHER QUALIFYING ORGANIZATIONS PRIMARILY LOCATED IN WICHITA COUNTY. THE FOUNDATION SUPPORTS GENERAL OPERATING EXPENSES, SPECIAL PROJECTS AND CAPITAL CAMPAIGNS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15TH AND SEPTEMBER 15TH OF EACH CALENDAR YEAR FOR GRANT APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN ORGANIZATION MAY ONLY APPLY FOR ONE GRANT PER CALENDAR YEAR. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE ARC OF WICHITA COUNTY | ||||||
| 3116 BUCHANAN STREET | WICHITA FALLS | TX | 76309 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| ARTS COUNCIL WICHITA FALLS AREA INC | ||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $75,000 |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||
| 450 E JOHN CARPENTER FWY 300 | IRVING | TX | 75062 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| NORTHWEST TEXAS COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 3604 MAPLEWOOD AVENUE | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| BOYS & GIRLS CLUB OF WICHITA FALLS | ||||||
| 1318 SIXTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | CAPITAL CAMPAIGN. | $250,000 |
| CAMP FIRE NORTH TEXAS | ||||||
| 2414 NINTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| CATHOLIC CHARITIES DIOCESE FORT WORTH INC | ||||||
| 249 THORNHILL DR | FORT WORTH | TX | 761152621 | 501(C)(3) | GENERAL OPERATIONS. | $40,000 |
| CHILD ADVOCATES - CASA OF RED RIVER | ||||||
| 808 AUSTIN STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| CHILD CARE INC | ||||||
| 119 EAST WICHITA ST | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $34,000 |
| CHRIST COUNSELING MINISTRY | ||||||
| 1420 TWIN OAKS STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| ALL HANDS CULTURAL COMMUNITY CENTER | ||||||
| 302 TULSA STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| TEXOMA MOTHER & UNBORN BABY CARE INC | ||||||
| 4011 SEYMOUR HIGHWAY | WICHITA FALLS | TX | 76309 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| WICHITA FALLS FAITH MISSION INC | ||||||
| 1300 TRAVIS STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $75,000 |
| THE GENESIS PLACE DBA STRAIGHT STREET | ||||||
| 1100 INDIANA AVENUE | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $46,000 |
| HAPPY HANDS EDUCATION CENTER INC | ||||||
| 8801 SOUTH GARNETT ROAD | BROKEN ARROW | OK | 74012 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| INHERITANCE ADOPTIONS | ||||||
| 1007 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| INTERFAITH MINISTRIES OF WICHITA FALLS INC | ||||||
| 1101 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $15,000 |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | ||||||
| 3509 HULEN STREET SUITE 200 | FORT WORTH | TX | 76107 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| MIDWESTERN STATE UNIVERSITY | ||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | CAPITAL CAMPAIGN. | $800,000 |
| NORTH TEXAS PANTRY | ||||||
| 903 TYLER STREET | WICHITA FALLS | TX | 76307 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| PATSY'S HOUSE CHILDREN'S ADVOCACY CENTER INC | ||||||
| 1411 TENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | ||||||
| 4407 BEE CAVE ROAD | AUSTIN | TX | 78746 | 501(C)(3) | GENERAL OPERATIONS. | $35,000 |
| PROJECT BACK TO SCHOOL | ||||||
| PO BOX 9850 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| RATHGEBER HOSPITALITY HOUSE | ||||||
| 1615 TWELFTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| SENIOR CITIZENS SERVICES OF NORTH TEXAS INC | ||||||
| 1000 BURNETT STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| SOUTHSIDE GIRLS CLUB INC | ||||||
| 1205 MONTGOMERY STREET | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | ||||||
| PO BOX 32 | WICHITA FALLS | TX | 76307 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| THE SALVATION ARMY OF WICHITA FALS TEXAS | ||||||
| 403 SEVENTH STREET | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| UNITED REGIONAL HEALTH CARE FOUNDATION | ||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| UNITED REGIONAL HEALTH CARE FOUNDATION | ||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | SPECIAL PROJECTS-EQUIPMENT. | $225,000 |
| WHISPERS OF HOPE HORSE FARM | ||||||
| 3545 PARKHILLS ROAD | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| WICHITA FALLS AREA COMMUNITY FOUNDATION | ||||||
| 2405 KELL E BLVD 100 | WICHITA FALLS | TX | 76308 | 501(C)(3) | SCHOLARSHIPS. | $237,750 |
| WICHITA FALLS CRIME STOPPERS INC | ||||||
| 610 HOLLIDAY STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| WICHITA FALLS SYMPHONY ORCHESTRA | ||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| YOUNG LIFE WICHITA FALLS | ||||||
| PO BOX 4058 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| HUNDRED CLUB OF WICHITA FALLS | ||||||
| 1400 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | SPECIAL PROJECTS-EQUIPMENT. | $61,400 |
| WICHITA ADULT LITERACY COUNCIL | ||||||
| 2301 KELL EAST BOULEVARD SUITE 217 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| WICHITA CHRISTIAN SCHOOL | ||||||
| 1615 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| WICHITA FALLS INDEPENDENT SCHOOL DISTRICT FOUNDATION | ||||||
| 1104 BROAD STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| WILD BIRD RESCUE INC | ||||||
| 4611 LAKESHORE DRIVE | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| NORTH TEXAS AREA UNITED WAY | ||||||
| 3401-B ARMORY ROAD | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| WICHITA FALLS YOUTH SYMPHONY ORCHESTRA | ||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $9,000 |
| WICHITA FALLS AREA FOOD BANK | ||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $200,000 |
| CHRIST ACADEMY | ||||||
| 5105 STONE LAKE DRIVE | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $40,000 |
| BURKBURNETT BOYS & GIRLS CLUB | ||||||
| 800 COUNTY ROAD | BURKBURNETT | TX | 76354 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| CHILDREN'S AID SOCIETY OF WEST TEXAS INC | ||||||
| 1101 30TH STREET | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | 501(C)(3) | GENERAL OPERATIONS. | $15,000 |
| THE FRIENDLY DOOR INC - MEALS ON WHEELS OF IOWA PARK | ||||||
| 810 NORTH 3RD STREET | IOWA PARK | TX | 76367 | 501(C)(3) | GENERAL OPERATIONS. | $12,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | ||||||
| 4822 KEMP BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $32,000 |
| FIRST STEP OF WICHITA FALLS INC | ||||||
| 624 INDIANA AVENUE SUITE 304 | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $40,000 |
| THE CENTER FOR NONPROFIT MANAGEMENT & LEADERSHIP | ||||||
| 3410 TAFT BOULEVARD DCOBA ROOM 147 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| WICHITA FALLS ISD CAREER EDUCATION CENTER | ||||||
| 500 E HATTON RD | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| WICHITA FALLS INDEPENDENT SCHOOL DISTRICT | ||||||
| 1104 BROAD STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $300,000 |
| BEACON LIGHTHOUSE INC | ||||||
| 300 7TH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $16,100 |
| CHAPARREL BAPTIST ASSEMBLY | ||||||
| 3784 CHURCH CAMP ROAD | IOWA PARK | TX | 76367 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| CHURCH OF THE GOOD SHEPHERD | ||||||
| 1007 BURNETT ST | WICHITA FALLS | TX | 76301 | 501(C)(3) | CAPITAL PROJECT. | $100,000 |
| ENCOUNTER CHURCH | ||||||
| 4822 KEMP BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $100,000 |
| FAIN ELEMENTARY | ||||||
| 1562 NORMAN STREET | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $4,000 |
| GREATER WICHITA FALLS FELLOWSHIP OF CHRISTIAN ATLETES | ||||||
| 3502 MCNIEL AVENUE | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| HABITAT FOR HUMANITY OF WICHITA FALLS INC | ||||||
| 1206 LAMAR | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $35,000 |
| HOPE CENTER MINISTRIES | ||||||
| 132 W GARDEN DRIVE | IOWA PARK | TX | 76367 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| PETS CLINIC | ||||||
| 3001 CENTRAL FREEWAY | WICHITA FALLS | TX | 76306 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| PRESBYTERIAN MANOR | ||||||
| 4600 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $100,000 |
| SOUTHERN GRIT ADVOCACY | ||||||
| PO BOX 4827 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $2,600 |
| VERNON COLLEGE FOUNDATION | ||||||
| 4400 COLLEGE DRIVE | VERNON | TX | 76384 | 501(C)(3) | SCHOLARSHIPS. | $50,000 |
| WICHITA FALLS ALLIANCE FOR ARTS & CULTURE | ||||||
| 1005 9TH STREET STE 102 | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| WICHITA FALLS BALLET THEATRE | ||||||
| 1501 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| WICHITA WEST VOLUNTEER FIRE DEPARTMENT | ||||||
| 7622 SEYMOUR HIGHWAY | WICHITA FALLS | TX | 76310 | 501(C)(3) | CAPITAL PROJECT. | $25,000 |
| YMCA OF WICHITA FALLS | ||||||
| 1010 9TH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $500,000 |
| LEADERSHIP WICHITA FALLS | ||||||
| 2301 KELL EAST BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,191,850 | 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 | $728,353 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,445,483 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$287,048 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,886,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,886,788 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES N MCCOY ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 CEDAR ELM LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,354,453 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,015 | Amt |
| Net Investment Income | $10,008 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,007 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITY SECURITIES | $31,332,404 | $37,790,876 |
| PUBLICLY TRADED EXCHANGE TRADED FUNDS | $76,791,892 | $97,301,162 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,868,637 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $56,703,776 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM EXCHANGE TRADED FUNDS | $176,584 | $301,792 | $301,792 |
| PROCEEDS DUE FROM SECURITIES SALES | $363,251 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $496 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $248 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS L.P. | Desc |
| Revenue And Expenses Per Books | -$13,643 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$13,643 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION SUPERVISION | $17,104 | $8,552 | $8,552 |
| INVESTMENT SUPERVISION | $34,207 | $34,207 | $0 |
| GRANT SUPERVISION | $17,104 | $0 | $17,104 |
| GRANT MANAGEMENT | $220,728 | $0 | $220,728 |