MAYNARD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAYNARD FOUNDATION (EIN 75-6056417)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-25
- IRS object ID
- 202441169349100034
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T14:29:59-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853890541 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMMS CPAS & ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE STE 600 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756056417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYNARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYN | BusinessNameControlTxt |
| Phone | 8063747872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA MAYNARD | PersonNm |
| Person Title | PRES/SEC/TREASURER | PersonTitleTxt |
| Phone | 8063747872 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | MAYNARD | 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 | GARY D MITCHELL | PreparerPersonNm |
| PTIN | P00005725 | PTIN |
| Phone | 8063736661 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $355,090 | 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 | $2,598 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,600 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,065 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,737 | CashBOYAmt |
| Cash EOY | $12,717 | CashEOYAmt |
| Cash EOYFMV | $12,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,349 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $98,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,006 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $235,730 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $195,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $174,018 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $351,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $355,090 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $351,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $319,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $351,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $351,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $351,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,550 | OtherIncreasesAmt |
| Subtotal | $319,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $319,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ORACLE CORP SR GLBL NT 3.25% | P | 2016-11-02 | 2023-11-17 | $8,595 | $10,236 | -$1,641 | -$1,641 |
| AUSTIN TX COMM COLLEGE 3.559% | P | 2016-12-07 | 2023-11-17 | $8,627 | $9,933 | -$1,306 | -$1,306 |
| TEXAS A&M UNIV REV 4.00% | P | 2015-07-06 | 2023-11-17 | $18,570 | $20,151 | -$1,581 | -$1,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,528 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105 | OverpaymentAmt |
| Applied To ES Tax | $105 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | VIRGINIA MAYNARD | IndividualWithBooksNm |
| Phone | 8063747872 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | PRES./SEC./TREASURER | 1.00 | $0 | $0 | $0 |
| TOM MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARTHA MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | DIRECTOR | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - ORGANIZATION IS A GRANT MAKING ENTITY ONLY. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $374,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $386,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $386,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $380,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $18,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,155 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,882 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,516 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,970 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,155 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,312 | ExcessFromYear4Amt |
| Excess From Year3 | $9,882 | ExcessFromYear3Amt |
| Excess From Year2 | $9,516 | ExcessFromYear2Amt |
| Excess From Year1 | $17,995 | ExcessFromYear1Amt |
| Excess From Current Year | $20,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGINIA MAYNARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063743063 | RecipientPhoneNum |
| Form And Info And Materials | A STANDARD FORM WITH LETTERHEAD, DESCRIPTION OF ACTIVITIES, MAJOR CONTRIBUTIONS AND PRIOR FINANCIAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31, EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY, THE SOUTHWEST AREA OF THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO AREA FOUNDATION | |||||||
| 801 S FILLMORE STE 700 | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,250 |
| AMARILLO CHILDREN'S HOME | |||||||
| 3400 S BOWIE | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO COLLEGE FOUNDATION | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | OPERATIONS | $2,000 |
| AMARILLO MUSEUM OF ART | |||||||
| 2200 S VAN BUREN | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $500 |
| AMARILLO OPERA | |||||||
| 2223 S VAN BUREN | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $1,500 |
| AMARILLO SYMPHONY | |||||||
| PO BOX 2586 | AMARILLO | TX | 79105 | NONE | PC | OPERATIONS | $1,500 |
| CAL FARLEY'S BOYS RANCH | |||||||
| 600 SW 11TH ST | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $2,000 |
| CITY CHURCH OUTREACH MINISTRY | |||||||
| 205 S POLK ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MONROE | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,000 |
| EVELINE RIVERS SUNSHINE COTTAGE | |||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | NONE | PC | OPERATIONS | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1118 S HARRISON ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $4,000 |
| HEAL THE CITY | |||||||
| 604 S TENNESSEE | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $1,000 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 S ROSS | AMARILLO | TX | 79120 | NONE | PC | OPERATIONS | $500 |
| KAPPA KAPPA GAMMA FOUNDATION | |||||||
| 6640 RIVERSIDE DR | DUBLIN | OH | 43017 | NONE | PC | OPERATIONS | $500 |
| MD ANDERSON-MANTLE CELL LYMPITOMA R | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | OPERATIONS | $1,000 |
| MEALS ON WHEELS OF AMARILLO | |||||||
| 219 W 7TH AVE | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $500 |
| NEW TRIBES MISSION INC | |||||||
| 1000 EAST FIRST ST | SANFORD | FL | 32771 | NONE | PC | OPERATIONS | $500 |
| OPPORTUNITY SCHOOL | |||||||
| 1100 S HARRISON ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,600 |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 FOURTH AVE | CANYON | TX | 79015 | NONE | PC | OPERATIONS | $500 |
| SALVATION ARMY | |||||||
| PO BOX 2490 | AMARILLO | TX | 79105 | NONE | PC | OPERATIONS | $1,000 |
| SAMARITAN'S PURSE INTL RELIEF | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | OPERATIONS | $1,100 |
| SHARING HOPE MINISTRY | |||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | NONE | PC | OPERATIONS | $1,000 |
| SPECIAL OLYMPICS - WEST REGION | |||||||
| PO BOX 143806 | AMARILLO | TX | 78714 | NONE | PC | OPERATIONS | $500 |
| TEXAS PANHANDLE WAR MEMORIAL | |||||||
| 4111 S GEORGIA | AMARILLO | TX | 79110 | NONE | PC | OPERATIONS | $1,000 |
| UNITED WAY | |||||||
| 2207 LINE AVE | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | OPERATIONS | $500 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | OPERATIONS | $5,000 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION-GOD LOVES YOU TOURS | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | PC | OPERATIONS | $1,000 |
| PANHANDLE PBS | |||||||
| 2408 S JACKSON | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $100 |
| CHRISTIAN RELIEF FUND | |||||||
| PO BOX 19670 | AMARILLO | TX | 79114 | NONE | PC | OPERATIONS | $500 |
| NATIONAL POLICE ASSOCATION | |||||||
| PO BOX 1427 | STAFFORD | TX | 77497 | NONE | PC | OPERATIONS | $100 |
| POLK STREET METHODIST CHURCH | |||||||
| 1401 S POLK ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $100 |
| TEXAS TECH UNIV HEALTH SCIENCES CENTER-LAURA BUSH INSTITUTE WOMEN HEALTH | |||||||
| 5920 FOREST PARK ROAD | DALLAS | TX | 75235 | NONE | PC | OPERATIONS | $1,000 |
| TEXAS DPS TROOPERS FOUNDATION | |||||||
| 5821 AIRPORT BLVD | AUSTIN | TX | 78752 | NONE | PC | OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | 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 | $2,598 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,679 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,759 | 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 | CMMS PLLC | CategoryTxt |
| Amt | $3,550 | Amt |
| Net Investment Income | $2,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,065 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUKE ENERGY CORP MTN 3.2% (25,000) | $25,000 | $23,849 |
| ISHARES CORES US AGGR BD ETF (774) | $86,388 | $74,505 |
| SPDR PORTFOLIO INT TERM CORP BD (2,352) | $84,022 | $75,664 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC. (375) | $8,665 | $6,214 |
| ALTRIA GROUP (150) | $5,400 | $6,306 |
| APPLE INC (50) | $1,222 | $9,498 |
| CHEVRON CORPORATION (40) | $3,048 | $5,744 |
| CISCO SYSTEM INC (155) | $3,820 | $7,499 |
| COCA COLA CO (135) | $5,000 | $7,889 |
| DUKE ENERGY CORP (75) | $5,088 | $6,921 |
| ENBRIDGE INC (175) | $5,392 | $6,102 |
| GENERAL MILLS INC (90) | $4,606 | $5,729 |
| HOME DEPOT INC (25) | $3,497 | $7,837 |
| INTEL CORP (240) | $5,738 | $10,728 |
| JOHNSON & JOHNSON (50) | $5,681 | $7,733 |
| KIMBERLY CLARK CORP (55) | $4,739 | $6,805 |
| LOCKHEED MARTIN CORP (20) | $5,220 | $8,955 |
| MCDONALDS CORP (25) | $2,900 | $7,046 |
| NUCOR CORP (50) | $2,671 | $8,499 |
| PAYCHEX INC COM (60) | $2,782 | $7,318 |
| SOUTHERN CO (105) | $5,288 | $7,453 |
| VANGUARD FTSE ALL WORLD EX US INDEX FUND (285) | $14,347 | $15,487 |
| WELLS FARGO & COMPANY (140) | $3,494 | $6,243 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT-FEES PAID FROM OUTSIDE ACCOUNT | Desc |
| Amt | $3,550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAPPY STATE BANK | CategoryTxt |
| Amt | $3,225 | Amt |
| Net Investment Income | $3,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $45 | Amt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |