NED O AND LINDA MILLER CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NED O AND LINDA MILLER CHARITABLE TRUST (EIN 75-6359868)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349101503
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:35:50-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463602660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & SHELDON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 509 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050509 | 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 | 756359868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NED O AND LINDA MILLER CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEDO | BusinessNameControlTxt |
| Phone | 8063788341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8063788341 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEE ANN | PersonFirstNm |
| Person Last | MANIRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W BLANKENSHIP CPA | PreparerPersonNm |
| PTIN | P00172630 | PTIN |
| Phone | 8063717661 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| 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 | $1,063,597 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,808 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,808 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,336 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,336 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,381 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,381 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $11,381 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $525 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,381 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,381 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,600 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $7 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $28,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,788 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,277 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,277 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,277 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $475,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $416,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $534,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $456,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,215 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $458,017 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,243 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $960,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,597 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $644 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,371 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,371 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $994,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $994,261 | CapitalStockEOYAmt |
| Retained Earning BOY | -$34,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$49,910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $959,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $944,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $960,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $944,351 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $944,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMPLIFY LITHIUM & BATTERY TECH | P | 2023-02-02 | 2023-05-03 | $14 | $17 | -$3 | -$3 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $86 | $108 | -$22 | -$22 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-12-21 | 2023-06-01 | $2,584 | $1,818 | $766 | $766 |
| JPMORGAN US VALUE I | P | 2021-11-17 | 2023-02-02 | $5,916 | $5,960 | -$44 | -$44 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2022-10-06 | 2023-02-02 | $600 | $600 | ||
| SPROTT URANIUM MINERS ETF | P | 2023-02-02 | 2023-05-03 | $41 | $52 | -$11 | -$11 |
| VANGUARD MID CAP INDEX ADM | P | 2014-12-15 | 2023-06-01 | $1,826 | $1,060 | $766 | $766 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-11-14 | $1,657 | $1,078 | $579 | $579 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-07-10 | $2,396 | $2,022 | $374 | $374 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-11-07 | $31,303 | $26,046 | $5,257 | $5,257 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2023-02-02 | 2023-05-03 | $27 | $31 | -$4 | -$4 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2022-07-15 | 2023-05-03 | $102 | $119 | -$17 | -$17 |
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2023-06-01 | $1,181 | $1,126 | $55 | $55 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2023-05-03 | $2,801 | $3,271 | -$470 | -$470 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-06-01 | $1,132 | $1,132 | ||
| VANGUARD MID CAP INDEX ADM | P | 2014-12-15 | 2023-02-02 | $436 | $230 | $206 | $206 |
| SPROTT URANIUM MINERS ETF | P | 2022-07-15 | 2023-05-03 | $261 | $260 | $1 | $1 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-02-02 | $1,495 | $1,162 | $333 | $333 |
| TIAA-CREF LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2023-07-10 | $2,293 | $2,055 | $238 | $238 |
| BAIRD AGGREGATE BOND INST | P | 2015-02-06 | 2023-06-01 | $11,271 | $12,624 | -$1,353 | -$1,353 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-10-06 | 2023-05-03 | $66 | $66 | ||
| ISHARES CYBERSECURITY & TECH | P | 2023-02-02 | 2023-05-03 | $294 | $323 | -$29 | -$29 |
| SPROTT URANIUM MINERS ETF | P | 2022-02-25 | 2023-05-03 | $1,190 | $1,436 | -$246 | -$246 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-02-02 | $15,258 | $8,333 | $6,925 | $6,925 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $2,054 | $2,054 | ||
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-02-02 | $61 | $64 | -$3 | -$3 |
| ISHARES CYBERSECURITY & TECH | P | 2022-02-25 | 2023-05-03 | $402 | $496 | -$94 | -$94 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-06-01 | $1,833 | $1,316 | $517 | $517 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-05-03 | $2,475 | $2,955 | -$480 | -$480 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $2,812 | $2,812 | ||
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2023-02-02 | $100 | $102 | -$2 | -$2 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-12-21 | 2023-02-02 | $1,271 | $794 | $477 | $477 |
| JPMORGAN GROWTH ADVANTAGE I | P | 2023-11-08 | 2023-11-14 | $1,345 | $1,301 | $44 | $44 |
| FEDERATED TOTAL RETURN BD-IN | P | 2013-09-17 | 2023-06-01 | $1,261 | $1,437 | -$176 | -$176 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $3,011 | $3,011 | ||
| ISHARES CYBERSECURITY & TECH | P | 2022-07-15 | 2023-05-03 | $116 | $127 | -$11 | -$11 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $173 | $218 | -$45 | -$45 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-06-15 | 2023-02-02 | $4,539 | $2,490 | $2,049 | $2,049 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2023-06-01 | $3,219 | $2,813 | $406 | $406 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $3,246 | $3,246 | ||
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2023-02-02 | $166 | $147 | $19 | $19 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2022-02-25 | 2023-05-03 | $357 | $445 | -$88 | -$88 |
| JPMORGAN US VALUE I | P | 2021-11-17 | 2023-06-01 | $3,163 | $3,381 | -$218 | -$218 |
| TIAA-CREF LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2023-06-01 | $3,317 | $3,134 | $183 | $183 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $3,330 | $3,330 | ||
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-02-25 | 2023-05-03 | $138 | $175 | -$37 | -$37 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-11-14 | $2,798 | $1,419 | $1,379 | $1,379 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-06-01 | $7,389 | $3,986 | $3,403 | $3,403 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $1,906 | $2,409 | -$503 | -$503 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $5,180 | $5,180 | ||
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2023-05-03 | $165 | $191 | -$26 | -$26 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2022-07-15 | 2023-05-03 | $413 | $410 | $3 | $3 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2022-02-25 | 2023-05-03 | $648 | $895 | -$247 | -$247 |
| TIAA-CREF LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2023-02-02 | $4,803 | $4,231 | $572 | $572 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2022-10-06 | 2023-03-06 | $54,859 | $54,859 | ||
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-02-02 | $134 | $142 | -$8 | -$8 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-07-16 | 2023-05-03 | $355 | $433 | -$78 | -$78 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-07-10 | $2,782 | $1,912 | $870 | $870 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-03-30 | 2023-05-03 | $4,375 | $5,662 | -$1,287 | -$1,287 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-07-10 | $845 | $437 | $408 | $408 |
| SPROTT URANIUM MINERS ETF | P | 2021-03-30 | 2023-05-03 | $642 | $610 | $32 | $32 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-02-02 | $1,670 | $1,581 | $89 | $89 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2023-07-10 | $6,373 | $5,513 | $860 | $860 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-07-15 | 2023-05-03 | $182 | $197 | -$15 | -$15 |
| SPROTT URANIUM MINERS ETF | P | 2021-03-30 | 2023-05-03 | $677 | $642 | $35 | $35 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-06-01 | $1,814 | $1,596 | $218 | $218 |
| DODGE & COX INCOME FUND 147 | P | 2013-12-17 | 2023-06-01 | $5,643 | $6,191 | -$548 | -$548 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2022-10-06 | 2023-05-03 | $83 | $90 | -$7 | -$7 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2022-02-25 | 2023-05-03 | $423 | $454 | -$31 | -$31 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2023-05-03 | $2,353 | $2,732 | -$379 | -$379 |
| FEDERATED TOTAL RETURN BD-IN | P | 2013-03-04 | 2023-06-01 | $4,366 | $5,201 | -$835 | -$835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $706 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $648 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $648 | SubtotalAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,215 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,215 | TotalPaymentsAndCreditsAmt |
| Overpayment | $567 | OverpaymentAmt |
| Applied To ES Tax | $567 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO NATIONAL BANK TRUST DEPT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063788000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO NATIONAL BANK | BusinessNameLine1Txt |
| Business Name Line2 | ATTN LEEANN MANIRE | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,381 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE DISTRIBUTIONS OF 60,500 TO VARIOUS TAX-EXEMPT ORGANIZATIONS IN THE AMARILLO, TEXAS AREA DURING THE YEAR. | Description1Txt |
| Expenses1 | $60,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,009,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,033,842 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,033,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,018,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $648 | TotalTaxAmt |
| Distributable Before Adj | $50,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,045 | UndistributedIncomePYAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,045 | AppliedToYear1Amt |
| Applied To Current Year | $44,455 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,814 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMARILLO NATIONAL BANK TRUST DEPT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN LEE ANN MANIRE | AddressLine1Txt |
| Address Line2 | PO BOX 1 | AddressLine2Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063788335 | RecipientPhoneNum |
| Recipient Email Address | LEEANN.MANIRE@ANB.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS CAN BE EMAILED AS PDF OR MAILED. THE IRS DETERMINATION LETTER SHOULD BE INCLUDED WITH THE GRANT REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE FOR SUBMISSION IS APRIL 30TH EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE CONSIDERED FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES OR INSTITUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS COMMUNITY | |||||||
| 202 S LOUISIANA | AMARILLO | TX | 79106 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| ADVO HOPE TO OPPORTUNITIES FOUNDATI | |||||||
| 5241 S WASHINGTON | AMARILLO | TX | 79110 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| AMARILLO AREA CASA | |||||||
| 112 SW 8TH AVE 101 | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| AMARILLO CHILDREN'S HOME | |||||||
| 3400 BOWIE ST | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $3,000 |
| AMARILLO SENIOR CITIZENS ASSOCATION | |||||||
| 1311 N TAYLOR ST | AMARILLO | TX | 79107 | N/A | 501C3 | PROGRAM SUPPORT | $3,000 |
| AMARILLO WESLEY COMMUNITY CENTER | |||||||
| 1615 S ROBERTS ST | AMARILLO | TX | 79102 | N/A | 501C3 | PROGRAM SUPPORT | $2,000 |
| ANOTHER CHANCE HOUSE | |||||||
| 209 S JACKSON | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF AMARILLO | |||||||
| 1923 S LINCOLN ST | AMARILLO | TX | 79109 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| BUCKNER CHILDREN AND FAMILY SERVICE | |||||||
| 1615 S TYLER ST 119 | AMARILLO | TX | 79102 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| CETA CANYON | |||||||
| 27201 FM 1721 | HAPPY | TX | 79042 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MONROE | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $5,000 |
| EASTRIDGE MISSION CENTER | |||||||
| 1300 EVERGREEN | AMARILLO | TX | 79107 | N/A | 501C3 | PROGRAM SUPPORT | $2,000 |
| FAMILY SUPPORT SERVICES | |||||||
| 1001 S POLK ST | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $3,500 |
| GUYON SAUNDERS RESOURCE CENTER | |||||||
| 200 S TYLER ST | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 2700 S WILSON | AMARILLO | TX | 79103 | N/A | 501C3 | PROGRAM SUPPORT | $2,000 |
| HIGH PLAINS CHILDRENS HOME | |||||||
| 11461 S WESTERN ST | AMARILLO | TX | 79120 | N/A | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 ROSS ST | AMARILLO | TX | 79102 | N/A | 501C3 | PROGRAM SUPPORT | $2,500 |
| MEALS ON WHEELS | |||||||
| 7550 OUTLOOK DR | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $2,000 |
| PANHANDLE ADULT REBUILDING CENTER | |||||||
| 413 6TH AVE | AMARILLO | TX | 79101 | N/A | 501C3 | PROGRAM SUPPORT | $3,000 |
| PRISONER RE-ENTRY PROGRAM (PREP) | |||||||
| 9100 S GEORGIA | AMARILLO | TX | 79118 | N/A | GOVT | PROGRAM SUPPORT | $4,000 |
| ST ANDREWS EPISCOPAL SCHOOL | |||||||
| 1515 S GEORGIA ST | AMARILLO | TX | 79102 | N/A | 501C3 | PROGRAM SUPPORT | $1,500 |
| THE BRIDGE | |||||||
| 804 QUAIL CREEK DR | AMARILLO | TX | 79124 | N/A | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,808 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,530 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,980 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,350 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERM-TERM | $446,801 | $403,796 |
| US GOVERNMENT NOTES | $53,414 | $54,221 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LARG CAP BLEND | $78,653 | $142,115 |
| LARGE CAP GROWTH | $52,728 | $64,852 |
| LARGE CAP VALUE | $112,031 | $122,663 |
| SMALL & MID CAP BLEND | $79,255 | $102,421 |
| SMALL & MID CAP GROWTH | $23,573 | $27,804 |
| INTL FOREIGN | $70,190 | $74,417 |
| THEMED ETF EQUITY | ||
| LIQUID ASSETS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERAL INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5 | BookValueAmt |
| EOYFMV | $41,243 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OIL & GAS DEDUCTIONS | $525 | $525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $10,336 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,336 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | ||
| INCOME TAXES | ||
| FOREIGN TAXES PAID | $148 | $148 |