AMARILLO BUSINESS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMARILLO BUSINESS FOUNDATION (EIN 75-2859752)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202441369349102494
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:24:41-04:00 | 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 | 752859752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO BUSINESS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMAR | BusinessNameControlTxt |
| Phone | 8063587975 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE ROSS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8066746190 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUISE | PersonFirstNm |
| Person Last | ROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY A SHELDON CPA | PreparerPersonNm |
| PTIN | P00172216 | PTIN |
| Phone | 8063717661 | PhoneNum |
| Preparation | 2024-05-15 | 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 | $4,720,303 | 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 | $15,680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,680 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,680 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $114,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,494 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $114,494 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,039,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,709 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,119 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $233,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,883 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $133,293 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $2,469 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $247 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,469 | PensionEmplBnftAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,445 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,260 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $22,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,684 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $22,684 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $688 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $688 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,375 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $30,476 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $30,476 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,817 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,264 | CashBOYAmt |
| Cash EOY | $7,143 | CashEOYAmt |
| Cash EOYFMV | $7,143 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,644 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,842 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,028 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,028 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $4,379,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,317,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,706,488 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,396,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,331,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,720,303 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,180 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,290 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,290 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,392,568 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,326,843 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,392,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,326,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,396,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,331,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,392,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,725 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,326,843 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,326,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 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 | 2022-07-15 | 2023-05-03 | $83 | $97 | -$14 | -$14 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2023-05-03 | $204 | $238 | -$34 | -$34 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-02-02 | $1,620 | $1,710 | -$90 | -$90 |
| JPMORGAN US VALUE I | P | 2021-11-17 | 2023-11-14 | $4,196 | $4,352 | -$156 | -$156 |
| TIAA-CREF LARGE CAP VALUE LDX INST | P | 2018-08-28 | 2023-11-14 | $1,126 | $1,026 | $100 | $100 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2022-10-06 | 2023-05-03 | $349 | $381 | -$32 | -$32 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-02-25 | 2023-05-03 | $56 | $71 | -$15 | -$15 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-05-03 | $10,479 | $12,509 | -$2,030 | -$2,030 |
| JPMORGAN US VALUE I | P | 2021-11-17 | 2023-02-02 | $38,819 | $39,111 | -$292 | -$292 |
| VANGUARD MID CAP INDEX ADM | P | 2014-12-15 | 2023-02-02 | $8,771 | $4,633 | $4,138 | $4,138 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $9,294 | $11,744 | -$2,450 | -$2,450 |
| DFA LARGE CAP INTERNATIONAL I USD | P | 2023-07-10 | 2023-11-14 | $299 | $300 | -$1 | -$1 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2023-05-03 | $1,403 | $1,674 | -$271 | -$271 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2023-11-14 | $3,126 | $2,705 | $421 | $421 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2022-10-06 | 2023-03-06 | $244,108 | $244,108 | ||
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-02-02 | $631 | $670 | -$39 | -$39 |
| DODGE & COX INCOME FUND 147 | P | 2015-02-06 | 2023-11-14 | $494 | $567 | -$73 | -$73 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2022-02-25 | 2023-05-03 | $1,067 | $1,330 | -$263 | -$263 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2023-07-10 | $29,082 | $25,157 | $3,925 | $3,925 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2022-10-06 | 2023-02-02 | $13,659 | $13,659 | ||
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $993 | $1,255 | -$262 | -$262 |
| DODGE & COX INCOME FUND 147 | P | 2015-02-06 | 2023-02-02 | $18,378 | $20,006 | -$1,628 | -$1,628 |
| ISHARES CYBERSECURITY & TECH | P | 2022-07-15 | 2023-05-03 | $157 | $172 | -$15 | -$15 |
| SPROTT URANIUM MINERS ETF | P | 2022-07-15 | 2023-05-03 | $725 | $721 | $4 | $4 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $14,470 | $14,470 | ||
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2023-05-03 | $219 | $277 | -$58 | -$58 |
| DODGE & COX INCOME FUND 147 | P | 2015-06-15 | 2023-11-14 | $6,155 | $6,979 | -$824 | -$824 |
| ISHARES CYBERSECURITY & TECH | P | 2023-02-02 | 2023-05-03 | $721 | $793 | -$72 | -$72 |
| SPROTT URANIUM MINERS ETF | P | 2021-03-30 | 2023-05-03 | $3,198 | $3,034 | $164 | $164 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $23,065 | $23,065 | ||
| AMPLIFY LITHIUM & BATTERY TECH | P | 2022-02-25 | 2023-05-03 | $2,473 | $3,416 | -$943 | -$943 |
| FEDERATED TOTAL RETURN BD-IN | P | 2015-02-06 | 2023-02-02 | $8,305 | $9,422 | -$1,117 | -$1,117 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2023-05-03 | $12,002 | $13,936 | -$1,934 | -$1,934 |
| SPROTT URANIUM MINERS ETF | P | 2021-03-30 | 2023-05-03 | $3,232 | $3,066 | $166 | $166 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $12,519 | $12,519 | ||
| BAIRD AGGREGATE BOND INST | P | 2016-03-23 | 2023-02-02 | $16,608 | $18,039 | -$1,431 | -$1,431 |
| FEDERATED TOTAL RETURN BD-IN | P | 2015-02-06 | 2023-11-14 | $3,493 | $4,234 | -$741 | -$741 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2023-05-03 | $632 | $733 | -$101 | -$101 |
| SPROTT URANIUM MINERS ETF | P | 2021-03-30 | 2023-02-02 | $468 | $351 | $117 | $117 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $14,197 | $14,197 | ||
| BAIRD AGGREGATE BOND INST | P | 2016-06-15 | 2023-11-14 | $9,525 | $11,142 | -$1,617 | -$1,617 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-07-10 | $2,252 | $1,166 | $1,086 | $1,086 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2023-05-03 | $64 | $74 | -$10 | -$10 |
| SPROTT URANIUM MINERS ETF | P | 2021-07-16 | 2023-05-03 | $447 | $417 | $30 | $30 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $14,845 | $14,845 | ||
| BAIRD AGGREGATE BOND INST | P | 2016-06-15 | 2023-02-02 | $10,786 | $11,920 | -$1,134 | -$1,134 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-02-02 | $95,253 | $52,022 | $43,231 | $43,231 |
| ISHARES CYBERSECURITY & TECH | P | 2022-02-25 | 2023-05-03 | $1,270 | $1,565 | -$295 | -$295 |
| SPROTT URANIUM MINERS ETF | P | 2022-02-25 | 2023-05-03 | $4,917 | $5,932 | -$1,015 | -$1,015 |
| VANGUARD MONEY MARKET RESERVE FUND | P | 2023-05-04 | 2023-07-03 | $13,411 | $13,411 | ||
| BAIRD AGGREGATE BOND INST | P | 2016-09-15 | 2023-11-14 | $979 | $1,148 | -$169 | -$169 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2023-11-14 | $24,972 | $12,659 | $12,313 | $12,313 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-03-30 | 2023-02-02 | $1,042 | $1,176 | -$134 | -$134 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-07-10 | $12,731 | $8,749 | $3,982 | $3,982 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-06-15 | 2023-02-02 | $36,697 | $20,131 | $16,566 | $16,566 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-07-15 | 2023-05-03 | $455 | $493 | -$38 | -$38 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-07-10 | $10,884 | $9,186 | $1,698 | $1,698 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-03-30 | 2023-05-03 | $19,592 | $25,357 | -$5,765 | -$5,765 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2023-11-14 | $10,534 | $6,853 | $3,681 | $3,681 |
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2023-02-02 | $5,068 | $4,497 | $571 | $571 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2022-10-06 | 2023-05-03 | $258 | $259 | -$1 | -$1 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-02-02 | $13,400 | $12,691 | $709 | $709 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-07-16 | 2023-05-03 | $2,655 | $3,232 | -$577 | -$577 |
| TIAA-CREF LARGE CAP GROWTH LDX INST | P | 2019-04-10 | 2023-02-02 | $12,587 | $9,786 | $2,801 | $2,801 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2023-05-03 | $13,224 | $15,448 | -$2,224 | -$2,224 |
| FIDELITY LARGE CAP GROWTH ENHANCED | P | 2022-07-15 | 2023-11-07 | $147,728 | $122,920 | $24,808 | $24,808 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2022-02-25 | 2023-05-03 | $818 | $877 | -$59 | -$59 |
| TIAA-CREF LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2023-02-02 | $34,302 | $30,212 | $4,090 | $4,090 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2023-02-02 | $1,175 | $1,200 | -$25 | -$25 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2022-07-15 | 2023-05-03 | $1,521 | $1,508 | $13 | $13 |
| JPMORGAN GROWTH ADVANTAGE I | P | 2023-11-08 | 2023-11-14 | $9,059 | $8,762 | $297 | $297 |
| TIAA-CREF LARGE CAP VALUE LDX INST | P | 2018-08-28 | 2023-07-10 | $9,975 | $8,940 | $1,035 | $1,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,709 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,119 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,870 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,870 | SubtotalAmt |
| Tax Based On Investment Income | $2,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,028 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,028 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,842 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & SHELDON PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063717661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 TAYLOR ST SUITE 200 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM T WARE | ||||||||
| PO BOX 1 | AMARILLO | TX | 79105 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BENJAMIN WHITTENBURG | ||||||||
| 600 S TYLER SUITE 101 | AMARILLO | TX | 79101 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| GEORGE RAFFKIND | ||||||||
| 2205 S GEORGIA | AMARILLLO | TX | 79109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANDREW MITCHELL | ||||||||
| 1201 S TAYLOR | AMARILLO | TX | 79101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MIKE HUGHES | ||||||||
| 2501 LAKEVIEW | AMARILLO | TX | 79109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOUISE ROSS | ||||||||
| 2808 S BOWIE | AMARILLO | TX | 79109 | EXECUTIVE DI | 30.00 | $32,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,413,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,571,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,571,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,502,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,870 | TotalTaxAmt |
| Distributable Before Adj | $222,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $222,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $222,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $236,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,344 | UndistributedIncomePYAmt |
| Qualifying Distributions | $236,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,344 | AppliedToYear1Amt |
| Applied To Current Year | $456 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $221,803 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMARILLO BUSINESS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 389 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063587975 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS ARE CONTRIBUTED TO ORGANIZATIONS FOR THE PURPOSE OF IMPROVING OR CONSTRUCTING BUILDINGS IN POTTER AND RANDALL COUNTY THAT IMPROVE THE GREATER AMARILLO AREA. FUNDS ARE ALSO PROVIDED FOR AREA SCHOLARSHIP PROGRAMS AND GENERAL CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 7 STAR HORSE THERAPY | ||||||||
| PO BOX 50655 | AMARILLO | TX | 79159 | N/A | 501C3 | THERAPEUTIC RIDING/EQUINE THERAPY | $20,000 | |
| AMARILLO COLLEGE FOUNDATION | ||||||||
| PO BOX 447 | AMARILLO | TX | 79178 | N/A | 501C3 | BLACK BOX THEATER LIGHTING | $25,000 | |
| BUFFALO COUNCIL | ||||||||
| 619 S TYLER STE 100 | AMARILLO | TX | 79101 | N/A | 501C3 | PURCHASE OF BUILDING | $50,000 | |
| DON HARRINGTON DISCOVERY CENTER | ||||||||
| 1200 STREIT DRIVE | AMARILLO | TX | 79106 | N/A | 501C3 | MEZZANINE CLASSROOM | $15,000 | |
| FRIENDS OF AJ SWOPE | ||||||||
| 2112 S TRAVIS | AMARILLO | TX | 79109 | N/A | 501C3 | TX PANHANDLE FIRST RESPONDERS MEMORI | $5,000 | |
| GOLDEN SPREAD COUNCIL BOY SCOUTS | ||||||||
| 401 TASCOSA ROAD | AMARILLO | TX | 79124 | N/A | 501C3 | STEM AFTER-SCHOOL PROGRAM | $5,000 | OF AMERICA |
| KIDS INC | ||||||||
| 2201 E 27TH ST | AMARILLO | TX | 79103 | N/A | 501C3 | ROCKROSE SPORTS PARK | $50,000 | |
| MARTHA'S HOME | ||||||||
| 1204 SW 18TH AVE | AMARILLO | TX | 79102 | N/A | 501C3 | PORTABLE BUILDING COMPUTER LAB | $21,800 | |
| OPPORTUNITY SCHOOL | ||||||||
| 1100 S HARRISON | AMARILLO | TX | 79101 | N/A | 501C3 | OUTDOOR CLASSROOM | $25,000 | |
| PETS CLINIC OF AMARILLO | ||||||||
| 2500 SW 6TH | AMARILLO | TX | 79106 | N/A | 501C3 | CONSTRUCTION OF CLINIC | $5,000 | |
| UNITED WAY OF AMARILLO AND CANYON | ||||||||
| 2207 LINE AVE | AMARILLO | TX | 79106 | N/A | 501C3 | CAMPAIGN CONTRIBUTION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,680 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,883 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME - ALLOWS FOUNDATION TO PROVIDE FUNDS TO CHARITABLE ORGANIZATION'S FOR BUILDING PURPOSES AND OTHER EXEMPT PURPOSES IN THE POTTER AND RANDALL COUNTY AREA. THE FOUNDATION ALSO PROVIDES FUNDS TO AREA SCHOLARSHIPS AND THE UNITED WAY OF AMARILLO AND CANYON. | RelationshipStatementTxt |
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 | $3,260 | Amt |
| Net Investment Income | $2,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,260 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANB ASSET MANAGEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,317,318 | BookValueAmt |
| EOYFMV | $4,706,488 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,375 | $1,375 | $1,375 |
| BOX RENT | $332 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $4,180 | BOYBookValueAmt |
| EOY Book Value | $4,290 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,684 | Amt |
| Net Investment Income | $22,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,684 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $688 | Amt |
| Net Investment Income | $688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $688 | AdjustedNetIncomeAmt |