HAZEL & HENRY S GRACE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAZEL & HENRY S GRACE FOUNDATION (EIN 75-1762642)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-01-15
- IRS object ID
- 202510159349100421
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T13:42:52-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752205423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWH GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763077000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751762642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAZEL & HENRY S GRACE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAZE | BusinessNameControlTxt |
| Phone | 9406962424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE GRACE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9406962424 | PhoneNum |
| Signature | 2025-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L LUIG JR CPA | PreparerPersonNm |
| PTIN | P00446182 | PTIN |
| Phone | 9407231471 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $162,636 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,559 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,419 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,760 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $118 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,691 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $332 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $214 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $214 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $197,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $149,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,731 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $200,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $200,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $152,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $200,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $200,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $200,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $152,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $166,467 | $159,874 | $6,593 | $6,593 |
| CAPITAL GAINS DIVIDENDS | P | $1,800 | $1,800 | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,393 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $332 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $332 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $214 | OverpaymentAmt |
| Applied To ES Tax | $214 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9406962424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEE GRACE | ||||||||
| 4303 SHADY LANE | WICHITA FALLS | TX | 76308 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DAN SHORES | ||||||||
| 8427 PONDEROSA | WICHITA FALLS | TX | 76310 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| DANA TAYLOR | ||||||||
| 624 INDIANA AVENUE | WICHITA FALLS | TX | 76307 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| CARLA EDWARDS | ||||||||
| 302 CAMBRIDGE ROAD | HENRIETTA | TX | 76365 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $214 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $193,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $193,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $190,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118 | TotalTaxAmt |
| Distributable Before Adj | $9,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,427 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,192 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,713 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,025 | 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 | $12,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,119 | ExcessFromYear4Amt |
| Excess From Year3 | $47,669 | ExcessFromYear3Amt |
| Excess From Year2 | $49,192 | ExcessFromYear2Amt |
| Excess From Year1 | $43,767 | ExcessFromYear1Amt |
| Excess From Current Year | $46,713 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANA TAYLOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 INDIANA AVENUE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407231471 | RecipientPhoneNum |
| Recipient Email Address | DTAYLOR@MWHPC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIOR TO JULY 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO 501(C)(3) NON-PROFIT ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF WICHITA COUNTY | |||||||
| 1501 MIDWESTERN PKWY 100 | WICHITA FALLS | TX | 76302 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CAMP FIRE | |||||||
| 2414 9TH STREET | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| CHILD ADVOCATES - CASA OF RED RIVER | |||||||
| 808 AUSTIN STREET | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| DOWNTOWN WICHITA FALLS DEVELOPMENT | |||||||
| 709 INDIANA AVE | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| FAITH REFUGE | |||||||
| 710 E HATTON ROAD | WICHITA FALLS | TX | 76302 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 909 10TH STREET | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| GREATER WICHITA FALLS FCA | |||||||
| 3502 MCNIEL AVE | WICHITA FALLS | TX | 76308 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| GRIDIRON HEROES | |||||||
| PO BOX 507 | SCHERTZ | TX | 78154 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| HANDS TO HANDS COMMUNITY FUND | |||||||
| PO BOX 4641 | WICHITA FALLS | TX | 76308 | NONE | PUBLIC CHARITY | OPERATIONS | $3,000 |
| HOSPICE OF WICHITA FALLS | |||||||
| 4909 JOHNSON ROAD | WICHITA FALLS | TX | 76310 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| INTERFAITH MINISTRIES | |||||||
| 1006 11TH STREET | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| KATE BURGESS ELEMENTARY SCHOOL | |||||||
| 3106 MAURINE STREET | WICHITA FALLS | TX | 76306 | NONE | PUBLIC SCHOOL | OPERATIONS | $1,500 |
| KMOC FM 895 | |||||||
| 1040 W WENONAH BLVD | WICHITA FALLS | TX | 76307 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| NORTH TEXAS REHAB CENTER | |||||||
| 1005 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| PROJECT BACK TO SCHOOL | |||||||
| 1104 BROAD | WICHITA FALLS | TX | 76308 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| SOUTHERN GRIT ADVOCACY | |||||||
| PO BOX 4827 | WICHITA FALLS | TX | 76308 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| SOUTHSIDE YOUTH SENTER | |||||||
| 1205 MONTGOMERY STREET | WICHITA FALLS | TX | 76302 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 |
| THE WESLEY FOUNDATION CAMPUS MINISTRY | |||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| WFISD FOUNDATION | |||||||
| 1104 BROAD | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $500 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 |
| WICHITA FALLS CAREER EDUCATION CENTER | |||||||
| 500 E HATTON ROAD | WICHITA FALLS | TX | 76302 | NONE | PUBLIC SCHOOL | OPERATIONS | $5,000 |
| WICHITA FALLS FAITH MISSION | |||||||
| 1300 TRAVIS STREET | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $2,500 |
| WICHITA FALLS YOUTH SYMPHONY ORCHESTRA | |||||||
| 1300 LAMAR | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | 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 | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,688 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,559 | Amt |
| Net Investment Income | $3,419 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,140 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHWESTERN MUTUAL #B40-461814 | StockNm |
| EOY Book Value | $149,973 | EOYBookValueAmt |
| EOYFMV | $159,731 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,760 | Amt |
| Net Investment Income | $2,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $118 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |