THE BUDDY BOSTICK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BUDDY BOSTICK FOUNDATION (EIN 81-0823336)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202412119349100026
- Schema version
- 2023v5.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T16:23:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742533381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNES REITMEIER BOYD & THERRELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 BOSQUE BLVD STE 600 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767104459 | 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 | 810823336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUDDY BOSTICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDD | BusinessNameControlTxt |
| Phone | 2547415990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7111 BOSQUE BLVD SUITE 304 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICA GOHLKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2547415990 | PhoneNum |
| Signature | 2024-07-25 | 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 | MISTI JOHNSTON | PreparerPersonNm |
| PTIN | P01310921 | PTIN |
| Phone | 2547764190 | PhoneNum |
| Preparation | 2024-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,619,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $234,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $483,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,421 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,148 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $538,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $538,704 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,720 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,682 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $841 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $841 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $128,389 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,613 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,613 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $621,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $489,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,905 | CashBOYAmt |
| Cash EOY | -$90,819 | CashEOYAmt |
| Cash EOYFMV | -$90,819 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,174 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,471,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,508,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,446,269 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $262,861 | OtherAssetsBOYAmt |
| Other Assets EOY | $279,892 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $261,366 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,781,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,701,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,619,990 | 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 | $11,781,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,701,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,781,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,701,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,781,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,701,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,781,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,416 | OtherIncreasesAmt |
| Subtotal | $11,701,159 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,701,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LT EDWARD JONES CAPITAL LOSS -4511 | $250,000 | $209,783 | $40,217 | $40,217 | |
| CAPITAL GAINS DIVIDENDS | $233,204 | $233,204 | $233,204 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,421 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,095 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,595 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $142 | EsPenaltyAmt |
| Overpayment | $1,652 | OverpaymentAmt |
| Applied To ES Tax | $1,652 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PATRICIA GOHLKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2547415990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W STATE HIGHWAY 6 SUITE 210 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76712 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA GOHLKE | ||||||||
| 205 HIGH BRIDGE RD | CRAWFORD | TX | 76638 | PRESIDENT | 0.50 | $52,700 | $0 | $0 |
| WILLARD STILL | ||||||||
| 427 WOODFALL DR | WOODWAY | TX | 76712 | ASST TREASURER | 0.50 | $33,500 | $0 | $0 |
| WESLEY AUSTIN | ||||||||
| 6208 N MONTICELLO DR | CLEBURNE | TX | 76033 | TREASURER | 0.50 | $33,500 | $0 | $0 |
| LESA WILLIAMS | ||||||||
| 1323 N YEGUA RIVER CIRCLE | SUGARLAND | TX | 77478 | SECRETARY | 0.50 | $33,500 | $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 | $11,698,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,366 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,980,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,980,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,800,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $590,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $590,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,801 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,692 | IncomeTaxAmt |
| Total Tax | $12,493 | TotalTaxAmt |
| Distributable Before Adj | $577,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $577,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $577,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $548,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $577,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $464,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $464,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,441 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $494,087 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA GOHLKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W STATE HIGHWAY 6 SUITE 210 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2547415990 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER FROM THE REQUESTING ORGANIZATION STATING THE NEED, PLANNED USE AND AMOUNT OF FUNDS REQUIRED. THE ORGANIZATION SHOULD INCLUDE A COPY OF THEIR TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND A COPY OF THEIR MOST RECENT FINANCIAL STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1) ORGANIZATION MUST BE TAX-EXEMPT UNDER CODE SEC 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| FINANCIAL AID OFFICEACU BOX 29007 | ABILENE | TX | 796999007 | PC | SCHOLARSHIP | $500 | |
| AMARILLO COLLEGE | |||||||
| FINANCIAL AID OFFICE2211 S | AMARILLO | TX | 79109 | PC | SCHOLARSHIP | $500 | WASHINGTON ST |
| ANGELO STATE UNIVERSITY | |||||||
| HARDEMAN STUDENT SERVICES CENTER | SAN ANGELO | TX | 76909 | PC | SCHOLARSHIP | $2,500 | 200 AS STATION 10898 |
| ARIZONA UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS FIN AID | TUSCON | AZ | 857210066 | PC | SCHOLARSHIP | $1,000 | ADMIN BUILDING RM 208 |
| ARKANSAS TECH UNIVERSITY | |||||||
| ADMIN BUILDING RM 208 | RUSSELLVILLE | AR | 72801 | PC | SCHOLARSHIP | $3,000 | |
| AUSTIN COMMUNITY COLLEGE | |||||||
| 9101 TUSCANY WAY | AUSTIN | TX | 78754 | PC | SCHOLARSHIP | $1,000 | |
| BAYLOR UNIVERSITY | |||||||
| CASHIERS OFFICE OUTSIDE AWARDSONE | WACO | TX | 767987028 | PC | SCHOLARSHIP | $25,500 | BEAR PLACE 97028 |
| BLINN COLLEGE | |||||||
| ATTN SCHOLARSHIP ADVISOR902 COLLEGE | BRENHAM | TX | 77833 | PC | SCHOLARSHIP | $7,000 | AVE |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES A-153 | PROVO | UT | 84602 | PC | SCHOLARSHIP | $500 | ASB |
| EAST TEXAS BAPTIST UNIVERSITY | |||||||
| MARSHALL HALL SUITE 304 BUSINESS | MARSHALL | TX | 75670 | PC | SCHOLARSHIP | $2,500 | OFFICE ONE TIGER DRIVE |
| EMORY UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES 101 B | ATLANTA | GA | 30322 | PC | SCHOLARSHIP | $5,000 | |
| FULLER THEOLOGICAL SEMINARY | |||||||
| ATTN STUDENT FINANCIAL SERVICES135 | PASADENA | CA | 91182 | PC | SCHOLARSHIP | $500 | N OAKLAND AVE |
| GRAND CANYON UNIVERSITY | |||||||
| PO BOX 11549 | PHOENIX | AZ | 85061 | PC | SCHOLARSHIP | $500 | |
| HARDIN SIMMONS UNIVERSITY | |||||||
| PO BOX 16010 | ABILENE | TX | 79698 | PC | SCHOLARSHIP | $2,500 | |
| HILL COLLEGE | |||||||
| FINANCIAL AID OFFICE 112 LAMAR DR | HILLSBORO | TX | 76645 | PC | SCHOLARSHIP | $3,013 | |
| KANSAS STATE UNIVERSITY - POLYTECHNIC | |||||||
| OFFICE OF STUDENT FINANCIAL | SALINA | TX | 664018196 | PC | SCHOLARSHIP | $1,000 | ASSISTANCE2310 CENTENNIAL ROAD |
| MANNA UNIVERSITY | |||||||
| 439 WESTWOOD SHOPPING CENTER PMB | FAYETTEVILLE | NC | 28314 | PC | SCHOLARSHIP | $2,000 | 106 |
| MARY-HARDIN BAYLOR | |||||||
| FINANCIAL AID OFFICE 900 COLLEGE ST | BELTON | TX | 76513 | PC | SCHOLARSHIP | $2,000 | BOX 8080 |
| MCLENNAN COMMUNITY COLLEGE | |||||||
| STUDENT ACCOUNTS RECEIVABLES1400 | WACO | TX | 76708 | PC | SCHOLARSHIP | $18,600 | COLLEGE DR |
| OKLAHOMA STATE UNIVERSITY | |||||||
| OFFICE OF THE BURSAR113 STUDENT | STILLWATER | OK | 74078 | PC | SCHOLARSHIP | $18,500 | UNION |
| OUACHITA BAPTIST UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES OFFICE | ARKADELPHIA | AR | 71998 | PC | SCHOLARSHIP | $2,500 | OBU BOX 3774 |
| PRAIRIE VIEW A & M | |||||||
| TREASURY SERVICESPO BOX 519 MS 1329 | PRAIRIE VIEW | TX | 77446 | PC | SCHOLARSHIP | $1,500 | |
| PURDUE UNIVERSITY GLOBAL | |||||||
| 2550 NORTHWESTERN AVENUE SUITE 1100 | WEST LAFAYETTE | IN | 47906 | PC | SCHOLARSHIP | $500 | |
| SALT LAKE COMMUNITY COLLEGE | |||||||
| FINANCIAL AID OFFICE 4600 S BEDWOOD | SALT LAKE CITY | UT | 84130 | PC | SCHOLARSHIP | $1,000 | RD |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1903 UNIVERSITY E STILL 201BOX 2328 | HUNTSVILLE | TX | 77341 | PC | SCHOLARSHIP | $6,000 | |
| SEMINARY OF THE SOUTHWEST | |||||||
| FINANCIAL AID OFFICE501 EAST 32ND | AUSTIN | TX | 78705 | PC | SCHOLARSHIP | $2,500 | STREET |
| SOUTH TEXAS COLLEGE OF LAW | |||||||
| FINANCIAL AID OFFICE501 EAST 32ND | AUSTIN | TX | 78705 | PC | SCHOLARSHIP | $4,000 | STREET |
| STEPHEN F AUSTIN STATE UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL | NACOGDOCHES | TX | 75962 | PC | SCHOLARSHIP | $500 | ASSISTANCEPO BOX 13052 SFA STATION |
| TARLETON STATE UNIVERSITY | |||||||
| SCHOLARSHIP OFFICE AT TARLETON | STEPHENVILLE | TX | 76402 | PC | SCHOLARSHIP | $54,500 | SUBOX T-0760 |
| TAYLOR UNIVERSITY | |||||||
| FINANCIAL AID OFFICE 1846 MAIN ST | UPLAND | IN | 469891001 | PC | SCHOLARSHIP | $2,000 | |
| TEMPLE COLLEGE | |||||||
| FINANCIAL AID OFFICE OCC 1ST FL2600 | TEMPLE | TX | 76504 | PC | SCHOLARSHIP | $2,000 | S FIRST ST |
| TEXAS A&M UNIVERSITY | |||||||
| SCHOLARSHIP FIN AID OFFICEPO BOX | COLLEGE STATION | TX | 778423016 | PC | SCHOLARSHIP | $100,000 | 30016 |
| TEXAS A&M UNIVERSITY COMMERCE | |||||||
| ONE STOP SHOP STU ACCESS SUCCESS | COMMERCE | TX | 75428 | PC | AVIATION DEPARTMENT SUPPORT | $500 | CTR2200 CAMPBELL ST |
| TEXAS A&M UNIVERSITY CORPUS CHRISTI | |||||||
| OFFICED OF STUDEN FINANCIAL | CORPUS CHRISTI | TX | 78412 | PC | SCHOLARSHIP | $750 | ASSISTANCE6300 OCEAN DRIVE UNITE 57 |
| TEXAS A&M UNIVERSITY GALVESTON | |||||||
| PO BOX 1675 | GALVESTON | TX | 77553 | PC | SCHOLARSHIP | $2,500 | |
| TEXAS EMS SCHOOL | |||||||
| FINANCIAL AID OFFICE2900 S | FT WORTH | TX | 76109 | PC | SCHOLARSHIP | $2,000 | UNIVERSITY DRSADLER HALL RM 2008 2N |
| TEXAS STATE TECHNICAL COLLEGE WACO | |||||||
| ATTN STUDENT ACCOUNTING3801 CAMPUS | WACO | TX | 76705 | PC | SCHOLARSHIP | $1,500 | DR |
| TEXAS STATE UNIVERSITY | |||||||
| FINANCIAL SCHOLARSHIP OFFICEJC | SAN MARCOS | TX | 78666 | PC | SCHOLARSHIP | $15,500 | KELLAM STE 240601 UNIVERSITY DR |
| TEXAS TECH UNIVERSITY | |||||||
| STUDENT SCHOLARSHIPWEST HALL ROOM | LUBBOCK | TX | 794095011 | PC | SCHOLARSHIP | $17,750 | 335BOX 45011 |
| TEXAS TECH UNIVERSITY HSC | |||||||
| FINANCIAL AID OFFICE3601 4TH ST MS | LUBBOCK | TX | 79430 | PC | SCHOLARSHIP | $5,500 | 8310 |
| TEXAS TECH UNIVERSITY OF VETERINARY MEDICINE | |||||||
| 7671 EVANS DRIVE | AMARILLO | TX | 79106 | PC | SCHOLARSHIP | $15,500 | |
| TEXAS WESLEYAN UNIVERSITY | |||||||
| FINANCIAL AID OFFICE 1201 WESLEYAN | FORT WORTH | TX | 76105 | PC | SCHOLARSHIP | $6,500 | ST |
| TEXAS WOMAN'S UNIVERSITY | |||||||
| FINANCIAL AID OFFICE304 ADMINISTRAT | DENTON | TX | 76204 | PC | SCHOLARSHIP | $4,500 | ON DRPO BOX 425589 |
| TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | PC | SCHOLARSHIP | $3,000 | |
| UNIVERSITY OF ARKANSAS | |||||||
| FINANCIAL AID OFFICE114 SILAS HUNT | FAYETTEVILLE | AR | 72701 | PC | SCHOLARSHIP | $3,000 | HALL |
| UNIVERSITY OF ARKANSAS COMMUNITY COLLEGE | |||||||
| FINANCIAL AID OFFICE 2005 WHITE DR | BATESVILLE | AR | 72501 | PC | SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF FLORIDA | |||||||
| FINANCIAL AID SERVICES S-107 CRISER | GAINESVILLE | FL | 32611 | PC | SCHOLARSHIP | $5,000 | HALL PO BOX 114025 |
| UNIVERSITY OF HOUSTON | |||||||
| 5000 GULF FREEWAYERPZ ROOM 224 | HOUSTON | TX | 772042010 | PC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF IDAHO | |||||||
| 875 PERIMIETER DRIVE MS 4250 | MOSCOW | ID | 838444250 | PC | SCHOLARSHIP | $500 | |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE | |||||||
| PO BOX 44444 | LAFAYETTE | LA | 70504 | PC | SCHOLARSHIP | $750 | |
| UNIVERSITY OF NEW MEXICO | |||||||
| OFFICE OF STUDENT AID MSC 11-63201 | ALBUQUERQUE | NM | 87131 | PC | SCHOLARSHIP | $4,000 | UNIVERSITY OF NEW MEXICO |
| UNIVERSITY OF NORTH TEXAS HSC | |||||||
| FINANCIAL AID OFFICE3500 CAMP BOWIE | FORT WORTH | TX | 761072644 | PC | SCHOLARSHIP | $500 | BLVD |
| UNIVERSITY OF NOTRE DAME | |||||||
| FINANCIAL AID OFFICE115 MAIN | NOTRE DAME | IN | 46556 | PC | SCHOLARSHIP | $500 | BUILDING |
| UNIVERSITY OF OKLAHOMA | |||||||
| FINANCIAL AID OFFICEBUCHANAN HALL | NORMAN | OK | 73019 | PC | SCHOLARSHIP | $16,000 | ROOM 105 |
| UNIVERSITY OF TEXAS | |||||||
| FINANCIAL AID OFFICE110 INNER | AUSTIN | TX | 78712 | PC | SCHOLARSHIP | $9,250 | CAMPUS DRIVE |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||
| FINANCIAL AID OFFICE701 S NEDDERMAN | ARLINGTON | TX | 76019 | PC | SCHOLARSHIP | $9,000 | DRBOX 19199 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| STUDENT ACCOUNTS RECEIVABLE MAIN 4 | AUSTIN | TX | 787121669 | PC | SCHOLARSHIP | $5,000 | 110 INNER CAMPUS DRIVE K5308 |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| OFFICE OF SCHOLARSHIPSONE UTSA | SAN ANTONIO | TX | 78249 | PC | SCHOLARSHIP | $1,000 | CIRCLE |
| UNIVERSITY OF TEXAS AT TYLER | |||||||
| FINANCIAL AID OFFICE3900 UNIVERSITY | TYLER | TX | 75799 | PC | SCHOLARSHIP | $1,000 | BLVD |
| WACO FAMILY MEDICINE | |||||||
| 1600 PROVIDENCE DR | WACO | TX | 76707 | PC | SCHOLARSHIP | $4,000 | |
| WEST TEXAS A & M UNIVERSITY | |||||||
| WTAMU FINANCIAL AIDWTAMU BOX | CANYON | TX | 79015 | PC | SCHOLARSHIP | $2,500 | |
| WHARTON COUNTY JUNIOR COLLEGE | |||||||
| 14004 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | PC | SCHOLARSHIP | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,613 | 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 | $248 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,887 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $30,148 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,148 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $508,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $538,704 | 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 | $8,600 | Amt |
| Net Investment Income | $4,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,300 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN AMCAP A | FMV | $612,959 | $709,133 |
| PGIM SHORT TERM CORP BOND A | FMV | $301,774 | $293,279 |
| PGIM GLOBAL TOTAL RETURN A | FMV | $119,990 | $93,435 |
| MFS INTL DIVERSIFICATION A | FMV | $758,538 | $827,404 |
| MFS GROWTH A | FMV | $530,386 | $837,750 |
| MFS CORE EQUITY A | FMV | $583,155 | $821,328 |
| LORD ABBETT HIGH YIELD A | FMV | $569,944 | $486,328 |
| LORD ABBETT CORE FIXED INC A | FMV | $416,471 | $368,451 |
| LORD ABBETT BOND DEBENTURE A | FMV | $274,872 | $243,314 |
| JPMORGAN SMALL CAP GROWTH A | FMV | $345,335 | $308,908 |
| JPMORGAN MID CAP GROWTH A | FMV | $353,870 | $411,639 |
| JPMORGAN EQUITY INCOME A | FMV | $410,179 | $545,388 |
| JPMORGAN EMERGING MARKETS EQUITY A | FMV | $240,902 | $243,364 |
| JH SMALL CAP CORE A | FMV | $275,433 | $339,733 |
| JH DISCIPLINED VAL MID CAP A | FMV | $389,607 | $526,998 |
| JH BOND A | FMV | $749,878 | $659,978 |
| JH BLUE CHIP GRW A | FMV | $659,695 | $745,042 |
| HARTFORD WORLD BOND A | FMV | $166,008 | $157,557 |
| HARTFORD SHORT DURATION A | FMV | $248,974 | $244,643 |
| HARTFORD TOTAL RETURN BOND A | FMV | $396,391 | $327,213 |
| HARTFORD EQUITY INCOME A | FMV | $671,404 | $687,549 |
| AMERICAN WASH MUTUAL INV A | FMV | $608,153 | $756,207 |
| AMERICAN NEW WORLD A | FMV | $264,605 | $292,061 |
| AMERICAN NEW ECONOMY A | FMV | $526,719 | $595,215 |
| PGIM TOTAL RETURN BOND A | FMV | $754,400 | $645,082 |
| FEDERATED TR US TREASURY OBLIGATION | FMV | $279,270 | $279,270 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN NATIONAL BANCSHARES | Desc |
| BOY Book Value | $262,861 | BOYBookValueAmt |
| EOY Book Value | $279,892 | EOYBookValueAmt |
| EOYFMV | $261,366 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $362 | $116 | $116 |
| INSURANCE | $2,689 | $1,345 | $1,344 |
| TECHNOLOGY EXPENSES | $1,667 | $834 | $833 |
| POSTAGE | $67 | $34 | $33 |
| TELEPHONE | $605 | $303 | $302 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN NATIONAL BANCSHARES K-1 NET INCOME | Desc |
| Revenue And Expenses Per Books | $30,148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,148 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR SECURITIES SOLD | Desc |
| Amt | $2,416 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $24,028 | $0 | $0 |
| FOREIGN TAX | $3,315 | $3,315 | $0 |