SID W RICHARDSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SID W RICHARDSON FOUNDATION (EIN 75-6015828)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-04
- IRS object ID
- 202402789349100415
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-04T15:41:06-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 DALLAS PKWY STE 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | 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 | 756015828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sid W Richardson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Preston M Geren III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 8173360494 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | JEANETTE VERRELLI | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| 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 | $740,015,155 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,940,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,940,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$133,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,651,984 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $8,286,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,286,040 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,094,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,226,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $814,456 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $201,739 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $674,303 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,061,885 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $119,766 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $939,830 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $403,133 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $58,393 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $391,833 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,106 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,324 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,995 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,844 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,671 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,242,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,051,831 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $192,690 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,108,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $410,891 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $298,665 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $28,446 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $400,276 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $51,126 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $349,741 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,589 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,238 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,120 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,120 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $682,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $406,582 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,155,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,987,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,056,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,715,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,830,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,871,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,987,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,886,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,776,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,239,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,306,814 | CashBOYAmt |
| Cash EOY | $911,202 | CashEOYAmt |
| Cash EOYFMV | $911,202 | CashEOYFMVAmt |
| Acct Rcvbl | $1,246,239 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,688,606 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,246,239 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,246,239 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $399 | InventoriesBOYAmt |
| Inventories EOY | $662 | InventoriesEOYAmt |
| Inventories EOYFMV | $662 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $115,859 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $117,855 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $117,855 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $98,984,548 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $85,693,515 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $85,693,515 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $296,989,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $337,167,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $337,167,866 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,218,145 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $557,794 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,661,017 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,660,351 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $61,407,415 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $57,301,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,982,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,982,714 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,886,609 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,093,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,008,443 | LandBOYAmt |
| Land EOY | $3,793,231 | LandEOYAmt |
| Land EOYFMV | $3,793,231 | LandEOYFMVAmt |
| Other Assets BOY | $10,759,461 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,759,443 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $194,694,456 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $472,816,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,333,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $740,015,155 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $838,357 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $741,189 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,560,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,455,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,623,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,274,849 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,021,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,471,038 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $467,794,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $486,862,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,794,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $486,862,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $472,816,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,333,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,794,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,776,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,844,917 | OtherIncreasesAmt |
| Subtotal | $486,862,040 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $486,862,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 32242ac Altamesa Blvd Dirks Rd | D | 1962-01-01 | 2023-07-20 | $2,882,281 | $29,734 | $2,852,547 | $2,852,547 |
| Publicly Traded Securities | P | $17,381,004 | $18,099,223 | -$718,219 | -$718,219 | ||
| Publicly Traded Securities | P | $3,678,486 | $4,380,124 | -$701,638 | -$701,638 | ||
| US Treasury Notes | P | $90,201,805 | $92,303,391 | -$2,101,586 | -$2,101,586 | ||
| US Treasury Notes | P | $29,508,408 | $28,972,646 | $535,762 | $535,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$133,134 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$701,639 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $211,834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $211,834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $211,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216,698 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $291,698 | TotalPaymentsAndCreditsAmt |
| Overpayment | $79,864 | OverpaymentAmt |
| Applied To ES Tax | $79,864 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | www.sidrichardson.org | WebsiteAddressTxt |
| Individual With Books | Preston M Geren III | IndividualWithBooksNm |
| Phone | 8173360494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Preston M Geren III | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | President & CEO | 40.00 | $901,089 | $97,186 | $39,715 |
| Edward P Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Chairman | 1.00 | $2,500 | $0 | $0 |
| Sid R Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Vice President | 0.50 | $2,500 | $0 | $0 |
| Lee M Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Vice President | 0.50 | $2,500 | $0 | $0 |
| Dee Steer | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Secretary | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Carolyn Johns | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Senior Admin Officer | 35.00 | $127,498 | $53,648 | $20,070 |
| Marie Hunzeker | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Controller | 40.00 | $141,580 | $38,938 | $16,843 |
| Scott Winterrowd | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Museum Director | 40.00 | $124,816 | $37,237 | $15,263 |
| Leslie Cleere | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | SiteExhibitions Coo | 40.00 | $75,126 | $33,593 | $9,021 |
| Leslie Thompson | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Director of Adult Pr | 40.00 | $53,838 | $20,287 | $26,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Luther King Capital Management | |||||
| 201 Commerce Street Suite 2500 | Fort Worth | TX | 76102 | Investment Mgmt | $944,966 |
| JP Morgan Chase Bank | |||||
| 712 Main 13th Floor North | Houston | TX | 77002 | Trust Custodian | $103,325 |
| Anamaria Suescun-Fast talkStrategy | |||||
| PO Box 761473 | San Antonio | TX | 782456473 | PR & Advertising | $89,311 |
| William H Koehler | |||||
| 6417 Drury Lane | Fort Worth | TX | 76116 | Education Consulta | $81,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Western art museum - approximately 28000 people visited in 2023 and thousands more engaged online | Description1Txt |
| Expenses1 | $1,500,412 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $315,272,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,006,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,014,850 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $518,294,075 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $518,294,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,774,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $510,519,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,525,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,525,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211,834 | TotalTaxAmt |
| Distributable Before Adj | $25,314,149 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,465 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,323,614 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,323,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,886,922 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $37,987 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $25,924,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,323,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,598 | UndistributedIncomePYAmt |
| Qualifying Distributions | $25,924,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,598 | AppliedToYear1Amt |
| Applied To Current Year | $25,323,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $554,697 | RemainingDistriFromCorpusAmt |
| Total Corpus | $554,697 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $554,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $554,697 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Preston Geren | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173360494 | RecipientPhoneNum |
| Recipient Email Address | pgeren@sidrichardson.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter describing program or project; see more information at www.sidrichardson.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | January 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Serves the people of Texas in the arts, humanities, health and education. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $22,830,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,830,417 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $5,455,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,455,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,940,811 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$133,134 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Royalties | 15 | $8,039,706 |
| Misc Oil & Gas | 15 | $246,334 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,093,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,093,717 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit & Tax Review Fees | $53,844 | $13,671 | $0 | $40,173 |
| Accounting Consulting | $1,000 | $0 | $0 | $1,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Investment Assets | 2021-01-01 | $984,558 | $529,045 | SL | 5 | $26,022 | $26,022 | $0 |
| Exempt Assets | 2021-01-01 | $9,806,974 | $5,822,339 | SL | 5 | $267,631 | $0 | $0 |
| IA IWave Air Purifiers | 2022-05-31 | $8,263 | $207 | SL | 20 | $413 | $413 | $0 |
| EA IWave Air Purifiers | 2022-05-31 | $8,263 | $207 | SL | 20 | $413 | $0 | $0 |
| EA Chair for Security Guards | 2022-09-21 | $2,254 | $225 | SL | 5 | $451 | $0 | $0 |
| IA Window Replacement Project | 2022-02-23 | $13,112 | $287 | SL | 40 | $328 | $328 | $0 |
| EA Window Replacement Project | 2022-02-23 | $13,111 | $287 | SL | 40 | $328 | $0 | $0 |
| EA Laptop MK | 2022-02-28 | $1,000 | $100 | SL | 5 | $200 | $0 | $0 |
| IA Water Storage Tank | 2023-06-15 | $5,480 | $0 | SL | 5 | $685 | $685 | $0 |
| IA Network Switches | 2023-11-08 | $23,278 | $0 | SL | 5 | $582 | $582 | $0 |
| EA Network Switches | 2023-11-08 | $23,278 | $0 | SL | 5 | $582 | $0 | $0 |
| IA Network Cabling & Closet Relocation | 2023-11-21 | $9,011 | $0 | SL | 5 | $225 | $225 | $0 |
| EA Network Cabling & Closet Relocation | 2023-11-21 | $9,011 | $0 | SL | 5 | $225 | $0 | $0 |
| EA Childrens Table | 2023-03-22 | $1,503 | $0 | SL | 5 | $263 | $0 | $0 |
| EA Childrens Stools 4 | 2023-04-17 | $767 | $0 | SL | 5 | $96 | $0 | $0 |
| Inv Assets Disp 2023-12-31 | 2021-01-01 | $25,509 | $25,015 | SL | 5 | $191 | $191 | $0 |
| EA iPad Pro Wifi 256 Educ HPK29TVWFQ | 2023-10-02 | $1,199 | $0 | SL | 5 | $30 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | $17,381,004 | $18,099,223 | $0 | -$718,219 | $0 |
| 32242ac Altamesa Blvd DirksRd | $2,882,281 | $29,734 | $0 | $2,852,547 | $0 |
| Publicly Traded Securities | $3,678,486 | $4,380,124 | $0 | -$701,638 | $0 |
| US Treasury Notes | $90,201,805 | $92,303,391 | $0 | -$2,101,586 | $0 |
| US Treasury Notes | $29,508,408 | $28,972,646 | $0 | $535,762 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $337,167,866 | EOYBookValueAmt |
| EOYFMV | $337,167,866 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $85,693,515 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $85,693,515 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,155,115 | $0 | $1,155,115 | $33,593,095 |
| Furniture & Fixtures | $48,443 | $38,452 | $9,991 | $9,991 |
| Building | $615,123 | $259,569 | $355,554 | $355,555 |
| Ranch Machinery & Equipment | $267,301 | $240,622 | $26,679 | $26,679 |
| Equipment | $112,833 | $19,151 | $93,682 | $93,683 |
| Mineral Interests | $1,755,846 | $1,755,766 | $80 | $27,309,162 |
| Construction in Progress | $19,250 | $0 | $19,250 | $19,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP Morgan Money Market | $53,352,366 | $53,352,366 |
| PIMCO Fund | $1,630,348 | $1,630,348 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture & Fixtures | $964,621 | $842,731 | $121,890 | $121,890 |
| Equipment | $200,190 | $86,538 | $113,652 | $113,652 |
| Building | $7,599,794 | $4,691,727 | $2,908,067 | $2,908,067 |
| Leasehold Improvements | $1,102,754 | $472,382 | $630,372 | $630,372 |
| Construction in Progress | $19,250 | $0 | $19,250 | $19,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $67,106 | LegalFeesAmt |
| Net Investment Income | $35,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,995 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Art Collection | $10,648,737 | $10,648,737 | $194,583,750 |
| Museum Digital Images | $109,595 | $109,595 | $109,595 |
| Misc Other Assets | $1,129 | $1,111 | $1,111 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Supplies | $38,711 | $6,741 | $0 | $31,324 |
| Museum Security | $124,445 | $0 | $0 | $124,595 |
| Museum Art Conservation | $17,845 | $0 | $0 | $17,845 |
| Museum Exhibits | $64,493 | $0 | $0 | $65,760 |
| Museum Education Programs | $37,097 | $0 | $0 | $35,267 |
| Dues & Fees | $35,887 | $0 | $0 | $35,616 |
| IT Support & Software | $48,223 | $475 | $0 | $45,626 |
| Meals | $4,975 | $567 | $0 | $2,162 |
| Staff Professional Development | $9,194 | $278 | $0 | $8,595 |
| Misc Charitable Support | $21,088 | $0 | $0 | $17,500 |
| Misc Expenses | $32,164 | $7,779 | $0 | $22,292 |
| Actuarial Loss Retirement Plan | $248,814 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil & Gas Royalties | $8,039,706 | $8,039,706 | $0 |
| Misc Oil & Gas | $246,334 | $246,334 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $34,844,917 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Taxes Payable | $2,129,011 | $2,613,355 |
| Accrued Postretirement Benefits | $494,621 | $661,494 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Custodial & Bank Fees | $103,325 | $103,325 | $0 | $0 |
| Investment Management Fees | $944,966 | $944,966 | $0 | $0 |
| Ad Valorem Tax Consultants | $2,165 | $2,165 | $0 | $0 |
| Education Consulting Fees | $81,000 | $0 | $0 | $81,000 |
| Museum Public Relations | $62,625 | $0 | $0 | $62,818 |
| Museum Advertising | $42,479 | $0 | $0 | $44,747 |
| Design Consulting | $5,500 | $1,375 | $0 | $4,125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad Valorem Taxes | $410,891 | $410,891 | $0 | $0 |
| Excise Taxes | $213,368 | $0 | $0 | $0 |
| Deferred Excise Taxes | $484,344 | $0 | $0 | $0 |