J F MADDOX FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J F MADDOX FOUNDATION (EIN 75-6023767)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349103013
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:56:35+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | 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 | 756023767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JF Maddox Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFMA | BusinessNameControlTxt |
| Phone | 5753936338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2588 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 882412588 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kerri Gray | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 5753936338 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bellanca | PreparerPersonNm |
| PTIN | P01572961 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Preparation | 2024-11-14 | 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 | $267,231,305 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2,715,724 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,715,724 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,436,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,436,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $931,006 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $883,628 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,502,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,613,496 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,585,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,649,316 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,298,121 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $258,524 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $862,528 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $328,013 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,669 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $246,010 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $304,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $45,200 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $228,479 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,654 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,635 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,654 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,551 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,051,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $464,321 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $268,725 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $180,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,092 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $57,168 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,344 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $143,249 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,254 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $107,437 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $254,099 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $37,702 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $190,574 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,080,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,664,213 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $686,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,811,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,595,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,633,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,871,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,871,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,682,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,595,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,504,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,096,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,053,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,261,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,496,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,496,768 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $71,863,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,837,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,339,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $159,209,701 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $151,585,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $159,216,307 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $660,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $527,763 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $190,382 | LandBOYAmt |
| Land EOY | $133,214 | LandEOYAmt |
| Land EOYFMV | $130,570 | LandEOYFMVAmt |
| Other Assets BOY | $12,673,184 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,462 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,462 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $253,197,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,101,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,231,305 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $608 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $608 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $253,197,552 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $246,100,759 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $253,197,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,100,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,197,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,101,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $253,197,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,096,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $246,100,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $246,100,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GAIN/(LOSS) FROM PASS-THROUGH ENTITIES | $681,817 | $681,817 | $0 | $681,817 |
| GAIN/(LOSS) FROM PUBLICLY TRADED SECURITIES | $201,811 | $201,811 | $0 | $201,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $883,628 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84,146 | SubtotalAmt |
| Tax Based On Investment Income | $84,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $155,763 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $155,763 | TotalPaymentsAndCreditsAmt |
| Overpayment | $71,617 | OverpaymentAmt |
| Applied To ES Tax | $51,212 | AppliedToESTaxAmt |
| Refund | $20,405 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | 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.jfmaddox.org | WebsiteAddressTxt |
| Individual With Books | Kerri Gray | IndividualWithBooksNm |
| Phone | 5753936338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2588 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Ann M Utterback | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 4.000 | $48,984 | $0 | $0 |
| Benjamin W Maddox | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 5.000 | $50,204 | $0 | $0 |
| Catherine M Maddox | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 20.000 | $92,085 | $0 | $0 |
| John L Maddox | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 6.000 | $49,734 | $0 | $0 |
| Mariasusana Arvizu | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 6.000 | $47,039 | $0 | $0 |
| Paul V Campbell | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 6.000 | $47,039 | $0 | $0 |
| Thomas M Maddox | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Director | 7.000 | $37,984 | $0 | $0 |
| David Reed | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | COO/Secretary | 40.000 | $146,032 | $46,625 | $0 |
| Kyle Shepard | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | CFO & Vice President - Finance / Treasurer (thru 12/23) | 40.000 | $240,833 | $43,368 | $0 |
| Mayra Lovas | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Vice President - Grant | 40.000 | $136,640 | $28,736 | $0 |
| TJ PARKS | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | CEO | 40.000 | $312,600 | $57,474 | $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 |
|---|---|---|---|---|---|---|---|---|
| Carol A Crossland | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Program Associate | 40.000 | $74,827 | $24,553 | $0 |
| Hilda Aldrete | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Exec. Assistant | 40.000 | $70,143 | $25,724 | $0 |
| Kawin J Nunnery | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Program Associate | 40.000 | $62,942 | $31,438 | $0 |
| MARISSA N CORRAL | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Accountant | 40.000 | $64,456 | $15,663 | $0 |
| Sarah Anderson | ||||||||
| PO Box 2588 | Hobbs | NM | 882412588 | Grants Administrator | 40.000 | $81,074 | $20,595 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Charles Schwab | ||||||
| 3000 Schwab Way | Westlake | TX | 76262 | Investment Management | $245,402 | |
| Vaughan Nelson Investment Management LP | ||||||
| 600 Travis | Houston | TX | 770023071 | Investment management | $148,094 | Ste 6300 |
| Impact Coaching and Consulting | ||||||
| 140 Sherry Lane | Kingston | NY | 12401 | Consulting and Coaching | $115,518 | |
| Riva Capital Partners | ||||||
| 222 Berkeley Street 21st Floor | Boston | MA | 02116 | Investment Management | $101,237 | |
| JRBS Consulting | ||||||
| 7701 N Butler | Hobbs | NM | 88240 | Public Relations | $68,980 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Management and administration of Jack Maddox Distinguished Lecture Series (DLS). Refer to website at www.jfmaddox.org | Description1Txt |
| Expenses1 | $363,657 | Expenses1Amt |
| Description2 | Management & administration of Jack Maddox Distinguished Scholarship Program. Refer to website at www.jfmaddox.org JACK MADDOX DISTINGUISHED SCHOLARSHIP PROGRAM: AN INDEPENDENT SCHOLARSHIP SELECTION COMMITTEE SCREENS APPLICATIONS, SELECTS UP TO 15 SEMIFINALISTS TO INTERVIEW, THEN CHOOSE FIVE FINALISTS. FINALISTS ARE INTERVIEWED AND ONE IS SELECTED TO RECEIVE THE JACK MADDOX DISTINGUISHED SCHOLARSHIP AWARD WHICH PAYS FULL TUITION, REQUIRED FEES, TEXTBOOKS, AND ROOM & BOARD. THE REMAINING FOUR FINALISTS RECEIVE A $20,000 SCHOLARSHIP FOR FOUR YEARS OF UNDERGRADUATE STUDY. TO SUPPORT THE FIVE SCHOLARS IN ACCEPTANCE TO THEIR SCHOOL OF CHOICE THEY ARE ALSO PROVIDED A COLLEGE COUNSELOR, COST REIMBURSEMENT FOR ATTENDING A REGIONAL COLLEGE FAIR, AND UP TO $250 FOR COLLEGE APPLICATION FEES. ALL SEMI-FINALISTS RECEIVE A NOTEBOOK COMPUTER. | Description2Txt |
| Expenses2 | $250,044 | Expenses2Amt |
| Description3 | The Maddox Leadership Institute is a nine-month, evidence-informed leadership development program that builds individual knowledge, skills, and self-efficacy in aspiring community leaders. The program is taught by faculty from the J.W. Fanning Institute for Leadership Development out of the University of Georgia. The program is skill-building intensive, with special attention to instructional delivery catered to adult learning preferences. | Description3Txt |
| Expenses3 | $146,857 | Expenses3Amt |
| Description4 | the Hobbs Campaign for Grade-Level Reading has formed a coalition of community partners who are committed to ensuring early school success by addressing experiences holistically and focusing on community-driven initiatives to help children and families. The JF Maddox Foundation has partnered with stakeholders from the Hobbs Municipal School District, the City of Hobbs, United Way of Lea County, Literacy Coalition of the Permian Basin, University of the Southwest, New Mexico Junior College, Nor-Lea Hobbs Medical Clinic, Hobbs Public Library, and others, to come together to give our youth tools to increase academic achievement and improve their literacy rates. | Description4Txt |
| Expenses4 | $44,746 | Expenses4Amt |
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 | $88,727,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,159,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $166,647,738 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,534,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $259,534,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,893,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,641,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,782,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,782,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,146 | TotalTaxAmt |
| Distributable Before Adj | $12,697,942 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,697,942 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,697,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,504,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,504,992 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,697,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,241 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $278,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $649,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $928,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,504,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,241 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,434,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $928,508 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $928,508 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $334,683 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Sarah Anderson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2588 | AddressLine1Txt |
| City | Hobbs | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 882412588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5753936338 | RecipientPhoneNum |
| Form And Info And Materials | Grant Criteria: GRANTS ARE MADE TO PUBLIC CHARITIES AND/OR GOVERNMENTAL ENTITIES FOR PROJECTS THAT ARE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT. PREFERENCE IS GIVEN TO SOUTHEASTERN NM CHARITABLE ORGANIZATIONS, BUT DOES NOT EXCLUSIVELY LIMIT GRANT RECIPIENTS. JACK MADDOX DISTINGUISHED SCHOLARSHIP PROGRAM: AN INDEPENDENT SCHOLARSHIP SELECTION COMMITTEE SCREENS APPLICATIONS, SELECTS UP TO 15 SEMI-FINALISTS TO INTERVIEW, THEN CHOOSE FIVE FINALISTS. FINALISTS ARE INTERVIEWED AND ONE IS SELECTED TO RECEIVE THE JACK MADDOX DISTINGUISHED SCHOLARSHIP AWARD WHICH PAYS FULL TUITION, REQUIRED FEES, TEXTBOOKS, AND ROOM & BOARD. THE REMAINING FOUR FINALISTS RECEIVE A $20,000 SCHOLARSHIP FOR FOUR YEARS OF UNDERGRADUATE STUDY. TO SUPPORT THE FIVE SCHOLARS IN ACCEPTANCE TO THEIR SCHOOL OF CHOICE THEY ARE ALSO PROVIDED A COLLEGE COUNSELOR, COST REIMBURSEMENT FOR ATTENDING A REGIONAL COLLEGE FAIR, AND UP TO $250 FOR COLLEGE APPLICATION FEES. ALL SEMI-FINALISTS RECEIVE A NOTEBOOK COMPUTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Scholarship applications must be received by June 30th preceding applicants high school junior year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT CRITERIA: GRANTS ARE NOT ORDINARILY MADE TO INDIVIDUALS, FOR ONGOING SUPPORT OF AN AGENCY, FOR ENDOWMENT FUNDS, OR TO OTHER PRIVATE FOUNDATIONS. REFER TO THE WEBSITE WWW.JFMADDOX.ORG FOR GRANT APPLICATION GUIDELINES AND ADDITIONAL INFORMATION ON THE APPLICATION PROCESS. JACK MADDOX DISTINGUISHED SCHOLARSHIP PROGRAM: - CANDIDATES MUST HAVE BEEN RESIDENTS OF LEA COUNTY, NM FOR AT LEAST TWO CONSECUTIVE YEARS PRIOR TO MAKING APPLICATION FOR THE SCHOLARSHIPS AND MUST CONTINUE TO BE A LEA COUNTY RESIDENT THROUGH GRADUATION FROM HIGH SCHOOL CAMPUSES OR REGISTERED HOME SCHOOLS LOCATED IN HOBBS, LOVINGTON, EUNICE, TATUM, OR JAL, NM. - CANDIDATES MUST HAVE SUBMITTED A FORMAL APPLICATION IN THE REQUIRED FORMAT BY JUNE 30. - CANDIDATES MUST EITHER BE NATURAL BORN OR NATURALIZED U.S. CITIZENS. APPLICATIONS ARE ASSESSED WITHOUT REGARD TO RACE, RELIGION, PHYSICAL CONDITION, OR NATIONAL ORIGIN. APPLICATION FORMS AND ADDITIONAL INFORMATION IS AVAILABLE ONLINE AT WWW.JFMADDOX.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (158 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abigail Rivera | |||||||
| 1202 W Avenue K | Lovington | NM | 88260 | NONE | I | Scholarship - 2023 Computer Laptop Recipient | $2,119 |
| ACTEC Foundation | |||||||
| 3415 South Sepulveda Blvd Suite 33 | Los Angeles | CA | 900346060 | NONE | PC | spring fundraiser + in memory of Daniel Markstein + general operating support | $19,000 |
| Albuquerque Academy | |||||||
| 6400 Wyoming Blvd NE | Albuquerque | NM | 871093899 | NONE | PC | general operating support | $1,000 |
| Amarillo Habitat for Humanity | |||||||
| PO Box 755 | Amarillo | TX | 79105 | NONE | PC | general operating support | $2,500 |
| American Cancer Society Inc | |||||||
| 250 Williams St | Atlanta | GA | 30303 | NONE | PC | general operating support | $5,000 |
| American Rivers Inc | |||||||
| 1101 14th St NW Ste 1400 | Washington | DC | 20005 | NONE | PC | general operating support | $2,000 |
| Arkansas Community Foundation Inc | |||||||
| 5 Allied Drive Suite 51110 | Little Rock | AR | 72202 | NONE | PC | Fayetteville Area Giving Tree Fund and Fayetteville Area Operating Endowment | $1,000 |
| Arwen Ching | |||||||
| 700 W Copper Ave | Hobbs | NM | 88240 | NONE | I | Scholarship - 2023 Computer Laptop Recipient + 2022 Maddox Scholar | $4,619 |
| Avree Arnold | |||||||
| 936 E Jackson Rd | Hobbs | NM | 88240 | NONE | I | 2021 Maddox Scholar | $5,000 |
| Barbershop Books | |||||||
| 57 W 57th St | New York | NY | 10019 | NONE | PC | general operating support | $2,500 |
| Boy Scouts of America Conquistador Council | |||||||
| 2603 North Aspen | Roswell | NM | 88201 | NONE | PC | 2023 National Boy Scouts Jamboree | $15,000 |
| Boys Club of Hobbs Inc DBA Boys and Girls Club of Hobbs Inc | |||||||
| 221 E Dunam | Hobbs | NM | 88240 | NONE | PC | in memory of Mary Baber + Mike Clampitt + Adult Behind the Child Program + plumbing improvements | $79,552 |
| Brevin McCool | |||||||
| 5129 N JaRob Ln | Hobbs | NM | 88242 | NONE | I | 2020 Distinguished Scholar | $24,682 |
| Bridges Project for Education | |||||||
| PO Box 308 | Taos | NM | 875710308 | NONE | PC | general operating support | $20,000 |
| Brooklyn Arreola | |||||||
| 3207 E Anderson Drive | Lovington | NM | 88260 | NONE | I | 2021 Distinguished Scholar | $32,001 |
| Carla Gavilan | |||||||
| PO Box 463 | Eunice | NM | 88231 | NONE | I | 2021 Maddox Scholar | $7,500 |
| Carlsbad Association for Retarded Citizens | |||||||
| PO Drawer 1808 | Carlsbad | NM | 882211808 | NONE | PC | in memory of Dick Forrest, Garry Forrest, Karen Perini, and Robin Perini | $9,250 |
| Charity Water | |||||||
| PO Box 5026 | Hagerstown | MD | 21741 | NONE | PC | general operating support | $10,000 |
| Children's Defense Fund | |||||||
| 840 First St NE Ste 300 | Washington | DC | 20002 | NONE | PC | general operating support | $5,000 |
| Children's Literacy Initiative | |||||||
| 990 Spring Garden St 4th Floor Ste | Philadelphia | PA | 19123 | NONE | PC | general operating support | $5,000 |
| Children's Tumor Foundation | |||||||
| 697 Third Ave Ste 418 | New York | NY | 10017 | NONE | PC | to support Drew Elder's Cupid's Undie Run in Denver | $1,000 |
| Cissy Food Ministry | |||||||
| PO Box 2394 | Hobbs | NM | 88241 | NONE | PC | general operating support | $13,000 |
| City of Hobbs | |||||||
| 4827 Lovington Hwy | Hobbs | NM | 882409108 | NONE | GOV | Adaptive Sports, Animal Spay and Neuter Program | $20,000 |
| City of Lovington | |||||||
| 214 S Love St | Lovington | NM | 88260 | NONE | GOV | Animal Spay and Neuter Programs + Renovations of the Harold Runnels Softball Complex & Police Squad Car Purchase & City Training + 2023 Hispanic Heritage Concert Series + Project Fund 4th of July Festival Party in The Park 2023 | $81,750 |
| Claire Newey | |||||||
| 4816 W Hardtack | Hobbs | NM | 88240 | NONE | I | 2019 Maddox Scholar | $6,666 |
| College Bound St Louis | |||||||
| 110 N Jefferson Ave | Saint Louis | MO | 63103 | NONE | PC | general operating support | $12,500 |
| Colorado Outdoor Education Center | |||||||
| PO Box 167 | Florissant | CO | 80816 | NONE | PC | scholarship program at Sanborn Western Camps | $15,000 |
| Community Players of Hobbs Inc | |||||||
| 122 W Broadway | Hobbs | NM | 88240 | NONE | PC | Y.P.A.W. (Youth Performing Arts Workshop - Dear Edwina Jr. | $20,000 |
| Couse Foundation | |||||||
| PO Box 1436 | Taos | NM | 87571 | NONE | PC | general operating support | $10,000 |
| Covenant Health System | |||||||
| 3615 19th Street | Lubbock | TX | 79410 | NONE | PC | new hospital | $5,800,000 |
| Covenant Village Inc | |||||||
| 1351 Robinwood Road | Gastonia | NC | 28054 | NONE | PC | to provide "seed money" to supplement the chaplain program | $25,000 |
| Crossroads for Women | |||||||
| 239 Elm Street NE | Albuquerque | NM | 87102 | NONE | PC | general operating support | $10,000 |
| Crosswinds Community Church | |||||||
| 1701 N Jefferson | Hobbs | NM | 88240 | NONE | PC | family services | $5,000 |
| Cynthia Palacios | |||||||
| PO box 114 624 South Avenue B | Tatum | NM | 88267 | NONE | I | 2020 Maddox Scholar *early graduate - spring 2023* | $7,239 |
| Damian Baeza | |||||||
| PO Box 103 | Jal | NM | 88252 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| David Ascencio | |||||||
| 406 W Avenue G | Lovington | NM | 88260 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| David Sanchez | |||||||
| 107 W Taos TRLR 1 | Hobbs | NM | 88240 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Daylan Flemmons | |||||||
| 601 E Reppto Rd | Brownfield | TX | 79316 | NONE | I | 2018 Distinguished Scholar | $52,275 |
| Delta Gamma Foundation | |||||||
| 3250 Riverside Dr | Columbus | OH | 43221 | NONE | PC | Service for Sight | $5,000 |
| Downtown Taos MainStreet | |||||||
| 1236 Half Moon Rd | El Prado | NM | 87529 | NONE | PC | general operating support | $5,000 |
| Downtown Women's Center | |||||||
| 409 S Monroe St | Amarillo | TX | 79101 | NONE | PC | general operating support | $2,500 |
| Dr Karen M Trujillo Memorial Foundation | |||||||
| PO Box 1620 | Las Cruces | NM | 88004 | NONE | PC | general operating support | $10,000 |
| Eastern New Mexico University Foundation | |||||||
| Station 1 Administration Bldg Sui | Portales | NM | 88130 | NONE | PC | KENW Radio 3000 Watt FM Transmitter | $25,000 |
| Ella Newey | |||||||
| 4816 W Hardtack | Hobbs | NM | 88240 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Encore Entertainment Inc | |||||||
| PO Box 101 | Hobbs | NM | 88241 | NONE | PC | Southwest Symphony 2023-2024 Concert Season + Southwest Symphony 40th Anniversary Celebration Social Event + in honor of Cindy Walker | $126,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | PC | general operating support | $5,000 |
| Erin Hines | |||||||
| 1413 W Paige Dr | Hobbs | NM | 88240 | NONE | I | 2018 Maddox Scholar | $2,500 |
| Essex County Community Foundation | |||||||
| 175 Andover St Ste 101 | Danvers | MA | 01923 | NONE | PC | Haverhill Promise | $10,000 |
| Ethan Vanlandingham | |||||||
| 7716 N Valdez | Hobbs | NM | 88242 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Falyn Lackey | |||||||
| 1100 W Idaho | Hobbs | NM | 88240 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Fayetteville Wheelman Cycling Club | |||||||
| 1251 E Shepherd Ln Apt 302 | Fayetteville | AR | 72703 | NONE | PC | general operating support | $5,000 |
| Fcancer | |||||||
| 9854 National Blvd 280 | Los Angeles | CA | 90034 | NONE | PC | P.ink | $2,500 |
| First Methodist Church Hobbs | |||||||
| 200 East Snyder | Hobbs | NM | 88240 | NONE | PC | Music Ministry in memory of Elaine Richeson | $500 |
| First Presbyterian Church of St Louis | |||||||
| 7200 Delmar Blvd | University City | MO | 63130 | NONE | PC | general operating support | $10,000 |
| First Tee of the Pecos Valley Inc | |||||||
| 201 W 19th Street | Roswell | NM | 88201 | NONE | PC | Equipment Purchase - Anyone Can Play | $9,240 |
| Freedom 5one Ministries | |||||||
| 125 Sunbridge Drive Suite 2 | Fayetteville | AR | 72703 | NONE | PC | Becky Aguirre Giving Day Match Program | $1,000 |
| Friends of Anansi Charter School | |||||||
| PO Box 1709 | El Prado | NM | 87529 | NONE | PC | winter sports program | $2,500 |
| Friends of KWMU Inc | |||||||
| 3651 Olive St | Saint Louis | MO | 63108 | NONE | PC | general operating support | $5,000 |
| Friends of the Yampa | |||||||
| PO Box 771654 | Steamboat Springs | CO | 80477 | NONE | PC | general operating support | $2,000 |
| Global Empowerment Mission Inc | |||||||
| 1040 Biscayne Blvd Suite 2403 | Miami | FL | 33132 | NONE | PC | Israel-Hamas humanitarian crisis fund | $5,000 |
| Golden Apple Foundation For Excellence In Teaching | |||||||
| 901 W Jackson Blvd Ste 205 | Chicago | IL | 60607 | NONE | PC | Addressing the Shortage of Highly-Effective Teachers in New Mexico - | $200,000 |
| Guidance Center of Lea County Inc | |||||||
| PO Box 907 | Hobbs | NM | 882410907 | NONE | PC | Removal of the Alpine Tower from Humphrey House Location | $15,000 |
| Habitat for Humanity of Hobbs | |||||||
| PO Box 5833 | Hobbs | NM | 882415833 | NONE | PC | Women's Shelter Renovations + construction costs + general operating support + 2023 Transitional Shelter Pilot | $45,995 |
| Habitat for Humanity of Taos | |||||||
| PO Box 1888 | Taos | NM | 87571 | NONE | PC | general operating support | $1,000 |
| Haverhill Foundation for Excellence in Education Inc | |||||||
| PO Box 1864 | Haverhill | MA | 01831 | NONE | PC | Haverhill Promise | $5,000 |
| Haverhill Public Schools | |||||||
| 4 Summer St | Haverhill | MA | 018305877 | NONE | GOV | Haverhill Promise | $87,500 |
| Heal the City Free Clinic | |||||||
| PO Box 2556 | Amarillo | TX | 79105 | NONE | PC | general operating support | $5,000 |
| Hector Rivera | |||||||
| 318 South 1st Street | Lovington | NM | 88260 | NONE | I | 2019 Maddox Scholar | $1,668 |
| Hidden Genius Project | |||||||
| 2934 Telegraph Ave | Oakland | CA | 94609 | NONE | PC | general operating support | $5,000 |
| Hobbs Jaycees Community Fund Inc | |||||||
| PO Box 2372 | Hobbs | NM | 882412372 | NONE | PC | 2023 Hobbs August Nites | $78,586 |
| Hobbs Municipal Schools | |||||||
| 1515 East Sanger PO Box 1030 | Hobbs | NM | 88240 | NONE | GOV | Hobbs High School Band Program + tennis program in memory of Larry Joynt | $6,000 |
| Hollins University | |||||||
| PO Box 9627 | Roanoke | VA | 24020 | NONE | PC | Hollins Fund + French Department | $20,000 |
| Holy Angels Inc | |||||||
| 6600 W Wilkinson Blvd | Belmont | NC | 28012 | NONE | PC | general operating support + in memory of Frankie Smith | $3,500 |
| Hope Cancer Resources | |||||||
| 5835 W Sunset Ave | Springdale | AR | 72762 | NONE | PC | general operating support | $1,000 |
| Iglesia Roca Eterna | |||||||
| 1914 S 2nd Street | Lovington | NM | 88260 | NONE | PC | general operating support | $10,000 |
| Isaiah's Soup Kitchen | |||||||
| 304 W Harden Blvd | Hobbs | NM | 88240 | NONE | PC | freezers + Air Conditioner Purchase and Installation + general operating support | $31,605 |
| Jonathon Salgado | |||||||
| 701 West Cielo Dr | Hobbs | NM | 88240 | NONE | I | 2020 Maddox Scholar | $5,000 |
| Jones Center for Families Inc | |||||||
| 922 E Emma Avenue | Springdale | AR | 72764 | NONE | PC | scholarships | $1,000 |
| Josiah Matthews | |||||||
| 2108 Avignon Dr | Carrollton | TX | 75007 | NONE | I | college application fees + scholarship - 2023 Computer Laptop Recipient + 2022 Maddox Scholar | $4,729 |
| Junior Service League of Hobbs Inc | |||||||
| PO Box 723 | Hobbs | NM | 882410723 | NONE | PC | Spring Super Star Shoe Program + 2023 Fall Superstar Shoe Program | $18,000 |
| Justice Defenders | |||||||
| 2093 Philadelphia Pike 6214 | Claymont | DE | 19703 | NONE | PC | general operating support | $6,500 |
| Justice House | |||||||
| PO Box 2801 | Hobbs | NM | 88240 | NONE | PC | office needs + general operating support | $2,500 |
| Kaira Payen | |||||||
| 1314 E Cimarron Rd | Hobbs | NM | 88240 | NONE | I | 2018 Maddox Scholar | $2,500 |
| Kaitlyn Gallant | |||||||
| PO Box 1743 | Eunice | NM | 88231 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Kanza Society Inc High Plains Public Radio | |||||||
| 210 N 7th Street | Garden City | KS | 67846 | NONE | PC | general operating support | $3,000 |
| Las Cruces First Assembly of God | |||||||
| 5605 Bataan Memorial West | Las Cruces | NM | 88012 | NONE | PC | missions + community outreach | $20,000 |
| Lea County Commission for the Arts Inc | |||||||
| 122 W Broadway | Hobbs | NM | 88240 | NONE | PC | Readers Theater + general operating support | $11,350 |
| Lea County Cowboy Hall of Fame and Western Heritage Center | |||||||
| 5317 N Lovington Hwy | Hobbs | NM | 88240 | NONE | PC | in honor of Jim Davis | $250 |
| Lea County Museum Inc | |||||||
| 103 South Love | Lovington | NM | 88260 | NONE | PC | in honor of Mayor Robert | $5,000 |
| Lea County Swimming and Diving | |||||||
| 1100 E Rose Ln | Hobbs | NM | 88240 | NONE | PC | to assist with summer dive camp | $6,000 |
| Leadership New Mexico | |||||||
| PO Box 35696 | Albuquerque | NM | 871765696 | NONE | PC | to support statewide leadership development activities for 2022-2023 + Core Group Annual Dinner meeting event in Hobbs | $17,500 |
| Los Alamos National Laboratory Foundation | |||||||
| 1112 Plaza Del Norte | Espanola | NM | 84532 | NONE | PC | Principal Residencies in New Mexico | $10,000 |
| Lovington Mainstreet Corporation | |||||||
| PO Box 1418 | Lovington | NM | 88260 | NONE | PC | Not Vacant Shindig + Smokin' on the Plaza 2023 + Lea Theatre Revitalization | $298,758 |
| Lubbock Symphony Orchestra | |||||||
| 1313 Broadway Suite 2 | Lubbock | TX | 79401 | NONE | PC | in appreciation of David Cho | $10,000 |
| Marfan Foundation | |||||||
| 22 Manhasset Ave | Port Washington | NY | 11050 | NONE | PC | in support of Dr. Alan Braverman's gala | $1,000 |
| Mason Brown | |||||||
| PO Box 886 | Tatum | NM | 88267 | NONE | I | Scholarship - 2023 Computer Laptop Recipient + 2022 Maddox Scholar | $4,619 |
| Massachusetts Institute of Technology | |||||||
| PO Box 412926 | Boston | MA | 02241 | NONE | PC | The Educational Justice Initiative | $5,000 |
| Maverick Boys and Girls Club of Amarillo Inc | |||||||
| 1923 S Lincoln St | Amarillo | TX | 79109 | NONE | PC | general operating support | $3,000 |
| McCallie School Inc | |||||||
| 500 Dodds Ave | Chattanooga | TN | 37404 | NONE | PC | the sustaining fund | $5,000 |
| Memorial Sloan-Kettering Cancer Center | |||||||
| PO Box 27106 | New York | NY | 10087 | NONE | PC | in memory of Daniel Markstein | $1,000 |
| Michael J Fox Foundation for Parkinsons Research | |||||||
| Grand Central Station PO Box 477 | New York | NY | 101634777 | NONE | PC | in memory of Harry Lynch | $5,000 |
| Mykaylah Thomas | |||||||
| 4800 Grey Ghost | Hobbs | NM | 88240 | NONE | I | scholarship - 2023 Computer Laptop Recipient + 2022 distinguished scholar | $25,934 |
| MyPower Inc | |||||||
| PO Box 1756 | Hobbs | NM | 88241 | NONE | PC | Boys Mentoring Circles Pilot Program + general operating support | $15,000 |
| Nathanyel Rodriguez | |||||||
| 4145 North Apodaca Street | Hobbs | NM | 88240 | NONE | I | 2019 Maddox Scholar | $5,000 |
| Nature Conservancy Inc | |||||||
| 1613 Paseo De Peralta 200 | Santa Fe | VA | 87501 | NONE | PC | general operating support | $10,000 |
| New Beginnings NWA | |||||||
| 251 W 19th Street | Fayetteville | AR | 72701 | NONE | PC | general operating support | $1,000 |
| New City School Inc | |||||||
| 5209 Waterman Blvd | Saint Louis | MO | 63108 | NONE | PC | general operating support | $10,000 |
| New Heights Church | |||||||
| 3011 N College Ave | Fayetteville | AR | 72703 | NONE | PC | general operating support | $10,000 |
| New Mexico Junior College | |||||||
| 5317 Lovington Highway | Hobbs | NM | 88240 | NONE | GOV | NJCAA Outdoor Track and Field Championship + 2022-2023 Exhibits at the Western Heritage Museum | $72,397 |
| New Mexico Ramp Project | |||||||
| PO Box 90354 | Albuquerque | NM | 87109 | NONE | PC | Lea County Wheelchair Ramp Project | $20,500 |
| Nor-Lea Hospital District | |||||||
| 1600 N Main Ave | Lovington | NM | 88260 | NONE | PC | Guardian Angel | $25,000 |
| Olivia Bova | |||||||
| 1800 N Vega Drive | Hobbs | NM | 88240 | NONE | I | 2021 Maddox Scholar | $5,000 |
| Olivia Schaap | |||||||
| 12923 N Knowles Rd | Hobbs | NM | 88242 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| One Love Worldwide | |||||||
| 1223 El Caminito | Hobbs | NM | 88240 | NONE | PC | general operating support | $14,000 |
| Opportunity School Inc | |||||||
| 1100 S Harrison St | Amarillo | NM | 79101 | NONE | PC | general operating support | $5,000 |
| Option Inc | |||||||
| PO Box 2213 | Hobbs | NM | 88241 | NONE | PC | general operating support | $500 |
| Palmer Drug Abuse Program of Lea County Inc | |||||||
| PO Box 5185 | Hobbs | NM | 88241 | NONE | PC | in memory of R. A. Blair + general operating support + special kids program | $12,000 |
| Paseo Project Inc | |||||||
| PO Box 1075 | Taos | NM | 87571 | NONE | PC | general operating support | $20,000 |
| Peace at Home Family Shelter | |||||||
| PO Box 10946 | Fayetteville | AR | 72703 | NONE | PC | Candy Clark Pet Sanctuary | $1,000 |
| Peyton Goff | |||||||
| 9700 Goff Rd | Hobbs | NM | 88240 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Pfeiffer University | |||||||
| PO Box 960 | Misenheimer | NC | 28109 | NONE | PC | general operating support | $10,000 |
| Phoenix House - Sexual Assault & Domestic Violence Resource Center | |||||||
| 221 E Green Acres Dr | Hobbs | NM | 88240 | NONE | PC | general operating support | $13,080 |
| Planned Parenthood of the St Louis Region and Southwest Missouri | |||||||
| 4251 Forest Park Avenue | Saint Louis | MO | 63108 | NONE | PC | general operating support | $5,000 |
| Polished Network Inc | |||||||
| PO Box 38112 | Dallas | TX | 75238 | NONE | PC | in honor of Catherine Gates | $500 |
| Project 40 31 | |||||||
| 122 W Taylor St | Hobbs | NM | 88240 | NONE | PC | general operating support | $6,500 |
| Puente A La Salud Comunitaria | |||||||
| 1311-A East 6th St | Austin | TX | 78702 | NONE | PC | general operating support | $3,000 |
| Ranley Krueger | |||||||
| PO Box 35 | Tatum | NM | 88267 | NONE | I | 2021 Maddox Scholar | $7,500 |
| Reading Allowed | |||||||
| 275 S 19th St Ste 600 | Philadelphia | PA | 19103 | NONE | PC | general operating support | $3,000 |
| Rocky Mountain Youth Corps | |||||||
| PO Box 1960 | Ranchos de Taos | NM | 875571960 | NONE | PC | general operating support | $5,000 |
| Sacramento Methodist Assembly | |||||||
| PO Box 8 | Sacramento | NM | 883470008 | NONE | PC | general operating support + the Family Life Center + in honor of Paul and Sherry Campbell | $70,000 |
| Salem Academy and College | |||||||
| 601 S Church Street | WinstonSalem | NC | 27101 | NONE | PC | the Susan Leigh Maddox Science and Math Excellence Fund + math & science equipmen +, internships | $21,750 |
| Save the Children U S | |||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | NONE | PC | general operating support | $5,000 |
| Shelly Driskill | |||||||
| 1102 W Cochiti Ave | Hobbs | NM | 88240 | NONE | I | 2020 Maddox Scholar | $2,500 |
| Sheri's House of Hope Inc | |||||||
| 320 N Shipp Ste B | Hobbs | NM | 882401070 | NONE | PC | Technology, Marketing, and Professional Development + general operating support | $15,000 |
| Sofia Sepulveda | |||||||
| 838 W Harrison Ave | Lovington | NM | 88260 | NONE | I | scholarship - 2023 Computer Laptop Recipient | $2,119 |
| Susan G Komen Breast Cancer Foundation Inc | |||||||
| 2316 Randolph Rd | Charlotte | NC | 28207 | NONE | PC | general operating support | $5,000 |
| Taos Avalanche Center | |||||||
| PO Box 267 | El Prado | NM | 87529 | NONE | PC | general operating support | $5,000 |
| Team Haverhill Inc | |||||||
| PO Box 5034 | Haverhill | MA | 01835 | NONE | PC | River Ruckus event | $2,500 |
| Texas Methodist Foundation | |||||||
| 11709 Boulder Ln Ste 100 | Austin | TX | 78726 | NONE | PC | in memory of Roland McGregor + First Methodist Church of Hobbs Endowment | $20,000 |
| Texas Tech Law School Foundation | |||||||
| 1802 Hartford | Lubbock | TX | 79409 | NONE | PC | Dean's Excellence Fund | $10,000 |
| Texas Youth Trapshooters Association | |||||||
| 800 Baltimore | Hereford | TX | 79045 | NONE | PC | Youth Scholarships Fund | $5,000 |
| Town of Tatum | |||||||
| PO Box 156 | Tatum | NM | 88267 | NONE | GOV | Patio | $50,000 |
| Tri-State Shooting Sports Foundation | |||||||
| PO Box 30064 | Amarillo | TX | 791012442 | NONE | PC | general operating support | $10,000 |
| Troy White | |||||||
| 934 E Gold Ave | Hobbs | NM | 88240 | NONE | I | 2019 Distinguished Scholar | $53,212 |
| Turn the Page STL | |||||||
| 5501 Delmar Blvd Suite A490 | Saint Louis | MO | 63112 | NONE | PC | general operating support | $12,500 |
| United Way of Greater St Louis Inc | |||||||
| 910 N 11th St | Saint Louis | MO | 63101 | NONE | PC | BJC HealthCare's fundraising campaign | $43,000 |
| United Way of Lea County Inc | |||||||
| 320 N Shipp Ste B | Hobbs | NM | 88240 | NONE | PC | Capital Campaign support + Employee matching + warming station + wheelchair basketball tournament + Reading Under the Lights Scholastic Book Purchase | $327,677 |
| United Way of Northwest Arkansas Inc | |||||||
| PO Box 828 | Lowell | AR | 72745 | NONE | PC | general operating support | $1,000 |
| United Way of Pickens County | |||||||
| PO Box 96 | Easley | SC | 29641 | NONE | PC | Camp iRock Campaign | $5,000 |
| Unity Recovery Solutions | |||||||
| 1704 Santa Fe Drive Suite 200 | Weatherford | TX | 76086 | NONE | PC | Women's Sober Living Home (Unity House) + general operating support | $277,816 |
| University of New Mexico Foundation Inc | |||||||
| 700 Lomas Blvd NE Ste 108 | Albuquerque | NM | 87131 | NONE | PC | general operating support | $10,000 |
| University of the Southwest | |||||||
| 6610 N Lovington Hwy | Hobbs | NM | 882409120 | NONE | PC | 2023 Community Prayer Breakfast | $500 |
| Uplifting Athletes Inc | |||||||
| PO Box 574 | Doylestown | PA | 18901 | NONE | PC | 10,000 mile challenge | $5,000 |
| USTA Foundation | |||||||
| 2500 Westchester Avenue Suite 411 | Purchase | NY | 10577 | NONE | PC | in memory of Robert Laird Joynt | $1,500 |
| VMI Alumni Agencies Board Inc | |||||||
| PO Box 932 | Lexington | VA | 24450 | NONE | PC | merit and need-based scholarships in memory of Hunter Clarke | $500 |
| Wake Forest University | |||||||
| Box 7206 Reynolda Station | WinstonSalem | NC | 271097206 | NONE | PC | the law fund and maddox law scholarship | $45,000 |
| Wholly Rags | |||||||
| PO Box 1051 | Taos | NM | 875571051 | NONE | PC | general operating support | $5,000 |
| Women's Economic Self-Sufficiency Team | |||||||
| 720 E College 2 | Roswell | NM | 88201 | NONE | PC | general operating support | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,871,509 | 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 | $2,715,724 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,084 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,434,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,378 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $883,628 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP OTHER INCOME | 901101 | -$155,165 | 14 | $275,640 |
| PARTNERSHIP PORTFOLIO INCOME | 901101 | $42,157 | 14 | $1,339,940 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$63,546 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,649,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,585,770 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit and tax compliance services | CategoryTxt |
| Amt | $68,120 | Amt |
| Net Investment Income | $28,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,551 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| Automobiles | $128,814 | $84,230 | SL | 5.0 | $16,384 | |
| Office equipment & furniture | $279,735 | $221,674 | SL | 3.0 | $32,794 | $14,344 |
| Leasehold improvements | $285,457 | $202,957 | SL | 15.0 | $7,990 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| ST GAIN/(LOSS) FROM PASS-THROUGH ENTITIES | P | $667,777 | $667,777 | |
| LT GAIN/(LOSS) FROM PASS-THROUGH ENTITIES | P | $61,418 | $61,418 | |
| ST GAIN/(LOSS) FROM SECURITIES | P | -$176,058 | $176,058 | |
| LT GAIN/(LOSS) FROM SECURITIES | P | $377,869 | $377,869 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $91,837,314 | EOYBookValueAmt |
| EOYFMV | $105,339,198 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $151,585,609 | BookValueAmt |
| EOYFMV | $159,216,307 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AUTOMOBILES | $81,919 | $60,470 | $21,449 | $21,449 |
| EQUIPMENT & FURNITURE | $293,601 | $236,563 | $57,038 | $54,394 |
| LEASEHOLD IMPROVEMENTS | $285,457 | $230,730 | $54,727 | $54,727 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General legal services | CategoryTxt |
| Legal Fees | $44,846 | LegalFeesAmt |
| Net Investment Income | $6,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,635 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Program-related investment - NMCC | $68,099 | $0 | $0 |
| Program-related loans | $12,605,085 | $0 | $0 |
| Other Assets | $0 | $17,538 | $17,538 |
| Other Tax Refund | $0 | $30,924 | $30,924 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO EXPENSE | $10,568 | $1,568 | $0 | $7,926 |
| DUES & SUBSCRIPTIONS | $33,117 | $4,914 | $0 | $24,838 |
| GRANT ADMINSTRATION | $246,185 | $0 | $0 | $246,185 |
| RECRUITMENT | $360 | $214 | $0 | $0 |
| INSURANCE | $57,628 | $8,551 | $0 | $43,221 |
| LICENSES & FEES | $845 | $125 | $0 | $634 |
| MAINTENANCE AGREEMENTS | $152,933 | $22,691 | $0 | $114,700 |
| MEALS & ENTERTAINMENT | $59,839 | $0 | $0 | $44,879 |
| MISCELLANEOUS | $8,663 | $1,286 | $0 | $6,497 |
| OFFICE EXPENSE | $89,044 | $13,212 | $0 | $66,783 |
| POSTAGE | $6,226 | $923 | $0 | $4,670 |
| PASS-THROUGH INTEREST EXPENSE | $382,605 | $286,384 | $0 | $95,461 |
| TRAINING | $41,000 | $6,083 | $0 | $30,750 |
| OTHER PASS-THROUGH INVESTMENT EXPENSES | $2,986,781 | $2,318,262 | $0 | $0 |
| PENALTIES NONDEDUCTIBL | $5,155 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $1,502,572 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,613,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $770,693 | $297,918 | $0 | $268,725 |
| INVESTMENT FEES | $280,375 | $166,403 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Taxes Paid | $95,188 | $0 | $0 | $0 |
| State Taxes Paid | $43,038 | $0 | $0 | $0 |
| Tax from pass-through | $42,548 | $6,092 | $0 | $0 |