WAXAHACHIE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WAXAHACHIE FOUNDATION INC (EIN 75-6085367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349104743
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:34:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT & WEEDON CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 FERRIS AVENUE | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 751653000 | 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 | 756085367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXAHACHIE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | WAXAHACHIE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAXA | BusinessNameControlTxt |
| Phone | 9728257092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 574 | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL COLWELL | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9729230307 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| 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 | MARTHA K WEEDON | PreparerPersonNm |
| PTIN | P00184099 | PTIN |
| Phone | 9729231590 | PhoneNum |
| Preparation | 2024-11-15 | 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 | $3,322,525 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,885 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,738,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,121 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $479,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,424 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,121 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,285 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $119 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $119 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $634 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $290,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,986 | CashBOYAmt |
| Cash EOY | $4,975 | CashEOYAmt |
| Cash EOYFMV | $4,975 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,373 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,770,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,831,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,059,177 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,839,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,094,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,322,525 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $8,925 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $8,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,815,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,079,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,830,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,839,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,094,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,830,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $290,847 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,121,076 | SubtotalAmt |
| Other Decreases | $26,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,394 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,394 | SubtotalAmt |
| Tax Based On Investment Income | $1,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,290 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,290 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $154 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | WAXAHACHIEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | PAUL COLWELL | IndividualWithBooksNm |
| Phone | 9728257092 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 PARK PL STE 800 | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2017 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2016 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PAUL COLWELL | ||||||||
| 115 PARK PL STE 800 | WAXAHACHIE | TX | 75165 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| ELIZABETH TULL | ||||||||
| 136 MUSTANG CREEK DRIVE | WAXAHACHIE | TX | 75165 | PAST PRESIDE | 000.00 | $0 | $0 | $0 |
| KERRIC BRADFORD | ||||||||
| 7851 MARKS DRIVE | WAXAHACHIE | TX | 75167 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STEVE CHAPMAN | ||||||||
| PO BOX 3251 | WAXAHACHIE | TX | 75168 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHELE WRAY | ||||||||
| 200 N ROGERS STE A | WAXAHACHIE | TX | 75165 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PATRICK WILSON | ||||||||
| 109 S JACKSON | WAXAHACHIE | TX | 75165 | VICE-PRESIDE | 000.00 | $0 | $0 | $0 |
| KRYSTAL VALDEZ | ||||||||
| 220 HACIENDA DR | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SCOTT BROOKS | ||||||||
| 134 HOLLY ST | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CINDY BURCH | ||||||||
| 105 W JEFFERSON | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CAROLINE FORD | ||||||||
| 319 E MARVIN | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DR KIM TREWERN | ||||||||
| 1200 SYCAMORE ST | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TWENTY-SIX CHARITABLE ORGANIZATIONS WERE FUNDED IN ORDER TO PROMOTE FURTHER CHARITABLE WORK IN WAXAHACHIE AND THE SURROUNDING ELLIS COUNTY AREA. | Description1Txt |
| Expenses1 | $186,272 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,191,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,286,755 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,286,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,237,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,394 | TotalTaxAmt |
| Distributable Before Adj | $160,479 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,479 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,479 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,272 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $186,272 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,479 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,622 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $110,028 | TotalForPriorYearsAmt |
| Qualifying Distributions | $186,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,622 | AppliedToYear1Amt |
| Applied To Prior Years | $23,650 | AppliedToPriorYearsAmt |
| Prior Year Undistributed Incm | $86,378 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $86,378 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $160,479 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WAXAHACHIE FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3251 | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729231590 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | IT IS THE FRIDAY PRIOR TO THE GRANTS COMMITTEE MEETING, WHICH IS THE FOURTH TUESDAY IN JANUARY, APRI | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE USUALLY LIMITED TO INTEREST INCOME BASED ON INVESTMENTS FOR EACH QUARTER. THE FINANCE COMMITTEE REVIEWS THIS AND TELLS THE GRANT COMMITTEE WHAT IS AVAILABLE. THE GRANTS COMMITTEE SEES EACH REQUEST AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELIEVING RESTORATION IS ATTAINABLE | ||||||
| 113 HOLLY ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $10,000 |
| COMMON GROUND | ||||||
| P O BOX 444 | WAXAHACHIE | TX | 75168 | 501(C)3 | VARIOUS PROJECTS ,EMERGENCY FUND | $14,800 |
| CROSSROADS OF TX FILM & MUSIC FEST | ||||||
| 2000 CIVIC CENTER LANE | WAXAHACHIE | TX | 75165 | 501(C)6 | OPERATIONS | $2,500 |
| DINAH WEABLE BREAST CANCER SURVIVOR | ||||||
| P O BOX U | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $14,111 |
| ELLIS COUNTY CHILD WELFARE BOARD | ||||||
| P O BOX 31 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $10,000 |
| ELLIS COUNTY CHILDREN'S ADVOCACY | ||||||
| 425 E ROSS | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| ELLIS COUNTY CHILDREN'S THEATER | ||||||
| PO BOX 2752 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $2,500 |
| ELLIS COUNTY HOMELESS COALITION | ||||||
| 613 FERRIS AVE STE 105 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $2,500 |
| ELLIS COUNTY MUSEUM | ||||||
| 201 S COLLEGE ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $10,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 505 W MARVIN AVENUE | WAXAHACHIE | TX | 75165 | 501(C)3 | MISSIONS-BACKPACK PROGRAM | $10,000 |
| HEADSTRONG COALITION | ||||||
| 120 AUBURN ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $2,500 |
| LOVE YOUR NEIGHBOR | ||||||
| 410 W MADISON | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| NEXT GENERATION STEM GARDEN | ||||||
| 122 PARK HILLS DR | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $800 |
| COMMUNITY PARTNERS OF ELLIS COUNTY | ||||||
| P O BOX 3231 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $5,000 |
| SALVATION ARMY OF ELLIS COUNTY | ||||||
| 620 FARLEY STREET | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $15,000 |
| SIMS LIBRARY | ||||||
| 515 W MAIN ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATING | $5,000 |
| SONG & SMILES | ||||||
| 129 S MAIN ST STE 260 | GRAPEVINE | TX | 76051 | 501(C)3 | OPERATIONS | $500 |
| SPCA OF TEXAS | ||||||
| 2570 FM 878 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| T & S MINISTRIES | ||||||
| 691 CORNELL LANE 104 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,561 |
| TEXAS BAPTIST HOME | ||||||
| 629 FARLEY ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $10,000 |
| TEXAS RAMP PROJECT | ||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | 501(C)3 | OPERATIONS | $12,000 |
| WAXAHACHIE CARE | ||||||
| 1208 FERRIS AVE | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS, EQUIPMENT | $20,000 |
| WAXAHACHIE LITTLE PANTRY | ||||||
| 304 W 5TH ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| WAXAHACHIE QUARTERBACK CLUB | ||||||
| 3001 US HWY 287 BYPASS | WAXAHACHIE | TX | 75167 | 501(C)3 | OPERATIONS | $7,500 |
| WAXAHACHIE SENIOR CENTER | ||||||
| 122 PARK HILLS DR | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $1,000 |
| WAXAHACHIE SYMPHONY | ||||||
| PO BOX 405 | WAXAHACHIE | TX | 75168 | 501(C)3 | CONCERT FUNDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,272 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $13,885 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $89,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $32,984 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,573 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOLLY ENERGY | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,121 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 25 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $34,105 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $445,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $479,249 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 4 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 8 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 11B | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES PAID 2023 | CategoryTxt |
| Amt | $1,285 | Amt |
| Net Investment Income | $1,285 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (36 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES INC. | 2007-02 | PURCHASE | 2023-01 | $40 | $118 | -$78 |
| SHORT TERM COVERED | 2022-12 | PURCHASE | 2023-03 | $4,772 | $4,958 | -$186 |
| OLD NATL BK EVANSVILLE IND | 2023-03 | PURCHASE | 2023-10 | $120,000 | $119,970 | $30 |
| CITIZENS BK NA PROVIDENCE RI | 2023-03 | PURCHASE | 2023-12 | $120,000 | $119,940 | $60 |
| ROYAL BUSINESS BK LOS ANGELES | 2023-03 | PURCHASE | 2023-10 | $120,000 | $119,970 | $30 |
| LONG TERM COVERED | 2017-02 | PURCHASE | 2023-03 | $302,852 | $332,846 | -$29,994 |
| ORGANON & CO. | 2021-06 | PURCHASE | 2023-03 | $505 | $108 | $397 |
| HOLLY ENERGY | 2020-05 | PURCHASE | 2023-03 | $35,054 | $2,070 | $32,984 |
| A T & T INC | 2022-03 | PURCHASE | 2023-03 | $22,713 | $24,202 | -$1,489 |
| ABBOTT LABORATORIES | 2022-03 | PURCHASE | 2023-03 | $64,251 | $15,587 | $48,664 |
| ABBVIE INC | 2011-10 | PURCHASE | 2023-03 | $1,861 | $331 | $1,530 |
| AMERICAN HIGH-INC MUNI BD A | 2022-03 | PURCHASE | 2023-03 | $180,017 | $174,433 | $5,584 |
| AMERICAN CAP INC BUILDER A | 2021-10 | PURCHASE | 2023-03 | $1,075 | $1,200 | -$125 |
| AMERICAN CAP WRLD GRE & INC A | 2021-10 | PURCHASE | 2023-03 | $949 | $1,200 | -$251 |
| COLGATE PALMOLIVE CO | 2022-03 | PURCHASE | 2023-03 | $55,188 | $35,019 | $20,169 |
| CONSOLIDATED EDISON INC | 2014-02 | PURCHASE | 2023-03 | $16,164 | $9,684 | $6,480 |
| AMERICAN EUROPACIFIC GROWTH A | 2021-03 | PURCHASE | 2023-03 | $10,185 | $7,622 | $2,563 |
| GE HEALTHCARE TECHNOLOGIES INC | 2007-02 | PURCHASE | 2023-03 | $3,135 | $7,246 | -$4,111 |
| GENERAL ELECTRIC CO | 2007-02 | PURCHASE | 2023-03 | $11,451 | $27,919 | -$16,468 |
| GSK PLC | 2014-04 | PURCHASE | 2023-03 | $19,434 | $31,703 | -$12,269 |
| HSBC HOLDINGS PLC | 2014-02 | PURCHASE | 2023-03 | $24,837 | $39,677 | -$14,840 |
| HALEON PLC | 2014-04 | PURCHASE | 2023-03 | $5,706 | $6,979 | -$1,273 |
| ILLINOIS TOOL WORKS INC | 2021-03 | PURCHASE | 2023-03 | $111,546 | $30,211 | $81,335 |
| AMERICAN INC FUND OF AMERICA | 2022-03 | PURCHASE | 2023-03 | $111,383 | $88,200 | $23,183 |
| INTEL CORP | 2011-10 | PURCHASE | 2023-03 | $42,099 | $34,739 | $7,360 |
| J P MORGAN CHASE & CO | 2004-12 | PURCHASE | 2023-03 | $36,637 | $11,096 | $25,541 |
| JOHNSON & JOHNSON | 2022-03 | PURCHASE | 2023-03 | $76,307 | $31,440 | $44,867 |
| KRAFT HEINZ CO | 2010-07 | PURCHASE | 2023-03 | $17,259 | $12,971 | $4,288 |
| MERCH & CO INC | 2022-03 | PURCHASE | 2023-03 | $16,472 | $5,031 | $11,441 |
| MICROSOFT CORP | 2011-10 | PURCHASE | 2023-03 | $76,518 | $7,593 | $68,925 |
| MONDELEZ INTERNATIONAL | 2010-07 | PURCHASE | 2023-03 | $2,724 | $745 | $1,979 |
| ORGANON & CO | 2021-06 | PURCHASE | 2023-03 | $1,953 | $1,390 | $563 |
| REPUBLIC SERVICES INC CL A | 2014-04 | PURCHASE | 2023-03 | $90,960 | $24,747 | $66,213 |
| SYSCO CORP | 2011-06 | PURCHASE | 2023-03 | $13,922 | $5,692 | $8,230 |
| VERIZON COMMUNICATIONS | 2014-02 | PURCHASE | 2023-03 | $15,421 | $19,581 | -$4,160 |
| WARNER BROS DISCOVERY | 2022-03 | PURCHASE | 2023-03 | $4,414 | $7,408 | -$2,994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | ||
| ABBVIE | $16,572 | $99,336 |
| AEPGX - MUTUAL FUND | ||
| AMECX - MUTUAL FUNDS | ||
| AMGEN INC | $28,696 | $55,300 |
| AMHIX - MUTUAL FUNDS | ||
| APPLE INC. | $90,540 | $108,830 |
| AT&T | ||
| CAIBX - MUTUAL FUND | ||
| CHEVRON | $39,595 | $87,054 |
| COCA COLA | $65,609 | $89,933 |
| COLGATE PALMOLIVE | ||
| CONSOLIDATED EDISON INC | $47,080 | $87,604 |
| CWGIX - MUTUAL FUND | ||
| EMERSON ELECTRIC | $59,357 | $109,594 |
| EVERSOURCE ENERGY | $78,019 | $76,875 |
| EXXON MOBIL | $80,984 | $86,479 |
| FEDERATED HERMES GO | $119,369 | $119,369 |
| GENERAL ELECTRIC | ||
| GLAXOSMITHKLINE PLC | ||
| HALEON PLC | ||
| HARTFORD FINANCIAL SVCS | $36,260 | $110,121 |
| HASBRO | $26,116 | $31,678 |
| HSBC HLDS | ||
| ILLINOIS TOOL WORKS | $26,909 | $111,063 |
| INTEL | ||
| JOHNSON & JOHNSON | ||
| JPMORGAN CHASE | $30,162 | $131,317 |
| KRAFT HEINZ CO | ||
| LINDE PLC | $90,945 | $109,490 |
| LORD ABBETT INVT TR | $116,161 | $119,581 |
| LOWES CORP | $91,251 | $103,533 |
| MCDONALDS | $39,584 | $121,273 |
| MEDICAL PROPERTIES TRUST | $42,844 | $16,694 |
| MEDTRONIC PLC | $77,076 | $78,180 |
| MERCK | $22,715 | $103,242 |
| MICROSOFT | $19,918 | $272,253 |
| MONDELEZ INTL INC. | $24,570 | $95,608 |
| MORGAN STANLEY BK 03-28-24 | $119,940 | $119,868 |
| MORGAN STANLEY BK 03-31-25 | $119,760 | $119,864 |
| ORGANON | ||
| PHILLIPS 66 | $15,681 | $66,570 |
| PROCTOR & GAMBLE | $49,548 | $92,675 |
| REPUBLIC SERVICES, INC | ||
| SYSCO CORP | $35,268 | $87,171 |
| TC ENERGY CORP | ||
| UNION PACIFIC CORP | $91,615 | $119,294 |
| VENTAS INC | ||
| VERIZON COMMUNICATIONS | ||
| VF CORP | $60,623 | $30,512 |
| WARNER BROS DISCOVERY INC | ||
| WELLS FARGO | $68,704 | $98,816 |
| HOLLY ENERGY |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $26,257 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SURETY BOND RENEWAL (CNA) | $181 | $181 |
| CHECK SUPPLIES | $205 | $205 |
| POST OFFICE BOX RENT | $248 | $248 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOLLY ENERGY | Desc |
| Revenue And Expenses Per Books | $1,121 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,121 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAA | $92 | $92 |
| INCOME TAX | ||
| INCOME TAX |