MAYNARD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAYNARD FOUNDATION (EIN 75-6056417)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-02-23
- IRS object ID
- 202300549349100315
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-23T11:59:48-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853890541 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMMS AN ATLAS NAVIGATORS FIRM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE ST STE 600 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756056417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYNARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYN | BusinessNameControlTxt |
| Phone | 8063747872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA MAYNARD | PersonNm |
| Person Title | PRES./SEC./TREASURER | PersonTitleTxt |
| Phone | 8063747872 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | MAYNARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D MITCHELL | PreparerPersonNm |
| PTIN | P00005725 | PTIN |
| Phone | 8063736661 | PhoneNum |
| Preparation | 2023-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $388,872 | 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 | $2,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,647 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,263 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,005 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,840 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $82 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,787 | CashBOYAmt |
| Cash EOY | $10,737 | CashEOYAmt |
| Cash EOYFMV | $10,737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,520 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $119,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,388 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $222,325 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $235,730 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $212,227 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $381,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $351,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $388,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $381,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $351,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $381,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $351,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $381,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $351,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $381,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,947 | OtherIncreasesAmt |
| Subtotal | $351,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $351,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DEVONSHIRE REIT II OP (391 SH) | P | 2012-10-19 | 2021-12-15 | $977 | $11,595 | -$10,618 | -$10,618 |
| DENTON COUNTY TX WATER 3.0% (25000) | P | 2013-04-11 | 2022-02-15 | $25,000 | $25,000 | ||
| ALTRIA GROUP INC (25 SH) | P | 2018-07-11 | 2022-02-17 | $1,270 | $1,471 | -$201 | -$201 |
| NUCOR CORP (40 SH) | P | 2018-07-11 | 2022-02-17 | $4,930 | $2,583 | $2,347 | $2,347 |
| CHEVRON CORP (40 SH) | P | 2012-12-19 | 2022-02-18 | $5,321 | $4,433 | $888 | $888 |
| WELLS FARGO & CO (50 SH) | P | 2020-09-15 | 2022-02-18 | $2,781 | $1,723 | $1,058 | $1,058 |
| WARNER BROS DISCOVERY INC (.53 SH) | P | 2021-11-05 | 2022-04-26 | $11 | $13 | -$2 | -$2 |
| SHOP ONE CENTERS (911 SH) | P | 2012-10-19 | 2022-06-01 | $2,650 | $2,368 | $282 | $282 |
| MCDONALDS CORP (15 SH) | P | 2017-03-24 | 2022-11-08 | $4,191 | $1,943 | $2,248 | $2,248 |
| SOUTHERN CO (30 SH) | P | 2016-07-14 | 2022-11-08 | $1,925 | $1,602 | $323 | $323 |
| CHEVRON CORP (15 SH) | P | 2020-09-15 | 2022-11-08 | $2,792 | $1,316 | $1,476 | $1,476 |
| GENERAL MILLS INC (25 SH) | P | 2016-08-03 | 2022-11-08 | $1,991 | $1,737 | $254 | $254 |
| WARNER BROS DISCOVERY INC (66 SH) | P | 2012-12-19 | 2022-11-08 | $663 | $2,117 | -$1,454 | -$1,454 |
| APPLE INC (10 SH) | P | 2016-04-27 | 2022-11-08 | $1,403 | $245 | $1,158 | $1,158 |
| NUCOR CORP (10 SH) | P | 2018-07-11 | 2022-11-08 | $1,358 | $645 | $713 | $713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,528 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63 | SubtotalAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $63 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIRGINIA MAYNARD | IndividualWithBooksNm |
| Phone | 8063747872 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | 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 | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | PRES./SEC./T | 1.00 | $2,000 | $0 | $0 |
| TOM MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARTHA MAYNARD | ||||||||
| 2416 HAYDEN STREET | AMARILLO | TX | 79109 | DIRECTOR | 0.50 | $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 | N/A - ORGANIZATION IS A GRANT MAKING ENTITY ONLY. | Description1Txt |
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 | $424,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,929 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $431,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63 | TotalTaxAmt |
| Distributable Before Adj | $21,210 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,210 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,210 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,205 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,210 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,155 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,882 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,516 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,205 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,995 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,695 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,155 | ExcessFromYear4Amt |
| Excess From Year3 | $10,312 | ExcessFromYear3Amt |
| Excess From Year2 | $9,882 | ExcessFromYear2Amt |
| Excess From Year1 | $9,516 | ExcessFromYear1Amt |
| Excess From Current Year | $17,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGINIA MAYNARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2416 HAYDEN STREET | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063743063 | RecipientPhoneNum |
| Form And Info And Materials | A STANDARD FORM WITH LETTERHEAD, DESCRIPTION OF ACTIVITIES, MAJOR CONTRIBUTIONS AND PRIOR FINANCIAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31, EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY, THE SOUTHWEST AREA OF THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO AREA FOUNDATION | |||||||
| 801 S FILLMORE STE 700 | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO CHILDREN'S HOME | |||||||
| 3400 S BOWIE | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO COLLEGE FOUNDATION | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | OPERATIONS | $2,000 |
| AMARILLO MUSEUM OF ART | |||||||
| 2200 S VAN BUREN | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $500 |
| AMARILLO OPERA | |||||||
| 2223 S VAN BUREN | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $1,000 |
| AMARILLO SYMPHONY | |||||||
| PO BOX 2586 | AMARILLO | TX | 79105 | NONE | PC | OPERATIONS | $1,000 |
| CAL FARLEY'S BOYS RANCH | |||||||
| 600 SW 11TH ST | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $2,000 |
| CARE NET | |||||||
| 6709 WOODWARD | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $250 |
| CHRISTIAN RELIEF FUND | |||||||
| 1501 SW 58TH AVE | AMARILLO | TX | 79110 | NONE | PC | OPERATIONS | $250 |
| CITY CHURCH OUTREACH MINISTRY | |||||||
| 205 S POLK ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MONROE | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,000 |
| EVELINE RIVERS SUNSHINE COTTAGE | |||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | NONE | PC | OPERATIONS | $250 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1118 S HARRISON ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $3,200 |
| GREATER EUROPE MISSION | |||||||
| PO BOX 1669 | MONUMENT | CO | 80132 | NONE | PC | OPERATIONS | $500 |
| HEAL THE CITY | |||||||
| 604 S TENNESSEE | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $1,000 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 S ROSS | AMARILLO | TX | 79120 | NONE | PC | OPERATIONS | $500 |
| LAURA BUSH INSTITUTE WOMEN'S HEALTH | |||||||
| 5920 FOREST PARK ROAD | DALLAS | TX | 75235 | NONE | PC | OPERATIONS | $500 |
| MD ANDERSON-MANTLE CELL LYMPITOMA R | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | OPERATIONS | $1,000 |
| MEALS ON WHEELS OF AMARILLO | |||||||
| 219 W 7TH AVE | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $500 |
| NAVIGATORS | |||||||
| 6122 HANSON | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $1,000 |
| NEW TRIBES MISSION INC | |||||||
| 1000 EAST FIRST ST | SANFORD | FL | 32771 | NONE | PC | OPERATIONS | $500 |
| OPPORTUNITY SCHOOL | |||||||
| 1100 S HARRISON ST | AMARILLO | TX | 79101 | NONE | PC | OPERATIONS | $1,500 |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 FOURTH AVE | CANYON | TX | 79015 | NONE | PC | OPERATIONS | $500 |
| SALVATION ARMY | |||||||
| PO BOX 2490 | AMARILLO | TX | 79105 | NONE | PC | OPERATIONS | $1,000 |
| SAMARITAN'S PURSE INTL RELIEF | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | OPERATIONS | $1,000 |
| SHARING HOPE MINISTRY | |||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | NONE | PC | OPERATIONS | $1,000 |
| SIM USA INC | |||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | NONE | PC | OPERATIONS | $2,000 |
| SPECIAL OLYMPICS - WEST REGION | |||||||
| PO BOX 143806 | AMARILLO | TX | 78714 | NONE | PC | OPERATIONS | $500 |
| SPEIRO LEGACIES | |||||||
| PO BOX 2202 | AMARILLO | TX | 79105 | NONE | PC | OPERATIONS | $1,000 |
| TEXAS PANHANDLE WAR MEMORIAL | |||||||
| 4111 S GEORGIA | AMARILLO | TX | 79110 | NONE | PC | OPERATIONS | $500 |
| UNITED WAY | |||||||
| 2207 LINE AVE | AMARILLO | TX | 79106 | NONE | PC | OPERATIONS | $1,000 |
| WORD IS OUT | |||||||
| PO BOX 96 | WILMORE | KY | 40390 | NONE | PC | OPERATIONS | $500 |
| WORD AT WORK | |||||||
| 1400 WOLFLIN AVE | AMARILLO | TX | 79109 | NONE | PC | OPERATIONS | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | OPERATIONS | $250 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,997 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,027 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,639 | 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 | CMMS PLLC | CategoryTxt |
| Amt | $3,350 | Amt |
| Net Investment Income | $2,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,005 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUSTIN TX COMMUNI COLLEGE3.6%(10000) | $9,933 | $9,082 |
| DENTON TX FRESH WATER 3%(0) | ||
| DUKE ENERGY CORP MTN 3.2%(25,000) | $25,000 | $23,595 |
| ISHARES CORE US AGGR BD ETF(774) | $86,388 | $76,077 |
| ORACLE CORP 3.25%(10,000) | $10,236 | $8,697 |
| SPDR PORTFO. INT TERM CORP BD(2,352) | $84,022 | $75,523 |
| TEXAS A&M UNIV STS BRD 4%(20,000) | $20,151 | $19,253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC (375) | $8,665 | $7,230 |
| ALTRIA GROUP (150) | $5,400 | $6,987 |
| APPLE INC (50) | $1,222 | $7,401 |
| CHEVRON CORP (40) | $3,048 | $7,332 |
| CISCO SYS INC (155) | $3,820 | $7,707 |
| COCA COLA COMPANY (135) | $5,000 | $8,587 |
| DUKE ENERGY CORP (75) | $5,088 | $7,495 |
| ENBRIDGE INC (175) | $5,392 | $7,226 |
| GENERAL MILLS INC (90) | $4,606 | $7,677 |
| HOME DEPOT INC (25) | $3,497 | $8,100 |
| INTEL CORP (240) | $5,738 | $7,217 |
| JOHNSON & JOHNSON (50) | $5,681 | $8,900 |
| KIMBERLY-CLARK CORP (55) | $4,739 | $7,460 |
| LOCKHEED MARTIN CORP (20) | $5,220 | $9,704 |
| MCDONALDS CORP (25) | $2,900 | $6,820 |
| NUCOR CORP (50) | $2,671 | $7,497 |
| PAYCHEX INC COM (60) | $2,782 | $7,442 |
| SOUTHERN CO (105) | $5,288 | $7,102 |
| VANGUARD FTSE ALL-WORLD ETF(285) | $14,347 | $14,791 |
| WELLS FARGO & CO (140) | $3,494 | $6,713 |
| DEVONSHIRE REIT II (0) | ||
| SHOP ONE CENTERS OP PTR LP(0) |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVONSHIRE COST BASIS ADJ | Desc |
| Amt | $5,947 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAPPY STATE BANK | CategoryTxt |
| Amt | $3,840 | Amt |
| Net Investment Income | $3,840 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $82 | Amt |
| Net Investment Income | $82 | NetInvestmentIncomeAmt |