2023-05-11T20:52:48-05:00 2022-12-31 750706311 Freemon Shapard & Story 807 8th Street 2nd Floor Wichita Falls TX 763013381 990PF 2022-01-01 756029882 The Priddy Foundation PRID 9407238720 807 Eighth Street 1010 Wichita Falls TX 76301 Dr Shelley Sweatt CEO President/CEO 9407238720 2023-05-08 1 Dr Shelley Sweatt CEO 999009999 0 Debra Humpert P01206601 9403224436 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 240326573 X X 596 596 4670163 4094039 2866490 30033685 2866490 42542 42542 7579791 7003667 390616 58592 332024 214975 13122 201853 72385 7239 65146 1935 968 967 65900 32950 32950 727581 687931 94 240742 157679 0 13991 13991 56431 16929 39502 23676 2516 21160 813843 36023 496838 2622075 1027940 1190534 13799878 13799878 16421953 1027940 14990412 -8842162 5975727 3853803 5624275 5624275 229491 191937 191937 76963715 61979362 55057156 53706227 55943840 100545287 68843155 70656308 78371502 340073 225238 128826 114835 114835 22407 22407 192090 203518133 194532964 240326573 143007 143007 0 X 0 0 203375126 194532964 0 0 203375126 194532964 203518133 194532964 203375126 -8842162 0 194532964 0 194532964 Publicly Traded Securities - Dodge & Cox Short-Term P 2022-12-31 979819 886875 92944 92944 Publicly Traded Securities - Dodge & Cox Long-Term P 2022-12-31 5994437 3741192 2253245 2253245 Publicly Traded Securities - Luther King Short-Term P 2022-12-31 2271678 2788993 -517315 -517315 Publicly Traded Securities - Luther King Long-Term P 2022-12-31 6428403 4155023 2273380 2273380 Publicly Traded Securities - Sentry Long-Term P 2022-12-31 14306916 15563545 -1256629 -1256629 Vanguard Large Cap Index Fund Long-Term P 2022-12-31 51805 31567 20238 20238 Litigation settlements P 2022-12-31 74 74 74 Capital Gains Dividends P 553 553 553 2866490 83063 0 83063 0 83063 275000 0 0 0 275000 X 0 191937 22500 169437 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.priddyfoundation.org The Priddy Foundation 9407238720 807 8th St Ste 1010 Wichita Falls TX 76301 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Shelley S Sweatt 807 8th St Ste 1010 Wichita Falls TX 76301 President/CEO 40.00 328116 21926 0 David Wolverton 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee Emeritus 0.00 0 0 0 Berneice R Leath 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee Emerita 0.00 0 0 0 Cathy Biggs 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Debbie Barrow 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 6500 0 0 Margaret Henry 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 James Johnson 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Robert Britt Milstead 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Marjorie Parker 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Cheryl Prothro 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Max Vordenbaum 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Bert Huff 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee 2.00 7000 0 0 Dr David Flack 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee-elect 0.00 0 0 0 Michael Stanford 807 8th St Ste 1010 Wichita Falls TX 76301 Trustee-elect 0.00 0 0 0 Walter Priddy DOD 7779 807 8th St Ste 1010 Wichita Falls TX 76301 Foundation Manager 0.00 0 0 0 Ashley Priddy DOD 3584 807 8th St Ste 1010 Wichita Falls TX 76301 Foundation Manager 0.00 0 0 0 Swannanoa Priddy DOD 8780 807 8th St Ste 1010 Wichita Falls TX 76301 Foundation Manager 0.00 0 0 0 Robert T Priddy DOD 1615 807 8th St Ste 1010 Wichita Falls TX 76301 Foundation Manager 0.00 0 0 0 Pat Myers 807 8th Ste 1010 Wichita Falls TX 76301 Office Operations Ma 40.00 87480 6317 0 Kayla Knobloch 807 8th Ste 1010 Wichita Falls TX 76301 Financial Analyst 40.00 67523 4822 0 Joshua K Johnson 807 8th Ste 1010 Wichita Falls TX 76301 Program Analyst 40.00 25808 4578 0 0 Luther King Capital Mgmt 301 Commerce St Ste 1600 Fort Worth TX 76102 Investment services 333018 Dodge & Cox 555 California St 40th Floor San Francisco CA 94104 Investment services 173225 American National Bank & Trust 2732 Midwestern Pkwy Wichita Falls TX 76308 Custody services 97509 Sentry Management 5 Eureka Circle Suite E Wichita Falls TX 76308 Investment services 71930 Vanguard PO Box 3009 Monroe WI 53566 Investment services 51805 0 0 254708099 3826116 665118 259199333 0 0 259199333 3887990 255311343 12765567 12765567 83063 83063 12682504 0 12682504 0 12682504 14990412 0 14990412 12682504 12063401 0 0 14990412 12063401 0 0 2927011 0 0 0 0 0 0 0 0 9755493 0 0 0 Walter Priddy DOD 7779 Ashley Priddy DOD 3584 Swannanoa Priddy DOD 8780 Robert T Priddy DOD 1615 Dr Shelley S Sweatt 807 8th St Ste 1010 Wichita Falls TX 76301 9407238720 Grant application should be made with the Foundation's grant application form that is available on the Foundation's web site www.priddyfdn.org. The following information should be submitted with the completed grant application: 1. Copy of the requesting organization's 501(c)(3) tax-exempt letter from the IRS. 2. A list of officers and directors. 3. A detailed project budget that includes administration costs, salaries, projected overhead expenses, etc. 4. A copy of the organization's most recent audit. 5. Latest financial statements. Two meetings per year are held.Deadlines are February 1st & August 1st.See the website for details. Organizations receiving grants must be tax-exempt 501(c)(3) entities. The primary grant categories are human services, education and the arts and health. The Foundation's service area encompasses 18 counties in North Texas and 6 counties in southern Oklahoma. Abilene Recovery Council 104 Pine St Suite 205 Abilene TX 79601 PC Parenting Awareness and Drug Risk Education Services (PADREs) 2022-2023 63750 Acts 4 Others P O Box 811 Decatur TX 76234 PC United 4 Hope Against Homelessness 2022 20000 Alzheimer's Disease and Related Disorders Association Inc 901 Indiana Suite 350 Wichita Falls TX 76301 PC Education & Support Services 2021-2022 30000 American National Red CrossAmerican Red Cross of North Central Texas 1809 5th Street Wichita Falls TX 76301 PC Disaster Services 2022-2023 75000 Anag Inc P O Box 578 Archer City TX 76351 PC Program Support 2023 20000 Arts Council Wichita Falls Area Inc dba Kemp Center for the Arts 1300 Lamar Wichita Falls TX 76301 PC Kemp Center Renovation and Updates 2022 200000 Beautiful Day Foundation 45 N 9th St Suite 213 Duncan OK 73533 PC Program Support PG 2023 15000 Bicentennial City-County Library 809 Richards Street Paducah TX 79248 PC ESports Equipment Purchase 2022 25400 Bicentennial City-County Library 809 Richards Street Paducah TX 79248 PC Technology Community Impact Program 2022 - 2025 88240 Big Brothers Big Sisters Lone Star 1501 Midwestern Parkway Suite 100 Wichita Falls TX 76302 PC Technology Community Impact Program 2022 - 2025 53641 Big Brothers Big Sisters Lone Star 1501 Midwestern Parkway Suite 100 Wichita Falls TX 76302 PC Wichita County Program Support 2022 55000 Bonton Enterprises 2612 Valentine St Dallas TX 75215 PC Bonton Farms Program Support PG 2023 45000 Boy Scouts of America Council 3604 Maplewood Ave Wichita Falls TX 76308 PC Technology Community Impact Program 2022 - 2025 130596 Boy Scouts of America Council 3604 Maplewood Ave Wichita Falls TX 76308 PC Camp Support/Scout Office Building Renovation 2022 110000 Boys Club of Burkburnett P O Box 2 Burkburnett TX 76354 PC Summer Day Camp 2022 50000 Bray Community Center 1014 S Brooks Rd Marlow OK 73055 PC Community Food Pantry 2022 - 2023 12000 Bridgeport ISD Education Foundation Inc 2107 15th St Bridgeport TX 76426 PC Support Services for At-Risk Students 2022-2023 68000 Bridgeport Music and Arts Foundation Inc 278 Private Road 1519 Bridgeport TX 76426 PC Wise County Youth Strings Ensemble 2021-2022 & 2022-2023 14000 Bridgeport Music and Arts Foundation Inc 278 Private Road 1519 Bridgeport TX 76426 PC Wise County Youth Strings Ensemble 2021-2022 & 2022-2023 14000 Burkburnett Independent School District 100 N Ave D Burkburnett TX 763542499 GOV Opera and Arts Study for the 6th Grade 2020-2021 & 2021-2022 -17000 Burkburnett Independent School District 100 N Ave D Burkburnett TX 763542499 GOV Opera and Arts Study for the 6th Grade 2022-2023 17000 Camp Fire North Texas 2414 Ninth Street Wichita Falls TX 76301 PC Special Services After School Program 2022-2023 100000 CASA of Southwest Oklahoma Inc 1001 SW C Avenue Suite 190 Lawton OK 73501 PC New Advocate Training & Supervision for Jackson and Tillman Counties 2022-2023 51755 Catholic Charities of Ft Worth Inc P O Box 15610 Fort Worth TX 76115 PC Wichita County Veterans Coalition Phase 2 Community Impact Project 2020 - 2022 181000 Catholic Charities of Ft Worth Inc P O Box 15610 Fort Worth TX 76115 PC Community Connections and Education Navigation 2022 250000 Catholic Charities of Ft Worth Inc P O Box 15610 Fort Worth TX 76115 PC VRJC Priddy Fellows Scholarships Program Extension SY 2020-2021 through 2024-2025 400000 Catholic Charities of the Archdiocese of Oklahoma City Inc 1232 N Classen Blvd Oklahoma City OK 73106 PC Lawton Regional Office Family Support Services 2022-2023 20500 Center for Creative Living Corporation 3501 Dr Elsie Hamm Drive Lawton OK 73505 PC Program Support 2022-2023 80000 Child Advocates CASA of Red River 808 Austin Street Wichita Falls TX 76301 PC Volunteer Recruitment, Training, & Support 2022-2023 60000 Child Care Inc 119 E Wichita St Wichita Falls TX 76306 PC Child Care Gaps 2022 200000 Child Evangelism Fellowship of West Texas Inc P O Box 3494 Wichita Falls TX 76301 PC Red River Teen Training and Summer Ministry Support 2022 20000 Children's Advocacy Center for North Texas Inc 1854 Cain Drive Lewisville TX 75077 PC Personnel Support in Wise and Jack Counties 2022-2023 50000 Chisholm Trail Heritage Center Association 2150 Chisholm Trail Parkway Duncan OK 73533 PC Education Program 2022 25000 Christ Counseling Ministry Inc 1420 Twin Oaks St Wichita Falls TX 76302 PC Fee Assistance Program 2022 80000 Christmas in Action Wichita TX Inc P O Box 8464 Wichita Falls TX 76307 PC Executive Director Salary and Project Support 2022 30000 City of Archer City Texas P O Box 367 Archer City TX 76351 GOV Archer Public Library Rural Technology Replacement/Enhancement CIP 2022 21319 City of Bowie Texas 307 N Mason Bowie TX 76230 GOV Bowie Public Library Rural Technology Replacement/Enhancement CIP 2022 133846 City of Iowa Park Texas PO Box 190 Iowa Park TX 76367 GOV Tom Burnett Memorial Library Rural Technology Replacement/Enhancement CIP 2022 20520 City of Nocona Texas 102 Clay Street Nocona TX 76255 GOV Nocona Public Library Rural Technology Replacement/Enhancement CIP 2022 85395 City of Paducah PO Box 759 Paducah TX 79248 GOV Paducah City Pool Restoration 2022-2023 40000 City of Paducah PO Box 759 Paducah TX 79248 GOV Paducah City Pool Restoration 2022-2023 40000 Clay County Animal Shelter Inc 503 North Carroll Street Henrietta TX 76365 PC Operational Support 2022 20000 Clay County Outreach Inc PO Box 396 Henrietta TX 76365 PC Technology Community Impact Program 2022 - 2025 32922 Clay County Senior Citizens Inc 216 N Hancock Street Henrietta TX 76365 PC Program Support and Facility Improvements 2022 42500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 30000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 45000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 22500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 45000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 15000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 22500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 37500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 22500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 45000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 37500 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 24000 Connected Nation Inc P O Box 3448 Bowling Green KY 42102 PC Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) 45000 Decatur Library Foundation 1700 Highway 51 South Decatur TX 76234 PC Library Building Renovation and Expansion 2022 - 2024 82461 Edwards Public Library Foundation of Clay County 210 W Gilbert Street Henrietta TX 76365 PC Rural Library Technology Replacement/Enhancement CIP 2022 120656 First Step of Wichita Falls Inc 624 Indiana Ave Suite 304 Wichita Falls TX 76301 PC Operational Support 2022 98084 Friends For A Holliday Library 209 S Main Holliday TX 76366 PC Rural Library Technology Replacement/Enhancement CIP 2022 44871 Friends of the Jacksboro Animal Shelter P O Box 322 Jacksboro TX 76458 PC Operational Support PG 2023 30000 Friends of the Library Graham Texas c/o Judy Scott Graham TX 76450 PC Rural Library Technology Replacement/Enhancement CIP 2022 110278 Gabriel's House Inc P O Box 883 Duncan OK 73534 PC Program Support 2021-2022 30000 Gladys Johnson Ritchie Public Library Inc 626 W College St Jacksboro TX 76458 PC Technology Community Impact Program 2022 - 2025 89488 Goodwill Industries of Southwest Oklahoma & North Texas Inc 1210 SW Summit Avenue Lawton OK 73501 PC Volunteer Income Tax Assistance Program Support 2021-2022 40000 Graham Concert Association Inc PO Box 1035 Graham TX 76450 PC Program Support for Season 2021-2022 25000 Habitat for Humanity of Wichita Falls 1206 Lamar Wichita Falls TX 76301 PC Winter Build Assistance 2021-2022 52000 Horizon Communities Corp P O Box 524 Iowa Park TX 76367 PC Horizon Faith-Based Community at Allred Prison 2022 and 2023 3000 Inheritance Adoptions 909 8th Street Suite 201 Wichita Falls TX 76301 PC Healthy Beginnings Program Support 2021-2022 25000 Interfaith Ministries of Wichita Falls Inc 1101 11th Street Wichita Falls TX 76301 PC Rent and Utility Assistance 2022 30000 International Exotic Feline Sanctuary Inc P O Box 637 Boyd TX 76023 PC Technology Community Impact Program 2021 - 2024 22140 International Exotic Feline Sanctuary Inc P O Box 637 Boyd TX 76023 PC Technology Community Impact Program 2021 - 2024 51388 International Exotic Feline Sanctuary Inc P O Box 637 Boyd TX 76023 PC New Habitats Construction 2022 40000 Kairos Prison Ministry International Inc 2 Brandon Court Iowa Park TX 76367 PC Kairos Allred Weekends Fall 2021 and Spring & Fall 2022 6000 Midwestern State University 3410 Taft Boulevard Wichita Falls TX 76308 GOV The Priddy Scholars Program (Grant 2) 2020-2021 through 2022-2023 1331985 Midwestern State University 3410 Taft Boulevard Wichita Falls TX 76308 GOV The Priddy Scholars Program (Grant 3) Increase 2021-2022 through 2022-2023 173230 Midwestern State University 3410 Taft Boulevard Wichita Falls TX 76308 GOV Center for Nonprofit Management & Leadership Assistant Director Position 2019-2020 through 2023-2024 10000 Midwestern State University 3410 Taft Boulevard Wichita Falls TX 76308 GOV Nonprofit Leadership Program Extension CIP 2025-2026 through 2029-2030 1500000 Midwestern State University 3410 Taft Boulevard Wichita Falls TX 76308 GOV MSU Lifelong Learning Center Program & Operational Support CIP Spring 2023 through Fall 2027 500000 Montague County Carpenters Shop Inc (The) 400 Boston Nocona TX 76255 PC Meals on Wheels 2020-2021 4400 Museum of North Texas History (The) P O Box 1619 Wichita Falls TX 76307 PC Toy Exhibit Maintenance 2022 25000 Nocona Ministries PO Box 214 Nocona TX 76255 PC Food Distribution & Operating 2022 30000 North Texas Area United Way Inc 3401-B Armory Rd Wichita Falls TX 763021723 PC Early Childhood Program Expansion and Support 2022-2023 62500 North Texas Society of History & Culture 1522 E Highway 82 Nocona TX 76255 PC Security System 2021-2022 5000 Olney Community Library 807 W Hamilton Street Olney TX 76374 PC Rural Library Technology Replacement/Enhancement CIP 2022 107921 Operation Christians Assisting Resourcing Encouraging Ministries Inc 221 W Walnut St Altus OK 73521 PC Program and Operational Support 2022 30000 Operation Christians Assisting Resourcing Encouraging Ministries Inc 221 W Walnut St Altus OK 73521 PC Technology Community Impact Program (Phase I) 2022 - 2025 57405 Operation Christians Assisting Resourcing Encouraging Ministries Inc 221 W Walnut St Altus OK 73521 PC Technology Community Impact Program (Phase 2) 2022 - 2025 46481 Pets Low Cost Spay and Neuter Clinic P O Box 4669 Wichita Falls TX 76308 PC Spay & Neuter Assistance 2022 150000 Pets Low Cost Spay and Neuter Clinic P O Box 4669 Wichita Falls TX 76308 PC Technology Community Impact Program II 2022 - 2025 147545 Pregnancy Resource Center 110 W Wise Bowie TX 76230 PC Jacksboro Program Expansion 2021 & 2022 400 Presbyterian Children's Homes and Services 5920 W William Cannon Drive Building 3 Suite 100 Austin TX 78749 PC Wichita Falls Child/Family and Foster Care/Adoption Programs 2022 90000 Project Back to School P O Box 9700 Wichita Falls TX 76308 PC Program Support PG 2023 20000 Rathgeber Hospitality House Inc 1615 12th St Wichita Falls TX 76301 PC Subsidized Funding 2022 & 2023 50000 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV High Reliability Schools Community Impact Program Continuation 2018 - 2021 411764 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV High Reliability Schools Community Impact Program Continuation 2018 - 2021 226962 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV High Reliability Schools Community Impact Program Continuation 2018 - 2021 206742 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 70743 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 181791 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 61629 Region 9 Education Service Center 301 Loop 11 Wichita Falls TX 76306 GOV High Reliability Schools Community Impact Program Continuation 2018 - 2021 196593 Rhome Community Library P O Box 427 Rhome TX 76078 PC Rural Library Technology Replacement/Enhancement CIP 2022 3510 Rhome Community Library P O Box 427 Rhome TX 76078 PC Rural Library Technology Replacement/Enhancement CIP 2022 13159 Rhome Community Library P O Box 427 Rhome TX 76078 PC Rural Library Technology Replacement/Enhancement CIP 2022 92660 River Bend Nature Works 2200 Third Street Wichita Falls TX 76301 PC Operational Support PG 2023 75000 Salvation Army (The) P O Box 2189 Wichita Falls TX 76307 PC Emergency Shelter Updates and Program Support 2022 98618 Salvation Army - Lawton 1306 SW E Avenue Lawton OK 73501 PC Emergency Shelter & Social Services Support 2022-2023 50000 Senior Citizens Activity Center of Burkburnett Inc 220 E 5th Street Burkburnett TX 76354 PC Office & Technology Upgrade 2021 500 Senior Citizens Activity Center of Burkburnett Inc 220 E 5th Street Burkburnett TX 76354 PC Technology Community Impact Program 2022 - 2025 45039 Senior Citizens Activity Center of Burkburnett Inc 220 E 5th Street Burkburnett TX 76354 PC Office & Technology Upgrade 2021 400 Senior Citizens Activity Center of Burkburnett Inc 220 E 5th Street Burkburnett TX 76354 PC Office & Technology Upgrade 2021 -1400 Senior Citizens Services of North Texas Inc 1000 Burnett Wichita Falls TX 76307 PC Meals on Wheels & Wichita County Rural Expansion 2021-2022 100000 Teen Court Incorporated PO Box 1971 Lawton OK 73502 PC Delinquency Prevention 2022 75000 Thompson Sawyer Public Library 403 W 3rd Street Quanah TX 79252 PC Rural Library Technology Replacement/Enhancement CIP 2022 31526 Tillman County Historical & Educational Society Inc 201 N 9th Frederick OK 73542 PC General Store Exterior Siding Replacement 2022 5000 Vernon Regional Junior College 4400 College Drive Vernon TX 76384 GOV New Beginnings 2022-2023 160000 Virginia's House - A Family Resource Center Inc P O Box 155 Graham TX 76450 PC Mentoring Through Prevention and Awareness 2021-2022 64807 Waco Foundation 800 Washington Avenue Waco TX 76701 PC Texas Rural Funders Website Expansion 2022 & 2023 20000 Western Trail Historical Society Inc P O Box 11 Altus OK 73522 PC Educational Programming and Curatorial Database & Salary 2022-2023 40000 Whiteside Museum of Natural History P O Box 467 Seymour TX 76380 PC Fossil Futures Education Program 2022 85000 Whiteside Museum of Natural History P O Box 467 Seymour TX 76380 PC Facility Expansion Community Impact Project 2023 700000 Wichita Adult Literacy Council 2301 Kell East Blvd Suite 217 Wichita Falls TX 76308 PC Program Support 2022-2023 40000 Wichita Falls Alliance for Arts and Culture 1005 9th Street Wichita Falls TX 76301 PC Operating and Program Support 2022 225000 Wichita Falls Alliance for Arts and Culture 1005 9th Street Wichita Falls TX 76301 PC Technology Community Impact Program 2020 - 2023 1968 Wichita Falls Alliance for Arts and Culture 1005 9th Street Wichita Falls TX 76301 PC Performing Arts Center for Wichita Falls: Preplanning and Assessment CIP 2023 & 2024 155750 Wichita Falls Area Community Foundation 2405 Kell Boulevard Suite 100 Wichita Falls TX 76308 PC Texoma Gives 2022 30000 Wichita Falls Area Food Bank P O Box 623 Wichita Falls TX 76307 PC Good Buy Hunger 2022 60000 Wichita Falls Area Food Bank P O Box 623 Wichita Falls TX 76307 PC Emergency Food Purchase PG 2022 200000 Wichita Falls Area Food Bank P O Box 623 Wichita Falls TX 76307 PC Shared Handling Fees & Program Support Extension Community Impact Project 2023 800000 Wichita Falls Backdoor Players P O Box 896 Wichita Falls TX 76307 PC Program and Operational Support 2022-2023 55000 Wichita Falls Ballet Theater Inc 1501 Midwestern Pkwy Suite 115 Wichita Falls TX 76302 PC Program Support for Season 2022-2023 100000 Wichita Falls Independent School District P O Box 97533 Wichita Falls TX 76307 GOV Sixth Grade Opera 2020-2021 & 2021-2022 -34000 Wichita Falls Independent School District P O Box 97533 Wichita Falls TX 76307 GOV Sixth Grade Opera Fall 2022 34000 Wichita Falls Symphony Orchestra Inc 1300 Lamar Wichita Falls TX 76301 GOV Operating Support 2022-2023 200000 Wichita Falls Youth Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 PC Gail Key Academy of Music 2021-2022 & 2022-2023 44000 Wild Bird Rescue Inc 4611 Lakeshore Dr Wichita Falls TX 76310 PC Executive Director Salary and Volunteer Program Support 2022 35000 Young County Olney Senior Cub Center Incorporated 302 South Avenue B Olney TX 76374 PC Program Support PG 2023 30000 Young Mens Christian Association of Wichita Falls 1010 9th Street Wichita Falls TX 76301 PC Capital Campaign Phase One 2016-2019 100000 13799878 0 14 596 14 4670163 18 2866490 Oil & Gas Royalties 15 38260 Miscellaneous 01 4282 0 7579791 0 7579791 0 0 0 0 0 0 0 0 0 0 Freemon, Shapard & Story 49900 24950 24950 MWH Group 16000 8000 8000 Furniture 1999-07-01 17678 17678 SL 7.000000000000 0 0 Office Equipment 1999-07-01 1012 1012 SL 7.000000000000 0 0 Shredder 2000-01-15 699 699 SL 7.000000000000 0 0 Artwork 2000-02-10 375 375 SL 7.000000000000 0 0 Web Page 2000-08-31 1200 1200 SL 3.000000000000 0 0 Clock 2001-10-11 375 375 SL 7.000000000000 0 0 Furniture & Fixtures 2002-07-11 10605 10605 SL 7.000000000000 0 0 Furniture & Fixtures 2002-11-14 11334 11334 SL 7.000000000000 0 0 Bookcase/Credenza 2002-05-03 575 575 SL 7.000000000000 0 0 Web Page 2002-09-06 2400 2400 SL 3.000000000000 0 0 File Cabinet 2003-02-21 919 919 SL 7.000000000000 0 0 Table and Chairs 2004-03-05 1155 1155 SL 7.000000000000 0 0 Web Page 2004-09-29 9120 9120 SL 3.000000000000 0 0 Various Office Decorations 2004-08-27 11786 11786 SL 7.000000000000 0 0 Bookcase 2008-03-10 1200 600 SL 7.000000000000 0 0 4 drawer file cabinet 2010-08-13 885 885 SL 7.000000000000 0 0 4 Drawer legal file cabinet 2010-09-14 1709 1709 SL 7.000000000000 0 0 Executive L desk 2010-09-14 1479 1479 SL 7.000000000000 0 0 72" Executive desk, drawer/kybd 2010-09-14 659 659 SL 7.000000000000 0 0 Website development 2010-11-16 4500 4500 SL 3.000000000000 0 0 Bookcase 2010-12-16 899 899 SL 7.000000000000 0 0 Furniture (from PCT) 2011-07-31 4487 4487 SL 7.000000000000 0 0 Portrait & Frame (From PCT) 2011-07-31 537 537 SL 7.000000000000 0 0 Digital Telephone System 2012-08-15 4065 4065 SL 5.000000000000 0 0 Website development 2013-11-30 15200 15200 SL 3.000000000000 0 0 Door 2013-11-30 1366 1366 SL 7.000000000000 0 0 Carpet 2013-12-30 5589 5589 SL 7.000000000000 0 0 ASUS I5 Quad Computer 2014-12-15 1346 1346 SL 5.000000000000 0 0 Website development 2014-12-15 7600 7600 SL 3.000000000000 0 0 ASUS I5 Quad Computer 2015-01-30 1686 1686 SL 5.000000000000 0 0 Website development 2015-02-27 4660 4660 SL 3.000000000000 0 0 Silver Set 2015-06-15 2220 2061 SL 7.000000000000 159 132 APC Smart-Ups 1500 Tower 2015-08-31 575 575 SL 5.000000000000 0 0 Website development 2015-09-30 4465 4465 SL 5.000000000000 0 0 Shelves 2017-06-30 2223 1430 SL 7.000000000000 318 318 Office Remodel - Leasehold improvements 2017-06-30 177250 53176 SL 15.000000000000 11817 11817 Grant software 2017-03-31 16500 16500 SL 3.000000000000 0 0 New Server 2018-01-12 5345 3742 SL 5.000000000000 1069 1069 4 Drawer 44" Lat Parch 2018-01-12 4395 2198 SL 7.000000000000 628 628 Aegon NV 34000/40000 shs 269365 201598 Alnylam Pharmaceuticals Inc. 1300/1400 shs 59354 332710 Alphabet Inc. 0/3500 shs 319101 308805 Alphabet Inc. Cl C 600/12500 shs 292737 1109125 Amazon Com Inc. 0/4500 shs 508815 378000 American Express Co 2700/1100 shs 58044 162525 Anheuser Busch Inbev 6000/8000 shs 455692 480320 Baker Hughes, Inc. 14500/12100 shs 245730 357313 Bank of America Corp. 20900/12100 shs 86087 400752 Bank of New York Mellon Corp. 18000/18000 shs 491088 819360 Biomarin Pharmaceutical Inc. 4300/4300 shs 326601 445007 Booking Holdings Inc. 190/190 shs 224665 382903 Brighthouse Financial Inc. 3390/3390 shs 148944 173805 Bristol-Myers Squibb Co. 8500/5600 shs 290882 402920 CVS Corp. 4300/4100 shs 299222 382079 Capital One Financial Corp. 10000/11000 shs 391393 1022560 Carrier Global Corp 5500/5500 shs 92026 226875 Celanese Corp. 1800/1800 shs 69035 184032 Charter Communications Inc. 1500/2600 shs 603622 881660 Cigna Corp. 5500/3650 shs 467714 1209391 Cisco Sys Inc. 14500/14000 shs 480197 666960 Cognizant Technology Solutions 9000/6600 shs 385576 377454 Coherent Corp. 0/5500 shs 304512 193050 Comcast Corp. 24000/24000 shs 228631 839280 ConocoPhillips 6700/4600 shs 164095 542800 Dish Network Corp. 10500/10500 shs 313950 147420 Dell Technologies Inc. Cl C 0/6000 shs 136113 241320 Elanco Animal Health Inc. 7000/26000 shs 570252 317720 Fedex Corp. 5100/5100 shs 397843 883320 Fidelity Natl Information SV 0/8400 shs 676069 569940 Fiserv Inc. 10800/11000 shs 1161542 1111770 Fox Corp 13500/13500 shs 296510 409995 Fox Corp Cl. B 5500/5500 shs 157063 156475 Gaming and Leisure Properties Inc 0/2827 shs 127634 147258 Gap Inc. 7000/13000 shs 248571 146640 General Electric Co. 0/11500 shs 916868 963585 Gilead Sciences Inc. 12700/12700 shs 860771 1090295 GSK PLC 0/22000 shs 801253 773080 Goldman Sachs Group Inc. 2200/1900 shs 203173 652422 Haleaon PLC 0/38000 shs 251118 304000 Hewlett Packard Enterprise Co. 38300/19000 shs 82330 303240 Honda Motor Co. 14000/14000 shs 418322 320040 HP Inc. 32700/18000 shs 121684 483660 Incyte Corp. 4200/6000 shs 459266 481920 Johnson Controls International PLC 15101/15101 shs 484408 966400 Juniper Networks 14000/12500 shs 322114 399500 Lincoln National Corp. 1400/1400 shs 33304 43008 Lyondellbasell Industries 500/5000 shs 381438 415150 Medtronic PLC, Dublin 0/1150 shs 98160 89378 Meta Platforms 0/3400 shs 796930 409156 MetLife Inc. 18500/18000 shs 654544 1302660 Micro Focus International 12092/12092 shs 249528 76301 Microchip Technology Inc. 8600/7200 shs 242194 505800 Microsoft Corp. 2800/3550 shs 245846 851361 Molson Coors Brewing Co. 9700/9700 shs 528114 499744 News Corp. (2013) Class A 3000/3000 shs 8842 54600 Novartis Ag Spnsd Adr 9800/7000 shs 342315 635040 Occidental Pete Corp 35000/28600 shs 1178971 1801514 Occidental Petroleum Corp Warrant 4062/4062 shs 72692 167476 Otis Worldwide Corp 1700/1700 shs 103505 133127 Paypal Holdings Inc. 0/2500 shs 195599 178050 Qurate Retail Inc. 16400/16300 shs 150158 26569 Raytheon Technologies Corp. 11800/11000 shs 680584 1110120 Regeneron Pharmaceuticals Inc. 150/750 shs 454575 541118 Roche Holding Ltd 11300/5300 shs 95060 207495 Sanofi-Aventis ADR 31000/29000 shs 1206927 1404470 Schwab Charles Corp. 22800/25200 shs 492616 2098152 State Str Corp. 7300/7300 shs 450765 566261 T-Mobile US Inc 5000/3600 shs 355435 504000 Truist Financial Corp 5000/5500 shs 143314 236665 Tyco Connectivity Ltd 3900/3900 shs 55880 447720 UBS Group 0/15000 shs 257528 279181 Unitedhealth Group Inc. 1150/1100 shs 71974 583198 VMWare Inc. Cl A 7600/7800 shs 601521 957528 Wells Fargo & Co New 40500/37900 shs 892004 1564891 Williams Cos Inc. 24500/12500 shs 193689 411250 Zimmer Biomet Holding Inc 0/1800 shs 215457 229500 Abbott Labs 105000/10500 shs 484119 1152795 Adobe Sys Inc. 2850/2850 shs 219948 959111 Air Products & Chemicals Inc. 5200/5000 shs 789643 1541300 Akamai Technologies Inc. 6000/6000 shs 292730 505800 Alcon Ag Corp 14000/14000 shs 809217 959700 Alphabet Inc. Cl C 1000/20000 shs 233010 1774600 Amazon Com Inc 675/13500 shs 75526 1134000 American Express Co. 10500/8800 shs 1091042 1300200 Apple Computer Inc. 25000/25000 shs 222125 3248250 Arthur J Gallagher & Co Corp 0/3200 shs 605226 603328 Bank of America Corporation 45000/37000 shs 398210 1225440 CVS Corp 0/6600 shs 709286 615054 Charles River Laboratories 5800/5800 shs 1164973 1263820 Chevron Corp New 12300/12300 shs 1348543 2207727 Cintas Corp. 4600/3900 shs 736827 1761318 Coca Cola Co. 22000/22000 shs 748303 1399420 Cullen Frost Bk Inc. 8500/9000 shs 484321 1203300 Danaher Corp. 8900/7500 shs 209344 1990650 Disney Walt Co. 8600/8600 shs 293253 747168 EOG Resources Inc. 12500/12500 shs 710715 1619000 Ecolab Inc. 5800/5800 shs 656781 844248 FMC Corporation 14000/14000 shs 751577 1747200 Home Depot Inc. 6450/5300 shs 347572 1674058 IDEX Corp 7000/6000 shs 975403 1369980 JPMorgan Chase & Co. 116000/11600 shs 444852 1555560 Lauder Estee Cos Inc. 5200/5000 shs 602538 1240550 Martin Marietta Materials 4000/4000 shs 592498 1351880 Mastercard Inc 0/4000 shs 1375819 1390920 Microsoft Corp. 11000/11000 shs 498686 2638020 Moodys Corp. 4300/4500 shs 863086 1253790 Nike Inc. Cl B 11400/11400 shs 833071 1333914 Nvidia Corp. 0/5000 shs 1265646 730700 Oreilly Automotive Inc. 2800/2800 shs 134624 2363284 Pepsico Inc. 3800/3800 shs 558299 686508 Rockwell Automation Inc. 5500/5500 shs 1227425 1416635 Roper Industries Inc. 3300/3000 shs 185330 1296270 Sprout Social Inc. Cl A 12500/12500 shs 628534 705750 Teledyne Technologies 0/3000 shs 1291071 1199730 Thermo Fisher Scientific Inc. 3600/3600 shs 167150 1982484 Trimble Navigation Ltd. 19000/22000 shs 1307435 1112320 Union Pac Corp. 8400/8400 shs 898819 1739388 Xylem Inc 0/5000 shs 548505 552850 Zoetis 10500/10000 shs 443307 1465500 38514524 34494569 23464838 20562587 Vanguard Large-Cap Index Fund 52584.582/53309.136 shs FMV 13148592 19304304 Vanguard Mid-Cap Index Fund 87123.80/88505.891 shs FMV 3615096 4935974 Vanguard Small-Cap Index Fund 138709.302/140844.236 shs FMV 9550464 12384434 Vanguard Total Intl Stock Market Inst 363283.774/374679.504 shs FMV 44342156 41746790 Furniture 17678 17678 0 Office Equipment 1012 1012 0 Shredder 699 699 0 Artwork 375 375 0 Web Page 1200 1200 0 Clock 375 375 0 Furniture & Fixtures 10605 10605 0 Furniture & Fixtures 11334 11334 0 Bookcase/Credenza 575 575 0 Web Page 2400 2400 0 File Cabinet 919 919 0 Table and Chairs 1155 1155 0 Web Page 9120 9120 0 Various Office Decorations 11786 11786 0 Bookcase 1200 1200 0 4 drawer file cabinet 885 885 0 4 Drawer legal file cabinet 1709 1709 0 Executive L desk 1479 1479 0 72" Executive desk, drawer/kybd 659 659 0 Website development 4500 4500 0 Bookcase 899 899 0 Furniture (from PCT) 4487 4487 0 Portrait & Frame (From PCT) 537 537 0 Digital Telephone System 4065 4065 0 Website development 15200 15200 0 Door 1366 1366 0 Carpet 5589 5589 0 ASUS I5 Quad Computer 1346 1346 0 Website development 7600 7600 0 ASUS I5 Quad Computer 1686 1686 0 Website development 4660 4660 0 Silver Set 2220 2220 0 APC Smart-Ups 1500 Tower 575 575 0 Website development 4465 4465 0 Shelves 2223 1748 475 Office Remodel - Leasehold improvements 177250 64993 112257 Grant software 16500 16500 0 New Server 5345 4811 534 4 Drawer 44" Lat Parch 4395 2826 1569 Sherrill & Gibson 1935 968 967 Oil & gas royalties 5149 5149 95014 Collectibles 17258 17258 97076 Amortization 282163 1181 0 Dues and subscriptions 15351 6908 8443 Grant related expenses 395666 0 395666 Insurance (O&D, W/C) 30160 4524 25636 Investment ADR fees 5401 5401 0 Leased equipment 7687 1537 6150 Office supplies & services 57640 11528 46112 Sundry business expense 19775 4944 14831 Oil & Gas Royalties 38260 38260 38260 Miscellaneous 4282 4282 4282 American National Bank & Trust 97509 83969 0 Dodge & Cox 173225 173225 0 Luther King 333018 333018 0 Sentry Management 71930 45914 0 Vanguard 51805 51805 0 Venture HRO, LLC 94 0 94 0 0 0 Ad valorem - Royalties 3846 3846 0 Foreign 151705 151705 0 Severance and state 2128 2128 0 Excise 83063 0 0