J S BRIDWELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J S BRIDWELL FOUNDATION (EIN 75-6032988)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349102656
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:26:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750706311 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freemon Shapard & Story | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763013381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756032988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J S Bridwell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSBR | BusinessNameControlTxt |
| Phone | 9403224436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763013365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mac W Cannedy Jr | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 9403224436 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mac Cannedy | PreparerPersonNm |
| PTIN | P00123468 | PTIN |
| Phone | 9403224436 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,729,966 | 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 | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,231,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,231,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,676,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,161,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,676,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,184 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,953,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,953,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,297 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,297 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,633 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,503 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,592 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $22,592 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,785 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,375,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,375,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,729,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,474,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$776,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,750,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,859 | CashBOYAmt |
| Cash EOY | $1,169,662 | CashEOYAmt |
| Cash EOYFMV | $1,169,662 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,963,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $702,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $702,776 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,829 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,829 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,286,387 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,577,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,363,279 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $430,673 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,607,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,492,420 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,875,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,058,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,729,966 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,531 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $40,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,769,014 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,834,629 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$934,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$776,079 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,834,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,058,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,875,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,058,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,834,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$776,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,058,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,058,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $231,452 | $237,558 | -$6,106 | -$6,106 |
| Publicly Traded Securities | P | $3,929,586 | $1,247,658 | $2,681,928 | $2,681,928 |
| Capital Gains Dividends | P | $322 | $322 | $322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,676,144 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $1,829 | OverpaymentAmt |
| Applied To ES Tax | $1,829 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mac W Cannedy Jr | IndividualWithBooksNm |
| Phone | 9403224436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Mac W Cannedy Jr | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | President/Treasurer | 5.00 | $30,000 | $0 | $0 |
| Bobby Henry | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Director | 2.00 | $30,000 | $0 | $0 |
| Thomas E Knight | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Secretary | 2.00 | $30,000 | $0 | $0 |
| Terry M Walker | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Director | 2.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American National Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2732 Midwestern Parkway | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Asset Custody & Inv. | ServiceTypeTxt |
| Compensation | $96,297 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,671,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,650,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $893,912 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,216,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,216,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $918,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,297,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,014,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,014,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,130 | TotalTaxAmt |
| Distributable Before Adj | $2,962,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,962,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,962,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,474,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,474,040 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,962,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,602,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,821,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,899,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,324,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,474,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,962,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,511,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,835,374 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,602,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,232,773 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,821,575 | ExcessFromYear4Amt |
| Excess From Year1 | $1,899,922 | ExcessFromYear1Amt |
| Excess From Current Year | $1,511,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| All Hands Cultural Cmnty Ctr | ||||||
| 302 Tulsa Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $15,000 |
| Alzheimers Association | ||||||
| 901 Indiana Ste 350 | Wichita Falls | TX | 76301 | PC | Memory Walk | $7,500 |
| American Red Cross Center | ||||||
| 1809 5th St | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Archer Co Museum & Art Center | ||||||
| 203 E Pecan St | Archer City | TX | 76351 | PC | Save the Jail | $100,000 |
| Arts Council Wichita Falls Area Kemp Center | ||||||
| 1300 Lamar St | Wichita Falls | TX | 76301 | PC | Cowboy True | $20,000 |
| Assoc of TX Soil & Water Conservation | ||||||
| PO Box 548 | Archer City | TX | 76351 | PC | Operating Budget | $10,000 |
| Backdoor Theatre | ||||||
| 501 Indiana Ave | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Big Brothers Big Sisters | ||||||
| 450 East John Carpenter Fwy | Irving | TX | 75062 | PC | Dancing for the Stars | $20,000 |
| Boy Scouts of America Northwest TX Council | ||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Americanism Luncheon | $12,000 |
| Boys & Girls Club of Burkburnett | ||||||
| PO Box 2 | Burkburnett | TX | 76354 | PC | Summer Day Camp | $15,000 |
| Boys & Girls Clubs of Vernon | ||||||
| 2015 Yamparika St | Vernon | TX | 76385 | PC | Operating Budget | $25,000 |
| Camp Chaparral | ||||||
| 3784 Church Camp Rd | Iowa Park | TX | 76367 | PC | Repairs | $5,000 |
| Camp Fire Council of North Texas | ||||||
| 2414 9th Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $50,000 |
| Catholic Charities Fort Worth | ||||||
| PO Box 15610 | Fort Worth | TX | 76119 | PC | Educational Navigation | $10,000 |
| Child Advocates | ||||||
| 808 Austin St | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Child Care Partners | ||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Operating Budget | $15,000 |
| Chisholm Trail Heritage Center | ||||||
| 2150 Chisholm Trail Parkway | Duncan | OK | 73533 | PC | Educational Programming | $2,500 |
| Christ Counseling Ministries | ||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Operating Budget | $25,000 |
| Christmas in Action | ||||||
| PO Box 8464 | Wichita Falls | TX | 76307 | PC | Various Projects | $20,000 |
| Clay County Animal Shelter | ||||||
| PO Box 274 | Henrietta | TX | 76365 | PC | Operating Budget | $10,000 |
| Clay County Animal Shelter | ||||||
| PO Box 274 | Henrietta | TX | 76365 | PC | Cat Facility | $10,000 |
| Clay County Historical Society | ||||||
| PO Box 483 | Henrietta | TX | 76365 | PC | Museum Repairs | $50,000 |
| Clay County Senior Citizens | ||||||
| 102 E Wichita | Henrietta | TX | 76365 | PC | Operating Budget | $10,000 |
| Community Healthcare Center | ||||||
| PO Box 720 | Wichita Falls | TX | 76307 | PC | Support Facility | $100,000 |
| Fellowship of Christian Athletes | ||||||
| 3502 McNiel | Wichita Falls | TX | 76308 | PC | Operating Budget | $10,000 |
| Friendly Door Senior Citizens | ||||||
| 810 N 3rd St | Iowa Park | TX | 76367 | PC | Operating Budget | $10,000 |
| Hands to Hands Community Fund | ||||||
| PO Box 4641 | Wichita Falls | TX | 76308 | PC | Community Fund | $20,000 |
| Holliday Educational Fund | ||||||
| PO Box 688 | Holliday | TX | 76366 | PC | Endowment | $10,000 |
| Horizon Communities Corp | ||||||
| 1700 N Monroe St Suite 11-185 | Tallahassee | FL | 32303 | PC | Programs | $5,000 |
| Hospice of Wichita Falls Co | ||||||
| 4909 Johnson Rd | Wichita Falls | TX | 76310 | PC | Capital Project | $250,000 |
| Humane Society of Wichita County | ||||||
| 4360 Old Iowa Park Road | Wichita Falls | TX | 76305 | PC | Concert | $8,000 |
| Impact 100 | ||||||
| PO Box 9357 | Wichita Falls | TX | 76308 | PC | Operating Budget | $5,000 |
| Inheritance Adoptions | ||||||
| 1007 11th Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Interfaith Outreach Services | ||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Rent Assistance Payments | $10,000 |
| Interfaith Outreach Services | ||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Oh! Christmas Tree | $2,500 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Cafe Con Leche | $14,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Cycling Program | $5,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Military Education | $1,000,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Museum of Art at MSU | $18,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Lifelong Learning Center | $50,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Sponsorship Secure-Defend | $2,500 |
| Museum of North Texas History | ||||||
| 720 Indiana | Wichita Falls | TX | 76307 | PC | Facilities Project | $10,000 |
| Museum of North Texas History | ||||||
| 720 Indiana | Wichita Falls | TX | 76307 | PC | Part-time Employee | $3,400 |
| New Horizons | ||||||
| 147 Sayles Boulevard | Abilene | TX | 79605 | PC | Therapeutic Treatment | $10,000 |
| North Texas Area United Way | ||||||
| 3401 B Armory Rd | Wichita Falls | TX | 76302 | PC | Programs | $12,500 |
| Oldham County Stock Show | ||||||
| PO Box 578 | Vega | TX | 79092 | PC | Sponsorship | $500 |
| PETS Clinic | ||||||
| 3001 Central E Fwy | Wichita Falls | TX | 76306 | PC | Operating Budget | $20,000 |
| Peyton's Project | ||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | PC | Operating Budget | $25,000 |
| Pregnancy Help Center | ||||||
| 4011 Seymour Hwy | Wichita Falls | TX | 76309 | PC | Operating Budget | $10,000 |
| Presbyterian Children's Home | ||||||
| 5920 W William Cannon Dr | Austin | TX | 78749 | PC | Foster Care & Adoption - WF | $10,000 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | PC | Remodel | $500,000 |
| Project Transformation | ||||||
| 4024 Caruth Blvd | Dallas | TX | 75225 | PC | Summer Program | $2,500 |
| Rathgeber Hospitality House | ||||||
| 1615 Twelfth St | Wichita Falls | TX | 76301 | PC | Subsidized Housing | $25,000 |
| Red River Valley Museum | ||||||
| 4600 College Drive | Vernon | TX | 76385 | PC | Operating Budget | $5,000 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76307 | PC | Repairs | $500,000 |
| Senior Citizens Services of North Texas | ||||||
| PO Box 1655 | Wichita Falls | TX | 76307 | PC | Meals on Wheels | $30,000 |
| Senior Junior Forum | ||||||
| 2120 Speedway Ave | Wichita Falls | TX | 76308 | PC | Christmas Tour of Homes | $1,500 |
| Seymour Helpings Hands | ||||||
| PO Box 454 | Seymour | TX | 76380 | PC | Building Campaign | $15,000 |
| Southwest Diabetic Foundation | ||||||
| 10687 FM 678 | Whitesboro | TX | 76273 | PC | Camp Sweeney | $10,000 |
| Straight Street | ||||||
| PO Box 1684 | Wichita Falls | TX | 76307 | PC | Security | $28,000 |
| Texas & Southwestern Cattle Raisers Association | ||||||
| 1600 Gendy St | Fort Worth | TX | 76107 | PC | Exhibits | $7,500 |
| Texas Ramp Project | ||||||
| PO Box 832065 | Richardson | TX | 750832065 | PC | WF Region Ramp Project | $5,000 |
| Texoma Alliance to Stop Abuse | ||||||
| PO Box 593 | Vernon | TX | 76385 | PC | Operating Budget | $5,000 |
| The Arc | ||||||
| 3115 Buchanan St | Wichita Falls | TX | 76308 | PC | Camp Noah | $10,000 |
| The Arc | ||||||
| 3115 Buchanan St | Wichita Falls | TX | 76308 | PC | Social Media | $5,000 |
| The Hundred Club Wichita Falls | ||||||
| 1400 Eleventh St | Wichita Falls | TX | 76301 | PC | Bullet Proof Vests | $38,889 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | Heart of the Community | $40,000 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | Community Care | $25,000 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | CT Machine | $250,000 |
| Vernon College | ||||||
| 4105 Maplewood | Wichita Falls | TX | 76308 | PC | New Beginnings Program | $20,000 |
| Whispers of Hope Horse Farm | ||||||
| 3545 Parkhills Rd | Wichita Falls | TX | 76310 | PC | Various Projects | $7,500 |
| Whiteside Museum | ||||||
| 310 N Washington St | Seymour | TX | 76380 | PC | Expansion Campaign | $15,000 |
| Wichita Adult Literacy Council | ||||||
| 2301 Kell E Blvd Suite 218 | Wichita Falls | TX | 76308 | PC | Operating Budget | $10,000 |
| Wichita County Heritage Society | ||||||
| 900 Bluff Street | Wichita Falls | TX | 76301 | PC | Prohibition Party | $5,000 |
| Wichita County Junior Livestock As | ||||||
| 111 N Burnett St | Wichita Falls | TX | 76301 | PC | Livestock Show | $2,000 |
| Wichita Falls Alliance for Arts & Culture | ||||||
| 1005 9th Street 102 | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | PC | Texoma Gives | $12,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | PC | WFACR Operational Endowment | $16,667 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | PC | Archer Co Museum & Arts Center Fd | $150,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | PC | Friends of Campfire Endowment | $50,000 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | PC | Holiday Match | $25,000 |
| Wichita Falls Ballet Theatre | ||||||
| 1501 Midwestern Pkwy 116 | Wichita Falls | TX | 76302 | PC | Operating Budget | $7,000 |
| Wichita Falls Faith MissionFaith Refuge | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | PC | Operating Budget | $25,000 |
| Wichita Falls Symphony Orchestra Inc | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Concert Sponsorship | $20,000 |
| Wichita Falls Youth Symphony | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Gail Key Academy of Music | $30,000 |
| Wichita West VFD | ||||||
| 7622 Seymour Hwy | Wichita Falls | TX | 763106845 | PC | Building Campaign | $15,000 |
| Wild Bird Rescue | ||||||
| 4611 Lake Shore Dr | Wichita Falls | TX | 76310 | PC | Operating Budget | $5,000 |
| YMCA | ||||||
| 1010 9th St | Wichita Falls | TX | 76301 | PC | McCoy Aquatics Center | $333,334 |
| Young Co Senior Club Center | ||||||
| 302 S Ave B | Olney | TX | 76374 | PC | Programs | $5,000 |
| Young Life | ||||||
| 3505 Kemp Blvd Ste A | Wichita Falls | TX | 76308 | PC | Operating Budget | $5,000 |
| Youth Opportunities Center | ||||||
| 401 Madison St | Wichita Falls | TX | 76306 | PC | Various | $7,500 |
| Zavala Hispanic Culture Initiative | ||||||
| PO Box 373 | Wichita Falls | TX | 76307 | PC | Operating Budget | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,375,290 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,231,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,676,144 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil & Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $45,184 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,953,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,953,288 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Freemon, Shapard & Story | CategoryTxt |
| Amt | $41,500 | Amt |
| Net Investment Income | $20,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric Power, Inc. | $122,057 | $774,732 |
| AT&T | $317,856 | $1,310,414 |
| BP PLC | $202,399 | $625,844 |
| CSX Corp. | $100,217 | $13,810,721 |
| Chevron Corp. | $42,540 | $1,477,368 |
| ConocoPhillips | $65,594 | $763,609 |
| Entergy Corp. | $24,695 | $871,930 |
| ExxonMobil Corp. | $84,968 | $4,153,063 |
| Fortune Brands, Inc. | $6,167 | $819,960 |
| Kimberly Clark Corp. | $13,146 | $212,285 |
| Lincoln National Corp. | $38,422 | $504,633 |
| Phillips 66 | $20,683 | $438,631 |
| Southern Co. | $47,996 | $658,560 |
| Vanguard FTSE Allworld | $606,060 | $746,330 |
| Verizon Communications | $174,990 | $528,748 |
| Abbvie, Inc. | $423,392 | $578,591 |
| Accenture PLC Dublin | $274,859 | $466,122 |
| Air Products & Chemicals, Inc. | $174,955 | $184,755 |
| Albemarle Corp. | $3,212 | $2,152 |
| Alphabet, Inc. | $450,757 | $1,496,606 |
| Amazon.com, Inc. | $464,931 | $1,513,352 |
| Amgen, Inc. | $346,152 | $399,561 |
| Apple Computer, Inc. | $197,851 | $1,521,802 |
| Applied Materials, Inc. | $109,745 | $241,506 |
| Autozone, Inc. | $213,578 | $601,976 |
| Berkshire Hathaway Inc. Cl B | $801,521 | $980,898 |
| Berkshire Hathaway Inc. Del Cl A | $224,100 | $2,042,760 |
| Broadcom, Inc. | $123,707 | $551,779 |
| Caterpillar, Inc. | $228,574 | $466,872 |
| Chevron Corp. | $369,707 | $736,656 |
| Costco Wholesale Corp. | $397,174 | $1,212,225 |
| Fiserv, Inc. | $477,120 | $923,979 |
| Goldman Sachs Activebeta Em Mkts Equity ETF | $3,849 | $3,064 |
| Goldman Sachs Activebeta Int'l. Equity ETF | $1,078,618 | $1,263,253 |
| GS ActiveBeta US Small Cap | $1,287,081 | $2,049,428 |
| Home Depot, Inc. | $249,101 | $406,884 |
| Intuit | $318,694 | $455,663 |
| JPMorgan Chase & Co. | $284,968 | $639,307 |
| Johnson & Johnson | $403,097 | $386,569 |
| KLA-Tencor Corp. | $103,683 | $378,072 |
| Labcorp Holdings, Inc | $365,155 | $491,891 |
| Linde PLC | $416,852 | $468,910 |
| Lockheed Martin | $638,894 | $785,765 |
| Marriott International, Inc. | $325,393 | $511,018 |
| Medtronic PLC, Dublin | $227,451 | $210,803 |
| Microsoft Corp. | $272,046 | $1,478,622 |
| Nextera Energy, Inc. | $171,081 | $215,572 |
| Pfizer, Inc. | $53,214 | $41,944 |
| Procter & Gamble | $498,377 | $663,559 |
| Roper Industries | $429,615 | $562,478 |
| Stryker Corp. | $295,143 | $590,842 |
| Target Corp. | $133,609 | $165,460 |
| Union Pac Corp. | $346,976 | $520,159 |
| UnitedHealth Group, Inc. | $275,697 | $783,071 |
| Valero Energy Corp. | $183,075 | $273,743 |
| Verizon Communications | $344,649 | $343,194 |
| Visa, Inc. | $265,209 | $711,722 |
| Wal Mart Stores | $456,555 | $1,343,866 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Leasehold Cost - Wolfcamp Royalty Ptn. | $486,321 | $486,321 | |
| Less accumulated depletion | -$55,749 | -$78,341 | $135,553 |
| Wolfcamp Royalty Ptn. | $101 | $101 | |
| Krugerrands | $1,198,995 | $1,356,867 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $1,216 | $1,216 | $0 |
| Miscellaneous | $164 | $164 | $0 |
| Nondeductible Expenses | $270 | $0 | $0 |
| Overhead - Royalties | $6,405 | $6,405 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil & Gas Royalties | Desc |
| Revenue And Expenses Per Books | $45,184 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,184 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | American Nat'l Bank & Trust | CategoryTxt |
| Amt | $96,297 | Amt |
| Net Investment Income | $96,297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $52,130 | $0 | $0 |
| Foreign Tax | $8,868 | $8,868 | $0 |
| Severance Tax - Royalties | $4,635 | $4,635 | $0 |