PERKINS-PROTHRO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS-PROTHRO FOUNDATION (EIN 75-1247407)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-19
- IRS object ID
- 202342629349101509
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-19T20:24:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 Suite 200 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751247407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perkins-Prothro Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 9406917770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2304 Midwestern Parkway 200 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark H Prothro | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9406917770 | PhoneNum |
| Signature | 2023-09-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Prothro | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mac Cannedy | PreparerPersonNm |
| PTIN | P00123468 | PTIN |
| Phone | 9403224436 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,322,420 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,182 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100,622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,622 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $427,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $427,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,516,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,681,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,516,281 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $863,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $863,833 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,917,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,907,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,835 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,756 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,836 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $495,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,671 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,429,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,429,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,924,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,515,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,619,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,147,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $914,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $914,539 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,194 | AcctRcvblAmt |
| Acct Rcvbl BOY | $40,814 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,194 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,194 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,357,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,820,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,037,520 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,799,509 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,568,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,259,175 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $43 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $43 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $43 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $112,521 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,063,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,457,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,450,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,322,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $8,832,897 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $8,825,666 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,624,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,624,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,457,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,450,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,457,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,450,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,457,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,450,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,450,143 | 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-Merrill Lynch | P | $1,423,675 | $354,566 | $1,069,109 | $1,069,109 |
| Publicly Traded Securities-UBS Accounts | P | $5,256,543 | $4,810,400 | $446,143 | $446,143 |
| Capital Gains Dividends | P | $1,029 | $1,029 | $1,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,516,281 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,030 | 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 | $41,030 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,626 | OverpaymentAmt |
| Applied To ES Tax | $4,626 | 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 | Mark H Prothro Treasurer | IndividualWithBooksNm |
| Phone | 9406917770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2304 Midwestern Parkway Suite 200 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Kathryn P Yeager | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | President | 40.00 | $48,000 | $0 | $0 |
| Mark H Prothro | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | V-President/Treasurer | 10.00 | $0 | $0 | $0 |
| K Elizabeth Yeager | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | V-President/Secretary | 10.00 | $16,000 | $0 | $0 |
| Charlotte P Philbin | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | Director | 10.00 | $6,000 | $0 | $0 |
| David H Prothro | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | Director | 10.00 | $0 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 100 Crescent Court Suite 400 | Dallas | TX | 75201 | Investment Fees | $115,144 |
| Fayez Sarofim & Co | |||||
| Two Houston Center Suite 2907 | Houston | TX | 77010 | Investment Fees | $54,538 |
| 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 | $30,508,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,049,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,063,949 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,621,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,621,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,116,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,655,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,655,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,404 | TotalTaxAmt |
| Distributable Before Adj | $1,619,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,619,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,619,442 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,515,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,515,824 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,619,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $403,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $357,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,021,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,200,298 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,983,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,515,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,619,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $896,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,879,811 | 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 | $403,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,476,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $357,751 | ExcessFromYear4Amt |
| Excess From Year2 | $1,021,821 | ExcessFromYear2Amt |
| Excess From Year1 | $1,200,298 | ExcessFromYear1Amt |
| Excess From Current Year | $896,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | Kathryn P Yeager | ShareholderManagerNm |
| Shareholder Manager | Mark H Prothro | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alf Engen Ski Museum Foundation | ||||||
| PO Box 980187 | Park City | UT | 84098 | 501(c)(3) | Contribution | $100 |
| American Cancer Society | ||||||
| 2438 Industrial Blvd 143 | Abilene | TX | 79605 | 501(c)(3) | Golden Baron's Table | $1,666 |
| Art from the Street | ||||||
| PO Box 202742 | Austin | TX | 78720 | 501(c)(3) | Contribution | $5,000 |
| Arts Council Wichita Falls Area Inc | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | Contribution & Membership | $250 |
| Arts Council Wichita Falls Area Inc | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| Arts Council Wichita Falls Area Inc | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | 2023 Home & Garden Festival | $12,500 |
| AT&T Performing Arts Center | ||||||
| 700 N Pearl Street Suite N 1800 | Dallas | TX | 75201 | 501(c)(3) | Annual Support | $11,400 |
| AT&T Performing Arts Center | ||||||
| 700 N Pearl Street Suite N 1800 | Dallas | TX | 75201 | 501(c)(3) | Debbie Storey Fund | $5,000 |
| Backdoor Theatre | ||||||
| PO Box 896 | Wichita Falls | TX | 76307 | 501(c)(3) | Operating Budget | $1,500 |
| Backdoor Theatre | ||||||
| PO Box 896 | Wichita Falls | TX | 76307 | 501(c)(3) | Texoma Gives | $250 |
| Balloon Federation of America | ||||||
| P O Box 400 | Indianola | IA | 50125 | 501(c)(3) | BFA Camp Program-Vernal UT | $500 |
| Baylor Health Care System | ||||||
| 3600 Gaston Suite 100 | Dallas | TX | 75246 | 501(c)(3) | Annual Gift | $10,000 |
| Baylor Scott White Dallas Foundation | ||||||
| 301 N Washington Ave | Dallas | TX | 75245 | 501(c)(3) | Gift of Life Fund in honor of Gene Jones | $2,500 |
| Big Brothers Big Sisters Wichita County | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $50 |
| Boys and Girls Club of Wichita Falls | ||||||
| 1318 6th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| Brother Bill's Helping Hand | ||||||
| PO Box 565846 | Dallas | TX | 75356 | 501(c)(3) | In Honor of Caren Prothro | $2,000 |
| Cal-Earth Inc | ||||||
| PO Box 2575 | Mission Viego | CA | 92690 | 501(c)(3) | General Operations & Programming | $8,000 |
| Camelot Therapeutic Horsemanship | ||||||
| 23623 North Scottsdale Rd D3-259 | Scottsdale | AZ | 85255 | 501(c)(3) | Contribution | $1,000 |
| CASA - NH | ||||||
| 138 Coolidge Ave | Manchester | NH | 03102 | 501(c)(3) | Open Contribution | $13,330 |
| CASA Travis County | ||||||
| 7600 Chevy Chase Dr | Austin | TX | 78752 | 501(c)(3) | Contribution | $4,000 |
| Cornerstone Community Partnerships | ||||||
| PO Box 2341 | Santa Fe | NM | 87504 | 501(c)(3) | Annual Support | $500 |
| Crystal Charity Ball | ||||||
| 3838 Oak Lawn Avenue Suite L150 | Dallas | TX | 75219 | 501(c)(3) | Open Contribution | $533 |
| Dalhart Volunteer Fire Department | ||||||
| 110 Denrock Ave | Dalhart | TX | 79022 | 501(c)(3) | Contribution | $10,000 |
| Dallas Opera | ||||||
| 2403 Flora St Suite 500 | Dallas | TX | 75201 | 501(c)(3) | Inner Circle & Board Challenge | $2,500 |
| Easter Seals New Hampshire | ||||||
| 555 Auburn Street | Manchester | NH | 03103 | 501(c)(3) | Farnum Center | $6,665 |
| Educational Opportunities | ||||||
| 3419 Westminister Ave 218 | Dallas | TX | 75205 | 501(c)(3) | Student Scholars | $1,000 |
| Educational Opportunities | ||||||
| 3419 Westminister Ave 218 | Dallas | TX | 75205 | 501(c)(3) | Contribution | $4,000 |
| Emancipet | ||||||
| 7010 Easy Wind Dr | Austin | TX | 78752 | 501(c)(3) | Contribution | $5,000 |
| Environmental Learning Center | ||||||
| 255 Live Oak Dr | Vero Beach | FL | 32963 | 501(c)(3) | Contribution | $6,665 |
| Episcopal School of Dallas | ||||||
| 4100 Merrell Road | Dallas | TX | 75229 | 501(c)(3) | Where needed most | $1,500 |
| Faith Mission | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | 501(c)(3) | Decorator Show House | $450 |
| First United Methodist Church | ||||||
| P O Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | 2022 Budget | $37,000 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | TV Ministry in memory of Steve Deal | $100 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | Operating Needs | $500 |
| First United Methodist Church | ||||||
| P O Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | 2023 Partial Budget | $15,000 |
| Frank Buck Zoological Society | ||||||
| PO Box 621 | Gainesville | TX | 76341 | 501(c)(3) | Open Contribution | $250 |
| Friends of Fair Park | ||||||
| 1121 First Ave | Dallas | TX | 75210 | 501(c)(3) | Spirit of Centennial Award | $1,000 |
| Friends of Hospice | ||||||
| 4909 Johnson Road | Wichita Falls | TX | 76308 | 501(c)(3) | 2022 Golf Tournament | $8,400 |
| Friends of Incontri In Terra Di Siena | ||||||
| 4240 Lost Hills Road Unit 106 | Calabasas | CA | 91301 | 501(c)(3) | Music Festival | $3,000 |
| Georgia O'Keefe Museum | ||||||
| 217 Johnson Street | Santa Fe | NM | 87501 | 501(c)(3) | Annual Support | $2,500 |
| Greater Dallas Youth Orchestra | ||||||
| 3630 Harry Hines Blvd | Dallas | TX | 75219 | 501(c)(3) | 50th Anniversary Celebration | $2,000 |
| Hands to Hands Community Fund | ||||||
| PO Box 4641 | Wichita Falls | TX | 76308 | 501(c)(3) | Contribution | $250 |
| Hands to Hands Community Fund | ||||||
| PO Box 4641 | Wichita Falls | TX | 76308 | 501(c)(3) | 2022-23 Funding year | $12,500 |
| Hibiscus Children's Center | ||||||
| PO Box 1406 | Jensen Beach | FL | 34958 | 501(c)(3) | Open Contribution | $3,330 |
| Highland Park Education Foundation | ||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | 501(c)(3) | Mad for Plaid | $6,666 |
| Highland Park Education Foundation | ||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | 501(c)(3) | Endowment | $36,000 |
| Highland Park United Methodist Church | ||||||
| 3300 Mockingbird Lane | Dallas | TX | 75205 | 501(c)(3) | Church function and mission | $2,000 |
| Hospice of Wichita Falls | ||||||
| 4909 Johnson Road | Wichita Falls | TX | 76308 | 501(c)(3) | In memory of Dorothy Denman | $25 |
| Hospice of Wichita Falls | ||||||
| 4509 Johnson Road | Wichita Falls | TX | 76310 | 501(c)(3) | Tree of Lights | $550 |
| Hospice of Wichita Falls | ||||||
| 4909 Johnson Road | Wichita Falls | TX | 76308 | 501(c)(3) | In memory of Carol Allred | $550 |
| Indian River State College GFDN | ||||||
| 3209 Virginia Ave | Fort Pierce | FL | 34981 | 501(c)(3) | Open Contribution | $10,000 |
| Kell House Heritage Center | ||||||
| 900 Bluff St | Wichita Falls | TX | 76301 | 501(c)(3) | Contribution | $1,650 |
| Kimball Art Center | ||||||
| PO Box 1478 | Park City | UT | 84060 | 501(c)(3) | Contribution | $250 |
| Lumin Education | ||||||
| 924 Wayne Street | Dallas | TX | 75223 | 501(c)(3) | Annual Gift | $2,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | WFMA - Memory of Juanita Harvey | $250 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | President's Excellence Circle | $21,500 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Fantasy of Lights | $100 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Annual Fund | $3,000 |
| Mobile Loaves and Fishes | ||||||
| 9301 Hog Eye Rd Suite 950 | Austin | TX | 78724 | 501(c)(3) | Contribution | $2,000 |
| MSU Museum of Art | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Operating Budget | $1,500 |
| Museum of North Texas History | ||||||
| PO Box 1619 | Wichita Falls | TX | 76307 | 501(c)(3) | Contribution | $400 |
| Nasher Sculpture Center | ||||||
| 2001 Flora Street | Dallas | TX | 75201 | 501(c)(3) | Supporter Level, 2023 Nasher Prize | $4,000 |
| New Friends New Life | ||||||
| PO Box 192378 | Dallas | TX | 75219 | 501(c)(3) | Chrysalis Sponsor | $2,500 |
| Nomi Network | ||||||
| 3026 Mockingbird 102 | Dallas | TX | 75205 | 501(c)(3) | Program w/Letot Residential Ctr | $5,000 |
| North Texas Food Bank | ||||||
| 3677 Mapleshad Ln | Plano | TX | 75075 | 501(c)(3) | Annual Gift | $385 |
| North Texas Rehab Center | ||||||
| 1005 Midwestern Pkwy | Wichita Falls | TX | 76302 | 501(c)(3) | Contribution | $5,000 |
| Park City Historical Society | ||||||
| PO Box 555 | Park City | UT | 84060 | 501(c)(3) | Contribution | $375 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Good Samaritan Fund | $1,550 |
| Quail Valley Charities | ||||||
| 2345 Highway A1A | Vero Beach | FL | 33963 | 501(c)(3) | Open Contribution | $6,666 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| River Bend Nature Center | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $250 |
| Ronald McDonald House of Dallas | ||||||
| 4707 Bengal Street | Dallas | TX | 75235 | 501(c)(3) | House and Trains | $200 |
| SM Wright Foundation | ||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | 501(c)(3) | Chrismas in the Park in honor of Nita Clark | $2,000 |
| SM Wright Foundation | ||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | 501(c)(3) | Christmas in the Park | $1,000 |
| Saint Louise House | ||||||
| PO Box 150637 | Austin | TX | 78715 | 501(c)(3) | Contribution | $6,000 |
| Salesmanship Club Charitable Golf of Dallas | ||||||
| 106 E 10th Street Suite 200 | Dallas | TX | 75203 | 501(c)(3) | J. Erik Johnson School & counseling | $8,000 |
| Salvation Army - Dallas | ||||||
| 8787 Stemmons Frwy | Dallas | TX | 75247 | 501(c)(3) | Annual Luncheon 2022-donation only | $2,000 |
| Santa Fe Opera | ||||||
| PO Box 2408 | Santa Fe | NM | 87504 | 501(c)(3) | Annual Support | $2,500 |
| Sheppard Military Affairs Committee | ||||||
| 900 8th Street Suite 617 | Wichita Falls | TX | 76307 | 501(c)(3) | Contribution | $3,333 |
| SM Wright Foundation | ||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | 501(c)(3) | Annual Development Support | $7,500 |
| SMU Mustang Club | ||||||
| P O Box 750315 | Dallas | TX | 75275 | 501(c)(3) | Mustang Club | $1,600 |
| SMU-Perkins School of Theology | ||||||
| P O Box 750133 | Dallas | TX | 75275 | 501(c)(3) | Perkins Scholarship Luncheon | $6,666 |
| Southern Methodist University | ||||||
| PO Box 750402 | Dallas | TX | 75275 | 501(c)(3) | Taos | $2,500 |
| Southern Methodist University | ||||||
| PO Box 750133 | Dallas | TX | 75275 | 501(c)(3) | Perkins Scholarship | $4,650 |
| Southern Methodist University | ||||||
| PO Box 750402 | Dallas | TX | 75275 | 501(c)(3) | Perkins Chapel Organ | $40,000 |
| Southern Methodist University | ||||||
| PO Box 750402 | Dallas | TX | 75275 | 501(c)(3) | Brad Cheves Scholarship Fund | $10,000 |
| Southern Methodist University | ||||||
| PO Box 750235 | Dallas | TX | 75275 | 501(c)(3) | Albert Schweitzer Fellowship | $2,500 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Southwestern Experience | $400 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Unrestricted annual support | $10,000 |
| Southwestern University | ||||||
| PO Box 771 | Georgetown | TX | 78628 | 501(c)(3) | Scholarships | $10,000 |
| Southwestern University | ||||||
| 1001 East University Ave | Georgetown | TX | 78626 | 501(c)(3) | 4th & Final Installments | $200,000 |
| St Luke's United Methodist Church | ||||||
| 3011 West Kansas | Midland | TX | 79701 | 501(c)(3) | Music Ministry-Mem/Carol Hall | $500 |
| St Mark's School of Texas | ||||||
| 10600 Preston Rd | Dallas | TX | 75230 | 501(c)(3) | Contribution | $200 |
| St Michael and All Angels Episcopal Church | ||||||
| 8011 Douglas Ave | Dallas | TX | 75225 | 501(c)(3) | Contribution | $22,000 |
| Straight Street | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $100 |
| Straight Street | ||||||
| PO Box 1684 | Wichita Falls | TX | 76301 | 501(c)(3) | General Fund | $3,000 |
| Sweet Briar College | ||||||
| PO Box G | Sweet Briar | VA | 24595 | 501(c)(3) | Annual Fund | $1,000 |
| Sweet Briar College | ||||||
| 134 Chapel Road | Sweet Briar | VA | 24595 | 501(c)(3) | General Fund | $20,000 |
| TACA | ||||||
| 1722 Routh Street Ste 115 | Dallas | TX | 75201 | 501(c)(3) | 2022 Silver Cup Award Luncheon | $2,000 |
| Texas Tech Foundation | ||||||
| PO Box 45025 | Lubbock | TX | 79409 | 501(c)(3) | TCVPA Dean's Excellence Fund | $5,000 |
| Texas Wesleyan University | ||||||
| 1201 Wesleyan | Ft Worth | TX | 76105 | 501(c)(3) | Annual Fund | $1,000 |
| The Arts Magnet Advisory Board | ||||||
| PO box 192648 | Austin | TX | 75219 | 501(c)(3) | Contribution | $4,000 |
| The Cure Starts Now Foundation | ||||||
| 10280 Chester Road | Cincinnati | OH | 45215 | 501(c)(3) | Contribution | $6,666 |
| The Salvation Army Wichita Falls | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $250 |
| Trinity University | ||||||
| One Trinity Place | San Antonio | TX | 78212 | 501(c)(3) | University support | $2,134 |
| United Regional Foundation | ||||||
| 1600 11th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Children's Miracle Network | $1,500 |
| United Way of Metropolitan Dallas | ||||||
| 1800 N Lamar | Dallas | TX | 75202 | 501(c)(3) | Tocqueville Society Membership | $6,666 |
| Uplift Education | ||||||
| 3000 Pegasus Drive | Dallas | TX | 75247 | 501(c)(3) | Contribution | $3,333 |
| US Speedskating | ||||||
| 5662 S Cougar Lane | Salt Lake City | UT | 84118 | 501(c)(3) | Contribution | $1,500 |
| Utah Symphony and Opera | ||||||
| 123 West South Temple | Park City | UT | 84101 | 501(c)(3) | Deer Valley Music Festival | $15,000 |
| Utah Symphony and Opera | ||||||
| 123 West South Temple | Park City | UT | 84101 | 501(c)(3) | Deer Valley Music Festival - partial 2023 | $15,000 |
| Visiting Nurse Association | ||||||
| 1420 Mockingbird Lane Ste 700 | Dallas | TX | 75247 | 501(c)(3) | Celebrity Chef Luncheon | $6,666 |
| Visiting Nurse Association & Hospice | ||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 501(c)(3) | Golf-a-thon | $1,333 |
| Wake Forest University | ||||||
| PO Box 7227 | WinstonSalem | NC | 27109 | 501(c)(3) | Contribution | $5,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | WF Area Volunteer Fire Dept | $30,000 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | 501(c)(3) | Operating Budget | $7,500 |
| Wichita Falls Area Food Bank | ||||||
| 1230 Midwestern Pkwy | Wichita Falls | TX | 76302 | 501(c)(3) | Operating Budget | $1,500 |
| Wichita Falls ISD Foundation | ||||||
| 1104 Broad Street | Wichita Falls | TX | 76301 | 501(c)(3) | Partial 2nd Installment of Pledge | $500,000 |
| Wichita Falls ISD Foundation | ||||||
| 1104 Broad Street | Wichita Falls | TX | 76301 | 501(c)(3) | 2nd Installment 2022 | $500,000 |
| Wichita Falls ISD Foundation | ||||||
| 1104 Broad Street | Wichita Falls | TX | 76301 | 501(c)(3) | partial 2023 contribution | $500,000 |
| Wichita Falls Museum of Art | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Contribution | $250 |
| Wichita Falls Symphony League | ||||||
| PO Box 1257 | Wichita Falls | TX | 76307 | 501(c)(3) | Annual Budget | $1,500 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | Annual Fund | $58,800 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | 75th Anniversary Season | $20,000 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | Jon Nakamatsu Sponsor | $11,700 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | partial 2023 contribution | $15,000 |
| Wichita Falls Youth Symphony | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | 501(c)(3) | Budget Extra | $3,000 |
| Wichita Falls Youth Symphony | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $500 |
| Wild Bird Rescue | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $100 |
| Wofford College | ||||||
| 429 North Church Street | Spartanburg | SC | 29303 | 501(c)(3) | James Patrick Prothro Scholarship | $1,000 |
| Women and Their Work | ||||||
| 1311 E Cesar Chavez St | Austin | TX | 78702 | 501(c)(3) | Eye of the Dog Art Center | $6,000 |
| Woodall Rogers Park Foundation | ||||||
| 1909 Woodall Rodgers Frwy | Dallas | TX | 75201 | 501(c)(3) | Klyde Warren Park | $1,000 |
| Yale University Art Gallery | ||||||
| PO Box 208271 | New Haven | CT | 06520 | 501(c)(3) | Contribution | $1,000 |
| YMCA of Wichita Falls | ||||||
| 1010 9th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $3,000 |
| Young Life | ||||||
| PO Box 520 | Colorado Springs | CO | 80901 | 501(c)(3) | Contribuion | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,429,153 | 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 | $100,622 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427,117 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $863,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,516,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,907,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,907,853 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joe N Prothro | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2304 Midwestern Parkway Suite 200 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,182 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700 Shs Abbott Labs | NoncashPropertyDesc |
| Fair Market Value | $78,386 | FairMarketValueAmt |
| Received | 2022-08-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting Fees - Freemon, Shapard & Story (Audit & Accounting Service) | $15,000 | $7,500 | $7,500 |
| Accounting Fees - Perkins Prothro Co.(Accounting & Bookkeeping) | $84,670 | $42,335 | $42,335 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS Corp Bonds & Notes-Acct 3A09378 | BondNm |
| EOY Book Value | $3,568,342 | EOYBookValueAmt |
| EOYFMV | $3,259,175 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML Corporate Stocks | $4,881,199 | $13,732,980 |
| UBS Corp Stocks-Acct 3A07394 | $1,421,615 | $1,825,793 |
| UBS Corp Stocks-Acct 3A09379 | $1,327,879 | $1,674,779 |
| UBS Corp Stocks-Acct 3A09380 | $1,225,878 | $1,428,435 |
| UBS Corp Stocks-Acct 3A14483 | $772,179 | $1,334,542 |
| UBS Corp Stocks-Acct 3A14484 | $2,601,071 | $3,500,837 |
| UBS Corp Stocks-Acct 3A14485 | $590,605 | $540,154 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mineral Investments - Producing | AT COST | $309 | $397,678 |
| Mineral Investments - Non-Producing | AT COST | $3,294 | $3,294 |
| Partnership Interest - Prothro Investments | AT COST | $19,617 | $983,670 |
| UBS Partnership Invest-Acct 3A14483 | AT COST | $76,380 | $679,308 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Expenses - Royalties | $3,746 | $3,746 | $0 |
| Miscellaneous Expenses | $3,132 | $2,808 | $0 |
| Non deductible expenses | $107 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil & Gas Royalties | $199,237 | $199,237 | $199,237 |
| Oil & Gas Royalties - Partnership K-1'S | $640,463 | $640,463 | $640,463 |
| Partnerships - K-1's | $23,695 | $23,695 | $23,695 |
| Miscellaneous Income | $438 | $438 | $438 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Professional Fees - Fayez Sarofim & Co. (Investment Mgmt.) | $54,538 | $54,538 | $0 |
| Other Professional Fees - UBS Financial Serv Fees (Investment Mgmt.) | $115,144 | $115,144 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Expense | $9,624 | $9,624 | $0 |
| Ad Valorem | $7,179 | $7,179 | $0 |
| Federal Excise & Misc. Taxes | $51,320 | $0 | $0 |
| Gross Production Tax | $9,117 | $9,117 | $0 |
| Payroll Taxes | $3,672 | $1,836 | $1,836 |
| Gross Production Tax-Partnerships | $67,847 | $0 | $0 |