SID W RICHARDSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SID W RICHARDSON FOUNDATION (EIN 75-6015828)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202323129349100427
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T11:53:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 Main Street Suite 2000 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | 756015828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sid W Richardson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Preston M Geren III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 8173360494 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Preston | PersonFirstNm |
| Person Last | Geren | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly R Hein Jr | PreparerPersonNm |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $703,052,767 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,148,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,148,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,039,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,489,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,039,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,766,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,278,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,955,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,466,672 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $709,731 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $175,558 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $612,947 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $923,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $96,093 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $773,974 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $499,090 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $71,937 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $454,549 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,284 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,696 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,010 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,047 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,512 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $74,472 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,452,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,075,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $373,810 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $865,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $387,428 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $295,214 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26,708 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $307,941 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $47,479 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $257,940 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,669 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,669 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $832 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $832 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $440,409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $394,548 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,631,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,935,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,971,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,537,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,980,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,169,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,935,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,952,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,786,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,531,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,617,246 | CashBOYAmt |
| Cash EOY | $1,306,814 | CashEOYAmt |
| Cash EOYFMV | $1,306,814 | CashEOYFMVAmt |
| Acct Rcvbl | $1,688,606 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,016,760 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,688,606 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,688,606 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $2,121 | InventoriesBOYAmt |
| Inventories EOY | $399 | InventoriesEOYAmt |
| Inventories EOYFMV | $399 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $110,158 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115,859 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115,859 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $106,470,401 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $98,984,548 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,984,548 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $358,632,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $296,989,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $296,989,419 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,215,571 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $554,554 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,664,821 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,661,017 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $60,019,383 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $58,879,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,301,454 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,301,454 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,831,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,823,159 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,252,322 | LandBOYAmt |
| Land EOY | $4,008,443 | LandEOYAmt |
| Land EOYFMV | $4,008,443 | LandEOYFMVAmt |
| Other Assets BOY | $10,759,524 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,759,461 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $182,637,842 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $543,405,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,816,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $703,052,767 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,085,748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $838,357 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,925,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,560,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,067,862 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,623,632 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,078,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,021,989 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $532,326,717 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $467,794,031 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $532,326,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,794,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $543,405,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $472,816,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $532,326,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,786,046 | ExcessRevenueOverExpensesAmt |
| Subtotal | $546,112,763 | SubtotalAmt |
| Other Decreases | $78,318,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,794,031 | 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 LT | P | $27,200,444 | $8,950,249 | $18,250,195 | $18,250,195 |
| Publicly Traded Securities ST | P | $1,313,315 | $1,620,060 | -$306,745 | -$306,745 |
| US Treasury Notes | P | $119,976,162 | $120,879,865 | -$903,703 | -$903,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,039,747 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,210,448 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $479,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $490,203 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600,203 | TotalPaymentsAndCreditsAmt |
| Overpayment | $120,213 | OverpaymentAmt |
| Applied To ES Tax | $120,213 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.sidrichardson.org | WebsiteAddressTxt |
| Individual With Books | Preston M Geren III | IndividualWithBooksNm |
| Phone | 8173360494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Preston M Geren III | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | President & CEO | 40.00 | $881,298 | $57,726 | $2,771 |
| Edward P Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Chairman | 1.00 | $2,500 | $0 | $0 |
| Sid R Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Vice President | 0.50 | $2,500 | $0 | $0 |
| Lee M Bass | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Vice President | 0.50 | $2,500 | $0 | $0 |
| Dee Steer | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Secretary | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Carolyn Johns | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Senior Admin Officer | 35.00 | $136,887 | $62,932 | $2,771 |
| Scott Winterrowd | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Museum Director | 40.00 | $129,808 | $50,527 | $2,771 |
| Shanda Ranelle | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Business Manager | 40.00 | $100,695 | $48,782 | $2,231 |
| Leslie Cleere | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | SiteExhibitions Coo | 40.00 | $76,347 | $32,987 | $2,494 |
| Leslie Thompson | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | Director of Adult Pr | 40.00 | $69,662 | $28,557 | $2,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Luther King Capital Management | |||||
| 201 Commerce Street Suite 2500 | Fort Worth | TX | 76102 | Investment Mgmt | $948,466 |
| JP Morgan Chase Bank | |||||
| 712 Main 13th Floor North | Houston | TX | 77002 | Trust Custodian | $111,024 |
| William H Koehler | |||||
| 6417 Drury Lane | Fort Worth | TX | 76116 | Education Consulta | $81,000 |
| Russell Reynolds Associates | |||||
| PO Box 1678 | Carol Stream | IL | 601321678 | Recruiting Consult | $129,800 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Western art museum - approximately 23000 people visited in 2022 and thousands more engaged online | Description1Txt |
| Expenses1 | $1,388,413 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $303,126,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,008,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $163,276,863 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,412,184 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $534,412,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,016,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,396,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,319,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,319,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $479,990 | TotalTaxAmt |
| Distributable Before Adj | $25,839,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $78,082 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,917,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,917,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,952,435 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $24,628 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $25,977,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,917,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,769 | UndistributedIncomePYAmt |
| Qualifying Distributions | $25,977,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,769 | AppliedToYear1Amt |
| Applied To Current Year | $25,871,294 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $46,598 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Preston Geren | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173360494 | RecipientPhoneNum |
| Recipient Email Address | pgeren@sidrichardson.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter describing program or project; see more information at www.sidrichardson.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | January 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Serves the people of Texas in the arts, humanities, health and education. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $22,980,684 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,980,684 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $1,560,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,560,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,148,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,039,747 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Royalties | 15 | $12,231,606 |
| Misc Oil & Gas | 15 | $46,698 |
| Misc Gain Loss Inv | 18 | $47 |
| Actuarial Gain Retir | 01 | $1,399,253 |
| Deferred Excise Tax | 01 | $1,088,630 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,954,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,954,555 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit & Tax Review Fees | $49,785 | $12,446 | $0 | $38,275 |
| Accounting Consulting | $48,262 | $12,066 | $0 | $36,197 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Investment Assets | 2021-01-01 | $1,010,067 | $527,846 | SL | 5 | $26,214 | $26,214 | $0 |
| Exempt Assets | 2021-01-01 | $9,806,974 | $5,554,652 | SL | 5 | $267,687 | $0 | $0 |
| IA IWave Air Purifiers | 2022-05-31 | $8,263 | $0 | SL | 20 | $207 | $207 | $0 |
| EA IWave Air Purifiers | 2022-05-31 | $8,263 | $0 | SL | 20 | $207 | $0 | $0 |
| EA Chair for Security Guards | 2022-09-21 | $2,254 | $0 | SL | 5 | $225 | $0 | $0 |
| IA Window Replacement Project | 2022-02-23 | $13,112 | $0 | SL | 40 | $287 | $287 | $0 |
| EA Window Replacement Project | 2022-02-23 | $13,111 | $0 | SL | 40 | $287 | $0 | $0 |
| EA Laptop MK | 2022-02-28 | $1,000 | $0 | SL | 5 | $100 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | $27,200,444 | $8,950,249 | $0 | $18,250,195 | $0 |
| Publicly Traded Securities | $1,313,315 | $1,620,060 | $0 | -$306,745 | $0 |
| US Treasury Notes | $119,976,162 | $120,879,865 | $0 | -$903,703 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $296,989,419 | EOYBookValueAmt |
| EOYFMV | $296,989,419 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $98,984,548 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $98,984,548 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,184,050 | $0 | $1,184,050 | $33,639,815 |
| Furniture & Fixtures | $48,443 | $36,728 | $11,715 | $11,715 |
| Building | $615,123 | $244,309 | $370,814 | $213,495 |
| Ranch Machinery & Equipment | $287,331 | $261,264 | $26,067 | $26,066 |
| Equipment | $80,544 | $12,252 | $68,292 | $68,292 |
| Mineral Interests | $1,755,846 | $1,755,766 | $80 | $26,060,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP Morgan Money Market | $55,764,575 | $55,764,575 |
| PIMCO Fund | $1,536,879 | $1,536,879 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture & Fixtures | $962,351 | $808,610 | $153,741 | $153,741 |
| Equipment | $166,703 | $65,291 | $101,412 | $101,412 |
| Building | $7,599,794 | $4,505,831 | $3,093,963 | $3,093,964 |
| Leasehold Improvements | $1,102,754 | $443,427 | $659,327 | $659,326 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $33,284 | LegalFeesAmt |
| Net Investment Income | $9,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,010 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Art Collection | $10,648,737 | $10,648,737 | $182,527,118 |
| Museum Digital Images | $109,595 | $109,595 | $109,595 |
| Misc Other Assets | $1,192 | $1,129 | $1,129 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $78,318,732 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Supplies | $23,291 | $8,000 | $0 | $14,953 |
| Museum Security | $117,353 | $0 | $0 | $106,697 |
| Museum Art Conservation | $21,485 | $0 | $0 | $21,485 |
| Museum Exhibits | $71,623 | $0 | $0 | $69,775 |
| Museum Education Programs | $22,987 | $0 | $0 | $22,987 |
| Dues & Fees | $41,614 | $0 | $0 | $41,614 |
| IT Support & Software | $59,687 | $565 | $0 | $57,834 |
| Meals | $6,305 | $530 | $0 | $3,672 |
| Staff Professional Development | $5,727 | $143 | $0 | $5,584 |
| Misc Charitable Support | $18,408 | $0 | $0 | $18,408 |
| Misc Expenses | $51,929 | $10,974 | $0 | $31,539 |
| Misc Loss on Investments | $0 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil & Gas Royalties | $12,231,606 | $12,231,606 | $0 |
| Misc Oil & Gas | $46,698 | $46,698 | $0 |
| Actuarial Gain Retirement Plan | $1,399,253 | $0 | $0 |
| Misc Gain Loss on Investments | $47 | $47 | $0 |
| Deferred Excise Tax | $1,088,630 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Taxes Payable | $3,217,641 | $2,129,011 |
| Accrued Postretirement Benefits | $1,850,221 | $494,621 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Custodial & Bank Fees | $111,024 | $111,024 | $0 | $0 |
| Investment Management Fees | $948,466 | $948,466 | $0 | $0 |
| Recruiting Consultant Fees | $187,050 | $14,312 | $0 | $172,738 |
| Ad Valorem Tax Consultants | $1,600 | $1,600 | $0 | $0 |
| Education Consulting Fees | $81,000 | $0 | $0 | $81,000 |
| Triennial Report Production | $0 | $0 | $0 | $0 |
| Museum Public Relations | $70,271 | $0 | $0 | $70,081 |
| Museum Advertising | $39,093 | $0 | $0 | $35,600 |
| Appraisal Fees | $14,391 | $0 | $0 | $14,391 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad Valorem Taxes | $387,428 | $387,428 | $0 | $0 |
| Excise Taxes | $478,267 | $0 | $0 | $0 |
| Deferred Excise Taxes | $0 | $0 | $0 | $0 |