2023-11-08T11:53:30-05:00 2022-12-31 440160260 FORVIS LLP 777 Main Street Suite 2000 Fort Worth TX 76102 990PF 2022-01-01 756015828 Sid W Richardson Foundation SIDW 309 Main Street Fort Worth TX 76102 Preston M Geren III President & CEO 8173360494 2023-11-07 true Preston Geren XXX-XX-XXXX Kelly R Hein Jr P00286352 8173322301 2023-11-08 0 00 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 703052767 X 1000 X 7148574 7148574 17039747 148489921 17039747 14766234 12278351 38955555 36466672 709731 175558 612947 923100 96093 773974 499090 71937 454549 33284 9696 23010 98047 24512 74472 1452895 1075402 373810 865695 387428 295214 26708 307941 47479 257940 5669 5669 832 832 440409 20212 394548 5631907 1935025 2971751 19537602 22980684 25169509 1935025 25952435 13786046 34531647 0 1617246 1306814 1306814 1688606 1016760 1688606 1688606 2121 399 399 110158 115859 115859 106470401 98984548 98984548 358632472 296989419 296989419 2215571 554554 1664821 1661017 60019383 58879502 57301454 57301454 9831602 5823159 4252322 4008443 4008443 10759524 10759461 182637842 543405327 472816020 703052767 1085748 838357 4925000 1560000 5067862 2623632 11078610 5021989 X 532326717 467794031 532326717 467794031 543405327 472816020 532326717 13786046 546112763 78318732 467794031 Publicly Traded Securities LT P 27200444 8950249 18250195 18250195 Publicly Traded Securities ST P 1313315 1620060 -306745 -306745 US Treasury Notes P 119976162 120879865 -903703 -903703 17039747 -1210448 479990 0 479990 0 479990 490203 110000 600203 120213 120213 false false false false false false false true true TX true false false false false true www.sidrichardson.org Preston M Geren III 8173360494 309 Main Street Fort Worth TX 76102 false false false true true false false false false false false false false false false false false false false false false false Preston M Geren III 309 Main Street Fort Worth TX 76102 President & CEO 40.00 881298 57726 2771 Edward P Bass 309 Main Street Fort Worth TX 76102 Chairman 1.00 2500 0 0 Sid R Bass 309 Main Street Fort Worth TX 76102 Vice President 0.50 2500 0 0 Lee M Bass 309 Main Street Fort Worth TX 76102 Vice President 0.50 2500 0 0 Dee Steer 309 Main Street Fort Worth TX 76102 Secretary 0.50 0 0 0 Carolyn Johns 309 Main Street Fort Worth TX 76102 Senior Admin Officer 35.00 136887 62932 2771 Scott Winterrowd 309 Main Street Fort Worth TX 76102 Museum Director 40.00 129808 50527 2771 Shanda Ranelle 309 Main Street Fort Worth TX 76102 Business Manager 40.00 100695 48782 2231 Leslie Cleere 309 Main Street Fort Worth TX 76102 SiteExhibitions Coo 40.00 76347 32987 2494 Leslie Thompson 309 Main Street Fort Worth TX 76102 Director of Adult Pr 40.00 69662 28557 2871 3 Luther King Capital Management 201 Commerce Street Suite 2500 Fort Worth TX 76102 Investment Mgmt 948466 JP Morgan Chase Bank 712 Main 13th Floor North Houston TX 77002 Trust Custodian 111024 William H Koehler 6417 Drury Lane Fort Worth TX 76116 Education Consulta 81000 Russell Reynolds Associates PO Box 1678 Carol Stream IL 601321678 Recruiting Consult 129800 Western art museum - approximately 23000 people visited in 2022 and thousands more engaged online 1388413 NA 0 303126444 68008877 163276863 534412184 0 534412184 8016183 526396001 26319800 26319800 479990 479990 25839810 78082 25917892 25917892 25952435 24628 25977063 25917892 105769 25977063 105769 25871294 46598 NA NA Preston Geren 309 Main Street Fort Worth TX 76102 8173360494 pgeren@sidrichardson.org Letter describing program or project; see more information at www.sidrichardson.org January 15 Serves the people of Texas in the arts, humanities, health and education. See attached list 309 Main Street Fort Worth TX 76102 None Support 22980684 22980684 See attached list 309 Main Street Fort Worth TX 76102 None Support 1560000 1560000 14 7148574 18 17039747 Oil & Gas Royalties 15 12231606 Misc Oil & Gas 15 46698 Misc Gain Loss Inv 18 47 Actuarial Gain Retir 01 1399253 Deferred Excise Tax 01 1088630 38954555 38954555 false false false false false false false false false false Audit & Tax Review Fees 49785 12446 0 38275 Accounting Consulting 48262 12066 0 36197 Investment Assets 2021-01-01 1010067 527846 SL 5 26214 26214 0 Exempt Assets 2021-01-01 9806974 5554652 SL 5 267687 0 0 IA IWave Air Purifiers 2022-05-31 8263 0 SL 20 207 207 0 EA IWave Air Purifiers 2022-05-31 8263 0 SL 20 207 0 0 EA Chair for Security Guards 2022-09-21 2254 0 SL 5 225 0 0 IA Window Replacement Project 2022-02-23 13112 0 SL 40 287 287 0 EA Window Replacement Project 2022-02-23 13111 0 SL 40 287 0 0 EA Laptop MK 2022-02-28 1000 0 SL 5 100 0 0 Publicly Traded Securities 27200444 8950249 0 18250195 0 Publicly Traded Securities 1313315 1620060 0 -306745 0 US Treasury Notes 119976162 120879865 0 -903703 0 Publicly Traded Securities 296989419 296989419 98984548 98984548 Land 1184050 0 1184050 33639815 Furniture & Fixtures 48443 36728 11715 11715 Building 615123 244309 370814 213495 Ranch Machinery & Equipment 287331 261264 26067 26066 Equipment 80544 12252 68292 68292 Mineral Interests 1755846 1755766 80 26060000 JP Morgan Money Market 55764575 55764575 PIMCO Fund 1536879 1536879 Furniture & Fixtures 962351 808610 153741 153741 Equipment 166703 65291 101412 101412 Building 7599794 4505831 3093963 3093964 Leasehold Improvements 1102754 443427 659327 659326 Legal Fees 33284 9696 0 23010 Art Collection 10648737 10648737 182527118 Museum Digital Images 109595 109595 109595 Misc Other Assets 1192 1129 1129 Unrealized Loss on Investments 78318732 Supplies 23291 8000 0 14953 Museum Security 117353 0 0 106697 Museum Art Conservation 21485 0 0 21485 Museum Exhibits 71623 0 0 69775 Museum Education Programs 22987 0 0 22987 Dues & Fees 41614 0 0 41614 IT Support & Software 59687 565 0 57834 Meals 6305 530 0 3672 Staff Professional Development 5727 143 0 5584 Misc Charitable Support 18408 0 0 18408 Misc Expenses 51929 10974 0 31539 Misc Loss on Investments 0 0 0 0 Oil & Gas Royalties 12231606 12231606 0 Misc Oil & Gas 46698 46698 0 Actuarial Gain Retirement Plan 1399253 0 0 Misc Gain Loss on Investments 47 47 0 Deferred Excise Tax 1088630 0 0 Deferred Excise Taxes Payable 3217641 2129011 Accrued Postretirement Benefits 1850221 494621 Custodial & Bank Fees 111024 111024 0 0 Investment Management Fees 948466 948466 0 0 Recruiting Consultant Fees 187050 14312 0 172738 Ad Valorem Tax Consultants 1600 1600 0 0 Education Consulting Fees 81000 0 0 81000 Triennial Report Production 0 0 0 0 Museum Public Relations 70271 0 0 70081 Museum Advertising 39093 0 0 35600 Appraisal Fees 14391 0 0 14391 Ad Valorem Taxes 387428 387428 0 0 Excise Taxes 478267 0 0 0 Deferred Excise Taxes 0 0 0 0