FRANCES E MADDOX FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES E MADDOX FOUNDATION (EIN 75-2859064)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349103508
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T13:39:25-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463602660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & SHELDON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 509 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050509 | 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 | 752859064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES MADDOX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8063229200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S POLK ST SUITE 920 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMME AURELI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8063229200 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DELIA D JAMES CPA | PreparerPersonNm |
| PTIN | P01340332 | PTIN |
| Phone | 8063717661 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| 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 | $5,943,961 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $39,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,571,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $253,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,562 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $502 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $55,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,175 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,039 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $885 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $431 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $66,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,820 | CashBOYAmt |
| Cash EOY | $49,071 | CashEOYAmt |
| Cash EOYFMV | $49,072 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,396 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,090,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,016,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,732,493 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $967 | OtherAssetsBOYAmt |
| Total Assets BOY | $5,313,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,228,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,943,961 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $3,474 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $3,474 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,313,824 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,224,788 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,313,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,224,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,313,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,228,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,313,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,036 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,224,788 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,224,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAIRD AGGREGATE BOND INST | P | 2017-01-30 | 2024-04-17 | $9,061 | $10,184 | -$1,123 | -$1,123 |
| DFA LARGE CAP INTERNATIONAL I USD | P | 2023-07-10 | 2024-03-27 | $1,084 | $970 | $114 | $114 |
| DODGE & COX INCOME FUND 147 | P | 2019-11-14 | 2024-04-17 | $4,345 | $5,041 | -$696 | -$696 |
| JPMORGAN GROWTH ADVANTAGE I 1567 | P | 2023-11-08 | 2024-07-17 | $11,336 | $8,579 | $2,757 | $2,757 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-01-30 | 2024-03-27 | $7,337 | $4,196 | $3,141 | $3,141 |
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2024-11-08 | $9,967 | $6,479 | $3,488 | $3,488 |
| BAIRD AGGREGATE BOND INST | P | 2017-02-14 | 2024-04-17 | $20,667 | $23,273 | -$2,606 | -$2,606 |
| DFA LARGE CAP INTERNATIONAL I USD | P | 2023-07-10 | 2024-11-08 | $3,694 | $3,306 | $388 | $388 |
| DODGE & COX INCOME FUND 147 | P | 2020-06-03 | 2024-04-17 | $41,125 | $48,959 | -$7,834 | -$7,834 |
| JPMORGAN GROWTH ADVANTAGE I 1567 | P | 2023-11-08 | 2024-03-27 | $17,420 | $14,010 | $3,410 | $3,410 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-02-14 | 2024-03-27 | $19,416 | $11,451 | $7,965 | $7,965 |
| BAIRD AGGREGATE BOND INST | P | 2017-02-28 | 2024-04-17 | $29,198 | $33,032 | -$3,834 | -$3,834 |
| DODGE & COX INCOME FUND | P | 2016-09-15 | 2024-04-17 | $16,683 | $19,039 | -$2,356 | -$2,356 |
| DODGE & COX INCOME FUND 147 | P | 2020-11-20 | 2024-10-04 | $1,044 | $1,213 | -$169 | -$169 |
| JPMORGAN GROWTH ADVANTAGE I 1567 | P | 2023-11-08 | 2024-11-08 | $12,522 | $8,677 | $3,845 | $3,845 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-02-28 | 2024-03-27 | $174 | $103 | $71 | $71 |
| BAIRD AGGREGATE BOND INST | P | 2017-03-15 | 2024-04-17 | $2,862 | $3,214 | -$352 | -$352 |
| DODGE & COX INCOME FUND | P | 2017-01-30 | 2024-04-17 | $10,532 | $11,777 | -$1,245 | -$1,245 |
| DODGE & COX INCOME FUND 147 | P | 2020-11-20 | 2024-11-08 | $11,635 | $13,693 | -$2,058 | -$2,058 |
| JPMORGAN US VALUE I 366 | P | 2021-11-17 | 2024-03-27 | $7,630 | $6,908 | $722 | $722 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-02-28 | 2024-04-16 | $14,908 | $9,391 | $5,517 | $5,517 |
| BAIRD AGGREGATE BOND INST | P | 2017-06-15 | 2024-04-17 | $5,976 | $6,855 | -$879 | -$879 |
| DODGE & COX INCOME FUND | P | 2017-02-14 | 2024-04-17 | $10,501 | $11,777 | -$1,276 | -$1,276 |
| DODGE & COX INCOME FUND 147 | P | 2020-11-20 | 2024-04-17 | $14,335 | $17,537 | -$3,202 | -$3,202 |
| JPMORGAN US VALUE I 366 | P | 2021-11-17 | 2024-07-17 | $5,265 | $4,586 | $679 | $679 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-03-15 | 2024-04-16 | $12,810 | $8,053 | $4,757 | $4,757 |
| BAIRD AGGREGATE BOND INST | P | 2017-09-05 | 2024-04-17 | $204,729 | $236,772 | -$32,043 | -$32,043 |
| DODGE & COX INCOME FUND | P | 2017-02-28 | 2024-04-17 | $13,140 | $14,823 | -$1,683 | -$1,683 |
| DODGE & COX INCOME FUND 147 | P | 2021-03-30 | 2024-11-08 | $6,339 | $7,069 | -$730 | -$730 |
| JPMORGAN US VALUE I 366 | P | 2021-11-17 | 2024-11-08 | $23,007 | $18,642 | $4,365 | $4,365 |
| VANGUARD SMALL CAP INDEX ADM | P | 2017-06-15 | 2024-04-16 | $726 | $463 | $263 | $263 |
| BAIRD AGGREGATE BOND INST | P | 2017-12-15 | 2024-04-17 | $30,269 | $34,689 | -$4,420 | -$4,420 |
| DODGE & COX INCOME FUND | P | 2017-03-15 | 2024-04-17 | $479 | $538 | -$59 | -$59 |
| FEDERATED INTERNATIONAL LEADERS FUND | P | 2023-07-10 | 2024-11-08 | $3,630 | $3,476 | $154 | $154 |
| NUVEEN LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2024-07-17 | $16,010 | $8,268 | $7,742 | $7,742 |
| VANGUARD SMALL CAP INDEX ADM | P | 2018-09-14 | 2024-04-16 | $37,415 | $29,059 | $8,356 | $8,356 |
| BAIRD AGGREGATE BOND INST | P | 2018-03-05 | 2024-04-17 | $19,996 | $22,265 | -$2,269 | -$2,269 |
| DODGE & COX INCOME FUND | P | 2017-06-15 | 2024-04-17 | $5,843 | $6,649 | -$806 | -$806 |
| FEDERATED INTERNATIONAL LEADERS FUND | P | 2023-07-10 | 2024-07-17 | $765 | $697 | $68 | $68 |
| NUVEEN LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2024-11-08 | $12,496 | $5,929 | $6,567 | $6,567 |
| VANGUARD SMALL CAP INDEX ADM | P | 2019-07-10 | 2024-04-16 | $15,341 | $11,361 | $3,980 | $3,980 |
| BAIRD AGGREGATE BOND INST | P | 2019-03-26 | 2024-04-17 | $189,040 | $214,457 | -$25,417 | -$25,417 |
| DODGE & COX INCOME FUND | P | 2017-09-05 | 2024-04-17 | $104,611 | $119,641 | -$15,030 | -$15,030 |
| FEDERATED TOTAL RETURN BD-IN 328 | P | 2016-04-14 | 2024-10-04 | $2,551 | $2,879 | -$328 | -$328 |
| NUVEEN LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2024-03-27 | $8,786 | $4,939 | $3,847 | $3,847 |
| VANGUARD SMALL CAP INDEX ADM | P | 2019-11-14 | 2024-04-16 | $3,170 | $2,382 | $788 | $788 |
| BAIRD AGGREGATE BOND INST | P | 2019-04-10 | 2024-04-17 | $22,785 | $25,848 | -$3,063 | -$3,063 |
| DODGE & COX INCOME FUND | P | 2017-12-15 | 2024-04-17 | $13,681 | $15,591 | -$1,910 | -$1,910 |
| FEDERATED TOTAL RETURN BD-IN 328 | P | 2016-04-14 | 2024-11-08 | $12,282 | $14,081 | -$1,799 | -$1,799 |
| NUVEEN LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2024-07-17 | $1,561 | $1,238 | $323 | $323 |
| VANGUARD SMALL CAP INDEX ADM | P | 2020-06-03 | 2024-04-16 | $30,385 | $21,308 | $9,077 | $9,077 |
| BAIRD AGGREGATE BOND INST | P | 2019-11-14 | 2024-04-17 | $12,572 | $14,817 | -$2,245 | -$2,245 |
| DODGE & COX INCOME FUND | P | 2018-03-05 | 2024-04-17 | $7,277 | $8,125 | -$848 | -$848 |
| FEDERATED TOTAL RETURN BD-IN 328 | P | 2016-06-15 | 2024-11-08 | $12,933 | $14,991 | -$2,058 | -$2,058 |
| NUVEEN LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2024-11-08 | $22,830 | $16,841 | $5,989 | $5,989 |
| VANGUARD SMALL CAP INDEX ADM | P | 2021-03-30 | 2024-07-17 | $398 | $365 | $33 | $33 |
| BAIRD AGGREGATE BOND INST | P | 2020-06-03 | 2024-11-08 | $35,874 | $42,552 | -$6,678 | -$6,678 |
| DODGE & COX INCOME FUND | P | 2018-06-15 | 2024-04-17 | $17,633 | $19,458 | -$1,825 | -$1,825 |
| FEDERATED TOTAL RETURN BD-IN 328 | P | 2016-09-15 | 2024-11-08 | $10,629 | $12,399 | -$1,770 | -$1,770 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2024-03-27 | $157 | $123 | $34 | $34 |
| VANGUARD SMALL CAP INDEX ADM | P | 2021-03-30 | 2024-11-08 | $10,832 | $9,095 | $1,737 | $1,737 |
| BAIRD AGGREGATE BOND INST | P | 2020-06-03 | 2024-10-04 | $685 | $801 | -$116 | -$116 |
| DODGE & COX INCOME FUND | P | 2019-04-10 | 2024-04-17 | $80 | $89 | -$9 | -$9 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2024-07-17 | $39,439 | $16,097 | $23,342 | $23,342 |
| SCHWAB CAP TR INTL INDEX SLC | P | 2019-02-06 | 2024-11-08 | $18,758 | $14,605 | $4,153 | $4,153 |
| VANGUARD SMALL CAP INDEX ADM | P | 2021-03-30 | 2024-04-16 | $41,277 | $41,237 | $40 | $40 |
| BAIRD AGGREGATE BOND INST | P | 2020-06-03 | 2024-04-17 | $6,827 | $8,361 | -$1,534 | -$1,534 |
| DODGE & COX INCOME FUND 147 | P | 2016-04-14 | 2024-04-17 | $20,474 | $22,743 | -$2,269 | -$2,269 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2024-03-27 | $41,575 | $18,026 | $23,549 | $23,549 |
| VANGUARD MID CAP INDEX ADM | P | 2016-04-01 | 2024-03-27 | $12,467 | $6,091 | $6,376 | $6,376 |
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2024-03-27 | $16,980 | $12,923 | $4,057 | $4,057 |
| BAIRD AGGREGATE BOND LNST | P | 2018-06-15 | 2024-04-17 | $31,987 | $35,381 | -$3,394 | -$3,394 |
| DODGE & COX INCOME FUND 147 | P | 2016-06-15 | 2024-04-17 | $11,927 | $13,445 | -$1,518 | -$1,518 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2024-11-08 | $52,948 | $20,127 | $32,821 | $32,821 |
| VANGUARD MID CAP INDEX ADM | P | 2016-04-01 | 2024-11-08 | $14,625 | $6,438 | $8,187 | $8,187 |
| VOYA SMALL CAP GROWTH I | P | 2022-10-06 | 2024-07-17 | $12,915 | $9,111 | $3,804 | $3,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,126 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,748 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,748 | SubtotalAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $155 | EsPenaltyAmt |
| Tax Due | $2,903 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TAMME AURELI | IndividualWithBooksNm |
| Phone | 8063229200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S POLK STE 920 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TAMME AURELI | ||||||||
| 320 S POLK STE 920 | AMARILLO | TX | 79101 | PRESIDENT | 4.50 | $6,562 | $0 | $0 |
| LINDA CUNYUS | ||||||||
| 320 S POLK ST SUITE 920 | AMARILLO | TX | 79101 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| CANDY WILBUR | ||||||||
| 320 S POLK ST SUITE 920 | AMARILLO | TX | 79101 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,771,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,057,378 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,057,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,966,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,748 | TotalTaxAmt |
| Distributable Before Adj | $295,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $276,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,238 | UndistributedIncomePYAmt |
| Qualifying Distributions | $276,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,238 | AppliedToYear1Amt |
| Applied To Current Year | $762 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $294,816 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACTS COMMUNITY | |||||||||
| 202 S LOUISIANA ST | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $5,000 | ||
| AMARILLO ANGELS | |||||||||
| 112 SW 8TH | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $8,000 | ||
| AMARILLO AREA CASA | |||||||||
| 112 SW 8TH AVE 101 | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $15,000 | ||
| AMARILLO SPCA | |||||||||
| PO BOX 1014 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT | $13,000 | ||
| ANOTHER CHANCE HOUSE | |||||||||
| 209 S JACKSON ST | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $10,000 | ||
| CATHOLIC CHARITIES OF THE TEXAS PAN | |||||||||
| PO BOX 15127 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT FOR JOSEPH'S PROJECT | $5,000 | ||
| CATHOLIC CHARITIES OF THE TEXAS PAN | |||||||||
| PO BOX 15127 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT FOR INTERFAITH HUNGER PROJEC | $5,000 | ||
| DON HARRINGTON DISCOVERY CENTER | |||||||||
| 1200 STREIT DR | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $13,000 | ||
| DOWNTOWN WOMEN'S CENTER | |||||||||
| 409 SOUTH MONROE | AMARILLO | TX | 79159 | N/A | 501C3 | SUPPORT | $17,000 | ||
| EVELINE'S SUNSHINE COTTAGE | |||||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | N/A | 501C3 | SUPPORT | $18,000 | ||
| FAMILY SUPPORT SERVICES OF AMARILLO | |||||||||
| 7136 I40 FRONTAGE ROAD | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $10,000 | PARK WEST BLDG B | |
| FRIENDS OF AJ SWOPE | |||||||||
| 2112 S TRAVIS ST | AMARILLO | TX | 79109 | N/A | 501C3 | SUPPORT | $11,000 | ||
| HIGH PLAINS FOOD BANK | |||||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | N/A | 501C3 | SUPPORT | $9,000 | ||
| HOPE LIVES HERE | |||||||||
| PO BOX 20811 | AMARILLO | TX | 79114 | N/A | 501C3 | SUPPORT | $5,000 | ||
| LIFE CHALLENGE AMARILLO | |||||||||
| 6500 HOPE ROAD | AMARILLO | TX | 79119 | N/A | 501C3 | SUPPORT | $15,000 | ||
| MARTHA'S HOME | |||||||||
| 1204 SW 18TH AVE | AMARILLO | TX | 79102 | N/A | 501C3 | SUPPORT | $12,000 | ||
| PETS LOW COST SPAY & NEUTER | |||||||||
| PO BOX 4669 | WICHITA FALLS | TX | 76308 | N/A | 501C3 | SUPPORT | $15,000 | CLINIC | |
| PANHANDLE PAWS OF HOPE | |||||||||
| PO BOX 2525 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT | $25,000 | ||
| SHARING HOPE MINITRY | |||||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | N/A | 501C3 | SUPPORT | $10,000 | ||
| THE MAVERICK BOYS AND GIRLS CLUB | |||||||||
| 1923 S LINCOLN | AMARILLO | TX | 79109 | N/A | 501C3 | SUPPORT | $5,000 | ||
| THE PARC | |||||||||
| 413 SW 6TH AVE | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $25,000 | ||
| THE TURN CENTER | |||||||||
| 1250 WALLACE BLVD | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $10,000 | ||
| WILD WEST WILDLIFE | |||||||||
| 2901 N SONCY RD | AMARILLO | TX | 79124 | N/A | 501C3 | SUPPORT | $15,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,016 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $253,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,773 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,100 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ANB INVESTMENTS | StockNm |
| EOY Book Value | $5,016,795 | EOYBookValueAmt |
| EOYFMV | $5,732,493 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $967 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ADMIN FEES | $98 |
| QUICKBOOKS FEES | $333 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| EOY Book Value | $3,474 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $55,175 | Amt |
| Net Investment Income | $55,175 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,154 | |
| FOREIGN TAXES PAID | $885 | $885 |