FRANCES E MADDOX FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES E MADDOX FOUNDATION (EIN 75-2859064)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202221339349104157
- Schema version
- 2021v4.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T15:17:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 8063240324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S POLK ST SUITE 1000 | 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 | 8063727500 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMME | PersonFirstNm |
| Person Last | AURELI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY A SHELDON CPA | PreparerPersonNm |
| PTIN | P00172216 | PTIN |
| Phone | 8063717661 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,798,459 | 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 | $3,456 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,456 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $489,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,761,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $489,844 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $625,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $625,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,809 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $521 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,610 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,074 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,951 | CashBOYAmt |
| Cash EOY | $83,167 | CashEOYAmt |
| Cash EOYFMV | $83,167 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $223,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,620 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,192,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,539,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,562,012 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,215 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,660 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,660 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,521,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,776,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,798,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,521,574 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,776,130 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,521,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,776,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,521,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,776,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,521,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,556 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,776,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,776,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY WORLD MUT FDS EMERG | P | 2021-03-30 | 2021-11-19 | $8,429 | $8,728 | -$299 | -$299 |
| GLOBAL X AUTONOMOUS & ELECTRIC | P | 2021-03-30 | 2021-11-17 | $2,808 | $2,329 | $479 | $479 |
| NORTHERN SMALL CAP VALUE FUND | P | 2020-06-03 | 2021-03-23 | $41,741 | $29,711 | $12,030 | $12,030 |
| NORTHERN SMALL CAP VALUE FUND | P | 2018-12-21 | 2021-03-23 | $13,728 | $10,543 | $3,185 | $3,185 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2021-11-17 | $16,937 | $8,761 | $8,176 | $8,176 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2021-07-16 | $2,651 | $2,313 | $338 | $338 |
| I ROWE PRICE GROWTH STOCK I | P | 2016-04-14 | 2021-11-17 | $3,275 | $1,352 | $1,923 | $1,923 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-02-19 | 2021-03-23 | $3,042 | $2,406 | $636 | $636 |
| NORTHERN SMALL CAP VALUE FUND | P | 2019-07-10 | 2021-03-23 | $9,493 | $8,604 | $889 | $889 |
| TIAA-CREF LARGE CAP VALUE IDX INST | P | 2018-08-28 | 2021-03-30 | $34,864 | $31,179 | $3,685 | $3,685 |
| AMPLIFY LITHIUM & BATTERY TECH | P | 2021-03-30 | 2021-11-17 | $1,712 | $1,303 | $409 | $409 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2021-07-16 | $1,755 | $1,553 | $202 | $202 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-03-04 | 2021-03-23 | $10,345 | $8,686 | $1,659 | $1,659 |
| NORTHERN SMALL CAP VALUE FUND | P | 2019-12-27 | 2021-03-23 | $7,743 | $6,991 | $752 | $752 |
| TIAA-CREF LARGE CAP VALUE LDX INST | P | 2018-08-28 | 2021-11-19 | $21,943 | $18,048 | $3,895 | $3,895 |
| BAIRD AGGREGATE BOND INST | P | 2016-03-22 | 2021-11-19 | $11,966 | $11,326 | $640 | $640 |
| ISHARES CYBERSECURITY & TECH | P | 2021-03-30 | 2021-11-17 | $2,222 | $1,754 | $468 | $468 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-03-22 | 2021-03-23 | $10,128 | $8,686 | $1,442 | $1,442 |
| SCHWAB CAP TR INTL INDEX SIC | P | 2019-02-06 | 2021-11-19 | $6,787 | $5,215 | $1,572 | $1,572 |
| TIAA-CREF LARGE CAP VALUE LDX INST | P | 2018-08-28 | 2021-11-17 | $10,020 | $8,137 | $1,883 | $1,883 |
| BAIRD AGGREGATE BOND INST | P | 2016-04-01 | 2021-11-19 | $48,412 | $46,121 | $2,291 | $2,291 |
| ISHARES GLOBAL CLEAN ENERGY | P | 2021-03-30 | 2021-11-17 | $3,591 | $3,435 | $156 | $156 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-04-01 | 2021-03-23 | $9,969 | $8,686 | $1,283 | $1,283 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-04-01 | 2021-03-30 | $8,575 | $4,468 | $4,107 | $4,107 |
| VANGUARD MICL CAP INDEX ADM | P | 2016-03-04 | 2021-11-17 | $19,306 | $8,735 | $10,571 | $10,571 |
| BLACKROCK FDS V HI YLD BD INST | P | 2019-11-14 | 2021-11-19 | $3,373 | $3,304 | $69 | $69 |
| JPMORGAN US VALUE I | P | 2021-11-17 | 2021-11-19 | $22,129 | $22,348 | -$219 | -$219 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-04-14 | 2021-03-23 | $8,489 | $7,430 | $1,059 | $1,059 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-04-14 | 2021-07-16 | $21,786 | $9,972 | $11,814 | $11,814 |
| VANGUARD MID CAP INDEX ADM | P | 2016-02-19 | 2021-03-30 | $27,853 | $13,948 | $13,905 | $13,905 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2021-07-16 | $298 | $283 | $15 | $15 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2019-07-10 | 2021-11-11 | $24,937 | $20,189 | $4,748 | $4,748 |
| NORTHERN SMALL CAP VALUE FUND | P | 2016-12-21 | 2021-03-23 | $5,771 | $6,174 | -$403 | -$403 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-04-14 | 2021-03-30 | $12,855 | $6,734 | $6,121 | $6,121 |
| VANGUARD MID CAP INDEX ADM | P | 2016-02-19 | 2021-07-16 | $2,322 | $1,097 | $1,225 | $1,225 |
| DEFIANCE 5G NEXT GEN CONNECTIVITY | P | 2021-03-30 | 2021-11-17 | $1,687 | $1,433 | $254 | $254 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2019-11-27 | 2021-11-11 | $8,128 | $6,789 | $1,339 | $1,339 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-01-30 | 2021-03-23 | $3,811 | $3,983 | -$172 | -$172 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-06-15 | 2021-11-17 | $5,900 | $2,404 | $3,496 | $3,496 |
| VANGUARD MID CAP INDEX ADM | P | 2016-03-04 | 2021-07-16 | $1,974 | $992 | $982 | $982 |
| DODGE & COX INCOME FUND 147 | P | 2016-03-22 | 2021-11-19 | $22,842 | $21,701 | $1,141 | $1,141 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2020-06-03 | 2021-11-11 | $83,067 | $60,074 | $22,993 | $22,993 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-02-14 | 2021-03-23 | $3,708 | $3,983 | -$275 | -$275 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-12-21 | 2021-11-19 | $10,665 | $4,646 | $6,019 | $6,019 |
| VANGUARD MID CAP INDEX ADM | P | 2016-03-04 | 2021-11-19 | $11,823 | $5,401 | $6,422 | $6,422 |
| FEDERATED TOTAL RETURN BD-IN | P | 2016-03-22 | 2021-11-19 | $22,834 | $21,764 | $1,070 | $1,070 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2019-04-10 | 2021-07-16 | $2,645 | $2,237 | $408 | $408 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-02-28 | 2021-03-23 | $5,741 | $6,109 | -$368 | -$368 |
| T ROWE PRICE GROWTH STOCK I | P | 2016-12-21 | 2021-11-17 | $11,258 | $4,874 | $6,384 | $6,384 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-06-15 | 2021-11-17 | $22,848 | $11,117 | $11,731 | $11,731 |
| FIDELITY CONCORD SIR TR 500 IDX INS | P | 2016-12-21 | 2021-11-17 | $45,622 | $22,182 | $23,440 | $23,440 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2019-04-10 | 2021-03-30 | $26,772 | $23,779 | $2,993 | $2,993 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-03-15 | 2021-03-23 | $3,370 | $3,558 | -$188 | -$188 |
| T ROWE PRICE U S TREAS INTERM IDX I | P | 2020-10-02 | 2021-03-30 | $137,458 | $145,503 | -$8,045 | -$8,045 |
| VANGUARD SMALL CAP INDEX ADM | P | 2016-06-15 | 2021-11-19 | $18,463 | $9,104 | $9,359 | $9,359 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-06-15 | 2021-03-30 | $207,298 | $110,121 | $97,177 | $97,177 |
| LORD ABBETT AFFILIATED FD INC FD INC | P | 2019-04-10 | 2021-11-11 | $392,100 | $309,079 | $83,021 | $83,021 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-06-15 | 2021-03-23 | $859 | $917 | -$58 | -$58 |
| T ROWE PRICE U S TREES INTERM LDX I | P | 2020-10-02 | 2021-11-19 | $14,116 | $14,992 | -$876 | -$876 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2021-07-16 | $43,898 | $23,154 | $20,744 | $20,744 |
| LORD ABBETT HIGH YIELD I | P | 2016-12-21 | 2021-11-19 | $3,373 | $3,351 | $22 | $22 |
| NORTHERN SMALL CAP VALUE FUND | P | 2017-12-22 | 2021-03-23 | $9,611 | $9,949 | -$338 | -$338 |
| T1AA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2021-11-19 | $11,058 | $5,656 | $5,402 | $5,402 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2021-03-30 | $16,395 | $9,433 | $6,962 | $6,962 |
| MFS GLOBAL OPPORTUNISTIC BD R6 | P | 2021-03-30 | 2021-11-19 | $14,071 | $13,981 | $90 | $90 |
| NORTHERN SMALL CAP VALUE FUND | P | 2018-03-05 | 2021-03-23 | $2,455 | $2,470 | -$15 | -$15 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2021-03-30 | $15,912 | $10,526 | $5,386 | $5,386 |
| FIDELITY CONCORD STR TR 500 IDX INS | P | 2016-12-21 | 2021-11-19 | $49,352 | $23,946 | $25,406 | $25,406 |
| NORTH SHORE GLOBAL URANIUM MINING | P | 2021-03-30 | 2021-11-17 | $12,363 | $7,502 | $4,861 | $4,861 |
| NORTHERN SMALL CAP VALUE FUND | P | 2018-09-14 | 2021-03-23 | $10,939 | $12,040 | -$1,101 | -$1,101 |
| TIAA-CREF LARGE CAP GROWTH IDX INST | P | 2019-04-10 | 2021-07-16 | $22,025 | $12,683 | $9,342 | $9,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $489,844 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,739 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,844 | SubtotalAmt |
| Tax Based On Investment Income | $7,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,537 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,537 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $4,309 | 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 | 8063240324 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S POLK STE 1000 | 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 |
|---|---|---|---|---|---|---|---|---|
| CANDY WILBUR | ||||||||
| 320 S POLK ST SUITE 1000 | AMARILLO | TX | 79101 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LINDA CUNYUS | ||||||||
| 320 S POLK ST SUITE 1000 | AMARILLO | TX | 79101 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| TAMME AURELI | ||||||||
| 320 S POLK STE 1000 | AMARILLO | TX | 79101 | PRESIDENT | 000.00 | $6,809 | $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 | $6,590,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,794,348 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,794,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,692,433 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,844 | TotalTaxAmt |
| Distributable Before Adj | $326,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,778 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,613 | UndistributedIncomePYAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,613 | AppliedToYear1Amt |
| Applied To Current Year | $387 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $326,391 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|
| AMARILLO AREA CASA | |||||||||
| 112 SW 8TH AVE 101 | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $25,000 | ||
| AMARILLO SPCA | |||||||||
| PO BOX 1014 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT | $10,000 | ||
| ANIMAL RESCUE SHELTER INC | |||||||||
| 12500 S FM 1541 | AMARILLO | TX | 79118 | N/A | 501C3 | SUPPORT | $10,000 | ||
| ANOTHER CHANCE HOUSE | |||||||||
| 209 S JACKSON ST | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $12,500 | ||
| DOWNTOWN WOMEN'S CENTER | |||||||||
| 409 SOUTH MONROE | AMARILLO | TX | 79159 | N/A | 501C3 | SUPPORT | $20,000 | ||
| EVELINE'S SUNSHINE COTTAGE | |||||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | N/A | 501C3 | SUPPORT | $25,000 | ||
| FAMILY SUPPORT SERVICES OF AMARILLO | |||||||||
| 7136 I40 FRONTAGE ROAD | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $15,000 | PARK WEST BLDG B | |
| HABITAT FOR HUMANITY AMARILLO | |||||||||
| 2700 NORTH WILSON | AMARILLO | TX | 79103 | N/A | 501C3 | SUPPORT | $10,000 | ||
| HIGH PLAINS FOOD BANK | |||||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | N/A | 501C3 | SUPPORT | $25,000 | ||
| LIFE CHALLENGE OF AMARILLO INC | |||||||||
| PO BOX 508 | AMARILLO | TX | 79105 | N/A | 501C3 | SUPPORT | $15,000 | ||
| MARTHA'S HOME | |||||||||
| 1204 SW 18TH AVE | AMARILLO | TX | 79102 | N/A | 501C3 | SUPPORT | $20,000 | ||
| 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 | $19,000 | ||
| SHARING HOPE MINITRY | |||||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | N/A | 501C3 | SUPPORT | $15,000 | ||
| THE PARC | |||||||||
| 413 SW 6TH AVE | AMARILLO | TX | 79101 | N/A | 501C3 | SUPPORT | $30,000 | ||
| THE TURN CENTER | |||||||||
| 1250 WALLACE BLVD | AMARILLO | TX | 79106 | N/A | 501C3 | SUPPORT | $12,500 | ||
| 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 | $294,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,456 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,844 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $625,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $625,945 | 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 | $1,300 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ANB INVESTMENTS | StockNm |
| EOY Book Value | $5,539,683 | EOYBookValueAmt |
| EOYFMV | $6,562,012 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $2,215 | BOYBookValueAmt |
| EOY Book Value | $8,660 | EOYBookValueAmt |
| EOYFMV | $8,660 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ADMIN FEES | $75 |
| POSTAGE |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $61,610 | Amt |
| Net Investment Income | $61,610 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,074 | Amt |