WILLIAM F & MOONYEEN REYNOLDS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F & MOONYEEN REYNOLDS FOUNDATION (EIN 82-1501880)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349100106
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T07:46:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750706311 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freemon Shapard & Story | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763013381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821501880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William F & Moonyeen Reynolds Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9403224436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Moonyeen Reynolds | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9403224436 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Moonyeen | PersonFirstNm |
| Person Last | Reynolds | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bob Henry | PreparerPersonNm |
| PTIN | P00628696 | PTIN |
| Phone | 9403224436 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,453,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $45,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,947 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,533 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,917 | CashBOYAmt |
| Cash EOY | $47,152 | CashEOYAmt |
| Cash EOYFMV | $47,152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $915 | AcctRcvblAmt |
| Acct Rcvbl BOY | $946 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $915 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $915 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $876,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $851,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,398,261 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $966,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $906,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,453,184 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,465 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $960,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $906,508 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $960,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $906,508 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $906,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $960,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $906,508 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $906,508 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Kirby Corp. - 50 sh. | P | 2019-12-27 | 2020-05-19 | $2,581 | $4,442 | -$1,861 | -$1,861 |
| WPX Energy, Inc. - 250 sh. | P | 2019-12-27 | 2020-03-23 | $719 | $3,385 | -$2,666 | -$2,666 |
| Kirby Corp. - 150 sh. | P | 2018-04-17 | 2020-05-19 | $7,742 | $13,041 | -$5,299 | -$5,299 |
| Kirby Corp. - 100 sh. | P | 2019-03-04 | 2020-05-19 | $5,161 | $7,492 | -$2,331 | -$2,331 |
| Perkinelmer, Inc. - 50 sh. | P | 2017-11-30 | 2020-03-23 | $3,316 | $3,675 | -$359 | -$359 |
| WPX Energy, Inc. - 650 sh. | P | 2018-04-17 | 2020-03-23 | $1,868 | $10,238 | -$8,370 | -$8,370 |
| WPX Energy, Inc. - 450 sh. | P | 2019-03-04 | 2020-03-23 | $1,293 | $5,726 | -$4,433 | -$4,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,319 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $947 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $947 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $916 | OverpaymentAmt |
| Applied To ES Tax | $916 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Freemon Shapard Story | IndividualWithBooksNm |
| Phone | 9403224436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Moonyeen Reynolds | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | President & Director | 0.00 | $0 | $0 | $0 |
| Bob Henry | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Vice-President & Director | 0.00 | $0 | $0 | $0 |
| Erwin Davenport | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Secretary & Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,154,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $945 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,240,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,240,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,222,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $61,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,070 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,865 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $18,215 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,865 | AppliedToYear1Amt |
| Applied To Prior Years | $18,215 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $57,725 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Moonyeen Reynolds | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boy Scouts of America Northwest TX Council | ||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Operating Budget | $1,000 |
| Boys & Girls Clubs of Wichita Falls | ||||||
| 1318 Sixth St | Wichita Falls | TX | 76301 | PC | Annual Campaign | $5,000 |
| Cal Farley Boys Ranch | ||||||
| PO Box 1890 | Amarillo | TX | 79174 | PC | Operating Budget | $300 |
| Faith Mission | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | PC | Operating Budget | $16,000 |
| Interfaith Outreach Services | ||||||
| 1006 11th St | Wichita Falls | TX | 76301 | PC | Operating Budget | $5,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | GOV | President's Excellence Circle | $5,000 |
| Physicians for Peace | ||||||
| 520 W 21st St g2103 | Norfolk | VA | 23517 | PC | Operating Budget | $1,000 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | PC | Good Samaritan Fund | $9,000 |
| The Kitchen | ||||||
| 1000 Burnett St | Wichita Falls | TX | 76301 | PC | Meals on Wheels | $16,000 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | PC | Operating Budget | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$9,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Moonyeen Reynolds | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Freemon, Shapard & Story | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year 2018 in the amount of $18,215. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs | $16,104 | $32,847 |
| Accenture PLC, Dubline | $21,243 | $26,121 |
| Air Products & Chemicals, Inc. | $22,584 | $34,153 |
| Akamai Technologies, Inc. | $19,485 | $23,623 |
| Alphabet, Inc. Cap Stk Cl C | $23,221 | $35,038 |
| Amazon | $19,048 | $48,854 |
| Apple Computer | $28,500 | $92,883 |
| Bank of America Corp. | $22,725 | $27,279 |
| Berkshire Hathaway, Inc. | $18,962 | $23,187 |
| Black Knight, Inc. | $15,842 | $26,505 |
| Charles River Laboratories | $10,257 | $24,986 |
| Chevron Corp. | $14,326 | $10,556 |
| Cintas Corp. | $15,530 | $26,510 |
| Coca Cola Co. | $22,234 | $27,420 |
| Danaher Corp. | $20,720 | $44,428 |
| Disney Walt Co. | $19,827 | $31,707 |
| EOG Resources | $21,938 | $11,221 |
| Ecolab | $15,071 | $23,800 |
| Emerson Electric | $20,775 | $24,111 |
| FMC Corp. | $15,966 | $25,285 |
| Flir System, Inc. | $20,949 | $17,532 |
| Home Depot | $21,193 | $33,203 |
| Honeywell International | $25,209 | $36,159 |
| JPMorgan Chase & Co. | $19,134 | $25,414 |
| Kimberly Clark | $17,177 | $20,225 |
| Lauder Estee Cos. | $12,311 | $26,619 |
| Martin Marietta Materials | $21,255 | $28,397 |
| Merck & Co. | $19,618 | $26,585 |
| Microsoft Corp. | $25,459 | $55,605 |
| Moodys Corp. | $19,364 | $36,280 |
| Nike, Inc. | $19,686 | $42,441 |
| Perkinelmer, Inc. | $13,859 | $28,700 |
| Pinterest, Inc. | $8,585 | $46,130 |
| Procter & Gamble Co. | $12,596 | $13,914 |
| Realpage, Inc. | $15,885 | $30,534 |
| Roper Industries | $11,925 | $21,555 |
| Thermo Fisher Scientific, Inc. | $20,707 | $46,578 |
| Trimble Navigation LTD | $18,753 | $33,385 |
| US Bancorp | $20,768 | $18,636 |
| Union Pac Corp. | $18,832 | $31,233 |
| V F Corp. | $18,861 | $21,353 |
| Verizon Communications | $17,102 | $17,625 |
| Visa, Inc. | $17,623 | $34,997 |
| Xilinx, Inc. | $13,460 | $24,810 |
| Zions Bancorp | $20,508 | $18,462 |
| Zoetis | $16,409 | $41,375 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | American National Bank & Trust | CategoryTxt |
| Amt | $11,533 | Amt |
| Net Investment Income | $11,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Moonyeen Reynolds | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes | $31 | $0 | $0 |
| Foreign taxes | $82 | $82 | $0 |