PRIDDY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRIDDY FOUNDATION (EIN 75-6029882)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349101536
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2021-05-12T11:37:17-05:00 | 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 | 756029882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Priddy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRID | BusinessNameControlTxt |
| Phone | 9407238720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 Eighth Street No 1010 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Shelley Sweatt CEO | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 9407238720 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dr | PersonFirstNm |
| Person Last | Shelley Sweatt CEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Debra Humpert | PreparerPersonNm |
| PTIN | P01206601 | PTIN |
| Phone | 9403224436 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $267,244,419 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $453 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,291,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,213,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,344,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,405,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,344,541 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,639 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,639 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,651,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,574,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $313,625 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,044 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,581 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $311,208 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,371 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $300,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,099 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,110 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $99,989 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,530 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $765 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $765 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $703,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $688,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $270,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137,826 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,802 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $18,802 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,265 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,680 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,586 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $859 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,291 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,026,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,011,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $881,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,245,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,245,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,271,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,011,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,127,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,620,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,562,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,182,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,044,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,044,134 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43 | AcctRcvblAmt |
| Acct Rcvbl EOY | $43 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $134,725 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,079 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,079 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $42,427,960 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $42,220,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $42,587,095 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,723,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,713,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,581,644 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $76,277,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,914,423 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,584,764 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $340,073 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $197,098 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $161,778 | LandBOYAmt |
| Land EOY | $142,975 | LandEOYAmt |
| Land EOYFMV | $142,975 | LandEOYFMVAmt |
| Other Assets BOY | $13,311 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $140,003 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $198,788,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,086,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,244,419 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,950 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,761 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $117,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,761 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $198,670,389 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $195,050,225 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,670,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $195,050,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,788,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $195,086,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,670,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,620,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $195,050,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $195,050,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities - Dodge & Cox Short-Term | P | 2020-12-31 | $921,938 | $805,100 | $116,838 | $116,838 |
| Publicly Traded Securities - Dodge & Cox Long-Term | P | 2020-12-31 | $6,700,731 | $4,564,289 | $2,136,442 | $2,136,442 |
| Publicly Traded Securities - Luther King Short-Term | P | 2020-12-31 | $1,810,710 | $1,530,877 | $279,833 | $279,833 |
| Publicly Traded Securities - Luther King Long-Term | P | 2020-12-31 | $11,375,211 | $7,568,044 | $3,807,167 | $3,807,167 |
| Publicly Traded Securities - Sentry Short-Term | P | 2020-12-31 | $63,537,423 | $63,540,380 | -$2,957 | -$2,957 |
| Publicly Traded Securities - Sentry Long-Term | P | 2020-12-31 | $14,999,656 | $15,005,685 | -$6,029 | -$6,029 |
| Capital Gains Distributions | P | 2020-12-31 | $564 | $564 | $564 | |
| Vanguard Large Cap Index Fund Long-Term | P | 2020-12-31 | $58,983 | $46,300 | $12,683 | $12,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,344,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $132,921 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $132,921 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $132,921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,000 | 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 | $162,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,079 | OverpaymentAmt |
| Applied To ES Tax | $29,079 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.priddyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Priddy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9407238720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th St Ste 1010 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Shelley S Sweatt | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | President/CEO | 40.00 | $243,625 | $20,801 | $0 |
| David Wolverton | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee Emeritus | 0.00 | $0 | $0 | $0 |
| Berneice R Leath | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee Emerita | 0.00 | $0 | $0 | $0 |
| Cathy Biggs | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Tim Cornelius | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Kristi Plummer-Faulkner | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Tony Fidelie | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| James Johnson | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Robert Britt Milstead | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Marjorie Parker | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Cheryl Prothro | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Kathy Sultemeier | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Max Vordenbaum | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Madge Henry | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee-Elect | 0.00 | $0 | $0 | $0 |
| Walter Priddy DOD 7779 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Ashley Priddy DOD 3584 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Swannanoa Priddy DOD 8780 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Robert T Priddy DOD 1615 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Charles D Hughes | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Grant Analyst | 40.00 | $78,292 | $6,896 | $0 |
| Pat Myers | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Office Administrator | 40.00 | $62,173 | $5,371 | $0 |
| Laura Ingle | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Grant Analyst | 40.00 | $54,103 | $7,346 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sentry Management | |||||
| 5 Eureka Circle Suite E | Wichita Falls | TX | 76308 | Investment services | $289,148 |
| Dodge & Cox | |||||
| 555 California St 40th Floor | San Francisco | CA | 94104 | Investment services | $186,885 |
| American National Bank & Trust | |||||
| 2732 Midwestern Pkwy | Wichita Falls | TX | 76308 | Custody services | $85,727 |
| Luther King Capital Mgmt | |||||
| 301 Commerce St Ste 1600 | Fort Worth | TX | 76102 | Investment services | $67,338 |
| Vanguard | |||||
| PO Box 3009 | Monroe | WI | 53566 | Investment services | $58,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $218,377,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,304,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $549,561 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $238,232,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $238,232,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,573,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $234,658,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,732,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,732,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132,921 | TotalTaxAmt |
| Distributable Before Adj | $11,600,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,600,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,600,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,127,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,127,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,127,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,600,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,132,818 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,127,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,132,818 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,994,502 | 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 | $9,605,513 | 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 | Walter Priddy DOD 7779 | ContributingManagerNm |
| Contributing Manager | Ashley Priddy DOD 3584 | ContributingManagerNm |
| Contributing Manager | Swannanoa Priddy DOD 8780 | ContributingManagerNm |
| Contributing Manager | Robert T Priddy DOD 1615 | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Shelley S Sweatt | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th St Ste 1010 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407238720 | RecipientPhoneNum |
| Form And Info And Materials | Grant application should be made with the Foundation's grant application form that is available on the Foundation's web site www.priddyfdn.org. The following information should be submitted with the completed grant application: 1. Copy of the requesting organization's 501(c)(3) tax-exempt letter from the IRS. 2. A list of officers and directors. 3. A detailed project budget that includes administration costs, salaries, projected overhead expenses, etc. 4. A copy of the organization's most recent audit. 5. Latest financial statements. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Two meetings per year are held.Deadlines are February 1st & August 1st.See the website for details. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations receiving grants must be tax-exempt 501(c)(3) entities. The primary grant categories are human services, education and the arts and health. The Foundation's service area encompasses 18 counties in North Texas and 6 counties in southern Oklahoma. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Abilene Recovery Council | |||||||
| 104 Pine St Ste 205 | Abilene | TX | 79601 | PC | Parenting Awareness and Drug Risk Education Services (PADREs) 2020-2021 | $42,500 | |
| Acts 4 Others | |||||||
| P O Box 811 | Decatur | TX | 76234 | PC | United 4 Hope Against Homelessness 2020 | $20,000 | |
| American National Red CrossAmerican Red Cross of North Central Texas | |||||||
| 1809 5th Street | Wichita Falls | TX | 76301 | PC | Disaster Services 2020-2021 | $50,000 | |
| Anag Inc | |||||||
| P O Box 578 | Archer City | TX | 76351 | PC | Emergency Operational Support 2020 | $5,000 | |
| Armed Services YMCA of the USA Altus | |||||||
| 801 N 1st St | Altus | OK | 73523 | PC | Operation Hero and Operation Little Learner Program Support 2019-2020 | $35,000 | |
| Armed Services YMCA of the USA Lawton | |||||||
| 900 NW Cache Road | Lawton | OK | 73507 | PC | Emergency Operational Support 2020 | $5,000 | |
| Arts Council Wichita Falls Area Inc dba Kemp Center for the Arts | |||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $10,000 | |
| Arts Council Wichita Falls Area Inc dba Kemp Center for the Arts | |||||||
| 1300 Lamar | Washington | TX | 76301 | PC | Forum Acoustic Performance & Space Utilization Improvements 2019-2020 | $325,000 | |
| Big Brothers Big Sisters Lone Star | |||||||
| 1501 Midwestern Pkwy | Wichita Falls | TX | 76302 | PC | Emergency Operational Support 2020 | $10,000 | |
| Big Brothers Big Sisters Lone Star | |||||||
| 1501 Midwestern Pkwy | Wichita Falls | TX | 76302 | PC | Wichita County Program Support 2020 | $55,000 | |
| Boy Scouts of America Council | |||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Emergency Operational Support 2020 | $10,000 | |
| Boy Scouts of America Council | |||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Camp Support & Additional District Executive Salary 2020 | $90,000 | |
| Boys and Girls Club of Vernon Inc | |||||||
| P O Box 1785 | Vernon | TX | 76385 | PC | Technology Community Impact Program 2020-2023 | $76,727 | |
| Boys and Girls Club of Vernon Inc | |||||||
| P O Box 1785 | Vernon | TX | 76385 | PC | Emergency Operational Support 2020 | $20,000 | |
| Boys Club of Burkburnett | |||||||
| P O Box 2 | Burkburnett | TX | 76354 | PC | Emergency Operational Support 2020 | $20,000 | |
| Boys Club of Burkburnett | |||||||
| P O Box 2 | Burkburnett | TX | 76354 | PC | Summer Program Support 2020 | $40,000 | |
| Bray Community Center | |||||||
| 1014 S Brooks Rd | Marlow | OK | 73055 | PC | Emergency Operational Support 2020 | $4,000 | |
| Bray Community Center | |||||||
| 1014 S Brooks Rd | Marlow | OK | 73055 | PC | Community Fund Pantry 2019-2020 | $8,000 | |
| Bridgeport ISD Education Foundation Inc | |||||||
| 2107 15th St | Bridgeport | TX | 76426 | PC | Support Services for At-Risk Students 2019-2020 | $32,000 | |
| Bridgeport Music and Arts Foundation Inc | |||||||
| 278 PR 1519 | Bridgeport | TX | 76426 | PC | Emergency Operational Support 2020 | $9,000 | |
| Burkburnett Independent School District | |||||||
| 100 N Ave D | Burkburnett | TX | 763542499 | PC | Opera and Arts Study for 6th Grade 2019-2020, 2020-2021 & 2021-2022 | $15,891 | |
| Camp Fire North Texas | |||||||
| 2414 Ninth Street | Wichita Falls | TX | 76301 | PC | Special Services After School Program 2020-2021 | $80,000 | |
| Camp Fire North Texas | |||||||
| 2414 Ninth Street | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $35,000 | |
| Catholic Charities of Ft Worth Inc | |||||||
| 249 Thornhill Dr | Fort Worth | TX | 76115 | PC | VRJC Priddy Fellows Scholarships Program Extension SY 2020-2021 through 2024-2025 | $400,000 | |
| Catholic Charities of Ft Worth Inc | |||||||
| 249 Thornhill Dr | Fort Worth | TX | 76115 | PC | Wichita County Veterans Coalition Phase 2 Community Impact Project 2020-2022 | $138,000 | |
| Catholic Charities of Ft Worth Inc | |||||||
| P O Box 15610 | Fort Worth | TX | 76115 | PC | Rural Vocation and Community Connections 2020 | $230,000 | |
| Catholic Charities of the Archdiocese of Oklahoma City Inc | |||||||
| 1232 N Classen | Oklahoma City | OK | 73106 | PC | Lawton Regional Office Family Support Services 2020-2021 | $20,500 | |
| Center for Creative Living Corporation | |||||||
| 3501 Dr Elsie Hamm Drive | Lawton | OK | 73505 | PC | Program Support 2020-2021 | $75,000 | |
| Center for Creative Living Corporation | |||||||
| 3501 Dr Elsie Hamm Drive | Lawton | OK | 73505 | PC | Technology Community Impact Program 2019-2022 | $9,757 | |
| Center for Creative Living Corporation | |||||||
| 3501 Dr Elsie Hamm Drive | Lawton | OK | 73505 | PC | Emergency Operational Support 2020 | $10,000 | |
| Chaparral Baptist Assembly | |||||||
| 3784 Church Camp Rd | Iowa Park | TX | 76367 | PC | Challenge Course Replacement 2020 | $26,000 | |
| Charity Navigator | |||||||
| 139 Harristown Road Ste 101 | Glen Rock | NJ | 07452 | PC | Program Support 2020 | $1,000 | |
| Child Advocates CASA of Red River | |||||||
| 808 Austin | Wichita Falls | TX | 76301 | PC | CASA Volunteer Recruitment, Retention & Support 2019-2020 | $6,500 | |
| Child Advocates CASA of Red River | |||||||
| 808 Austin | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $10,000 | |
| Child Advocates CASA of Red River | |||||||
| 808 Austin | Wichita Falls | TX | 76301 | PC | CASA Volunteer Recruitment, Training & Support 2020-2021 | $60,000 | |
| Child Care Inc | |||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Child Care Gaps 2017 | $43,936 | |
| Child Care Inc | |||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Child Care Gaps 2020 | $200,000 | |
| Child Care Inc | |||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Emergency Operational Support 2020 | $10,000 | |
| Chisholm Trail Heritage Center Association | |||||||
| 1000 Chisholm Trail Parkway | Duncan | OK | 73533 | PC | Education Programming 2020 | $25,000 | |
| Chisholm Trail Heritage Center Association | |||||||
| 1000 Chisholm Trail Parkway | Duncan | OK | 73533 | PC | Emergency Operational Support 2020 | $10,000 | |
| Christ Academy (fka The Episcopal School of Wichita Falls Inc) | |||||||
| 5105 Stone Lake Drive | Wichita Falls | TX | 76310 | PC | Blended Learning Center Building Construction 2019-2020 | $283,000 | |
| Christ Counseling Ministry Inc | |||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Fee Assistance Program 2019 | $5,000 | |
| Christ Counseling Ministry Inc | |||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Technology Community Impact Program 2019-2022 | $66,125 | |
| Christ Counseling Ministry Inc | |||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Emergency Operational Support 2020 | $25,000 | |
| Christ Counseling Ministry Inc | |||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Fee Assistance Program 2020 | $80,000 | |
| Christian Service Foundation Inc | |||||||
| P O Box 41 | Wichita Falls | TX | 76307 | PC | KMOC Technology Upgrades 2019-2020 | $10,000 | |
| Christmas in Action Wichita TX Inc | |||||||
| P O Box 8464 | Wichita Falls | TX | 76307 | PC | Project Day & Executive Director Salary 2020 | $30,000 | |
| City of Vernon | |||||||
| 1725 Wilbarger | Vernon | TX | 76384 | GOV | Allingham Park Splash Pad Project 2020-2021 | $40,000 | |
| Clay County Senior Citizens Inc | |||||||
| P O Box 533 | Henrietta | TX | 76365 | PC | Senior Citizens Outreach & Meals on Wheels Program Support 2020 | $27,500 | |
| Clay County Senior Citizens Inc | |||||||
| P O Box 533 | Henrietta | TX | 76365 | PC | Emergency Operational Support 2020 | $4,000 | |
| Comanche County Memorial Hospital Foundation Inc | |||||||
| 3401 West Gore Blvd | Lawton | OK | 73505 | PC | Enhanced Transportation Access for Primary Care Program Support 2020 | $41,000 | |
| Dallas Opera | |||||||
| Winspear Opera House 2403 Flora | Dallas | TX | 75201 | PC | Wichita Falls Education Outreach 2020-2021 | $25,000 | Street Suite 500 |
| Dallas Opera | |||||||
| Winspear Opera House 2403 Flora St | Dallas | TX | 75201 | PC | Wichita Falls Education Outreach 2019-2020 | $25,000 | Ste 500 |
| Exponent Philanthropy (formerly known as Association of Small Foundations) | |||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | Sustainability Support 2020 | $1,200 | |
| Exponent Philanthropy (formerly known as Association of Small Foundations) | |||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | Grant Support | $1,750 | |
| First Step of Wichita Falls Inc | |||||||
| 624 Indiana Ave Suite 304 | Wichita Falls | TX | 76301 | PC | Technology Community Impact Program 2020-2023 | $135,875 | |
| First Step of Wichita Falls Inc | |||||||
| 624 Indiana Ave Suite 304 | Wichita Falls | TX | 76301 | PC | Wichita Falls Education Outreach 2019-2020 | $10,000 | |
| First United Methodist Church | |||||||
| 201 E Bank | Iowa Park | TX | 76367 | PC | Emergency Operational Support 2020 | $2,500 | |
| First United Methodist Church | |||||||
| 201 E Bank | Iowa Park | TX | 76367 | PC | Food Pantry of Iowa Park Improvements 2020 | $23,000 | |
| First United Methodist Church | |||||||
| 700 Third Street | Graham | TX | 76450 | PC | Our Daily Bread Program Support 2020 | $4,000 | |
| First United Methodist Church | |||||||
| 700 Third Street | Graham | TX | 76450 | PC | Emergency Operational Support 2020 | $3,000 | |
| Friendly Door Inc | |||||||
| 810 N Third St | Iowa Park | TX | 76367 | PC | Emergency Operational Support 2020 | $10,000 | |
| Friendly Door Inc | |||||||
| 810 N Third St | Iowa Park | TX | 76367 | PC | Vehicle Purchase 2020 | $40,000 | |
| Friends of the Jacksboro Animal Shelter | |||||||
| P O Box 322 | Jacksboro | TX | 76458 | PC | Low Cost Spay/Neuter Program Support 2020 | $8,000 | |
| Gabriel's House Inc | |||||||
| P O Box 833 | Duncan | OK | 73534 | PC | Emergency Operational Support 2020 | $20,000 | |
| Gabriel's House Inc | |||||||
| P O Box 883 | Duncan | OK | 73534 | PC | Comanche Expansion 2019-2020 | $25,000 | |
| Goodwill Industries of Southwest Oklahoma & North Texas Inc | |||||||
| 1210 SW Summit Ave | Lawton | OK | 73501 | PC | Volunteer Income Tax Assistance Program Support 2019-2020 | $31,000 | |
| Graham Concert Association Inc | |||||||
| P O Box 1035 | Graham | TX | 76450 | PC | Program Support for Season 2019-2020 | $25,000 | |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | PC | Membership Fee for December 1, 2020 - November 30, 2021 | $6,590 | |
| Habitat for Humanity of Wichita Falls | |||||||
| 1206 Lamar | Wichita Falls | TX | 76301 | PC | Spring Build Assistance 2020 | $47,000 | |
| Horizon Communities Corp | |||||||
| P O Box 524 | Iowa Park | TX | 76367 | PC | Horizon Faith-Based Community at Allred Prison 2020 | $3,000 | |
| Hospice of Wichita Falls Inc | |||||||
| 4909 Johnson Road | Wichita Falls | TX | 76310 | PC | New Inpatient Care Center & Main Campus Renovations 2019-2022 | $1,000,000 | |
| Inheritance Adoptions | |||||||
| 1007 11th Street | Wichita Falls | TX | 76301 | PC | Healthy Beginnings Program Support 2019-2020 | $25,000 | |
| Interfaith Ministries of Wichita Falls Inc | |||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $10,000 | |
| Interfaith Ministries of Wichita Falls Inc | |||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Housing and Utilities Assistance 2020 | $20,000 | |
| International Exotic Feline Sanctuary Inc | |||||||
| P O Box 637 | Boyd | TX | 76023 | PC | Education Program & Facility Renovations 2020 | $30,000 | |
| International Exotic Feline Sanctuary Inc | |||||||
| P O Box 637 | Boyd | TX | 76023 | PC | Emergency Operational Support 2020 | $20,000 | |
| Kairos Prison Ministry International Inc | |||||||
| 2301 Oak Forest Ct | Arlington | TX | 76012 | PC | Kairos Allred Spring/Fall Weekends 2020 | $4,000 | |
| Kairos Prison Ministry InternationalIncdba Kairos Outside of Wichita Fall | |||||||
| P O Box 9245 | Wichita Falls | TX | 76308 | PC | Kairos Outside of Wichita Falls 2020-2021 | $5,000 | |
| Keep Olney Beautiful | |||||||
| P O Box 501 | Olney | TX | 76374 | PC | Tom Griffin Park Playground Replacement & Basketball Court Renovation 2019-2020 | $38,282 | |
| Lawton Food Bank Inc | |||||||
| P O Box 3812 | Lawton | OK | 73502 | PC | Emergency Operational Support 2020 | $50,000 | |
| Lawton Philharmonic Society Inc | |||||||
| P O Box 1473 | Lawton | OK | 73501 | PC | Youth Program Support 2020 | $10,000 | |
| Leadership Wichita Falls Inc | |||||||
| P O Box 8344 | Wichita Falls | TX | 76307 | PC | Youth Leadership 2020 | $1,500 | |
| Marie Detty Youth & Family Service Center Inc | |||||||
| P O Box 408 | Lawton | OK | 73502 | PC | New Directions Program Support 2020 | $50,000 | |
| Marie Detty Youth & Family Service Center Inc | |||||||
| P O Box 408 | Lawton | OK | 73502 | PC | Emergency Operational Support 2020 | $20,000 | |
| Marlow Samaritans | |||||||
| 214 West Main | Marlow | OK | 73055 | PC | Increased Food Bank Meals for Families 2020 | $2,000 | |
| Marlow Samaritans | |||||||
| 214 West Main | Marlow | OK | 73055 | PC | Emergency Operational Support 2020 | $3,000 | |
| Meals on Wheels | |||||||
| P O Box 1073 | Childress | TX | 79201 | PC | Emergency Operational Support 2020 | $6,000 | |
| Midwestern State University | |||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | The Priddy Scholars Program (Grant 2) 2020-2021 through 2022-23 | $1,116,691 | |
| Midwestern State University | |||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Securing Our Second Century: A Campaign for MSU 2017-2021 | $100,000 | |
| Midwestern State University | |||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Center for Nonprofit Management & Leadership Assistant Director Position 2019-2023 | $10,000 | |
| Midwestern State University | |||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | MSU Nonprofit Leadership Program 2018-2019 through 2023-2024 | $268,809 | |
| Montague County Carpenters Shop Inc (The) | |||||||
| 400 Boston | Nocona | TX | 76255 | PC | Fresh Start Program & Assessment for 2019-2020 | $15,000 | |
| Montague County Carpenters Shop Inc (The) | |||||||
| 400 Boston | Nocona | TX | 76255 | PC | Emergency Operational Support 2020 | $4,000 | |
| Museum of North Texas History (The) | |||||||
| P O Box 1619 | Wichita Falls | TX | 76307 | PC | Exhibit and Building Maintenance 2020 | $15,000 | |
| Museum of North Texas History (The) | |||||||
| P O Box 1619 | Wichita Falls | TX | 76307 | PC | Emergency Operational Support 2020 | $10,000 | |
| Nocona Lucky Paws Animal Shelter | |||||||
| P O Box 595 | Nocona | TX | 76255 | PC | Emergency Operational Support 2020 | $5,000 | |
| Nocona Ministries | |||||||
| P O Box 214 | Nocona | TX | 76255 | PC | Emergency Operational Support 2020 | $4,000 | |
| Nocona Ministries | |||||||
| P O Box 214 | Nocona | TX | 76255 | PC | Food Distribution & Operating 2020 | $30,000 | |
| North Central Texas Community Health Care | |||||||
| P O Box 720 | Wichita Falls | TX | 76307 | PC | Emergency Operational Gap Funding Community Impact Program 2020 | $2,000,000 | |
| North Texas Area United Way Inc | |||||||
| P O Box 660 | Wichita Falls | TX | 76307 | PC | Technology Community Impact Program 2020-2023 | $98,698 | |
| North Texas Area United Way Inc | |||||||
| P O Box 660 | Wichita Falls | TX | 76307 | PC | Early Childhood Program Support | $52,500 | |
| North Texas Pantry (fka Floral Heights Community Food Pantry) | |||||||
| P O Box 1962 | Wichita Falls | TX | 76307 | PC | Emergency Operational Support 2020 | $20,000 | |
| North Texas Pantry (fka Floral Heights Community Food Pantry) | |||||||
| P O Box 1962 | Wichita Falls | TX | 76307 | PC | Program Support 2020 | $30,000 | |
| North Texas Society of History & Culture | |||||||
| 1522 E Highway 82 | Nocona | TX | 76255 | PC | Emergency Operational Support 2020 | $10,000 | |
| Olney Christian Community Center Inc | |||||||
| 1418 W Elm | Olney | TX | 76374 | PC | Program Support 2019-2020 | $35,000 | |
| Operation Christians Assisting Resourcing Encouraging Ministries Inc | |||||||
| 221 W Walnut St | Altus | OK | 73521 | PC | Emergency Operational Funding 2020 | $10,000 | |
| Patsy's House Children's Advocacy Center | |||||||
| 1411 Tenth St | Wichita Falls | TX | 76301 | PC | Emergency Operational Funding 2020 | $20,000 | |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW Suite 550 South | Washington | DC | 20036 | PC | Leadership Level Support 2020-2021 | $3,000 | |
| Philanthropy Southwest | |||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75201 | PC | Professional Learning Opportunities 2021 | $50,000 | |
| Philanthropy Southwest | |||||||
| 1910 Pacific Avenue Suite 13500 | Dallas | TX | 75201 | PC | Support and Membership Fee for 2020 | $7,500 | |
| Presbyterian Children's Homes and Services | |||||||
| 5920 W William Cannon Drive | Austin | TX | 78749 | PC | Wichita Falls Child/Family & Foster Care/Adoption Programs & Maternity/Adoption Services 2019 | $40,000 | Building 3 Suite 100 |
| Rathgeber Hospitality House Inc | |||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $20,000 | |
| Rathgeber Hospitality House Inc | |||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Subsidized Funding 2020 & 2021 | $40,000 | |
| Red River Valley Museum | |||||||
| P O Box 2004 | Vernon | TX | 76385 | PC | Technology Community Impact Program 2020-2023 | $72,858 | |
| Region 9 Education Service Center | |||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Continuation 2018-2021 | $804,885 | |
| Regional Food Bank of Oklahoma | |||||||
| 3355 S Purdue | Oklahoma City | OK | 73179 | PC | Emergency Operational Support 2020 | $25,000 | |
| Regional Food Bank of Oklahoma | |||||||
| 3355 S Purdue | Oklahoma City | OK | 73179 | PC | Link2Feed Technololgy Implementation & Staff Support 2020-2021 | $30,000 | |
| River Bend Nature Works | |||||||
| 2200 Third St | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $30,000 | |
| Roadback Inc | |||||||
| 1114 SW A Ave | Lawton | OK | 73501 | PC | Consumer Detoxification Program 2020 | $20,000 | |
| Safe Center Inc (fka Womens Haven) | |||||||
| P O Box 555 | Duncan | OK | 73534 | PC | Service Enhancement 2020 | $10,000 | |
| Salvation Army (The) | |||||||
| P O Box 2189 | Wichita Falls | TX | 76307 | PC | Emergency Operational Support 2020 | $40,000 | |
| Salvation Army (The) | |||||||
| P O Box 2189 | Wichita Falls | TX | 76307 | PC | Program and Operational Support 2019-2020 and 2020-2021 | $150,000 | |
| Salvation Army - Lawton | |||||||
| 1306 SW E Ave | Lawton | OK | 73501 | PC | Emergency Operational Support 2020 | $15,000 | |
| Senior Citizens Activity Center of Burkburnett Inc | |||||||
| 220 E 5th St | Burkburnett | TX | 76354 | PC | Emergency Operational Support 2020 | $10,000 | |
| Senior Citizens Club of Petrolia Inc | |||||||
| P O Box 234 | Petrolia | TX | 76377 | PC | Emergency Operational Support 2020 | $6,000 | |
| Senior Citizens Club of Petrolia Inc | |||||||
| P O Box 234 | Petrolia | TX | 76377 | PC | Meals on Wheels Delivery Vehicle Purchase 2020 | $25,000 | |
| Senior Citizens Services of North Texas Inc | |||||||
| P O Box 1655 | Wichita Falls | TX | 76307 | PC | Emergency Operational Support 2020 | $25,000 | |
| Senior Citizens Services of North Texas Inc | |||||||
| P O Box 1655 | Wichita Falls | TX | 76307 | PC | Meals on Wheels 2019-2020 | $150,000 | |
| Southside Girls Club Inc | |||||||
| 1205 Montgomery St | Wichita Falls | TX | 76302 | PC | Emergency Operational Support 2020 | $15,000 | |
| Stop Child Abuse Today Group of Montague Cnty dba Montague Cnty Child Welfa | |||||||
| P O Box 343 | Montague | TX | 76251 | PC | Emergency Operational Support 2020 | $8,000 | |
| Teen Court Incorporated | |||||||
| P O Box 1971 | Lawton | OK | 73502 | PC | Delinquency Prevention 2020-2021 | $75,000 | |
| Thompson Sawyer Public Library | |||||||
| 403 W Third St | Quanah | TX | 79252 | PC | Library Building Foundation and Roof Repairs 2019 | $4,000 | |
| United Samaritan Services of Vernon | |||||||
| 1708 Main Street | Vernon | TX | 76384 | PC | Emergency Operational Support 2020 | $4,000 | |
| Vernon Meals on Wheels Inc | |||||||
| 4400 Augusta Lane | Vernon | TX | 76384 | PC | Emergency Operational Support 2020 | $16,000 | |
| Vernon Regional Junior College | |||||||
| 4400 College Drive | Vernon | TX | 76354 | GOV | New Beginnings 2020-2021 | $160,000 | |
| Virginia's House - A Family Resource Center Inc | |||||||
| P O Box 155 | Graham | TX | 76450 | PC | Mentoring Through Prevention and Awareness 2020-2021 | $49,720 | |
| Western Trail Historical Society Inc | |||||||
| P O Box 11 | Altus | OK | 73522 | PC | Emergency Operational Support 2020 | $10,000 | |
| Western Trail Historical Society Inc | |||||||
| P O Box 11 | Altus | OK | 73522 | PC | Educational Programming, Curatorial Database & Salary, & Parking Lot Resurfacing 2020-2021 | $45,000 | |
| Whiteside Museum of Natural History | |||||||
| P O Box 467 | Seymour | TX | 76380 | PC | Emergency Operational Support 2020 | $10,000 | |
| Whiteside Museum of Natural History | |||||||
| P O Box 467 | Seymour | TX | 76380 | PC | Fossil Futures Education Program 2020 | $85,000 | |
| Wichita Adult Literacy Council | |||||||
| 4309 Jacksboro HwySuite 105 | Wichita Falls | TX | 76302 | PC | Emergency Operational Support 2020 | $10,000 | |
| Wichita Adult Literacy Council | |||||||
| 4309 Jacksboro HwySuite 105 | Wichita Falls | TX | 76302 | PC | Program Support 2020-2021 | $40,000 | |
| Wichita Falls Alliance for Arts and Culture | |||||||
| 1005 9th StreetSuite 102 | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $5,000 | |
| Wichita Falls Alliance for Arts and Culture | |||||||
| 1005 9th StreetSuite 102 | Wichita Falls | TX | 76301 | PC | Regional Arts Advancement Program Support 2020 | $200,000 | |
| Wichita Falls Area Community Foundation | |||||||
| 2405 Kell Boulevard Suite 100 | Wichita Falls | TX | 76308 | PC | Volunteer Fire Department Fund 2019-2020 & 2020-2021 | $100,000 | |
| Wichita Falls Area Community Foundation | |||||||
| 2405 Kell Boulevard Suite 100 | Wichita Falls | TX | 76308 | PC | Texoma Gives 2020 | $30,000 | |
| Wichita Falls Area Food Bank | |||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Emergency Food Inventory Purchase & Shared Handling Fees 2020 | $160,000 | |
| Wichita Falls Area Food Bank | |||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Emergency PowerPak Food Purchase 2020 | $30,000 | |
| Wichita Falls Area Food Bank | |||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Emergency Food Inventory Purchases 2020-2021 | $400,000 | |
| Wichita Falls Area Food Bank | |||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Food Warehouse Temporary Staff Support 2021 | $38,700 | |
| Wichita Falls Area Food Bank | |||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Equipment Purchase for Warehouse Compliance 2020 | $62,605 | |
| Wichita Falls Backdoor Players | |||||||
| P O Box 896 | Wichita Falls | TX | 76307 | PC | Emergency Operational Support 2020 | $10,000 | |
| Wichita Falls Backdoor Players | |||||||
| P O Box 896 | Wichita Falls | TX | 76307 | PC | Program & Operational Support 2020-2021 | $42,750 | |
| Wichita Falls Ballet Theater Inc | |||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $15,000 | |
| Wichita Falls Ballet Theater Inc | |||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Program Support for Season 2020-2021 | $100,000 | |
| Wichita Falls Faith Mission Inc | |||||||
| P O Box 965 | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $35,000 | |
| Wichita Falls Faith Mission Inc | |||||||
| P O Box 965 | Wichita Falls | TX | 76301 | PC | Emergency Operational Support Faith Refuge 2020 | $16,000 | |
| Wichita Falls Independent School District | |||||||
| P O Box 97533 | Wichita Falls | TX | 76307 | GOV | Sixth Grade Opera 2019 | $5,681 | |
| Wichita Falls Independent School District | |||||||
| P O Box 97533 | Wichita Falls | TX | 76307 | GOV | Sixth Grade Opera 2020-2021 & 2021-2022 | $34,000 | |
| Wichita Falls Symphony Orchestra Inc | |||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Emergency Operational Support 2020 | $20,000 | |
| Wichita Falls Symphony Orchestra Inc | |||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Program Support 2020-2021 | $93,540 | |
| Young Life | |||||||
| 3406 Buchanan | Wichita Falls | TX | 76308 | PC | Capernaum Program Support 2020 | $15,000 | |
| Young Men's Christian Association of Wichita Falls | |||||||
| 1010 9th St | Wichita Falls | TX | 76301 | PC | Capital Campaign Phase One 2016-2019 | $250,000 | |
| Zavala Hispanic Cultural Initiative | |||||||
| P O Box 373 | Wichita Falls | TX | 76307 | PC | Amo Leer/Summer Road to College Education Program 2019-2020 Refund | -$5,310 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,245,760 | 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 | $453 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,291,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,344,541 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Royalties | 15 | $15,599 |
| Miscellaneous | 01 | $40 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,651,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,651,704 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Freemon, Shapard & Story | $47,900 | $23,950 | $23,950 |
| MWH Group | $14,500 | $7,250 | $7,250 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Computer Software | 1999-07-01 | $5,750 | $5,750 | SL | 3.000000000000 | $0 | $0 |
| Furniture | 1999-07-01 | $17,678 | $17,678 | SL | 7.000000000000 | $0 | $0 |
| Office Equipment | 1999-07-01 | $1,012 | $1,012 | SL | 7.000000000000 | $0 | $0 |
| Shredder | 2000-01-15 | $699 | $699 | SL | 7.000000000000 | $0 | $0 |
| Artwork | 2000-02-10 | $375 | $375 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2000-08-31 | $1,200 | $1,200 | SL | 3.000000000000 | $0 | $0 |
| Clock | 2001-10-11 | $375 | $375 | SL | 7.000000000000 | $0 | $0 |
| Furniture & Fixtures | 2002-07-11 | $10,605 | $10,605 | SL | 7.000000000000 | $0 | $0 |
| Furniture & Fixtures | 2002-11-14 | $11,334 | $11,334 | SL | 7.000000000000 | $0 | $0 |
| Software | 2002-01-28 | $5,680 | $5,680 | SL | 3.000000000000 | $0 | $0 |
| HP Laserjet | 2002-06-25 | $1,328 | $1,328 | SL | 5.000000000000 | $0 | $0 |
| Bookcase/Credenza | 2002-05-03 | $575 | $575 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2002-09-06 | $2,400 | $2,400 | SL | 3.000000000000 | $0 | $0 |
| File Cabinet | 2003-02-21 | $919 | $919 | SL | 7.000000000000 | $0 | $0 |
| Table and Chairs | 2004-03-05 | $1,155 | $1,155 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2004-09-29 | $9,120 | $9,120 | SL | 3.000000000000 | $0 | $0 |
| Various Office Decorations | 2004-08-27 | $11,786 | $11,786 | SL | 7.000000000000 | $0 | $0 |
| Computer Monitor | 2004-03-05 | $430 | $430 | SL | 5.000000000000 | $0 | $0 |
| Canon Scanner | 2007-02-14 | $3,000 | $3,000 | SL | 5.000000000000 | $0 | $0 |
| HP Color Printer | 2007-10-10 | $625 | $625 | SL | 5.000000000000 | $0 | $0 |
| Bookcase | 2008-03-10 | $1,200 | $600 | SL | 7.000000000000 | $0 | $0 |
| Computer Projector | 2008-06-04 | $865 | $432 | SL | 5.000000000000 | $0 | $0 |
| Four Laptop Computers | 2008-07-29 | $5,438 | $2,719 | SL | 5.000000000000 | $0 | $0 |
| Used Canon Imagerunner | 2010-01-29 | $2,950 | $2,950 | SL | 5.000000000000 | $0 | $0 |
| 4 drawer file cabinet | 2010-08-13 | $885 | $885 | SL | 7.000000000000 | $0 | $0 |
| Computer | 2010-08-30 | $2,771 | $2,771 | SL | 5.000000000000 | $0 | $0 |
| 4 Drawer legal file cabinet | 2010-09-14 | $1,709 | $1,709 | SL | 7.000000000000 | $0 | $0 |
| Executive L desk | 2010-09-14 | $1,479 | $1,479 | SL | 7.000000000000 | $0 | $0 |
| 72" Executive desk, drawer/kybd | 2010-09-14 | $659 | $659 | SL | 7.000000000000 | $0 | $0 |
| Ipad | 2010-10-15 | $783 | $783 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2010-11-16 | $4,500 | $4,500 | SL | 3.000000000000 | $0 | $0 |
| Computer software | 2010-11-16 | $740 | $740 | SL | 3.000000000000 | $0 | $0 |
| Bookcase | 2010-12-16 | $899 | $899 | SL | 7.000000000000 | $0 | $0 |
| Furniture (from PCT) | 2011-07-31 | $4,487 | $4,487 | SL | 7.000000000000 | $0 | $0 |
| Computer System (From PCT) | 2011-07-31 | $2,230 | $2,230 | SL | 5.000000000000 | $0 | $0 |
| DAR-RAN Multifile (From PCT) | 2011-07-31 | $180 | $180 | SL | 5.000000000000 | $0 | $0 |
| HP4250 Laserjet Printer (From PCT) | 2011-07-31 | $273 | $273 | SL | 5.000000000000 | $0 | $0 |
| Canon Imagerunner (From PCT) | 2011-07-31 | $336 | $336 | SL | 5.000000000000 | $0 | $0 |
| Portrait & Frame (From PCT) | 2011-07-31 | $537 | $537 | SL | 7.000000000000 | $0 | $0 |
| Digital Telephone System | 2012-08-15 | $4,065 | $4,065 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2013-11-30 | $15,200 | $15,200 | SL | 3.000000000000 | $0 | $0 |
| Door | 2013-11-30 | $1,366 | $1,195 | SL | 7.000000000000 | $171 | $171 |
| Carpet | 2013-12-30 | $5,589 | $4,890 | SL | 7.000000000000 | $699 | $699 |
| Probook 450-GI | 2014-08-29 | $849 | $849 | SL | 5.000000000000 | $0 | $0 |
| Probook/Monitor/Docking | 2014-08-29 | $1,852 | $1,852 | SL | 5.000000000000 | $0 | $0 |
| Probook 650 15.6 LED | 2014-09-30 | $1,473 | $1,473 | SL | 5.000000000000 | $0 | $0 |
| ASUS I5 Quad Computer | 2014-12-15 | $1,346 | $1,346 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2014-12-15 | $7,600 | $7,600 | SL | 3.000000000000 | $0 | $0 |
| ASUS I5 Quad Computer | 2015-01-30 | $1,686 | $1,517 | SL | 5.000000000000 | $169 | $28 |
| Website development | 2015-02-27 | $4,660 | $4,660 | SL | 3.000000000000 | $0 | $0 |
| Silver Set | 2015-06-15 | $2,220 | $1,427 | SL | 7.000000000000 | $317 | $317 |
| Computer/Elitebook/Monitor | 2015-08-14 | $3,613 | $3,252 | SL | 5.000000000000 | $361 | $361 |
| APC Smart-Ups 1500 Tower | 2015-08-31 | $575 | $518 | SL | 5.000000000000 | $57 | $57 |
| Website development | 2015-09-30 | $4,465 | $4,019 | SL | 5.000000000000 | $446 | $446 |
| Shelves | 2017-06-30 | $2,223 | $794 | SL | 7.000000000000 | $318 | $318 |
| Office Remodel - Leasehold improvements | 2017-06-30 | $177,250 | $29,542 | SL | 15.000000000000 | $11,817 | $11,817 |
| Grant software | 2017-03-31 | $16,500 | $13,750 | SL | 3.000000000000 | $2,750 | $1,375 |
| New Server | 2018-01-12 | $5,345 | $1,604 | SL | 5.000000000000 | $1,069 | $1,069 |
| 4 Drawer 44" Lat Parch | 2018-01-12 | $4,395 | $942 | SL | 7.000000000000 | $628 | $628 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (117 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Aegon NV | $244,529 | $134,300 |
| Alphabet Inc. Cl A | $8,464 | $43,816 |
| Alphabet Inc. Cl C | $350,567 | $1,366,466 |
| American Express Co | $315,158 | $616,641 |
| Alnylam Pharmaceuticals Inc. | $50,276 | $194,955 |
| Apache Corp. | $892,052 | $231,297 |
| Astrazeneca PLC | $24,915 | $44,991 |
| Baker Hughes, Inc. | $647,363 | $560,865 |
| Bank of America Corp. | $370,888 | $1,148,749 |
| Bank of New York Mellon Corp. | $586,067 | $870,020 |
| Biomartin Pharmaceutical Inc. | $235,611 | $271,839 |
| Booking Holdings Inc. | $425,299 | $701,590 |
| Brighthouse Financial Inc. | $148,944 | $122,735 |
| Bristol-Myers Squibb Co. | $479,331 | $558,270 |
| CVS Corp. | $358,539 | $334,670 |
| Capital One Financial Corp. | $674,551 | $1,650,795 |
| Carrier Global Corp | $207,923 | $396,060 |
| Celanese Corp. | $149,915 | $441,796 |
| Charter Communications Inc. | $45,556 | $1,058,480 |
| Cigna Corp. | $815,695 | $1,144,990 |
| Cisco Sys Inc. | $472,599 | $626,500 |
| Cognizant Technology Solutions | $454,230 | $631,015 |
| Comcast Corp. | $208,537 | $1,351,920 |
| Concho Resources Inc. | $398,188 | $338,430 |
| Dell Technologies Inc. | $673,557 | $945,441 |
| Dish Network Corp. | $301,032 | $323,400 |
| Facebook Inc. | $223,012 | $355,108 |
| Fedex Corp. | $158,434 | $1,142,328 |
| Fiserv Inc. | $236,594 | $273,264 |
| Fox Corp | $333,236 | $422,240 |
| Fox Corp Cl. B | $102,722 | $115,520 |
| Gap Inc. | $232,767 | $209,976 |
| Gilead Sciences Inc. | $419,334 | $361,212 |
| Glaxo Wellcome PLC | $883,331 | $853,760 |
| Goldman Sachs Group Inc. | $409,370 | $896,614 |
| Halliburton Co. | $270,324 | $206,010 |
| Hewlett Packard Enterprise Co. | $348,860 | $616,200 |
| Hess Corporation | $319,889 | $322,019 |
| HP Inc. | $650,665 | $1,266,385 |
| Incyte Corp. | $82,107 | $113,074 |
| JPMorgan Chase & Co | $182,233 | $533,694 |
| Johnson Controls International PLC | $831,641 | $1,104,183 |
| Juniper Networks | $398,410 | $342,152 |
| Lincoln National Corp. | $52,128 | $105,651 |
| Lyondellbasell Industries | $111,626 | $192,486 |
| Medtronic Inc. | $229,094 | $304,564 |
| MetLife Inc. | $869,504 | $1,061,070 |
| Micro Focus International | $249,528 | $69,045 |
| Microchip Technology Inc. | $424,308 | $814,849 |
| Microsoft Corp. | $123,096 | $1,067,616 |
| Molson Coors Brewing Co. | $493,869 | $406,710 |
| National Oilwell Varco Inc. | $154,714 | $81,538 |
| News Corp. (2013) Class A | $23,712 | $75,474 |
| Novartis Ag Spnsd Adr | $419,827 | $745,997 |
| Occidental Pete Corp | $1,626,725 | $605,850 |
| Occidental Petroleum Corp Warrant | $72,692 | $27,662 |
| Otis Worldwide Corp | $120,114 | $131,723 |
| Qurate Retail Inc. | $203,349 | $219,400 |
| Raytheon Technologies Corp. | $880,689 | $979,687 |
| Roche Holding Ltd | $228,294 | $377,024 |
| Sanofi-Aventis ADR | $600,135 | $767,722 |
| Schlumberger | $583,741 | $382,025 |
| Schwab Charles Corp. | $571,573 | $1,617,720 |
| State Str Corp. | $449,672 | $531,294 |
| T-mobile US Inc | $32,877 | $161,820 |
| Truist Financial Corp | $256,873 | $440,956 |
| Tyco Connectivity Ltd | $192,856 | $799,062 |
| Unitedhealth Group Inc. | $119,136 | $631,224 |
| VMWare Inc. Cl A | $266,296 | $294,546 |
| Wells Fargo & Co New | $1,342,803 | $1,509,000 |
| Williams Cos Inc. | $325,810 | $360,900 |
| Abbott Labs | $507,613 | $1,313,880 |
| Adobe Sys Inc. | $278,129 | $1,800,432 |
| Air Products & Chemicals Inc. | $1,053,361 | $1,639,320 |
| Akamai Technologies Inc. | $747,501 | $1,312,375 |
| Alcon Ag Corp | $764,975 | $890,730 |
| Alphabet Inc. Cl C | $394,360 | $1,927,068 |
| Amazon Com Inc | $78,557 | $2,279,851 |
| American Express Co. | $1,376,965 | $1,330,010 |
| Apple Computer Inc. | $286,773 | $4,246,080 |
| Bank of America Corporation | $586,477 | $1,515,500 |
| Black Knight Inc. | $943,248 | $1,413,600 |
| Charles River Laboratories | $1,329,284 | $1,624,090 |
| Chevron Corp New | $1,437,899 | $1,097,850 |
| Cintas Corp. | $1,045,758 | $1,944,030 |
| Coca Cola Co. | $802,730 | $1,261,320 |
| Cullen Frost Bk Inc. | $451,913 | $785,070 |
| Danaher Corp. | $297,328 | $2,332,470 |
| Disney Walt Co. | $350,973 | $1,630,620 |
| EOG Resources Inc. | $666,518 | $598,440 |
| Ecolab Inc. | $680,426 | $1,298,160 |
| FMC Corporation | $748,621 | $1,609,020 |
| Home Depot Inc. | $476,703 | $1,859,340 |
| IDEX Corp | $975,403 | $1,195,200 |
| JPMorgan Chase & Co. | $521,283 | $1,588,375 |
| Lauder Estee Cos Inc. | $718,234 | $1,543,902 |
| Martin Marietta Materials | $549,623 | $1,419,850 |
| Merck & Co. Inc. | $762,245 | $981,600 |
| Microsoft Corp. | $859,986 | $3,336,300 |
| Moodys Corp. | $933,867 | $1,596,320 |
| Nike Inc. Cl B | $884,402 | $1,697,640 |
| O'Reilly Automotive Inc. | $144,240 | $1,357,710 |
| Pepsico Inc. | $587,683 | $590,200 |
| Perkinelmer Inc. | $498,880 | $1,621,550 |
| Pinterest Inc. | $803,715 | $2,438,300 |
| Qualcomm Inc. | $790,514 | $1,142,550 |
| Realpage Inc. | $494,130 | $872,400 |
| Rockwell Automation Inc. | $1,227,425 | $1,379,455 |
| Roper Industries Inc. | $249,345 | $1,724,360 |
| Salesforce.com Inc. | $873,187 | $1,335,180 |
| Sprout Social Inc. Cl A | $410,382 | $412,650 |
| Thermo Fisher Scientific Inc. | $196,237 | $1,956,276 |
| Trimble Navigation Ltd. | $943,158 | $1,101,705 |
| Union Pac Corp. | $814,979 | $1,665,760 |
| VISA Inc. | $573,985 | $1,749,840 |
| Zions Bancorp | $1,409,149 | $1,172,880 |
| Zoetis | $537,545 | $1,986,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,049,313 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,251,158 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $20,171,147 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $20,335,937 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Large-Cap Index Fund | AT COST | $15,430,292 | $23,271,424 |
| Vanguard Mid-Cap Index Fund | AT COST | $4,204,499 | $5,909,313 |
| Vanguard Small-Cap Index Fund | AT COST | $11,402,076 | $15,865,506 |
| Vanguard Total Intl Stock Market Inst | AT COST | $46,877,556 | $51,538,521 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture | $17,678 | $17,678 | $0 |
| Office Equipment | $1,012 | $1,012 | $0 |
| Shredder | $699 | $699 | $0 |
| Artwork | $375 | $375 | $0 |
| Web Page | $1,200 | $1,200 | $0 |
| Clock | $375 | $375 | $0 |
| Furniture & Fixtures | $10,605 | $10,605 | $0 |
| Furniture & Fixtures | $11,334 | $11,334 | $0 |
| Bookcase/Credenza | $575 | $575 | $0 |
| Web Page | $2,400 | $2,400 | $0 |
| File Cabinet | $919 | $919 | $0 |
| Table and Chairs | $1,155 | $1,155 | $0 |
| Web Page | $9,120 | $9,120 | $0 |
| Various Office Decorations | $11,786 | $11,786 | $0 |
| Bookcase | $1,200 | $1,200 | $0 |
| 4 drawer file cabinet | $885 | $885 | $0 |
| 4 Drawer legal file cabinet | $1,709 | $1,709 | $0 |
| Executive L desk | $1,479 | $1,479 | $0 |
| 72" Executive desk, drawer/kybd | $659 | $659 | $0 |
| Website development | $4,500 | $4,500 | $0 |
| Bookcase | $899 | $899 | $0 |
| Furniture (from PCT) | $4,487 | $4,487 | $0 |
| Portrait & Frame (From PCT) | $537 | $537 | $0 |
| Digital Telephone System | $4,065 | $4,065 | $0 |
| Website development | $15,200 | $15,200 | $0 |
| Door | $1,366 | $1,366 | $0 |
| Carpet | $5,589 | $5,589 | $0 |
| ASUS I5 Quad Computer | $1,346 | $1,346 | $0 |
| Website development | $7,600 | $7,600 | $0 |
| ASUS I5 Quad Computer | $1,686 | $1,686 | $0 |
| Website development | $4,660 | $4,660 | $0 |
| Silver Set | $2,220 | $1,744 | $476 |
| APC Smart-Ups 1500 Tower | $575 | $575 | $0 |
| Website development | $4,465 | $4,465 | $0 |
| Shelves | $2,223 | $1,112 | $1,111 |
| Office Remodel - Leasehold improvements | $177,250 | $41,359 | $135,891 |
| Grant software | $16,500 | $16,500 | $0 |
| New Server | $5,345 | $2,673 | $2,672 |
| 4 Drawer 44" Lat Parch | $4,395 | $1,570 | $2,825 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Kelly Hart & Hallman, LP | $585 | $293 | $292 |
| Sherrill & Gibson | $945 | $472 | $473 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Oil & gas royalties | $5,149 | $5,149 | $42,927 |
| Collectibles | $8,162 | $17,258 | $97,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Amortization | $21,405 | $21,405 | $0 |
| Data services | $1,508 | $302 | $1,206 |
| Dues and subscriptions | $17,797 | $8,009 | $9,788 |
| Grant related expenses | $38,689 | $0 | $38,689 |
| Insurance (O&D, W/C) | $24,355 | $3,653 | $20,702 |
| Investment ADR fees | $1,653 | $1,653 | $0 |
| Leased equipment | $7,055 | $1,411 | $5,644 |
| Office supplies & services | $36,984 | $7,397 | $29,587 |
| Sundry business expense | $24,240 | $6,060 | $18,180 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil & Gas Royalties | $15,599 | $15,599 | $15,599 |
| Miscellaneous | $40 | $40 | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| American National Bank & Trust | $85,727 | $85,727 | $0 |
| Dodge & Cox | $186,885 | $186,885 | $0 |
| Luther King | $67,338 | $67,338 | $0 |
| Sentry Management | $289,148 | $289,148 | $0 |
| Vanguard | $58,983 | $58,983 | $0 |
| Longnecker & Associates | $6,000 | $0 | $6,000 |
| BKD, LLP | $5,460 | $0 | $5,460 |
| Laura Duty & Associates | $3,750 | $0 | $3,750 |
| Miscellaneous | $305 | $0 | $305 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad valorem - Royalties | $5,616 | $5,616 | $0 |
| Foreign | $131,328 | $131,328 | $0 |
| Severance and state | $882 | $882 | $0 |
| Excise | $132,921 | $0 | $0 |