KADANE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KADANE FOUNDATION (EIN 75-2294608)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-18
- IRS object ID
- 202111389349100036
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-18T17:06:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751847161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUPP BAUER HANSON & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | 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 | 752294608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KADANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KADA | BusinessNameControlTxt |
| Phone | 9403223103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILLY J KIRBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9403223103 | 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 | BILLY | PersonFirstNm |
| Person Last | KIRBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA L HANSON CPA | PreparerPersonNm |
| PTIN | P00630884 | PTIN |
| Phone | 9403223103 | 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 | $659,612 | 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 |
| Dividends Rev And Expnss | $28,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,721,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,130 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $260,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,765 | 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 |
| Legal Fees Rev And Expnss | $645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $322 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,538 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,537 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,052,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,052,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,079,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,056,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$818,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,532 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,350,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $404,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $486,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,397,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $578,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $2,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,395,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $576,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,397,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $578,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,397,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $578,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,397,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$818,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $578,484 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $578,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $251,017 | $240,964 | $10,053 | $10,053 |
| MARKET DISCOUNT ACCRUAL | P | $141 | -$141 | -$141 | |
| WASH SALE ADJUSTMENT | P | $1,330 | $1,330 | $1,330 | |
| PUBLICLY TRADED SECURITIES | P | $303,575 | $246,208 | $57,367 | $57,367 |
| WASH SALE ADJUSTMENT | P | $200 | $200 | $200 | |
| PUBLICLY TRADED SECURITIES | P | $483,326 | $408,822 | $74,504 | $74,504 |
| WASH SALE ADJUSTMENT | P | $421 | $421 | $421 | |
| PUBLICLY TRADED SECURITIES | P | $265,667 | $255,084 | $10,583 | $10,583 |
| MARKET DISCOUNT ACCRUAL | P | $315 | -$315 | -$315 | |
| WASH SALE ADJUSTMENT | P | $718 | $718 | $718 | |
| PUBLICLY TRADED SECURITIES | P | $415,394 | $338,020 | $77,374 | $77,374 |
| WASH SALE ADJUSTMENT | P | $14 | $14 | $14 | |
| CAPITAL GAINS DIVIDENDS | P | $22 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $555 | 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 | $555 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,761 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | HUPP BAUER HANSON LEWIS PC | IndividualWithBooksNm |
| Phone | 9403223103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BILLIE J KIRBY | ||||||||
| 2520 E ELLIOTT STREET | WICHITA FALLS | TX | 76308 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHANNA K LITTLE | ||||||||
| 815 GLENCHESTER | HOUSTON | TX | 77079 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMILY A KADANE | ||||||||
| 2520 E ELLIOTT STREET | WICHITA FALLS | TX | 76308 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH D BAUER | ||||||||
| 2520 E ELLIOTT STREET | WICHITA FALLS | TX | 76308 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,049,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,159,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,159,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,142,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,316 | TotalTaxAmt |
| Distributable Before Adj | $53,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,056,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,056,930 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,056,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $54,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,265 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,056,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,003,130 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,252,450 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,252,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $54,890 | ExcessFromYear3Amt |
| Excess From Year2 | $133,265 | ExcessFromYear2Amt |
| Excess From Year1 | $61,165 | ExcessFromYear1Amt |
| Excess From Current Year | $1,003,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1809 FIFTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| ARTS COUNCIL OF WICHITA FALLS | |||||||
| 2120 SPEEDWAY AVENUE | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $55,500 |
| BACKDOOR THEATRE | |||||||
| 501 INDIANA AVENUE | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| BIG BROTHERS BIG SISTERS OF WICHITA COUNTY | |||||||
| 4822 KEMP BOULEVARD SUITE 1200 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| BOYS & GIRLS CLUB OF WICHITA COUNTY | |||||||
| 1010 NINTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| CAMP FIRE NORTH TEXAS | |||||||
| 2414 NINTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| CHRISTMAS IN ACTION WICHITA COUNTY | |||||||
| PO BOX 8467 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $3,000 |
| CLAY COUNTY ANIMAL SHELTER | |||||||
| 503 N CARROLL STREET | HENRIETTA | TX | 76365 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| CLAY COUNTY OUTREACH INC | |||||||
| 416 E GILBERT STREET | HENRIETTA | TX | 76365 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| EMILY'S LEGACY RESCUE | |||||||
| PO BOX 2093 | WICHITA FALLS | TX | 76309 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,500 |
| FAIN COLLEGE OF FINE ARTS | |||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $60,000 |
| FAITH REFUGE FOR WOMEN | |||||||
| PO BOX 965 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $27,500 |
| FOOD FORWARD | |||||||
| 7412 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | 501(C)(3) | GENERAL OPERATIONS | $12,500 |
| HANDS TO HANDS COMMUNITY FUND | |||||||
| PO BOX 4641 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| HOSPICE OF WICHITA FALLS | |||||||
| PO BOX 4804 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $7,500 |
| HOUSE OF HOPE | |||||||
| 5100 STONE LAKE DRIVE | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| HOUSTON LIVESTOCK SHOW AND RODEO | |||||||
| PO BOX 20070 | HOUSTON | TX | 77225 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| HUMANE SOCIETY OF WICHITA COUNTY | |||||||
| 4360 OLD IOWA PARK ROAD | WICHITA FALLS | TX | 76305 | NONE | 501(C)(3) | GENERAL OPERATIONS | $27,500 |
| INHERITANCE ADOPTIONS | |||||||
| 1007 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $27,500 |
| PATSY'S HOUSE | |||||||
| 1411 TENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $11,500 |
| PRESBYTARIAN MANOR | |||||||
| 4600 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| PROJECT BACK TO SCHOOL | |||||||
| PO BOX 9700 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $27,000 |
| RATHGEBER HOSPITALITY HOUSE | |||||||
| 1615 TWELFTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| RIVER BEND NATURE CENTER | |||||||
| 2200 THIRD STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| SHANE'S INSPIRATION | |||||||
| 4800 CRYSTAL SPRINGS DRIVE | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| STRAIGHT STREET | |||||||
| PO BOX 1684 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| SUSAN G KOMEN NORTH & WEST TEXAS | |||||||
| PO BOX 1315 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $7,500 |
| THE ARC OF WICHITA COUNTY | |||||||
| 3115 BUCHANAN STREET | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| THE KITCHEN | |||||||
| 1000 BURNETT STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $26,500 |
| UNITED REGIONAL FOUNDATION | |||||||
| 1600 EIGHTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $406,070 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $26,000 |
| WICHITA FALLS AREA BALLET THEATRE | |||||||
| 1501 MIDWESTERN PARKWAY SUITE 116 | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| WICHITA FALLS MUSEUM OF ART AT MSU | |||||||
| 2 EUREKA CIRCLE | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| WICHITA FALLS SYMPHONY ORCHESTRA | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| WICHITA FALLS UNIVERSITY KIWANIS FOUNDATION | |||||||
| 111 N BURNETT STREET | WICHITA FALLS | TX | 76306 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| WICHITA WEST VOLUNTEER FIRE DEPARTMENT | |||||||
| 7622 SEYMOUR HIGHWAY | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $7,500 |
| WILD BIRD RESCUE | |||||||
| 4611 LAKESHORE DRIVE | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $26,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,052,070 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $260,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,765 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,075 | Amt |
| Net Investment Income | $4,538 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,537 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $404,952 | BookValueAmt |
| EOYFMV | $486,080 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $645 | LegalFeesAmt |
| Net Investment Income | $322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $323 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $16,818 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,818 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE INVESTMENT INCOME TAXES | $300 | $0 | $0 |
| FOREIGN INCOME TAXES | $530 | $530 | $0 |