PERKINS-PROTHRO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS-PROTHRO FOUNDATION (EIN 75-1247407)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-15
- IRS object ID
- 202121969349100322
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-15T14:16:54-05:00 | 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 | 751247407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perkins-Prothro Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 9406917770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2304 Midwestern Parkway No 200 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark H Prothro | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9406917770 | PhoneNum |
| Signature | 2021-07-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Prothro | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mac Cannedy | PreparerPersonNm |
| PTIN | P00123468 | 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 | $32,466,405 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,331 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $110,823 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110,823 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $410,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,536,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,907,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,536,593 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $347,480 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $347,480 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,417,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,405,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,956 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,895 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,836 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $33 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,311,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,311,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,700,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,393,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,109,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,266,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,294,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,294,334 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $37,845 | AcctRcvblAmt |
| Acct Rcvbl BOY | $19,362 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,845 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,845 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,557,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,318,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,052,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,730,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,684,260 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,791,749 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $43 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $43 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $43 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $182,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,289,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,756,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,473,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,466,405 | 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 | $9,131,886 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $8,848,768 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,624,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,624,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,756,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,473,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,756,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,473,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,756,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,473,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,473,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALL ML | P | $2,125,918 | $649,626 | $1,476,292 | $1,476,292 |
| ALL UBS Accts & Publicly Traded Securities | P | $4,779,960 | $4,721,038 | $58,922 | $58,922 |
| Capital Gains Dividends | P | $1,379 | $1,379 | $1,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,536,593 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,251 | 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 | $34,251 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,925 | OverpaymentAmt |
| Applied To ES Tax | $4,925 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Mark H Prothro Treasurer | IndividualWithBooksNm |
| Phone | 9406917770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2304 Midwestern Parkway Suite 200 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Kathryn P Yeager | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | President | 40.00 | $48,000 | $0 | $0 |
| Mark H Prothro | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | V-President/Treasurer | 10.00 | $0 | $0 | $0 |
| K Elizabeth Yeager | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | V-President/Secretary | 10.00 | $16,000 | $0 | $0 |
| Charlotte P Philbin | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | Director | 10.00 | $6,000 | $0 | $0 |
| David H Prothro | ||||||||
| 2304 Mdwstrn Pkwy Suite 200 | Wichita Falls | TX | 76308 | Director | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,190,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,959,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,289,821 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,438,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,438,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,012,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,400,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,400,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,326 | TotalTaxAmt |
| Distributable Before Adj | $1,371,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,371,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,371,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,393,116 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,393,116 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,393,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,371,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $715,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,751 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,829,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,393,116 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,371,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,021,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,851,233 | 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 | $715,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,135,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,325 | ExcessFromYear4Amt |
| Excess From Year3 | $403,559 | ExcessFromYear3Amt |
| Excess From Year2 | $357,751 | ExcessFromYear2Amt |
| Excess From Current Year | $1,021,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | Kathryn P Yeager | ShareholderManagerNm |
| Shareholder Manager | Mark H Prothro | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alf Engen Ski Museum Foundation | ||||||
| PO Box 980187 | Park City | UT | 84098 | 501(c)(3) | Contribution | $250 |
| Art from the Streets | ||||||
| PO Box 202742 | Austin | TX | 78720 | 501(c)(3) | Through Our Eyes Book, memory of Troy Campa | $5,000 |
| Arts Council Wichita Falls Area Inc | ||||||
| 2120 Speedway | Wichita Falls | TX | 76308 | 501(c)(3) | Sounds of Speedway | $1,000 |
| Arts Council Wichita Falls Area Inc | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | Remodel of Forum | $50,000 |
| Arts Magnet Advisory Board | ||||||
| PO Box 192648 | Dallas | TX | 75219 | 501(c)(3) | Patron of the Arts Magnet Program | $4,000 |
| AT&T Performing Arts Center | ||||||
| 700 N Pearl Street Suite N 1800 | Dallas | TX | 75201 | 501(c)(3) | Contribution | $1,400 |
| AT&T Performing Arts Center | ||||||
| 700 Pearl St Suite N1800 | Dallas | TX | 75201 | 501(c)(3) | Covid-19 Operations | $20,000 |
| Austin Area Art from the Streets | ||||||
| PO Box 202742 | Austin | TX | 78720 | 501(c)(3) | Art From The Streets | $10,000 |
| Backdoor Theatre | ||||||
| PO Box 896 | Wichita Falls | TX | 76307 | 501(c)(3) | Texoma Gives | $103 |
| Backdoor Theatre | ||||||
| PO Box 896 | Wichita Falls | TX | 76307 | 501(c)(3) | Operating Budget | $6,500 |
| Baylor Health Care System Foundation | ||||||
| 3600 Gaston Suite 100 | Dallas | TX | 75246 | 501(c)(3) | Annual Giving Contribution | $2,500 |
| Boy Scouts of America | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76308 | 501(c)(3) | Texoma Gives | $103 |
| Boys and Girls Club of Wichita Falls | ||||||
| 1318 6th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| Camelot Therapeutic Horsemanship | ||||||
| 23623 North Scottsdale Rd D3-259 | Scottsdale | AZ | 85255 | 501(c)(3) | Contribution | $1,000 |
| CASA New Hampshire | ||||||
| PO Box 1327 | Manchester | NH | 03102 | 501(c)(3) | Open contribution | $22,223 |
| CASA of Travis County | ||||||
| 7600 Chevy Chase Dr Ste 200 | Austin | TX | 78752 | 501(c)(3) | Open contribution | $5,000 |
| Cimarron County Food Pantry | ||||||
| PO Box 574 | Boise City | OK | 73933 | 501(c)(3) | Commercial refrigerator & freezer | $4,600 |
| Cimarron Senior Activity Center Inc | ||||||
| PO Box 926 | Boise City | OK | 73933 | 501(c)(3) | General Budget | $4,400 |
| Dallas Foundation | ||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | 501(c)(3) | Covid-19 Relief Fund | $5,000 |
| Easter Seals of New Hampshire | ||||||
| 555 Auburn St | Manchester | NH | 03103 | 501(c)(3) | Farnum Center | $6,667 |
| Easter Seals of New Hampshire | ||||||
| 555 Auburn St | Manchester | NH | 03103 | 501(c)(3) | Veterans Count | $667 |
| Educational Opportunities Inc | ||||||
| 3419 Westminster Ave Ste 218 | Dallas | TX | 75205 | 501(c)(3) | Open contribution | $4,000 |
| Emancipet | ||||||
| 7010 Easy Wind Dr Ste 260 | Austin | TX | 78752 | 501(c)(3) | General Operations | $5,000 |
| Environmental Learning Center Inc | ||||||
| 255 Live Oak Dr | Vero Beach | FL | 32963 | 501(c)(3) | Where needed most | $3,333 |
| Episcopal School of Dallas | ||||||
| 4100 Merrell Road | Dallas | TX | 75229 | 501(c)(3) | Open contribution | $6,668 |
| Faith Mission - Faith Refuge | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | 501(c)(3) | Decorator Showcase | $500 |
| Faith Mission - Faith Refuge | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | 501(c)(3) | Texoma Gives | $256 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | 2020 Budget | $20,000 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | Capital Campaign | $650,000 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76308 | 501(c)(3) | Operating Needs | $1,000 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | General Budget | $1,500 |
| First United Methodist Church | ||||||
| PO Box 2125 | Wichita Falls | TX | 76307 | 501(c)(3) | 2021 Operating Budget | $15,000 |
| Frank Buck Zoological Society | ||||||
| PO Box 621 | Gainesville | TX | 76241 | 501(c)(3) | Open contribution | $150 |
| Friends of Incontri In Terra De Siena | ||||||
| 4240 Lost Hills Road Unit 106 | Calabasas | CA | 91301 | 501(c)(3) | Music Festival | $2,000 |
| Georgia O'Keeffe Museum | ||||||
| 217 Johnson Street | Santa Fe | NM | 87501 | 501(c)(3) | Annual Gift | $2,500 |
| Guadalupe Neighborhood Dev Corp | ||||||
| 813 E 8th Street | Austin | TX | 78702 | 501(c)(3) | Open contribution | $4,000 |
| Hands to Hands Community Fund | ||||||
| P O Box 4641 | Wichita Falls | TX | 76308 | 501(c)(3) | Texoma Gives | $256 |
| Hands to Hands Community Fund | ||||||
| PO Box 4641 | Wichita Falls | TX | 76308 | 501(c)(3) | 2020-21 Funding | $12,500 |
| Hibiscus Children's Center | ||||||
| PO Box 1406 | Jensen Beach | FL | 34958 | 501(c)(3) | Open contribution | $3,333 |
| Highland Park Education Foundation | ||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | 501(c)(3) | Mad for Plaid | $6,666 |
| Highland Park UMC | ||||||
| 3300 Mockingbird Lane | Dallas | TX | 75205 | 501(c)(3) | Open contribution | $20,000 |
| Hospice of Wichita Falls | ||||||
| 4909 Johnson Road | Wichita Falls | TX | 76301 | 501(c)(3) | Building on a Legacy of Care | $416,666 |
| Hospice of Wichita Falls | ||||||
| PO Box 4804 | Wichita Falls | TX | 76308 | 501(c)(3) | Memorials | $400 |
| Indian River State College FDN Inc | ||||||
| 3209 Virginia Ave | Fort Pierce | FL | 34981 | 501(c)(3) | Open contribution | $3,333 |
| Kemp Center for the Arts | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| Kimball Art Center | ||||||
| PO Box 1478 | Park City | UT | 84060 | 501(c)(3) | Membership | $250 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Akin Music Series | $30,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Fine Arts Salary Supplement | $40,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Museum of Art | $1,500 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | Texoma Gives-Museum of Art | $51 |
| MSU President's Excellence Circle | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 170(c)(1) | President's Excellence Circle | $16,000 |
| MSU Fantasy of Lights | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Fantasy of Lights | $100 |
| Mobile Loaves & Fishes | ||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | 501(c)(3) | Open contribution | $4,000 |
| Museum of North Texas History | ||||||
| PO Box 1619 | Wichita Falls | TX | 76307 | 501(c)(3) | Annual Membership | $250 |
| Museum of North Texas History | ||||||
| PO Box 1619 | Wichita Falls | TX | 76307 | 501(c)(3) | Texoma Gives | $103 |
| National Ability Center | ||||||
| PO Box 682799 | Park City | UT | 84068 | 501(c)(3) | Red White & Snow | $900 |
| New Jerusalem Baptist Church | ||||||
| 1420 Borton St | Wichita Falls | TX | 76308 | 501(c)(3) | Repair Burned Building | $5,100 |
| Park City Historical Society | ||||||
| PO Box 555 | Park City | UT | 84060 | 501(c)(3) | Contribution | $350 |
| Park City Institute Foundation | ||||||
| PO Box 1297 | Park City | UT | 84060 | 501(c)(3) | Contribution | $10,000 |
| People's Community Clinic Inc | ||||||
| 1101 Camino La Costa | Austin | TX | 78752 | 501(c)(3) | Open contribution | $4,000 |
| Peoples Health Clinic | ||||||
| PO Box 681588 | Park City | UT | 84068 | 501(c)(3) | In memory of Amy Baker | $500 |
| PETA | ||||||
| 501 Front St | Norfolk | VA | 23510 | 501(c)(3) | Membership Development | $10,000 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Personal Assistance Program | $12,500 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | House of Hope | $2,000 |
| Presbyterian Manor | ||||||
| 4600 Taft Blvd | Wichita Falls | TX | 76308 | 501(c)(3) | Good Samaritan Fund | $1,000 |
| Project Back to School | ||||||
| PO Box 9700 | Wichita Falls | TX | 76308 | 501(c)(3) | August 2021 Roundup | $2,500 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76301 | 501(c)(3) | Operations | $1,000 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $256 |
| SM Wright Foundation | ||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | 501(c)(3) | Covid-19 Outbreak | $1,000 |
| SM Wright Foundation | ||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | 501(c)(3) | Christmas in Park, honor of Nita Clark | $2,000 |
| Saint Louise House | ||||||
| PO Box 150637 | Austin | TX | 78715 | 501(c)(3) | Open contribution | $7,000 |
| Salesmanship Club Charitable Golf Dallas | ||||||
| 106 E 10th St Ste 200 | Dallas | TX | 75203 | 501(c)(3) | J. Erik Johnson School & counseling | $10,934 |
| Salvation Army | ||||||
| 8787 Stemmons Freeway Ste 800 | Dallas | TX | 75247 | 501(c)(3) | Covid-19 Outbreak | $2,500 |
| Salvation Army of Wichita Falls | ||||||
| 403 7th Street | Wichita Falls | TX | 76307 | 501(c)(3) | Open contribution | $5,000 |
| Sheppard Military Affairs Committee | ||||||
| 900 8th Street Suite 617 | Wichita Falls | TX | 76301 | 501(c)(3) | Support of SAFB | $500 |
| Southern Methodist University | ||||||
| PO Box 750460 | Dallas | TX | 75275 | 170(c)(1) | J. Erik Jonsson Ethics Award | $4,000 |
| Southern Methodist University | ||||||
| PO Box 750402 | Dallas | TX | 75275 | 170(c)(1) | SMU in Taos | $2,500 |
| Southern Methodist University | ||||||
| PO Box 750153 | Dallas | TX | 75275 | 170(c)(1) | Friends of the SMU Libraries | $2,500 |
| Southern Methodist University | ||||||
| PO Box 750133 | Dallas | TX | 75275 | 170(c)(1) | Perkins School of Theology | $11,300 |
| Southern Methodist University | ||||||
| PO Box 750281 | Dallas | TX | 75275 | 170(c)(1) | Presidential Immediate Needs Covid19 | $56,250 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Endow Student/Faculty Collaborative Research Fd-Math | $1,500 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78626 | 501(c)(3) | High Impact Experience Endowment | $100,000 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Emergency Fund | $500 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78727 | 501(c)(3) | Southwestern University Emergency Fund | $200 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78727 | 501(c)(3) | Emergency Scholarship Fund | $200 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78727 | 501(c)(3) | Southwestern Fund | $300 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Unrestricted annual support | $15,400 |
| Southwestern University | ||||||
| PO Box 770 | Georgetown | TX | 78627 | 501(c)(3) | Yeager & Herreid Endowed Scholarship | $15,000 |
| SPCA of Texas | ||||||
| 2400 Lone Star Drive | Dallas | TX | 75212 | 501(c)(3) | Open contribution | $20,000 |
| St Michael and All Angels Episcopal Church | ||||||
| 8011 Douglas Ave | Dallas | TX | 75225 | 501(c)(3) | Stewardship | $2,000 |
| Straight Street | ||||||
| PO Box 1684 | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $103 |
| Sweet Briar College | ||||||
| 134 Chapel Road | Sweet Briar | VA | 24595 | 501(c)(3) | General Support | $33,000 |
| Sweet Briar College | ||||||
| 134 Chapel Road | Sweet Briar | VA | 24595 | 501(c)(3) | Covid-19 Support | $50,000 |
| Texas Methodist Foundation | ||||||
| 11709 Boulder Lane Suite 100 | Austin | TX | 78726 | 501(c)(3) | John Thornburg Innovation Fund | $50,000 |
| Texas Wesleyan University | ||||||
| 1201 Wesleyan | Ft Worth | TX | 76105 | 501(c)(3) | Annual Fund | $1,000 |
| The Kitchen Meals on Wheels | ||||||
| 1000 Burnett Street | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $103 |
| Trinity University | ||||||
| One Trinity Place | San Antonio | TX | 78212 | 501(c)(3) | University Support | $2,000 |
| US Speedskating | ||||||
| 5662 S Cougar Lane | Salt Lake City | UT | 84118 | 501(c)(3) | Contribution | $1,500 |
| UT Southwestern Medical Center | ||||||
| PO Box 910888 | Dallas | TX | 75391 | 501(c)(3) | Simmons Cancer Center, honor of Caren Prothro | $4,000 |
| UT Southwestern Medical Center | ||||||
| PO Box 910888 | Dallas | TX | 75391 | 501(c)(3) | Presidents Excellence Fund | $3,334 |
| Utah Symphony and Opera | ||||||
| 123 West South Temple | Park City | UT | 84101 | 501(c)(3) | Deer Valley Music Festival | $15,000 |
| Visiting Nurses Association | ||||||
| 1600 Viceroy Drive Ste 400 | Dallas | TX | 75235 | 501(c)(3) | Covid-19 Outbreak | $2,500 |
| Visiting Nurses Assoc & Hospice Foundation | ||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 501(c)(3) | Where needed most | $1,000 |
| Volunteer Now | ||||||
| 2800 Live Oak Street | Dallas | TX | 75204 | 501(c)(3) | 14th Annual Heart of Texas Luncheon | $1,250 |
| Wake Forest University | ||||||
| PO Box 7227 | WinstonSalem | NC | 27109 | 501(c)(3) | Open contribution | $5,000 |
| Wichita County Heritage Society | ||||||
| 900 Bluff St | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $100 |
| Wichita County Heritage Society | ||||||
| 900 Bluff St | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $51 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Wichitan of the Year Fund | $3,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | Disaster Relief Fund | $25,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76308 | 501(c)(3) | Texoma Gives | $5,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | In Honor of Gary Shores | $1,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76301 | 501(c)(3) | In Honor of Martha Fain | $1,000 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | 501(c)(3) | PowerPak 4 Kids | $10,000 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | 501(c)(3) | Texoma Gives | $512 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76308 | 501(c)(3) | Thanksgiving Meals | $750 |
| Wichita Falls Area Food Bank | ||||||
| 1230 Midwestern Pkwy | Wichita Falls | TX | 76302 | 501(c)(3) | Food Bank Challenge | $5,000 |
| Wichita Falls ISD Foundation Inc | ||||||
| 1104 Broad Street | Wichita Falls | TX | 76301 | 501(c)(3) | Emergency Assistance Fund | $31,250 |
| Wichita Falls Symphony League | ||||||
| PO Box 1257 | Wichita Falls | TX | 76307 | 501(c)(3) | Annual Budget | $750 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | Annual Fund | $52,300 |
| Wichita Falls Symphony Orchestra | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | 1st Installment of $90,000 | $30,000 |
| Wichita Falls Youth Symphony Orchestra | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | Gail Key Academy of Music | $12,250 |
| Wichita Falls Youth Symphony Orchestra | ||||||
| 1300 Lamar Street | Wichita Falls | TX | 76301 | 501(c)(3) | Texoma Gives | $51 |
| Wild Bird Rescue | ||||||
| 2405 Kell Blvd Suite 100 | Wichita Falls | TX | 76308 | 501(c)(3) | Texoma Gives | $51 |
| Wofford College | ||||||
| 429 North Church Street | Spartanburg | SC | 29303 | 501(c)(3) | JPP Endowed Scholarship Fund | $1,000 |
| Wofford College | ||||||
| 429 North Church Street | Spartanburg | SC | 29303 | 501(c)(3) | Covid Relief | $6,666 |
| Wofford College Terrier Fund | ||||||
| 429 North Church Street | Spartanburg | SC | 29303 | 501(c)(3) | Open contribution | $6,666 |
| World Wildlife Fund | ||||||
| 1250 24th St NW | Washington | DC | 20037 | 501(c)(3) | Open contribution | $5,000 |
| Yellowstone Forever | ||||||
| 222 East Main St Suite 301 | Bozeman | MT | 59715 | 501(c)(3) | Matching gift from National Parks | $50,000 |
| Yellowstone Forever | ||||||
| 222 East Main St Suite 301 | Bozeman | MT | 59715 | 501(c)(3) | In honor of KPY 80th Birthday | $500 |
| YMCA | ||||||
| 1010 9th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Capital Campaign | $140,000 |
| YMCA | ||||||
| 1010 9th Street | Wichita Falls | TX | 76301 | 501(c)(3) | Operating Budget | $1,500 |
| Zavala Hispanic Cultural Initiative | ||||||
| PO Box 373 | Wichita Falls | TX | 76307 | 501(c)(3) | Summer Road to College | $7,000 |
| Zavala Hispanic Cultural Initiative | ||||||
| PO Box 373 | Wichita Falls | TX | 76307 | 501(c)(3) | Caf Con Leche Road to College | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,311,605 | 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 | $110,823 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,365 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $347,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,536,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,405,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,405,261 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Joe N Prothro | ||||||
| 1 | 2304 Midwestern Parkway Suite 200 | Wichita Falls | TX | 76308 | $2,795 | Yes (X) |
| Joe N Prothro | ||||||
| 2 | 2304 Midwestern Parkway Suite 200 | Wichita Falls | TX | 76308 | $9,536 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 225 Shs Abbott Labs | $18,725 | 2020-04-08 |
| 2 | 727 Shs Abbott Labs | $60,501 | 2020-04-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting Fees - Freemon, Shapard & Story (Audit & Accounting Service) | $15,000 | $7,500 | $7,500 |
| Accounting Fees - Perkins Prothro Co.(Accounting & Bookkeeping) | $74,350 | $37,175 | $37,175 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS Corporate Bonds & Notes | BondNm |
| EOY Book Value | $2,684,260 | EOYBookValueAmt |
| EOYFMV | $2,791,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML Corporate Stocks | $4,420,264 | $13,936,155 |
| UBS Corporate Stocks | $8,898,599 | $13,116,458 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mineral Investments - Producing | AT COST | $309 | $223,305 |
| Mineral Investments - Non-Producing | AT COST | $3,294 | $3,294 |
| Partnership Interest - Prothro Investments | AT COST | $11,460 | $558,704 |
| UBS Partnership Investments | AT COST | $122,837 | $504,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Expenses - Royalties | $1,413 | $1,413 | $0 |
| Miscellaneous Expenses | $2,513 | $2,513 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Oil & Gas Royalties | $79,542 | $79,542 | $79,542 |
| Oil & Gas Royalties - Partnership K-1'S | $276,423 | $276,423 | $276,423 |
| Partnerships - K-1's | -$8,485 | -$8,485 | -$8,485 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Professional Fees - Fayez Sarofim & Co. (Investment Mgmt.) | $49,875 | $49,875 | $0 |
| Other Professional Fees - UBS Financial Serv Fees (Investment Mgmt.) | $96,081 | $96,081 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Expense | $9,266 | $9,266 | $0 |
| Ad Valorem | $4,155 | $4,155 | $0 |
| Federal Excise & Misc. Taxes | $12,109 | $0 | $0 |
| Gross Production Tax | $3,739 | $3,739 | $0 |
| Payroll Taxes | $3,672 | $1,836 | $1,836 |
| Gross Production Tax-Partnerships | $46,899 | $46,899 | $0 |