2021-07-15T14:16:54-05:00 2020-12-31 750706311 Freemon Shapard & Story 807 8th Street 2nd Floor Wichita Falls TX 763013381 990PF 2020-01-01 751247407 Perkins-Prothro Foundation PERK 9406917770 2304 Midwestern Parkway No 200 Wichita Falls TX 76308 Mark H Prothro Treasurer 9406917770 2021-07-09 Mark Prothro 999009999 Mac Cannedy P00123468 9403224436 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 32466405 X 12331 110823 110823 410365 410365 1536593 6907257 1536593 347480 347480 2417592 2405261 70000 35000 35000 89350 44675 44675 145956 145956 0 79840 65895 1836 33 33 3926 3926 0 389105 295485 81511 2311605 2311605 2700710 295485 2393116 -283118 2109776 1266786 1294334 1294334 37845 19362 37845 37845 12557022 13318863 27052613 3730387 2684260 2791749 43 43 43 43 182763 137900 1289821 17756363 17473245 32466405 0 0 X 0 0 9131886 8848768 8624477 8624477 17756363 17473245 17756363 17473245 17756363 -283118 0 17473245 0 17473245 ALL ML P 2125918 649626 1476292 1476292 ALL UBS Accts & Publicly Traded Securities P 4779960 4721038 58922 58922 Capital Gains Dividends P 1379 1379 1379 1536593 29326 0 29326 0 29326 34251 0 0 0 34251 0 4925 4925 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Mark H Prothro Treasurer 9406917770 2304 Midwestern Parkway Suite 200 Wichita Falls TX 76308 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kathryn P Yeager 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 President 40.00 48000 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 16000 0 0 Charlotte P Philbin 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 6000 0 0 David H Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 0 0 0 NONE 0 NONE 0 0 25190128 1959038 1289821 28438987 0 0 28438987 426585 28012402 1400620 1400620 29326 29326 1371294 0 1371294 0 1371294 2393116 0 2393116 0 2393116 1371294 0 0 715776 352325 403559 357751 1829411 2393116 0 0 0 1371294 1021822 0 0 2851233 0 0 0 0 0 0 715776 2135457 352325 403559 357751 1021822 Kathryn P Yeager Mark H Prothro X 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 5000 Arts Council Wichita Falls Area Inc 2120 Speedway Wichita Falls TX 76308 501(c)(3) Sounds of Speedway 1000 Arts Council Wichita Falls Area Inc 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) Remodel of Forum 50000 Arts Magnet Advisory Board PO Box 192648 Dallas TX 75219 501(c)(3) Patron of the Arts Magnet Program 4000 AT&T Performing Arts Center 700 N Pearl Street Suite N 1800 Dallas TX 75201 501(c)(3) Contribution 1400 AT&T Performing Arts Center 700 Pearl St Suite N1800 Dallas TX 75201 501(c)(3) Covid-19 Operations 20000 Austin Area Art from the Streets PO Box 202742 Austin TX 78720 501(c)(3) Art From The Streets 10000 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 6500 Baylor Health Care System Foundation 3600 Gaston Suite 100 Dallas TX 75246 501(c)(3) Annual Giving Contribution 2500 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 1500 Camelot Therapeutic Horsemanship 23623 North Scottsdale Rd D3-259 Scottsdale AZ 85255 501(c)(3) Contribution 1000 CASA New Hampshire PO Box 1327 Manchester NH 03102 501(c)(3) Open contribution 22223 CASA of Travis County 7600 Chevy Chase Dr Ste 200 Austin TX 78752 501(c)(3) Open contribution 5000 Cimarron County Food Pantry PO Box 574 Boise City OK 73933 501(c)(3) Commercial refrigerator & freezer 4600 Cimarron Senior Activity Center Inc PO Box 926 Boise City OK 73933 501(c)(3) General Budget 4400 Dallas Foundation 3963 Maple Avenue Suite 390 Dallas TX 75219 501(c)(3) Covid-19 Relief Fund 5000 Easter Seals of New Hampshire 555 Auburn St Manchester NH 03103 501(c)(3) Farnum Center 6667 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 4000 Emancipet 7010 Easy Wind Dr Ste 260 Austin TX 78752 501(c)(3) General Operations 5000 Environmental Learning Center Inc 255 Live Oak Dr Vero Beach FL 32963 501(c)(3) Where needed most 3333 Episcopal School of Dallas 4100 Merrell Road Dallas TX 75229 501(c)(3) Open contribution 6668 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 20000 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) Capital Campaign 650000 First United Methodist Church PO Box 2125 Wichita Falls TX 76308 501(c)(3) Operating Needs 1000 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) General Budget 1500 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) 2021 Operating Budget 15000 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 2000 Georgia O'Keeffe Museum 217 Johnson Street Santa Fe NM 87501 501(c)(3) Annual Gift 2500 Guadalupe Neighborhood Dev Corp 813 E 8th Street Austin TX 78702 501(c)(3) Open contribution 4000 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 12500 Hibiscus Children's Center PO Box 1406 Jensen Beach FL 34958 501(c)(3) Open contribution 3333 Highland Park Education Foundation 4201 Grassmere Lane Dallas TX 75205 501(c)(3) Mad for Plaid 6666 Highland Park UMC 3300 Mockingbird Lane Dallas TX 75205 501(c)(3) Open contribution 20000 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76301 501(c)(3) Building on a Legacy of Care 416666 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 3333 Kemp Center for the Arts 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) Operating Budget 1500 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 30000 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Fine Arts Salary Supplement 40000 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Museum of Art 1500 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 16000 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 4000 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 5100 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 10000 People's Community Clinic Inc 1101 Camino La Costa Austin TX 78752 501(c)(3) Open contribution 4000 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 10000 Presbyterian Manor 4600 Taft Blvd Wichita Falls TX 76308 501(c)(3) Personal Assistance Program 12500 Presbyterian Manor 4600 Taft Blvd Wichita Falls TX 76308 501(c)(3) House of Hope 2000 Presbyterian Manor 4600 Taft Blvd Wichita Falls TX 76308 501(c)(3) Good Samaritan Fund 1000 Project Back to School PO Box 9700 Wichita Falls TX 76308 501(c)(3) August 2021 Roundup 2500 River Bend Nature Center PO Box 3674 Wichita Falls TX 76301 501(c)(3) Operations 1000 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 1000 SM Wright Foundation 9213 Sovereign Row Dallas TX 75247 501(c)(3) Christmas in Park, honor of Nita Clark 2000 Saint Louise House PO Box 150637 Austin TX 78715 501(c)(3) Open contribution 7000 Salesmanship Club Charitable Golf Dallas 106 E 10th St Ste 200 Dallas TX 75203 501(c)(3) J. Erik Johnson School & counseling 10934 Salvation Army 8787 Stemmons Freeway Ste 800 Dallas TX 75247 501(c)(3) Covid-19 Outbreak 2500 Salvation Army of Wichita Falls 403 7th Street Wichita Falls TX 76307 501(c)(3) Open contribution 5000 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 4000 Southern Methodist University PO Box 750402 Dallas TX 75275 170(c)(1) SMU in Taos 2500 Southern Methodist University PO Box 750153 Dallas TX 75275 170(c)(1) Friends of the SMU Libraries 2500 Southern Methodist University PO Box 750133 Dallas TX 75275 170(c)(1) Perkins School of Theology 11300 Southern Methodist University PO Box 750281 Dallas TX 75275 170(c)(1) Presidential Immediate Needs Covid19 56250 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) Endow Student/Faculty Collaborative Research Fd-Math 1500 Southwestern University PO Box 770 Georgetown TX 78626 501(c)(3) High Impact Experience Endowment 100000 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 15400 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) Yeager & Herreid Endowed Scholarship 15000 SPCA of Texas 2400 Lone Star Drive Dallas TX 75212 501(c)(3) Open contribution 20000 St Michael and All Angels Episcopal Church 8011 Douglas Ave Dallas TX 75225 501(c)(3) Stewardship 2000 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 33000 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 501(c)(3) Covid-19 Support 50000 Texas Methodist Foundation 11709 Boulder Lane Suite 100 Austin TX 78726 501(c)(3) John Thornburg Innovation Fund 50000 Texas Wesleyan University 1201 Wesleyan Ft Worth TX 76105 501(c)(3) Annual Fund 1000 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 2000 US Speedskating 5662 S Cougar Lane Salt Lake City UT 84118 501(c)(3) Contribution 1500 UT Southwestern Medical Center PO Box 910888 Dallas TX 75391 501(c)(3) Simmons Cancer Center, honor of Caren Prothro 4000 UT Southwestern Medical Center PO Box 910888 Dallas TX 75391 501(c)(3) Presidents Excellence Fund 3334 Utah Symphony and Opera 123 West South Temple Park City UT 84101 501(c)(3) Deer Valley Music Festival 15000 Visiting Nurses Association 1600 Viceroy Drive Ste 400 Dallas TX 75235 501(c)(3) Covid-19 Outbreak 2500 Visiting Nurses Assoc & Hospice Foundation 1110 35th Lane Vero Beach FL 32960 501(c)(3) Where needed most 1000 Volunteer Now 2800 Live Oak Street Dallas TX 75204 501(c)(3) 14th Annual Heart of Texas Luncheon 1250 Wake Forest University PO Box 7227 WinstonSalem NC 27109 501(c)(3) Open contribution 5000 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 3000 Wichita Falls Area Community Foundation 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Disaster Relief Fund 25000 Wichita Falls Area Community Foundation 2405 Kell Blvd Suite 100 Wichita Falls TX 76308 501(c)(3) Texoma Gives 5000 Wichita Falls Area Community Foundation 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) In Honor of Gary Shores 1000 Wichita Falls Area Community Foundation 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) In Honor of Martha Fain 1000 Wichita Falls Area Food Bank PO Box 623 Wichita Falls TX 76307 501(c)(3) PowerPak 4 Kids 10000 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 5000 Wichita Falls ISD Foundation Inc 1104 Broad Street Wichita Falls TX 76301 501(c)(3) Emergency Assistance Fund 31250 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 52300 Wichita Falls Symphony Orchestra 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) 1st Installment of $90,000 30000 Wichita Falls Youth Symphony Orchestra 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) Gail Key Academy of Music 12250 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 1000 Wofford College 429 North Church Street Spartanburg SC 29303 501(c)(3) Covid Relief 6666 Wofford College Terrier Fund 429 North Church Street Spartanburg SC 29303 501(c)(3) Open contribution 6666 World Wildlife Fund 1250 24th St NW Washington DC 20037 501(c)(3) Open contribution 5000 Yellowstone Forever 222 East Main St Suite 301 Bozeman MT 59715 501(c)(3) Matching gift from National Parks 50000 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 140000 YMCA 1010 9th Street Wichita Falls TX 76301 501(c)(3) Operating Budget 1500 Zavala Hispanic Cultural Initiative PO Box 373 Wichita Falls TX 76307 501(c)(3) Summer Road to College 7000 Zavala Hispanic Cultural Initiative PO Box 373 Wichita Falls TX 76307 501(c)(3) Caf Con Leche Road to College 10000 2311605 0 14 110823 14 410365 15 347480 14 1536593 0 2405261 0 2405261 0 0 0 0 0 0 0 0 0 0 X X 1 Joe N Prothro 2304 Midwestern Parkway Suite 200 Wichita Falls TX 76308 2795 X 2 Joe N Prothro 2304 Midwestern Parkway Suite 200 Wichita Falls TX 76308 9536 X 1 225 Shs Abbott Labs 18725 2020-04-08 2 727 Shs Abbott Labs 60501 2020-04-08 Accounting Fees - Freemon, Shapard & Story (Audit & Accounting Service) 15000 7500 7500 Accounting Fees - Perkins Prothro Co.(Accounting & Bookkeeping) 74350 37175 37175 UBS Corporate Bonds & Notes 2684260 2791749 ML Corporate Stocks 4420264 13936155 UBS Corporate Stocks 8898599 13116458 Mineral Investments - Producing AT COST 309 223305 Mineral Investments - Non-Producing AT COST 3294 3294 Partnership Interest - Prothro Investments AT COST 11460 558704 UBS Partnership Investments AT COST 122837 504518 Other Expenses - Royalties 1413 1413 0 Miscellaneous Expenses 2513 2513 0 Oil & Gas Royalties 79542 79542 79542 Oil & Gas Royalties - Partnership K-1'S 276423 276423 276423 Partnerships - K-1's -8485 -8485 -8485 Other Professional Fees - Fayez Sarofim & Co. (Investment Mgmt.) 49875 49875 0 Other Professional Fees - UBS Financial Serv Fees (Investment Mgmt.) 96081 96081 0 Foreign Tax Expense 9266 9266 0 Ad Valorem 4155 4155 0 Federal Excise & Misc. Taxes 12109 0 0 Gross Production Tax 3739 3739 0 Payroll Taxes 3672 1836 1836 Gross Production Tax-Partnerships 46899 46899 0