LEGETT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEGETT FOUNDATION (EIN 75-2696419)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349102537
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:10:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751056027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2993 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 796042993 | 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 | 752696419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGETT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGE | BusinessNameControlTxt |
| Phone | 3256736429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF BLANKS | PersonNm |
| Person Title | VICE PRESIDENT/CFO | PersonTitleTxt |
| Phone | 3256736429 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | BLANKS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEROY BOLT CPA | PreparerPersonNm |
| PTIN | P00023092 | PTIN |
| Phone | 3256776251 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
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 | $183,237,448 | 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 | $6,885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,885 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,173,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,173,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,906,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,095,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,906,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,096,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,962,631 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,183,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,049,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,063,733 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $712,567 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $351,166 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $254,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $254,240 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $200,969 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $138,520 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,449 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,998 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,449 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $549 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $47,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,154 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $399,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,360 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,413 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $883,881 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $537,570 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $90,383 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $65,528 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,855 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$853,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$550,638 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$306,893 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,106,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,271,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,478,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,478,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,585,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,271,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,653,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,597,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,777,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,874,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,484,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,484,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,537,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,400,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,478,938 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,888,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,182,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,775,228 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $636,854 | OtherAssetsBOYAmt |
| Other Assets EOY | $498,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $498,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $67,938,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,565,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $183,237,448 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,820 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,905 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,820 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,905 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,924,811 | CapitalStockBOYAmt |
| Capital Stock EOY | $72,547,947 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,924,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,547,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,938,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,565,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,924,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,597,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,450 | OtherIncreasesAmt |
| Subtotal | $72,592,948 | SubtotalAmt |
| Other Decreases | $45,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,547,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (103 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM K-1S | P | 2020-01-01 | 2020-12-31 | $614,544 | -$614,544 | -$614,544 | |
| CAPITAL GAIN DIVIDENDS | 2020-01-01 | 2020-12-31 | $1,893 | $1,893 | $1,893 | ||
| ADYEN | 2020-01-01 | 2020-12-31 | $31,619 | $25,467 | $25,467 | $57,086 | |
| AIR LEASE CORP. | 2020-01-01 | 2020-12-31 | $870,904 | $213,003 | $213,003 | $1,083,907 | |
| ALIBABA GROUP | 2020-01-01 | 2020-12-31 | $47,706 | $3,649 | $3,649 | $51,355 | |
| ALTICE USA, INC. | 2020-01-01 | 2020-12-31 | $147,273 | -$12,439 | -$12,439 | $134,834 | |
| AMBEV | 2020-01-01 | 2020-12-31 | $47,209 | -$25,009 | -$25,009 | $22,200 | |
| AMERCO | 2020-01-01 | 2020-12-31 | $865,963 | -$290,750 | -$290,750 | $575,213 | |
| AON | 2020-01-01 | 2020-12-31 | $489,738 | $54,722 | $54,722 | $544,460 | |
| APPLE COMPUTER, INC. | 2020-01-01 | 2020-12-31 | $133,733 | $312,406 | $312,406 | $446,139 | |
| APTIV | 2020-01-01 | 2020-12-31 | $58,598 | $7,202 | $7,202 | $65,800 | |
| ARCONIC, INC. | 2020-01-01 | 2020-12-31 | $129,676 | -$8,750 | -$8,750 | $120,926 | |
| ASM PACIFIC TECH | 2020-01-01 | 2020-12-31 | $30,915 | -$8,467 | -$8,467 | $22,448 | |
| AT&T | 2020-01-01 | 2020-12-31 | $171,927 | -$35,924 | -$35,924 | $136,003 | |
| BAIDU, INC. | 2020-01-01 | 2020-12-31 | $188,504 | -$38,223 | -$38,223 | $150,281 | |
| BALL CORP. | 2020-01-01 | 2020-12-31 | $273,003 | $93,227 | $93,227 | $366,230 | |
| BANK OF AMERICA CORP. | 2020-01-01 | 2020-12-31 | $308,212 | -$3,409 | -$3,409 | $304,803 | |
| BIO TECHNE CORP. | 2020-01-01 | 2020-12-31 | $252,233 | $72,197 | $72,197 | $324,430 | |
| BOEING | 2020-01-01 | 2020-12-31 | $575,682 | -$410,546 | -$410,546 | $165,136 | |
| BROADCOM | 2020-01-01 | 2020-12-31 | $73,199 | $11,748 | $11,748 | $84,947 | |
| BROWN-FORMAN CORP. | 2020-01-01 | 2020-12-31 | $219,330 | $1,025,947 | $1,025,947 | $1,245,277 | |
| CALVO GROWERS, INC. | 2020-01-01 | 2020-12-31 | $358,646 | -$10,474 | -$10,474 | $348,172 | |
| CAMDEN PROPERTY TRUST | 2020-01-01 | 2020-12-31 | $148,042 | -$23,797 | -$23,797 | $124,245 | |
| CHINA TOWER CORP. | 2020-01-01 | 2020-12-31 | $38,562 | -$5,963 | -$5,963 | $32,599 | |
| CHUBB LIMITED | 2020-01-01 | 2020-12-31 | $118,200 | $4,825 | $4,825 | $123,025 | |
| CLARIVATE ANALYTICS | 2020-01-01 | 2020-12-31 | $143,575 | $33,208 | $33,208 | $176,783 | |
| CLARKSON | 2020-01-01 | 2020-12-31 | $48,810 | -$10,776 | -$10,776 | $38,034 | |
| CLIPPER LOGISTICS | 2020-01-01 | 2020-12-31 | $30,946 | $5,435 | $5,435 | $36,381 | |
| CME GROUP, INC. | 2020-01-01 | 2020-12-31 | $406,773 | $217,476 | $217,476 | $624,249 | |
| COCA COLA | 2020-01-01 | 2020-12-31 | $305,843 | $60,247 | $60,247 | $366,090 | |
| CONSTELLATION SOFTWARE, INC. | 2020-01-01 | 2020-12-31 | $38,411 | $5,807 | $5,807 | $44,218 | |
| CORELOGIC, INC. | 2020-01-01 | 2020-12-31 | $225,145 | $13,206 | $13,206 | $238,351 | |
| CROWN HOLDINGS, INC. | 2020-01-01 | 2020-12-31 | $339,836 | -$52,391 | -$52,391 | $287,445 | |
| DESPEGAR | 2020-01-01 | 2020-12-31 | $24,228 | -$12,107 | -$12,107 | $12,121 | |
| DISCOVER FINANCIAL | 2020-01-01 | 2020-12-31 | $74,890 | $3,716 | $3,716 | $78,606 | |
| DOCUSIGN, INC. | 2020-01-01 | 2020-12-31 | $478,697 | $1,177,291 | $1,177,291 | $1,655,988 | |
| DR HORTON, INC. | 2020-01-01 | 2020-12-31 | $807,753 | -$17,440 | -$17,440 | $790,313 | |
| ELANCO ANIMAL HEALTH, INC. | 2020-01-01 | 2020-12-31 | $433,100 | -$123,253 | -$123,253 | $309,847 | |
| ELEMENT FLEET MANAGEMENT CORP. | 2020-01-01 | 2020-12-31 | $45,121 | -$6,507 | -$6,507 | $38,614 | |
| ELIS | 2020-01-01 | 2020-12-31 | $39,784 | -$15,675 | -$15,675 | $24,109 | |
| EQUINIX, INC. | 2020-01-01 | 2020-12-31 | $337,328 | $168,201 | $168,201 | $505,529 | |
| ESSITY AKTIEBOLAG | 2020-01-01 | 2020-12-31 | $37,765 | $159 | $159 | $37,924 | |
| ESTEE LAUDER COMPANIES, INC. | 2020-01-01 | 2020-12-31 | $407,138 | $498,941 | $498,941 | $906,079 | |
| FIRST AMERICAN FINANCIAL CORP. | 2020-01-01 | 2020-12-31 | $474,038 | -$15,061 | -$15,061 | $458,977 | |
| FISERV, INC. | 2020-01-01 | 2020-12-31 | $470,758 | $107,213 | $107,213 | $577,971 | |
| FIVE BELOW, INC. | 2020-01-01 | 2020-12-31 | $174,108 | -$39,761 | -$39,761 | $134,347 | |
| FORESTAR GROUP, INC. | 2020-01-01 | 2020-12-31 | $416,201 | -$24,670 | -$24,670 | $391,531 | |
| FP CORP. | 2020-01-01 | 2020-12-31 | $55,156 | $13,007 | $13,007 | $68,163 | |
| FUKUI COMPUTER | 2020-01-01 | 2020-12-31 | $34,760 | -$9,028 | -$9,028 | $25,732 | |
| GENERAL DYNAMICS CORP. | 2020-01-01 | 2020-12-31 | $479,131 | $56,611 | $56,611 | $535,742 | |
| GOLDMAN SACHS | 2020-01-01 | 2020-12-31 | $140,216 | -$15,299 | -$15,299 | $124,917 | |
| GRACO, INC. | 2020-01-01 | 2020-12-31 | $162,748 | $890,164 | $890,164 | $1,052,912 | |
| GUIDEWIRE SOFTWARE, INC. | 2020-01-01 | 2020-12-31 | $383,904 | -$29,125 | -$29,125 | $354,779 | |
| HALOZYME THERAPEUTICS, INC. | 2020-01-01 | 2020-12-31 | $542,470 | $55,520 | $55,520 | $597,990 | |
| HEXCEL CORP. | 2020-01-01 | 2020-12-31 | $583,478 | -$132,354 | -$132,354 | $451,124 | |
| HOWMET AEROSPACE, INC. | 2020-01-01 | 2020-12-31 | $397,259 | -$159,966 | -$159,966 | $237,293 | |
| HUNTER DOUGLAS | 2020-01-01 | 2020-12-31 | $38,816 | -$8,037 | -$8,037 | $30,779 | |
| HYATT HOTELS CORP. | 2020-01-01 | 2020-12-31 | $595,734 | -$101,719 | -$101,719 | $494,015 | |
| INSTRUCTURE, INC. | 2020-01-01 | 2020-12-31 | $432,304 | $14,504 | $14,504 | $446,808 | |
| INTACT FINANCIAL CORP. | 2020-01-01 | 2020-12-31 | $47,400 | -$3,960 | -$3,960 | $43,440 | |
| INTEL CORP. | 2020-01-01 | 2020-12-31 | $178,803 | $40,544 | $40,544 | $219,347 | |
| INTERACTIVE BROKERS GROUP, INC. | 2020-01-01 | 2020-12-31 | $850,964 | -$6,266 | -$6,266 | $844,698 | |
| IQVIA HOLDINGS | 2020-01-01 | 2020-12-31 | $158,962 | $125,918 | $125,918 | $284,880 | |
| JPMORGAN CHASE & CO. | 2020-01-01 | 2020-12-31 | $723,570 | -$40,616 | -$40,616 | $682,954 | |
| KAKAU.COM, INC. | 2020-01-01 | 2020-12-31 | $23,301 | -$3,795 | -$3,795 | $19,506 | |
| KEYSIGHT TECHNOLOGIES, INC. | 2020-01-01 | 2020-12-31 | $605,053 | $866,270 | $866,270 | $1,471,323 | |
| KITZ CORP. | 2020-01-01 | 2020-12-31 | $37,947 | -$1,315 | -$1,315 | $36,632 | |
| KLA TENCOR | 2020-01-01 | 2020-12-31 | $721,894 | $549,453 | $549,453 | $1,271,347 | |
| LIBERTY MEDIA CORP. | 2020-01-01 | 2020-12-31 | $800,822 | $63,172 | $63,172 | $863,994 | |
| LONZA GROUP | 2020-01-01 | 2020-12-31 | $56,025 | $26,938 | $26,938 | $82,963 | |
| MARATHON PETROLEUM | 2020-01-01 | 2020-12-31 | $207,717 | -$108,914 | -$108,914 | $98,803 | |
| MARTIN MARIETTA MATERIALS, INC. | 2020-01-01 | 2020-12-31 | $635,207 | $67,814 | $67,814 | $703,021 | |
| MEDALLIA, INC. | 2020-01-01 | 2020-12-31 | $746,076 | -$105,010 | -$105,010 | $641,066 | |
| MERCURY GENERAL CORP. | 2020-01-01 | 2020-12-31 | $166,419 | -$19,999 | -$19,999 | $146,420 | |
| MILLICOM INTERNATIONAL CELL | 2020-01-01 | 2020-12-31 | $23,523 | -$10,516 | -$10,516 | $13,007 | |
| MONDELEZ INTL, INC. | 2020-01-01 | 2020-12-31 | $162,021 | $55,573 | $55,573 | $217,594 | |
| MOODYS CORP. | 2020-01-01 | 2020-12-31 | $326,402 | $185,823 | $185,823 | $512,225 | |
| NEXTERA ENERGY, INC. | 2020-01-01 | 2020-12-31 | $101,333 | $627 | $627 | $101,960 | |
| NUCOR CORP. | 2020-01-01 | 2020-12-31 | $161,807 | $12,914 | $12,914 | $174,721 | |
| NUTRIEN | 2020-01-01 | 2020-12-31 | $43,838 | -$10,875 | -$10,875 | $32,963 | |
| OASIS PETROLEUM, INC. | 2020-01-01 | 2020-12-31 | $2,125 | -$2,125 | -$2,125 | ||
| PAR TECHNOLOGY CORP. | 2020-01-01 | 2020-12-31 | $732,156 | -$168,689 | -$168,689 | $563,467 | |
| PAYPAL HOLDINGS, INC. | 2020-01-01 | 2020-12-31 | $316,543 | -$250 | -$250 | $316,293 | |
| PFIZER, INC. | 2020-01-01 | 2020-12-31 | $208,271 | -$31,019 | -$31,019 | $177,252 | |
| PNC FINANCIAL SEVICES GROUP | 2020-01-01 | 2020-12-31 | $226,563 | -$7,827 | -$7,827 | $218,736 | |
| PPL CORP. | 2020-01-01 | 2020-12-31 | $137,959 | -$19,922 | -$19,922 | $118,037 | |
| PROGRESSIVE CORP. | 2020-01-01 | 2020-12-31 | $390,917 | $212,129 | $212,129 | $603,046 | |
| PTC, INC. | 2020-01-01 | 2020-12-31 | $570,458 | $86,853 | $86,853 | $657,311 | |
| RHEON AUTO MACHINERY | 2020-01-01 | 2020-12-31 | $44,126 | -$15,893 | -$15,893 | $28,233 | |
| ROYAL DUTCH SHELL | 2020-01-01 | 2020-12-31 | $842,285 | -$195,874 | -$195,874 | $646,411 | |
| SHIMA SEIKI | 2020-01-01 | 2020-12-31 | $30,206 | -$1,683 | -$1,683 | $28,523 | |
| SOUTHWEST AIRLINES CO. | 2020-01-01 | 2020-12-31 | $375,039 | $18,907 | $18,907 | $393,946 | |
| SPDR S&P BIOTECH | 2020-01-01 | 2020-12-31 | $96,615 | $12,421 | $12,421 | $109,036 | |
| STARBUCKS CORP. | 2020-01-01 | 2020-12-31 | $116,473 | $81,265 | $81,265 | $197,738 | |
| SVB FINANCIAL GROUP | 2020-01-01 | 2020-12-31 | $369,429 | $40,322 | $40,322 | $409,751 | |
| THOR INDUSTRIES, INC. | 2020-01-01 | 2020-12-31 | $755,949 | $373,985 | $373,985 | $1,129,934 | |
| TJX COMPANIES, INC. | 2020-01-01 | 2020-12-31 | $868,834 | $181,507 | $181,507 | $1,050,341 | |
| TOTAL SA SPONSORED | 2020-01-01 | 2020-12-31 | $191,421 | -$59,964 | -$59,964 | $131,457 | |
| TSUMURA & CO. | 2020-01-01 | 2020-12-31 | $26,785 | $3,002 | $3,002 | $29,787 | |
| VANGUARD MATERIALS ETF | 2020-01-01 | 2020-12-31 | $94,873 | $10,447 | $10,447 | $105,320 | |
| WELLS FARGO & CO. | 2020-01-01 | 2020-12-31 | $652,134 | -$150,293 | -$150,293 | $501,841 | |
| WOODWARD, INC. | 2020-01-01 | 2020-12-31 | $320,685 | -$32,158 | -$32,158 | $288,527 | |
| FEDERATED ULTRASHORT BOND FUND | 2020-01-01 | 2020-12-31 | $240,078 | $1,960 | $1,960 | $242,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,906,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177,611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $177,611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $177,611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $260,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $30 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $410,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $232,469 | OverpaymentAmt |
| Applied To ES Tax | $232,469 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF BLANKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256736429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| KADE L MATTHEWS | ||||||||
| PO BOX 1170 | CLARENDON | TX | 79226 | DIR/CHAIRMAN/CEO/PRESIDENT | 7.00 | $208,000 | $23,250 | $0 |
| JOSEPH EDWIN CANON | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | DIR/EXEC VP/EXEC DIRECTOR | 6.50 | $218,413 | $30,546 | $0 |
| LINDA S BUCKNER | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | VICE PRES/SEC/PROPERTY ADMIN | 5.00 | $136,977 | $30,627 | $0 |
| JEFF BLANKS | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | VICE PRES/TREASURER/CFO | 10.00 | $186,096 | $33,227 | $0 |
| JOHN A MATTHEWS JR | ||||||||
| 3020 LOOP 306 A | SAN ANGELO | TX | 76904 | DIRECTOR | 1.00 | $108,333 | $6,250 | $0 |
| LAWRENCE E GILL | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | VICE PRES/SENIOR GRANTS ADMIN | 20.00 | $134,398 | $32,366 | $0 |
| DIXIE MORRIS | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | GRANTS ADMINISTRATOR | 10.00 | $71,516 | $18,331 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 NORTH 3RD STREET | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT AND TAX SERVICES | ServiceTypeTxt |
| Compensation | $66,013 | CompensationAmt |
| 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 | $64,407,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,851,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $103,775,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,034,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,034,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,595,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,438,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,521,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,521,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177,611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177,611 | TotalTaxAmt |
| Distributable Before Adj | $8,344,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,344,335 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,344,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,653,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,653,163 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,653,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,344,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $664,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,628 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $814,350 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,653,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,653,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $691,172 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $691,172 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,178 | 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 | $123,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $123,178 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KADE L MATTHEWS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KADE L MATTHEWS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256736429 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE TAX EXEMPT ENTITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 N 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - HOT FUNDS FOR COMMUNITY & VISITOR DEVELOPMENT PROGRAM | $10,100 | |
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 N 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - YOUNG AUDIENCES | $26,250 | |
| ABILENE CHAMBER OF COMMERCE FOUNDATION | ||||||||
| PO BOX 281 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - 2020 CENSUS | $5,000 | |
| ABILENE CHAMBER OF COMMERCE FOUNDATION | ||||||||
| PO BOX 281 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - ABILENE INDUSTRIAL FOUNDATION | $12,000 | |
| ABILENE CHAMBER OF COMMERCE FOUNDATION | ||||||||
| PO BOX 281 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - 2020 CITY SIDEWALKS | $10,000 | |
| ABILENE CHRISTIAN UNIVERSITY | ||||||||
| 1600 CAMPUS COURT | ABILENE | TX | 79601 | NONE | PC | EDUCATIONAL - MCCALEB FAMILY ENDOWED LYNAY SCHOLARSHIP | $75,000 | |
| ABILENE CHRISTIAN UNIVERSITY | ||||||||
| 1600 CAMPUS COURT | ABILENE | TX | 79601 | NONE | PC | EDUCATIONAL - TAMARA THAXTON MEMORIAL SCHOLARSHIP FUND | $1,500 | |
| ABILENE CRIME STOPPERS | ||||||||
| 450 PECAN ST | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $1,000 | |
| ABILENE EDUCATION FOUNDATION | ||||||||
| 241 PINE ST SUITE 306 | ABILENE | TX | 79601 | NONE | PC | EDUCATIONAL - OPERATING SUPPORT | $10,000 | |
| ABILENE HERITAGE SQUARE INC | ||||||||
| PO BOX 1699 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - LINCOLN MIDDLE SCHOOL RENOVATION | $1,250,000 | |
| ABILENE HERITAGE SQUARE INC | ||||||||
| PO BOX 1699 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - LINCOLN MIDDLE SCHOOL RENOVATION | $750,000 | |
| ABILENE PALM HOUSE INC | ||||||||
| 433 PALM STREET | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - PURCHASE NEIGHBORING HOUSE AS SAFE HOUSE FROM HUMAN TRAFFICKING | $44,000 | |
| ABILENE PHILHARMONIC FOUNDATION | ||||||||
| 1102 NORTH 3RD STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - MATCH FOR NEW SUBSCRIPTIONS | $20,689 | |
| ABILENE PHILHARMONIC FOUNDATION | ||||||||
| 1102 NORTH 3RD STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - 2020 ABILENE GIVES | $2,500 | |
| ABILENE PRESERVATION LEAGUE | ||||||||
| 1174 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - PRESERVE THE FRONT FACADE OF ABILENE COURTS | $5,000 | |
| ADMIRAL NIMITZ FOUNDATION | ||||||||
| 310 EAST AUSTIN STREET | FREDERICKSBURG | TX | 78624 | NONE | PC | CHARITABLE - 2020 DISTINGUISHED SPEAKERS SERIES | $3,000 | |
| ADVOCATES FOR CAMP ABLE | ||||||||
| PO BOX 695 | BUFFALO GAP | TX | 79508 | NONE | PC | CHARITABLE - COMPLETE THE VISION 2020 GOALS | $90,000 | |
| AMARILLO AREA FOUNDATION | ||||||||
| 801 S FILLMORE STREET 700 | AMARILLO | TX | 79101 | NONE | PC | CHARITABLE - THE TURN CENTER - PANHANDLE GIVES | $50,000 | |
| AMERICAN ASSOCIATION OF PRO-LIFE OBSTETRICIANS & GYNECOLOGISTS | ||||||||
| PO BOX 395 | EAU CLAIRE | MI | 49111 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| AMERICAN CONSERVATIVE | ||||||||
| 910 17TH STREET NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | GOVERNMENTAL - OPERATING SUPPORT | $2,500 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $15,000 | |
| AMERICAN STUDIES CENTER | ||||||||
| 1100 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22201 | NONE | PC | CHARITABLE - 2020 VETERAN'S CONFERENCE, WOUNDED WARRIOR EXPERIENCE | $5,000 | |
| AMERICAN VALUES | ||||||||
| 2800 S SHIRLINGTON ROAD | ARLINGTON | VA | 22206 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| AMERICANS UNITED FOR LIFE | ||||||||
| 1150 CONNETICUT AVENUE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE - DR. MILDRED JEFFERSON PRESS PROJECT | $5,000 | |
| AMERICA'S FUTURE FOUNDATION | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| BCFS HEALTH AND HUMAN SERVICES | ||||||||
| 303 S PIONEER DRIVE | ABILENE | TX | 79605 | NONE | PC | CHARITABLE - CONSTRUCTION OF WOMEN'S OUR HOUSE FACILITY | $100,000 | |
| BEN RICHEY BOYS RANCH | ||||||||
| 501 BEN RICHEY DRIVE | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $3,000 | |
| BEN RICHEY BOYS RANCH | ||||||||
| 501 BEN RICHEY DRIVE | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - COVID-19 LOSS OF REVENUE DUE TO CANCELLATION OF FUNDRAISING EVENTS | $3,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||||
| 450 E JOHN CARPENTER FREEWAY SUITE | IRVING | TX | 75062 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $110,000 | 300 |
| BIG COUNTRY CASA | ||||||||
| 3303 NORTH 3RD STREET STE 200 | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $25,000 | |
| BOY SCOUTS OF AMERICA GOLDEN SPREAD COUNCIL | ||||||||
| 3811 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $350 | |
| BOY SCOUTS OF AMERICA TEXAS TRAILS COUNCIL | ||||||||
| 3811 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| BOY SCOUTS OF AMERICA TEXAS TRAILS COUNCIL | ||||||||
| 3811 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - ENDOWMENT CAMPAIGN | $150,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $500 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| CENTER FOR CONTEMPORARY ARTS | ||||||||
| 220 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $50,000 | |
| CENTER FOR EDUCATION REFORM | ||||||||
| 1901 L ST NW 705 | WASHINGTON | DC | 20814 | NONE | PC | EDUCATIONAL - OPERATING SUPPORT | $5,000 | |
| CENTER FOR IMMIGRATION STUDIES | ||||||||
| 1629 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| CENTER FOR INDEPENDENT THOUGHT | ||||||||
| 1420 WALNUT STREET SUITE 1011 | PHILADELPHIA | PA | 19102 | NONE | PC | CHARITABLE - STOSSEL TV AND STOSSEL IN CLASSROOM | $5,000 | |
| CISCO COLLEGE | ||||||||
| 101 COLLEGE HEIGHTS | CISCO | TX | 76437 | NONE | PC | EDUCATIONAL - STUDENT FOOD PANTRY - ABILENE CAMPUS | $2,500 | |
| CITY OF CLARENDON | ||||||||
| 119 S SULLY STREET | CLARENDON | TX | 79226 | NONE | PC | GOVERNMENTAL - VOLUNTEER FIRE DEPARTMENT | $10,000 | |
| CITY OF CLARENDON | ||||||||
| 119 S SULLY STREET | CLARENDON | TX | 79226 | NONE | PC | GOVERNMENTAL - POOL PROJECT | $200,000 | |
| CITY OF CLARENDON | ||||||||
| 313 SULLY STREET | CLARENDON | TX | 79226 | NONE | PC | GOVERNMENTAL - POOL PROJECT | $300,000 | |
| CITY OF GROOM | ||||||||
| 203 BROADWAY | GROOM | TX | 79039 | NONE | PC | GOVERNMENTAL - VOLUNTEER FIRE DEPARTMENT | $5,000 | |
| CITY OF ROTAN | ||||||||
| 302 W SAMMY BAUGH AVE | ROTAN | TX | 79546 | NONE | PC | GOVERNMENTAL - RENOVATIONS OF NEW LIBRARY FACILITY | $15,000 | |
| CITY OF SHAMROCK | ||||||||
| 116 W 2ND STREET | SHAMROCK | TX | 79079 | NONE | PC | GOVERNMENTAL - VOLUNTEER FIRE DEPARTMENT | $2,500 | |
| CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| CLARENDON COLLEGE | ||||||||
| PO BOX 968 | CLARENDON | TX | 79226 | NONE | PC | EDUCATIONAL - DUAL CREDIT PROGRAM | $50,000 | |
| CLASSICAL CHORUS OF ABILENE | ||||||||
| 1420 NORTH 3RD STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $500 | |
| COLEMAN COUNTY YOUTH SPORTS COMPLEX | ||||||||
| 2916 5TH AVE | COLEMAN | TX | 76834 | NONE | PC | CHARITABLE - CONSTRUCTION OF A NEW FACILITY | $50,000 | |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | ||||||||
| 1717 PENNSYLVANIA AVE NW SUITE 1025 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| COMMUNIO FOUNDATION | ||||||||
| 5901 KINGSTOWNE PKWY SUITE 102 | ALEXANDRIA | VA | 22315 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| 850 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - 2020 ABILENE GIVES CAMPAIGN | $5,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| 850 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - ASSIST THE VIEW VFD WITH REIMBURSEMENT OF TIRES AND PARTS | $1,125 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| 850 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - VIEW VFD STATION CONSTRUCTION | $100,000 | |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | NONE | PC | CHARITABLE - ABILENE MATERNAL FETAL MEDICINE CLINIC | $50,000 | |
| DAILY CALLER NEWS FOUNDATION | ||||||||
| 1050 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| DELIVERFUND | ||||||||
| 3800 MAPLE AVE SUITE 500 | DALLAS | TX | 75219 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| DISABILITY RESOURCES INC | ||||||||
| 3602 N CLACK STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - COVID-19 RELATED EXPENSES | $10,000 | |
| EPISCOPAL CHURCH OF THE HEAVENLY REST | ||||||||
| 602 MEANDER STREET | ABILENE | TX | 79602 | NONE | PC | RELIGIOUS - ORGAN RESTORATION | $25,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 E 32ND ST | AUSTIN | TX | 78705 | NONE | PC | GOVERNMENTAL - FORMING LEADERS AT THE FRONTIER CAPITAL CAMPAIGN | $100,000 | |
| EXPLORE AUSTIN | ||||||||
| 1111 W 24TH STREET 201 | AUSTIN | TX | 78705 | NONE | PC | CHARITABLE - 2020 QUEST FOR THE SUMMIT | $25,000 | |
| EXPO CENTER OF TAYLOR COUNTY | ||||||||
| 1700 TX-36 | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - 2021 SAN ANGELO STOCK SHOW SYNDICATE PATRIOT JUNIOR MARKET STEER SHOW | $15,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| FATHER YERMO SCHOOLS CAPITAL CAMPAIGN INC | ||||||||
| 220 WASHINGTON STREET | EL PASO | TX | 799053823 | NONE | PC | EDUCATIONAL - 100 YEAR CELEBRATION MASS | $5,000 | |
| FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES | ||||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| FORT CHADBOURNE FOUNDATION | ||||||||
| 651 FORT CHADBOURNE | BRONTE | TX | 76933 | NONE | PC | CHARITABLE - TO SPONSOR TABLES FOR THE 2020 EVENING WITH A HERO | $4,000 | |
| FOUNDATION FOR CULTURAL REVIEW INC | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE RD STE 300 | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $7,500 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVING | CA | 92618 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| FREEDOM WORKS FOUNDATION | ||||||||
| 400 NORTH CAPITOL STREET NW SUITE | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | 765 |
| FRIENDS FOR LIFE | ||||||||
| 400 OAK STREET SUITE 170 | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| FRONTIER TEXAS INC | ||||||||
| 625 N 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - 2020 BELT SANDER RACES AND PANDEMIC RELIEF | $3,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20009 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| GEORGE W BUSH FOUNDATION | ||||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | PC | CHARITABLE - GEORGE W. BUSH PRESIDENTIAL CENTER CAPITAL CAMPAIGN | $750,000 | |
| GLOBAL SAMARITAN RESOURCES | ||||||||
| 2074 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - CREATE A CHALLENGE FOR THE 2020 END OF YEAR CAMPAIGN | $25,000 | |
| GRACE MUSEUM | ||||||||
| 102 CYPRESS STREET | ABILENE | TX | 796015817 | NONE | PC | CHARITABLE - CHILDREN'S MUSEUM RENOVATION | $20,000 | |
| GROVER NELSON PARK ZOOLOGICAL FOUNDATION | ||||||||
| 2070 ZOO LANE | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - JOURNEY TO MADAGASCAR EXHIBIT | $225,000 | |
| HANDFUL OF CORN COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 4937 VETERANS DRIVE | DALLAS | TX | 75241 | NONE | PC | CHARITABLE - YOUTH STEM CODING PROGRAM | $28,662 | |
| HAPPY TRAILS CHILDREN'S FOUNDATION | ||||||||
| 10755 APPLE VALLEY RD A | APPLE VALLEY | CA | 92308 | NONE | PC | CHARITABLE - TO SPONSOR TODAY'S WILD WEST | $15,000 | |
| HEAL THE CITY FREE CLINIC | ||||||||
| PO BOX 2556 | AMARILLO | TX | 79105 | NONE | PC | MEDICAL - OPERATING SUPPORT | $50,000 | |
| HEARTLAND INSTITUTE | ||||||||
| 3939 NORTH WILKE DRIVE | ARLINGTON HEIGHTS | IL | 60004 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| HISTORIC PARAMOUNT THEATRE INC | ||||||||
| 352 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - NEW PROJECTOR | $22,210 | |
| HISTORIC PARAMOUNT THEATRE INC | ||||||||
| 352 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - ROBERT HOLLADAY MEMORIAL GIFT | $1,500 | |
| HOOVER VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 820 | PAMPA | TX | 79065 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| HUMANITIES TEXAS | ||||||||
| 1410 RIO GRANDE STREET | AUSTIN | TX | 78701 | NONE | PC | CHARITABLE - STILL WATER FOUNDATION'S CHALLENGE FOR THE BYRNE-REED HOUSE ENDOWMENT | $25,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PC | EDUCATIONAL - OPERATING SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 301 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $20,000 | |
| KERR COUNTY CHRISTIAN ACTION COUNCIL | ||||||||
| PO BOX 291832 | KERRVILLE | TX | 78029 | NONE | PC | CHARITABLE - COVID BUDGET SHORTFALL | $10,000 | |
| LEARNING ALLY | ||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| LEFORS VOLUNTEER FIRE AND EMS SERVICES | ||||||||
| 107 N MAIN ST | LEFORS | TX | 79054 | NONE | PC | CHARITABLE - INSULATION OF BUILDING | $6,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE - ALLIE DEL OLMO AND ALIX RIOS STUDENTS OF THE YEAR CAMPAIGN | $5,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | MEDICAL - 2020 POLO ON THE PRAIRIE | $500 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE - PRODUCTION OF CITY JOURNAL | $7,500 | |
| MCLEAN VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 100 N WALDROP PO BOX 212 | MCLEAN | TX | 79057 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| MCMURRY UNIVERSITY | ||||||||
| 1400 SAYLES BLVD | ABILENE | TX | 79697 | NONE | PC | EDUCATIONAL - STUDENT FINANCIAL AID SUPPORT | $50,000 | |
| MEALS ON WHEELS PLUS INC | ||||||||
| 717 N 10TH ST | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - COVID-19 OPERATING SUPPORT | $2,500 | |
| MEDIA RESEARCH CENTER | ||||||||
| 113 SOUTHWEST ST SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| MEDIA RESEARCH CENTER | ||||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| MERCY GATE MINISTRIES | ||||||||
| 3170 JUNCTION HWY | INGRAM | TX | 78025 | NONE | PC | CHARITABLE - MAGDALENE HOUSE SUPPORT - JIM HAYES PROJECT | $10,000 | |
| MOVING PICTURE INSTITUTE | ||||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| MUSEUM OF TEXAS TECH UNIVERSITY | ||||||||
| 3301 4TH STREET | LUBBOCK | TX | 79415 | NONE | PC | EDUCATIONAL - ROLAND SPRINGS RANCH LOCALITY | $14,667 | |
| MUSEUM OF TEXAS TECH UNIVERSITY | ||||||||
| 3301 4TH STREET | LUBBOCK | TX | 79415 | NONE | PC | EDUCATIONAL - ROLAND SPRINGS RANCH LOCALITY | $14,667 | |
| NARCOLEPSY NETWORK | ||||||||
| PO BOX 2178 | LYNNWOOOD | WA | 98036 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $1,000 | |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | ||||||||
| 20 F STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| NATIONAL CENTER ON SEXUAL EXPLOITATION | ||||||||
| 1100 G STREET NW 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| NATIONAL MOUNTED WARFARE FOUNDATION | ||||||||
| 207 3RD STREET SUITE 100 | COPPERAS COVE | TX | 76522 | NONE | PC | CHARITABLE - PHASE I CONSTRUCTION OF THE NATIONAL MOUNTED WARRIOR MUSEUM | $15,000 | |
| NETWORK OF ENLIGHTENED WOMEN INC | ||||||||
| 6501 DEAN ROAD | INDIANAPOLIS | IN | 46220 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| NEW BEGINNINGS | ||||||||
| 2252 S 14TH STREET | ABILENE | TX | 79605 | NONE | PC | CHARITABLE - TO PURCHASE TRANSITIONAL HOUSING | $75,000 | |
| NOAH PROJECT | ||||||||
| 5802 TEXAS AVE | ABILENE | TX | 79605 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $1,500 | |
| OPERATION KINDNESS | ||||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $2,500 | |
| OPPORTUNITY SCHOOL | ||||||||
| 1100 SOUTH HARRISON STREET | AMARILLO | TX | 79101 | NONE | PC | CHARITABLE - CAPITAL CAMPAIGN | $300,000 | |
| PARENTS TELEVISION COUNCIL | ||||||||
| 707 WILSHIRE BLVD ROOM 2075 | LOS ANGELES | CA | 90017 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| PARENTS WHO CARE | ||||||||
| PO BOX 5855 | ABILENE | TX | 79608 | NONE | PC | EDUCATIONAL - 2020 AHS/CHS PROJECT GRADUATION | $2,500 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 624 N GOOD LATIMER EXPY 100 | DALLAS | TX | 75204 | NONE | PC | CHARITABLE - GRANT IN LIEU OF DUES | $3,500 | |
| POTOSI VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 1622 KEY LANE | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - TO COMPLETE ENCLOSING/CLIMATE CONTROL OF OFFICE SPACE | $6,000 | |
| PROJECT VERITAS | ||||||||
| 1214 BOSTON POST ROAD NO 148 | MAMARONECK | NY | 10543 | NONE | PC | CHARITABLE - BE BRAVE, DO SOMETHING CAMPAIGN | $5,000 | |
| RANCHING HERITAGE ASSOCIATION | ||||||||
| 3121 4TH STREET | LUBBOCK | TX | 79409 | NONE | PC | CHARITABLE - 2020 SOMEWHERE WEST OF WALL STREET ADS | $60,000 | |
| REGIONAL VICTIM CRISIS CENTER | ||||||||
| PO BOX 122 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $500 | |
| RESCUE THE ANIMALS | ||||||||
| 4620 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - 2020 DASCHUND RACES | $5,000 | |
| RESCUE THE ANIMALS | ||||||||
| 4620 N 1ST STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - 2020 FUR BALL SPONSOR | $7,500 | |
| SACRED HEART CATHOLIC CHURCH | ||||||||
| 837 JEANETTE STREET | ABILENE | TX | 79602 | NONE | PC | RELIGIOUS - CONSTRUCTION OF A NEW PARISH HALL | $6,000 | |
| SAFE FAMILIES FOR CHILDREN | ||||||||
| 1100 HWY 80 E | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - TO RELAUNCH SAFE FAMILIES IN ABILENE, TX | $50,000 | |
| SALVATION ARMY | ||||||||
| 126 BUTTERNUT STREET | ABILENE | TX | 79602 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $25,000 | |
| SAN ANTONIO ACADEMY OF TEXAS INC | ||||||||
| 117 E FRENCH PLACE | SAN ANTONIO | TX | 78212 | NONE | PC | EDUCATIONAL - OPERATING SUPPORT | $5,000 | |
| SCHREINER UNIVERSITY | ||||||||
| 2100 MEMORIAL BLVD | KERRVILLE | TX | 78028 | NONE | PC | EDUCATIONAL - CREATION OF THE TEXAS CENTER | $75,000 | |
| SHAMROCK MEALS ON WHEELS | ||||||||
| 205 E 2ND STREET | SHAMROCK | TX | 79079 | NONE | PC | CHARITABLE - KITCHEN BURNED | $10,000 | |
| SILVER SPURS ALUMNI ASSOCIATION INC | ||||||||
| 8341 DOE MEADOW DRIVE | AUSTIN | TX | 78749 | NONE | PC | CHARITABLE - NEIGHBORHOOD LONGHORNS PROGRAM | $10,000 | |
| SMITHSONIAN | ||||||||
| SI BUILDING | WASHINGTON | DC | 20560 | NONE | PC | CULTURAL - OPERATING SUPPORT | $1,000 | |
| SOUTHEASTERN GUIDE DOGS INC | ||||||||
| 4210 77TH STREET E | PALMETTO | FL | 34221 | NONE | PC | CHARITABLE - 2020 OPERATING SUPPORT | $15,000 | |
| ST JOHN'S EPISCOPAL SCHOOL | ||||||||
| 1600 SHERMAN DRIVE | ABILENE | TX | 79605 | NONE | PC | EDUCATIONAL - OPERATING SUPPORT | $5,000 | |
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||
| 8134 MESA DRIVE | AUSTIN | TX | 78759 | NONE | PC | RELIGIOUS - RICK LAND/ MUSIC & PRESCHOOL PROGRAM | $20,000 | |
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||
| 8134 MESA DRIVE | AUSTIN | TX | 78759 | NONE | PC | RELIGIOUS - COMPLETION OF ACTIVITY/LEARNING CENTER | $15,000 | |
| STATE POLICY NETWORK | ||||||||
| 2020 NORTH 14TH ST STE 250 | ARLINGTON | VA | 22201 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $1,500 | |
| STONE OWL INSTITUTE INC | ||||||||
| 102 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - HONORARIUM TO JAY MOORE | $10,000 | |
| SWENSON HOUSE HISTORICAL SOCIETY | ||||||||
| 1726 SWENSON STREET | ABILENE | TX | 79603 | NONE | PC | CHARITABLE - APPLICATION OF CRUSHED GRANITE ON WALKWAYS AND REPLACING HANDRAILS | $4,250 | |
| TAX FOUNDATION | ||||||||
| 1325 G STREET NM | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - SCHOOL OF MUSIC PERFORMANCE HALL | $200,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - TCU AND UNTHSC SCHOOL OF MEDICINE | $200,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - KINDERFROGS | $25,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - SCHOOL OF MUSIC PERFORMANCE HALL | $200,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - TCU AND UNTHSC SCHOOL OF MEDICINE | $200,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | NONE | PC | GOVERNMENTAL - PRODUCTION OF TEXAS HISTORY VIDEO SERIES | $25,000 | |
| TEXAS RAMP PROJECT | ||||||||
| 05937-019-0071 | SAN ANTONIO | TX | 78233 | NONE | PC | CHARITABLE - SUPPLIES TO ALLOW LOCAL VOLUNTEERS TO BUILD EIGHT RAMPS IN ABILENE | $5,000 | |
| TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION | ||||||||
| 964 JC KELLAM | SAN MARCOS | TX | 78666 | NONE | PC | EDUCATIONAL - WITTLIFF COLLECTIONS "THE HISTORY OF RANCHING" MURAL INSTALLATION | $5,000 | |
| TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER | ||||||||
| 3601 4TH STREET | LUBBOCK | TX | 79430 | NONE | PC | EDUCATIONAL - 2020 AMARILLO POWER OF THE PURSE LUNCHEON | $2,500 | |
| TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER | ||||||||
| 3601 4TH STREET | LUBBOCK | TX | 79430 | NONE | PC | EDUCATIONAL - 2021 AMARILLO POWER OF THE PURSE | $1,000 | |
| TOP THREE ASSOCIATION | ||||||||
| 158 AVE B | ABILENE | TX | 79607 | NONE | PC | CHARITABLE - ANNUAL AWARDS BANQUET | $1,500 | |
| TRAINING GROUND | ||||||||
| 4242 EAST LAKE ROAD | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $5,000 | |
| UNITED WAY OF ABILENE | ||||||||
| 240 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - 2021 CAMPAIGN | $50,000 | |
| WAYLAND BAPTIST UNIVERSITY | ||||||||
| 1900 WEST 7TH ST | PLAINVIEW | TX | 79072 | NONE | PC | EDUCATIONAL - VOLLEYBALL PROGRAM | $25,000 | |
| WORLD CRANIOFACIAL FOUNDATION | ||||||||
| 7777 FOREST LANE C | DALLAS | TX | 75230 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $17,500 | |
| WREATHS ACROSS AMERICA | ||||||||
| 4582 KINGWOOD DR 247 | KINGWOOD | TX | 77345 | NONE | PC | CHARITABLE - WREATHS FOR ABILENE VETERANS CEMETERY | $1,000 | |
| YMCA | ||||||||
| 3125 S 32ND STREET | ABILENE | TX | 79605 | NONE | PC | CHARITABLE - RENOVATION AND EXPANSION OF REDBUD FACILITY | $425,000 | |
| YOUNG LIFE | ||||||||
| 1140 N 2ND ST | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $15,000 | |
| YOUNG LIFE AMARILLO | ||||||||
| PO BOX 9277 | AMARILLO | TX | 79105 | NONE | PC | CHARITABLE - EXPAND INTO NEW SCHOOLS IN AMARILLO | $5,000 | |
| YOUNG LIFE AMARILLO | ||||||||
| PO BOX 9277 | AMARILLO | TX | 79105 | NONE | PC | CHARITABLE - OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,478,470 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE HERITAGE SQUARE INC | |||||||
| PO BOX 1699 | ABILENE | TX | 79604 | NONE | PC | CHARITABLE - LINCOLN MIDDLE SCHOOL RENOVATION | $3,000,000 |
| COMMUNITY FOUNDATION OF ABILENE | |||||||
| 850 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - FLOURISHNOW ENDOWMENT | $250,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| 501 E 32ND ST | AUSTIN | TX | 78705 | NONE | PC | GOVERNMENTAL - FORMING LEADERS AT THE FRONTIER CAPITAL CAMPAIGN | $400,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - SCHOOL OF MUSIC PERFORMANCE HALL | $600,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - TCU AND UNTHSC SCHOOL OF MEDICINE | $600,000 |
| TEXAS TECH FOUNDATION | |||||||
| 1508 KNOXVILLE AVENUE STE 315 | LUBBOCK | TX | 79409 | NONE | PC | CHARITABLE - SCHOOL OF VETERINARY MEDICINE | $2,250,000 |
| WEST TEXAS A&M UNIVERSITY FOUNDATION | |||||||
| 2501 4TH AVENUE | CANYON | TX | 79016 | NONE | PC | CHARITABLE - TO FUND A CHAIR IN COW-CALF MANAGEMENT | $750,000 |
| WEST TEXAS A&M UNIVERSITY FOUNDATION | |||||||
| 2501 4TH AVENUE | CANYON | TX | 79016 | NONE | PC | CHARITABLE - HALEY FAMILY WESTERN HERITAGE PROGRAM | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,010,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,885 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,173,290 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,962,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,906,409 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME-UBI PORTION | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $133,811 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $133,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,049,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,183,026 | 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 | AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $66,013 | Amt |
| Net Investment Income | $47,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,154 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD, INC. | $96,321 | $122,655 |
| ADOBE, INC. | $258,092 | $515,124 |
| ADVANCED MICRO DEVICES, INC. | $246,756 | $341,345 |
| ALEXION PHARMACEUTICALS | $290,082 | $373,882 |
| ALPHABET, INC. | $1,223,108 | $1,794,703 |
| ALTERYX, INC. | $216,622 | $218,857 |
| AMAZON | $279,461 | $895,656 |
| AMEN PROPERTIES | $115,659 | $298,147 |
| AMERICAN CAMPUS COMMUNITIES | $267,092 | $269,494 |
| AMERICAN ELECTRIC POWER CO. | $160,641 | $195,518 |
| AMERICAN TOWER CORP. | $251,545 | $268,903 |
| AMGEN, INC. | $342,420 | $448,114 |
| APACHE | $459,773 | $68,481 |
| APPLE COMPUTER, INC. | $458,552 | $1,551,809 |
| APTIV | $496,502 | $886,233 |
| BALL CORP. | $332,725 | $469,907 |
| BLACKROCK, INC. | $222,642 | $389,632 |
| BLACKSTONE GROUP, LP | $588,895 | $760,610 |
| BOOKING HOLDINGS, INC. | $222,889 | $269,500 |
| BROADCOM | $364,455 | $494,771 |
| CAMDEN PROPERTY TRUST | $117,803 | $130,695 |
| CATALENT, INC. | $516,664 | $904,576 |
| CENTENE | $292,449 | $347,994 |
| CHEVRON CORP. | $430,322 | $355,535 |
| CISCO SYSTEMS | $341,464 | $456,226 |
| CLARIVATE ANALYTICS | $429,439 | $739,036 |
| COCA COLA | $345,526 | $415,907 |
| CONCHO RESOURCES, INC. | $2,655,979 | $2,708,432 |
| CVS HEALTH | $385,877 | $375,855 |
| DANAHER CORP. | $543,864 | $956,091 |
| EARTHSTONE ENERGY, INC. | $545,195 | $129,684 |
| EATON CORP. | $152,193 | $267,312 |
| ELECTRONIC ARTS | $100,464 | $139,005 |
| EQUINIX, INC. | $206,218 | $309,954 |
| ESTEE LAUDER COMPANIES, INC. | $75,372 | $288,550 |
| FACEBOOK, INC. | $951,066 | $1,193,436 |
| FIRST BANKSHARES, TEXAS | $120,596 | $924,256 |
| FIRST FINANCIAL BANKSHARES | $556,775 | $20,258,000 |
| HALOZYME THERAPEUTICS, INC. | $591,196 | $885,464 |
| HOME DEPOT | $159,997 | $280,760 |
| HONEYWELL INTERNATIONAL, INC. | $502,873 | $709,355 |
| INTUIT, INC. | $443,220 | $548,503 |
| INTUITIVE SURGICAL, INC. | $244,318 | $384,507 |
| INVITATION HOMES, INC. | $117,802 | $123,641 |
| IQVIA HOLDINGS | $806,063 | $1,170,338 |
| JOHNSON & JOHNSON | $361,978 | $479,694 |
| JPMORGAN CHASE & CO. | $366,328 | $596,848 |
| KIMBELL ROYALTY PARTNERS | $280,476 | $82,304 |
| KLA TENCOR | $118,861 | $278,328 |
| LAM RESEARCH CORP. | $96,204 | $211,105 |
| LOCKHEED MARTIN | $296,113 | $396,868 |
| LULULEMON ATHLETICA, INC. | $180,599 | $251,278 |
| MAIN STREET CAPITAL | $1,151,186 | $3,029,452 |
| MARKETAXESS HOLDINGS, INC. | $227,275 | $288,703 |
| MASTERCARD | $317,832 | $422,617 |
| MCDONALDS CORP. | $198,457 | $313,287 |
| MEDTRONIC | $391,722 | $550,207 |
| MERCK & CO. | $403,989 | $548,551 |
| MICROSOFT CORP. | $1,420,210 | $2,640,571 |
| MONDELEZ INTL, INC. | $295,119 | $402,215 |
| NETFLIX | $92,097 | $136,805 |
| NEXTERA ENERGY, INC. | $170,389 | $220,032 |
| NIKE | $295,300 | $569,417 |
| NOVARTIS | $328,938 | $404,255 |
| NVIDIA CORP. | $148,161 | $314,887 |
| OASIS PETROLEUM, INC. | $124,334 | $0 |
| PALO ALTO NETWORKS, INC. | $919,099 | $1,468,116 |
| PAYPAL HOLDINGS, INC. | $317,374 | $407,508 |
| PEPSICO, INC. | $285,000 | $405,749 |
| QUALCOMM | $570,176 | $1,570,930 |
| ROPER TECHNOLOGIES, INC. | $147,669 | $189,680 |
| SALESFORCE.COM, INC. | $912,400 | $1,185,640 |
| SHERWIN WILLIAMS CO. | $615,755 | $777,535 |
| SOUTHWEST AIRLINES CO. | $499,567 | $501,990 |
| SPDR S&P BIOTECH | $584,260 | $804,839 |
| SPLUNK, INC. | $191,375 | $205,907 |
| STARBUCKS CORP. | $904,840 | $1,341,422 |
| STORE CAPITAL CORP. | $171,768 | $234,802 |
| TEXAS PACIFIC LAND CORP. | $1,187,330 | $1,817,500 |
| THE WALT DISNEY CO. | $325,606 | $554,592 |
| TOTAL SA SPONSORED | $221,636 | $209,550 |
| TWITTER, INC. | $613,799 | $1,014,230 |
| UNITEDHEALTH GROUP, INC. | $182,445 | $234,254 |
| VERIZON COMMUNICATIONS | $263,498 | $297,216 |
| VISA, INC. | $650,174 | $958,912 |
| WELLS FARGO & CO. | $836,196 | $1,155,622 |
| ZILLOW GROUP, INC. | $155,062 | $315,803 |
| FEDERATED ULTRASHORT BOND FUND | $52,929 | $53,264 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABILENE ALLDALE II PARTNERS | FMV | $2,442 | $0 |
| ABILENE ALLDALE III PARTNERS | FMV | $272,835 | $194,637 |
| ABILENE ALLDALE IV PARTNERS | FMV | $248,654 | $202,548 |
| ABILENE EF MIDSTREAM IV PARTNERS | FMV | $498,199 | $864,376 |
| ABILENE ENCAP FUND XI PARTNERS | FMV | $249,846 | $436,266 |
| ABILENE MARTICA PARTNERS I LP | FMV | $380,440 | $366,020 |
| ABILENE PENNYBACKER IV PARTNERS | FMV | $435,102 | $622,886 |
| ABILENE PERMIAN I PARTNERS, LP | FMV | $1,188,912 | $1,717,367 |
| ABILENE PERMIAN LANDS, LP | FMV | $269,311 | $260,904 |
| ABILENE TAILWATER MIDSTREAM III PARTNERS | FMV | $316,650 | $2,347,054 |
| ANCOR PF XI LLC | FMV | $218,735 | $376,270 |
| ANCOR PF XII LLC | FMV | $249,805 | $589,069 |
| ARTIS VENTURES XII SPV | FMV | $631,656 | $766,831 |
| CENTRAL PARK 91 LTD | FMV | $30,565 | $99,403 |
| DJ-LEGACY PARTNERS | FMV | $352,178 | $7,955,207 |
| DJ-PEI PARTNERS | FMV | $11,252,610 | $16,732,540 |
| HOG PARTNERSHIP LP | FMV | $56,131 | $303,758 |
| HUMANA WEST LTD | FMV | $5,295 | $21,212 |
| KSL PARTNERS | FMV | $5,455,227 | $6,898,544 |
| KSL REALTY HOLDINGS | FMV | $153,446 | $152,875 |
| MDJ MINERALS LLP | FMV | $21,622 | $45,000,000 |
| SFF ROYALTY LLC | FMV | $2,604 | $359,193 |
| SOFTSEARCH INVESTMENT, LP | FMV | $6,252,294 | $2,464,893 |
| SOFTVEST, LP | FMV | $1,624,003 | $15,030,953 |
| TEJON KIMBELL PARTNERS I | FMV | $1,141 | $0 |
| TEJON SILVER HILL PARTNERS II, LP | FMV | $12,374 | $12,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL | CategoryTxt |
| Legal Fees | $1,998 | LegalFeesAmt |
| Net Investment Income | $1,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $549 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM KICKAPOO SPRINGS FOUNDATION | $606,854 | $221,201 | $221,201 |
| DUE FROM KARAKIN FOUNDATION | $0 | $277,584 | $277,584 |
| DUE FROM OTHER FOUNDATIONS | $30,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES | $13,461 |
| BASIS ADJUSTMENT FROM PASSTHROUGH | $11,912 |
| HISTORIC TAX CREDIT DECREASE IN PASSTHROUGH BASIS | $7,318 |
| AT-RISK LIMITATION - DJ-PEI | $12,290 |
| STOCK BASIS REMOVAL - COMPLETE DISPOSITION | $20 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN COST REIMBURSEMENT - KSF OFFICE EXPENSES | -$379,647 | -$275,244 | -$104,403 |
| ADMIN COST REIMBURSEMENT - KSF SALARY EXPENSES | -$504,991 | -$366,119 | -$138,872 |
| ADMIN COST REIMBURSEMENT - KARAKIN OFFICE EXPENSES | -$191,314 | -$138,703 | -$52,611 |
| ADMIN COST REIMBURSEMENT - KARAKIN SALARY EXPENSES | -$254,480 | -$187,498 | -$69,982 |
| INVESTMENT FEES | $262,430 | $262,430 | $0 |
| UTILITIES | $6,957 | $5,044 | $1,913 |
| POSTAGE | $3,290 | $2,385 | $905 |
| BANK FEES | $421 | $305 | $116 |
| PARKING | $2,533 | $1,836 | $697 |
| AUTO EXPENSE | $1,422 | $1,031 | $391 |
| COMPUTER & SOFTWARE EXPENSE | $65,204 | $47,273 | $17,931 |
| CONFERENCE & WORKSHOP EXPENSE | $1,733 | $1,256 | $477 |
| MEALS & ENTERTAINMENT | $2,704 | $980 | $744 |
| OFFICE EXPENSE | $7,687 | $5,573 | $2,114 |
| DUES EXPENSE | $1,257 | $911 | $346 |
| SUBSCRIPTIONS | $2,834 | $2,055 | $779 |
| PROPERTY INSURANCE | $1,545 | $1,120 | $425 |
| LIFE INSURANCE FBO EMPLOYEES | $110,110 | $79,830 | $30,280 |
| TRAVEL | $6,754 | $4,897 | $1,857 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $7,959,237 | $7,959,237 | $7,959,237 |
| CLASS ACTION SETTLEMENT INCOME | $261 | $261 | $261 |
| FOREIGN TAX RECLAIM | $3,133 | $3,133 | $3,133 |
| PARTNERSHIP INCOME-UBI PORTION | $133,811 | $0 | $133,811 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX-EXEMPT INCOME | $12,992 |
| PERCENTAGE DEPLETION IN EXCESS OF BASIS | $53,423 |
| ACCRUAL TO CASH CONTRIBUTION ADJUSTMENT | $53 |
| DEPLETION W/ BASIS NOT INCLUDED IN PARTNERSHIP BOOK INCOME | $3,982 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $13,820 | BOYBookValueAmt |
| EOY Book Value | $17,905 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME & EXCISE TAX | $310,030 | $0 | $0 |
| STATE TAXES | $400 | $0 | $0 |
| PAYROLL TAXES | $88,773 | $64,360 | $24,413 |