E Paul & Helen Buck Waggoner Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- E Paul & Helen Buck Waggoner Foundation (EIN 75-1243683)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-08-19
- IRS object ID
- 202142319349101509
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-19T13:40:38-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810753316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moore Truelove Pharis Meyers Marsh PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1331 | AddressLine1Txt |
| City | Vernon | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751243683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E Paul & Helen Buck Waggoner Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPAU | BusinessNameControlTxt |
| Phone | 9405522521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2130 | AddressLine1Txt |
| City | Vernon | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76385 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gene Willingham | PersonNm |
| Person Title | Sec/Treasurer | PersonTitleTxt |
| Phone | 9405522551 | PhoneNum |
| Signature | 2021-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gene | PersonFirstNm |
| Person Last | Willingham | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael C Moore | PreparerPersonNm |
| PTIN | P00070782 | PTIN |
| Phone | 9405525481 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $5,683,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $116,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $657,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,322 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $125,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $371 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,345 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $238,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $238,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,345 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $104,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,251 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,502,105 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,075,144 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,140,528 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,847,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,090,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,419,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,454,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,288,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,683,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,973,788 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,973,788 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $480,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $315,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,454,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,288,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,454,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,288,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,454,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,314,770 | SubtotalAmt |
| Other Decreases | $25,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,288,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Granite UT SD | 2011-09-09 | 2020-06-01 | $200,000 | $225,212 | $0 | $0 |
| Wyandotte County KS | 2020-09-01 | $150,000 | $150,694 | $0 | $0 | |
| Kirkland WA BAB | 2020-12-02 | $50,000 | $50,326 | -$326 | -$326 | |
| Berkshire Hathaway Fin | 2014-09-15 | 2021-03-08 | $257,400 | $250,224 | $7,176 | $7,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $662 | OverpaymentAmt |
| Applied To ES Tax | $662 | 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 | Gene Willingham | IndividualWithBooksNm |
| Phone | 9405522521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 Highland Park Drive | AddressLine1Txt |
| City | Vernon | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76384 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Helen Willingham | ||||||||
| P O Box 2130 | Vernon | TX | 76385 | President | 1.00 | $0 | $0 | $0 |
| Electra Moulder | ||||||||
| P O Box 2130 | Vernon | TX | 76385 | Vice President | 1.00 | $0 | $0 | $0 |
| Gene Willingham | ||||||||
| P O Box 2130 | Vernon | TX | 76385 | Sec/Treasurer | 1.00 | $0 | $0 | $0 |
| Bill Moulder | ||||||||
| P O Box 2130 | Vernon | TX | 76385 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,018,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,289,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,289,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,210,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,338 | TotalTaxAmt |
| Distributable Before Adj | $259,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,193 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,343 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $245,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $245,343 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,770 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,770 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $252,620 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gene Willingham | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2130 | AddressLine1Txt |
| City | Vernon | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9405522521 | RecipientPhoneNum |
| Form And Info And Materials | All applications should be clearly written or typed and should include a full explanation of its purpose and intent to enable the officers of the foundation to determine the worthiness of its need and that a charitable contributation to the applicant would be in accordance with the charitable, educational, scientific, literary and religious purposes as set forth in 'Articel 1, Sction 1 of the Bylaws of the Foundation. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADERA Foundation | ||||||
| 2901 Riveglen Drive | Fort Worth | TX | 76100 | None | Annual Fund | $5,000 |
| All Saints Episcopal School | ||||||
| 9700 Saints Circle | Fort Worth | TX | 76108 | None | Educational-Annual Fund | $20,000 |
| American Red Cross | ||||||
| 1809 5th St | Wichita Falls | TX | 76301 | None | Charity-General Fund | $500 |
| Boys and Girls Club | ||||||
| P O Box 1785 | Vernon | TX | 76385 | None | Educational-General Fund | $20,000 |
| Christ Chapel Bible Church | ||||||
| 3701 Birchman Ave | Fort Worth | TX | 76107 | None | Charity-General Fund | $4,000 |
| Cook Children's Hospital | ||||||
| 801 Seventh Ave | Fort Worth | TX | 76104 | None | Annual Fund | $5,000 |
| Covenant Classical School | ||||||
| 1701 Wind Star Way | Fort Worth | TX | 76108 | None | Educational-General Fund | $40,000 |
| Faith Refuge | ||||||
| 710 E Hatton Road | Wichita Falls | TX | 76302 | None | Charity - General Fund | $5,000 |
| First United Methodist Church Needy Fund | ||||||
| 3029 Wilbarger St | Vernon | TX | 76384 | None | Charity - General Fund | $6,000 |
| Grace Church | ||||||
| 5214 Stone Lake Drive | Wichita Falls | TX | 76310 | None | Charity - General Fund | $5,000 |
| Hospice of Wichita Falls | ||||||
| P O Box 4804 | Wichita Falls | TX | 76308 | None | Charity-General Fund | $2,000 |
| Meal on Wheels | ||||||
| 4400 Augusta St | Vernon | TX | 76384 | None | Charity-General Fund | $1,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | None | Educational - Scholarship | $20,000 |
| Optimist International Foundation | ||||||
| 4494 Lindell Blvd | St Louis | MO | 63108 | None | Charity-General Fund | $500 |
| Pregnancy Help Center | ||||||
| 2101 Yucca Lane | Vernon | TX | 76384 | None | Charity-General Fund | $500 |
| Proclaim International | ||||||
| PO Box 56888 | Jacksonville | FL | 32241 | None | Charity-General Fund | $25,000 |
| Rathgeber Hospitality House | ||||||
| 1615 Twelfth St | Wichita Falls | TX | 76301 | None | Charity-General Fund | $1,000 |
| Red River Valley Museum | ||||||
| P O Box 2004 | Vernon | TX | 76385 | None | Educational-General Fund | $5,385 |
| Salvation Army of Vernon | ||||||
| 3029 Wilbarger St/PO Box 426 | Vernon | TX | 76384 | None | Charity-General Fund | $500 |
| Texoma Alliance to Stop Abuse | ||||||
| 1900 Pease Street Suite 507 | Vernon | TX | 76384 | None | Annual Fund | $3,885 |
| Union Gospel Mission of Tarrant County | ||||||
| PO Box 1957 | Fort Worth | TX | 76101 | None | Charity-General Fund | $25,000 |
| United Samaritan Services of Vernon | ||||||
| 1708 Main | Vernon | TX | 76384 | None | Charity-General Fund | $2,000 |
| United Way (Wilbarger United Fund) | ||||||
| PO Box 1331 | Vernon | TX | 76385 | None | Charity-General Fund | $1,000 |
| United Regional Foundation | ||||||
| 1600 Eleventh Street | Wichita Falls | TX | 76301 | None | Charity - General Fund | $2,000 |
| Vernon College Foundation | ||||||
| 4400 College Drive | Vernon | TX | 76384 | None | Educational-Scholarship | $15,000 |
| Volunteer Fire Dept Fund WFACF | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | None | Annual Fund | $10,000 |
| Volunteer Service Council of North Texas | ||||||
| P O Box 2231 | Vernon | TX | 76385 | None | Charity-General Fund | $500 |
| Wichita Falls Area Food Bank | ||||||
| 1230 Midwestern Parkway | Wichita Falls | TX | 76302 | None | Charity - General Fund | $10,000 |
| Wilbarger County Child Welfare | ||||||
| P O Box 1066 | Vernon | TX | 76385 | None | Charity-General Fund | $2,500 |
| Wilbarger County Humane Society | ||||||
| P O Box 1665 | Vernon | TX | 76385 | None | Charity-General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $238,770 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,429 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,601 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $371 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,075,144 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,140,528 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Corporate Bonds | AT COST | $246,818 | $269,321 |
| Exchange Traded Funds | AT COST | $2,843,551 | $4,150,076 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unamortized premium on matured municipal bonds | Desc |
| Amt | $25,906 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Safe Deposit Box | $75 | $67 | $0 |
| Office & Administration | $20,932 | $12,405 | $6,202 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty income | Desc |
| Revenue And Expenses Per Books | $2,322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,322 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Asset Management Fees | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,133 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax of investment in come | CategoryTxt |
| Amt | $1,904 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |