E Paul & Helen Buck Waggoner Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- E Paul & Helen Buck Waggoner Foundation (EIN 75-1243683)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-07-14
- IRS object ID
- 202001969349101315
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T11:50:00-05:00 | ReturnTs |
| Tax Period End | 2020-04-30 | 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 | 2019-05-01 | 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 | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael C Moore | PreparerPersonNm |
| PTIN | P00070782 | PTIN |
| Phone | 9405525481 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,709,811 | 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 | $127,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,841 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,841 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $129,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,373 | 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 | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $332 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,071 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,419 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101 | CashBOYAmt |
| Cash EOY | $101 | CashEOYAmt |
| Cash EOYFMV | $101 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,917 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,610,893 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,502,105 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,546,502 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,843,466 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,847,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,058,291 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,585,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,454,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,709,811 | 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 | $612,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $480,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,585,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,454,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,585,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,454,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,585,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,454,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,454,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Dallas TX BAB | P | 2012-11-15 | 2020-02-15 | $50,000 | $52,138 | -$2,138 | -$2,138 |
| Call North Texas Water | P | 2012-02-16 | 2019-09-01 | $50,000 | $53,861 | -$3,861 | -$3,861 |
| JP Morgan | P | 2017-03-15 | 2020-03-03 | $200,300 | $197,040 | $3,260 | $3,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $246,202 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,861,747 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $243,535 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,967,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,002,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,140,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $266,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,276,851 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050484 | DistributionYr5Rt |
| Total Distribution | 0.254071 | TotalDistributionRt |
| Average Distribution | 0.050814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,945,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $251,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $992 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $96 | OverpaymentAmt |
| Applied To ES Tax | $96 | 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 | 1700 Deaf Smith | 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 | $4,803,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,020,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,020,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,945,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,984 | TotalTaxAmt |
| Distributable Before Adj | $245,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $241,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,566 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,566 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,509 | 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 | $238,770 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| All Saints Episcopal School | ||||||
| 9700 Saints Circle | Fort Worth | TX | 76108 | None | Educational-Building Fund | $23,783 |
| American Red Cross | ||||||
| 1809 5th St | Wichita Falls | TX | 76301 | None | Charity-General Fund | $1,000 |
| Boys and Girls Club | ||||||
| P O Box 1785 | Vernon | TX | 76385 | None | Educational-General Fund | $20,000 |
| Christ Chapel Church | ||||||
| 3701 Birchman Ave | Fort Worth | TX | 76107 | None | Charity-General Fund | $10,000 |
| Covenant Classical School | ||||||
| 1701 Wind Star Way | Fort Worth | TX | 76108 | None | Charity-General Fund | $20,000 |
| Faith Refuge | ||||||
| 710 E Hatton Road | Wichita Falls | TX | 76302 | None | Charity - General Fund | $5,000 |
| Episcopal School of Dallas | ||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Educational Endowment | $25,000 |
| 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 | $2,500 |
| 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 |
| Opportunity Plan Inc | ||||||
| PO Box 1035 | Canyon | TX | 79015 | None | Educational - Scholarship | $2,000 |
| Optimist International Foundation | ||||||
| 4494 Lindell Blvd | St Louis | MO | 63108 | None | Charity-General Fund | $1,000 |
| Pregnancy Help Center | ||||||
| 2101 Yucca Lane | Vernon | TX | 76384 | None | Charity-General Fund | $1,000 |
| Proclaim International | ||||||
| PO Box 56888 | Jacksonville | FL | 32241 | None | Charity-General Fund | $20,000 |
| Rathgeber Hospitality House | ||||||
| 1615 Twelfth St | Wichita Falls | TX | 76301 | None | Charity-General Fund | $2,500 |
| Red River Valley Museum | ||||||
| P O Box 2004 | Vernon | TX | 76385 | None | Educational-General Fund | $6,000 |
| Salvation Army of Vernon | ||||||
| 3029 Wilbarger St/PO Box 426 | Vernon | TX | 76384 | None | Charity-General Fund | $1,000 |
| Tarrant Area Food Bank | ||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | None | Charity - General Fund | $6,283 |
| Union Gospel Mission of Tarrant County | ||||||
| PO Box 1957 | Fort Worth | TX | 76101 | None | Charity-General Fund | $20,000 |
| United Regional Foundation | ||||||
| 1600 Eleventh Street | Wichita Falls | TX | 76301 | Charity - General Fund | $2,500 | |
| United Samaritan Services of Vernon | ||||||
| 1708 Main | Vernon | TX | 76384 | None | Charity-General Fund | $4,000 |
| United Way | ||||||
| PO Box 1331 | Vernon | TX | 76385 | None | Charity-General Fund | $1,000 |
| Vernon College Foundation | ||||||
| 4400 College Drive | Vernon | TX | 76384 | None | Educational-Scholarship | $15,000 |
| 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 | $13,000 |
| Wilbarger County Child Welfare | ||||||
| P O Box 1066 | Vernon | TX | 76385 | None | Charity-General Fund | $5,000 |
| 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 | $234,566 | 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 | $127,719 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,821 | 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 | $1,150 | Amt |
| Net Investment Income | $665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $332 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,502,105 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,546,502 | 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 | $497,325 | $533,887 |
| Exchange Traded Funds | AT COST | $2,350,052 | $2,524,404 |
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 | $65 | $0 |
| Office & Administration | $21,476 | $12,354 | $6,177 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty income | Desc |
| Revenue And Expenses Per Books | $4,841 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,841 | 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 | $2,071 | 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 | $1,573 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |