JOSEPHINE ANDERSON CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE ANDERSON CHARITABLE TRUST (EIN 75-1469596)
- Tax period
- 2019-03-01 to 2020-02-28
- Filed
- 2020-06-30
- IRS object ID
- 202011829349100811
- Schema version
- 2019v5.0
- 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 Bonds Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T10:09:10-05:00 | ReturnTs |
| Tax Period End | 2020-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263195732 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNOR MCMILLON MITCHELL & SHENNUM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE ST STE 600 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751469596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE ANDERSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8063788376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8063788376 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CONNOR | PreparerPersonNm |
| PTIN | P00005727 | PTIN |
| Phone | 8063736661 | PhoneNum |
| Preparation | 2020-06-24 | PreparationDt |
| 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 | $7,181,257 | 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 | $188,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,275,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $257,878 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,807 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,807 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $460,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $460,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,661 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,284 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,627 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,201 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,598 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,356,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,442,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,564,081 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $17 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $17 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $17 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $42,402 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,223,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,154,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,479,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,680,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,692,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,181,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,680,321 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,692,155 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,680,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,680,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,692,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,680,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,692,155 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VAR. SALES SHORT TERM (SEE STMT 9) | P | $221,058 | $219,388 | $1,670 | $1,670 |
| VAR. SALES LONG TERM (SEE STMT 9) | P | $2,002,837 | $1,798,131 | $204,706 | $204,706 |
| LITIGATION SETTLEMENT PROCEEDS | P | $859 | $859 | $859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $257,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,670 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $504,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,121,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $454,714 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,408,406 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $476,343 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,141,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $472,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,427,065 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063634 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,881,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058568 | DistributionYr5Rt |
| Total Distribution | 0.321062 | TotalDistributionRt |
| Average Distribution | 0.064212 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,188,576 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $461,593 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $465,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,911 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,698 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,698 | SubtotalAmt |
| Tax Based On Investment Income | $8,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,832 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,832 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,866 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO NATIONAL BANK TRUST DEPT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063788376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,945 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE - ORGANIZATION IS A GRANT MAKING ENTITY ONLY. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,175,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,402 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,298,047 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,298,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,188,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,698 | TotalTaxAmt |
| Distributable Before Adj | $350,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $350,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $350,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,911 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $418,911 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $418,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,731 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $24,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $395,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,911 | QualifyingDistributionsAmt |
| Applied To Current Year | $350,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $463,654 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $463,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,331 | ExcessFromYear4Amt |
| Excess From Year3 | $124,215 | ExcessFromYear3Amt |
| Excess From Year2 | $91,282 | ExcessFromYear2Amt |
| Excess From Year1 | $155,646 | ExcessFromYear1Amt |
| Excess From Current Year | $68,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACQUE BRANCH VP TRUST OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE - BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063788376 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE USE OF THE REQUESTED GIFT AND INCLUDE A COPY OF THE ORGANIZATION'S TAX EXEMPTION LETTER AND TAX ID NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR SUBMISSION OF GRANT REQUESTS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS AND GRANTS ARE MADE TO SEC. 501(C)(3) ORGANIZATIONS LOCATED IN THE TEXAS PANHANDLE AREA. NO GIFTS OR GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WORLD FOR CHILDREN | |||||||
| 3416 OLSEN BLVD STE B | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $2,000 |
| AMARILLO ANGELS | |||||||
| 2200 4TH AVENUE 141 | CANYON | TX | 79015 | NONE | PC | OPERATING | $2,500 |
| AMARILLO AREA CASA | |||||||
| 112 W 8TH | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| AMARILLO AREA FOUNDATION | |||||||
| 801 S FILLMORE SUITE 700 | AMARILLO | TX | 79101 | NONE | PC | CAPITAL | $5,000 |
| AMARILLO COLLEGE | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | OPERATING | $2,500 |
| AMARILLO COLLEGE FOUNDATION | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | CAPITAL | $10,000 |
| AMARILLO ISD - KIDSFEST | |||||||
| 7200 INTERSTATE 40 WEST | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $500 |
| AMARILLO LITTLE THEATRE | |||||||
| PO BOX 2424 | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $10,000 |
| AMARILLO MUSEUM OF ART | |||||||
| 2200 S VAN BUREN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| AMARILLO OPERA INC | |||||||
| 2223 S VAN BUREN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $7,500 |
| AMARILLO SPCA | |||||||
| 11901 S COULTER STREET | AMARILLO | TX | 79119 | NONE | PC | OPERATING | $5,000 |
| AMARILLO SYMPHONY | |||||||
| 1000 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| AMARILLO TRI-STATE EXPOSITION | |||||||
| 3301 SE 10TH AVENUE | AMARILLO | TX | 79104 | NONE | PC | OPERATING | $3,000 |
| AMERICAN QUARTER HORSE FOUNDATION | |||||||
| 1600 QUARTER HORSE DRIVE | AMARILLO | TX | 79104 | NONE | PC | OPERATING | $10,000 |
| ANOTHER CHANCE HOUSE | |||||||
| 209 S JACKSON STREET | AMARILLO | TX | 79101 | NONE | PC | CAPITAL | $10,000 |
| ASCENSION ACADEMY | |||||||
| 9301 ASCENSION PARKWAY | AMARILLO | TX | 79159 | NONE | PC | OPERATING | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2110 S WESTERN | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $2,500 |
| BOYS & GIRLS CLUB | |||||||
| 1923 S LINCOLN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| BRIDGES TO LIFE | |||||||
| PO BOX 570895 | HOUSTON | TX | 77257 | NONE | PC | OPERATING | $2,500 |
| BUCKNER CHILDREN & FAMILY SERVICES | |||||||
| 2009 N MARS STREET | AMARILLO | TX | 79107 | NONE | PC | OPERATING | $5,000 |
| CATHOLIC CHARITIES TEXAS PANHANDLE | |||||||
| 2801 DUNIVEN CIRCLE | AMARILLO | TX | 79109 | NONE | PC | CAPITAL | $5,000 |
| CENIKOR FOUNDATION | |||||||
| 1001 WALLACE BLVD | AMARILLO | TX | 79106 | NONE | PC | CAPITAL | $2,500 |
| CETA CANYON CAMP & RETREAT CENTER | |||||||
| 37201 FM 1721 | CANYON | TX | 79015 | NONE | PC | CAPITAL | $5,000 |
| CHILDREN'S LEARNING CENTER | |||||||
| 2300 TEE ANCHOR BLVD | AMARILLO | TX | 79104 | NONE | PC | CAPITAL | $5,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 500 S TAYLOR UNIT 223 | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $1,000 |
| COALITION OF HEALTH SERVICES | |||||||
| 301 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $7,500 |
| COFFEE MEMORIAL BLOOD CENTER | |||||||
| 7500 WALLACE BLVD | AMARILLO | TX | 79124 | NONE | PC | CAPITAL | $2,500 |
| DON HARRINGTON DISCOVERY CENTER | |||||||
| 1200 STREIT DRIVE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $2,500 |
| DONLEY COUNTY SENIOR CITIZENS | |||||||
| 115 E 4TH STREET | CLARENDON | TX | 79226 | NONE | PC | OPERATING | $3,500 |
| DOVE CREEK EQUINE RESCUE | |||||||
| 16201 GORDON CUMMINGS RD | CANYON | TX | 79015 | NONE | PC | OPERATING | $2,500 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MONROE STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| EVELINE'S SUNSHINE COTTAGE | |||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | NONE | PC | CAPITAL | $2,500 |
| FAITH CITY MISSION | |||||||
| 600 N TYLER | AMARILLO | TX | 79107 | NONE | PC | OPERATING | $5,000 |
| FAMILY SUPPORT SERVICES | |||||||
| 1001 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| GIRL SCOUTS TEXAS OKLAHOMA PLAINS | |||||||
| 6011 SW 45TH AVE | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| GOLDEN SPREAD COUNCIL - BOY SCOUTS | |||||||
| 401 TASCOSA RD | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $7,500 |
| GREATER AMARILLO FOSTER PARENT ASSN | |||||||
| PO BOX 20470 | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $1,000 |
| HARRINGTON CANCER & HEALTH FOUNDATI | |||||||
| 500 S TAYLOR SUITE 1060 | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $1,000 |
| HIDDEN FALLS RANCH | |||||||
| 3699 COUNTRY RD 4 | WAYSIDE | TX | 79094 | NONE | PC | CAPITAL | $5,000 |
| HIGH PLAINS CHILDREN'S HOME | |||||||
| 11461 S WESTERN STREET | AMARILLO | TX | 79118 | NONE | PC | CAPITAL | $2,500 |
| HIGH PLAINS FOOD BANK | |||||||
| 801 ROSS STREET | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $10,000 |
| HIGH PLAINS HELPING HAND | |||||||
| 614 WEATHERLY STREET | BORGER | TX | 79007 | NONE | PC | OPERATING | $2,500 |
| HIGH PLAINS RETREAT CENTER | |||||||
| 18511 CITY LAKE DR | CANYON | TX | 79015 | NONE | PC | OPERATING | $2,500 |
| HOLY CROSS CATHOLIC ACADEMY | |||||||
| 4110 SOUTH BONHAM | AMARILLO | TX | 79110 | NONE | PC | OPERATING | $2,500 |
| HOPE CHOICE PREGNANCY CENTERS | |||||||
| PO BOX 50342 | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $1,000 |
| JUNIOR ACHIEVEMENT OF HIGH PLAINS | |||||||
| 4302 WEST 45TH | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $2,500 |
| LLANO CEMETERY ASSOCIATION | |||||||
| 2900 S HAYES | AMARILLO | TX | 79103 | NONE | PC | CAPITAL | $10,000 |
| LONE STAR BALLET INC | |||||||
| 1000 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 411 S FILLMORE STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| MARTHA'S HOME | |||||||
| 1204 SW 18TH AVE | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $5,000 |
| MEALS ON WHEELS | |||||||
| 219 SW 7TH AVENUE | AMARILLO | TX | 79101 | NONE | PC | CAPITAL | $5,000 |
| MOORE COUNTY HEALTH FOUNDATION | |||||||
| PO BOX 782 | DUMAS | TX | 79029 | NONE | PC | OPERATING | $5,000 |
| OPPORTUNITY SCHOOL | |||||||
| 1100 S HARRISON STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| PANHANDLE ADULT REBUILDING CENTER | |||||||
| 413 SW 6TH AVE | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| PANHANDLE BREAST HEALTH | |||||||
| 301 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 4TH AVENUE | CANYON | TX | 79015 | NONE | PC | OPERATING | $5,000 |
| POTTER COUNTY 4H | |||||||
| 3301 SE 10TH AVE | AMARILLO | TX | 79104 | NONE | PC | OPERATING | $2,500 |
| RONALD MCDONALD HOUSE AMARILLO | |||||||
| 1501 STREIT DRIVE | AMARILLO | TX | 79106 | NONE | PC | CAPITAL | $5,000 |
| SALVATION ARMY | |||||||
| 400 S HARRISON ST | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| SHARING HOPE MINISTRY INC | |||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $2,000 |
| SPEARHEAD CORPORATION | |||||||
| PO BOX 733 | SPEARMAN | TX | 79081 | NONE | PC | OPERATING | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 203 SW 8TH AVENUE | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| TEXAS BOYS RANCH | |||||||
| 4810 N COUNTRY ROAD 2800 | LUBBOCK | TX | 79403 | NONE | PC | OPERATING | $2,500 |
| TEXAS PANHANDLE WAR MEMORIAL | |||||||
| 4101 S GEORGIA | AMARILLO | TX | 79110 | NONE | PC | CAPITAL | $5,000 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | OPERATING | $10,000 |
| TEXAS TECH UNIV HEALTH SCIENCES | |||||||
| 1400 WALLACE BLVD | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $12,500 |
| THE BRIDGE | |||||||
| 804 QUAIL CREEK DRIVE | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $10,000 |
| THE HOPE & HEALING PLACE | |||||||
| 1721 S TYLER | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $10,000 |
| UNITED WAY OF AMARILLO & CANYON | |||||||
| 2207 LINE AVENUE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $2,500 |
| WESLEY COMMUNITY CENTER | |||||||
| 1615 S ROBERTS STREET | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $2,500 |
| WILDCAT BLUFF NATURE CENTER | |||||||
| 2301 N SONCY | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $2,500 |
| WINDOW ON A WIDER WORLD | |||||||
| 500 S BUCHANAN | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $5,000 |
| WTAMU - ANDERSON SCHOLARSHIP | |||||||
| WTAMU BOX 60766 | CANYON | TX | 79016 | NONE | PC | OPERATING | $5,000 |
| YOUNG LIFE OF AMARILLO | |||||||
| 620 S TAYLOR STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| YOUTH SUCCESS PROJECT | |||||||
| PO BOX 10243 | AMARILLO | TX | 79116 | NONE | PC | OPERATING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,716 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $13,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $460,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,401 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CMMS PLLC | CategoryTxt |
| Amt | $7,255 | Amt |
| Net Investment Income | $3,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,627 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND INST (107,171) | $1,361,655 | $1,448,099 |
| DODGE & COX INCOME FUND (42,380) | $532,305 | $555,487 |
| FEDERATED TOTAL RETURN BD-IN(54,235) | $548,415 | $560,495 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $17 | CostOrOtherBasisAmt |
| Book Value | $17 | BookValueAmt |
| EOYFMV | $42,402 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LORD ABBETT AFFILIATED FD (32,401) | FMV | $479,805 | $448,758 |
| TIAA-CREF LARGE CAP VALUE IDX (25069 | FMV | $505,574 | $449,744 |
| INVESCO DIVERSIFIED DIV FD (0) | FMV | ||
| FIDELITY CONCORD STR 500 IDX(12,224) | FMV | $997,228 | $1,256,151 |
| T ROWE PRICE GROWTH STOCK (3,826) | FMV | $224,335 | $270,630 |
| TIAA-CREF LARGE CAP GROWTH IDX(7,783 | FMV | $253,454 | $269,520 |
| VANGUARD GROWTH INDEX ADM (0) | FMV | ||
| NORTHERN SMALL CAP VALUE FD (7,700) | FMV | $134,315 | $134,681 |
| VANGUARD MID CAP INDEX ADM (1,367) | FMV | $213,997 | $274,559 |
| VANGUARD SMALL CAP INDEX ADM (3,545) | FMV | $211,494 | $251,740 |
| CAUSEWAY INTL VALUE (9,051) | FMV | $137,128 | $122,100 |
| SCHWAB CAP TR INTL INDEX (7,112) | FMV | $134,393 | $132,648 |
| OPPENHEIMER INTL GROWTH (0) | FMV | ||
| BLACKROCK FDS V HI YLD BD (10,145) | FMV | $77,811 | $76,898 |
| LORD ABBETT HIGH YIELD (10,515) | FMV | $79,422 | $77,180 |
| AB HIGH INCOME ADVISOR (0) | FMV | ||
| PRINCIPAL GOVT HIGH QUAL BD (44,379) | FMV | $455,026 | $473,078 |
| JOHN HANCOCK ALT ASSET (17,139) | FMV | $250,183 | $241,489 |
| LIQUID ASSETS PORTFOLIO (0) | FMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY | Desc |
| Revenue And Expenses Per Books | $13,807 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,807 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $4,166 | |
| AD VALOREM TAXES | $573 | $573 |
| SEVERANCE TAX | $3,628 | $3,628 |