THE SIDWELL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SIDWELL FOUNDATION (EIN 75-1915561)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201933019349100653
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T12:08:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752618166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELADY CHRISTY ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE ST STE 420 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751915561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDW | BusinessNameControlTxt |
| Phone | 8063717474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9298 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REID SIDWELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8063717474 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL B LOVELADY CPA | PreparerPersonNm |
| PTIN | P01399946 | PTIN |
| Phone | 8063734884 | PhoneNum |
| Preparation | 2019-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.76.17.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-28 | IPDt |
| IP Tm | 12:08:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AD89A6DDDA1254A06569C54DD0FD8B37764C7A79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FEC0BB1F44A82AAE5065E3473D4E31C29AB49CC8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,684,493 | 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 | $4,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,044 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $164,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,204 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,350 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,015 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,015 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,760 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $234 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163 | CashBOYAmt |
| Cash EOY | $879 | CashEOYAmt |
| Cash EOYFMV | $876 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $596 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,223 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,443,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,551,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,683,016 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,475,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,553,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,684,493 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $141 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $141 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,475,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,553,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,475,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,553,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,475,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,553,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,475,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,829 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,553,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,553,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,131 SH XCEL ENERGY INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-09-20 | AcquiredDt |
| Sold | 2018-11-01 | SoldDt |
| Gross Sales Price | $54,685 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,806 | CostOrOtherBasisAmt |
| Gain Or Loss | $46,879 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46,879 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,044 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,753,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031048 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,567,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,695 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,503,010 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025080 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,505,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,390,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069468 | DistributionYr5Rt |
| Total Distribution | 0.220172 | TotalDistributionRt |
| Average Distribution | 0.044034 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,825,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,488 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,857 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,977 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,977 | SubtotalAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,510 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,510 | TotalPaymentsAndCreditsAmt |
| Tax Due | $467 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | REID SIDWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063717474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 W 9TH ST | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA HAWKINS | ||||||||
| PO BOX 9298 | AMARILLO | TX | 79105 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| REID SIDWELL | ||||||||
| PO BOX 2517 | AMARILLO | TX | 79105 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $1,831,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,852,947 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,852,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,825,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,977 | TotalTaxAmt |
| Distributable Before Adj | $88,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,365 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $68,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,836 | UndistributedIncomePYAmt |
| Qualifying Distributions | $68,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,836 | AppliedToYear1Amt |
| Applied To Current Year | $2,529 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $85,752 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMARILLO CHILDREN'S HOME | |||||
| 3400 BOWIE ST | AMARILLO | TX | 79109 | PROVIDE FOSTER CARE | $2,500 |
| CARE NET CRISIS PREGANANCY | |||||
| 6709 WOODWARD | AMARILLO | TX | 79106 | MINISTERING TO PREGNANT WOMEN | $2,000 |
| CHRIST CHAPEL BIBLE CHURCH | |||||
| 3740 BIRCHMAN AVE | FORT WORTH | TX | 76107 | LINK TO THE FUTURE/BUILDING | $3,500 |
| CITY CHURCH OUTREACH MINISTRY | |||||
| 205 S POLK STREET | AMARILLO | TX | 79101 | MINISTRY | $2,000 |
| COALITION FOR URBAN RENEWAL | |||||
| 7545 N DEL MAR AVE 106A | FRESNO | CA | 93711 | PROVIDE AFFORDABLE HOUSING | $2,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | EXPAND SERVICES AND OFFER THE LATEST | $2,000 |
| DALLAS THEOLOGICAL SEMINARY | |||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | EDUCATION | $5,000 |
| THE GLADNEY CENTER FOR ADOPTION | |||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 761324122 | SUPPORTIVE SERVICES FOR ADOPTION | $2,500 |
| EVELINE'S SUNSHINE COTTAGE | |||||
| PO BOX 50974 | AMARILLO | TX | 79159 | PROVIDES SERVICES TO SINGLE PARENT H | $2,500 |
| HEAL THE CITY FREE CLINIC | |||||
| PO BOX 2556 | AMARILLO | TX | 79105 | MEDICAL CARE | $2,000 |
| HIGH PLAINS FOOD BANK | |||||
| PO BOX 31803 | AMARILLO | TX | 79120 | DISTRIBUTION OF FOOD | $2,500 |
| HOPE FARM INC | |||||
| 865 E RAMSEY AVE | FORT WORTH | TX | 76104 | LEADERSHIP PROGRAM FOR AT RISK BOYS | $1,000 |
| LAURA BUSH INSTITUTE | |||||
| 1400 WALLACE BLVD 101 | AMARILLO | TX | 79106 | PROMOTE HEALTH | $5,000 |
| OPPORTUNITY SCHOOL | |||||
| 1100 S HARRISON ST | AMARILLO | TX | 79101 | EDUCATION | $2,500 |
| PANHANDLE-PLAINS HISTORICAL MUSEUM | |||||
| 2503 4TH AVE | CANYON | TX | 79016 | PRESERVATION EFFORTS | $3,000 |
| SALVATION ARMY | |||||
| PO BOX 510 | AMARILLO | TX | 79105 | CHARITY WORK | $5,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | MINISTRY | $5,000 |
| SHARING HOPE MINISTRIES | |||||
| PO BOX 7160 | AMARILLO | TX | 79114 | MINISTRY | $2,000 |
| THE BRIDGE CHILDREN'S ADVOCACY CENT | |||||
| 804 QUAIL CREEK DRIVE | AMARILLO | TX | 79124 | CHILD PROTECTION SERVICES | $2,500 |
| THE HOPE AND HEALING PLACE | |||||
| 1721 S TYLER | AMARILLO | TX | 79102 | CONSOLING GRIEVING CHILDREN | $2,500 |
| TRINITY TERRACE FOUNDATION | |||||
| 1600 TEXAS STREET | FORT WORTH | TX | 76102 | MINISTRY | $1,000 |
| UNION GOSPEL MISSION OF TARRANT COU | |||||
| PO BOX 2144 | FORT WORTH | TX | 76113 | MEET IMMEDIATE NEEDS OF HOMELESS PEO | $5,000 |
| VOICE OF MARTYRS | |||||
| PO BOX 443 | BARTLESVILLE | OK | 740059934 | ASSIST THE PERSECUTED CHURCH | $2,000 |
| WINDOW ON A WIDER WORLD | |||||
| 500 S BUCHANAN | AMARILLO | TX | 79105 | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,582 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,144 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,204 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE SIDWELL FOUNDATION RAISES REVENUE TO CONTRIBUTE FOR |
| 4 | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL |
| 8 | PURPOSES PRIMARILY BY THE INTEREST AND DIVIDENDS EARNED ON ITS INVESTMENTS. THE CONTRIBUTIONS ARE THE PRIMARY MEANS BY WHICH IT ACCOMPLISHES ITS RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. |
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 | PREPARATION OF FORM 990-PF | CategoryTxt |
| Amt | $2,030 | Amt |
| Net Investment Income | $1,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,015 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER BALANCED CL A -15,755.280 | $334,497 | $391,991 |
| CAPITAL INCOME BLDR A-5,971.464 | $338,193 | $336,074 |
| CAP WRLD GRWTH &INC A- 2,797.165 | $122,535 | $119,579 |
| EXXON MOBIL CORP - 254 SHS | $19,652 | $17,320 |
| GRWTH FD OF AMER - 3,502.802 | $134,183 | $149,289 |
| INCOME FD OF AMER A- 17,052.436 | $309,905 | $351,451 |
| INVSTMNT CO OF AMER A-4,161.654 | $144,932 | $141,080 |
| NEW PERSPECTIVE CL A- 3,514.612 | $116,297 | $131,868 |
| XCEL ENERGY INC - 900.432 | $31,704 | $44,364 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,700 | LegalFeesAmt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| EOY Book Value | $141 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEE | CategoryTxt |
| Amt | $12,760 | Amt |
| Net Investment Income | $12,760 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN DIVIDEND TAX | $234 | $234 |
| INCOME TAX | $2,651 | |
| PENALTY |