DONNELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DONNELL FOUNDATION (EIN 75-6064428)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-14
- IRS object ID
- 202520459349100617
- Schema version
- 2024v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T13:08:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751847161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUPP BAUER HANSON & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756064428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONN | BusinessNameControlTxt |
| Phone | 9407235523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY DONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9407235523 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG LEWIS CPA | PreparerPersonNm |
| PTIN | P00603637 | PTIN |
| Phone | 9403223103 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,674,835 | 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 | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,484,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,561 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $580,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $580,322 | 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 | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $920 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $455,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,340 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,292,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $320,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $323,170 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $417,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,880,842 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,329,325 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,768,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,224,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,674,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,487,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,487,961 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $280,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $736,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,768,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,224,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,768,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,224,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,768,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $455,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,224,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,224,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-09-06 | 2024-12-31 | $2,961 | $3,485 | -$524 | -$524 |
| PUBLICLY TRADED SECURITIES | P | 2021-04-21 | 2024-12-31 | $1,482,009 | $970,924 | $511,085 | $511,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,017 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,017 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | 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 | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,097 | TaxDueAmt |
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 | BARRY DONNELL | IndividualWithBooksNm |
| Phone | 9407235523 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8TH STREET SUITE 1113 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY DONNELL | ||||||||
| PO BOX 5003 | WICHITA FALLS | TX | 76307 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHNELLE DONNELL | ||||||||
| PO BOX 5003 | WICHITA FALLS | TX | 76307 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DUSTIN DONNELL | ||||||||
| PO BOX 5003 | WICHITA FALLS | TX | 76307 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,642,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $879,325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,562,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,562,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,524,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,017 | TotalTaxAmt |
| Distributable Before Adj | $118,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,198 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $108,488 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,097 | 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 | $106,101 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY DONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5003 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407235523 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMVETS | |||||||
| PO BOX 3745 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $200 |
| ARTS COUNCIL WICHITA FALLS AREA | |||||||
| 1300 LAMAR | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| BEACON LIGTHOUSE FOR THE BLIND | |||||||
| 300 7TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| BIG BROTHERS BIG SISTERS OF WICHITA FALLS | |||||||
| 1501 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $750 |
| BOYS & GIRLS CLUB | |||||||
| 1318 6TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,250 |
| BOYS & GIRLS CLUB | |||||||
| PO BOX 2 | BURKBURNETT | TX | 76243 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| CHILD ADVOCATES CASA OF OF RED RIVER | |||||||
| 808 AUSTIN | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| CHILD CARE PARTNERS | |||||||
| 119 EAST WICHITA | WICHITA FALLS | TX | 76306 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| CHILD EVANGELISM FELLOWSHIP | |||||||
| PO BOX 3494 | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,250 |
| CHILD FUND INTERNATIONAL | |||||||
| PO BOX 1911 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) | GENERAL OPERATIONS | $400 |
| CHRIST ACADEMY | |||||||
| 5105 STONE LAKE | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| CHRIST COUNSELING MINISTRY | |||||||
| 1420 TWIN OAKS | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| COUNTRY CLUB NEIGHBORS ASSOCIATION | |||||||
| 2028 AVONDALE | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,500 |
| EXPONENT PHILANTHROPY | |||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| FAITH MISSION | |||||||
| PO BOX 965 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| FAMILY ABUSE CENTER | |||||||
| PO BOX 20395 | WACO | TX | 76702 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 3502 MCNIEL | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| FIRST PRESTYTERIAN CHURCH | |||||||
| 3601 TAFT | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR | AMERICUS | GA | 31709 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| HANDS TO HANDS | |||||||
| PO BOX 4641 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER | PEPPER PIKE | OH | 44124 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| HOW TO LIFE MOVEMENT | |||||||
| PO BOX 121 | HARRISON | AR | 72602 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| INTERFAITH OUTREACH SERVICES | |||||||
| 1101 11TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| KAIROS PRISON MINISTRY | |||||||
| PO BOX 14578 | ARLINGTONT | TX | 76094 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| KAOEF | |||||||
| PO BOX 1865 | LEXINGTON | VA | 24450 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| KMOC 895 TEXOMA | |||||||
| PO BOX 41 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| MEALS ON WHEELS OF WICHITA COUNTY | |||||||
| 1000 BURNETT | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| MIDWESTERN STATE UNIVERSITY | |||||||
| 3410 TAFT | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $7,500 |
| MUSEUM OF NORTH TEXAS HISTORY | |||||||
| PO BOX 1619 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| NATIONAL DRUG & SAFETY LEAGUE | |||||||
| 710 FLOOD | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| NORTH TEXAS PANTRY | |||||||
| PO BOX 1962 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,250 |
| OAK HILLS CHRISTIAN COLLEGE | |||||||
| 1600 OAK HILLS | BEMIDJI | MN | 56601 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| OPERATION RESCUE CHILDREN | |||||||
| 4020 RHEA | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| PATSY'S HOUSE | |||||||
| 1411 10TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| PRESBYTERIAN CHILDRENS'S HOMES & SERVICES | |||||||
| PO BOX 140888 | AUSTIN | TX | 78714 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| PRESBYTERIAN MANOR | |||||||
| 4600 TAFT | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $8,250 |
| PROJECT BAK TO SCHOOL | |||||||
| PO BOX 9850 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| RATHGEBER HOSPITALITY HOUSE | |||||||
| 1615 12TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $750 |
| RIVER BEND NATURE CENTER | |||||||
| 2200 3RD | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,500 |
| RON HUTCHISON MINISTRIES | |||||||
| PO BOX 400 | HARRISON | AR | 72602 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| SOBER LIVING | |||||||
| 719 SCOTT | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 650880 | DALLAS | TX | 75265 | NONE | 501(C)(3) | GENERAL OPERATIONS | $7,500 |
| SPECIAL OLYMPICS TEXAS NORTH REGION | |||||||
| PO BOX 143806 | AUSTIN | TX | 78714 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| STRAIGHT STREET | |||||||
| PO BOX 1684 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $3,000 |
| TEXAS ONE | |||||||
| 1818 FIRST OAKS | RICHARDSON | TX | 77406 | NONE | 501(C)(3) | GENERAL OPERATIONS | $6,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||
| 2914 SWISS | DALLAS | TX | 75204 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 83205 | RICHARDSON | TX | 75083 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| TEXOMA ALLIANCE TO STOP ABUSE | |||||||
| 1900 PEASE | VERNON | TX | 76384 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,500 |
| THE ARC OF WICHITA COUNTY | |||||||
| 3115 BUCHANAN | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| THE CHILDREN'S CIRCUS PROJECT | |||||||
| 1111 N FLOYD | RICHARDSON | TX | 75080 | NONE | 501(C)(3) | GENERAL OPERATIONS | $200 |
| THE GIDEONS INTERNATIONAL | |||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | 501(C)(3) | GENERAL OPERATIONS | $135 |
| THE HUNDRED CLUB | |||||||
| 1400 11TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $125 |
| TIMES CHARITIES | |||||||
| 24056 KELL EAST | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| TRIBAL RESCUE MINISTRIES | |||||||
| PO BOX 395 | CASS LAKES | MN | 56633 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| TUNNELL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAND | STATEN ISLAND | NY | 10306 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| UNITED REGIONAL FOUNDATION | |||||||
| 1600 11TH | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| WICHITA ADULT LITERACY COUNCIL | |||||||
| 2301 KELL EAST | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| WICHITA COUNTY HERTIAGE SOCIETY | |||||||
| 900 BLUFF | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| WICHITA FALLS AREA COMMUNITY FOUNDATION | |||||||
| 2405 KELL | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| WICHITA FALLS BALLET THEATRE | |||||||
| 1501 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| WICHITA FALLS FAITH REFUGE SHELTER | |||||||
| 710 EAST HATTON | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250 |
| WICHITA FALLS SYMPHONY ORCHESTRA | |||||||
| 1300 LAMAR | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,500 |
| WORLD OUTREACH MINISTRIES | |||||||
| PO BOX B | MARIETTA | GA | 30061 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,060 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $580,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $580,322 | 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 | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $320,907 | EOYBookValueAmt |
| EOYFMV | $323,170 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE CSV | AT COST | $430,842 | $879,325 |
| MUTAUL FUNDS | AT COST | $1,450,000 | $1,450,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $3,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME EXCISE TAX | CategoryTxt |
| Amt | $920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |