LEGETT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEGETT FOUNDATION (EIN 75-2696419)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349104455
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:54:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751056027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2993 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 796042993 | 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 | 752696419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEGETT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGE | BusinessNameControlTxt |
| Phone | 3256736429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON MILLER | PersonNm |
| Person Title | VICE PRESIDENT/CFO | PersonTitleTxt |
| Phone | 3256736429 | PhoneNum |
| Signature | 2025-11-13 | 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 | GAYE DAVIS CPA | PreparerPersonNm |
| PTIN | P00277460 | PTIN |
| Phone | 3256776251 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| 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 | $288,250,908 | 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 | $377,505 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $377,505 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,955,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,955,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,373,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,577,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,373,066 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,310,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,662,234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,016,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,368,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $515,822 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $380,783 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,039 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,326,443 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $880,630 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $445,814 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $389,784 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $265,906 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,877 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,997 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $68,329 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,668 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $399,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,740 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,628 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $99,578 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $68,042 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,536 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $343,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$94,015 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$429,912 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,175,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,648,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $377,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,562,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,562,078 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,737,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,648,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,939,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,279,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,720,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,894,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,515,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,515,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,203,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,785,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,557,790 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $47,026,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,175,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $182,051,096 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $661,390 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,126,943 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,126,943 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,786,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,603,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $288,250,908 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,401 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,077 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,077 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $102,777,445 | CapitalStockBOYAmt |
| Capital Stock EOY | $111,580,269 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,777,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,580,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,786,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,603,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,777,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,279,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $547,706 | OtherIncreasesAmt |
| Subtotal | $111,604,651 | SubtotalAmt |
| Other Decreases | $24,382 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,580,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC. | 2024-01-01 | 2024-12-31 | $720,202 | $334,960 | $385,242 | $385,242 | |
| AERCAP HOLDINGS NV | 2024-01-01 | 2024-12-31 | $138,676 | $55,704 | $82,972 | $82,972 | |
| ALPHABET INC CL A | 2024-01-01 | 2024-12-31 | $802,950 | $354,285 | $448,665 | $448,665 | |
| AMAZON, INC. | 2024-01-01 | 2024-12-31 | $204,494 | $189,162 | $15,332 | $15,332 | |
| AMERICAN TOWER CORP | 2024-01-01 | 2024-12-31 | $447,182 | $451,826 | -$4,644 | -$4,644 | |
| AMGEN INCORPORATED | 2024-01-01 | 2024-12-31 | $133,879 | $75,257 | $58,622 | $58,622 | |
| AMN HEALTHCARE SVCS INC | 2024-01-01 | 2024-12-31 | $48,217 | $130,102 | -$81,885 | -$81,885 | |
| AMPHENOL CORP | 2024-01-01 | 2024-12-31 | $27,533 | $18,236 | $9,297 | $9,297 | |
| APPLE INC. | 2024-01-01 | 2024-12-31 | $553,105 | $58,994 | $494,111 | $494,111 | |
| APTIV PLC | 2024-01-01 | 2024-12-31 | $693,301 | $908,567 | -$215,266 | -$215,266 | |
| BAKER HUGHES, INC | 2024-01-01 | 2024-12-31 | $834,283 | $883,911 | -$49,628 | -$49,628 | |
| BALL CORP | 2024-01-01 | 2024-12-31 | $1,086,003 | $1,253,955 | -$167,952 | -$167,952 | |
| BLACKSTONE GROUP INC COM CL A | 2024-01-01 | 2024-12-31 | $74,868 | $28,630 | $46,238 | $46,238 | |
| BLOOM ENERGY CORP COM CL A | 2024-01-01 | 2024-12-31 | $181,613 | $426,397 | -$244,784 | -$244,784 | |
| BROADCOM | 2024-01-01 | 2024-12-31 | $192,916 | $49,987 | $142,929 | $142,929 | |
| CAMDEN PROPERTY TRUST | 2024-01-01 | 2024-12-31 | $69,064 | $49,997 | $19,067 | $19,067 | |
| CATALENT INC | 2024-01-01 | 2024-12-31 | $809,597 | $690,073 | $119,524 | $119,524 | |
| CHARLES SCHWAB CORP | 2024-01-01 | 2024-12-31 | $894,637 | $902,375 | -$7,738 | -$7,738 | |
| CHART INDUSTRIES | 2024-01-01 | 2024-12-31 | $25,271 | $18,022 | $7,249 | $7,249 | |
| CISCO SYSTEMS INC | 2024-01-01 | 2024-12-31 | $137,705 | $147,996 | -$10,291 | -$10,291 | |
| CITIGROUP INC | 2024-01-01 | 2024-12-31 | $181,288 | $190,475 | -$9,187 | -$9,187 | |
| CLARIVATE ANALYTICS PLC COM | 2024-01-01 | 2024-12-31 | $597,535 | $1,236,872 | -$639,337 | -$639,337 | |
| DANAHER CORP | 2024-01-01 | 2024-12-31 | $198,793 | $108,818 | $89,975 | $89,975 | |
| EATON CORP PLC | 2024-01-01 | 2024-12-31 | $139,309 | $24,245 | $115,064 | $115,064 | |
| ENTEGRIS INC | 2024-01-01 | 2024-12-31 | $245,893 | $144,097 | $101,796 | $101,796 | |
| EQUINIX INC | 2024-01-01 | 2024-12-31 | $826,959 | $896,572 | -$69,613 | -$69,613 | |
| FERGUSON PLC | 2024-01-01 | 2024-12-31 | $78,333 | $53,684 | $24,649 | $24,649 | |
| FERGUSON ENTERPRISES INC | 2024-01-01 | 2024-12-31 | $122,370 | $78,226 | $44,144 | $44,144 | |
| GITLAB INC | 2024-01-01 | 2024-12-31 | $59,416 | $53,932 | $5,484 | $5,484 | |
| INTEL CORP | 2024-01-01 | 2024-12-31 | $49,975 | $69,701 | -$19,726 | -$19,726 | |
| INTUIT INC | 2024-01-01 | 2024-12-31 | $93,192 | $56,504 | $36,688 | $36,688 | |
| INVITATION HOMES INC | 2024-01-01 | 2024-12-31 | $96,555 | $77,722 | $18,833 | $18,833 | |
| IQVIA HOLDINGS INC | 2024-01-01 | 2024-12-31 | $264,757 | $143,124 | $121,633 | $121,633 | |
| KLA-TENCOR CORP | 2024-01-01 | 2024-12-31 | $111,659 | $26,997 | $84,662 | $84,662 | |
| LAM RESEARCH CORP | 2024-01-01 | 2024-12-31 | $83,937 | $32,806 | $51,131 | $51,131 | |
| LAUDER ESTEE COS CO | 2024-01-01 | 2024-12-31 | $265,444 | $381,887 | -$116,443 | -$116,443 | |
| MARKETAXESS HLDGS INC COM | 2024-01-01 | 2024-12-31 | $134,683 | $293,826 | -$159,143 | -$159,143 | |
| MARTIN MARIETTA MATERIALS INC | 2024-01-01 | 2024-12-31 | $433,291 | $255,052 | $178,239 | $178,239 | |
| MASTERCARD INC | 2024-01-01 | 2024-12-31 | $330,464 | $161,086 | $169,378 | $169,378 | |
| META PLATFORMS INC CL A | 2024-01-01 | 2024-12-31 | $900,276 | $397,605 | $502,671 | $502,671 | |
| MICROSOFT CORP | 2024-01-01 | 2024-12-31 | $964,841 | $272,173 | $692,668 | $692,668 | |
| JP MORGAN CHASE CO | 2024-01-01 | 2024-12-31 | $434,928 | $100,086 | $334,842 | $334,842 | |
| NEXTERA ENERGY INC | 2024-01-01 | 2024-12-31 | $139,736 | $156,015 | -$16,279 | -$16,279 | |
| NOVARTIS AG SPON ADR | 2024-01-01 | 2024-12-31 | $121,408 | $84,915 | $36,493 | $36,493 | |
| NVIDIA | 2024-01-01 | 2024-12-31 | $2,090,895 | $214,788 | $1,876,107 | $1,876,107 | |
| PALO ALTO NETWORKS INC | 2024-01-01 | 2024-12-31 | $948,707 | $247,790 | $700,917 | $700,917 | |
| PAYPAL HOLDINGS INC | 2024-01-01 | 2024-12-31 | $1,533,477 | $2,233,776 | -$700,299 | -$700,299 | |
| PROGRESSIVE CORP OHIO | 2024-01-01 | 2024-12-31 | $853,248 | $656,459 | $196,789 | $196,789 | |
| PROLOGIS INC | 2024-01-01 | 2024-12-31 | $129,726 | $140,504 | -$10,778 | -$10,778 | |
| PROSPERITHY BANCSHARES, INC | 2024-01-01 | 2024-12-31 | $925,688 | $77,582 | $848,106 | $848,106 | |
| SALESFORCE COM INC | 2024-01-01 | 2024-12-31 | $185,240 | $170,026 | $15,214 | $15,214 | |
| SHERWIN WILLIAMS COMPANY | 2024-01-01 | 2024-12-31 | $436,990 | $351,874 | $85,116 | $85,116 | |
| SPDR BLOOMBERG 1-3 MONTH T-BILL | 2024-01-01 | 2024-12-31 | $1,028,723 | $1,029,176 | -$453 | -$453 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2024-01-01 | 2024-12-31 | $124,245 | $92,960 | $31,285 | $31,285 | |
| TALEN ENERGY CORP | 2024-01-01 | 2024-12-31 | $174,135 | $99,605 | $74,530 | $74,530 | |
| T MOBILE US INC | 2024-01-01 | 2024-12-31 | $209,083 | $148,028 | $61,055 | $61,055 | |
| UNITED HEALTH GROUP | 2024-01-01 | 2024-12-31 | $126,996 | $110,959 | $16,037 | $16,037 | |
| VEEVA SYSTEMS INC | 2024-01-01 | 2024-12-31 | $106,902 | $89,541 | $17,361 | $17,361 | |
| WILLIAMS COS INC | 2024-01-01 | 2024-12-31 | $251,859 | $91,404 | $160,455 | $160,455 | |
| WTS - OASIS PET INC NEW | 2024-01-01 | 2024-12-31 | $124,334 | -$124,334 | -$124,334 | ||
| CAPITAL GAINS FROM K-1S | 2024-01-01 | 2024-12-31 | $491,470 | $491,470 | $491,470 | P | |
| CAPITAL GAIN DIVIDENDS | 2024-01-01 | 2024-12-31 | $9,816 | $9,816 | $9,816 | ||
| CVS HEALTH CORP. | 2024-01-01 | 2024-12-31 | $1,010 | -$1,010 | -$1,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,373,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $286,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $260,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $546,960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $977 | EsPenaltyAmt |
| Overpayment | $244,072 | OverpaymentAmt |
| Applied To ES Tax | $244,072 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256736429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KADE L MATTHEWS | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | DIR/CEO/PRESIDENT | 4.00 | $85,313 | $18,120 | $0 |
| JOSEPH EDWIN CANON | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | EXECUTIVE VICE PRESIDENT/DIRECTOR | 11.67 | $78,057 | $18,109 | $0 |
| WATT R MATTHEWS | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | SR VICE PRES - INVESTMENTS | 8.00 | $79,300 | $16,380 | $0 |
| JEFF BLANKS | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | SR VICE PRES/OPERATIONS OFFICER | 13.33 | $80,313 | $18,782 | $0 |
| MARGARET M FREDERICK | ||||||||
| 400 PINE STREET | ABILENE | TX | 79604 | DIRECTOR/GRANTS OFFICER | 4.00 | $26,000 | $4,125 | $0 |
| JOHN A MATTHEWS JR | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | DIRECTOR | 3.00 | $48,750 | $9,825 | $0 |
| AARON MILLER | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | VICE PRES/TREASURER/CFO | 10.00 | $47,613 | $8,183 | $0 |
| ELYSE LEWIS | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | ASST VICE PRES/SEC/GRANTS OFC | 7.00 | $39,217 | $9,691 | $0 |
| BRENDA CASSELBERRY | ||||||||
| 400 PINE STREET | ABILENE | TX | 76904 | ASST VICE PRES/PROPERTY ADMINISTRATOR | 7.00 | $31,258 | $6,759 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 PINE STREET | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT & TAX SERVICES | ServiceTypeTxt |
| Compensation | $99,997 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $98,208,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,872,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $183,179,662 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,260,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,260,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,353,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $285,906,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,295,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,295,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301,911 | TotalTaxAmt |
| Distributable Before Adj | $13,993,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,993,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,993,428 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,939,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,939,728 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,993,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,158,882 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,158,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,939,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,939,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,053,700 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,053,700 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,182 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $105,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $105,182 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELYSE LEWIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 176 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256736429 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE TAX EXEMPT ENTITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | HEARTS FOR THE ARTS | $25,000 | |
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | YOUNG AUDIENCES | $10,000 | |
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 NORTH 1ST STREET | ABILENE | TX | 79601 | NONE | PC | STORYBOOK GARDEN EXPANSION | $150,000 | |
| ABILENE EDUCATION FOUNDATION | ||||||||
| PO BOX 1999 | ABILENE | TX | 79604 | NONE | PC | MARTHA KIEL MEMORIAL | $2,500 | |
| ABILENE HOPE HAVEN INC | ||||||||
| 801 S TREADAWAY | ABILENE | TX | 79602 | NONE | PC | 1:1 CHALLENGE TO PROVIDE FUNDS FOR BUILDING REPAIRS/UPDATES | $25,000 | |
| ABILENE IMPROVEMENT CORPORATION | ||||||||
| 400 PINE ST STE 500 | ABILENE | TX | 79601 | NONE | PC | DOWNTOWN ABILENE HOTEL PROJECT | $237,500 | |
| ABILENE INDEPENDENT SCHOOL DISTRICT | ||||||||
| 241 PINE STREET | ABILENE | TX | 79601 | NONE | PC | NAVAJO NATION SERVICE LEARNING TRIP | $5,000 | |
| ABILENE PERFORMING ARTS COMPANY INC | ||||||||
| 1049 INDUSTRIAL BLVD STE 200 | ABILENE | TX | 79602 | NONE | PC | APAC SEASON SPONSOR | $1,500 | |
| ABILENE PHILHARMONIC ASSOCIATION | ||||||||
| 1102 NORTH 3RD STREET SUITE C | ABILENE | TX | 79601 | NONE | PC | TO HELP MEET MATCH FROM ANONYMOUS DONOR | $2,500 | |
| ABILENE PHILHARMONIC GUILD INC | ||||||||
| 1102 N 3RD ST STE C | ABILENE | TX | 79601 | NONE | PC | 2024 HERITAGE GALA | $2,500 | |
| ABILENE PRESERVATION LEAGUE | ||||||||
| PO BOX 3451 | ABILENE | TX | 79604 | NONE | PC | 2024 RAILROAD FESTIVAL | $7,500 | |
| ABILENE RESTORATION MINISTRIES | ||||||||
| PO BOX 1043 | ABILENE | TX | 79604 | NONE | PC | DORMITORY PROJECT | $250,000 | |
| ABILENE WYLIE H S PROJECT GRADUATION INC | ||||||||
| 3102 S CLACK ST STE 1 | ABILENE | TX | 79606 | NONE | PC | WYLIE PROJECT GRADUATION | $1,000 | |
| ABILENE ZOOLOGICAL SOCIETY | ||||||||
| 2070 ZOO LANE | ABILENE | TX | 79602 | NONE | PC | ZOOBILATION GALA | $5,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | ABILENE | TX | 41844 | NONE | PC | OPERATIONS | $500 | |
| ALLIANCE FOR WOMEN & CHILDREN | ||||||||
| 1350 N 10TH STREET | ABILENE | TX | 79601 | NONE | PC | 2024 SUMMER PROGRAMMING | $13,000 | |
| ALZHEIMER'S ASSOCIATION - NORTH CENTRAL TEXAS CHAPTER | ||||||||
| 301 S PIONEER SUITE 105 | ABILENE | TX | 79605 | NONE | PC | 2024 STEPPIN' OUT FOR MEMORIES | $2,500 | |
| AMARILLO AREA FOUNDATION | ||||||||
| 919 S POLK ST | ABILENE | TX | 79101 | NONE | PC | PANHANDLE GIVES AMPLIFICATION FUND | $2,100,000 | |
| AMARILLO SYMPHONY | ||||||||
| 301 S POLK ST 700 | ABILENE | TX | 79101 | NONE | PC | KINDER C+H64ONCERTS | $30,000 | |
| AMARILLO TRIBUNE | ||||||||
| 809 S TYLER ST | ABILENE | TX | 79101 | NONE | PC | OPERATIONS | $20,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | ABILENE | TX | 20036 | NONE | PC | OPERATIONS | $35,000 | |
| AMERICAN PRIVATE RADIO | ||||||||
| 1723-B UNIVERSITY AVE 361 | ABILENE | TX | 38655 | NONE | PC | OUR AMERICAN STORIES | $25,000 | |
| AMERICANS UNITED FOR LIFE | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | ABILENE | TX | 20036 | NONE | PC | OPERATIONS | $7,500 | 500 |
| AMERICA'S FUTURE FOUNDATION | ||||||||
| 1367 CONNECTICUT AVE NW STE 200 | ABILENE | TX | 20036 | NONE | PC | OPERATIONS | $15,000 | |
| ANGELO STATE UNIVERSITY FOUNDATION | ||||||||
| ASU STATION 11023 | ABILENE | TX | 76909 | NONE | PC | CYBERSPACE AND AI CENTER OF EXCELLENCE | $125,000 | |
| ANSON JONES MEMORIAL MEDICAL FOUNDATION | ||||||||
| 402 CYPRESS ST STE 123 | ABILENE | TX | 79601 | NONE | PC | GOLD HEADED CANE EVENT | $5,000 | |
| ARKANSAS CHILDRENS HOSPITAL | ||||||||
| 1 CHILDRENS WAY SLOT 661 | ABILENE | TX | 72201 | NONE | PC | MARY JANE BAXTER MEMORIAL | $10,000 | |
| BCFS HEALTH AND HUMAN SERVICES | ||||||||
| 100 CHESTNUT ST 200 | ABILENE | TX | 79602 | NONE | PC | OPERATING SUPPORT FOR OUR HOUSE | $150,000 | |
| BIG COUNTRY ATHLETIC HALL OF FAME | ||||||||
| PO BOX 7076 | ABILENE | TX | 79608 | NONE | PC | SCHOLARSHIPS | $1,500 | |
| BOY SCOUTS OF AMERICA TEXAS TRAILS COUNCIL | ||||||||
| 3811 NORTH 1ST STREET | ABILENE | TX | 79603 | NONE | PC | DISTINGUISHED CITIZEN DINNER | $2,500 | |
| BROTHER WOLF ANIMAL RESCUE | ||||||||
| PO BOX 8195 | ABILENE | TX | 28814 | NONE | PC | HURRICANE HELENE DISASTER RELIEF | $20,000 | |
| CANDID | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | ABILENE | TX | 23188 | NONE | PC | OPERATIONS | $500 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 7710 LAS COLINAS RIDGE | ABILENE | TX | 75063 | NONE | PC | OPERATIONS | $10,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH STREET NW | ABILENE | TX | 20036 | NONE | PC | OPERATIONS | $20,000 | |
| CHRISTIAN HOMES OF ABILENE | ||||||||
| PO BOX 270 | ABILENE | TX | 79604 | NONE | PC | FALL FUNDRAISER EVENT SUPPORT | $5,000 | |
| CHRISTIAN SERVICE CENTER OF ABILENE INC | ||||||||
| 3185 N 10TH STREET | ABILENE | TX | 79603 | NONE | PC | OPERATIONS | $5,000 | |
| CISCO COLLEGE | ||||||||
| 101 COLLEGE HEIGHTS | ABILENE | TX | 76437 | NONE | PC | LVN DUAL CREDIT PILOT PROGRAM | $22,500 | |
| CITY OF CLARENDON | ||||||||
| PO BOX 364 | ABILENE | TX | 79226 | NONE | PC | CLARENDON VFD | $25,000 | |
| CITY OF GROOM | ||||||||
| PO BOX 217 | ABILENE | TX | 79039 | NONE | PC | GROOM VFD | $12,500 | |
| CITY OF SHAMROCK | ||||||||
| 400 NORTH MAIN STREET | ABILENE | TX | 79079 | NONE | PC | SHAMROCK VFD | $10,000 | |
| COMMUNIO FOUNDATION | ||||||||
| 5500 CHEROKEE AVE SUITE 480 | ABILENE | TX | 22312 | NONE | PC | NATIONAL STRATEGY TO SAVE THE FAMILY | $100,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | ABILENE GIVES AMPLIFICATION POOL | $5,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | MARTHA KIEL MEMORIAL | $5,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | REGION 14 PACE COLLABORATIVE | $25,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | FFIN DISASTER RELIEF FUND. HURRICANE BERYL. | $5,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | EMERGENCY PREPAREDNESS CONFERENCE | $1,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | TO SUPPORT ABILENE HERITAGE SQUARE PROJECT | $2,500,000 | |
| COMMUNITY FOUNDATION OF ABILENE | ||||||||
| PO BOX 1001 | ABILENE | TX | 79604 | NONE | PC | WEST TEXAS HOMELESS NETWORK | $32,000 | |
| COMMUNITY FOUNDATION OF LINCOLN COUNTY | ||||||||
| PO BOX 2750 | ABILENE | TX | 88355 | NONE | PC | DISASTER RESPONSE SOUTH FORK AND SALT FIRES | $7,500 | |
| CONSUMERS' RESEARCH INC | ||||||||
| 1801 F ST NW STE 304 | ABILENE | TX | 20006 | NONE | PC | OPERATIONS | $10,000 | |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||||
| 801 7TH AVE | ABILENE | TX | 76104 | NONE | PC | LOUDEN MEMORIAL | $30,000 | |
| DAY NURSERY OF ABILENE INC | ||||||||
| 702 CEDAR | ABILENE | TX | 79601 | NONE | PC | FALL 2024 EVENTS | $5,000 | |
| EXPO CENTER OF TAYLOR COUNTY | ||||||||
| 1700 STATE HIGHWAY 36 | ABILENE | TX | 79602 | NONE | PC | OPERATIONS | $15,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| PO BOX 65607 | ABILENE | TX | 20035 | NONE | PC | OPERATIONS | $2,500 | |
| FAITH CITY INC | ||||||||
| PO BOX 870 | ABILENE | TX | 79105 | NONE | PC | OPERATIONS | $10,000 | |
| FIRST BAPTIST CHURCH - AMARILLO | ||||||||
| 1208 S TYLER ST | ABILENE | TX | 79101 | NONE | PC | OPERATIONS | $20,000 | |
| FORT GRIFFIN FANDANGLE ASSOCIATION INC | ||||||||
| PO BOX 2017 | ABILENE | TX | 76430 | NONE | PC | OPERATING SUPPORT - FANDANGLE | $5,000 | |
| FOUNDATION FOR CULTURAL REVIEW INC | ||||||||
| 900 BROADWAY SUITE 602 | ABILENE | TX | 10003 | NONE | PC | THE NEW CRITERION OPERATIONS | $20,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION INC | ||||||||
| 1776 PEACHTREE STREET NW SUITE 710S | ABILENE | TX | 30309 | NONE | PC | OPERATIONS | $10,000 | |
| FRIENDS FOR LIFE | ||||||||
| PO BOX 23491 | ABILENE | TX | 76702 | NONE | PC | OPERATIONS | $5,000 | |
| FRIENDS OF THE GAP INC | ||||||||
| PO BOX 665 | ABILENE | TX | 79508 | NONE | PC | SMITHSONIAN TRAVELING EXHIBIT | $20,000 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40726 | ABILENE | TX | 37204 | NONE | PC | OPERATIONS | $50,000 | |
| GENTLE GIANTS | ||||||||
| 24952 RANCHO CLEMENT | ABILENE | TX | 92677 | NONE | PC | OPERATIONS | $1,000 | |
| GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD | ||||||||
| PO BOX 906 | ABILENE | TX | 21705 | NONE | PC | OPERATIONS | $1,000 | |
| GRACE MUSEUM | ||||||||
| 102 CYPRESS STREET | ABILENE | TX | 79601 | NONE | PC | ART VAULT RENOVATION | $25,000 | |
| GRIPP MEMORIAL YOUTH FOUNDATION INC | ||||||||
| PO BOX 2237 | ABILENE | TX | 79045 | NONE | PC | 2024 SPICER GRIPP YOUTH MEMORIAL | $15,000 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| PO BOX 151200 | ABILENE | TX | 94915 | NONE | PC | OPERATIONS | $1,000 | |
| GUIDING EYES FOR THE BLIND INC | ||||||||
| 611 GRANITE SPRINGS RD | ABILENE | TX | 10598 | NONE | PC | OPERATIONS | $1,000 | |
| HAPPY TRAILS CHILDREN'S FOUNDATION | ||||||||
| 1075 APPLE VALLEY ROAD | ABILENE | TX | 92308 | NONE | PC | PRODUCTION OF TODAY'S WILD WEST | $5,000 | |
| HARDIN-SIMMONS UNIVERSITY | ||||||||
| PO BOX 16000 | ABILENE | TX | 79698 | NONE | PC | SCHOOL OF NURSING | $1,000,000 | |
| HEAL THE CITY FREE CLINIC | ||||||||
| PO BOX 2556 | ABILENE | TX | 79105 | NONE | PC | OPERATIONS | $100,000 | |
| HENDRICK MEDICAL CENTER FOUNDATION | ||||||||
| PO BOX 3117 | ABILENE | TX | 79604 | NONE | PC | A FOUNDATION FOR THE FUTURE | $600,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | ABILENE | TX | 20002 | NONE | PC | OPERATIONS | $25,000 | |
| HISTORIC PARAMOUNT THEATRE INC | ||||||||
| PO BOX 1818 | ABILENE | TX | 79604 | NONE | PC | SUMMER MUSICAL | $6,000 | |
| HOOVER VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 820 | ABILENE | TX | 79066 | NONE | PC | VFD OPERATIONS | $30,000 | |
| HOUSES FOR HEALING INC | ||||||||
| PO BOX 2320 | ABILENE | TX | 79604 | NONE | PC | INFRASTRUCTURE AND CONSTRUCTION | $15,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 4 WEEMS LANE 312 | ABILENE | TX | 22601 | NONE | PC | OPERATIONS - TEXAS RESEARCH | $10,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE ROAD | ABILENE | TX | 19807 | NONE | PC | TEXAS INITIATIVES | $25,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 402 CYPRESS ST STE 804 | ABILENE | TX | 79601 | NONE | PC | FINANCIAL LITERACY & CAREER READINESS EDUCATION | $17,500 | |
| LEARNING ALLY | ||||||||
| 20 ROSZEL ROAD | ABILENE | TX | 08540 | NONE | PC | OPERATIONS | $5,000 | |
| LEFORS VOLUNTEER FIRE AND EMS SERVICES INC | ||||||||
| PO BOX 361 | ABILENE | TX | 79054 | NONE | PC | VFD OPERATIONS | $10,000 | |
| M D ANDERSON CANCER CENTER | ||||||||
| PO BOX 301439 | ABILENE | TX | 77230 | NONE | PC | NK CELL THERAPY MELANOMA RESEARCH | $1,000,000 | |
| MARCH OF DIMES | ||||||||
| PO BOX 18819 | ABILENE | TX | 31126 | NONE | PC | MARCH FOR BABIES | $2,500 | |
| MCLEAN VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 212 | ABILENE | TX | 79057 | NONE | PC | VFD OPERATIONS | $20,000 | |
| MCLEAN-ALANREED AREA MUSEUM | ||||||||
| PO BOX 354 | ABILENE | TX | 79057 | NONE | PC | OPERATIONS | $1,000 | |
| MIAMI-ROBERTS COUNTY VOLUNTEER FIRE DEPARTMENT | ||||||||
| 214 N MAIN STREET | ABILENE | TX | 79059 | NONE | PC | VFD OPERATIONS | $25,000 | |
| MOVING PICTURE INSTITUTE | ||||||||
| 375 GREENWICH ST | ABILENE | TX | 10013 | NONE | PC | OPERATIONS | $10,000 | |
| NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM | ||||||||
| 1700 NORTHEAST 63RD STREET | ABILENE | TX | 73111 | NONE | PC | OPERATIONS | $3,000 | |
| NATIONAL REVIEW INSTITUTE | ||||||||
| 19 WEST 44TH STREET SUITE 1701 | ABILENE | TX | 10036 | NONE | PC | OPERATIONS | $15,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 600 14TH STREET NW SUITE 500 | ABILENE | TX | 20005 | NONE | PC | OPERATIONS | $300 | |
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1360 EAST CAPITOL STREET NE | ABILENE | TX | 20003 | NONE | PC | OPERATIONS | $5,000 | |
| NRA SPECIAL CONTRIBUTION FUND NRA WHITTINGTON CENTER | ||||||||
| PO BOX 700 | ABILENE | TX | 87740 | NONE | PC | OPERATIONS | $500 | |
| OPERATION KINDNESS | ||||||||
| 3201 EARHART DRIVE | ABILENE | TX | 75006 | NONE | PC | MEDICAL CARE FOR SHELTER ANIMALS | $5,000 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| PO BOX 60485 | ABILENE | TX | 91116 | NONE | PC | OPERATIONS | $15,000 | |
| PARENTS TELEVISION COUNCIL INC | ||||||||
| PO BOX 4210 | ABILENE | TX | 91503 | NONE | PC | OPERATIONS | $15,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | ABILENE | TX | 02472 | NONE | PC | OPERATIONS | $500 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 400N | ABILENE | TX | 20036 | NONE | PC | OPERATIONS | $5,000 | |
| PINK CAP WARRIORS ON THE MOVE | ||||||||
| 2401 MANOR OAKS TER | ABILENE | TX | 79602 | NONE | PC | OPERATIONS | $5,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | ABILENE | TX | 91403 | NONE | PC | OPERATIONS | $33,000 | |
| RANCHING HERITAGE ASSOCIATION | ||||||||
| PO BOX 43200 | ABILENE | TX | 79409 | NONE | PC | OPERATIONS | $1,000 | |
| REGIONAL VICTIM CRISIS CENTER | ||||||||
| PO BOX 122 | ABILENE | TX | 79604 | NONE | PC | MEN OF STRENGTH AND STYLE EVENT. | $1,500 | |
| RESCUE THE ANIMALS | ||||||||
| 4620 N 1ST ST | ABILENE | TX | 79603 | NONE | PC | FUR BALL | $18,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF ARKANSAS INC | ||||||||
| 1501 W 10TH ST | ABILENE | TX | 72202 | NONE | PC | BAXTER MEMORIAL | $10,000 | |
| SAINTS' ROOST MUSEUM (THE) | ||||||||
| PO BOX 781 | ABILENE | TX | 79226 | NONE | PC | CHARLES GOODNIGHT CHUCK WAGON COOKOFF | $5,000 | |
| SALVATION ARMY | ||||||||
| 1726 BUTTERNUT STREET | ABILENE | TX | 79602 | NONE | PC | CAPITAL PROJECT AND OPERATIONS | $41,667 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | ABILENE | TX | 28607 | NONE | PC | HURRICANE HELENE DISASTER RESPONSE | $50,000 | |
| SAN ANTONIO LIVESTOCK EXPOSITION INC | ||||||||
| PO BOX 200230 | ABILENE | TX | 78220 | NONE | PC | JUNIOR LIVESTOCK ASSOCIATION SALE | $10,000 | |
| SECOND CHANCES FOR BLIND DOGS FOUNDATION INC | ||||||||
| 4335 VAN NUYS BLVD SUITE 190 | ABILENE | TX | 91403 | NONE | PC | OPERATIONS | $500 | |
| SHARING IS CARING | ||||||||
| PO BOX 95 | ABILENE | TX | 79014 | NONE | PC | LONESTAR ANGEL PROJECT | $25,000 | |
| SIGHT SAVERS AMERICA | ||||||||
| 337 BUSINESS CIRCLE | ABILENE | TX | 35124 | NONE | PC | VISION SERVICES IN ABILENE & SAN ANGELO | $20,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | ABILENE | TX | 10017 | NONE | PC | OPERATIONS | $1,000 | |
| SOUTHEASTERN GUIDE DOGS INC | ||||||||
| 4210 77TH STREET EAST | ABILENE | TX | 34221 | NONE | PC | VETERAN SERVICE DOG PROGRAM- LIMITED TO SOUTHERN REGION | $10,000 | |
| ST ANDREW'S EPISCOPAL SCHOOL | ||||||||
| 1515 S GEORGIA ST | ABILENE | TX | 79102 | NONE | PC | OPERATIONS | $10,000 | |
| ST JOHN THE BAPTIST EPISCOPAL CHURCH | ||||||||
| PO BOX 1078 | ABILENE | TX | 79226 | NONE | PC | OPERATIONS | $6,000 | |
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||
| 727 W BROWNING | ABILENE | TX | 79065 | NONE | PC | ORGAN MUSIC PROGRAM | $28,000 | |
| STATE FINANCIAL OFFICERS FOUNDATION INC | ||||||||
| 13851 W 63RD STREET SUITE 405 | ABILENE | TX | 66216 | NONE | PC | OPERATIONS | $10,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ABILENE | TX | 22209 | NONE | PC | OPERATIONS | $5,000 | 360 |
| TEXAS BUSINESS HALL OF FAME FOUNDATION | ||||||||
| 675 BERING DRIVE STE 200 | ABILENE | TX | 77057 | NONE | PC | MILLER HALL OF FAME HONORARIUM | $25,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297044 | ABILENE | TX | 76129 | NONE | PC | MEDICAL SCHOOL ENDOWMENT | $449,444 | |
| TEXAS MILITARY INSTITUTE | ||||||||
| 20955 W TEJAS TRL | ABILENE | TX | 78257 | NONE | PC | DR. SUSAN MENGDEN HALL OF FAME HONORARIUM | $5,000 | |
| TEXAS RAMP PROJECT | ||||||||
| PO BOX 832065 | ABILENE | TX | 75083 | NONE | PC | RAMPS IN ABILENE AREA | $5,000 | |
| TEXAS RURAL HEALTH ASSOCIATION INC | ||||||||
| 3702 LOOP 322 | ABILENE | TX | 79602 | NONE | PC | RURAL OPERATIONS IN BIG COUNTRY | $5,000 | |
| TEXAS TECH FOUNDATION | ||||||||
| PO BOX 41081 | ABILENE | TX | 79409 | NONE | PC | DISTINGUISHED ALUMNI EVENT | $310,000 | |
| THE GLOBAL ORPHAN PROJECT | ||||||||
| 3161 WYANDOTTE ST | ABILENE | TX | 64111 | NONE | PC | CARE PORTAL PROGRAM IN TAYLOR COUNTY | $150,000 | |
| TIGER CREEK ANIMAL SANCTUARY | ||||||||
| 17552 FM 14 | ABILENE | TX | 75706 | NONE | PC | OPERATIONS | $500 | |
| TREEHOUSE SAFE EXCHANGE & TRAINING CENTER INC | ||||||||
| 2438 INDUSTRIAL BLVD 257 | ABILENE | TX | 79605 | NONE | PC | VISITATION PLAYROOMS | $3,000 | |
| UNITED STATES GOLF ASSOCIATION | ||||||||
| 77 LIBERTY CORNER ROAD | ABILENE | TX | 07938 | NONE | PC | US NATIONAL DEVELOPMENT PROGRAM | $50,000 | |
| UNITED WAY OF ABILENE | ||||||||
| PO BOX 82 | ABILENE | TX | 79604 | NONE | PC | WINTER LIGHT FEST | $185,000 | |
| USA SHOOTING | ||||||||
| 1 OLYMPIC PLAZA | ABILENE | TX | 80909 | NONE | PC | OPERATIONS | $500 | |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| PO BOX 910888 | ABILENE | TX | 75391 | NONE | PC | OPERATIONS | $26,000 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||||
| 3101 WISCONSIN AVE NW | ABILENE | TX | 20016 | NONE | PC | OPERATIONS | $500 | |
| WAYLAND BAPTIST UNIVERSITY | ||||||||
| 1900 W 7TH STREET | ABILENE | TX | 79072 | NONE | PC | VOLLEYBALL PROGRAM | $25,000 | |
| WEST TEXAS REHABILITATION CENTER FOUNDATION | ||||||||
| 4601 HARTFORD ST | ABILENE | TX | 79605 | NONE | PC | CAPITAL PROJECT | $1,683,667 | |
| WREATHS ACROSS AMERICA | ||||||||
| PO BOX 249 | ABILENE | TX | 04623 | NONE | PC | WREATH PLACEMENT AT TX STATE VETERANS CEMETERY IN ABILENE | $1,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SUITE 600 | ABILENE | TX | 20191 | NONE | PC | OPERATIONS | $25,000 | |
| YOUNG LIFE | ||||||||
| 1250 PETROLEUM DRIVE STE B | ABILENE | TX | 79605 | NONE | PC | OPERATIONS - ABILENE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,562,078 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HENDRICK MEDICAL CENTER FOUNDATION | |||||||
| 1900 PINE ST | ABILENE | TX | 79601 | NONE | PC | CHARITABLE - FUTURE EXPANSION PROJECT | $8,400,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL - HUMAN PERFORMANCE TRAINING FACILITY | $2,277,778 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | EDUCATONAL - MEDICAL SCHOOL ENDOWMENT | $1,333,333 |
| WEST TEXAS REHABILITATION CENTER FOUNDATION | |||||||
| 4601 HARTFORD ST | ABILENE | TX | 76901 | NONE | PC | CHARITABLE - OPERATIONS SUPPORT | $1,666,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,677,778 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377,505 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,955,816 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $644,973 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $14,665,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,373,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $644,973 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,371,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,016,688 | 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 | AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $99,997 | Amt |
| Net Investment Income | $68,329 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,668 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE, INC. | $390,868 | $431,340 |
| ADVANCED MICRO DEVICES, INC. | $347,973 | $445,715 |
| AERCAP HOLDINGS | $778,430 | $1,313,004 |
| AFLAC INC. | $121,751 | $169,642 |
| ALEXANDRIA REAL ESTATE | $364,734 | $288,553 |
| ALPHABET, INC. | $1,121,185 | $2,335,394 |
| AMAZON.COM, INC. | $1,447,814 | $3,015,954 |
| AMEN PROPERTIES | $115,658 | $375,500 |
| AMERICAN ELECTRIC POWER CO., INC. | $437,844 | $511,969 |
| AMERICAN TOWER CORP. | $195,765 | $192,030 |
| AMGEN, INC. | $662,921 | $752,207 |
| AMPHENOL CORP | $115,176 | $184,737 |
| APPLE COMPUTER, INC. | $1,095,195 | $2,195,683 |
| APPLIED MATERIALS INC. | $133,317 | $148,319 |
| BANK OF AMERICA CORP | $358,235 | $551,309 |
| BLACKROCK, INC. | $416,423 | $666,322 |
| BLACKSTONE GROUP, INC. | $441,108 | $1,365,566 |
| BOOKING HOLDINGS, INC. | $229,703 | $616,084 |
| BROADCOM, INC. | $309,956 | $1,669,944 |
| CAMDEN PROPERTY TRUST | $130,058 | $133,214 |
| CATERPILLAR INC. | $128,901 | $171,948 |
| CHART INDUSTRIES | $454,084 | $694,467 |
| CHEVRON CORP. | $390,860 | $517,513 |
| CISCO SYSTEMS, INC. | $283,034 | $452,880 |
| CITIGROUP, INC. | $339,820 | $388,271 |
| COCA COLA CO. | $299,303 | $399,958 |
| COMCAST CORP. | $490,731 | $417,409 |
| CONOCOPHILLIPS, INC. | $1,840,891 | $4,164,049 |
| COSTCO WHOLESALE CORP | $127,566 | $210,742 |
| DANAHER CORP. | $848,882 | $984,310 |
| EATON CORP. | $140,155 | $625,907 |
| ENTEGRIS, INC. | $494,292 | $620,908 |
| EOG RESOURCES INC | $130,877 | $123,683 |
| EQUINIX, INC. | $220,437 | $302,668 |
| FERGUSON | $543,075 | $719,795 |
| FIRST FINANCIAL BANKSHARES | $556,775 | $20,188,000 |
| GENERAC HOLDINGS, INC. | $338,902 | $259,709 |
| HERSHEY COMPANY | $143,063 | $110,924 |
| HOME DEPOT, INC. | $162,842 | $349,702 |
| HONEYWELL INTERNATIONAL, INC. | $358,994 | $534,908 |
| INCYTE CORP | $270,601 | $305,635 |
| INTUIT INC. | $696,852 | $929,552 |
| INTUITIVE SURGICAL, INC. | $188,363 | $421,222 |
| INVITATION HOMES, INC. | $208,109 | $204,544 |
| IQVIA HOLDINGS | $461,895 | $532,149 |
| JOHNSON & JOHNSON | $599,779 | $664,095 |
| JP MORGAN CHASE & CO. | $519,247 | $1,139,342 |
| KLA TENCOR CORP. | $134,789 | $172,653 |
| LAM RESEARCH CORP. | $316,187 | $442,770 |
| LENNAR CORP | $138,752 | $158,598 |
| LOCKHEED MARTIN CORP. | $398,088 | $561,747 |
| LOWE'S, INC. | $343,081 | $397,348 |
| LULULEMON ATHLETICA, INC. | $143,242 | $180,115 |
| MAIN STREET CAPITAL | $2,016,892 | $6,643,537 |
| MARATHON PETROLEUM CORP | $123,048 | $122,063 |
| MARTIN MARIETTA MATERIALS, INC. | $542,458 | $734,463 |
| MASTERCARD, INC. | $147,607 | $275,396 |
| MCDONALDS CORP. | $603,615 | $858,073 |
| MEDTRONIC | $383,575 | $335,655 |
| MERCK & CO. | $553,513 | $861,497 |
| META PLATFORMS, INC. | $1,225,600 | $2,348,481 |
| MICROSOFT CORP. | $2,459,203 | $4,031,648 |
| MONDELEZ INTL, INC. | $366,248 | $489,248 |
| NEUROCRINE BIOSCIENCES INC | $358,714 | $409,910 |
| NEXTERA ENERGY, INC. | $769,430 | $814,757 |
| NISOURCE INC | $211,949 | $292,720 |
| NOVARTIS, INC. | $198,219 | $246,584 |
| NUCOR CORP | $136,923 | $95,936 |
| NVIDIA CORP. | $880,767 | $2,257,683 |
| OLD DOMINION FREIGHT | $125,623 | $106,898 |
| PALO ALTO NETWORKS, INC | $828,686 | $1,527,736 |
| PARKER-HANNIFIN CORP | $131,626 | $206,074 |
| PEPSICO, INC. | $341,456 | $462,567 |
| PERMIAN RESOURCES CORP | $545,185 | $505,917 |
| ROPER TECHNOLOGIES, INC. | $215,200 | $319,188 |
| SALESFORCE.COM, INC. | $1,098,487 | $1,379,446 |
| SHERWIN WILLIAMS CO. | $418,530 | $583,660 |
| SPDR S&P REGIONAL BANKING ETF (KBW) | $479,180 | $692,637 |
| STARBUCKS CORP. | $222,335 | $297,931 |
| T MOBILE US INC | $617,763 | $957,306 |
| TEXAS PACIFIC LAND CORP. | $712,398 | $4,976,820 |
| THE CIGNA GROUP | $127,419 | $121,778 |
| UNION PACIFIC CORP. | $133,471 | $149,138 |
| UNITED THERAPEUTICS CORP | $401,876 | $606,885 |
| VERITION INTERNATIONAL MULTI-STRATEGY FUND | $2,500,000 | $2,849,456 |
| VISA INC | $130,528 | $172,242 |
| WALMART INC. | $138,647 | $277,013 |
| WELLS FARGO & CO. | $21,746 | $128,820 |
| WILLIAMS CO., INC. | $218,110 | $549,643 |
| ZOETIS INC | $135,186 | $119,423 |
| AES CORP. | $410,585 | $321,544 |
| AMN HEALTHCARE SERVICES, INC. | $913,911 | $374,850 |
| GITLAB, INC. | $543,155 | $570,826 |
| PROCTOR & GAMBLE CO. | $148,516 | $158,429 |
| SCHLUMBERGER N.V. | $205,979 | $181,770 |
| SPDR BLOOMBERG 1-3 MONTH ETF | $501,622 | $500,396 |
| STRYKER CORP. | $153,056 | $164,543 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO. | $806,180 | $1,154,922 |
| TALEN ENERGY CORP | $855,021 | $1,501,153 |
| TESLA, INC. | $164,311 | $403,840 |
| VEEVA SYSTEMS, INC. | $635,479 | $707,281 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABILENE ALLDALE III PARTNERS, LLC | FMV | $222,731 | $291,344 |
| ABILENE ALLDALE IV PARTNERS, LP | FMV | $303,743 | $383,829 |
| ABILENE EF MIDSTREAM IV PARTNERS | FMV | $402,637 | $1,370,651 |
| ABILENE ENCAP FUND XI PARTNERS | FMV | $705,990 | $1,806,550 |
| ABILENE MARTICA PARTNERS I | FMV | $279,592 | $284,946 |
| ABILENE PENNYBACKER IV PARTNERS | FMV | $153,288 | $149,164 |
| ABILENE PERMIAN I PARTNERS | FMV | $1,822,400 | $3,617,835 |
| ABILENE PERMIAN LANDS, LP | FMV | $235,161 | $240,168 |
| ABILENE TAILWATER MIDSTREAM III | FMV | $300,722 | $2,192,327 |
| ANCOR PLEDGE FUND XI | FMV | $259,459 | $0 |
| ANCOR PLEDGE FUND XII | FMV | $449,935 | $451,228 |
| ARTIS VENTURES XII SPV | FMV | $1,784,437 | $1,582,701 |
| CENTRAL PARK - 91, LTD | FMV | $23,197 | $84,075 |
| CHCP DIRECT INVESTORS, LP | FMV | $901,209 | $909,653 |
| DJ - LEGACY PARTNERS | FMV | $808,856 | $11,757,626 |
| DJ - PEI PARTNERS | FMV | $8,177,725 | $17,786,999 |
| HOG PARTNERSHIP, LP | FMV | $134,465 | $489,361 |
| KSL PARTNERS | FMV | $28,775,655 | $38,947,734 |
| MDJ MINERALS, LLP | FMV | $0 | $58,750,000 |
| SFF ROYALTY, LLC | FMV | $5,361 | $489,674 |
| SOFTSEARCH INVESTMENT, LP | FMV | $1,560,183 | $4,079,322 |
| SOFTVEST, LP | FMV | $9,850,569 | $36,374,269 |
| TEJON KIMBELL PARTNERS I | FMV | $1,382 | $1,095 |
| TEJON SILVER HILL ENERGY PARTNERS II | FMV | $17,016 | $10,545 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM KICKAPOO SPRINGS FOUNDATION | $283,453 | $214,852 | $214,852 |
| DUE FROM KARAKIN FOUNDATION | $377,937 | $286,469 | $286,469 |
| OTHER RECEIVABLES | $0 | $625,622 | $625,622 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $24,382 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN COST REIMBURSEMENT - KSF OFFICE EXPENSES | -$54,294 | -$37,099 | -$17,195 |
| ADMIN COST REIMBURSEMENT - KSF SALARY & BENEFIT EXPENSES | -$669,615 | -$458,195 | -$211,419 |
| ADMIN COST REIMBURSEMENT - KARAKIN OFFICE EXPENSES | -$72,392 | -$49,466 | -$22,926 |
| ADMIN COST REIMBURSEMENT - KARAKIN SALARY & BENEFITS EXPENSES | -$892,819 | -$610,927 | -$281,892 |
| COMPUTER & SOFTWARE EXPENSE | $124,250 | $84,901 | $39,349 |
| CONFERENCE & WORKSHOP EXPENSE | $409 | $280 | $130 |
| DUES EXPENSE | $938 | $641 | $297 |
| INVESTMENT FEES | $288,330 | $288,330 | $0 |
| LIFE INSURANCE FBO EMPLOYEES | $121,855 | $83,264 | $38,590 |
| OFFICE EXPENSE | $30,189 | $20,628 | $9,560 |
| PARKING | $2,876 | $1,965 | $911 |
| POSTAGE | $3,505 | $2,395 | $1,110 |
| PROPERTY INSURANCE | $697 | $476 | $221 |
| SUBSCRIPTIONS | $23,809 | $16,269 | $7,540 |
| TRAVEL | $10,960 | $7,489 | $3,471 |
| UTILITIES | $3,294 | $2,251 | $1,043 |
| LEGAL AND PROFESSIONAL FEES | $4,100 | $2,801 | $1,298 |
| DEPLETION | $1,417,861 | $549,982 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $14,662,234 | $14,662,234 | $14,662,234 |
| TAX-EXEMPT INCOME | $3,094 | $0 | $3,094 |
| PARTNERHIP INC - UBI | $644,973 | $0 | $644,973 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PERCENTAGE DEPLETION | $535,206 |
| ADJUSTMENT TO CONTRIBUTIONS | $12,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAX LIABILITY | $9,401 | $10,859 |
| MDJ MINERALS, LLP - NEGATIVE CAPITAL BALANCE | $0 | $12,218 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME & EXCISE TAX | $269,627 | $0 | $0 |
| FOREIGN TAX WITHHELD | $11,538 | $0 | $0 |
| PAYROLL TAXES | $118,368 | $78,740 | $39,628 |