SID W RICHARDSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SID W RICHARDSON FOUNDATION (EIN 75-6015828)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107955
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:09:00+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | 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 | 756015828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sid W Richardson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDW | BusinessNameControlTxt |
| Phone | 8173360494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Preston M Geren III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $769,778,619 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,304,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,304,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,384,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,124,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,384,829 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $10,953,226 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,396,857 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $44,643,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,085,968 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $846,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $209,815 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $628,438 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,173,087 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $126,728 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,026,336 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $489,193 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $72,822 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $464,792 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $66,147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,912 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,157 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,011 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $51,033 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,440,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,189,491 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225,705 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,146,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344,289 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $268,178 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33,368 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $348,953 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $78,855 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $263,369 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,554 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,194 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $456 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $456 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $453,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,355,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,126,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,161,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,204,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,654,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,560,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,126,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,816,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,083,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,959,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $911,202 | CashBOYAmt |
| Cash EOY | $902,061 | CashEOYAmt |
| Cash EOYFMV | $902,061 | CashEOYFMVAmt |
| Acct Rcvbl | $1,098,830 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,246,239 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,098,830 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,098,830 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $662 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $117,855 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,720 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,720 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $85,693,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $69,995,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,995,506 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $337,167,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $376,946,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,946,847 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,979,109 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,319,879 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,660,351 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,659,230 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $60,676,864 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $54,982,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,761,907 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,761,907 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,632,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,043,957 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,793,231 | LandBOYAmt |
| Land EOY | $3,588,539 | LandEOYAmt |
| Land EOYFMV | $3,588,539 | LandEOYFMVAmt |
| Other Assets BOY | $10,759,443 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,758,332 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $194,693,345 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $496,333,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,825,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $769,778,619 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $741,189 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $726,183 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,455,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,455,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,274,849 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,916,184 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,471,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,097,367 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $486,862,040 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $519,728,605 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $486,862,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $519,728,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $496,333,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $526,825,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $486,862,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,083,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,783,553 | OtherIncreasesAmt |
| Subtotal | $519,728,605 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $519,728,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $1,468,339 | $2,252,223 | -$783,884 | $0 | -$783,884 |
| Publicly Traded Securities | P | $42,735,378 | $17,855,484 | $24,879,894 | $0 | $24,879,894 |
| US Treasuries | P | $18,727,272 | $18,450,725 | $276,547 | $0 | $276,547 |
| US Treasuries | P | $7,193,164 | $7,180,892 | $12,272 | $0 | $12,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,384,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $583,235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $583,235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $583,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $649,847 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $729,847 | TotalPaymentsAndCreditsAmt |
| Overpayment | $146,612 | OverpaymentAmt |
| Applied To ES Tax | $146,612 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | www.sidrichardson.org | WebsiteAddressTxt |
| Individual With Books | Preston M Geren III | IndividualWithBooksNm |
| Phone | 8173360494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PRESTON M GEREN III | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | PRESIDENT & CEO | 40.00 | $946,974 | $94,327 | $40,135 |
| LEE M BASS | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | VICE PRESIDENT | 0.50 | $1,250 | $0 | $0 |
| EDWARD P BASS | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | CHAIRMAN | 1.00 | $1,250 | $0 | $0 |
| SID R BASS | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | VICE PRESIDENT | 0.50 | $1,250 | $0 | $0 |
| DEE STEER | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | SECRETARY | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE HUNZEKER | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | CONTROLLER | 40.00 | $146,411 | $69,300 | $18,211 |
| CAROLYN JOHNS | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | SENIOR ADMIN OFFICER | 35.00 | $131,375 | $55,666 | $22,085 |
| SCOTT WINTEROWD | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | MUSEUM DIRECTOR | 40.00 | $129,904 | $40,735 | $15,764 |
| LESLIE CLEERE | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | SITE COORDINATOR | 40.00 | $78,958 | $35,800 | $9,192 |
| LESLIE THOMPSON | ||||||||
| 309 Main Street | Fort Worth | TX | 76102 | DIR OF ADULT PGM | 40.00 | $65,565 | $23,054 | $18,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Luther King Capital Management | |||||
| 201 Commerce Street Suite 2500 | Fort Worth | TX | 76102 | Investment Management | $1,056,655 |
| JP Morgan Chase Bank | |||||
| 712 Main 13th Floor North | Houston | TX | 77002 | Trust Custodian | $129,794 |
| Anamaria Suescun-Fast talkStrategy | |||||
| PO Box 761473 | San Antonio | TX | 78245 | PR & Advertising | $92,681 |
| William H Koehler | |||||
| 6417 Drury Lane | Fort Worth | TX | 76116 | Education Consults | $67,500 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Western art museum - approximately 30,000 people visited in 2024 and thousands more engaged online. | Description1Txt |
| Expenses1 | $1,499,141 | Expenses1Amt |
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 | $376,641,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,703,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,505,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $562,850,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $562,850,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,442,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,407,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,720,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,720,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $583,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $583,235 | TotalTaxAmt |
| Distributable Before Adj | $27,137,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $450,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,587,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,587,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,816,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $50,872 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,867,110 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,587,152 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $554,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $554,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,867,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,867,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $554,697 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $554,697 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $165,345 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Preston Geren | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173360494 | RecipientPhoneNum |
| Recipient Email Address | pgeren@sidrichardson.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter describing program or project; see more information at www.sidrichardson.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | January 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Serves the people of Texas in the arts, humanities, health and education. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached List | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $23,654,881 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,654,881 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached List | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 Main Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Support | GrantOrContributionPurposeTxt |
| Amt | $3,455,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,455,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,304,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,384,829 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Royalties | 15 | $10,106,872 |
| Misc. Oil & Gas | 15 | $289,985 |
| Actuarial Gain RP | 1 | $556,369 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,642,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,642,337 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit & Tax Review Fees | CategoryTxt |
| Amt | $68,045 | Amt |
| Net Investment Income | $17,011 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,033 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Statement 126 | PropertyDesc |
| Cost Or Other Basis | $11,014,973 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $6,651,171 | PriorYearDepreciationAmt |
| Current Year Expense | $268,178 | CurrentYearExpenseAmt |
| Net Investment Income | $33,368 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Teleios Approach | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 S Adams Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-12-05 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | Operational support for literacy tutoring and support | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/16/2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-11-16 | VerificationDt |
| Results Of Verification | No Exceptions | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $376,946,847 | EOYBookValueAmt |
| EOYFMV | $376,946,847 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,995,506 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,995,506 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Statement 117 | CategoryOrItemTxt |
| Cost Or Other Basis | $3,979,109 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,319,879 | AccumulatedDepreciationAmt |
| Book Value | $1,659,230 | BookValueAmt |
| EOYFMV | $60,676,864 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP Morgan Money Market | FMV | $60,027,004 | $60,027,004 |
| PIMCO Fund | FMV | $1,734,903 | $1,734,903 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Statement 119 | CategoryOrItemTxt |
| Cost Or Other Basis | $9,632,496 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,043,957 | AccumulatedDepreciationAmt |
| Book Value | $3,588,539 | BookValueAmt |
| EOYFMV | $3,588,539 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $66,147 | LegalFeesAmt |
| Net Investment Income | $29,912 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,157 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Art Collection | $10,648,737 | $10,648,737 | $194,583,750 |
| Museum Digital Images | $109,595 | $109,595 | $109,595 |
| Misc. Other Assets | $1,111 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Statement 103 | Desc |
| Revenue And Expenses Per Books | $483,534 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $453,877 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Statement 106 | Desc |
| Revenue And Expenses Per Books | $10,953,226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,396,857 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $15,783,553 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Taxes Payable | $2,613,355 | $2,832,747 |
| Accrued Postretirement Benefits | $661,494 | $83,437 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | See Statement 109 | CategoryTxt |
| Amt | $1,440,605 | Amt |
| Net Investment Income | $1,189,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $225,705 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | See Statement 110 | CategoryTxt |
| Amt | $1,146,932 | Amt |
| Net Investment Income | $344,289 | NetInvestmentIncomeAmt |