JOSEPHINE ANDERSON CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE ANDERSON CHARITABLE TRUST (EIN 75-1469596)
- Tax period
- 2018-03-01 to 2019-02-28
- Filed
- 2019-07-03
- IRS object ID
- 201931849349100708
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-03T14:01:27-05:00 | ReturnTs |
| Tax Period End | 2019-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263195732 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNOR MCMILLON MITCHELL & SHENNUM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FILLMORE ST STE 600 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751469596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE ANDERSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8063788376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8063788376 | PhoneNum |
| Signature | 2019-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CONNOR | PreparerPersonNm |
| PTIN | P00005727 | PTIN |
| Phone | 8063736661 | PhoneNum |
| Preparation | 2019-06-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.76.17.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-03 | IPDt |
| IP Tm | 14:01:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D21D676A57CCEA87D7981B48F47CED03DC1D6807 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D21D676A57CCEA87D7981B48F47CED03DC1D6807 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,154,756 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $183,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,513,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,243 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,432 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,432 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $406,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,166 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,789 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,621 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,168 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,748 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,747 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,801 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $81,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $535,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,129 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $377,621 | AcctRcvblBOYAmt |
| Corporate Bonds BOY | $2,681,666 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,356,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,284,938 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $17 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $17 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $17 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $50,037 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,717,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,223,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,718,652 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,809,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,680,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,154,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,809,750 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,680,321 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,809,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,680,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,809,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,680,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,809,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,429 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,680,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,680,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VAR. SALES SHORT TERM (STMT 9) | P | $141,169 | $145,028 | -$3,859 | -$3,859 |
| VAR. SALES LONG TERM (STMT 9) | P | $1,296,442 | $1,162,186 | $134,256 | $134,256 |
| LITIGATION SETTLEMENT PROCEEDS | P | $1,621 | $1,621 | $1,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,243 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $454,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,408,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $476,343 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,141,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $472,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,427,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $461,614 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,881,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $446,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,731,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057779 | DistributionYr5Rt |
| Total Distribution | 0.308062 | TotalDistributionRt |
| Average Distribution | 0.061612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,121,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $438,799 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,830 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $442,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $507,915 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,830 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,830 | SubtotalAmt |
| Tax Based On Investment Income | $3,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,496 | TotalPaymentsAndCreditsAmt |
| Tax Due | $334 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMARILLO NATIONAL BANK TRUST DEPT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063788376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMARILLO NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,789 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE - ORGANIZATION IS A GRANT MAKING ENTITY ONLY. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,086,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,230,434 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,230,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,121,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,830 | TotalTaxAmt |
| Distributable Before Adj | $352,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $352,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $352,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,915 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $507,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,830 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $504,085 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $352,269 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $24,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $239,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $507,915 | QualifyingDistributionsAmt |
| Applied To Current Year | $352,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,646 | RemainingDistriFromCorpusAmt |
| Total Corpus | $395,474 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $395,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,331 | ExcessFromYear3Amt |
| Excess From Year2 | $124,215 | ExcessFromYear2Amt |
| Excess From Year1 | $91,282 | ExcessFromYear1Amt |
| Excess From Current Year | $155,646 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACQUE BRANCH VP TRUST OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLAZA ONE - BOX 1 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063788376 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE USE OF THE REQUESTED GIFT AND INCLUDE A COPY OF THE ORGANIZATION'S TAX EXEMPTION LETTER AND TAX ID NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR SUBMISSION OF GRANT REQUESTS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS AND GRANTS ARE MADE TO SEC. 501(C)(3) ORGANIZATIONS LOCATED IN THE TEXAS PANHANDLE AREA. NO GIFTS OR GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT OF HIGH PLAINS | |||||||
| 4302 WEST 45TH | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $2,500 |
| WESLEY COMMUNITY CENTER | |||||||
| 1615 S ROBERTS STREET | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $2,500 |
| AMARILLO COLLEGE - ART FORCE | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | OPERATING | $2,500 |
| HIGH PLAINS FOOD BANK | |||||||
| 801 ROSS STREET | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $10,000 |
| AMARILLO COLLEGE FOUNDATION - LITE | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | PC | OPERATING | $2,500 |
| DALHART EDUCATION FOUNDATION INC | |||||||
| 302 DENROCK AVENUE | DALHART | TX | 79022 | NONE | PC | CAPITAL | $5,000 |
| NEHEMIAH PROJECT - COLLEGE SUCCESS | |||||||
| 2301 NW 14TH AVENUE | AMARILLO | TX | 79107 | NONE | PC | OPERATING | $2,500 |
| BIG BROTHERS BIG SISTERS TEXAS PANH | |||||||
| 2110 S WESTERN | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $2,500 |
| HARRINGTON HOUSE HISTORIC HOME | |||||||
| 1600 S POLK STREET | AMARILLO | TX | 79102 | NONE | PC | CAPITAL | $5,000 |
| TEXAS PANHANDLE HERITAGE FOUNDATION | |||||||
| 1514 5TH AVENUE | CANYON | TX | 79015 | NONE | PC | CAPITAL | $10,000 |
| THE BRIDGE | |||||||
| 804 QUAIL CREEK DRIVE | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $10,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 S MONROE STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| CATHOLIC CHARITIES TEXAS PANHANDLE | |||||||
| 2801 DUNIVEN CIRCLE | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| RONALD MCDONALD HOUSE AMARILLO | |||||||
| 1501 STREIT DRIVE | AMARILLO | TX | 79106 | NONE | PC | CAPITAL | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 411 S FILLMORE STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| AMARILLO HABITAT FOR HUMANITY | |||||||
| 2700 S WILSON | AMARILLO | TX | 79103 | NONE | PC | OPERATING | $5,000 |
| CETA CANYON CAMP & RETREAT CENTER | |||||||
| 37201 FM 1721 | CANYON | TX | 79015 | NONE | PC | CAPITAL | $5,000 |
| AMARILLO SPCA | |||||||
| 11901 S COULTER STREET | AMARILLO | TX | 79119 | NONE | PC | OPERATING | $5,000 |
| LONE STAR BALLET INC | |||||||
| 1000 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| THE HOPE & HEALING PLACE | |||||||
| 1721 S TYLER | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $7,500 |
| OPPORTUNITY SCHOOL | |||||||
| 1100 S HARRISON STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| AMARILLO CHILDREN'S HOME | |||||||
| 3400 BOWIE STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| COALITION OF HEALTH SERVICES | |||||||
| 301 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| HUTCHINSON COUNTY UNITED WAY | |||||||
| 301 W 6TH STREET | BORGER | TX | 79008 | NONE | PC | OPERATING | $2,500 |
| ANOTHER CHANCE HOUSE | |||||||
| 209 S JACKSON STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| GOLDEN SPREAD COUNCIL - BOY SCOUTS | |||||||
| 401 TASCOSA RD | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $7,500 |
| AMARILLO AREA CASA | |||||||
| 112 W 8TH | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| AMARILLO LITTLE THEATRE | |||||||
| PO BOX 2424 | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $10,000 |
| AMARILLO ISD - KIDSFEST | |||||||
| 7200 INTERSTATE 40 WEST | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $1,000 |
| TEXAS PANHANDLE WAR MEMORIAL | |||||||
| 4101 S GEORGIA | AMARILLO | TX | 79110 | NONE | PC | CAPITAL | $10,000 |
| SPECIAL DELIVERY INFANT ADOPTION | |||||||
| 1601 S MONROE STREET | AMARILLO | TX | 79102 | NONE | PC | OPERATING | $2,500 |
| EVELINE RIVERS CHRISTMAS PROJECT | |||||||
| 314 S JEFFERSON STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| PANHANDLE BREAST HEALTH | |||||||
| 301 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $1,000 |
| AMARILLO RECOVERY ALCOHOL & DRUGS | |||||||
| 1001 WALLACE BLVD | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $20,000 |
| WINDOW ON A WIDER WORLD | |||||||
| 500 S BUCHANAN | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $5,000 |
| AMARILLO MUSEUM OF ART | |||||||
| 2200 S VAN BUREN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| ADVO COMPANIES INC | |||||||
| 5241 S WASHINGTON STREET | AMARILLO | TX | 79110 | NONE | PC | OPERATING | $5,000 |
| PALO DURO METRO CHORUS | |||||||
| PO BOX 8511 | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $1,500 |
| SENIOR AMBASSADORS COALITION | |||||||
| PO BOX 2024 | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $5,000 |
| AMARILLO TRI-STATE EXPOSITION | |||||||
| 3301 SE 10TH AVENUE | AMARILLO | TX | 79104 | NONE | PC | OPERATING | $4,000 |
| AMARILLO ZOOLOGICAL SOCIETY | |||||||
| PO BOX 1469 | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $2,500 |
| AMERICAN QUARTER HORSE FOUNDATION | |||||||
| 1600 QUARTER HORSE DRIVE | AMARILLO | TX | 79104 | NONE | PC | OPERATING | $10,000 |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 4TH AVENUE | CANYON | TX | 79015 | NONE | PC | OPERATING | $5,000 |
| WTAMU-CENTER LEARNING DISABILITIES | |||||||
| WTAMU BOX 60766 | CANYON | TX | 79016 | NONE | PC | OPERATING | $5,000 |
| WTAMU - ANDERSON SCHOLARSHIP | |||||||
| WTAMU BOX 60766 | CANYON | TX | 79016 | NONE | PC | OPERATING | $10,000 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | OPERATING | $10,000 |
| THE 100 CLUB OF TEXAS PANHANDLE | |||||||
| PO BOX 589 | AMARILLO | TX | 79105 | NONE | PC | OPERATING | $10,000 |
| SPEARHEAD CORPORATION | |||||||
| PO BOX 733 | SPEARMAN | TX | 79081 | NONE | PC | OPERATING | $5,000 |
| TEXAS TECH FOUNDATION INC | |||||||
| PO BOX 41081 | LUBBOCK | TX | 79409 | NONE | PC | OPERATING | $25,000 |
| EPILEPSY FOUNDATION | |||||||
| 1411 E AMARILLO BLVD | AMARILLO | TX | 79107 | NONE | PC | OPERATING | $5,000 |
| YOUNG LIFE OF AMARILLO | |||||||
| 620 S TAYLOR STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| AMARILLO OPERA INC | |||||||
| 2223 S VAN BUREN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $10,000 |
| DONLEY COUNTY SENIOR CITIZENS | |||||||
| 115 E 4TH STREET | CLARENDON | TX | 79226 | NONE | PC | OPERATING | $3,500 |
| AMARILLO SYMPHONY | |||||||
| 1000 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $10,000 |
| MEALS ON WHEELS | |||||||
| 219 SW 7TH AVENUE | AMARILLO | TX | 79101 | NONE | PC | CAPITAL | $10,000 |
| SPECIAL OLYMPICS | |||||||
| 203 SW 8TH AVENUE | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| A WORLD FOR CHILDREN | |||||||
| 1516 E PALM VALLEY BLVD | ROUND ROCK | TX | 78664 | NONE | PC | OPERATING | $2,000 |
| BUCKNER CHILDREN & FAMILY SERVICES | |||||||
| 2009 N MARS STREET | AMARILLO | TX | 79107 | NONE | PC | OPERATING | $5,000 |
| EVELINE'S SUNSHINE COTTAGE | |||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | NONE | PC | OPERATING | $2,500 |
| FAMILY SUPPORT SERVICES | |||||||
| 1001 S POLK STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| THRIVE AMARILLO | |||||||
| 801 S FILLMORE | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $5,000 |
| CARENET CRISIS PREGNANCY CENTERS | |||||||
| 6709 WOODWARD AVENUE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $2,500 |
| SHARING HOPE MINISTRY INC | |||||||
| PO BOX 7160 | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $2,000 |
| PANHANDLE NUC INC | |||||||
| 1208 S TYLER STREET | AMARILLO | TX | 79101 | NONE | PC | CAPITAL | $5,000 |
| BRIDGES TO LIFE | |||||||
| PO BOX 570895 | HOUSTON | TX | 77257 | NONE | PC | OPERATING | $5,000 |
| BOYS & GIRLS CLUB | |||||||
| 1923 S LINCOLN STREET | AMARILLO | TX | 79109 | NONE | PC | OPERATING | $5,000 |
| SOUTHWEST AMBUCS | |||||||
| PO BOX 2827 | AMARILLO | TX | 79105 | NONE | PC | CAPITAL | $10,000 |
| LEADERSHIP AMARILLO & CANYON | |||||||
| 2300 N WESTERN STREET | AMARILLO | TX | 79124 | NONE | PC | OPERATING | $500 |
| TEXAS TECH UNIV HEALTH SCIENCES | |||||||
| 1400 WALLACE BLVD | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $10,000 |
| MISSION AMARILLO | |||||||
| 3508 LINE AVENUE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $2,500 |
| HIGH PLAINS CHILDREN'S HOME | |||||||
| 11461 S WESTERN STREET | AMARILLO | TX | 79118 | NONE | PC | OPERATING | $2,500 |
| UNITED WAY OF AMARILLO & CANYON | |||||||
| 2207 LINE AVENUE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $5,000 |
| STORYBRIDGE INC | |||||||
| 5016 ERIK AVENUE | AMARILLO | TX | 79106 | NONE | PC | OPERATING | $2,500 |
| HIGH PLAINS PUBLIC RADIO | |||||||
| 104 SW 6TH AVE SUITE B-4 | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| GUYON SAUNDERS RESOURCE CENTER | |||||||
| 200 S TYLER STREET | AMARILLO | TX | 79101 | NONE | PC | OPERATING | $2,500 |
| GREATER AMARILLO FOSTER PARENT ASSN | |||||||
| PO BOX 20470 | AMARILLO | TX | 79114 | NONE | PC | OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,491 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $16,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $406,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,166 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CMMS PLLC | CategoryTxt |
| Amt | $7,495 | Amt |
| Net Investment Income | $3,748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,747 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND INST (107,171) | $1,169,246 | $1,138,158 |
| DODGE & COX INCOME FUND (42,380) | $584,020 | $572,979 |
| FEDERATED TOTAL RETURN BD-IN(54,235) | $602,881 | $573,801 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $17 | CostOrOtherBasisAmt |
| Book Value | $17 | BookValueAmt |
| EOYFMV | $50,037 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN SMALL CAP VALUE FD (7,316) | FMV | $122,158 | $152,179 |
| FEDERATED STRATEGIC VALUE-IN(0) | FMV | ||
| JOHN HANCOCK ALT ASSET (24,780) | FMV | $361,948 | $352,365 |
| VANGUARD GROWTH INDEX ADM (3,472) | FMV | $193,802 | $271,767 |
| VANGUARD MID CAP INDEX ADM (1,494) | FMV | $230,390 | $294,557 |
| VANGUARD SMALL CAP INDEX ADM (5,962) | FMV | $342,880 | $441,978 |
| CAUSEWAY INTL VALUE (8,472) | FMV | $128,915 | $129,114 |
| FEDERATED INTL LEADERS (0) | FMV | ||
| INVESCO DIVERSIFIED DIV FD (35,694) | FMV | $666,843 | $686,035 |
| FIDELITY SPARTAN US EQ IDX (0) | FMV | ||
| T ROWE PRICE GROWTH STOCK (4,336) | FMV | $252,102 | $281,676 |
| OPPENHEIMER INTL GROWTH (3,318) | FMV | $119,009 | $126,965 |
| AB HIGH INCOME ADVISOR (8,198) | FMV | $71,468 | $66,810 |
| LORD ABBETT HIGH YIELD (9,079) | FMV | $68,895 | $66,280 |
| LIQUID ASSETS PORTFOLIO (324,763) | FMV | $324,798 | $324,860 |
| TIAA-CREF LARGE CAP VALUE (18,097) | FMV | $369,006 | $346,371 |
| FIDELITY CONCORD STR 500IDX(10,853) | FMV | $849,117 | $1,053,795 |
| SCHWAB CAP TR INTL INDEX (6,480) | FMV | $121,697 | $123,900 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY | Desc |
| Revenue And Expenses Per Books | $16,432 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,432 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $4,510 | |
| AD VALOREM TAXES | $505 | $505 |
| SEVERANCE TAX | $1,296 | $1,296 |