STEPHENS FAMILY FAOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENS FAMILY FAOUNDATION (EIN 20-2784814)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-02
- IRS object ID
- 202620929349100632
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-02T17:47:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751847161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUPP BAUER HANSON & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202784814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9407232166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2249 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P STEPHENS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9407232166 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG LEWIS CPA | PreparerPersonNm |
| PTIN | P00603637 | PTIN |
| Phone | 9403223103 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $6,468,185 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $846,946 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,709 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,291,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,989 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,462 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $291 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $443 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $601,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $682,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,913 | CashBOYAmt |
| Cash EOY | $77,977 | CashEOYAmt |
| Cash EOYFMV | $77,977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,891,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,374,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,374,687 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,274,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,626,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,015,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,397,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,079,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,468,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,397,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,079,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,397,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,079,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,397,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,079,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,397,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $682,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,079,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,079,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $254,600 | GrossSalesPriceAmt |
| Gain Or Loss | $254,600 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $254,600 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,600 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,955 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS P STEPHENS | IndividualWithBooksNm |
| Phone | 9407232166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 6TH STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS P STEPHENS | ||||||||
| 811 6TH STREET | WICHITA FALLS | TX | 76301 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN S GEYER | ||||||||
| 811 6TH STREET | WICHITA FALLS | TX | 76301 | VICE-PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE S SMETHIE | ||||||||
| 811 6TH STREET | WICHITA FALLS | TX | 76301 | VICE-PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| CRAIG LEWIS | ||||||||
| 2520 E ELLIOTT STREET | WICHITA FALLS | TX | 76308 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,748,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,133,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,917,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,917,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,828,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $291,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $291,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,155 | TotalTaxAmt |
| Distributable Before Adj | $285,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $601,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $601,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $375,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $347,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $723,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $601,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $285,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $316,194 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,040,081 | 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 | $1,040,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $375,925 | ExcessFromYear2Amt |
| Excess From Year1 | $347,962 | ExcessFromYear1Amt |
| Excess From Current Year | $316,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS P STEPHENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 6TH STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407232166 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER ASSOCIATION | ||||||||
| PO BOX 5 | WICHITA FALLS | TX | 76307 | NONE | NC | GENERAL OPERATIONS | $61,225 | |
| AMERICAN FRIENDS OF LACMUS FESTIVAL | ||||||||
| 5030 CAMPUS DRIVE | NEWPORT BEACH | CA | 92660 | NONE | NC | GENERAL OPERATIONS | $13,787 | |
| ATLANTA OPERA | ||||||||
| 1575 NORTHSIDE DRIVE NW BUILDING | ATLANTA | GA | 30318 | NONE | NC | GENERAL OPERATIONS | $13,787 | SUITE 350 |
| BROADWAY DALLAS | ||||||||
| 909 1ST AVENUE | DALLAS | TX | 75210 | NONE | NC | GENERAL OPERATIONS | $30,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | NONE | NC | GENERAL OPERATIONS | $10,000 | |
| DALLAS ARBORETUM & BOTANICAL | ||||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | NONE | NC | GENERAL OPERATIONS | $9,000 | |
| DALLAS OPERA | ||||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | NC | GENERAL OPERATIONS | $60,000 | |
| DALLAS SYMPHONY ASSOCIATION | ||||||||
| 2301 FLORA STREET SUITE 300 | DALLAS | TX | 75201 | NONE | NC | GENERAL OPERATIONS | $48,550 | |
| DALLAS SYMPHONY ASSOCIATION DALLAS SYMPHONY ORCHESTRA LEAGUE | ||||||||
| 3629 DARTMOUTH AVENUE | DALLAS | TX | 75205 | NONE | NC | GENERAL OPERATIONS | $25,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| PO BOX 98131 | WASHINGTON | DC | 20077 | NONE | NC | GENERAL OPERATIONS | $2,500 | |
| HORIZON CIRCLE | ||||||||
| 3111 WELBORN STREET SUITE 120 | DALLAS | TX | 75219 | NONE | NC | GENERAL OPERATIONS | $10,000 | |
| MERCY CHEFS | ||||||||
| 711 WASHINGTON STREET | PORTSMOUTH | VA | 23704 | NONE | NC | GENERAL OPERATIONS | $10,000 | |
| MISSOULA INTERNATIONAL SCHOOL | ||||||||
| 808 S 3RD STREET WEST | MISSOULA | MT | 59801 | NONE | NC | GENERAL OPERATIONS | $20,000 | |
| MSU FOUNDATION | ||||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NONE | NC | GENERAL OPERATIONS | $100,000 | |
| OPERA PARALLELE | ||||||||
| 44 PAGE STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | NC | GENERAL OPERATIONS | $4,926 | |
| PARK CITIES PRESBYTERIAN CHURCH | ||||||||
| 4124 OAK LAWN AVENUE | DALLAS | TX | 75219 | NONE | NC | GENERAL OPERATIONS | $7,500 | |
| SAINT MARK'S EPISCOPAL CHURCH | ||||||||
| 516 SOUTH OCONNOR ROAD | IRVING | TX | 75060 | NONE | NC | GENERAL OPERATIONS | $61,225 | |
| SPOLETO FESTIVAL USA | ||||||||
| 14 GEORGE STREET | CHARLESTON | SC | 29401 | NONE | NC | GENERAL OPERATIONS | $7,500 | |
| SWEET BRIAR COLLEGE | ||||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | NONE | NC | GENERAL OPERATIONS | $7,500 | |
| THE CRYSTAL CHARITY BALL | ||||||||
| 3838 OAK LAWN AVENUE SUITE L150 | DALLAS | TX | 75219 | NONE | NC | GENERAL OPERATIONS | $5,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | NC | GENERAL OPERATIONS | $10,000 | |
| UIVERSITY OF TEXAS FOUNDATION | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | NONE | NC | GENERAL OPERATIONS | $2,500 | |
| WICHITA FALLS AREA FOOD BANK | ||||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 10306 | NONE | NC | GENERAL OPERATIONS | $10,000 | |
| YOUNG LIFE | ||||||||
| 3505 KEMP SUITE A | WICHITA FALLS | TX | 76308 | NONE | NC | GENERAL OPERATIONS | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,680 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $444,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,989 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED STEPHENS CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2249 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $846,946 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,925 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,462 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $3,472,406 | $3,980,407 |
| OIL & GAS ROYALTY NET OF ACCUMULATED DEPLETION | AT COST | $154,345 | $35,114 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OPERATING EXPENSES | $308 | $308 | $0 |
| OTHER ROYALTY EXPENSES | $64 | $64 | $0 |
| BANK CHARGE | $71 | $71 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY INCOME | $4,389 | $4,389 | $4,389 |
| OKLAHOMA WITHHOLDING TAXES REFUND | $320 | $320 | $320 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED STEPHENS CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2249 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76307 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INCOME EXCISE TAXES | $5,932 | $0 | $0 |
| OKLAHOMA WITHHOLDING TAXES | $151 | $151 | $0 |
| SEVERANCE TAXES | $140 | $140 | $0 |