PRIDDY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PRIDDY FOUNDATION (EIN 75-6029882)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349100830
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T07:46:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750706311 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freemon Shapard & Story | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763013381 | 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 | 756029882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Priddy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRID | BusinessNameControlTxt |
| Phone | 9407238720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 Eighth Street 1010 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Shelley Sweatt | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 9407238720 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Debra Humpert | PreparerPersonNm |
| PTIN | P01206601 | PTIN |
| Phone | 9403224436 | 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 | $290,406,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,093 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,107,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,672,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,127,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,299,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,127,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,253,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,817,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $381,102 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,165 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,937 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $326,161 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,601 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $304,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,242 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $83,174 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $822,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $802,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,001 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $409,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $164,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,870 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,870 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,899 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,970 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,929 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,689 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,375 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,314 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $770,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,329 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $482,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,971,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,164,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,294,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,207,009 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,207,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,178,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,164,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,501,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,074,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,653,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,747,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,468,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,468,898 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,512 | AcctRcvblAmt |
| Acct Rcvbl BOY | $165 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,512 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $362,742 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $72,222,898 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $66,162,710 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $65,371,418 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $51,385,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,886,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,835,732 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $58,594,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,330,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,112,869 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $352,251 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $265,496 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $100,625 | LandBOYAmt |
| Land EOY | $86,755 | LandEOYAmt |
| Land EOYFMV | $86,755 | LandEOYFMVAmt |
| Other Assets BOY | $22,407 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $168,266 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $197,074,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,001,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $290,406,680 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $147,555 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $147,555 | 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 | $196,926,892 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $199,001,842 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,926,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $199,001,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,074,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,001,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,926,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,074,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $199,001,842 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $199,001,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities - Dodge & Cox Short-Term | P | 2025-12-31 | $1,081,962 | $975,261 | $106,701 | $106,701 |
| Publicly Traded Securities - Dodge & Cox Long-Term | P | 2025-12-31 | $12,808,604 | $6,832,163 | $5,976,441 | $5,976,441 |
| Publicly Traded Securities - Luther King Short-Term | P | 2025-12-31 | $1,485,363 | $2,037,099 | -$551,736 | -$551,736 |
| Publicly Traded Securities - Luther King Long-Term | P | 2025-12-31 | $10,144,705 | $6,308,251 | $3,836,454 | $3,836,454 |
| Publicly Traded Securities - Sentry Short-Term | P | 2025-12-31 | $3,315,369 | $3,314,123 | $1,246 | $1,246 |
| Publicly Traded Securities - Sentry Long-Term | P | 2025-12-31 | $22,769,314 | $22,770,195 | -$881 | -$881 |
| Vanguard Large Cap Index Fund Long-Term | P | 2025-12-31 | $2,153,735 | $833,746 | $1,319,989 | $1,319,989 |
| Vanguard Mid Cap Index Fund Long-Term | P | 2025-12-31 | $31,634 | $16,582 | $15,052 | $15,052 |
| Vanguard Small Cap Index Fund Long-Term | P | 2025-12-31 | $880,081 | $499,701 | $380,380 | $380,380 |
| Vanguard Tot Intl Stock Ix Long-Term | P | 2025-12-31 | $8,589,789 | $6,584,318 | $2,005,471 | $2,005,471 |
| Litigation settlements/Other adjustments | P | 2025-12-31 | $38,545 | $38,545 | $38,545 | |
| Capital Gains Dividends | P | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,127,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $288,894 | 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 | $288,894 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,512 | OverpaymentAmt |
| Applied To ES Tax | $43,512 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.priddyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Priddy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9407238720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th St Ste 1010 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Shelley S Sweatt | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | President/CEO | 40.00 | $325,852 | $28,437 | $0 |
| David Wolverton | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee Emeritus | 0.00 | $0 | $0 | $0 |
| Berneice R Leath | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee Emerita | 0.00 | $0 | $0 | $0 |
| Debbie Barrow | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $6,750 | $0 | $0 |
| Dr David Flack | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Margaret Henry | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| James Johnson | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Robert Britt Milstead | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $6,500 | $0 | $0 |
| Michael Stanford | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Bert Huff | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Max Vordenbaum | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Trustee | 2.00 | $7,000 | $0 | $0 |
| Walter Priddy DOD 7779 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Ashley Priddy DOD 3584 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Swannanoa Priddy DOD 8780 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
| Robert T Priddy DOD 1615 | ||||||||
| 807 8th St Ste 1010 | Wichita Falls | TX | 76301 | Foundation Manager | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Virginia Smith | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Grant Analyst | 40.00 | $97,037 | $8,718 | $0 |
| Deanna Watson | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Office Support/Grant | 40.00 | $81,625 | $0 | $0 |
| Pat Myers | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Office Operations Ma | 40.00 | $62,385 | $7,879 | $0 |
| Katrina Matamoros | ||||||||
| 807 8th Ste 1010 | Wichita Falls | TX | 76301 | Grant Analyst | 40.00 | $54,087 | $5,157 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Luther King Capital Mgmt | |||||
| 301 Commerce St Ste 1600 | Fort Worth | TX | 76102 | Investment services | $316,259 |
| Dodge & Cox | |||||
| 555 California St 40th Floor | San Francisco | CA | 94104 | Investment services | $200,595 |
| Vanguard | |||||
| P O Box 982901 | El Paso | TX | 79998 | Investment services | $118,369 |
| American National Bank & Trust | |||||
| 2732 Midwestern Pkwy | Wichita Falls | TX | 76308 | Custody services | $105,074 |
| Sentry Management | |||||
| 5 Eureka Circle Suite E | Wichita Falls | TX | 76308 | Investment services | $79,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $267,328,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,398,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $806,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,533,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,533,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,208,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,325,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,816,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,816,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245,382 | TotalTaxAmt |
| Distributable Before Adj | $13,570,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,570,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,570,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,501,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,501,667 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,570,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,794,183 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,501,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,794,183 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,707,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,863,430 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Walter Priddy DOD 7779 | ContributingManagerNm |
| Contributing Manager | Ashley Priddy DOD 3584 | ContributingManagerNm |
| Contributing Manager | Swannanoa Priddy DOD 8780 | ContributingManagerNm |
| Contributing Manager | Robert T Priddy DOD 1615 | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Shelley S Sweatt | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th St Ste 1010 | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407238720 | RecipientPhoneNum |
| Form And Info And Materials | Grant application should be made with the Foundation's grant application form that is available on the Foundation's web site www.priddyfdn.org. The following information should be submitted with the completed grant application: 1. Copy of the requesting organization's 501(c)(3) tax-exempt letter from the IRS. 2. A list of officers and directors. 3. A detailed project budget that includes administration costs, salaries, projected overhead expenses, etc. 4. A copy of the organization's most recent audit. 5. Latest financial statements. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Two meetings per year are held.Deadlines are February 1st & August 1st.See the website for details. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations receiving grants must be tax-exempt 501(c)(3) entities. The primary grant categories are human services, education and the arts and health. The Foundation's service area encompasses 18 counties in North Texas and 6 counties in southern Oklahoma. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (157 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Abilene Recovery Council | ||||||
| 104 Pine St Suite 205 | Abilene | TX | 79601 | PC | Parenting Awareness & Drug Risk Education Services (PADRES) 2025-2026 | $25,000 |
| Acts 4 Others | ||||||
| P O Box 811 | Decatur | TX | 76234 | PC | United 4 Hope Against Homelessness 2025 | $20,000 |
| Altus Christian Academy Inc | ||||||
| 1220 North Grady Street | Altus | OK | 73521 | PC | GEMS Building Purchase & Remodel 2022-2026 | $30,000 |
| Anag Inc | ||||||
| P O Box 578 | Archer City | TX | 76351 | PC | Operational Support 2025-2026 | $35,000 |
| Arts Council Wichita Falls Area Inc dba Kemp Center for the Arts | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Programming, Exhibit Expansion, & Facility Upgrades 2025 | $160,000 |
| Arts for All Inc | ||||||
| P O Box 592 | Lawton | OK | 73502 | PC | Summer Arts Institute 2025 & 2026 | $35,000 |
| Baylor County Texas | ||||||
| 109 N Washington St | Seymour | TX | 76380 | PC | Baylor County Free Library Operational Support CIP 2025 | $40,000 |
| Beautiful Day Foundation | ||||||
| 45 N 9th St Suite 213 | Duncan | OK | 73533 | PC | Kindred Community Support 2025 | $91,600 |
| Bicentennial City-County Library | ||||||
| P O Box AD | Paducah | TX | 79248 | PC | Library Operational Support CIP 2025 | $30,000 |
| Big Brothers Big Sisters Lone Star | ||||||
| 1526 Weeks Suite A | Wichita Falls | TX | 76302 | PC | Wichita County Program Support 2025 | $56,000 |
| Boy Scouts of America Council | ||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Program and Camp Support 2025-2026 | $75,000 |
| Boys Club of Burkburnett | ||||||
| P O Box 2 | Burkburnett | TX | 76354 | PC | Shuttle Bus Purchase 2025 | $20,000 |
| Boys Club of Burkburnett | ||||||
| P O Box 2 | Burkburnett | TX | 76354 | PC | Shuttle Bus Purchase 2025 | $20,000 |
| Bray Community Center | ||||||
| 1014 S Brooks Rd | Marlow | OK | 73055 | PC | Community Food Pantry 2025-2026 | $14,000 |
| Bridgeport Music and Arts Foundation Inc | ||||||
| 278 Private Road 1519 | Bridgeport | TX | 76426 | PC | Wise County Youth Strings Ensemble 2024 & 2025 | $15,441 |
| Burkburnett Independent School District | ||||||
| 100 N Ave D | Burkburnett | TX | 763542499 | PC | Opera and Arts Study for the 6th Grade 2024-2025 | $1,098 |
| Camp Fire North Texas | ||||||
| 2414 Ninth Street | Wichita Falls | TX | 76301 | PC | Special Services After School Program 2025-2026 | $60,000 |
| Catholic Charities of Ft Worth Inc | ||||||
| P O Box 15610 | Fort Worth | TX | 76115 | PC | Wichita County Veterans Coalition Phase 3 Community Impact Project 2023 - 2025 | $396,312 |
| Catholic Charities of Ft Worth Inc | ||||||
| P O Box 15610 | Fort Worth | TX | 76115 | PC | Client Services & Education Navigation 2025 | $260,000 |
| Catholic Charities of Ft Worth Inc | ||||||
| P O Box 15610 | Fort Worth | TX | 76115 | PC | VRJC Priddy Fellows Scholarships Program Extension SY 2025-2026 through 2029-2030 | $719,380 |
| Catholic Charities of the Archdiocese of Oklahoma City Inc | ||||||
| 1232 N Classen Blvd | Oklahoma City | OK | 73106 | PC | Lawton Regional Office Family & Individual Support Services 2025-2026 | $20,500 |
| Catholic Charities of the Archdiocese of Oklahoma City Inc | ||||||
| 1232 N Classen Blvd | Oklahoma City | OK | 73106 | PC | Lawton Regional Office Family Support Services 2024-2025 | -$4,000 |
| Center for Creative Living Corporation | ||||||
| 3501 Dr Elsie Hamm Drive | Lawton | OK | 73505 | PC | Program Support 2025-2026 | $65,000 |
| Chaparral Baptist Assembly Inc | ||||||
| 3784 Church Camp Rd | Iowa Park | TX | 76367 | PC | New Maintenance Shop Construction 2025 | $20,000 |
| Chico Public Library Inc | ||||||
| PO Box 707 | Chico | TX | 76431 | PC | Library Operational Support CIP 2025 | $35,000 |
| Child Advocates CASA of Red River | ||||||
| 808 Austin Street | Wichita Falls | TX | 76301 | PC | Volunteer Recruitment, Training, and Support 2025-2026 | $60,000 |
| Child Advocates CASA of Red River | ||||||
| 808 Austin Street | Wichita Falls | TX | 76301 | PC | Technology Community Impact II Program 2025 - 2028 | $139,050 |
| Child Care Inc | ||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Child Care Gaps 2025 | $100,000 |
| Children's Advocacy Center for North Texas Inc | ||||||
| 1854 Cain Drive | Lewisville | TX | 75077 | PC | Direct Client Services Support in Wise & Jack Counties 2025 | $100,000 |
| Chisholm Trail Heritage Center Association | ||||||
| 2150 Chisholm Trail Parkway | Duncan | OK | 73533 | PC | Education Program 2025 | $25,000 |
| Christ Counseling Ministry Inc | ||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Fee Assistance Program 2025 | $90,000 |
| City of Archer City Texas | ||||||
| P O Box 367 | Archer City | TX | 76351 | PC | Archer Public Library Operational Support CIP 2025 | $30,000 |
| City of Bowie Texas | ||||||
| 307 N Mason St | Bowie | TX | 76230 | PC | Bowie Public Library Operational Support CIP 2025 | $30,000 |
| City of Burkburnett | ||||||
| 501 Sheppard Rd | Burkburnett | TX | 76354 | PC | Burkburnett Library Operational Support CIP 2025 | $35,000 |
| City of Duncan OK | ||||||
| 1600 S Hwy 81 | Duncan | OK | 73533 | PC | Duncan Public Library Operational Support CIP 2024 & 2025 | $60,000 |
| City of Duncan OK | ||||||
| 1600 S Hwy 81 | Duncan | OK | 73533 | PC | Duncan Public Library Operational Support CIP 2024 & 2025 | $60,000 |
| City of Electra | ||||||
| 100 S Main | Electra | TX | 76360 | PC | Electra Public Library Operational Support CIP 2024 & 2025 | $5,000 |
| City of Electra | ||||||
| 100 S Main | Electra | TX | 76360 | PC | Electra Public Library Operational Support CIP 2024 & 2025 | $5,000 |
| City of Electra | ||||||
| 100 S Main | Electra | TX | 76360 | PC | Electra Public Library Operational Support CIP 2025 | $5,000 |
| City of Elgin OK | ||||||
| P O Box 310 | Elgin | OK | 73538 | PC | Elgin Community Library Operational Support CIP 2024 & 2025 | $20,000 |
| City of Elgin OK | ||||||
| P O Box 310 | Elgin | OK | 73538 | PC | Elgin Community Library Operational Support CIP 2025 | $20,000 |
| City of Graham | ||||||
| 612 Elm Street | Graham | TX | 76450 | PC | Library of Graham Library Operational Support CIP 2025 | $35,000 |
| City of Grandfield OK | ||||||
| P O Box 360 | Grandfield | OK | 73546 | PC | Grandfield Public Library Operational Support CIP 2024 & 2025 | $7,000 |
| City of Grandfield OK | ||||||
| P O Box 360 | Grandfield | OK | 73546 | PC | Grandfield Public Library Operational Support CIP 2024 & 2025 | $7,000 |
| City of Holliday | ||||||
| P O Box 508 | Holliday | TX | 76366 | PC | Holliday Public Library Operational Support CIP 2025 | $20,000 |
| City of Iowa Park Texas | ||||||
| PO Box 190 | Iowa Park | TX | 76367 | PC | Tom Burnett Memorial Library Operational Support CIP 2025 | $35,000 |
| City of Lawton OK | ||||||
| 212 SW 9th Street | Lawton | OK | 73501 | PC | Lawton Public Library Operational Support CIP 2025 | $70,000 |
| City of Nocona Texas | ||||||
| 102 Clay Street | Nocona | TX | 76255 | PC | Nocona Public Library Operational Support CIP 2025 | $30,000 |
| City of Seymour | ||||||
| P O Box 31 | Seymour | TX | 76380 | PC | Skate Park Addition 2025 | $125,000 |
| City of Walters | ||||||
| P O Box 485 | Walters | OK | 73572 | PC | Walters Public Library Operational Support CIP 2025 | $10,000 |
| City of Waurika OK | ||||||
| 122 S Main Street | Waurika | OK | 73573 | PC | Waurika Public Library Operational Support CIP 2024 & 2025 | $15,000 |
| City of Waurika OK | ||||||
| 122 S Main Street | Waurika | OK | 73573 | PC | Waurika Public Library Operational Support CIP 2024 & 2025 | $15,000 |
| City of Wichita Falls | ||||||
| 600 11th St Suite 209 | Wichita Falls | TX | 76301 | PC | Wichita Falls Public Library Rural Technology Replacement/Enhancement CIP 2024 | $14,125 |
| City of Wichita Falls | ||||||
| 600 11th St Suite 209 | Wichita Falls | TX | 76301 | PC | Wichita Falls Public Library Operational Support CIP 2025 | $55,000 |
| Civic Health Services Inc | ||||||
| 601 Indiana | Graham | TX | 76450 | PC | Womens Shelter Fence Renovation 2025 | $10,000 |
| Clay County Animal Shelter Inc | ||||||
| 503 North Carroll Street | Henrietta | TX | 76365 | PC | Technology Community Impact Project 2025 - 2028 | $3,607 |
| Clay County Animal Shelter Inc | ||||||
| 503 North Carroll Street | Henrietta | TX | 76365 | PC | Technology Community Impact Project 2025 - 2028 | $3,327 |
| Clay County Animal Shelter Inc | ||||||
| 503 North Carroll Street | Henrietta | TX | 76365 | PC | Technology Community Impact Project 2025 - 2028 | $79,008 |
| Clay County Animal Shelter Inc | ||||||
| 503 North Carroll Street | Henrietta | TX | 76365 | PC | Operational Support 2025 | $33,000 |
| Clay County Senior Citizens Inc | ||||||
| 216 N Hancock Street | Henrietta | TX | 76365 | PC | Program Support & Hot Water Heater Replacement 2025 | $67,500 |
| Clay County Texas | ||||||
| P O Box 548 | Henrietta | TX | 76365 | PC | Edwards Public Library Operational Support CIP 2025 | $30,000 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $22,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $7,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $7,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $7,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $33,000 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $30,000 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $22,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $22,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $22,500 |
| Connected Nation Inc | ||||||
| P O Box 3448 | Bowling Green | KY | 42102 | PC | Community Broadband Assessment and Planning (Phases I, 2, and 3) CIP 2021-2022 (Extended) | $15,000 |
| Dallas Opera | ||||||
| Winspear Opera House | Dallas | TX | 75201 | PC | Wichita Falls Arts Education Outreach 2025 | $25,000 |
| Decatur Library Foundation | ||||||
| 1700 Highway 51 South | Decatur | TX | 76234 | PC | Library Operational Support CIP 2025 | $35,000 |
| Depot Public Library | ||||||
| P O Box 6 | Throckmorton | TX | 76483 | PC | Library Operational Support CIP 2025 | $20,000 |
| Duncan Literacy Council Incorporated | ||||||
| PO Box 1878 | Duncan | OK | 73534 | PC | Digital Literacy Expansion and Rent Assistance 2025 | $7,550 |
| Family Promise of Lawton Inc | ||||||
| 901 SW 17th Street | Lawton | OK | 73502 | PC | Stabilization Program Support 2025 | $30,000 |
| Foard County Texas | ||||||
| P O Box 660 | Crowell | TX | 79227 | PC | Foard County Library Operational Support CIP 2025 | $30,000 |
| Gabriel's House Inc | ||||||
| P O Box 883 | Duncan | OK | 73534 | PC | Program Support 2024-2025 | $37,000 |
| Gladys Johnson Ritchie Public Library Inc | ||||||
| 626 W College St | Jacksboro | TX | 76458 | PC | Library Operational Support CIP 2025 | $25,000 |
| Goodwill Industries of Southwest Oklahoma & North Texas Inc | ||||||
| 1210 SW Summit Avenue | Lawton | OK | 73501 | PC | Volunteer Income Tax Assistance Program Support 2024-2025 | $40,000 |
| Habitat for Humanity of Wichita Falls | ||||||
| 1206 Lamar | Wichita Falls | TX | 76301 | PC | Technology Community Impact Project II 2025 - 2028 | $3,240 |
| Habitat for Humanity of Wichita Falls | ||||||
| 1206 Lamar | Wichita Falls | TX | 76301 | PC | Technology Community Impact Project II 2025 - 2028 | $147,654 |
| Hardeman County Museum and Historical Society | ||||||
| 102 Mercer Street | Quanah | TX | 79252 | PC | Restroom, Display Rooms, & Staircase Repairs & Improvements 2024 | $14,000 |
| Haskell County Texas | ||||||
| 1 Avenue D Suite 4 | Haskell | TX | 79521 | PC | Library Operational Support CIP 2025 | $20,000 |
| Hearts That Care Volunteer Health Clinic Inc | ||||||
| 1313 W Gore | Lawton | OK | 73505 | PC | Operational Support 2025-2026 | $10,000 |
| Helen Farabee Centers | ||||||
| P O Box 8266 | Wichita Falls | TX | 76307 | PC | Wichita Falls Multidisciplinary Behavioral Health Response Team 2024 & 2025 | $238,106 |
| Horizon Communities Corp | ||||||
| P O Box 524 | Iowa Park | TX | 76367 | PC | Horizon Faith-Based Community at Allred Prison 2024 | $6,000 |
| Interfaith Ministries of Wichita Falls Inc | ||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Rent and Utility Assistance 2025 | $40,000 |
| Kairos Prison Ministry International Inc | ||||||
| 2 Brandon Court | Iowa Park | TX | 76367 | PC | Kairos Allred Spring & Fall Weekends 2024 | $7,000 |
| Kairos Prison Ministry International Inc | ||||||
| 2 Brandon Court | Iowa Park | TX | 76367 | PC | Kairos Allred Spring & Fall Weekends 2024 | $7,000 |
| King County Texas | ||||||
| P O Box 127 | Guthrie | TX | 79236 | PC | Guthrie CSD & King County Consolidated Library Operational Support CIP 2025 | $20,000 |
| KMOC FM (fka Christian Service Foundation Inc) | ||||||
| PO Box 41 | Wichita Falls | TX | 76307 | PC | Vehicle Replacement 2025 | $13,000 |
| Knox County Texas | ||||||
| P O Box 77 | Benjamin | TX | 79505 | PC | Munday City-County Library Operational Support CIP 2025 | $20,000 |
| Marie Detty Youth & Family Service Center Inc | ||||||
| P O Box 408 | Lawton | OK | 73502 | PC | Technology for New Emergency Youth Center, Administration, & Outreach Offices 2025-2026 | $180,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | PC | MSU Nonprofit Leadership Program 2018-2019 through 2023-2024 | $175,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | PC | The Priddy Scholars Program (Grant 4) 2023-2024 through 2028-2029 | $1,726,710 |
| Montague County Carpenters Shop Inc (The) | ||||||
| 400 Boston | Nocona | TX | 76255 | PC | Meals on Wheels 2024-2025 | $34,160 |
| Montague County Carpenters Shop Inc (The) | ||||||
| 400 Boston | Nocona | TX | 76255 | PC | Technology Community Impact II Program 2025 - 2028 | $95,231 |
| Museum of North Texas History (The) | ||||||
| P O Box 1619 | Wichita Falls | TX | 76307 | PC | Theater & Exhibit Hall Renovations with Technology Upgrades 2025-2026 | $3,520 |
| North Texas Area United Way Inc | ||||||
| 3401-B Armory Rd | Wichita Falls | TX | 763021723 | PC | Early Childhood Program Expansion and Support 2025-2026 | $60,000 |
| North Texas Society of History & Culture | ||||||
| 1522 E Highway 82 | Nocona | TX | 76255 | PC | Banister Bridge Project 2025 | $4,250 |
| Olney Community Library | ||||||
| 807 W Hamilton Street | Olney | TX | 76374 | PC | Olney Community Library Operational Support CIP 2025 | $30,000 |
| Operation Care Ministries of Tillman County LLC | ||||||
| P O Box 271 | Frederick | OK | 73542 | PC | Program Support 2025-2026 | $20,000 |
| Operation Christians Assisting Resourcing Encouraging Ministries Inc | ||||||
| 221 W Walnut St | Altus | OK | 73521 | PC | Program and Operational Support 2025 | $40,000 |
| Pets Low Cost Spay and Neuter Clinic | ||||||
| P O Box 4669 | Wichita Falls | TX | 76308 | PC | Spay & Neuter Assistance 2025 | $150,000 |
| Presbyterian Manor Inc | ||||||
| 4600 Taft Boulevard | Wichita Falls | TX | 76308 | PC | Commons Area Remodel 2024 | $350,000 |
| Rathgeber Hospitality House Inc | ||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Subsidized Housing 2024 & 2025 | $50,000 |
| Rathgeber Hospitality House Inc | ||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Technology Community Impact II Program 2025 - 2028 | $182,400 |
| Rathgeber Hospitality House Inc | ||||||
| 1615 12th St | Wichita Falls | TX | 76301 | PC | Technology Community Impact II Program 2025 - 2028 | $14,040 |
| Red River Valley Museum | ||||||
| P O Box 2004 | Vernon | TX | 76385 | PC | Waggoner Gallery Redesign 2025-2026 | $200,000 |
| Red River Valley Museum | ||||||
| P O Box 2004 | Vernon | TX | 76385 | PC | School Tours Program 2024-2025 | -$2,800 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 | $299,716 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 | $380,838 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 | $281,645 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 | $375,447 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 | $346,502 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 | $269,387 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 | $14,789 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | High Reliability Schools Community Impact Program Extension SY 2021-2022 through 2023-2024 | $265,815 |
| Region 9 Education Service Center | ||||||
| 301 Loop 11 | Wichita Falls | TX | 76306 | PC | Mental Health Initiative Community Impact Program SY 2022-2023 through 2024-2025 | $428,562 |
| Rhome Community Library | ||||||
| P O Box 427 | Rhome | TX | 76078 | PC | Library Operational Support CIP 2025 | $10,000 |
| Salvation Army - Lawton | ||||||
| 1314 SW E Avenue | Lawton | OK | 73501 | PC | Emergency Shelter and Boys & Girls Club Operational Support 2024-2025 | $100,000 |
| Salvation Army - Lawton | ||||||
| 1314 SW E Avenue | Lawton | OK | 73501 | PC | Technology Community Impact Project 2025 - 2028 | $1,979 |
| Salvation Army - Lawton | ||||||
| 1314 SW E Avenue | Lawton | OK | 73501 | PC | Technology Community Impact Project 2025 - 2028 | $258,916 |
| Serenity Foundation of Texas | ||||||
| 1546 N 2nd St | Abilene | TX | 79601 | PC | Serenity Impact Youth Prevention Education 2025-2026 | $53,776 |
| Southern Prairie Library System | ||||||
| 421 N Hudson | Altus | OK | 73521 | PC | Altus Public Library Operational Support CIP 2025 | $50,000 |
| Standing Together On Meth Prevention | ||||||
| PO Box 425 | Jacksboro | TX | 76458 | PC | Leadership Development, Crime Prevention Education, & Addiction Outreach 2025-2026 | $185,052 |
| The Aspen Institute | ||||||
| 2300 N Street | Washington | DC | 20037 | PC | Seminar for Mid-America Foundation CEOs Support PG 2026 | $40,000 |
| Thompson Sawyer Public Library | ||||||
| 403 W 3rd Street | Quanah | TX | 79252 | PC | Library Operational Support CIP 2025 | $30,000 |
| Town of Ringling | ||||||
| P O Box 565 | Ringling | OK | 73456 | PC | Gleason Memorial Library Operational Support CIP 2024 & 2025 | $15,000 |
| Town of Ringling | ||||||
| P O Box 565 | Ringling | OK | 73456 | PC | Gleason Memorial Library Operational Support CIP 2025 | $15,000 |
| Vernon Regional Junior College | ||||||
| 4400 College Drive | Vernon | TX | 76384 | PC | New Beginnings 2025-2026 | $170,000 |
| Virginia's House - A Family Resource Center Inc | ||||||
| P O Box 155 | Graham | TX | 76450 | PC | Outreach Education Through Prevention and Awareness 2024-2025 | $69,695 |
| Western Trail Historical Society Inc | ||||||
| P O Box 11 | Altus | OK | 73522 | PC | Technology Community Impact Project II 2024 - 2027 | $218,784 |
| Western Trail Historical Society Inc | ||||||
| P O Box 11 | Altus | OK | 73522 | PC | Technology Community Impact Project II 2024 - 2027 | $1,296 |
| Western Trail Historical Society Inc | ||||||
| P O Box 11 | Altus | OK | 73522 | PC | Educational Programming and Curatorial Care 2025-2026 | $40,000 |
| Western Trail Historical Society Inc | ||||||
| P O Box 11 | Altus | OK | 73522 | PC | Technology Community Impact Project II 2024 - 2027 | $3,600 |
| Whiteside Museum of Natural History | ||||||
| P O Box 467 | Seymour | TX | 76380 | PC | Fossil Futures Education Program 2025 | $100,000 |
| Whiteside Museum of Natural History | ||||||
| P O Box 467 | Seymour | TX | 76380 | PC | Technology Community Impact Project II 2024 - 2027 | $456,908 |
| Wichita Adult Literacy Council | ||||||
| 2301 Kell East Blvd Suite 218 | Wichita Falls | TX | 76308 | PC | Program Support 2025-2026 | $40,000 |
| Wichita Christian School | ||||||
| 1619 Midwestern Pkwy | Wichita Falls | TX | 76302 | PC | Capital Improvements and Educational Support 2025 | $30,747 |
| Wichita Falls Area Community Foundation | ||||||
| 2633 Plaza Parkway | Wichita Falls | TX | 76308 | PC | Volunteer Fire Department Fund 2025 and 2026 | $125,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2633 Plaza Parkway | Wichita Falls | TX | 76308 | PC | The Priddy Foundation Matching Gifts Program 2025 | $200,000 |
| Wichita Falls Area Food Bank | ||||||
| P O Box 623 | Wichita Falls | TX | 76307 | PC | Shared Handling Fees Community Impact Project 2025 | $800,000 |
| Wichita Falls Backdoor Players | ||||||
| 501 Indiana Ave | Wichita Falls | TX | 76301 | PC | Production & Operational Support 2024-2025 | -$5,000 |
| Wichita Falls Backdoor Players | ||||||
| 501 Indiana Ave | Wichita Falls | TX | 76301 | PC | Production & Operational Support 2024-2025 | -$5,000 |
| Wichita Falls Ballet Theater Inc | ||||||
| 1501 Midwestern Pkwy Suite 115 | Wichita Falls | TX | 76302 | PC | Program Support for Season 2024-2025 | $34,000 |
| Wichita Falls Ballet Theater Inc | ||||||
| 1501 Midwestern Pkwy Suite 115 | Wichita Falls | TX | 76302 | PC | Program Support for Season 2025-2026 | $75,000 |
| Wichita Falls Independent School District | ||||||
| P O Box 97533 | Wichita Falls | TX | 76307 | PC | Sixth Grade Opera Project 2024 | -$6,254 |
| Wichita Falls Independent School District | ||||||
| P O Box 97533 | Wichita Falls | TX | 76307 | PC | Sixth Grade Opera Project 2025 | $34,000 |
| Wichita Falls Symphony Orchestra Inc | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Operational Support 2025-2026 | $200,000 |
| Wichita Falls Youth Symphony Orchestra | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Gail Key Academy of Music 2023-2024 & 2024-2025 | -$12,000 |
| Wichita Falls Youth Symphony Orchestra | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Gail Key Academy of Music 2025-2026 | $59,500 |
| Wilbarger County Texas | ||||||
| 1700 Wilbarger Street Room 12 | Vernon | TX | 76384 | PC | Carnegie City-County Library Operational Support CIP 2025 | $35,000 |
| Wild Bird Rescue Inc | ||||||
| 4611 Lakeshore Dr | Wichita Falls | TX | 76310 | PC | Executive Director's Salary and Program Support 2025 | $61,800 |
| Wild Bird Rescue Inc | ||||||
| 4611 Lakeshore Dr | Wichita Falls | TX | 76310 | PC | Executive Director's Salary and Program Support 2025 | $20,000 |
| Wise CCC | ||||||
| 1650 S FM 51 Ste 400 | Decatur | TX | 76234 | PC | Grief Counseling Training Support for Wise County Schools 2025-2026 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,207,009 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,107,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,127,676 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Oil & Gas Royalties | 15 | $17,090 |
| 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,253,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,253,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Freemon, Shapard & Story | $56,700 | $28,350 | $28,350 |
| MWH Group | $16,500 | $8,250 | $8,250 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Furniture | 1999-07-01 | $17,678 | $17,678 | SL | 7.000000000000 | $0 | $0 |
| Office Equipment | 1999-07-01 | $1,012 | $1,012 | SL | 7.000000000000 | $0 | $0 |
| Shredder | 2000-01-15 | $699 | $699 | SL | 7.000000000000 | $0 | $0 |
| Artwork | 2000-02-10 | $375 | $375 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2000-08-31 | $1,200 | $1,200 | SL | 3.000000000000 | $0 | $0 |
| Clock | 2001-10-11 | $375 | $375 | SL | 7.000000000000 | $0 | $0 |
| Furniture & Fixtures | 2002-07-11 | $10,605 | $10,605 | SL | 7.000000000000 | $0 | $0 |
| Furniture & Fixtures | 2002-11-14 | $11,334 | $11,334 | SL | 7.000000000000 | $0 | $0 |
| Bookcase/Credenza | 2002-05-03 | $575 | $575 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2002-09-06 | $2,400 | $2,400 | SL | 3.000000000000 | $0 | $0 |
| File Cabinet | 2003-02-21 | $919 | $919 | SL | 7.000000000000 | $0 | $0 |
| Table and Chairs | 2004-03-05 | $1,155 | $1,155 | SL | 7.000000000000 | $0 | $0 |
| Web Page | 2004-09-29 | $9,120 | $9,120 | SL | 3.000000000000 | $0 | $0 |
| Various Office Decorations | 2004-08-27 | $11,786 | $11,786 | SL | 7.000000000000 | $0 | $0 |
| Bookcase | 2008-03-10 | $1,200 | $600 | SL | 7.000000000000 | $0 | $0 |
| 4 drawer file cabinet | 2010-08-13 | $885 | $885 | SL | 7.000000000000 | $0 | $0 |
| 4 Drawer legal file cabinet | 2010-09-14 | $1,709 | $1,709 | SL | 7.000000000000 | $0 | $0 |
| Executive L desk | 2010-09-14 | $1,479 | $1,479 | SL | 7.000000000000 | $0 | $0 |
| 72" Executive desk, drawer/kybd | 2010-09-14 | $659 | $659 | SL | 7.000000000000 | $0 | $0 |
| Website development | 2010-11-16 | $4,500 | $4,500 | SL | 3.000000000000 | $0 | $0 |
| Bookcase | 2010-12-16 | $899 | $899 | SL | 7.000000000000 | $0 | $0 |
| Furniture (from PCT) | 2011-07-31 | $4,487 | $4,487 | SL | 7.000000000000 | $0 | $0 |
| Portrait & Frame (From PCT) | 2011-07-31 | $537 | $537 | SL | 7.000000000000 | $0 | $0 |
| Digital Telephone System | 2012-08-15 | $4,065 | $4,065 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2013-11-30 | $15,200 | $15,200 | SL | 3.000000000000 | $0 | $0 |
| Door | 2013-11-30 | $1,366 | $1,366 | SL | 7.000000000000 | $0 | $0 |
| Carpet | 2013-12-30 | $5,589 | $5,589 | SL | 7.000000000000 | $0 | $0 |
| ASUS I5 Quad Computer | 2014-12-15 | $1,346 | $1,346 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2014-12-15 | $7,600 | $7,600 | SL | 3.000000000000 | $0 | $0 |
| ASUS I5 Quad Computer | 2015-01-30 | $1,686 | $1,686 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2015-02-27 | $4,660 | $4,660 | SL | 3.000000000000 | $0 | $0 |
| Silver Set | 2015-06-15 | $2,220 | $2,220 | SL | 7.000000000000 | $0 | $0 |
| APC Smart-Ups 1500 Tower | 2015-08-31 | $575 | $575 | SL | 5.000000000000 | $0 | $0 |
| Website development | 2015-09-30 | $4,465 | $4,465 | SL | 5.000000000000 | $0 | $0 |
| Shelves | 2017-06-30 | $2,223 | $2,223 | SL | 7.000000000000 | $0 | $0 |
| Office Remodel - Leasehold improvements | 2017-06-30 | $177,250 | $88,627 | SL | 15.000000000000 | $11,817 | $11,817 |
| Grant software | 2017-03-31 | $16,500 | $16,500 | SL | 3.000000000000 | $0 | $0 |
| New Server | 2018-01-12 | $5,345 | $5,345 | SL | 5.000000000000 | $0 | $0 |
| 4 Drawer 44" Lat Parch | 2018-01-12 | $4,395 | $4,082 | SL | 7.000000000000 | $313 | $0 |
| Fileproof File Cabinet | 2024-06-11 | $3,800 | $339 | SL | 7.000000000000 | $543 | $543 |
| TV/Video Conference System | 2024-11-14 | $8,378 | $150 | SL | 7.000000000000 | $1,197 | $1,197 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (119 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe Sys 0/750 shs | $267,820 | $262,487 |
| Aegon NV 38600/26300 shs | $122,716 | $202,773 |
| Air Products & Chemicals Inc. 2150/2650 shs | $702,415 | $654,603 |
| Alnylam Pharmaceuticals Inc. 1100/500 shs | $16,372 | $198,825 |
| Alphabet Inc. 4100/4100 shs | $358,384 | $1,283,300 |
| Alphabet Inc. Cl C 4500/3000 shs | $50,947 | $941,400 |
| Amazon Com Inc. 5000/4700 shs | $498,054 | $1,084,854 |
| American Elec Power Co Inc.3300/2400 shs | $201,358 | $276,744 |
| Anheuser Busch Inbev 13400/11300 shs | $627,909 | $723,652 |
| Aon PLC 0/1525 shs | $543,377 | $538,142 |
| Archer Daniels Midland Co. 0/4900 shs | $273,009 | $281,701 |
| Arthur J Gallagher & Co Corp 0/300 shs | $76,744 | $77,637 |
| Avantor Inc. Corp. 29700/34000 shs | $672,884 | $389,640 |
| Baker Hughes, Inc. 14500/13700 shs | $288,515 | $623,898 |
| Bank of New York Mellon Corp. 13500/8500 shs | $202,290 | $986,765 |
| Baxter Intl Inc. 15200/16400 shs | $569,523 | $313,404 |
| Biomarin Pharmaceutical Inc. 4300/4100 shs | $304,258 | $243,663 |
| Booking Holdings Inc. 175/175 shs | $267,703 | $937,183 |
| Bristol-Myers Squibb Co. 5500/2300 shs | $112,738 | $124,062 |
| Brookfield Corporation 0/8600 shs | $386,006 | $394,654 |
| CVS Corp. 20500/18100 shs | $1,140,443 | $1,436,416 |
| Capital One Financial Corp. 5600/3000 shs | $69,406 | $727,080 |
| Carrier Global Corp 4700/5000 shs | $112,733 | $264,200 |
| Celanese Corp.4000/4500 shs | $283,012 | $190,260 |
| Charter Communications Inc. 3300/4200 shs | $955,059 | $876,750 |
| Cigna Corp. 2250/3250 shs | $477,847 | $894,498 |
| Cognizant Technology Solutions 6400/5400 shs | $314,122 | $448,200 |
| Comcast Corp. 22500/32000 shs | $593,157 | $956,480 |
| ConocoPhillips 3500/3200 shs | $99,343 | $299,552 |
| Dominion RES Inc. 7500/6900 shs | $360,724 | $404,271 |
| Elanco Animal Health Inc. 26000/23500 shs | $487,482 | $531,805 |
| Fedex Corp. 4400/5100 shs | $405,464 | $1,473,186 |
| Fidelity Natl Information SV 10200/14500 shs | $990,360 | $963,670 |
| First Citizens Bancshares, Inc. 0/30 | $55,535 | $64,385 |
| Fiserv Inc. 9800/13600 shs | $1,466,226 | $913,512 |
| Fortive Corp. 2900/15500 | $836,526 | $855,755 |
| Fox Corp 5700/4000 shs | $17,263 | $292,280 |
| Fox Corp Cl. B 5500/2200 shs | $50,409 | $142,846 |
| Gaming and Leisure Properties Inc 4100/4300 shs | $203,727 | $192,167 |
| GE Healthcare Technologies 4900/9200 shs | $579,254 | $754,584 |
| General Electric 0/1800 shs | $70,804 | $554,454 |
| Gilead Sciences Inc. 11000/8700 shs | $570,902 | $1,067,838 |
| GSK PLC 22500/22500 shs | $796,338 | $1,103,400 |
| Goldman Sachs Group Inc. 1350/525 shs | $54,797 | $461,475 |
| Haleon PLC 57200/47400 shs | $326,524 | $479,214 |
| HP Inc. 11100/11100 shs | $83,921 | $247,308 |
| Humana Inc. Corp. 3050/3200 shs | $938,629 | $819,616 |
| IDEX Corp 0/700 shs | $112,776 | $124,558 |
| Incyte Corp. 4400/4000 shs | $291,219 | $395,080 |
| International Flavors & Fragrances Inc. 7000/7400 shs | $553,355 | $498,686 |
| Johnson Controls International PLC 19600/13400 shs | $421,070 | $1,604,650 |
| Lpl Financial Holdings Inc. 450/1150 shs | $337,158 | $410,746 |
| Lyondellbasell Industries 4800/4800 shs | $357,533 | $207,840 |
| Medtronic PLC, Dublin 2200/2450 shs | $204,618 | $235,347 |
| Meta Platforms 1100/1550 shs | $463,702 | $1,023,140 |
| MetLife Inc. 17800/16600 shs | $597,972 | $1,310,404 |
| Microchip Technology Inc. 4800/1900 shs | $73,238 | $121,068 |
| Microsoft Corp. 2675/2300 shs | $58,984 | $1,112,326 |
| Molson Coors Brewing Co. 5000/5900 shs | $272,410 | $275,412 |
| Neurocrine Biosciences Inc 1100/1700 shs | $211,083 | $241,111 |
| News Corp. (2013) Class A 3600/4200 shs | $40,316 | $109,704 |
| Norfolk Southern Corps 3900/3100 shs | $653,809 | $895,032 |
| Novartis Ag Spnsd Adr 3800/3200 shs | $144,270 | $441,184 |
| Occidental Pete Corp 21000/23200 shs | $839,068 | $953,984 |
| RTX Corporation 0/11500 shs | $733,471 | $2,109,100 |
| Ralliant Corp. 0/4400 shs | $230,282 | $224,004 |
| Regeneron Pharmaceuticals Inc. 650/1325 shs | $747,483 | $1,022,728 |
| Roche Holding Ltd 10000/7500 shs | $181,542 | $386,775 |
| Sanofi-Aventis ADR 26000/18100 shs | $686,098 | $877,126 |
| SBA Communiations Corp 2200/3300 | $689,674 | $638,319 |
| Schwab Charles Corp. 26400/22800 shs | $341,277 | $2,277,948 |
| State Str Corp. 2900/1650 shs | $82,474 | $212,867 |
| Sun Communities Inc Reit 3400/4600 shs | $580,017 | $569,986 |
| T-Mobile US Inc 3050/2050 shs | $239,062 | $416,232 |
| Tyco Connectivity Ltd 3500/3700 shs | $96,040 | $841,787 |
| Teledyne Technologies 0/625 | $312,096 | $319,206 |
| Transunio 0/3100 shs | $245,382 | $265,825 |
| Unitedhealth Group Inc. 1250/2650 shs | $574,602 | $874,792 |
| V F Corp 12400/11600 shs | $203,081 | $209,728 |
| Wells Fargo & Co New 23200/10300 shs | $153,194 | $959,960 |
| Willis Twoers Watson PLC 0/1500 shs | $464,394 | $492,900 |
| Zimmer Biomet Holding Inc 5600/7100 shs | $795,694 | $638,432 |
| Abbott Labs 7000/7000 shs | $288,030 | $877,030 |
| Alcon Ag Corp 11000/11000 shs | $605,619 | $866,910 |
| Alphabet Inc. Cl C 13000/11000 shs | $124,578 | $3,451,800 |
| Amazon Com Inc 14000/12800 shs | $71,282 | $2,954,496 |
| American Express Co. 3750/3750 shs | $436,957 | $1,387,313 |
| Apple Computer Inc. 22000/17000 shs | $149,357 | $4,621,620 |
| Bank of America Corporation 37000/37000 shs | $398,210 | $2,035,000 |
| Broadcom Inc. 4000/5000 shs | $1,004,733 | $1,730,500 |
| Chevron Corp New 10500/10500 shs | $1,125,308 | $1,600,305 |
| Cintas Corp. 12000/12000 shs | $565,752 | $2,256,840 |
| Coca Cola Co. 22000/22000 shs | $748,303 | $1,538,020 |
| Costco Wholesale Co. 0/600 | $587,954 | $517,404 |
| Cullen Frost Bk Inc. 5000/5000 shs | $243,949 | $633,150 |
| Danaher Corp. 7000/5700 shs | $139,610 | $1,304,844 |
| Disney Walt Co. 8600/6350 shs | $205,495 | $722,440 |
| EOG Resources Inc. 12500/12500 shs | $710,715 | $1,312,625 |
| Fair Issac Corp. 0/350 shs | $687,619 | $591,717 |
| Home Depot Inc. 5300/5300 shs | $347,572 | $1,823,730 |
| JPMorgan Chase & Co. 5200/5200 shs | $182,956 | $1,675,544 |
| Martin Marietta Materials 2700/2100 shs | $221,657 | $1,307,586 |
| Mastercard Inc 3700/3200 shs | $1,100,655 | $1,826,816 |
| Meta Platforms Inc. 0/1000 shs | $743,364 | $660,090 |
| Microsoft Corp. 8000/6500 shs | $289,120 | $3,143,530 |
| Moodys Corp. 3000/3000 shs | $498,948 | $1,532,550 |
| Netflix Inc. 1500/15000 shs | $1,147,001 | $1,406,400 |
| Nvidia Corp. 23000/18000 shs | $271,234 | $3,357,000 |
| OReilly Automotive Inc. 2200/29000 shs | $92,955 | $2,645,090 |
| Rockwell Automation Inc. 5500/5000 shs | $1,111,312 | $1,945,350 |
| Roper Industries Inc. 3000/3300 shs | $347,488 | $1,468,929 |
| Stryker 0/2800 | $1,025,415 | $984,116 |
| Teledyne Technologies 3000/1250 shs | $486,680 | $638,413 |
| Thermo Fisher Scientific Inc. 3300/2700 shs | $123,519 | $1,564,515 |
| Transdigm group Inc.0/450 shs | $598,473 | $598,433 |
| Union Pac Corp. 6000/5500 shs | $529,714 | $1,272,260 |
| Wal Mart Stires Inc. 0/7000 shs | $672,713 | $779,870 |
| Wheaton Precious Metals Corp. 11000/11000 shs | $687,787 | $1,292,720 |
| Zoetis 10000/10000 shs | $443,307 | $1,258,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $53,319,706 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,237,135 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $12,843,004 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $12,134,283 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Large-Cap Index Fund 32360.229/29852.450 shs | FMV | $7,996,970 | $19,530,070 |
| Vanguard Mid-Cap Index Fund 63558.579/64152.726 shs | FMV | $2,722,146 | $5,092,443 |
| Vanguard Small-Cap Index Fund 106928.163/112642.623 shs | FMV | $8,379,438 | $13,920,375 |
| Vanguard Total Intl Stock Mkt Inst 338798.460/293478.816 shs | FMV | $35,232,192 | $47,569,981 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture | $17,678 | $17,678 | $0 | $0 |
| Office Equipment | $1,012 | $1,012 | $0 | $0 |
| Shredder | $699 | $699 | $0 | $0 |
| Artwork | $375 | $375 | $0 | $0 |
| Web Page | $1,200 | $1,200 | $0 | $0 |
| Clock | $375 | $375 | $0 | $0 |
| Furniture & Fixtures | $10,605 | $10,605 | $0 | $0 |
| Furniture & Fixtures | $11,334 | $11,334 | $0 | $0 |
| Bookcase/Credenza | $575 | $575 | $0 | $0 |
| Web Page | $2,400 | $2,400 | $0 | $0 |
| File Cabinet | $919 | $919 | $0 | $0 |
| Table and Chairs | $1,155 | $1,155 | $0 | $0 |
| Web Page | $9,120 | $9,120 | $0 | $0 |
| Various Office Decorations | $11,786 | $11,786 | $0 | $0 |
| Bookcase | $1,200 | $1,200 | $0 | $0 |
| 4 drawer file cabinet | $885 | $885 | $0 | $0 |
| 4 Drawer legal file cabinet | $1,709 | $1,709 | $0 | $0 |
| Executive L desk | $1,479 | $1,479 | $0 | $0 |
| 72" Executive desk, drawer/kybd | $659 | $659 | $0 | $0 |
| Website development | $4,500 | $4,500 | $0 | $0 |
| Bookcase | $899 | $899 | $0 | $0 |
| Furniture (from PCT) | $4,487 | $4,487 | $0 | $0 |
| Portrait & Frame (From PCT) | $537 | $537 | $0 | $0 |
| Digital Telephone System | $4,065 | $4,065 | $0 | $0 |
| Website development | $15,200 | $15,200 | $0 | $0 |
| Door | $1,366 | $1,366 | $0 | $0 |
| Carpet | $5,589 | $5,589 | $0 | $0 |
| ASUS I5 Quad Computer | $1,346 | $1,346 | $0 | $0 |
| Website development | $7,600 | $7,600 | $0 | $0 |
| ASUS I5 Quad Computer | $1,686 | $1,686 | $0 | $0 |
| Website development | $4,660 | $4,660 | $0 | $0 |
| Silver Set | $2,220 | $2,220 | $0 | $0 |
| APC Smart-Ups 1500 Tower | $575 | $575 | $0 | $0 |
| Website development | $4,465 | $4,465 | $0 | $0 |
| Shelves | $2,223 | $2,223 | $0 | $0 |
| Office Remodel - Leasehold improvements | $177,250 | $100,444 | $76,806 | $76,806 |
| Grant software | $16,500 | $16,500 | $0 | $0 |
| New Server | $5,345 | $5,345 | $0 | $0 |
| 4 Drawer 44" Lat Parch | $4,395 | $4,395 | $0 | $0 |
| Fileproof File Cabinet | $3,800 | $882 | $2,918 | $2,918 |
| TV/Video Conference System | $8,378 | $1,347 | $7,031 | $7,031 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Oil & Gas Royalties | $5,149 | $5,149 | $71,190 |
| Collectibles | $17,258 | $17,258 | $97,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Amortization | $254,382 | $3,979 | $0 |
| Dues and subscriptions | $15,961 | $7,183 | $8,779 |
| Grant related expenses | $379,130 | $0 | $379,130 |
| Insurance (O&D, W/C) | $30,769 | $4,615 | $26,153 |
| Investment ADR fees | $4,464 | $4,464 | $0 |
| Leased equipment | $9,597 | $1,919 | $7,677 |
| Office supplies & services | $59,480 | $11,896 | $47,584 |
| Sundry business expense | $17,094 | $4,273 | $12,820 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil & Gas Royalties | Desc |
| Revenue And Expenses Per Books | $17,090 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,090 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| American National Bank & Trust | $105,074 | $99,478 | $0 |
| Dodge & Cox | $200,595 | $200,595 | $0 |
| Luther King | $316,259 | $316,259 | $0 |
| Sentry Management | $79,153 | $68,235 | $0 |
| Vanguard | $118,369 | $118,369 | $0 |
| Bell, Nunnally & Martin, LLP | $2,050 | $0 | $2,050 |
| David Little, LLC | $951 | $0 | $951 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad valorem - Royalties | $2,578 | $2,578 | $0 |
| Foreign | $160,619 | $160,619 | $0 |
| Severance and state | $1,217 | $1,217 | $0 |
| Excise | $245,382 | $0 | $0 |