KEN W DAVIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEN W DAVIS FOUNDATION (EIN 75-6012722)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102890
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:32:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN B ESCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W SEVENTH STREET SUITE 642 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | 756012722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN W DAVIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENW | BusinessNameControlTxt |
| Phone | 8173324081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WHITNEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8173324081 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN B ESCH | PreparerPersonNm |
| PTIN | P01327096 | PTIN |
| Phone | 8178829325 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $55,747,721 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,759,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,759,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,719 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $90,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,012 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151,012 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,000,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,000,984 | 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 | $8,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,055 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,055 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $340,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $340,615 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,424 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,854,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,504,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$853,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,656,163 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,421 | CashBOYAmt |
| Cash EOY | $237,805 | CashEOYAmt |
| Cash EOYFMV | $237,805 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $540,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,881,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,160,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,813,124 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $453,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,494,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,641,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,747,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,049,643 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,049,643 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,445,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,591,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,494,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,641,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,494,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,641,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,494,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$853,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,641,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,641,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH | 2025-01-02 | 2025-05-31 | -$90,889 | -$90,889 |
| MERRILL LYNCH | 2023-01-02 | 2025-12-31 | $181,608 | $181,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,719 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | 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 | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,979 | OverpaymentAmt |
| Applied To ES Tax | $16,979 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WHITNEY | IndividualWithBooksNm |
| Phone | 8173324081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN DAVIS | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| ELAINE MCMERCHANT | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | SECRETARY | 15.00 | $0 | $0 | $0 |
| DAVID WHITNEY | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | TREASURER & CHAIRMAN INVESTMENT COMMIT | 5.00 | $0 | $0 | $0 |
| ALANA MARSH | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | EXECUTIVE COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| BRUCE BRADY | ||||||||
| PO BOX 1659 | MIDLAND | TX | 79702 | EXECUTIVE COMMITTEE MEMBER | 1.00 | $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 |
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 | $52,210,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $750,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $453,036 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,414,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,414,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $801,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,612,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,630,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,630,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,021 | TotalTaxAmt |
| Distributable Before Adj | $2,607,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,607,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,607,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,504,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,504,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,607,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $24,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,504,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,504,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $95,254 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $95,254 | 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 | $8,310 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEN W DAVIS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173324081 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD INCLUDE A DESCRIPTION OF THE RECIPIENT PROJECT OR PROGRAM OF THE CHARITABLE ORGANIZATION, CONTRIBUTION GOAL, AMOUNT OF SPECIFIC REQUEST, COPY OF CHARITABLE ORGNAIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND COPY OF ORGANIZATION'S IRS DETERMINATION LETTER DOCUMENTING IRS EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADDY'S HOPE ADOPTION AGENCY | |||||||
| 3310 W WADLEY | MIDLAND | TX | 79708 | PC | GENERAL OPERATIONS | $25,000 | |
| ALL SAINTS HEALTH FOUNDATION | |||||||
| 1400 EIGHTH AVE | FORT WORTH | TX | 76104 | PC | VIRTUAL MATERNAL CARE PROGRAM | $25,000 | |
| ALLIANCE FOR CHILDREN | |||||||
| 3609 MARQUITA DR | FORT WORTH | TX | 76116 | PC | GENERAL OPERATIONS | $10,000 | |
| AMERICA'S VETDOG | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL OPERATIONS | $25,000 | |
| ANGEL FLIGHT SOUTH CENTRAL | |||||||
| PO BOX 2207 | ADDISON | TX | 75001 | PC | ANGEL CARE/AIR TRANSPORTATION | $15,000 | |
| APHASIA CENTER OF WEST TEXAS INC | |||||||
| 5214 THOMASON DR | MIDLAND | TX | 79703 | PC | GENERAL OPERATING FUND | $40,000 | |
| ARLINGTON LFE SHELTER | |||||||
| 325 W DIVISION ST | ARLINGTON | TX | 76011 | PC | ROAD PROGRAM | $10,000 | |
| ASSOCIATION FOR INDEPENDENT LIVING | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | GENERAL OPERATIONS | $10,000 | |
| BOY SCOUTS OF AMERICA (BUFFALO TRAILS COUNCIL) | |||||||
| 1101 W TEXAS AVE | MIDLAND | TX | 79701 | PC | GENEREAL OPEATIONS | $25,000 | |
| BOYS & GIRLS CLUB OF GREATER TARRANT COUNTY | |||||||
| 3218 E BELKNAP ST | FORT WORTH | TX | 76111 | PC | ACADEMIC SUCCDESS PROGRAM | $15,000 | |
| BOYS AND GIRLS CLUB OF THE PERMIAN BASIN | |||||||
| 1321 S GOODE ST | MIDLAND | TX | 79701 | PC | GENERAL OPERATIONS | $20,000 | |
| BUCKNER CHILDRENS & FAMILY SVC | |||||||
| 425 W PECAN ST | MIDLAND | TX | 79705 | PC | GENERAL OPERATIONS | $30,000 | |
| CANCER CARE SERVICE | |||||||
| 623 S HENDERSON | FORT WORTH | TX | 76104 | PC | GENERAL OPERATING FUND | $25,000 | |
| CASA DE AMIGOS OF MIDLAND INC | |||||||
| 1101 GARDEN LANE | MIDLAND | TX | 79701 | PC | GENERAL OPERATIONS | $25,000 | |
| CASA OF WEST TEXAS | |||||||
| PO BOX 2704 | MIDLAND | TX | 79702 | PC | GENERAL OPERATING FUND | $25,000 | |
| CENTERS FOR CHILDREN & FAMILIES | |||||||
| 3701 ANDREWS HWY | MIDLAND | TX | 79703 | PC | PROVIDE COUNSELING SERVICE FOR RECEIPENTS | $60,000 | |
| CHILD PROTECTION CONNECTION DBA TEXAS LAWYERS FOR CHILDREN | |||||||
| 8330 LYNDON B JOHNSON FWY STE 480 | DALLAS | TX | 75243 | PC | CHILD ABUSE PREVENTION | $15,000 | |
| CHILDREN FIRST COUNSELING CENTER | |||||||
| 621 NW 6TH STREET | GRAND PRAIRIE | TX | 75050 | PC | GENERAL OPERATIONS | $15,000 | |
| CHRIST HAVEN FOR CHILDREN | |||||||
| 4200 KELLER HASLET RD | KELLER | TX | 76244 | PC | GENERAL OPERATIONS | $15,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 200 SOUTH MILL ST | LEWISVILLE | TX | 75057 | PC | GENERAL OPERATIONS | $10,000 | |
| CLAYTON DABNEY FDN | |||||||
| 6500 GREENVILLE AVE STE 342 | DALLAS | TX | 75206 | PC | MEDICINE OF THE HEART PROGRAM | $10,000 | |
| CNM CONNECT | |||||||
| 2902 FLOYD ST | DALLAS | TX | 75204 | PC | GENERAL OPERATING FUND | $25,000 | |
| COALITION TO SALUTE AMERICA'S HEROES | |||||||
| 12 GODFREWY PLACE | WILTON | CT | 06897 | PC | EMERGENCY FINANCIAL AID | $15,500 | |
| COMMON GOOD MEDICAL | |||||||
| 103 E LAMAR ST | MCKINNEY | TX | 75069 | PC | GENERAL OPERATIONS | $10,000 | |
| COMMUNITY CHILDREN'S CLINIC | |||||||
| PO BOX 3328 | MIDLAND | TX | 79702 | PC | GENERAL OPERATIONS | $40,000 | |
| COMMUNITY FOOD BANK | |||||||
| 3000 GALVEZ AVE | FORT WORTH | TX | 76111 | PC | GENERL OPERATIONS | $20,000 | |
| COMMUNITY FOUNDATION OF THE HILL COUNTRY | |||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | PC | KERR COUNTY FLOOD RELIEF FUND | $50,000 | |
| COMMUNITY HEALTHCARE OF TX | |||||||
| 6100 WESTERN PLACE STE 105 | FORT WORTH | TX | 76107 | PC | GENERAL OPERATIONS | $15,000 | |
| COMMUNITY LINK MISSION | |||||||
| 300 S BELMOND STREET | SAGINAW | TX | 76179 | PC | GENERAL OPERATIONS | $15,000 | |
| CORNERSTONE ASSISTANCE NETWORK | |||||||
| 3500 NOBLE AVE | FORT WORTH | TX | 76111 | PC | GENERAL OPERATIONS | $25,000 | |
| CRISIS CENTER OF WEST TEXAS | |||||||
| 901 B S GRANT AE | ODESSA | TX | 79761 | PC | GENERAL OPERATIONS | $25,000 | |
| DALLAS LEGAL HOSPICE | |||||||
| 1825 MARKET CENTER BLVD | DALLAS | TX | 75207 | PC | PROVIDE LEGAL SERVICES FOR LOW INCOME FAMILIES | $10,000 | |
| DRC SOLUTIONS | |||||||
| PO BOX 0871 | FORT WORTH | TX | 76101 | PC | GENERAL OPERATIONS | $30,000 | |
| EDUCATION PARTNERSHIP OF THE PERMIAN BASIN | |||||||
| PO BOX 61954 | MIDLAND | TX | 79711 | PC | GENERAL OPERATIONS | $20,000 | |
| EVERGREEN LIFE SERVICES | |||||||
| 3425 E VICKERY BLVD | FORT WORTH | TX | 76105 | PC | GENERAL OPERATIONS | $15,000 | |
| EXPANCO INC DBA AMPLIFY | |||||||
| 3005 WICHITA COURT | FORT WORTH | TX | 76140 | PC | A/C REPLACEMENTS & IMPROVEMENTS | $20,000 | |
| FIELD'S EDGE INC | |||||||
| 6701 CHOLLA RD | MIDLAND | TX | 79706 | PC | GENERAL OPERATIONS | $15,000 | |
| FORT WORTH HOPE CENTER | |||||||
| 3625 E LOOP 820 S | FORT WORTH | TX | 76119 | PC | GENERAL OPERATIONS | $15,000 | |
| FORT WORTH MUSEUM OF SCIENCE & HISTORY | |||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | PC | FWMSH BLUESTAR MUSEUMS PROGRAM | $25,000 | |
| FORT WORTH REPORT | |||||||
| 201 MAIN ST SSTE 2500 | FORT WORTH | TX | 76102 | PC | GENERAL OPERATIONS | $10,000 | |
| FORTRESS YOUTH DEVELOPMENT | |||||||
| 1007 E TERRELL AVE | FORT WORTH | TX | 76104 | PC | GNERAL OPERATIONS | $10,000 | |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CY STE 240 | DULLES | VA | 20166 | PC | SUPPORT WOUNDED VETS & THEIR FAMILIES | $10,000 | |
| FREEDOM SERVICE DOGS OF AM | |||||||
| 7193 S DILLON ST | ENGLEWWOOD | CO | 80112 | PC | OPERATION FREEDOM PROGRAM | $35,000 | |
| FREEDOM SERVICE DOGS OF AM | |||||||
| 7193 S DILLON ST | ENGLEWWOOD | CO | 80112 | PC | GENERAL OPERATIONS | $15,000 | |
| GEARY GIRLS RANCH NORTH DBA GEARY FOSTER FOUNDATIONS | |||||||
| 210 KIOWA DR NORTH | LAKE KIOWA | TX | 76204 | PC | GENERAL OPERATIONS & PROGRAMS | $15,000 | |
| GILL CHILDREN'S SERVICES | |||||||
| 555 HEPHILL STT STE 200 | FORT WORTH | TX | 76107 | PC | EMERGENCY FINANCAIL SERVICES | $10,000 | |
| GIVE AN HOUR | |||||||
| PO BOX 1532 | CLARKSBURG | MO | 20871 | PC | MILITARY MILE PROJECT FT BLISS | $30,000 | |
| GLADNEY CENtER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | PC | GENERAL OPERATIN FUND | $15,000 | |
| GUARDIANSHIP SERVICES INC | |||||||
| PO BOX 11481 | FORT WORTH | TX | 76110 | PC | FINANCIAL EXPLORTATION PREVENTION CENTER | $10,000 | |
| HARMONY HOME CHILDREN'S ADVOCACY CENTER | |||||||
| 910C SOUTH GRANT | ODESSA | TX | 79760 | PC | GENERAL OPERATING FUND | $20,000 | |
| HARVESTING IN MANSFIELD FOOD BANK - HIM | |||||||
| 150 S SIXTH AVE | MANSFIELD | TX | 76063 | PC | COMMUNITY GROCERY PROGRAM FOR TARRANT COUNTY | $25,000 | |
| HEALING REINS THERAPEUTIC RIDING CENTER INC | |||||||
| PO BOX 5593 | BEND | OR | 97708 | PC | GENERAL OPERATIONS | $69,000 | |
| HEATHER HOPES INC | |||||||
| 9749 DAN MEYER DRIVE | FORT WORTH | TX | 76140 | PC | GENERAL OPERATIONS | $10,000 | |
| HELPING HANDS OF MIDLAND | |||||||
| 1301 BRINSON LANE | MIDLAND | TX | 79703 | PC | GENERAL OPERATIONS | $10,000 | |
| HELPING HANDS OF MIDLAND | |||||||
| 1301 BRINSON LANE | MIDLAND | TX | 79703 | PC | BUILDING PROJECTS | $10,000 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PC | HOMES FOR DISABLED VETERNS | $12,500 | |
| IT'S GOING TO BE OK INC | |||||||
| 4232 WESTMORELAND RD | DALLAS | TX | 75233 | PC | GENERAL OPERATIONS | $10,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 6300 RIDGLEA PL STE 400 | FORT WORTH | TX | 76116 | PC | CRADLE TO CAREER INITIATIVE | $10,000 | |
| KEY CENTER AND TRAINING CTR | |||||||
| 7950 JOHN T WHITE RD | FORT WORTH | TX | 76120 | PC | GENERAL OPERATIONS | $10,000 | |
| KEY CENTER AND TRAINING CTR | |||||||
| 7950 JOHN T WHITE RD | FORT WORTH | TX | 76120 | PC | GENERAL OPERATIONS | $12,000 | |
| LENA POPE HOME | |||||||
| 3200 SANGUIENT ST | FORT WORTH | TX | 76107 | PC | COUNSELING SERVICES | $20,000 | |
| LIGHTHOUSE FOR THE BLIND OF FORT WORTH | |||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | PC | GENERAL OPERATIONS | $15,000 | |
| MEALS ON WHEELS OF COLLIN COUNTY | |||||||
| 600 N TENNESSEE ST | MCKINNEY | TX | 75069 | PC | GENERAL OPERATIONS MEAL DISTRIBUTION PROGRAM | $10,000 | |
| MEALS ON WHEELS OF TARRANT COUNTY | |||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | PC | GENERAL OPERATIONS | $25,000 | |
| METHODIST JUSTICE MINISTRY | |||||||
| 750 W FIFTH STREET | FORT WORTH | TX | 76102 | PC | GENERAL OPERATIONS | $10,000 | |
| MIDLAND CHILDREN'S REHAB CENTER | |||||||
| 802 VENTURA | MIDLAND | TX | 79705 | PC | GENERAL OPERATING FUND | $25,000 | |
| MIDLAND RAPE CRISIS & CHILD ADVOCACY CTR | |||||||
| PO BOX 10081 | MIDLAND | TX | 79702 | PC | GENERAL OPERATING FUND | $50,000 | |
| MIDLAND SOUP KITCHEN MINISTRY | |||||||
| 1401 ORCHARD | MIDLAND | TX | 79701 | PC | GENERAL OPERATING FUND | $20,000 | |
| MISSION AGAPE | |||||||
| 2901 MARANATHA PLACE | MIDLAND | TX | 79707 | PC | VARIOUS FOOD PROGRAMS | $40,000 | |
| NEW DAY | |||||||
| PO BOX 171722 | ARLINGTON | TX | 76003 | PC | GENERAL OPERATIONS | $10,000 | |
| NORTH TEXAS SNAP | |||||||
| 901 CLINIC DR STE B99 | EULESS | TX | 76039 | PC | GENERAL OPERATIONS | $10,000 | |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | |||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | PC | GENERAL OPERATIONS | $15,000 | |
| ONE MAN'S TREASURE | |||||||
| 519 E I-30 211 | ROCKWALL | TX | 75087 | PC | GENERAL OPERATIONS | $10,000 | |
| OPENING DOORS 4 WOMEN | |||||||
| 3507 HORNE ST | FORT WORTH | TX | 76107 | PC | CAPITAL CAMPAIGN | $10,000 | |
| OPERATION FINALLY HOME (BABASOT) | |||||||
| 1659 STATE HWY 46 W | NEW BRAUNFELS | TX | 78132 | PC | 2 HOME MODIFICAITONS FOR VETS | $15,000 | |
| OPERATION HEALING FORCES | |||||||
| 5100 S KENNEDY BLVD STE 100 | TAMPA | FL | 33609 | PC | VARIOUS PROGRAMS | $25,000 | |
| OPERATION TRIAGE | |||||||
| 158 LOUISIANA AVE | NEW BRAUNFELS | TX | 76053 | PC | GNERAL OPERATIONS | $15,000 | |
| OPPORTUNITY TRIBE (UNLOCK MINISTRIES INC) | |||||||
| 3310 W WADLEY AVE | MIDLAND | TN | 79707 | PC | GENERAL OPERATIONS | $25,000 | |
| PALO PINTO MOUNTAINS STATE PART PARTNERS | |||||||
| 402 W WALNUT | GARLAND | TX | 75042 | PC | CAPITAL CMPAIGN ACCESSIBLE TR | $10,000 | |
| PARALZYED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | PC | PAV EDUCATION FOUNDATION | $20,000 | |
| PERMIAN BASIN - BE THE CHANGE | |||||||
| 3500 NORTH A ST STE 100 | MIDLAND | TX | 79705 | PC | PROGRAM EXPENSES | $15,000 | |
| PERMIAN BASIN ADULT LITERACY CENTER INC | |||||||
| 3304 W WADLEY 7804 | MIDLAND | TX | 79708 | PC | GENERAL OPERATIONS | $25,000 | |
| PERMIAN BASIN GIFTS OF HOPE | |||||||
| PO BOX 1323 | MIDLAND | TX | 79702 | PC | FINANCIAL ASSISTANCE PROGRAM | $35,000 | |
| PERMIAN BASIN REHABILITATION CENTER | |||||||
| 620 N ALLEGHANEY AVE | ODESSA | TX | 79761 | PC | GENERAL OPERATIONS | $30,000 | |
| PRESBYTERIAN CHILDREN'S HOME AND SERVICES | |||||||
| 5920 W WILLIAM CANNON DR BLDG 2 STE | AUSTIN | TX | 78749 | PC | CHILD & FAMILY PROGRAM | $10,000 | 100 |
| PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY | |||||||
| 2400 CYPRESS ST | FORT WORTH | TX | 76102 | PC | VETERANS SERVICES PROGRAM | $25,000 | |
| PROJECT 4031 | |||||||
| 708 MAY ST | FORT WORTH | TX | 76102 | PC | GENEERAL OPERATIONS | $10,000 | |
| QUALITY OF LIFE PLUS PROGRAM | |||||||
| 1544 SPRING HILL RD 9927 | MCLEAN | VA | 22102 | PC | SENIOR DESIGN CAPSTONE PROJECT | $20,000 | |
| RECORDING LIBRARY OF WEST TX | |||||||
| 3500 NORTH A ST STE 2800 | MIDLAND | TX | 79705 | PC | GENERAL OPERATING FUND | $60,000 | |
| RESCURING LEFTOVER CUISINE | |||||||
| 3312 CRESCENT CT | PLANO | TX | 75093 | PC | RESCUR FOD EXPANSION PROGRAM | $10,000 | |
| RONALD MCDONALD HOUSE OF FORT WORTH | |||||||
| 1001 8TH AVE | FORT WORTH | TX | 76104 | PC | GENERAL OPERATING FUND | $25,000 | |
| SAFE FAMILIES FOR CHILDREN ALLIANCE | |||||||
| PO BOX 171874 | ARLINGTON | TX | 76003 | PC | GENERAL OPERATIONS | $15,000 | |
| SAMARITAN CENTER INC | |||||||
| 10008 PILOT AVE | MIDLAND | TX | 79706 | PC | GENERAL OPERATIONS | $30,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | KEERRVILLE FLOOD RELIEF FUND | $50,000 | |
| SENIOR LIFE MIDLAND | |||||||
| PO BOX 80519 | MIDLAND | TX | 79708 | PC | MEALS ON WHEELS PROGRAM | $40,000 | |
| SIMPLY GRACE | |||||||
| PO BOX 180182 | DALLAS | TX | 75218 | PC | SAFE TRANSITIONAL HOUSING FOR WOMEN | $10,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION | |||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | PC | CAMP SWEENEY CHILDREN'S PROGRAM | $20,000 | |
| STARPOINT SCHOOL AT TCU | |||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | PC | SCHOLARSHIP PROGRAM | $22,000 | |
| STREET HOPE-TN | |||||||
| PO BOX 1170 | POWELL | TN | 37849 | PC | RESTORATION FOR SELF-TRAFFICKING | $25,000 | |
| TARRANT AREA FOOD BANK | |||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | PC | INCREASED FOOD DIST DEMAND DUE TO GOVT SHUT DOWN | $70,000 | |
| TBHC - TEXAS BAPTIST HOME FOR CHILDREN | |||||||
| PO BOX 14576 | ODESSA | TX | 79768 | PC | GENERAL OPERATIONS | $35,000 | |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | PC | TARRANT RAMP PROJECTS | $17,500 | |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 79701 | PC | ADMINISTRATIVE EXPENSES | $2,500 | |
| TRINITY KIDS INC | |||||||
| 2704 FOX CREEK TRAIL | ARLINGTON | TX | 76017 | PC | SUPPORT 2026 ROYAL KIDS CAMP | $10,000 | |
| TRUE PURPOSE MINISTRIES | |||||||
| 2628 MORGANTON RD | MARYVILLE | TN | 37801 | PC | BUILDING PROJECT - CAPITAL CAMPAIGN | $50,000 | |
| TWELFTH STEP MINISTRY INC | |||||||
| 5324 W NORTHWEST HWY | DALLAS | TX | 75220 | PC | GENERAL OPERATIONS | $10,000 | |
| UNION GOSPEL MISSION - DALLAS | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | PC | GENERAL OPERATIONS | $20,000 | |
| UNION GOSPEL MISSION OF TARRANT COUNTY | |||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | PC | GENERAL OPERATIONS | $25,000 | |
| VICTORY FOR VETERANS | |||||||
| 12046 WHITE OAK RANCE DR | CONROE | TX | 77304 | PC | GENERAL OPERATIONS | $15,000 | |
| WARM PLACE | |||||||
| 809 LIPSCOMB | FORT WORTH | TX | 76104 | PC | GENERAL OPERAITONS | $15,000 | |
| WEST AID OF FORT WORTH | |||||||
| 7940 CAMP BOWIE WEST | FORT WORTH | TX | 76116 | PC | GENERAL OPERATIONS | $25,000 | |
| WEST TEXAS COUNSELING & GUIDANCE | |||||||
| 36 E TWOHIG STE 600 AVEO | SAN ANGELO | TX | 76903 | PC | THERAPY FOR CHILDREN AGES 3-17 | $20,000 | |
| WEST TEXAS GIFTS OF HOPE | |||||||
| 700 WEST 1ST STREET | ODESSA | TX | 79760 | PC | NEW PATIENT CARE BAG PROGRAM | $35,000 | |
| WHEN WE LOVE | |||||||
| 1100 E LANCASTER AVE | FORT WORTH | TX | 76102 | PC | GENERAL OPERATIONS | $17,000 | |
| WINGS OF HOPE EQUITHERAPY | |||||||
| PO BOX 445 | BURLESON | TX | 76031 | PC | GENERAL OPERATIONS | $10,000 | |
| WOMEN'S NONPROFIT ALLIANCE | |||||||
| 2001 W PLANO PKWY STE 3422 | PLANO | TX | 75075 | PC | TWO OR MORE PROGRAM | $10,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | PC | HURRICANE HELENE & MILTON | $25,000 | |
| YMCA OF METROPOLITAN FT WORTH | |||||||
| 512 LAMAR ST STE 400 | FORT WORTH | TX | 76102 | PC | GENERAL OPERATIONS | $20,000 | |
| YOUR HARVEST HOUSE | |||||||
| 349 NW RENFRO ST | BURLESON | TX | 76028 | PC | GENERAL OPERATIONS | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500,000 | 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 | $1,759,253 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $151,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,000,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,000,984 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL,ACCOUNTING AND REPORTING | CategoryTxt |
| Amt | $8,110 | Amt |
| Net Investment Income | $4,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,055 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML EQUITY AND BOND INCOME | StockNm |
| EOY Book Value | $44,160,041 | EOYBookValueAmt |
| EOYFMV | $54,813,124 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $453,036 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $151,012 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $151,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $151,012 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $340,615 | Amt |
| Net Investment Income | $340,615 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $0 | $0 | $0 |
| AD VALOREM TAX | $151 | $151 | $0 |