JAMES N MCCOY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES N MCCOY FOUNDATION (EIN 75-2587034)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349101620
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:09:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752205423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWH GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763077000 | 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 | 752587034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES N MCCOY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9402644400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEN HINES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9402644400 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L LUIG JR CPA | PreparerPersonNm |
| PTIN | P00446182 | PTIN |
| Phone | 9407231471 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| 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 | $313,276,519 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $735,679 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $735,679 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,030,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,030,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,070,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,312,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,070,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,236,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,836,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $497,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,970 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $448,552 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,332 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,332 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $547,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $490,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,462,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,462,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,009,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,952,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,773,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,779,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $275,204 | CashBOYAmt |
| Cash EOY | $784,440 | CashEOYAmt |
| Cash EOYFMV | $784,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,058,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,180,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,180,632 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $56,079,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $51,654,287 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $52,521,880 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $143,587,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,590,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $234,318,304 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $453,106 | OtherAssetsBOYAmt |
| Other Assets EOY | $471,263 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $471,263 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $227,454,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,681,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $313,276,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $218,675,785 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $221,075,785 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,778,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,605,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,454,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,681,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,454,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,681,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,454,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,773,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $224,681,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $224,681,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $46,312,654 | GrossSalesPriceAmt |
| Cost Or Other Basis | $45,241,995 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,070,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,070,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,070,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,186 | 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 | $116,186 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,949 | OverpaymentAmt |
| Applied To ES Tax | $21,949 | 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 | JAMESNMCCOYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9402644400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| VICKI D MCCOY | ||||||||
| 3602 CEDAR ELM LANE | WICHITA FALLS | TX | 763082302 | TRUSTEE/PRESIDENT | 2.00 | $7,000 | $0 | $0 |
| R KEN HINES | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | TRUSTEE/VP/SEC/TREASURER | 8.00 | $7,000 | $0 | $0 |
| NANCY S MARKS | ||||||||
| 10 WAVERLY PLACE | WICHITA FALLS | TX | 76308 | TRUSTEE | 1.00 | $7,000 | $0 | $0 |
| GARY T OATMAN | ||||||||
| 2406 KELL BOULEVARD | WICHITA FALLS | TX | 763095326 | TRUSTEE | 1.00 | $7,000 | $0 | $0 |
| LESLEY B CHASTEEN | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| JOHN L LUIG JR | ||||||||
| PO BOX 97000 | WICHITA FALLS | TX | 763077000 | TRUSTEE/ASSISTANT SECRETARY | 1.00 | $7,000 | $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 | $269,206,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,756,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $300,963,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $300,963,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,514,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $296,448,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,822,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,822,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,237 | TotalTaxAmt |
| Distributable Before Adj | $14,728,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,728,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,728,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,952,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,952,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,728,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,653,278 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,952,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,653,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $299,414 | 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 | $14,428,786 | 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 | JAMES N MCCOY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9402644400 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@JAMESNMCCOYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE SUBMITTED AT THE FOUNDATION'S WEB SITE ADDRESS - JAMESNMCCOYFOUNDATION.ORG. ORGANIZATIONS THAT HAVE NOT RECEIVED A PREVIOUS GRANT FROM THE FOUNDATION MUST SUBMIT A LETTER OF INTENT BY EITHER FEBRUARY 15TH OR AUGUST 15TH OF EACH CALENDAR YEAR. THE FOUNDATION'S BOARD OF TRUSTEES WILL CONSIDER APPLICATIONS FROM ORGANIZATIONS EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND OTHER QUALIFYING ORGANIZATIONS PRIMARILY LOCATED IN WICHITA COUNTY. THE FOUNDATION SUPPORTS GENERAL OPERATING EXPENSES, SPECIAL PROJECTS AND CAPITAL CAMPAIGNS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15TH AND SEPTEMBER 15TH OF EACH CALENDAR YEAR FOR GRANT APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN ORGANIZATION MAY ONLY APPLY FOR ONE GRANT PER GRANT CYCLE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BUNCH OF RAGAMUFFINS | |||||||
| 11150 BEST ROAD | BEAUMONT | TX | 77713 | NC | GENERAL OPERATIONS | $145,640 | |
| ACADEMY 4 | |||||||
| 685 JOHN B SIAS MEMORIAL PKWY STE | FORT WORTH | TX | 76134 | NC | GENERAL OPERATIONS | $75,000 | 215 |
| ALL HANDS CULTURAL COMMUNITY CENTER | |||||||
| 302 TULSA STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $30,000 | |
| ALLIANCE FOR PATHWAYS IN ENGINEERING | |||||||
| 5900 BALCONES DRIVE 14774 | AUSTIN | TX | 78731 | NC | GENERAL OPERATIONS | $5,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NC | GENERAL OPERATIONS | $20,000 | |
| ARTS COUNCIL WICHITA FALLS AREA INC | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $75,000 | |
| BEACON LIGHTHOUSE INC | |||||||
| 300 7TH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $100,000 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 1501 MIDWESTERN PARKWAY STE 100 | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $27,000 | |
| BOYS & GIRLS CLUB OF WICHITA FALLS | |||||||
| 1318 SIXTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $100,000 | |
| BURKBURNETT BOYS & GIRLS CLUB | |||||||
| 800 COUNTY ROAD | BURKBURNETT | TX | 76354 | NC | GENERAL OPERATIONS | $75,000 | |
| CAMP FIRE NORTH TEXAS | |||||||
| 2414 NINTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $30,000 | |
| CATHOLIC CHARITIES DIOCESE FORT WORTH INC | |||||||
| 249 THORNHILL DR | FORT WORTH | TX | 761152621 | NC | LIFT AND NAVIGATION EDUCATION PROGRAMS / BUILDING PROJECT | $450,000 | |
| CHESTERTON ACADEMY OF WICHITA FALLS | |||||||
| 1411 9TH STREET | WICHITA FALLS | TX | 76301 | NC | BUILDING FUND | $750,000 | |
| CHILD ADVOCATES - CASA OF RED RIVER | |||||||
| 808 AUSTIN STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $30,000 | |
| CHILD CARE INC | |||||||
| 119 EAST WICHITA ST | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $40,000 | |
| CHILD EVANGELISM FELLOWSHIP OF WEST TEXAS | |||||||
| 900 8TH STREET SUITE 606 | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $10,000 | |
| CHILDREN'S AID SOCIETY OF WEST TEXAS INC | |||||||
| 1101 30TH STREET | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $10,000 | |
| CHRIST ACADEMY | |||||||
| 5105 STONE LAKE DRIVE | WICHITA FALLS | TX | 76310 | NC | GENERAL OPERATIONS | $50,000 | |
| CHRIST COUNSELING MINISTRY | |||||||
| 1420 TWIN OAKS STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $40,000 | |
| FIRST STEP OF WICHITA FALLS INC | |||||||
| 624 INDIANA AVENUE SUITE 304 | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS / CAPACITY | $72,000 | |
| GREATER WICHITA FALLS FELLOWSHIP OF CHRISTIAN ATLETES | |||||||
| 3502 MCNIEL AVENUE | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $20,000 | |
| HABITAT FOR HUMANITY OF WICHITA FALLS INC | |||||||
| 1206 LAMAR | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $40,000 | |
| HAPPY HANDS EDUCATION CENTER INC | |||||||
| 8801 SOUTH GARNETT ROAD | BROKEN ARROW | OK | 74012 | NC | GENERAL OPERATIONS | $20,000 | |
| HOLLIDAY EDUCATION FOUNDATION | |||||||
| PO BOX 688 | HOLLIDAY | TX | 76366 | NC | GENERAL OPERATIONS | $15,000 | |
| HOSPICE OF WICHITA FALLS | |||||||
| 4909 JOHNSON ROAD | WICHITA FALLS | TX | 76310 | NC | GENERAL OPERATIONS / CAPITAL CAMPAIGN | $300,000 | |
| HUNDRED CLUB OF WICHITA FALLS | |||||||
| 1400 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $100,000 | |
| INHERITANCE ADOPTIONS | |||||||
| 1007 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $40,000 | |
| INTERFAITH MINISTRIES OF WICHITA FALLS INC | |||||||
| 1101 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $25,000 | |
| KMOC FM | |||||||
| 1040 WEST WENONAH BLVD | WICHITA FALLS | TX | 76309 | NC | GENERAL OPERATIONS | $80,000 | |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | |||||||
| 3509 HULEN STREET SUITE 200 | FORT WORTH | TX | 76107 | NC | GENERAL OPERATIONS | $20,000 | |
| MIDWESTERN STATE UNIVERSITY CENTER FOR NONPROFIT MANAGEMENT & LEADERSHIP | |||||||
| 3410 TAFT BOULEVARD DCOBA ROOM 147 | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $20,000 | |
| MIDWESTERN STATE UNIVERSITY FOUNDATION INC | |||||||
| 807 8TH STREET 2ND FLOOR | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $520,000 | |
| MIDWESTERN STATE UNIVERSITY | |||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $50,000 | |
| MUSEUM OF NORTH TEXAS HISTORY | |||||||
| PO BOX 1619 | WICHITA FALLS | TX | 76307 | NC | GENERAL OPERATIONS | $20,000 | |
| NORTH TEXAS AREA UNITED WAY | |||||||
| 3401-B ARMORY ROAD | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $5,000 | |
| NORTH TEXAS REHABILITATION CENTER | |||||||
| 1005 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $50,000 | |
| NORTHWEST TEXAS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 3604 MAPLEWOOD AVENUE | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $25,000 | |
| PATSY'S HOUSE CHILDREN'S ADVOCACY CENTER INC | |||||||
| 1411 TENTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $50,000 | |
| PETS CLINIC | |||||||
| 3001 CENTRAL FREEWAY | WICHITA FALLS | TX | 76306 | NC | GENERAL OPERATIONS | $20,000 | |
| PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | |||||||
| 4407 BEE CAVE ROAD | AUSTIN | TX | 78746 | NC | GENERAL OPERATIONS | $40,000 | |
| PRESBYTERIAN MANOR INC | |||||||
| 4600 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS / HOUSE OF HOPE PROJECT | $1,550,000 | |
| PROJECT TRANSFORMATION OF NORTH TEXAS | |||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | NC | GENERAL OPERATIONS | $20,000 | |
| RATHGEBER HOSPITALITY HOUSE | |||||||
| 1615 TWELFTH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $50,000 | |
| RIVER BEND NATURE WORKS INC | |||||||
| PO BOX 3674 | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $50,000 | |
| SENIOR CITIZENS SERVICES OF NORTH TEXAS INC | |||||||
| 1000 BURNETT STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $150,000 | |
| SOBER LIVING INC | |||||||
| 706 DENVER ST | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $10,000 | |
| SOUTHSIDE GIRLS CLUB INC | |||||||
| 1205 MONTGOMERY STREET | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $5,000 | |
| ST MARY'S CATHOLIC CHURCH OF WINDTHORST | |||||||
| PO BOX 230 | WINDTHORST | TX | 76389 | NC | GENERAL OPERATIONS | $250,000 | |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | |||||||
| PO BOX 32 | WICHITA FALLS | TX | 76307 | NC | GENERAL OPERATIONS | $5,000 | |
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||
| 4822 KEMP BOULEVARD | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $55,000 | |
| TEXAS RAMPS PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NC | GENERAL OPERATIONS | $15,000 | |
| TEXOMA MOTHER & UNBORN BABY CARE INC | |||||||
| 4011 SEYMOUR HIGHWAY | WICHITA FALLS | TX | 76309 | NC | GENERAL OPERATIONS | $50,000 | |
| THE ARC OF WICHITA COUNTY | |||||||
| 3116 BUCHANAN STREET | WICHITA FALLS | TX | 76309 | NC | GENERAL OPERATIONS | $25,000 | |
| THE SALVATION ARMY OF WICHITA FALS TEXAS | |||||||
| 403 SEVENTH STREET | WICHITA FALLS | TX | 76310 | NC | GENERAL OPERATIONS | $30,000 | |
| UNITED REGIONAL HEALTH CARE FOUNDATION | |||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NC | LEVEL III NICU | $1,000,000 | |
| VERNON COLLEGE FOUNDATION | |||||||
| 4400 COLLEGE DRIVE | VERNON | TX | 76384 | NC | SCHOLARSHIPS | $60,000 | |
| WICHITA ADULT LITERACY COUNCIL INC | |||||||
| 2301 KELL EAST BOULEVARD SUITE 217 | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $25,000 | |
| WICHITA CHRISTIAN SCHOOL | |||||||
| 1615 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $50,000 | |
| WICHITA FALLS ALLIANCE FOR ARTS & CULTURE | |||||||
| 1005 9TH STREET STE 102 | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $20,000 | |
| WICHITA FALLS AREA COMMUNITY FOUNDATION | |||||||
| 2405 KELL E BLVD 100 | WICHITA FALLS | TX | 76308 | NC | SCHOLARSHIPS / VOLUNTEER FIRE DEPARTMENT FUND / GENERAL OPERATIONS | $337,750 | |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS / CAPITAL CAMPAIGN | $2,375,000 | |
| WICHITA FALLS BALLET THEATRE INC | |||||||
| 1501 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NC | GENERAL OPERATIONS | $30,000 | |
| WICHITA FALLS FAITH MISSION INC | |||||||
| 1300 TRAVIS STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $575,000 | |
| WICHITA FALLS INDEPENDENT SCHOOL DISTRICT FOUNDATION | |||||||
| 1104 BROAD STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS / 2026 LONDON NEW YEARS DAY PARADE TRIP | $320,000 | |
| WICHITA FALLS SYMPHONY ORCHESTRA INC | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $10,000 | |
| WILD BIRD RESCUE INC | |||||||
| 4611 LAKESHORE DRIVE | WICHITA FALLS | TX | 76310 | NC | GENERAL OPERATIONS | $10,000 | |
| YMCA OF WICHITA FALLS | |||||||
| 1010 9TH STREET | WICHITA FALLS | TX | 76301 | NC | GENERAL OPERATIONS | $750,000 | |
| YOUNG LIFE WICHITA FALLS | |||||||
| PO BOX 4058 | WICHITA FALLS | TX | 76308 | NC | GENERAL OPERATIONS | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,462,390 | 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 | $735,679 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,030,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,070,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,836,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,836,698 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES N MCCOY ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 CEDAR ELM LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,500 | Amt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITY SECURITIES | $31,014,490 | $49,018,383 |
| PUBLICLY TRADED EXCHANGE TRADED FUNDS | $115,575,957 | $185,299,921 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $51,654,287 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $52,521,880 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM EXCHANGE TRADED FUNDS | Desc |
| BOY Book Value | $453,106 | BOYBookValueAmt |
| EOY Book Value | $471,263 | EOYBookValueAmt |
| EOYFMV | $471,263 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT | $419,170 | $0 | $419,170 |
| ADMINISTRATION SUPERVISION | $19,588 | $9,794 | $9,794 |
| INVESTMENT SUPERVISION | $39,176 | $39,176 | $0 |
| GRANT SUPERVISION | $19,588 | $0 | $19,588 |