J S BRIDWELL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J S BRIDWELL FOUNDATION (EIN 75-6032988)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349101607
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T08:43:58-05:00 | 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 | 756032988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J S Bridwell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSBR | BusinessNameControlTxt |
| Phone | 9403224436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763013365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mac W Cannedy Jr | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 9403224436 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela St John | PreparerPersonNm |
| PTIN | P01384030 | 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 | $66,335,133 | 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 | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,240,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,240,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,320,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,026,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,320,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,622 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,622 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,611,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,611,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,046 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,917 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,917 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,929 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,929 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $204,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,995,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,995,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,347,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $204,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,109,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$736,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,406,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,169,662 | CashBOYAmt |
| Cash EOY | $56,637 | CashEOYAmt |
| Cash EOYFMV | $56,637 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $702,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,239,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,239,817 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,829 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,750 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,577,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,394,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,637,952 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,607,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,596,159 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,381,977 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,058,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,305,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,335,133 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $41 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,834,629 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,042,693 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$776,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$736,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,058,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,305,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,058,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,305,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,058,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$736,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,321,709 | SubtotalAmt |
| Other Decreases | $15,857 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,305,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $86,287 | $90,176 | -$3,889 | -$3,889 |
| Publicly Traded Securities | P | $2,939,050 | $1,616,012 | $1,323,038 | $1,323,038 |
| Capital Gains Dividends | P | $1,230 | $1,230 | $1,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,320,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,450 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,450 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,750 | OverpaymentAmt |
| Applied To ES Tax | $18,750 | 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 | Mac W Cannedy Jr | IndividualWithBooksNm |
| Phone | 9403224436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 8th Street 2nd Floor | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mac W Cannedy Jr | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | President/Treasurer | 5.00 | $36,000 | $0 | $0 |
| Bobby Henry | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Director | 2.00 | $36,000 | $0 | $0 |
| Thomas E Knight | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Secretary | 2.00 | $36,000 | $0 | $0 |
| Terry M Walker | ||||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | Director | 2.00 | $36,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American National Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2732 Midwestern Parkway | AddressLine1Txt |
| City | Wichita Falls | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Asset Custody & Inv. | ServiceTypeTxt |
| Compensation | $97,582 | CompensationAmt |
| 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 | $59,183,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,243,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,947,728 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,374,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,374,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $935,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,438,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,071,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,071,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,450 | TotalTaxAmt |
| Distributable Before Adj | $3,038,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,038,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,038,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,109,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,109,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,038,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,821,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,899,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,511,276 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,232,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,109,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,038,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,304,139 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,821,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,482,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,899,922 | ExcessFromYear2Amt |
| Excess From Year1 | $1,511,276 | ExcessFromYear1Amt |
| Excess From Current Year | $71,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| All Hands Cultural Cmnty Ctr | ||||||
| 302 Tulsa Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $15,000 |
| Alzheimers Association | ||||||
| 901 Indiana Ste 350 | Wichita Falls | TX | 76301 | PC | Memory Walk | $7,500 |
| American Red Cross Center | ||||||
| 1809 5th St | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Archer City Writers Workshop | ||||||
| 214 S Center St | Archer City | TX | 76351 | PC | Purchase of Booked up | $10,000 |
| Arts Council Wichita Falls Area Kemp Center | ||||||
| 1300 Lamar St | Wichita Falls | TX | 76301 | PC | Operating Budget | $20,000 |
| Assoc of TX Soil & Water Conservation | ||||||
| PO Box 548 | Archer City | TX | 76351 | PC | Archer Co. Soil and Water | $10,000 |
| Band Orchestra Parents Association Wichita Falls | ||||||
| 1338 Tammen Road | Wichita Falls | TX | 76305 | PC | Band Trip | $10,000 |
| Big Brothers Big Sisters | ||||||
| 450 East John Carpenter Fwy | Irving | TX | 75062 | PC | Dancing for the Stars | $20,000 |
| Big Brothers Big Sisters | ||||||
| 450 East John Carpenter Fwy | Irving | TX | 76062 | PC | Operating Budget | $15,000 |
| Boy Scouts of America Northwest TX Council | ||||||
| 3604 Maplewood Ave | Wichita Falls | TX | 76308 | PC | Camp Perkins and Operating Budget | $12,000 |
| Boys & Girls Club of Burkburnett | ||||||
| PO Box 2 | Burkburnett | TX | 76354 | PC | Summer Day Camp | $15,000 |
| Camp Fire Council of North Texas | ||||||
| 2414 9th Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $50,000 |
| Catholic Charities Fort Worth | ||||||
| PO Box 15610 | Fort Worth | TX | 76119 | PC | Educational Navigation | $10,000 |
| Chesterson Academy | ||||||
| 1411 9th St | Wichita Falls | TX | 76301 | PC | Capital Campaign | $20,000 |
| Child Advocates | ||||||
| 808 Austin St | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Child Care Partners | ||||||
| 119 E Wichita St | Wichita Falls | TX | 76306 | PC | Operating Budget | $15,000 |
| Chisholm Trail Heritage Center | ||||||
| 2150 Chisholm Trail Parkway | Duncan | OK | 73533 | PC | Educational Programming | $5,000 |
| Christ Counseling Ministries | ||||||
| 1420 Twin Oaks St | Wichita Falls | TX | 76302 | PC | Operating Budget | $25,000 |
| Christmas in Action | ||||||
| PO Box 8464 | Wichita Falls | TX | 76307 | PC | Various Projects | $20,000 |
| Clay County Historical Society | ||||||
| PO Box 483 | Henrietta | TX | 76365 | PC | Operating Budget | $10,000 |
| Clay County Senior Citizens | ||||||
| 102 E Wichita | Henrietta | TX | 76365 | PC | Operating Budget | $10,000 |
| Country Club Neighbors Association | ||||||
| 2106 Clarinda | Wichita Falls | TX | 76308 | PC | Capital Campaign | $10,000 |
| Downtown Wichita Falls Development Inc | ||||||
| 709 Indiana Ave | Wichita Falls | TX | 76301 | PC | Operating Budget | $25,000 |
| Fellowship of Christian Athletes | ||||||
| 3502 McNiel | Wichita Falls | TX | 76308 | PC | Operating Budget | $10,000 |
| First Christian Church | ||||||
| 3701 Taft St | Wichita Falls | TX | 76308 | PC | Capital Campaign | $125,000 |
| First Step Inc | ||||||
| 624 Indiana Ave | Wichita Falls | TX | 76301 | PC | Operating Budget | $15,000 |
| Friendly Door Senior Citizens | ||||||
| 810 N 3rd St | Iowa Park | TX | 76367 | PC | Freezer | $10,000 |
| Hands to Hands Community Fund | ||||||
| PO Box 4641 | Wichita Falls | TX | 76308 | PC | Community Fund | $20,000 |
| Holliday Educational Fund | ||||||
| PO Box 688 | Holliday | TX | 76366 | PC | Operating Budget | $10,000 |
| Home For Freedom | ||||||
| 2000 Granada Dr | Wichita Falls | TX | 76308 | PC | Tiny Homes | $10,000 |
| Horizon Communities Corp | ||||||
| 1700 N Monroe St Suite 11-185 | Tallahassee | FL | 32303 | PC | Programs | $5,000 |
| Humane Society of Wichita County | ||||||
| 4360 Old Iowa Park Road | Wichita Falls | TX | 76305 | PC | Concert Sponsorship | $10,000 |
| Impact 100 | ||||||
| PO Box 9357 | Wichita Falls | TX | 76308 | PC | Operating Budget | $5,000 |
| Inheritance Adoptions | ||||||
| 1007 11th Street | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Interfaith Outreach Services | ||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Rent Assistance Payments | $20,000 |
| Interfaith Outreach Services | ||||||
| 1101 11th Street | Wichita Falls | TX | 76301 | PC | Oh! Christmas Tree | $2,500 |
| Junior League of Wichita Falls | ||||||
| 2302 Midwestern Pkwy | Wichita Falls | TX | 76308 | PC | Community Plan | $10,000 |
| KMOC Texhoma | ||||||
| 1040 W Wenonah Blvd | Wichita Falls | TX | 76307 | PC | Vehicle | $5,000 |
| Leadership Wichita Falls | ||||||
| PO Box 8344 | Wichita falls | TX | 76301 | PC | Sponsorship | $2,500 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Together We Make a Difference | $8,500 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Nonprofit Center | $13,500 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Nature of Philantropy | $5,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Military Education Center | $1,000,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Museum | $18,000 |
| Midwestern State University | ||||||
| 3410 Taft Boulevard | Wichita Falls | TX | 76308 | GOV | Cafe Con Leche | $14,000 |
| Miss Fannie's Friends | ||||||
| PO Box 9021 | Wichita Falls | TX | 76308 | PC | Operating Budget | $5,000 |
| Museum of North Texas History | ||||||
| 720 Indiana | Wichita Falls | TX | 76307 | PC | Operating Budget | $15,000 |
| New Horizons | ||||||
| 147 Sayles Boulevard | Abilene | TX | 79605 | PC | Therapeutic Treatment | $10,000 |
| North Texas Area United Way | ||||||
| 3401 B Armory Rd | Wichita Falls | TX | 76302 | PC | Programs | $13,500 |
| North Texas Pantry | ||||||
| 903 Tyler St | Wichita Falls | TX | 76301 | PC | Operating Budget | $5,000 |
| Oldham County Stock Show | ||||||
| PO Box 578 | Vega | TX | 79092 | PC | Sponsorship | $500 |
| Patsy's House | ||||||
| 1411 10th St | Wichita Falls | TX | 76301 | PC | Operating Budget | $20,000 |
| PETS Clinic | ||||||
| 3001 Central E Fwy | Wichita Falls | TX | 76306 | PC | Operating Budget | $20,000 |
| Peyton's Project | ||||||
| 807 8th Street 2nd Floor | Wichita Falls | TX | 76301 | PC | Operating Budget | $30,000 |
| Pregnancy Help Center | ||||||
| 4011 Seymour Hwy | Wichita Falls | TX | 76309 | PC | Operating Budget | $15,000 |
| Presbyterian Children's Home | ||||||
| 5920 W William Cannon Dr | Austin | TX | 78749 | PC | Foster Care & Adoption - WF | $10,000 |
| Project Transformation | ||||||
| 4024 Caruth Blvd | Dallas | TX | 75225 | PC | Reading With Friends | $2,500 |
| Rathgeber Hospitality House | ||||||
| 1615 Twelfth St | Wichita Falls | TX | 76301 | PC | Operating Budget | $25,000 |
| Red River Valley Museum | ||||||
| 4600 College Drive | Vernon | TX | 76385 | PC | Operating Budget | $5,000 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76307 | PC | Operating Budget | $10,000 |
| River Bend Nature Center | ||||||
| PO Box 3674 | Wichita Falls | TX | 76307 | PC | Electric Critters | $5,000 |
| Senior Citizen Club- Petrolia | ||||||
| 111 N Prarie Ave | Petrolia | TX | 76377 | PC | Operating Budget | $5,000 |
| Senior Citizens Services of North Texas | ||||||
| PO Box 1655 | Wichita Falls | TX | 76307 | PC | Meals on Wheels | $30,000 |
| Senior Junior Forum | ||||||
| 2120 Speedway Ave | Wichita Falls | TX | 76308 | PC | Christmas Tour of Homes | $1,500 |
| Sober Living Inc | ||||||
| 706 Denver St | Wichita Falls | TX | 76301 | PC | Scholarships | $10,000 |
| Southern Grit Advocacy | ||||||
| PO Box 4827 | Wichita Falls | TX | 76308 | PC | Operating Budget | $15,000 |
| Straight Street | ||||||
| PO Box 1684 | Wichita Falls | TX | 76307 | PC | Operating Budget | $15,000 |
| Texas & Southwestern Cattle Raisers Association | ||||||
| 1600 Gendy St | Fort Worth | TX | 76107 | PC | Exhibits | $7,500 |
| Texas Family Inititave | ||||||
| 308 Mississippi Ave | Wichita Falls | TX | 76301 | PC | Operating Budget | $10,000 |
| Texas Ramp Project | ||||||
| PO Box 832065 | Richardson | TX | 750832065 | PC | WF Region Ramp Project | $5,000 |
| Texas Tech University | ||||||
| 15th St 108 | Lubbuck | TX | 79409 | GOV | Davis College Of Agricultural Science | $200,000 |
| Texoma Alliance to Stop Abuse | ||||||
| PO Box 593 | Vernon | TX | 76385 | PC | Operating Budget | $5,000 |
| The Arc | ||||||
| 3115 Buchanan St | Wichita Falls | TX | 76308 | PC | Camp Noah | $10,000 |
| The Arc | ||||||
| 3115 Buchanan St | Wichita Falls | TX | 76308 | PC | Social Media | $5,000 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | Stealth Station | $100,000 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | Heart of the Community | $15,000 |
| United Regional Health Care Foundation | ||||||
| 1600 Eighth Street | Wichita Falls | TX | 76301 | PC | Party on the Green | $10,000 |
| Vernon College | ||||||
| 4105 Maplewood | Wichita Falls | TX | 76308 | PC | New Beginnings Program | $20,000 |
| Westview Boys Home | ||||||
| 120 W Broadway St | Hollis | OK | 73550 | PC | Kitchen Upgrade | $5,000 |
| Whispers of Hope Horse Farm | ||||||
| 3545 Parkhills Rd | Wichita Falls | TX | 76310 | PC | Hay | $1,000 |
| Whispers of Hope Horse Farm | ||||||
| 3545 Parkhills Rd | Wichita Falls | TX | 76310 | PC | Various Projects | $7,500 |
| Wichita Adult Literacy Council | ||||||
| 2301 Kell E Blvd Suite 218 | Wichita Falls | TX | 76308 | PC | Operating Budget | $10,000 |
| Wichita Christian School | ||||||
| 1615 Midwestern Pkwy | Wichita Falls | TX | 76302 | GOV | Computers | $10,000 |
| Wichita Falls Alliance for Arts & Culture | ||||||
| 1005 9th Street 102 | Wichita Falls | TX | 76301 | PC | Operating Budget | $15,000 |
| Wichita Falls Area Community Foundation | ||||||
| 2405 Kell Suite 100 | Wichita Falls | TX | 76308 | PC | WFACR Operational Endowment | $166,667 |
| Wichita Falls Area Food Bank | ||||||
| PO Box 623 | Wichita Falls | TX | 76307 | PC | Good Buy Hunger Program | $25,000 |
| Wichita Falls Ballet Theatre | ||||||
| 1501 Midwestern Pkwy 116 | Wichita Falls | TX | 76302 | PC | Operating Budget | $10,000 |
| Wichita Falls Faith MissionFaith Refuge | ||||||
| PO Box 965 | Wichita Falls | TX | 76307 | PC | Operating Budget | $25,000 |
| Wichita Falls Symphony Orchestra Inc | ||||||
| 1300 Lamar | Wichita Falls | TX | 76301 | PC | Concert Sponsorship | $20,000 |
| Wild Bird Rescue | ||||||
| 4611 Lake Shore Dr | Wichita Falls | TX | 76310 | PC | Operating Budget | $15,000 |
| YMCA | ||||||
| 1010 9th St | Wichita Falls | TX | 76301 | PC | McCoy Aquatics Center | $333,334 |
| Zavala Hispanic Culture Initiative | ||||||
| PO Box 373 | Wichita Falls | TX | 76307 | PC | Operating Budget | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,995,501 | 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 | $86 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,240,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,320,379 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil & Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $49,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,611,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,611,084 | 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 | Freemon, Shapard & Story | CategoryTxt |
| Amt | $41,500 | Amt |
| Net Investment Income | $20,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric Power, Inc. | $122,057 | $968,604 |
| AT&T | $317,856 | $1,429,542 |
| BP PLC | $202,399 | $735,304 |
| CSX Corp. | $100,217 | $15,514,058 |
| Chevron Corp. | $42,540 | $1,554,582 |
| ConocoPhillips | $65,594 | $720,797 |
| Entergy Corp. | $24,695 | $1,062,945 |
| ExxonMobil Corp. | $84,968 | $4,646,087 |
| Fortune Brands, Inc. | $6,167 | $600,240 |
| Kimberly Clark Corp. | $13,146 | $163,442 |
| Lincoln National Corp. | $38,422 | $708,650 |
| Phillips 66 | $20,683 | $496,804 |
| Southern Co. | $47,996 | $697,600 |
| Vanguard FTSE Allworld | $606,060 | $956,280 |
| Verizon Communications | $174,990 | $538,532 |
| Abbvie, Inc. | $423,392 | $743,963 |
| Air Products & Chemicals, Inc. | $174,955 | $157,352 |
| Alphabet, Inc. | $450,757 | $2,474,578 |
| Amazon.com, Inc. | $464,931 | $1,592,196 |
| Amgen, Inc. | $346,152 | $501,766 |
| Apple Computer, Inc. | $197,851 | $1,652,093 |
| Applied Materials, Inc. | $109,745 | $381,630 |
| Autozone, Inc. | $99,390 | $291,669 |
| Berkshire Hathaway Inc. Cl B | $801,521 | $1,087,735 |
| Berkshire Hathaway Inc. Del Cl A | $149,400 | $1,509,600 |
| Broadcom, Inc. | $123,707 | $823,718 |
| Caterpillar, Inc. | $228,574 | $737,284 |
| Chevron Corp. | $369,707 | $775,157 |
| Costco Wholesale Corp. | $397,174 | $1,140,876 |
| General Electric | $338,177 | $344,994 |
| Goldman Sachs Activebeta Em Mkts Equity ETF | $3,757 | $3,996 |
| Goldman Sachs Activebeta Int'l. Equity ETF | $1,078,618 | $1,626,997 |
| GS ActiveBeta US Small Cap | $1,287,081 | $2,242,127 |
| Home Depot, Inc. | $249,101 | $359,929 |
| Intuit | $318,694 | $480,255 |
| JPMorgan Chase & Co. | $284,968 | $859,361 |
| Johnson & Johnson | $403,097 | $553,177 |
| KLA-Tencor Corp. | $103,683 | $729,048 |
| Labcorp Holdings, Inc | $365,155 | $538,138 |
| Linde PLC | $602,278 | $651,098 |
| Lockheed Martin | $638,894 | $782,094 |
| Marriott International, Inc. | $325,393 | $568,360 |
| Medtronic PLC, Dublin | $227,451 | $253,502 |
| Microsoft Corp. | $272,046 | $1,696,539 |
| Nextera Energy, Inc. | $171,081 | $241,402 |
| Procter & Gamble | $498,377 | $567,221 |
| Stryker Corp. | $295,143 | $576,762 |
| Union Pac Corp. | $346,976 | $527,641 |
| UnitedHealth Group, Inc. | $130,026 | $212,261 |
| Valero Energy Corp. | $183,075 | $363,510 |
| Verizon Communications | $344,649 | $349,545 |
| Visa, Inc. | $265,209 | $789,799 |
| Wal Mart Stores | $456,555 | $1,657,112 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Leasehold Cost - Wolfcamp Royalty Ptn. | $486,321 | $486,321 | |
| Less accumulated depletion | -$78,341 | -$89,258 | $148,863 |
| Wolfcamp Royalty Ptn. | $101 | $101 | |
| Krugerrands | $1,198,995 | $1,198,995 | $2,233,114 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $15,857 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Director's Liability Insurance | $1,625 | $1,625 | $0 |
| Dues & Subscriptions | $2,814 | $2,814 | $0 |
| Office Supplies | $125 | $125 | $0 |
| Overhead - Royalties | $7,365 | $7,365 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil & Gas Royalties | Desc |
| Revenue And Expenses Per Books | $49,622 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49,622 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,622 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | American Nat'l Bank & Trust | CategoryTxt |
| Amt | $97,582 | Amt |
| Net Investment Income | $97,582 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $33,450 | $0 | $0 |
| Foreign Tax | $9,424 | $9,424 | $0 |
| Severance Tax - Royalties | $3,622 | $3,622 | $0 |