PERMIAN BASIN AREA FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: PERMIAN BASIN AREA FOUNDATION (EIN 75-2295008)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-15
IRS object ID: 202642029349301559
Schema version: 2025v4.0
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
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-15T10:22:18-07:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752295008	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PERMIAN BASIN AREA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PERM	BusinessNameControlTxt
Phone	4326173213	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3312 Andrews Highway	AddressLine1Txt
City	Midland	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	79703	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Guy McCrary	PersonNm
Person Title	President and CEO	PersonTitleTxt
Phone	4326173213	PhoneNum
Signature	2026-07-15	SignatureDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Guy McCrary	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3312 Andrews Highway	AddressLine1Txt
City	Midland	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	79703	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$114,946,386	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.pbaf.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1989	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address community needs and enrich the quality of life in the Permian Basin.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	76	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,680,317	PYContributionsGrantsAmt
CY Contributions Grants	$39,084,652	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$22,690,614	PYInvestmentIncomeAmt
CY Investment Income	$20,386,178	CYInvestmentIncomeAmt
PY Other Revenue	$1,303,736	PYOtherRevenueAmt
CY Other Revenue	$1,067,241	CYOtherRevenueAmt
PY Total Revenue	$43,674,667	PYTotalRevenueAmt
CY Total Revenue	$60,538,071	CYTotalRevenueAmt
PY Grants And Similar Paid	$13,262,885	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$16,278,287	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,523,433	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,772,789	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$183,917	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,215,763	PYOtherExpensesAmt
CY Other Expenses	$2,472,023	CYOtherExpensesAmt
PY Total Expenses	$17,002,081	PYTotalExpensesAmt
CY Total Expenses	$20,523,099	CYTotalExpensesAmt
PY Revenues Less Expenses	$26,672,586	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$40,014,972	CYRevenuesLessExpensesAmt
Total Assets BOY	$331,047,670	TotalAssetsBOYAmt
Total Assets EOY	$391,063,630	TotalAssetsEOYAmt
Total Liabilities BOY	$8,632,410	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,023,885	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$322,415,260	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$383,039,745	NetAssetsOrFundBalancesEOYAmt
Mission	Permian Basin Area Foundation exists to partner with donors in creating permanent charitable funds to enrich the quality of life in West Texas communities.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$16,694,989	ExpenseAmt
Grant	$16,278,287	GrantAmt
Revenue	$0	RevenueAmt
Desc	Community capacity building programs: 549 grants to various non-profit organizations and 417 individuals awarded scholarships; based on approved grant and scholarship applications.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$56,818	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	Community education includes general outreach to advance the mission of the Foundation and philanthropy in West Texas. Such activities include providing advice to nonprofits on best management practices and capacity building, making reports to nonprofit boards about endowments, and conducting educational events for nonprofits. During 2025, the Foundation conducted 39 education meetings and/or events with nonprofits.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$16,751,807	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	14	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Cyndi Vara	PersonNm
Phone	4326173213	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3312 Andrews Highway	AddressLine1Txt
City	Midland	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	79703	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Guy McCrary
President and CEO	40	2	Yes (X)	$438,233	$0	$37,202
Cyndi Vara
Chief Financial Officer	40		Yes (X)	$244,460	$0	$56,845
Jennifer Steadman
Chief Operating Officer	40	0		$161,986	$0	$26,476	Yes (X)
Cari Whitaker
Finance and Accounting Administrator	40	0		$114,839	$0	$34,080		Yes (X)
Raymond Williams
Grants Officer	40	0		$115,576	$0	$21,455		Yes (X)
Wesley Bownds
Chair	1	1	Yes (X)	$0	$0	$0			Yes (X)
R Alan Hale
Vice-Chair	1	0	Yes (X)	$0	$0	$0			Yes (X)
Bryan Heflin
Secretary - Treasurer	1	0	Yes (X)	$0	$0	$0			Yes (X)
Bethany Etheredge
Director	1	0		$0	$0	$0			Yes (X)
Mara Hobbs
Director	1	0		$0	$0	$0			Yes (X)
Andrew Semer
Director	1	0		$0	$0	$0			Yes (X)
G E Peterson
Director	1	0		$0	$0	$0			Yes (X)
Madison Rose
Director	1	0		$0	$0	$0			Yes (X)
Reggie Baker
Director	1	0		$0	$0	$0			Yes (X)
Steve Barron
Director	1	1		$0	$0	$0			Yes (X)
Lindsay Ridgeway
Director	1	0		$0	$0	$0			Yes (X)
Blane Heflin
Director	1	0		$0	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,075,094	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$176,058	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
RBC Wealth Management
550 W Texas Ste 120	Midland	TX	79701	Investment Consultant and Management Services	$863,638
Wells Fargo Wealth Management
950 Tower Lane	Foster City	CA	94404	Investment Consultant and Management	$297,783	Suite 1500
UBS Financial Services Inc
1700 West Wall Street	Midland	TX	79701	Investment Consultant and Management Services	$238,034
Mason Investment Advisory Services
11130 Sunrise Valley Drive	Reston	VA	20191	Investment Consultant and Management Services	$149,806	Suite 2
The Richards Group Inc
2700 Commerce Street	Dallas	TX	75226	Publication Design	$131,290	Suite 100A

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$39,084,652	AllOtherContributionsAmt
Noncash Contributions	$6,273,721	NoncashContributionsAmt
Total Contributions	$39,084,652	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,263,223	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$10,263,223	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$974,466	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$974,466	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$64,531,270	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$54,407,930	SecuritiesAmt
Other	$385	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,123,340	SecuritiesAmt
Other	-$385	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,122,955	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$10,122,955	ExclusionAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Admin fees on non-owned agency funds	561000	$80,633	$0	$0	$80,633
Expense reimbursements	900099	$10,499	$0	$0	$10,499
Litigation and securities settlements	900099	$246	$0	$0	$246

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,397	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,397	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$92,775	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$60,538,071	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$21,453,419	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$15,385,982	TotalAmt
Program Services	$15,385,982	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$892,305	TotalAmt
Program Services	$892,305	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$965,202	TotalAmt
Program Services	$97,248	ProgramServicesAmt
Management And General	$814,062	ManagementAndGeneralAmt
Fundraising	$53,892	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$611,697	TotalAmt
Program Services	$198,572	ProgramServicesAmt
Management And General	$412,556	ManagementAndGeneralAmt
Fundraising	$569	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$48,679	TotalAmt
Program Services	$18,803	ProgramServicesAmt
Management And General	$30,412	ManagementAndGeneralAmt
Fundraising	-$536	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$55,819	TotalAmt
Program Services	$15,061	ProgramServicesAmt
Management And General	$39,939	ManagementAndGeneralAmt
Fundraising	$819	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$91,392	TotalAmt
Program Services	$19,226	ProgramServicesAmt
Management And General	$69,406	ManagementAndGeneralAmt
Fundraising	$2,760	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$96,442	TotalAmt
Management And General	$96,442	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,772	TotalAmt
Management And General	$3,772	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$65,023	TotalAmt
Management And General	$65,023	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$7,500	TotalAmt
Management And General	$7,500	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,561,052	TotalAmt
Management And General	$1,561,052	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$46,897	TotalAmt
Program Services	$15,696	ProgramServicesAmt
Management And General	$12,415	ManagementAndGeneralAmt
Fundraising	$18,786	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,400	TotalAmt
Program Services	$5,925	ProgramServicesAmt
Management And General	$25,494	ManagementAndGeneralAmt
Fundraising	$981	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$107,739	TotalAmt
Program Services	$32,811	ProgramServicesAmt
Management And General	$71,953	ManagementAndGeneralAmt
Fundraising	$2,975	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$70,880	TotalAmt
Program Services	$13,897	ProgramServicesAmt
Management And General	$54,675	ManagementAndGeneralAmt
Fundraising	$2,308	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,885	TotalAmt
Program Services	$5,597	ProgramServicesAmt
Management And General	$168	ManagementAndGeneralAmt
Fundraising	$1,120	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$41,696	TotalAmt
Program Services	$6,550	ProgramServicesAmt
Management And General	$33,027	ManagementAndGeneralAmt
Fundraising	$2,119	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$155,346	TotalAmt
Program Services	$30,460	ProgramServicesAmt
Management And General	$119,828	ManagementAndGeneralAmt
Fundraising	$5,058	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$93,985	TotalAmt
Program Services	$10,059	ProgramServicesAmt
Management And General	$47,012	ManagementAndGeneralAmt
Fundraising	$36,914	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Event sponsorships	$56,020	$799	$0	$55,221
Dues and memberships	$21,762	$2,816	$18,015	$931
Annual report expense	$94,490	$0	$94,490	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,134	TotalAmt
Management And General	$10,134	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,523,099	TotalAmt
Program Services	$16,751,807	ProgramServicesAmt
Management And General	$3,587,375	ManagementAndGeneralAmt
Fundraising	$183,917	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,205,776	BOYAmt
EOY	$700,120	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$13,501,506	BOYAmt
EOY	$17,213,385	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,793,798	BOYAmt
EOY	$1,374,482	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$12,464	BOYAmt
EOY	$13,730	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,821,033	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,108,196	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,807,819	BOYAmt
EOY	$3,712,837	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$288,294,148	BOYAmt
EOY	$345,795,512	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$20,432,159	BOYAmt
EOY	$22,253,564	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$331,047,670	BOYAmt
EOY	$391,063,630	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$572,000	BOYAmt
EOY	$70,000	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,060,410	BOYAmt
EOY	$7,953,885	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,632,410	BOYAmt
EOY	$8,023,885	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$303,561,812	BOYAmt
EOY	$362,743,190	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,853,448	BOYAmt
EOY	$20,296,555	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$322,415,260	BOYAmt
EOY	$383,039,745	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$331,047,670	BOYAmt
EOY	$391,063,630	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$40,014,972	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$17,605,463	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$3,004,050	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,614,132	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,159,743	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,759,269	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,680,317	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,084,652	CurrentTaxYearAmt
Total	$77,298,113	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,614,132	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,159,743	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,759,269	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,680,317	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,084,652	CurrentTaxYearAmt
Total	$77,298,113	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$15,356,779	SubstantialContributorsTotAmt
Public Support Total170	$61,941,334	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,366,794	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,304,015	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,749,761	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,758,740	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,237,689	CurrentTaxYearAmt
Total	$43,416,999	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$82,293	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$76,081	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$81,180	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$89,076	CurrentTaxYearMinus1YearAmt
Current Tax Year	$92,775	CurrentTaxYearAmt
Total	$421,405	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$121,136,517	TotalSupportAmt
Public Support CY170	0.51133	PublicSupportCY170Pct
Public Support PY170	0.55055	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10	FormAndLineReferenceDesc
Explanation	Schedule A, Part II, Line 10 - Admin fees on non-owned agency funds: 2021: $78,743, 2022: $72,363, 2023: $69,872, 2024: $79,187, 2025: $80,633; Expense reimbursements: 2021: $60, 2022: $2,292, 2023: $10,209, 2024: $3,186, 2025: $10,499; Class action settlement on investment: 2021: $2,700, 2022: $723, 2024: $5,828, 2025: $246; Other income: 2021: $790, 2022: $703, 2023: $1,099, 2024: $875, 2025: $1,397	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,968	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,968	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$18,954,080	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$18,962,048	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$930,831	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$3,930,831	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$5,896,247	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$7,500	CurrentYearMinus3Amt
Current Year Minus2	$7,500	CurrentYearMinus2Amt
Current Year Minus1	$7,500	CurrentYearMinus1Amt
Current Year	$7,968	CurrentYearAmt
Total	$30,468	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$232,708	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$982,708	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,474,062	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-A, Line 1b	FormAndLineReferenceDesc
Explanation	Included in Part II-A, Line 1b is $468 of personnel costs included in row 5 of Form 990 Part IX, and $7,500 of fees for lobbying services included in row 11d of Part IX of the Form 990.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	81	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	117	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$7,241,296	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$2,963,341	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$9,452,383	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$1,705,929	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$56,490,785	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$59,622,170	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$242,803,930	BeginningYearBalanceAmt
Contributions	$6,612,993	ContributionsAmt
Investment Earnings Or Losses	$30,433,262	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,747,885	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$2,607,232	AdministrativeExpensesAmt
End Year Balance	$269,495,068	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$220,336,366	BeginningYearBalanceAmt
Contributions	$8,963,844	ContributionsAmt
Investment Earnings Or Losses	$22,838,333	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,426,904	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$2,907,709	AdministrativeExpensesAmt
End Year Balance	$242,803,930	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$195,497,211	BeginningYearBalanceAmt
Contributions	$8,094,565	ContributionsAmt
Investment Earnings Or Losses	$29,489,113	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,283,437	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$2,461,086	AdministrativeExpensesAmt
End Year Balance	$220,336,366	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$220,856,500	BeginningYearBalanceAmt
Contributions	$19,475,770	ContributionsAmt
Investment Earnings Or Losses	-$35,585,137	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,784,718	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$2,465,204	AdministrativeExpensesAmt
End Year Balance	$195,497,211	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$197,453,275	BeginningYearBalanceAmt
Contributions	$6,848,033	ContributionsAmt
Investment Earnings Or Losses	$24,928,090	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,259,368	GrantsOrScholarshipsAmt
Other Expenditures	$0	OtherExpendituresAmt
Administrative Expenses	$2,113,530	AdministrativeExpensesAmt
End Year Balance	$220,856,500	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$302,813	OtherCostOrOtherBasisAmt
Book Value	$302,813	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$3,812,395	OtherCostOrOtherBasisAmt
Depreciation	$730,820	DepreciationAmt
Book Value	$3,081,575	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$363,444	OtherCostOrOtherBasisAmt
Depreciation	$248,999	DepreciationAmt
Book Value	$114,445	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$342,381	OtherCostOrOtherBasisAmt
Depreciation	$128,377	DepreciationAmt
Book Value	$214,004	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,712,837	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
Beneficial interest in royalty trust	$10,278,156
Oil and gas mineral interests	$6,111,577
Beneficial interest in remainder trust	$4,186,169
Beneficial interest in lead trust	$732,196
Beneficial interest in annuity	$666,855
Cash surrender value of life insurance	$219,914
Beneficial interest in perpetual trust	$58,697

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$22,253,564	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Amount held for agencies	Desc
Amt	$7,953,885	Amt

Field	Value	IRS element (for citing)
Total Liability	$7,953,885	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4

The organization's endowment funds are used to provide grants and scholarships to address changing community needs and enrich the quality of life in the Permian Basin.

Schedule D, Part X, Line 2

The Foundation is exempt from federal income tax under section 501(a) as a Foundation described in section 501(c)(3) of the Internal Revenue Code (the Code) and has been determined not to be a private foundation under section 509(a) of the Code. As a result, income taxes are not included in the Foundation's consolidated financial statements. The Foundation complies with FASB ASC Topic 740, Accounting for Uncertainty in Income Taxes (Topic 740), which addresses the determination of whether tax benefits claimed or to be expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the Foundation's tax positions and concluded that the Foundation has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. With few exceptions, the Foundation is no longer subject to income tax examinations by the U.S. federal tax authorities for years ending before December 31, 2022.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (165 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
Alamo Heights Baptist Church
1305 N Midland Dr	Midland	TX	79703	751888207	501c3	$16,722	General operating and program support
Alpine Independent School District
704 W Sul Ross Avenue	Alpine	TX	79830	746000020	501c3	$61,500	School Supplies for the 2025 and 2026 School year and post secondary pathways
Amy Bell Charities Inc
PO Box 10649	Midland	TX	79702	862444500	501c3	$10,000	International support for the Amy Bell African Fund
Amy Bell Sports Foundation Inc
411 W 8th Street	Odessa	TX	79761	992497642	501c3	$300,000	General support including the architecture phase of the Foundation project
AQHA Foundation
PO Box 32111	Amarillo	TX	79120	510187823	501c3	$55,000	Support to the Amy D Bell Pay It Forward Memorial Scholarship and the Museum Renovation Fund
Archway Outreach
114 N Midkiff Road	Midland	TX	79701	831434797	501c3	$50,000	Mental Health Session fee assistance
Arise Africa Inc
1628 Fairmount Avenue	Fort Worth	TX	76104	272014915	501c3	$150,000	General operating and program support
Arts Council of Midland
806 S Main Street	Midland	TX	79701	751894442	501c3	$22,035	Maintenance and upkeep of the Scarborough Linebery Home
Baptist Memorials Ministries
PO Box 5661	San Angelo	TX	76902	750983837	501c3	$40,291	General operating and program support
Basin Dream Center for Orphans
PO Box 52473	Midland	TX	79701	820927815	501c3	$65,000	General operating and program support
Basin Theatre Works
PO Box 12476	Odessa	TX	79768	751227350	501c3	$20,108	Theater program support
Bergheim Christian Fellowship
919 State Hwy 46 E	Boerne	TX	78006	872964297	501c3	$500,000	Capital campaign support	Suite 104
Big Bend Conservancy
PO Box 200	Big Bend National Park	TX	79834	752670331	501c3	$50,419	Property acquisition
Big Bend Conservation Alliance
PO Box 1721	Alpine	TX	79831	473670796	501c3	$40,000	Program support for Next Generation of Environmental Leaders
Big Brothers Big Sisters of the Permian Basin
714 W Louisiana	Midland	TX	79701	751791035	501c3	$116,035	General operating and program support
Billy Graham Evangelistic Association
1 Billy Graham Parkway	Charlotte	NC	28201	410692230	501c3	$17,928	General operating and program support
Borderlands Research Institute for Natural Resource Management
Sul Ross State University	Alpine	TX	79832	753138496	501c3	$35,500	General operating and program support	PO Box C 21
Boys and Girls Club of Midland
1321 S Goode Street	Midland	TX	79701	751214505	501c3	$8,301	General operating and program support
Boys and Girls Club of Odessa
800 E 13th Street	Odessa	TX	79761	750990952	501c3	$29,903	General operating and program support
Breaking Bread Ministries
PO Box 303	Midland	TX	79702	752758174	501c3	$34,568	General operating and program support
Bridges for Peace BFP International
PO Box 410037	Melbourne	FL	32941	753077433	501c3	$29,260	General operating and program support
Brite Divinity School
TCU Box 298130	Fort Worth	TX	76129	237121060	501c3	$21,609	Support for student scholarships with priority to Permian Basin students
Buffalo Trail Council Boy Scouts of America
10 Desta Dr Suite 170 LL	Midland	TX	79705	750800616	501c3	$7,826	General operating and program support in Honor of Steve Castle
Bynum School
PO Box 80175	Midland	TX	79708	751932925	501c3	$497,996	General operating and program support including client expenses
Camp Fire USA West Texas Council
PO Box 50988	Midland	TX	79710	751298543	501c3	$5,686	General operating and program support
Casa de Amigos of Midland Inc
1101 E Garden Lane	Midland	TX	79701	751240087	501c3	$92,099	General operating and program support and scholarship funds for participants in the Take 2 Job Skills Training
CASA of West Texas
1611 W Texas	Midland	TX	79701	752871945	501c3	$115,000	General support to recruit and train and volunteers
Catholic Charities Community Services of Odessa
2500 Andrews Highway	Odessa	TX	79761	752233859	501c3	$22,867	General operating and program support
Center for Christian Growth Inc
T Bar M Camps	New Braunfels	TX	78132	751671920	501c3	$50,000	Capital and facilities support and support of T Bar M Forward	2549 Hwy 46 West
Centers for Children and Families Inc
3701 Andrews Highway	Midland	TX	79703	751005357	501c3	$59,234	General operating and program support to provide counseling services for veterans and their families
Chihuahuan Desert Research Institute
PO Box 905	Fort Davis	TX	79734	237393204	501c3	$35,000	General operating and program support for 2025 and 2026
Christmas in Action Inc
PO Box 3744	Midland	TX	79702	751731319	501c3	$177,680	General operating and program support
City of Midland
PO Box 1152	Midland	TX	79702	756000608	501c3	$25,000	Support for Beal Park Development
City of Midland Aquatics Inc
3003 North A Street	Midland	TX	79705	751254435	501c3	$132,583	General operating and program support
Community Childrens Clinic
PO Box 3328	Midland	TX	79702	751875246	501c3	$47,925	General operating and program support for clinic for low income clients
Crisis Center of West Texas
910 B South Grant	Odessa	TX	79761	751767204	501c3	$40,000	General operating and program support and Louise Wood Angel House generator
CRU National
100 Lake Hart Dr 2400	Orlando	FL	32832	956006173	501c3	$10,000	General operating and program support for Missional for account 0588151
Ellen Noel Art Museum
4909 E University Blvd	Odessa	TX	79762	751614818	501c3	$90,351	General operating and program support including support in Honor of Lissa Wagner
Evergreen Cemetery Association
PO Box 224	Stanton	TX	79782	751592717	501c13	$75,463	General operating support for cemetery
Family Crisis Center of the Big Bend Inc
PO Box 1470	Alpine	TX	79831	751897981	501c3	$248,750	Capital and facilities support including paving for building
Family Promise of Midland
2908 W Ohio Ave	Midland	TX	79701	271003573	501c3	$71,909	General operating and program support for family assistance programs
Fellowship of Christian Athletes
15943 Fox Marsh Drive	Moseley	VA	23120	440610626	501c3	$17,000	Support for an endowment benefitting Permian FCA over 3 Years and FCAs Global Mission of converting athletes to Christ through Coaches and Huddles
First Christian Church
1301 W Louisiana Avenue	Midland	TX	79701	750959993	501c3	$12,909	General operating support for Disciples Food Pantry
First Presbyterian Church
800 W Texas	Midland	TX	79701	750983832	501c3	$33,922	General operating support and capital and facilities support
First United Methodist Church Midland
300 N Main Street	Midland	TX	79701	750808826	501c3	$50,000	General operating and program support
Fix West Texas
9507 W CR 77	Midland	TX	79707	844108520	501c3	$25,000	Support for preventative care adoption services for pets and pet owners
Fort Stockton Historical Society
301 S Main Street	Fort Stockton	TX	79735	741266235	501c3	$70,000	Capital and facilities support including the Annie Riggs Museum roof project
Free the Oppressed
PO Box 209938	Dallas	TX	75320	474648581	501c3	$36,068	International aid and general operating and program support for Aid to refugees in Myanmar
Friends Of The Midland County Public Library
2305 W Michigan	Midland	TX	79701	756022744	501c3	$16,361	General operating and program support
Friendship House
P O Box 52621	Midland	TX	79710	301203255	501c3	$74,568	General operating and program support for client programs
Frio Canyon EMS
PO Box 803	Leakey	TX	78873	741857011	501c3	$125,500	General operating and program and capital support for building construction
Frio Canyon Garden Club
PO Box 872	Leakey	TX	78873	820775547	501c3	$20,000	General operating and program support
George Bush Presidential Library Foundation
PO Box 14141	College Station	TX	77841	760345781	501c3	$100,000	General support for the James A Baker III Pavilion
Girl Scouts of the Desert Southwest
9700 Girl Scout Way	El Paso	TX	79924	741189693	501c3	$36,425	General operating and program support
Glen Rose ISD
PO Box 2129	Glen Rose	TX	76043	746000990	501c3	$11,000	Scholarships for the golf team
Goodnight Loving Trail Incorporated
Box 147	Imperial	TX	79743	813513592	501c3	$6,000	Support associated with the Horsehead Crossing Educational Event
Greater Ideal Family Life Center
301 S Tyler	Midland	TX	79701	043743673	501c3	$50,000	Support for Day Camp and Stem
Greenwood ISD Educational Foundation
PO Box 10643	Midland	TX	79702	920236572	501c3	$76,000	Support for Educational Programs
High Sky Childrens Ranch
8613 W County Rd 60	Midland	TX	79707	751155049	501c3	$79,292	General operating and program support
Hillcrest School
2800 North A Street	Midland	TX	79705	752468032	501c3	$11,813	General operating and program support
Historic Cane Hill Inc
PO Box 756	Lincoln	AR	72744	710653475	501c3	$720,000	General operating and program support
Holy Trinity Episcopal Church
1412 W Illinois	Midland	TX	79701	751256947	501c3	$78,895	General operating and program support
Hospice of Midland
911 W Texas Avenue	Midland	TX	79701	751736007	501c3	$74,698	General operating and program support
Howard College at Big Spring
Student Financial Aid	Big Spring	TX	79720	756001827	501c3	$5,339	General operating and program support	1001 Birdwell Lane
Idle Hands Ministries
PO Box 1742	Midland	TX	79702	922885459	501c3	$14,000	Support of costs associated with the capital initiative
Independent Beer Distributors Relief Fund
3900 N McColl Rd	McAllen	TX	78501	822716238	501c3	$8,000	Support for Texas flood relief
Keep Midland Beautiful
3500 North A Street Suite 1500	Midland	TX	79705	751853375	501c3	$15,000	General operating and program support
Leakey ISD
PO Box 1129	Leakey	TX	78873	746001593	501c3	$26,250	Student scholarships
Lilah Smith Safehouse
PO Box 575	Fort Stockton	TX	79735	452998818	501c3	$40,000	General operating and program support
Literacy Coalition Of The Permian Basin
3500 North A Street Suite 2700	Midland	TX	79705	871306190	501c3	$10,000	General operating and program support including the Dolly Parton Reading Program
Lone Star Sanctuary for Animals
4200 North Fairgrounds	Midland	TX	79705	752764717	501c3	$40,000	General operating and program support
Manor Park Inc
2208 N Loop 250 West	Midland	TX	79707	751227882	501c3	$436,334	General operating and program and capital support including Age of Renewal Campaign
Marathon Independent School District
PO Box 416	Marathon	TX	79842	746001681	501c3	$122,000	Support for the Teacher Housing Initiative
Marathon Primary Care Service Inc
PO Box 477	Marathon	TX	79842	742751026	501c3	$70,000	General operating and program support for Clinic
Marfa Education Foundation
PO Box 660	Marfa	TX	79843	274545608	501c3	$55,000	General operating and program support for teacher grants and technology for Marfa ISD
Marfa Public Radio
PO Box 238	Marfa	TX	79843	562497864	501c3	$16,500	General operating and program support and in Honor of Elise Pepple
Martin County Convent
PO Box 1435	Stanton	TX	79782	752284618	501c3	$7,738	General operating and program support in appreciation for hosting the 2025 Martin County Brunch
Martin County Historical Museum
PO Box 929	Stanton	TX	79782	751574557	501c3	$55,875	General operating and program support to include repairs to the Connell House and surrounding grounds
McDonald Observatory
UT Gifts CO Keary Kinch PO Box 7458	Austin	TX	78713	746000203	501c3	$196,479	General operating and program support to include the final phase of the historic McDonald visitor upgrade
Meadows Mental Health Policy Institute for Texas
3003 Swiss Ave	Dallas	TX	75204	463992618	501c3	$100,000	General support for capital and facilities including the West Texas School Mental Health Expansion Initiative Into Region 18 Schools
Midland Army Airfield Foundation
PO Box 3488	Midland	TX	79702	472007563	501c3	$50,000	General operating and program support
Midland Athletic Syndicate Inc
PO Box 11086	Midland	TX	79702	923462341	501c3	$185,000	General support for capital and facilities for youth development
Midland Baptist Crisis Center
PO Box 2382	Midland	TX	79702	611600403	501c3	$10,000	Support to provide food and clothing and info to clients
Midland Childrens Rehabilitation Center
802 Ventura Avenue	Midland	TX	79705	750912521	501c3	$59,568	General operating and program support
Midland College Foundation
3600 N Garfield	Midland	TX	79705	237315067	501c3	$28,000	General operating and program support including the PPDC and Friends of the Series
Midland County Public Library Foundation
PO Box 1634	Midland	TX	79702	460735772	501c3	$8,612	General operating and program support
Midland Fair Havens
2400 Whitmire Blvd Suite 100	Midland	TX	79705	752627746	501c3	$56,051	General operating and program support
Midland Festival Ballet
3500 North A Street Suite 2600	Midland	TX	79705	752510710	501c3	$40,000	Support for the Midland Festival Ballets 2025 and 2026
Midland Habitat for Humanity
PO Box 2555	Midland	TX	79702	752381356	501c3	$244,609	General operating and program support including the Affordable Housing Procurement
Midland Historical Society
PO Box 5901	Midland	TX	79704	811226056	501c3	$10,000	General housing and shelter support for the Brown Dorsey Home
Midland Humane Coalition
PO Box 53213	Midland	TX	79710	273102777	501c3	$19,724	General operating and program support
Midland Memorial Foundation
400 Rosalind Redfern Grover Parkway	Midland	TX	79701	750827455	501c3	$138,093	General operating and program and capital support including the Campaign for Tomorrow campaign and in Memory of Rosalind Grover
Midland Rape Crisis and Childrens Advocacy Center
1700 North Big Spring Street	Midland	TX	79701	751673093	501c3	$100,000	General support for capital and facilities
Midland Shared Spaces Inc
3500 N A Street Suite 1100	Midland	TX	79705	454737063	501c3	$10,000	General operating and program support
Mission Agape
PO Box 3419	Midland	TX	79702	800850297	501c3	$59,568	General operating and program support
Mission Center Adult Day Service
3300 N A Street	Midland	TX	79705	752459123	501c3	$34,738	General support for health care and activity programs for elderly individuals and disabled adults	Bldg 4 100
Momentus Institute
106 E Tenth Street	Dallas	TX	75203	751855620	501c3	$10,000	General operating and program support
Monahans Kids Zone
201 S Alice	Monahans	TX	79756	432025340	501c3	$90,000	General support for capital and facilities for youth development
Nonprofit Management Center of the Permian Basin
3500 North A Street Suite 2300	Midland	TX	79705	460706163	501c3	$35,000	General support for capital and facilities including the Rural Nonprofit Capacity Building Initiative and underwriting associated with the 2025 Beacon Awards
Odessa Christian School
2000 Doran Street	Odessa	TX	79761	751231036	501c3	$7,364	General operating and program support for education
Odessa Christmas in Action Inc
PO Box 15075	Odessa	TX	79768	752258032	501c3	$60,000	General operating and program support including Christmas in Action
Odessa College Foundation
201 W University Blvd	Odessa	TX	79764	752655037	501c3	$157,587	General operating and program support and scholarships and student aid including welding and dual credit tuition
Odessa Cultural Council DBA Odessa Arts
PO Box 7195	Odessa	TX	79760	751663253	501c3	$25,000	Support for arts in Ector County
One Accord for Kids
PO Box 52995	Midland	TX	79710	833387362	501c3	$50,000	General operating and program support including foster care programs in West Texas
Opportunity Tribe
3310 West Wadley Drive	Midland	TX	79707	752959142	501c3	$85,000	Support for student and youth programs
Partners Relief and Development
PO Box 1992	Grand Rapids	MI	49501	223786806	501c3	$55,000	International support and including humanitarian aid associated with the Syrian Civil War and assistance for Rohingya refugees in Bangladesh
PermiaCare
401 E Illinois	Midland	TX	79701	751401776	501c3	$100,000	General support including IDD for Permian Basin clients
Permian Basin Be the Change
PO Box 52643	Midland	TX	79710	461288541	501c3	$20,000	General support including Mental Health for area students
Permian Basin Gifts of Hope
PO Box 1323	Midland	TX	79702	200672472	501c3	$99,000	General operating and program support
Permian Basin Honor Flight
PO Box 52890	Midland	TX	79710	472215544	501c3	$35,000	General operating and program support for Veteran Flights
Permian Basin Mission Center
208 N Adams	Odessa	TX	79761	752828162	501c3	$75,000	General operating and program support for low income and elderly Ector County residents
Permian Basin Public Telecommunications Inc Basin PBS
PO Box 8940	Midland	TX	79708	203221344	501c3	$200,500	General operating and program support for sustaining local programming for West Texas
Pink the Basin Inc
PO Box 7406	Odessa	TX	79760	454966937	501c3	$40,000	General support for client health
Reflection Ministries of Texas
PO Box 52371	Midland	TX	79710	814378080	501c3	$154,568	General operating and program support for survivor services
Safe Place of the Permian Basin
PO Box 11331	Midland	TX	79702	751657264	501c3	$82,896	General operating and program support and housing and shelter support for shelter and client assistance
Saluvida Inc Marfa Food Pantry
PO Box 819	Marfa	TX	79843	412045857	501c3	$20,000	General operating and program support
Salvation Army of Midland
PO Box 594	Midland	TX	79702	580660607	501c3	$69,988	General operating and program support
Samaritan Counseling Center
PO Box 60312	Midland	TX	79711	751437991	501c3	$44,553	General operating and program support for counseling services for veterans and their families
School of Constructive Arts
1316 Snake Road	Alpine	TX	79830	852422074	501c3	$15,000	General operating and program support
Science Mill
PO Box 38	Johnson City	TX	78636	460600789	501c3	$6,666	Support for Stem camps for Leakey ISD students
Seek First Midland
PO Box 53574	Midland	TX	79710	853628209	501c3	$34,568	General operating and program support
Senior Life Midland
PO Box 80519	Midland	TX	79708	751899190	501c3	$90,555	General operating and program support for Meals on Wheels
Share Sharing Hands A Respite Experience
3500 N A Street Suite 2500	Midland	TX	79705	262780706	501c3	$96,916	General operating and program support for IDD clients
Sibley Environmental Learning Center Foundation Inc Sibley Nature Center
1307 East Wadley	Midland	TX	79705	201991058	501c3	$83,962	General operating and program support
South Texas Charity Weekend Inc
Msc 218 700 University Blvd	Kingsville	TX	78363	200802657	501c3	$25,000	General operating and program support including STCW
Southwest Radio Church of the Air
500 Beacon Drive	Oklahoma City	OK	73127	730712306	501c3	$24,117	General operating and program support
Special Olympics Texas Inc
PO Box 47106	San Antonio	TX	78265	741998367	501c3	$11,089	General operating and program support
Spectrum of Solutions
2701 North A Street	Midland	TX	79705	751038411	501c3	$289,888	General operating and program support and capital and facilities and youth development
St Johns Episcopal School
PO Box 3046	Odessa	TX	79760	752015719	501c3	$44,291	General operating and program support
St Lukes United Methodist Church
PO Box 22013	Houston	TX	77227	741216232	501c3	$25,000	Matching grant program in support of church operations
St Lukes Episcopal School
15 St Lukes Lane	San Antonio	TX	78209	741166903	501c3	$25,000	General support of the Annual Fund
Sul Ross State University
Student Financial Aid	Alpine	TX	79832	746000027	501c3	$22,000	Scholarship and student aid	Box C113
Sunshine House Inc
402 E Holland Avenue	Alpine	TX	79830	741989614	501c3	$928,000	Support for capital and facilities including purchase and improvement
Teen Challenge Adult Centers of Texas Inc
PO Box 251	Midland	TX	79702	751757538	501c3	$197,904	General operating and program support
Teen FLOW Youth Ministry
PO Box 733	Midland	TX	79702	752899609	501c3	$150,988	General operating and program support for youth services
Terrell County ISD
PO Box 747	Sanderson	TX	79848	746002263	501c3	$40,000	Education support including CTE and college prep
Texas A and M Foundation
401 George Bush Drive	College Station	TX	77840	742245072	501c3	$100,000	Support for Texas A and M Agrilife Leach Teaching Gardens Relocation
Texas A and M University 12th Man Foundation
PO Box 2800	College Station	TX	77841	741185725	501c3	$25,000	Support for the RC Slocum statue
Texas A and M University Kingsville Foundation
700 University Boulevard MSC 218	Kingsville	TX	78363	237166534	501c3	$135,000	Capital and facilities and environment and conservation support for the Ocelot Facility and the Caesar Kleberg Wildlife Research Institute Hill Country Conservation and Management
Texas Baptist Men
5351 Catron	Dallas	TX	75227	752873370	501c3	$60,000	Support for disaster relief and the area of greatest need in Hill Country disaster relief
Texas Tech Foundation
PO Box 45025	Lubbock	TX	79409	756043842	501c3	$105,000	Support for the Rachel E Hudson European Studies Endowed Scholarship and Perinatal mental health
TEXSAR
13501 Ranch Road 12 Ste 103	Wimberley	TX	78676	841644603	501c3	$25,000	Disaster relief for Texas flood reilef
The Association of Former Students
Texas A and M University	College Station	TX	77840	740490865	501c3	$15,000	General operating and program support	505 George Bush Drive
The Fields Edge
6701 Cholla Road	Midland	TX	79706	814661939	501c3	$104,568	General operating and program support for the Tiny Home Village and Neighbor Care and Glean Up
The Life Center
2101 W Wall	Midland	TX	79701	751663590	501c3	$56,051	General operating and program support
The Recording Library of West Texas
3500 North A Street Suite 2800	Midland	TX	79705	237075064	501c3	$63,971	General operating and program support
The Springboard Center
200 Corporate Drive	Midland	TX	79705	752805439	501c3	$120,898	General operating and program support for client program costs
The University of Texas MD Anderson Cancer Center
PO Box 4486	Houston	TX	77210	746001118	501c3	$100,000	General support for Polo on the Prairie
Trinity School of Midland
3500 West Wadley	Midland	TX	79707	750995808	501c3	$2,254,485	General operating and program support including the Light the Way Campaign and the Annual Fund and student support
United Way of Big Spring
PO Box 24	Big Spring	TX	79721	756003906	501c3	$19,404	General operating and program support
United Way of Midland
1209 West Wall	Midland	TX	79701	750945926	501c3	$46,422	Capital and facilities and youth development and general operating and program support including in Honor of Tommy Ortloff for the United Way Matching Campaign
University of Illinois Foundation
PO Box 734500	Chicago	IL	60673	376006007	501c3	$8,000	Scholarships and student aid
University of Texas at Austin Cockrell School of Engineering
Cockrell School of Engineering	Austin	TX	78712	746000203	501c3	$7,000	Scholarships and student aid	2501 Speedway Stop C2108
University of Texas at Austin Jackson School of Geosciences
2305 Speedway Stop C1160	Austin	TX	78712	746000203	501c3	$30,000	Scholarships and student aid
University of Texas of the Permian Basin
Office of Institutional Advancement	Odessa	TX	79762	751393493	501c3	$183,649	Scholarships and student aid	4901 East University Blvd
Wake Forest University
PO Box 7227	Winston Salem	NC	27109	560532138	501c3	$20,000	General operating and program support
Ward County Greater Works Inc
PO Box 816	Monahans	TX	79756	432025340	501c3	$10,000	General support for Food Pantry
Watersong Wild Space
PO Box 2906	Midland	TX	79702	261270576	501c3	$19,724	General operating and program support
West Texas Food Bank
PO Box 4242	Odessa	TX	79760	752057692	501c3	$114,716	General operating and program support
West Texas Gifts of Hope
PO Box 891	Odessa	TX	79760	272281886	501c3	$100,000	General operating and program support
West Texas Symphony
PO Box 60658	Midland	TX	79711	751301544	501c3	$155,035	General operating and program support
Yellowstone Forever
PO Box 1857	Bozeman	MT	59771	475427975	501c3	$50,000	Support for Native Fish Conservation
YMCA of Midland
PO Box 954	Midland	TX	79702	750871732	501c3	$15,000	General operating and program support
Young Life
420 N Cascade Avenue	Colorado Springs	CO	80903	840385934	501c3	$145,988	General support for Mission Unit 1172 and the Lone Hollow Ranch
Young Life Midland
925 W Wadley	Midland	TX	79705	840385934	501c3	$27,339	General operating and program support

Field	Value	IRS element (for citing)
Total501c3 Org	165	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarship awards	GrantTypeTxt
Recipient	417	RecipientCnt
Cash Grant	$892,305	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Organizations receiving grants from Permian Basin Area Foundation are required to report on the status of their grants within two years of the grant award. A standard form is required from all organizations. Students receiving scholarships from Permian Basin Area Foundation sign a contract agreeing to submit grade reports following every semester in which they receive an award from the Foundation.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Guy McCrary
President and CEO	$338,233	$0	$100,000	$0	$0	$0	$35,000	$0	$2,202	$0	$475,435	$0
Cyndi Vara
Chief Financial Officer	$214,460	$0	$30,000	$0	$0	$0	$34,603	$0	$22,243	$0	$301,306	$0
Jennifer Steadman
Chief Operating Officer	$141,986	$0	$20,000	$0	$0	$0	$16,199	$0	$10,277	$0	$188,462	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 7	FormAndLineReferenceDesc
Explanation	Discretionary year-end bonuses were awarded as approved by the Board of Governors.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	19	ContributionCnt
Noncash Contributions Rpt F990	$6,273,721	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I	The organization is reporting the number of separate contributions rather than the number of items contributed.
Schedule M, Part I, Line 32b	The organization uses a third party firm to market oil and gas royalties held for sale. The organization also uses a third party firm to sell publicly traded securities.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11b	The CFO and other accounting staff prepare the Form 990. The independent accounting firm and CEO review the Form 990; then the Form 990 is reviewed by the Audit Committee of the Board of Governors. The Audit Committee recommends approval of the Form 990 by the full Board of Governors. The full Board of Governors is provided with a copy of the Form 990 prior to approval by the Board, and prior to filing with the IRS.
Form 990, Part VI, Section B, Line 12c	Annually, each board member receives a copy of the Foundation's Conflict of Interest Policy. Each board member must also sign an acknowledgement certifying their awareness and understanding of the Conflict of Interest Policy. Also, annually each board member is asked to disclose all of their community and business affiliations to help Foundation staff identify potential conflicts of interest.
Form 990, Part VI, Section B, Line 15	The Foundation has adopted the following policy regarding compensation of the Chief Executive Officer: Executive compensation is approved in advance by the Board of Governors (the Board). No member of the Board participating in the compensation decision shall have a conflict of interest with respect to the compensation transaction being reviewed. The Board will obtain and rely upon appropriate data as to comparability, prior to making its compensation determination. In general, the Board will have obtained appropriate data as to comparability if, given the knowledge and expertise of its members, it has information sufficient to determine whether the compensation arrangement is reasonable. The Board will adequately document the basis for its determination concurrently with making that decision. The documentation will include: 1) the terms of the approved transaction and the date on which the transaction was approved, 2) the members of the Board who were present during determination regarding the approved transaction and the members who voted on the matter under consideration, 3)the comparability data obtained and relied upon by the Board and how that data was obtained, 4) the basis for its determination if the Board determines that a specific compensation arrangement is higher or lower than the range of comparability data obtained, and 5) any actions taken with respect to consideration of the transaction by anyone who is otherwise a member of the Board but who had a conflict of interest with respect to the transaction. The documentation for the decision will be prepared before the latter of the next meeting of the Board or 60 days after the final action is taken. This procedure is completed annually. Each year, the CEO obtains and relies upon various salary surveys, both local and national, to determine that the compensation of the CFO and COO is reasonable. The CEO documents this process in the personnel records for the CFO and COO.
Form 990, Part VI, Section C, Line 19	The Foundation makes its governing documents and conflict of interest policy available to the public upon request. The Foundation provides its audited financial statements available to the public on request; the audited financial statements are also accessible on the Foundation's website. The Foundation also includes in its annual report to donors, grantees, vendors, and other interested persons select data from its audited financial statements.
Form 990, Part XI, Line 9	Change in value of life insurance -45,143, Change in value of split interest agreement 3,041,154, Change in value of perpetual trust 3,914, Change in value of production royalty 4,125

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	West Texas Heritage Holdings Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o Guy McCrary	AddressLine1Txt
Address Line2	3312 Andrews Highway	AddressLine2Txt
City	Midland	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	79703	ZIPCd

Field	Value	IRS element (for citing)
EIN	271928634	EIN
Primary Activities	supporting organization	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Exempt Code Section	501(c)(3)	ExemptCodeSectionTxt
Public Charity Status	12a	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Permian Basin Area Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd