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PAUL AND KATHERINE MORROW FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PAUL AND KATHERINE MORROW FAMILY FOUNDATION (EIN 45-3981868)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-08
IRS object ID
202402219349100515
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-08T15:48:07-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17100 E TEXAS HIGHWAY 191 STE 400AddressLine1Txt
CityODESSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP79765ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453981868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND KATHERINE MORROW FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone4324259114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MORROWPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4324259114PhoneNum
Signature2024-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMILY LANDRYPreparerPersonNm
PTINP01614538PTIN
Phone4323623800PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,627,811FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$58,473DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,473DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35,883OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$35,883OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$94,356TotalRevAndExpnssAmt
Total Net Invst Incm$94,356TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,245AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,123AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,122AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$312TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,256OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,256OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,645TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,691TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,122TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$291,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$291,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$308,645TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,691TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$293,122TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$214,289ExcessRevenueOverExpensesAmt
Net Investment Income$79,665NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,031,938CashBOYAmt
Cash EOY$779,501CashEOYAmt
Cash EOYFMV$779,501CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,113,015SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,153,795SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,153,795SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$316,977USGovernmentObligationsBOYAmt
US Government Obligations EOY$399,525USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$399,525USGovtObligationsEOYFMVAmt
Other Assets BOY$1,323,323OtherAssetsBOYAmt
Other Assets EOY$1,314,998OtherAssetsEOYAmt
Other Assets EOYFMV$1,294,990OtherAssetsEOYFMVAmt
Total Assets BOY$3,785,253TotalAssetsBOYAmt
Total Assets EOY$3,647,819TotalAssetsEOYAmt
Total Assets EOYFMV$3,627,811TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,785,253RetainedEarningBOYAmt
Retained Earning EOY$3,647,819RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,785,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,647,819TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,785,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,647,819TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,785,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$214,289ExcessRevenueOverExpensesAmt
Other Increases$76,855OtherIncreasesAmt
Subtotal$3,647,819SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,647,819TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,107InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,107SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,107TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$47EsPenaltyAmt
Tax Due$1,154TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFEI HOLLYIndividualWithBooksNm
Phone4324002233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL D MORROW
PO BOX 61447MIDLANDTX79711PRESIDENT AND TREASURER0.00$0$0$0
KATHERINE E MORROW
PO BOX 61447MIDLANDTX79711SECRETARY0.00$0$0$0
MARGARET E MORROW
PO BOX 61447MIDLANDTX79711DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$355,186AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,175,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,294,987FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,825,791TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,825,791AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,768,404NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,420MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,420MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,107TaxBasedOnInvestmentIncomeAmt
Total Tax$1,107TotalTaxAmt
Distributable Before Adj$187,313DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,313DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,313DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$293,122ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$293,122QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,313DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$317,381ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$99,244ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,513ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,986ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$429,124TotalExcessDistributionCyovAmt
Qualifying Distributions$293,122QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,313AppliedToCurrentYearAmt
Remaining Distri From Corpus$105,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$534,933TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$317,381ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$217,552ExcessDistriCyovToNextYrAmt
Excess From Year4$99,244ExcessFromYear4Amt
Excess From Year2$3,513ExcessFromYear2Amt
Excess From Year1$8,986ExcessFromYear1Amt
Excess From Current Year$105,809ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
29 ACRES INC
3000 MOSELEY RDCROSS ROADSTX762278096NONEPCOPERATIONS$5,000
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902NONEPCOPERATIONS$15,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703NONEPCOPERATIONS$2,500
ARCHWAY OUTREACH
114 N MIDKIFF RDMIDLANDTX79701NONEPCOPERATIONS$1,000
BIG BROTHERS BIG SISTERS OF THE PERMIAN BASIN INC
714 W LOUISIANA AVEMIDLANDTX79701NONEPCOPERATIONS$2,500
BLUE BENCH OF DENVER
PO BOX 18951DENVERCO80218NONEPCOPERATIONS$1,000
BOYS & GIRLS CLUB OF MIDLAND
1321 S GOODE STMIDLANDTX79701NONEPCOPERATIONS$5,000
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708NONEPCOPERATIONS$2,500
CASA DE AMIGOS OF MIDLAND
1101 E GARDEN LNMIDLANDTX797013683NONEPCOPERATIONS$1,000
CENTERS FOR CHILDREN & FAMILIES INC
3701 ANDREWS HWYMIDLANDTX79703NONEPCOPERATIONS$2,500
COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN
PO BOX 10532MIDLANDTX79702NONEPCOPERATIONS$1,000
CONCHO VALLEY REGIONAL FOOD BANK OF TEXAS
PO BOX 1207SAN ANGELOTX76902NONEPCOPERATIONS$1,000
CRISIS CENTER OF WEST TEXAS
910 S GRANT ST STE BODESSATX79761NONEPCOPERATIONS$2,500
FAMILY PROMISE OF MIDLAND
2908 W OHIO AVEMIDLANDTX79701NONEPCOPERATIONS$1,000
FIRST PRESBYTERIAN CHURCH
800 W TEXAS AVEMIDLANDTX79701NONEPCOPERATIONS$112,000
HIGH SKY CHILDRENS RANCH
8701 W COUNTY RD 60MIDLANDTX79707NONEPCOPERATIONS$1,000
HILLCREST SCHOOL
2800 N A STMIDLANDTX79705NONEPCOPERATIONS$2,500
HOSPICE OF MIDLAND INC
911 WEST TEXAS AVEMIDLANDTX79701NONEPCOPERATIONS$2,500
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20037NONEPCOPERATIONS$15,000
MANOR PARK INC
2208 N LOOP 250 WMIDLANDTX79707NONEPCOPERATIONS$2,000
MIDLAND CHILDRENS REHABILITATION CENTER
802 VENTURA AVEMIDLANDTX79705NONEPCOPERATIONS$2,500
MIDLAND COLLEGE FOUNDATION
3600 N GARFIELDMIDLANDTX79705NONEPCOPERATIONS$2,500
MIDLAND COMMUNITY THEATRE
2000 W WADLEYMIDLANDTX79705NONEPCOPERATIONS$3,500
MIDLAND COUNTY PUBLIC LIBRARY FOUND
PO BOX 1634MIDLANDTX79702NONEPCOPERATIONS$1,000
MIDLAND FAIR HAVENS INC
2400 WHITMIRE BLVD 100MIDLANDTX79705NONEPCOPERATIONS$2,500
MIDLAND FESTIVAL BALLET
3500 N A STMIDLANDTX79705NONEPCOPERATIONS$1,000
MIDLAND MEMORIAL FOUNDATION
2200 WEST ILLINOIS AVEMIDLANDTX797015846NONEPCOPERATIONS$2,500
MIDLAND MONTESSORI SCHOOL INC
1011 AUSTIN STMIDLANDTX79703NONEPCOPERATIONS$1,000
MIDLAND RAPE CRISIS CENTER INC
PO BOX 10081MIDLANDTX79702NONEPCOPERATIONS$2,500
MIDLAND SHARED SPACES INC
3500 N A ST STE 1100MIDLANDTX79705NONEPCOPERATIONS$2,500
MIDLAND STORYTELLING FESTIVAL
PO BOX 51566MIDLANDTX797101566NONEPCOPERATIONS$2,500
MISSION AGAPE
2901 MARANATHA PLMIDLANDTX79707NONEPCOPERATIONS$1,000
MISSION CENTER ADULT DAY SERVICES
4500 W ILLINOIS AVEMIDLANDTX79703NONEPCOPERATIONS$1,000
NONPROFIT MANAGEMENT CENTER
3500 N A ST 2300MIDLANDTX79705NONEPCOPERATIONS$5,000
OPERATION ENDURING SUPPORT
5900 DEEP SPRING CVAUSTINTX78730NONEPCOPERATIONS$15,000
PERMIAN BASIN PUBLIC TELECOMMUNICATIONS
PO BOX 8940MIDLANDTX79701NONEPCOPERATIONS$1,000
PERMIAN BASIN REHABILITATION CENTER
620 N ALLEGHANEYODESSATX79761NONEPCOPERATIONS$2,500
SAFE PLACE OF THE PERMIAN BASIN
PO BOX 11331MIDLANDTX79702NONEPCOPERATIONS$2,500
SAMARITAN COUNSELING CENTER OF WEST TEXAS INC
PO BOX 60312MIDLANDTX797110312NONEPCOPERATIONS$2,500
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E STE 400FAIRFIELDCT06825NONEPCOPERATIONS$10,000
SENIOR LIFE MIDLAND
PO BOX 80519MIDLANDTX79708NONEPCOPERATIONS$5,000
SOLDIERS' ANGELS
2895 NE LOOP 410 STE 107SAN ANTONIOTX78218NONEPCOPERATOINS$1,000
SPECTRUM OF SOLUTIONS (FORMERLY MARC)
2701 N A STMIDLANDTX79705NONEPCOPERATIONS$14,000
SPRINGBOARD CENTER
200 CORPORATE DRMIDLANDTX79705NONEPCOPERATIONS$2,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLMEMPHISTN38105NONEPCOPERATIONS$1,000
TEEN FLOW
PO BOX 733MIDLANDTX79701NONEPCOPERATIONS$1,000
TEXAS TECH FOUNDATION INC - WHITACRE COLLEGE OF ENGINEERING
PO BOX 45025LUBBOCKTX794093103NONEPCOPERATIONS$2,500
THE DOMINICAN DEVELOPMENT GROUP
PO BOX 272261TAMPAFL33688NONEPCOPERATIONS$10,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCOPERATIONS$1,000
WEST TEXAS FOOD BANK
PO BOX 4242ODESSATX79760NONEPCOPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$291,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,473ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$35,883ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUE - BOOT CREEK, LPDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$94,356ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,356TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,245Amt
Net Investment Income$2,123NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,122DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$399,525USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$399,525USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT SILVER COINS$1,005,648$1,005,648$985,640
INVESTMENT BOOT CREEK ROYALTY LTD$317,675$309,350$309,350

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$12,000$12,000$0
OFFICE SUPPLIES$256$256$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIESDesc
Revenue And Expenses Per Books$35,883RevenueAndExpensesPerBooksAmt
Net Investment Income$35,883NetInvestmentIncomeAmt
Adjusted Net Income$35,883AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$76,855Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$832$0$0
STATE TAXES$312$312$0

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