M K BROWN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- M K BROWN FOUNDATION INC (EIN 75-6034058)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349103750
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:38:45-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833945414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alex Hill CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N Banks St | AddressLine1Txt |
| City | Pampa | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756034058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M K BROWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MKBR | BusinessNameControlTxt |
| Phone | 8066696890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 581 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LELAND W WATERS | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEX HILL | PreparerPersonNm |
| PTIN | P02233893 | PTIN |
| Phone | 8066657164 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,220,753 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $176,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,053 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $176,053 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$62,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,833,753 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $5,958 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $105,148 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $218,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $182,011 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,090 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $21,090 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,509 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,990 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $12,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,502 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10,019 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,010 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,996 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $3,995 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $63,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,919 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $35,924 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $77,018 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $365,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $77,018 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,993 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $190,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,419 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,009,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,279,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,279,275 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,270,455 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,599,271 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,599,271 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,477 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,477 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,625 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $142,308 | LandBOYAmt |
| Land EOY | $72,394 | LandEOYAmt |
| Land EOYFMV | $72,394 | LandEOYFMVAmt |
| Other Assets BOY | $527 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,917 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,917 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,631,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,220,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,220,753 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,251 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,976 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $2 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,978 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,623,111 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,211,775 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,623,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,211,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,631,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,220,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,623,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $806,918 | OtherIncreasesAmt |
| Subtotal | $7,283,170 | SubtotalAmt |
| Other Decreases | $71,395 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,211,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ST | P | 2023-01-01 | 2023-06-01 | $317,165 | $311,476 | $5,689 | $5,689 |
| PUBLICLY TRADED SECURITIES LT | P | 2020-01-01 | 2023-12-31 | $1,516,319 | $1,584,880 | -$68,561 | -$68,561 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2023-01-01 | 2023-06-30 | $269 | $269 | $269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$62,603 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,958 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,481 | SubtotalAmt |
| Tax Based On Investment Income | $1,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,984 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,503 | OverpaymentAmt |
| Applied To ES Tax | $2,503 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND WATERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8066696890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 N BANKS ST | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LELAND W WATERS | ||||||
| 1300 S HARRISON APT 1003 | AMARILLO | TX | 79101 | Chairman | 10.00 | $15,000 |
| DOUG CARMICHAEL | ||||||
| 2354 CHESTNUT DR | PAMPA | TX | 79065 | VICE CHMN | 0.00 | $0 |
| JA JOHNSON | ||||||
| 2516 CHESTNUT | PAMPA | TX | 79065 | SEC/TREAS | 0.00 | $0 |
| DIANE WATERS | ||||||
| 1300 S HARRISON APT 1003 | AMARILLO | TX | 79101 | ASST SEC/TREAS | 20.00 | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583698 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $58,621 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,838,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,884,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,884,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,781,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,481 | TotalTaxAmt |
| Distributable Before Adj | $337,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $337,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $337,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $235,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,579 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $27,175 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $27,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $235,800 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $27,175 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,175 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $74,604 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LELAND WATERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 581 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790660581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8066696890 | RecipientPhoneNum |
| Form And Info And Materials | SEE SCHEDULE B | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| 1600 CAMPUS CT | ABILENE | TX | 79601 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| THE AMARILLO SYMPHONY | |||||||
| 301 S POLK ST 700 | AMARILLO | TX | 79101 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| DONLEY COUNTY SENIOR CITIZENS | |||||||
| 115 E 4TH ST | CLARENDON | TX | 79226 | NONE | PUBLIC | PURCHASE OPERATING EQUIPMENT | $5,000 |
| GOLDEN SPREAD COUNCIL BOY SCOUTS | |||||||
| 401 TASCOSA ROAD | AMARILLO | TX | 79124 | NONE | PUBLIC | OPERATING EXPENSES & SEPTIC SYSTEMS | $50,000 |
| GOOD SAMARITAN CHRISTIAN SERVICES | |||||||
| 309 N WARD ST | PAMPA | TX | 79065 | NONE | PUBLIC | FOOD FOR PROGRAMS | $20,000 |
| PAMPA CIVIC BALLET | |||||||
| 2005 CHARLES | PAMPA | TX | 79065 | NONE | PUBLIC | PROGRAM PRODUCTION | $1,000 |
| PAMPA ISD | |||||||
| 400 N FAULKNER ST | PAMPA | TX | 79065 | NONE | PUBLIC | CHOIR COSTUMES FOR MUSICAL | $1,500 |
| WOODY GUTHRIE FOLK MUSIC CENTER | |||||||
| 320 S CUYLER | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS | $2,500 |
| ST MATTHEWS EPISCOPAL | |||||||
| 727 W BROWNING | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATION | $15,000 |
| TEXAS TECH UNIVERSITY | |||||||
| 2500 BROADWAY ST | LUBBOCK | TX | 79409 | NONE | PUBLIC | SCHOLARSHIPS | $17,500 |
| WEST TEXAS A M UNIVERSITY | |||||||
| 2501 4TH AVE | CANYON | TX | 79016 | NONE | PUBLIC | SCHOLARSHIPS | $25,000 |
| HIGH PLAINS FOOD BANK | |||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | NONE | PUBLIC | RURAL OPERATIONS | $15,000 |
| SOUTHWEST DIABETIC FOUNDATION | |||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | NONE | PUBLIC | FINANCIAL AID FOR CHILDREN ATTENDING CAMP | $1,500 |
| KANZA SOCIETY INC | |||||||
| 210 N 7TH STREET | GARDEN CITY | KS | 67846 | NONE | PF | PROGRAMMING COSTS | $2,500 |
| HEDLEY SENIOR CITIZENS ASSOC | |||||||
| 111 MAIN STREET | HEDLEY | TX | 79237 | NONE | PUBLIC | OPERATIONS | $2,000 |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 7216 | AUSTIN | TX | 78713 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| UNIV OF TX AT ARLINGTON | |||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76013 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| THE PANHANDLE GIVES | |||||||
| 601 S FILMORE | AMARILLO | TX | 79101 | NONE | PUBLIC | OPERATING EXPENSES FOR TX PANHANDLE CHARITIES | $59,800 |
| ORAL ROBERTS UNIVERSITY | |||||||
| 7777 SOUTH LEWIS AVE | TULSA | OK | 74171 | NONE | PC | SCHOLARSHIP | $2,500 |
| TEXAS WOMEN'S UNIVERSITY | |||||||
| 304 ADMINISTRATION DRIVE | DENTON | TX | 76204 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| COLORADO STATE UNIVERSITY | |||||||
| 711 OVAL DRIVE | FT COLLINS | CO | 80523 | NONE | PUBLIC | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $176,053 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$62,603 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $105,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $113,450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,509 | Amt |
| Net Investment Income | $5,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,990 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT FEES FOR MANAGING INVESTMENT ACCOUNTS. | ExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $808 | $808 | ||
| Machinery and Equipment | $410 | $410 | ||
| Improvements | $1,111 | $1,111 | ||
| Miscellaneous | $121,690 | $49,296 | $72,394 | $72,394 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| EOYFMVEOYFMVAmt | DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| $3,917 | |||
| PREPAID TAXES | $484 | $2,503 | |
| RECEIVABLES | $43 | $1,414 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN APPRAISAL VALUES | $69,914 |
| EXCISE TAX | $1,481 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $48 | $27 | $28 |
| DUES/SUBS | $869 | $495 | $496 |
| INSURANCE | $750 | $427 | $428 |
| INVESTMENT FEES | $58,621 | $33,414 | $33,414 |
| OFFICE SUPPLIES | $1,434 | $817 | $818 |
| OIL & GAS EXPENSE | $1,297 | $739 | $740 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $105,148 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,927 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $865 | $865 | |
| PAYROLL | $2,872 | $1,637 | $1,637 |
| PRODUCTION TAX | $4,803 | $4,803 | |
| PROPERTY | $3,579 | $3,579 |
Comments