JAMES N MCCOY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES N MCCOY FOUNDATION (EIN 75-2587034)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-01-12
- IRS object ID
- 202310129349100231
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752205423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWH GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97000 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763077000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752587034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES N MCCOY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9402644400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEN HINES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9402644400 | PhoneNum |
| Signature | 2023-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | KEN HINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L LUIG JR CPA | PreparerPersonNm |
| PTIN | P00446182 | PTIN |
| Phone | 9407231471 | PhoneNum |
| Preparation | 2023-01-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,427,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,126,346 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $730,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $730,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $543,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,825,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $926,428 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,400,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,657,018 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,391 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,262 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,364,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,364,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,481,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,375,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,919,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,645,341 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $135,693 | CashEOYAmt |
| Cash EOYFMV | $135,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $724,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $40,450,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,633,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,357,439 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,304,213 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,912,862 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,175,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,095,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,427,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $30,455,147 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $46,581,493 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,720,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,513,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,175,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,095,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,175,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,095,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,175,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,919,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,095,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,095,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,825,407 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,898,979 | CostOrOtherBasisAmt |
| Gain Or Loss | $926,428 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $926,428 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $926,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125,607 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $102,737 | OverpaymentAmt |
| Applied To ES Tax | $102,737 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9402644400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 MAPLEWOOD AVENUE SUITE 200 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VICKI D MCCOY | ||||||||
| 3602 CEDAR ELM LANE | WICHITA FALLS | TX | 763082302 | TRUSTEE/PRESIDENT | 2.00 | $0 | $0 | $0 |
| R KEN HINES | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | TRUSTEE/VP/SEC/TREASURER | 8.00 | $0 | $0 | $0 |
| ROBERT W GOFF JR | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK MCCOY | ||||||||
| 12720 BALSA LANE | BEAUMONT | TX | 777139424 | TRUSTEE/VP | 1.00 | $0 | $0 | $0 |
| LESLEY B CHASTEEN | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 763082101 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,045,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,446,178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,739,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,739,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,001,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,738,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,286,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,286,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,870 | TotalTaxAmt |
| Distributable Before Adj | $3,264,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,264,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,264,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,375,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,375,659 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,264,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,334,631 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,375,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,334,631 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,223,014 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VICKI D MCCOY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 CEDAR ELM LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407674334 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARC OF WICHITA COUNTY | ||||||
| 3116 BUCHANAN STREET | WICHITA FALLS | TX | 76309 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| ART COUNCIL WICHITA FALLS AREA | ||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $75,000 |
| BIG BROTHERS & SISTERS OF LONE STAR | ||||||
| 4822 KEMP BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $22,500 |
| BOY SCOUTS OF AMERICA NORTHWEST TEXAS COUNCIL | ||||||
| 3604 MAPLEWOOD AVENUE | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| BOYS & GIRLS CLUB | ||||||
| 1318 SIXTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| CAMP FIRE USA NORTH TEXAS COUNCIL | ||||||
| 2414 NINTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| CATHOLIC CHARITIES OF FORT WORTH | ||||||
| 907 HOLLIDAY STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| CHILD ADVOCATES | ||||||
| 808 AUSTIN STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $50,000 |
| CHILD CARE | ||||||
| 1000 LAMAR STREET SUITE 432 | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $50,000 |
| CHRIST COUNSELING MINISTRY | ||||||
| 1420 TWIN OAKS STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| ENCOUNTER CHURCH | ||||||
| 4822 KEMP BOULEVARD SUITE 200 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $3,400 |
| TEXOMA MOTHER & UNBORN BABY CARE | ||||||
| 4011 SEYMOUR HIGHWAY | WICHITA FALLS | TX | 76309 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| FAITH MISSION | ||||||
| 1300 TRAVIS STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $50,000 |
| GENESIS PLACE | ||||||
| 807 AUSTIN STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| HAPPY HANDS EDUCATION CENTER | ||||||
| 8801 SOUTH GARNETT ROAD | BROKEN ARROW | OK | 74012 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| HOSPICE OF WICHITA FALLS | ||||||
| 4909 JOHNSON ROAD | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $430,000 |
| INHERITANCE ADOPTIONS | ||||||
| 1007 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| INTERFAITH MINISTRIES | ||||||
| 1101 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $15,000 |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | ||||||
| 3509 HULEN STREET SUITE 200 | FORT WORTH | TX | 76107 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| MIDWESTERN STATE UNIVERSITY | ||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $800,000 |
| MISSION RESOURCE INTERNATIONAL | ||||||
| 210 HOLMES STREET | LUMBERTON | TX | 77657 | 501(C)(3) | GENERAL OPERATIONS. | $46,600 |
| MSU TEXAS MCCOY SCHOOL OF ENGINEERING | ||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| PATSY'S HOUSE CHILDREN'S ADVOCACY CENTER | ||||||
| 1411 TENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | ||||||
| 4407 BEE CAVE ROAD | AUSTIN | TX | 78746 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| PROJECT BACK TO SCHOOL | ||||||
| PO BOX 9700 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $10,000 |
| RATHGEBER HOSPITALITY HOUSE | ||||||
| 1615 TWELFTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $25,000 |
| SENIOR CITIZENS SERVICES OF NORTH TEXAS | ||||||
| 1000 BURNETT STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| SOUTHSIDE GIRLS CLUB | ||||||
| 1205 MONTGOMERY STREET | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | ||||||
| PO BOX 32 | WICHITA FALLS | TX | 76307 | 501(C)(3) | GENERAL OPERATIONS. | $5,000 |
| NORTH TEXAS REHABILITATION CENTER | ||||||
| 1005 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | 501(C)(3) | GENERAL OPERATIONS. | $65,000 |
| THE SALVATION ARMY | ||||||
| 403 SEVENTH STREET | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| UNITED REGIONAL FOUNDATION | ||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $65,000 |
| VERNON COLLEGE | ||||||
| 4400 COLLEGE DRIVE | VERNON | TX | 76384 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| WHISPERS OF HOPE HORSE FARM | ||||||
| 3545 PARKHILLS ROAD | WICHITA FALLS | TX | 76310 | 501(C)(3) | GENERAL OPERATIONS. | $56,000 |
| WICHITA FALLS AREA COMMUNITY FOUNDATION | ||||||
| 807 EIGHTH STREET SUITE 750 | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $122,500 |
| WICHITA FALLS CRIME STOPPERS | ||||||
| 610 HOLLIDAY STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $30,000 |
| WICHITA FALLS SYMPHONY ORCHESTRA | ||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | 501(C)(3) | GENERAL OPERATIONS. | $3,000 |
| YOUNG LIFE | ||||||
| PO BOX 4058 | WICHITA FALLS | TX | 76308 | 501(C)(3) | GENERAL OPERATIONS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,364,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $730,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $543,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,274,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,274,260 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES N MCCOY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 CEDAR ELM LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763082302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,126,346 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | JAMES N. MCCOY ECHOMETER COMPANY MONEY PURCHASE PENSION PLAN AND TRUST | $14,723,223 | 2021-10-15 |
| 1 | JAMES N. MCCOY ROLLOVER ECHOMETER COMPANY MONEY PURCHASE PENSION PLAN AND TRUST | $1,403,123 | 2021-10-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,525 | Amt |
| Net Investment Income | $6,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,262 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN. | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I, LINE 1. | FormAndLineReferenceDesc |
| Medium Explanation | JAMES N. MCCOY WAS ESTABLISHED AS A SUBSTANTIAL CONTRIBUTOR TO THIS FOUNDATION PRIOR TO YEAR 2021. MCCOY PASSED AWAY ON OCTOBER 15, 2021. MCCOY WAS THE OWNER OF AND PARTICIPANT IN SHARES OF THE ECHOMETER COMPANY MONEY PURCHASE PENSION PLAN AND TRUST. MCCOY HAD DESIGNATED THE JAMES N. MCCOY FOUNDATION AS THE BENEFICIARY OF HIS INTERESTS IN THE AFORESAID PENSION PLAN. THUS, THE REDEMPTIVE FAIR MARKET VALUE OF MCCOY'S SAID INTERESTS VESTED WITH THIS FOUNDATION ON OCTOBER 15, 2021. THE REQUIRED REPORTING OF THIS EVENT WAS INADVERTENTLY OMITTED FROM THE ORIGINALLY FILED FORM 990-PF. THIS FORM 990-PF IS BEING AMENDED TO CORRECT THE AFORESAID OMISSION.THE REDEMPTIVE VALUE OF MCCOY'S SHARE OF THE AFORESAID PENSION PLAN WAS $16,126,346 ON OCTOBER 15, 2021. THIS AMOUNT HAS BEEN REPORTED AS CONTRIBUTIONS RECEIVED, AND ANCILLARY EFFECTS HAVE BEEN REFLECTED THROUGHOUT THIS AMENDED RETURN. AS A RESULT, THE UNDISTRIBUTED INCOME FOR 2021 HAS BEEN INCREASED FROM THE ORIGINALLY REPORTED AMOUNT OF $3,050,799 TO THE AMENDED AMOUNT OF $3,223,014.ADDITIONALLY, SCHEDULE B, SCHEDULE OF CONTRIBUTORS, HAS BEEN PREPARED AND ATTACHED AS A PART OF THIS AMENDED RETURN. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITY SECURITIES | $1,605,674 | $5,154,341 |
| PUBLICLY TRADED EXCHANGE TRADED FUNDS | $38,028,119 | $64,203,098 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,783 | LegalFeesAmt |
| Net Investment Income | $5,391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,392 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM EXCHANGE TRADED FUNDS | $0 | $177,867 | $177,867 |
| JAMES N. MCCOY ECHOMETER COMPANY MONEY PURCHASE PENSION PLAN AND TRUST | $0 | $14,723,223 | $15,278,915 |
| JAMES N. MCCOY ROLLOVER ECHOMETER CO. MONEY PURCHASE PENSION PLAN AND TRUST | $0 | $1,403,123 | $1,456,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $93,841 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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