KEN W DAVIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEN W DAVIS FOUNDATION (EIN 75-6012722)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349104037
- Schema version
- 2022v5.0
- 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-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T14:53:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN B ESCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W SEVENTH STREET SUITE 642 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756012722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN W DAVIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENW | BusinessNameControlTxt |
| Phone | 8173324081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH K KAUFMANN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8173324081 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | KAUFMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN B ESCH | PreparerPersonNm |
| PTIN | P01327096 | PTIN |
| Phone | 8178829325 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,451,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $916,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $916,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,145,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,311,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,145,304 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $253,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $253,596 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,315,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,315,572 | 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 |
| Accounting Fees Rev And Expnss | $7,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $323,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $323,501 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,630 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $451,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $385,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,729,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,729,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,180,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $385,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,734,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$865,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,929,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $712,880 | CashBOYAmt |
| Cash EOY | $192,053 | CashEOYAmt |
| Cash EOYFMV | $192,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $963,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $915,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $915,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $43,173,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,879,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,767,642 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $576,449 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,850,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,986,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,451,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,049,643 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,049,643 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,800,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,936,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,850,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,986,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,850,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,986,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,850,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$865,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,254 | OtherIncreasesAmt |
| Subtotal | $43,986,302 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,986,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL TRANSACTIONS - 04b12 | 2022-12-31 | $2,876,842 | $2,925,789 | -$48,947 | -$48,947 |
| MERRILL TRANSACTIONS - 04b12 | 2022-12-31 | $12,496,915 | $11,283,305 | $1,213,610 | $1,213,610 |
| WELLS FARGO TRANSACTIONS | 2022-12-31 | $738,598 | $754,169 | -$15,571 | -$15,571 |
| WELLS FARGO TRANSACTIONS | 2022-12-31 | $199,300 | $203,088 | -$3,788 | -$3,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,145,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,175 | OverpaymentAmt |
| Applied To ES Tax | $3,175 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WHITNEY | IndividualWithBooksNm |
| Phone | 8173324081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| TCULLEN DAVIS | ||||||||
| 777 MAIN STREET STE 1150 | FORT WORTH | TX | 76102 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| ELAINE MCMERCHANT | ||||||||
| 777 MAIN STREET STE 1150 | FORT WORTH | TX | 76102 | SECRETARY | 15.00 | $0 | $0 | $0 |
| ELIZABETH KAUFMANN | ||||||||
| 777 MAIN STREET STE 1150 | FORT WORTH | TX | 76102 | TREASURER | 5.00 | $0 | $0 | $0 |
| ALANA MARSH | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | EXECUTIVE COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID WHITNEY | ||||||||
| 777 MAIN STREET STE 1150 | FORT WORTH | TX | 76102 | CHAIRMAN INVESTMENT COMMIT | 2.00 | $0 | $0 | $0 |
| BRUCE BRADY | ||||||||
| PO BOX 1659 | MIDLAND | TX | 79702 | EXECUTIVE COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| JENIECE SANDERS | ||||||||
| PO BOX 831 | FORT WORTH | TX | 76101 | EXECUTIVE COMMITTEE MEMBER | 1.00 | $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 | $45,600,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,588,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $576,449 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,765,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,765,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $716,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,048,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,352,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,352,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,825 | TotalTaxAmt |
| Distributable Before Adj | $2,325,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,325,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,325,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,734,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,734,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,325,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $513,680 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,734,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $513,680 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,220,330 | 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 | $105,288 | 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 | KEN W DAVIS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3419 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173324081 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD INCLUDE A DESCRIPTION OF THE RECIPIENT PROJECT OR PROGRAM OF THE CHARITABLE ORGANIZATION, CONTRIBUTION GOAL, AMOUNT OF SPECIFIC REQUEST, COPY OF CHARITABLE ORGNAIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND COPY OF ORGANIZATION'S IRS DETERMINATION LETTER DOCUMENTING IRS EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (198 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A HAND UP FOR WOMEN | ||||||
| PO16 | KNOXVILLE | TN | 37927 | PC | GENERAL OPERATING FUND | $10,000 |
| ACCURACY IN MEDIA | ||||||
| PO BOX 5647 | DERWOOD | MD | 20855 | PC | GENERAL OPERATING FUND | $10,000 |
| ACH CHILD & FAMILY SERVICES | ||||||
| 3712 WICHITA STREET | FORT WORTH | TX | 76119 | PC | COMMUNITY OUTREACH | $10,000 |
| ADDY'S HOPE ADOPTION AGENCY | ||||||
| 3310 W WADLEY | MIDLAND | TX | 79708 | PC | THEY WAIT PROGRAM | $15,000 |
| ALASKA POLICY FORUM | ||||||
| 7926 OLD SEWARD HWY | ANCHORAGE | AK | 99518 | PC | WORKER FREEDOM INITIATIVE | $15,000 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | PC | GENERAL OPERATIONS | $2,500 |
| ALL SAINTS HEALTH FOUNDATION | ||||||
| 1400 EIGHTH AVE | FORT WORTH | TX | 76104 | PC | CAPITAL CAMPAIGN | $25,000 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PC | GENERAL OPERATIONS | $25,000 |
| ALLIANCE FOR CHILDREN | ||||||
| 908 SOUTHLAND AVE | FORT WORTH | TX | 76104 | PC | GENERAL OPERATING FUND | $8,000 |
| AMERICA'S FUTURE FOUNDATION | ||||||
| 1851 COLUMBIA RD NW APT 707 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATIONS | $10,000 |
| AMERICAN CIVIL RIGHTS PROJECT | ||||||
| PO BOX 12207 | DALLAS | TX | 75225 | PC | GENERAL OPERATIONS | $5,000 |
| AMERICAN COUNCIL OF TRUSTEES & ALUMNI | ||||||
| 1730 M ST NW STE 600 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATIONS | $10,000 |
| AMERICAN COUNCIL ON SCIENCE & HEALTH | ||||||
| 110 E 42ND ST STE 1300 | NEW YORK | NY | 10017 | PC | GENERAL OPERATING FUND | $2,500 |
| AMERICAN FEDERALIZATION OF POLICE & CONCERNED CITIZENS | ||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | PC | FAMILY SURVIVOR PROGRAM | $3,000 |
| AMERICAN FEDERALIZATION OF POLICE & CONCERNED CITIZENS | ||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | PC | GENERAL OPERAITONS | $3,700 |
| AMERICAN INSTITUTE FOR ECONOMIC RESEARCH | ||||||
| 250 DIVISION STREET | GREAT BARRINGTON | MA | 01230 | PC | GENERAL OPERATING FUND | $5,000 |
| AMERICAN LEGISLATIVE EXCHANGE | ||||||
| 2900 CRYSTAL DR STE 600 | ARLINGTON | VA | 22202 | PC | GENERAL OPERATING FUND | $10,000 |
| AMERICAN RED CROSS NORTH TEXAS REGION | ||||||
| 4800 HARRY HINES | DALLAS | TX | 75235 | PC | HOME FIRE FINANCIAL ASSISTANCE | $25,000 |
| AMERICAN RED CROSS NORTH TEXAS REGION | ||||||
| 6000 WESTERN PL STE 100 | FORT WORTH | TX | 76102 | PC | HURRICANE IAN RELIEF FUND | $50,000 |
| AMERICANS UNITED FOR LIFE | ||||||
| 2101 WILSON BLVE STE 525 | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING FUND | $20,000 |
| APHASIA CENTER OF WEST TEXAS INC | ||||||
| 5214 THOMASON DR | MIDLAND | TX | 79703 | PC | GENERAL OPERATING FUND | $25,000 |
| ASHBROOK CENTER (ASHLAND UNIVERSITY) | ||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | PC | TEACHING AMERICAN HISTORY PROGRAM | $10,000 |
| ATLAS NETWORK | ||||||
| 4075 WILSON BLVD STE 310 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATIONS | $2,500 |
| ATTIC FOSTER NETWORK | ||||||
| 2003 OAKLAWN DR | MIDLAND | TX | 79705 | PC | GENERAL OPERATIONS | $15,000 |
| BASIN DREAM CENTER FOR ORPHANS | ||||||
| 2502 W CUTHBERT AVE | MIDLAND | TX | 79701 | PC | GENERAL OPERATING FUND | $10,000 |
| BATTERED WOMEN'S FOUNDATION | ||||||
| 4166 WILLMAN AVE | NORTH RICHLAND HILLS | TX | 76180 | PC | GENERAL OPERATIONS | $10,000 |
| BECKETT FUND FOR RELIGIOUS LIBERTY | ||||||
| 1919 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATIONS | $7,500 |
| BENJAMIN RUSH INSTITUTE | ||||||
| 8612 GLENMOUNT DR | NORTH RICHLAND HILL | TX | 76182 | PC | GENERAL OPERATIONS | $5,000 |
| BIG BROTHER BIG SISTERS MIDLAND | ||||||
| 714 W LOUISIANA AVE | MIDLAND | TX | 79701 | PC | GENERAL OPERATING FUND | $20,000 |
| BILL OF RIGHTS INSTITUTE | ||||||
| 200 N GELBE RD STE 1050 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATIONS | $10,000 |
| BOY SCOUTS OF AMERICA (BUFFALO TRAILS COUNCIL) | ||||||
| 1101 W TEXAS AVE | MIDLAND | TX | 79701 | PC | GENEREAL OPEATIONS | $60,000 |
| BOYS & GIRLS CLUB OF THE PERMIAN BASIN | ||||||
| 1321 S GOODE ST | MIDLAND | TX | 79701 | PC | GENERAL OPERATING FUND | $20,000 |
| BRIDGE HOMLESS RECOVERY CTR | ||||||
| 1818 CORSICANA ST | DALLAS | TX | 75201 | PC | GENERAL OPERATIONS | $10,000 |
| BUCKNER CHILDRENS & FAMILY SVC | ||||||
| 425 W PECAN ST | MIDLAND | TX | 79705 | PC | MIDLAND FAMILY PATHWAYS & FOSTER CARE | $20,000 |
| BYNUM SCHOOL | ||||||
| PO BOX 54190 | HURST | TX | 76054 | PC | GENERAL OPERATING FUND | $10,000 |
| CFACT | ||||||
| 1717 PENNSYLVANIA AVE NW STE 1025 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATIONS | $10,000 |
| CANCER CARE SERVICE | ||||||
| 623 S HENDERSON | FORT WORTH | TX | 76104 | PC | GENERAL OPERATING FUND | $25,000 |
| CAPITAL RESEARCH CENTER | ||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING FUND | $15,000 |
| CASA OF WEST TEXAS | ||||||
| PO BOX 2704 | MIDLAND | TX | 79702 | PC | GENERAL OPERATING FUND | $15,000 |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENEERAL OPERATING FUNDS | $5,000 |
| CENTER FOR RELIGIOUS EXPRESSION | ||||||
| 699 OAKLEAF OFFICE LN | MEMPHIS | TN | 38817 | PC | GENERAL OPERATIONS | $5,000 |
| CENTER FOR SECURITY POLICY | ||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | SHADOW NAT'L SECURITY COUNCIL | $5,000 |
| CENTER FOR SECURITY POLICY | ||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATIONS | $5,000 |
| CENTERS FOR CHILDREN & FAMILIES | ||||||
| 3701 ANDREWS HWY | MIDLAND | TX | 79703 | PC | PROGRAM COUNSELING FOR MENTAL | $40,000 |
| CHILDREN'S ADVOCACY OF GREATER WEST TEXAS INC | ||||||
| PO BOX 5195 | SAN ANGELO | TX | 76902 | PC | TRAUMA FOCUSED THERAPY SERVICES | $10,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||
| 2777 STEMMONS FRWY STE 1700 | DALLAS | TX | 75207 | PC | MENTAL HEALTH INITIATIVES | $15,000 |
| CHRIST HAVEN FOR CHILDREN | ||||||
| 4200 KELLER HASLET RD | KELLER | TX | 76244 | PC | CHILDREN'S RESIDENTIAL PROGRAM | $10,000 |
| CHRISTIAN CARE COMMUNITIES & SERVICES | ||||||
| 900 WIGGINS PKWY | MESQUITE | TX | 75150 | PC | COMMUNITY OUTREACH | $10,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL ST | LEWISVILLE | TX | 75057 | PC | GENERAL OPERATIONS | $5,000 |
| CHRISTIAN WORKS FOR CHILDREN | ||||||
| 5440 HARVEST HILL RD 140 | DALLAS | TX | 75230 | PC | KIDWORKS PROGRAM | $10,000 |
| CHRISTMAS IN ACTION | ||||||
| PO BOX 3744 | MIDLAND | TX | 79702 | PC | GENERAL OPEARTING FUND | $15,000 |
| CLAYTON DABNEY FDN | ||||||
| 6500 GREENVILLE AVE STE 342 | DALLAS | TX | 75206 | PC | GRIEF COUNSELING | $5,000 |
| CNM CONNECT | ||||||
| 2902 FLOYD ST | DALLAS | TX | 75204 | PC | GENERAL OPERATING FUND | $20,000 |
| COALITION TO SALUTE AMERICA'S HEROES | ||||||
| 12 GODFREWY PLACE | WILTON | CT | 06897 | PC | EMERGENCY FINANCIAL AID | $15,000 |
| COMMONWEALTH FDN FOR PUBLIC POLICY ALTERNATIVES | ||||||
| 225 STATE ST STE 302 | HARRISBURG | PA | 17101 | PC | PUBLIC POLICY PROGRAMS | $10,000 |
| COMMUNITY CHILDREN'S CLINIC | ||||||
| PO BOX 3328 | MIDLAND | TX | 79702 | PC | GENERAL OPERATIONS | $35,000 |
| COMMUNITY FOOD BANK | ||||||
| 3000 GALVEZ AVE | FORT WORTH | TX | 76111 | PC | FOOD DIST & PURCHASE BACKUP GENERATOR | $20,000 |
| COMMUNITY HEALTHCARE OF TX | ||||||
| 6100 WESTERN PLACE STE 105 | FORT WORTH | TX | 76107 | PC | COMPASSIONATE CARE PROGRAM | $5,000 |
| COMMUNITY LINK MISSION | ||||||
| 300 S BELMOND STREET | SAGINAW | TX | 76179 | PC | CASE MGMT & ENTAL HEALTH COUNSELING | $5,000 |
| COMMUNITY LINK MISSION | ||||||
| 300 S BELMONT ST | SAGINAW | TX | 76179 | PC | GENERAL OPERATIONS | $5,000 |
| COMPETITIVE ENTERPRIE INSTITUTE | ||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING FUND | $15,000 |
| CONCERNED WOMEN OF AMERICA | ||||||
| 1000 N PAYNE ST | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING FUND | $25,000 |
| CORNERSTONE ASSISTANCE NETWORK | ||||||
| 3500 NOBLE AVE | FORT WORTH | TX | 76111 | PC | GENERAL OPERATIONS HUMAN RESOURCES | $15,000 |
| CRISIS CENTER OF WEST TEXAS | ||||||
| 910 B S GRANT | ODESSA | TX | 79761 | PC | GENERAL OPERATING FUND | $25,000 |
| CURE (CENTER ON URBAN RENEWAL & ED) | ||||||
| 1317 F STREET W STE 900 | WASHINGTON | DC | 20004 | PC | STATE OF BLACK AMERICA INITIATIVE | $25,000 |
| DALLAS LEGAL HOSPICE | ||||||
| 1825 MARKET CENTER BLVD | DALLAS | TX | 75207 | PC | GENERAL OPERATIONS | $5,000 |
| DRC SOLUTIONS | ||||||
| PO BOX 0871 | FORT WORTH | TX | 76101 | PC | GENERAL OPERATIONS | $20,000 |
| EAGLE FORUM ED & LEGAL DEFENSE FUND | ||||||
| PO BOX 618 | ALTON | IL | 62002 | PC | GENERAL OPERATIONS | $15,000 |
| EMPIRE CENTER FOR PUBIC POLICY | ||||||
| 30 S PEARL ST | ALBANY | NY | 12207 | PC | GENERAL OPERATING FUND | $10,000 |
| FABULOUS FAITH'S FDN | ||||||
| 6772 CANAL CT | GRAND PRAIRIE | TX | 76028 | PC | COMMUNITY OUTREACH | $19,200 |
| FAMILY PROMISE OF MIDLAND | ||||||
| 3500 N A STREET STE 1400 | MIDLAND | TX | 79705 | PC | GENERAL OPERATING FUND | $15,000 |
| FAMILY PROMISE OF ODESSA | ||||||
| PO BOX 12781 | ODESSA | TX | 79762 | PC | GENERAL OPERAIONS | $10,000 |
| FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY | ||||||
| 1015 18TH ST NW STE 425 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING FUND | $5,000 |
| FEDERATION OF AMERICAN IMMIGRATION REFORM | ||||||
| 25 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING FUND | $7,500 |
| FIRE | ||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | PC | GENERAL OPERATIONS | $10,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 W PLANO PKWY | PLANO | TX | 75075 | PC | GENERAL OPERATING FUND | $10,000 |
| FORGE LEADERSHIP NETWORK | ||||||
| 707 MIAMISBURG CENRTVILLE RD | DAYTON | OH | 45459 | PC | GENERAL OPERATIONS | $10,000 |
| FORT WORTH CENTER FOR HOPE | ||||||
| PO BOX 121308 | FORT WORTH | TX | 76121 | PC | VARIOUS COMMUNITY OUTRACH PROJECTS | $10,000 |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||
| 1819 PEACHTREE RD NE STE 300 | ATLANTA | GA | 30300 | PC | GENERAL OPERAITONS | $10,000 |
| FOUNDATION FOR GOVERNMENT ACCOUNTIBIITY | ||||||
| 15275 COLLIER BLVD SUITE 201-279 | NAPLES | FL | 34119 | PC | GENERAL OPERATING FUND | $15,000 |
| FRANKLIN NEWS FOUNDAITON | ||||||
| 20 N CLARK ST STE 3300 | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $15,000 |
| FREEDOM ALLIANCE | ||||||
| 22570 MARKEY CY STE 240 | DULLES | VA | 20166 | PC | SUPPORT OUR TROOPS PROGRAM | $7,000 |
| FREEDOM ALLIANCE | ||||||
| 22570 MARKEY CY STE 240 | DULLES | VA | 20166 | PC | GENERAL OPERATIONS | $8,000 |
| FREEDOM SERVICE DOGS OF AM | ||||||
| 7193 S DILLON ST | ENGLEWOOD | CO | 80112 | PC | OPERATION FREEDOM PROGRAM | $30,000 |
| FREEDOM WORKS FOUNDATION | ||||||
| 400 N CAPITAOL ST NW STE 765 | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING FUND | $5,000 |
| FUND FOR AMERICAN STUDIES | ||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | PC | ECONOMICS FOR LEADERS PROGRAM | $15,000 |
| GEARY GIRLS RANCH NORTH | ||||||
| 210 KIOWA DR NORTH | LAKE KIOWA | TX | 76240 | PC | CAPITAL CAMPAIGN - #3 FOSTER HOME | $15,000 |
| GIRL SCOUNTS OF TX-OKLA PLAINS | ||||||
| 4901 BRIARHAVEN RD | FORT WORTH | TX | 76109 | PC | GENERAL OPERATING FUND | $5,000 |
| GLADNEY CENER FOR ADOPTION | ||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | PC | GENERAL OPERATIN FUND | $10,000 |
| GOLDWATER INSTITUTE | ||||||
| 50 E CORONADO RD | PHOENIX | AZ | 85004 | PC | GENERAL OPERATING FUND | $25,000 |
| GOODMAN INSTITUE FOR PUBLIC POLICY | ||||||
| 6335 W NORTHWEST HWY 2111 | DALLAS | TX | 75225 | PC | GENERAL OPREATING FUND | $10,000 |
| GOVERNMENT ACCOUNTAILITY INSTITUTE | ||||||
| 1414 PIEDMONT DR E | TALLAHASSEE | FL | 32308 | PC | PROGRAM RESTRICTED | $10,000 |
| GUARDIANSHIP SERVICES INC | ||||||
| PO BOX 11481 | FORT WORTH | TX | 76110 | PC | SAFEGUARD EMERGENCY FUNDS FOR CLIENTS | $2,500 |
| HAPPY HILL FARM CHILDREN HOME | ||||||
| 3846 NORTH HIGHWAY 144 | GRANBURY | TX | 76048 | PC | ASSIST CHILDREN TO MOVE FORWARD IN LIFE | $2,500 |
| HARMONY HOME CHILDREN'S ADVOCACY CENTER | ||||||
| 910C SOUTH GRANT | ODESSA | TX | 79760 | PC | GENERAL OPERATING FUND | $20,000 |
| HARVESTING IN MANSFIELD FOOD BANK - HIM | ||||||
| 150 S SIXTH AVE | MANSFIELD | TX | 76063 | PC | GENERAL OPERATING FUND | $10,000 |
| HEARTLAND INSTITUTE | ||||||
| 3939 NORTH WILKES RD | ARLINGTON | TX | 76004 | PC | GENERAL OPERATING FUND | $10,000 |
| HELPING RESTORE ABIITY | ||||||
| 4300 BELTWAY PLACE STE 10 | ARLINGTON | TX | 76018 | PC | GENERAL OPERATING FUND | $5,000 |
| HERITAGE FOUNDATION | ||||||
| PO BOX 97057 | WASHINGTON | DC | 20077 | PC | GENERAL OPERATING FUND | $15,000 |
| HONOR VETERANS NOW | ||||||
| 103 INDUSTRIAL LOOP STE 1010 | FREDERICKSBURG | TX | 78624 | PC | GENERAL OPERATING FUND | $10,000 |
| HOPE SUPPLY CO | ||||||
| 10480 SHADY TRAILS STE 104 | DALLAS | TX | 75220 | PC | DIAPER PANTRIES PROGRAM | $5,000 |
| I SUPPORT THE GIRLS INC | ||||||
| 514 HILLSBORO DR | SILVER SPRING | MD | 20902 | PC | SUPPORT WOMEN/GIRLS IN DFW W/E | $10,000 |
| ILLINOIS POLICY INSTITUTE | ||||||
| 190 S LASALLE ST STE 1500 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING FUND | $15,000 |
| INDEPENDENT INSTITUTE | ||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | PC | GENERAL OPERATING FUND | $20,000 |
| INDEPENDENT WOMEN'S FORUM | ||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | PC | GENERAL OPERATING FUND | $10,000 |
| INSTITUTE FOR HUMANE STUDIES | ||||||
| 3301 N FAIRFAX DR STE 440 | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING FUND | $10,000 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATING FUND | $10,000 |
| JORDAN ELIZABETH HARRIS FDN | ||||||
| 2830 S HULEN ST | FORT WORTH | TX | 76109 | PC | GENERAL OPERATING FUND | $6,525 |
| JUBILEE CENTER OF MIDLAND | ||||||
| 3311 ANDREWS HWY | MIDLAND | TX | 79703 | PC | FENCE REPLACEMENT | $10,000 |
| JUDICAL WATCH | ||||||
| PO BO X 96234 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATING FUND | $15,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 6300 RIDGLEA PLCE STE 400 | FORT WORTH | TX | 76116 | PC | GENERAL OPERATIONS | $5,000 |
| KEY CENTER FOR LEARNING DIFFERENCES | ||||||
| 7950 JOHN T WHITE RD | FORT WORTH | TX | 76120 | PC | GENERAL OPERATIONS | $10,000 |
| LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | PC | GENERAL OPERATIONS | $15,000 |
| LEGACY HIGH SCHOOL ORCHESTRA BOOSTER CLUB | ||||||
| PO BOX 80301 | MIDLAND | TX | 79708 | PC | ASSIST WITH NEEDS OF ORCHESTRA PROGRAM | $13,000 |
| LIBERTY COUNCIL | ||||||
| PO BOX 540774 | ORLANDO | FL | 32845 | PC | GENERAL OPERATIONS | $5,000 |
| LIBERTY JUSTICE CENTER | ||||||
| 190 S LASALLE ST STE 1500 | CHICAGO | IL | 60603 | PC | CORE CONSERVATIVE ISSUES | $15,000 |
| LIFE CENTER | ||||||
| 3101 W WALL STREET | MIDLAND | TX | 79701 | PC | CAPITAL CAMPAIGN FOR ODESSA | $25,000 |
| LIGHTHOUSE FOR THE BLIND OF FORT WORTH | ||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | pc | CLIENT SERVICES OUTREACH PROGRAM | $7,500 |
| LUCY BURNS INSTITUTE BALLOTPEDIA | ||||||
| 8383 GEENWAY BLVD STE 600 | MIDDLETON | WI | 53562 | PC | GENERAL OPERATING FUND | $15,000 |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||
| 140 WEST MAIN ST | MIDLAND | MI | 48640 | PC | FRANK BECKMAN CENTER FOR JOURNALISM | $10,000 |
| MEALS ON WHEELS INC OF TARRANT COUNTY | ||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | PC | HOME MEALS DELIVERY | $10,000 |
| MEDIA RESEARCH CENTER | ||||||
| 1900 CAMPUS COMMONS DR | REWSTON | VA | 20191 | PC | GENERAL OPERATING FUND | $15,000 |
| MERCATUS CENTER AT GMU CO NEIL ECKARD | ||||||
| 310 N MAPLE AVE | FALLS CHURCH | VA | 22046 | PC | PROGRAM RESTRICTED | $15,000 |
| MIDLAND CHILDREN'S REHAB CENTER | ||||||
| 802 VENTURA | MIDLAND | TX | 79705 | PC | GENERAL OPERATING FUND | $25,000 |
| MIDLAND RAPE CRISIS & CHILD ADVOCACY CTR | ||||||
| PO BOX 10081 | MIDLAND | TX | 79702 | PC | GENERAL OPERATING FUND | $60,000 |
| MIDLAND SOUP KITCHEN MINISTRY | ||||||
| 1401 ORCHARD | MD | TX | 79701 | PC | GENERAL OPERATING FUND | $20,000 |
| MISSION AGAPE | ||||||
| 2901 MARANATHA PLACE | MIDLAND | TX | 79707 | PC | CAPITAL CAMPAIGN | $50,000 |
| MISSION CENTR ADULT DAY SVC | ||||||
| 3500 N A ST STE 1300 | MIDLAND | TX | 79705 | PC | CLIENT SERVICES PROGRAM | $15,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | PC | GENERAL OPERATIONS | $7,500 |
| NAT'L LAW ENFORCEMENT OFFICERS MEMORIAL FUND | ||||||
| 901 E STREET NW STE 100 | WASHINGTON | DC | 20004 | PC | GENERAL OPERATIONS | $6,900 |
| NATIONAL ASSOCIATION OF CHIEF OF POLICE | ||||||
| 6350 HORIZON DR | TITUSVILLE | FL | 32780 | PC | LAW ENFORCEMENT TRAINING | $2,500 |
| NATIONAL ASSOCIATION OF CHIEF OF POLICE | ||||||
| 6350 HORIZON | TITUSVILLE | FL | 32780 | PC | GENERAL OPERATIONS | $3,700 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FDN | ||||||
| 8001 BRADDOCK RD STE 600 | SPRINGFIELD | VA | 22160 | PC | GENERAL OPERATIONS | $25,000 |
| NETWORK OF ENLIGHTENED WOMEN | ||||||
| 1360 E CAPITOL ST NE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATIONS | $15,000 |
| NEURO ASSISTANCE FOUNDATION | ||||||
| 2320 BRIDGEWOOD DR | KELLER | TX | 76262 | PC | CHILDREN'S SERVICE QUALITY | $10,000 |
| NORTH TEXAS SNAP | ||||||
| 901 CLINIC DR STE B99 | EULESS | TX | 76039 | PC | GREATER INDEPENDENT LIVING PROGRAM | $10,000 |
| NORTH TXAS PATRIOT ANGLERS | ||||||
| 509 BRIARSOAK DRIVE | LAKE DALLAS | TX | 75065 | PC | SUPPORT VETS/MILITARY IN DFW AREA | $5,000 |
| OHIO CHRISTIAN ALLIANCE | ||||||
| PO BOX 3076 | AKRON | OH | 44309 | PC | GENERAL OPERATIONS | $10,000 |
| OMNI OUTREACH | ||||||
| 5005 BRENTWOOD STAIR RD STE 207 | FORT WORTH | TX | 76112 | PC | COMMUNITY OUTREACH EVENT | $5,000 |
| ONE MORE MINISTRIES | ||||||
| PO BOX 88 | PROSPER | TX | 75078 | PC | ASSIST WITH ADOPTION COSTS | $20,000 |
| OPERATION BLUE SHIELD | ||||||
| 5949 SHERRY LN STE 1635 | DALLAS | TX | 75225 | PC | PATHWAYS TO HOPE RE-ENTRY PROG | $20,000 |
| OPERATION FINALLY HOME (BABASOT) | ||||||
| 1659 STATE HWY 46 W | NEW BRAUNFELS | TX | 78132 | PC | BUILD HOME FOR MILITARY FAMILY | $15,000 |
| OPERATION HOMEFRAONT | ||||||
| 8930 FOURWINDS DR STER 340 | SAN ANTONIO | TX | 78239 | PC | PROGRAM RESTRICTED | $15,000 |
| OPERATION UNDERGROUND RAILROAD | ||||||
| PO BOX 57338 | SALT CITY CITY | UT | 84157 | PC | O.U.R. AFTERCARE PROGRAM | $20,000 |
| PACIFIC RESEACH INSTITUTE | ||||||
| 101 MONTGOMERY ST STE 1300 | SAN FRANACISCO | CA | 94104 | PC | GENERAL OPERATING FUND | $15,000 |
| PARALZYED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | PC | EDUCATION & TRAINING | $10,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | PC | VARIOUS MEDICAL TREATMENTS | $5,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 95951 | PC | GENERAL OPERATIONS | $10,000 |
| PERMIAN BASIN - BE THE CHANGE | ||||||
| 3500 N A STREET STE 2100 | MIDLAND | TX | 79705 | PC | PROGRAM EXPENSES | $5,000 |
| PERMIAN BASIN ADULT LITERACY CENTER INC | ||||||
| 1709 WALL STREET | MIDLAND | TX | 79701 | PC | GENERAL OPERATING FUND | $10,000 |
| PERMIAN BASIN GIFTS OF HOPE | ||||||
| PO BOX 1323 | MIDLAND | TX | 79702 | PC | DENTAL ASSISTANCE PROGRAM | $20,000 |
| PERMIAN BASIN REHABILITATION CENTER | ||||||
| 620 N ALLEGHANEY AVE | ODESSA | TX | 79761 | PC | REPLACE HVAC SYSTEM | $25,000 |
| PHOENIX CENTER | ||||||
| 3340 ST HWY 71 | HORSESHOE | TX | 78657 | PC | ASSIST FAMILIES THROUGH HEALTH | $15,000 |
| PHOENIX CENTER | ||||||
| 3340 ST HWY 71 | HORSESHOE | TX | 78657 | PC | GENERAL OPERATIONS | $17,500 |
| PLATT INSTITUTE FOR ECONOMIC RESEARCH | ||||||
| 6910 PACIFIC ST STE 216 | OMAHA | NE | 68106 | PC | COMMUNITY & ECONOMIC RESERCH | $15,000 |
| PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY | ||||||
| 2400 CYPRESS ST | FORT WORTH | TX | 76102 | PC | WEATHER WMERGENCY FUND 2021 | $10,000 |
| PROJECT VERITAS | ||||||
| 1214 W BOSTON POST RD | MAMARONECK | NY | 10543 | PC | GENERAL OPERATIONS | $15,000 |
| PRSBYTERIAN CHILDREN'S HOME AND SERVICES | ||||||
| 5920 W WILLIAM CANNON DR | AUSTIN | TX | 78749 | PC | SERVICE FORT WORTH LOCATION | $10,000 |
| REAL CLEAR FOUNDATION | ||||||
| 666 DUNDEE RD | NORTHBROOK | IL | 60062 | PC | GENERAL OPERATIONS | $25,000 |
| REASON FOUNDATION | ||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | PC | GENERAL OPERATIONS | $10,000 |
| RECORDING LIBRARY OF WEST TX | ||||||
| 3500 NORTH A ST STE 2800 | MIDLAND | TX | 79705 | PC | GENERAL OPERATING FUND | $41,000 |
| RISE ADAPTIVE SPORTS | ||||||
| PO BOX 141122 | IRVING | TX | 75014 | PC | GENERAL OPERATIONS | $5,000 |
| ROBERT E LEE BANDOLIERS DBA LHS BAND BOOSTER CLUB | ||||||
| 3500 NEELY AVE | MIDLAND | TX | 79707 | PC | ASSISI WITH STUDENT EXPENSES ORCHESTRA PROGRAM | $13,000 |
| RONALD MCDONALD HOUSE OF FORT WORTH | ||||||
| 1001 8TH AVE | FORT WORTH | TX | 76104 | PC | GENERAL OPERATING FUND | $10,000 |
| SAFE FAMILIES FOR CHILDREN ALLIANCE | ||||||
| PO BOX 171874 | ARLINGTON | TX | 76003 | PC | SUPPORT NEEDY FAMILIES - COMMUNITY OUTREACH | $10,000 |
| SAFE HAVEN OF TARRANT COUNTY | ||||||
| 1010 N CENTER ST | ARLINGTON | TX | 76011 | PC | COMMUNITY OUTREACH | $10,000 |
| SAFE PLACE OF PERMIAN BASIN | ||||||
| PO BOX 11331 | MIDLAND | TX | 79702 | PC | GENERAL OPERATING FUND | $30,000 |
| SALVATION ARMY - DFW | ||||||
| 8787 STEMMONS FWY STE 800 | DALLAS | TX | 75247 | PC | SERVICE FORT WORTH MABEE LOCATION | $15,000 |
| SALVATION ARMY EMREGENCY DISASTER SERVICES | ||||||
| 1221 RIVER BEND ST | DALLAS | TX | 75247 | PC | HURRICANE IAN RELIEF FUND | $50,000 |
| SECOND AMENDMENT INSTITUTE | ||||||
| 1929 BILTMORE ST NW | WASHINGTON | DC | 20009 | PC | SAI LEGAL DEFENSE PROGRAM | $5,000 |
| SENIOR LIFE MIDLAND | ||||||
| PO BOX 80519 | MIDLAND | TX | 79708 | PC | MEALS ON WHEELS PROGRAM | $35,000 |
| SIMPLY GRACE | ||||||
| PO BOX 180182 | DALLAS | TX | 75218 | PC | TRANSITIONAL LIVING PROGRAM FOR WOMEN | $5,000 |
| STARPOINT SCHOOL AT TCU | ||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | PC | SCHOLARSHIP PROGRAM | $12,500 |
| STATE POLICY NETWORK | ||||||
| 2655 N FORT MYER DR STE 360 | ARLINGTON | VA | 22209 | PC | GENERAL OPERATING FUND | $9,100 |
| STOREY LANE INDEPENDENT LIVING FOUNDATION | ||||||
| PO BOX 608 | PNDER | TX | 76259 | PC | TRAINING & SUPPORT PROGRAM | $10,000 |
| SUNSHINE HOUSE | ||||||
| 402 HOLLAND AVE | ALPINE | TX | 79830 | PC | GENERAL OPERATIONS | $10,000 |
| TADSAW INC | ||||||
| 13423 blanco rd 218 | SAN ANTONUI | TX | 78216 | PC | GENERAL OPERATIONS | $15,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | PC | GENERAL OPERATIONS | $40,000 |
| TAX FOUNDATION | ||||||
| 1325 G STREET NW STE 950 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING FUND | $12,500 |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||
| PO BOX 1449 | AUSTIN | TX | 78767 | PC | GENERAL OPERATING FUND | $10,000 |
| TRINITY HABITAT FOR HUANITY | ||||||
| 9333 N NORMANDALE ST | FORT WORTH | TX | 76116 | PC | COMMUNITY OUTREACH | $5,000 |
| TROOPS DIRECT | ||||||
| PO BOX 9140 | PUEBLO | CO | 81008 | PC | ASSIST TROOPS W/CRITICALLY NEEDED SUPPLIES | $10,000 |
| UNION GOSPEL MISSION OF TARRANT COUNTY | ||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | PC | GENERAL OPERATIONS | $15,000 |
| WARM PLACE | ||||||
| 809 LIPSCOMB | FORT WORTH | TX | 76104 | PC | GRIEF SUPPORRT PROGRAMS | $5,000 |
| WASHINGTON LEGAL FOUNDATION | ||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING FUND | $10,000 |
| WAY BACK HOUSE INC | ||||||
| PO BOX 832407 | RICHARDSON | TX | 75083 | PC | WOMEN'S SUBSTANCE ABUSE & RE-ENTRY PROGRAM | $15,000 |
| WEST AID OF FORT WORTH | ||||||
| 7940 CAMP BOWIE WEST | FORT WORTH | TX | 76116 | PC | FOOD BANK & DISTRIBUTION | $10,000 |
| WEST FORT WORTH CENTER OF HOPE | ||||||
| PO BOX 121308 | FORT WORTH | TX | 76121 | PC | COMMUNITY OUTREACH | $10,000 |
| WEST TEXAS FOOD BANK | ||||||
| 1601 WESTCLIFF DR | MIDLAND | TX | 79703 | PC | GENERAL OPERATING FUND | $25,000 |
| WEST TEXAS GIFTS OF HOPE | ||||||
| PO BOX 891 | ODESSA | TX | 79760 | PC | PROGRAM RESTRICTED | $5,000 |
| WEST TEXAS GIFTS OF HOPE | ||||||
| PO BOX 891 | ODESSA | TX | 79760 | PC | NEW PATIENT CARE BAGS | $15,000 |
| WINGS OF HOPE EQUITHERAPY | ||||||
| PO BOX 445 | BURLESON | TX | 76031 | PC | PROGRAM RESTRICTED | $5,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 12672 SILICON DE STE 105 | SAN ANTONIO | TX | 78249 | PC | GENERAL OPERATIONS | $10,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFONT RD | JACKSONVILLE | FL | 32256 | PC | SUPPORT DFW AREA | $5,000 |
| YMCA | ||||||
| 512 LAMAR ST STE 400 | FORT WORTH | TX | 76102 | PC | COMMUNITY OUTREACH | $25,000 |
| YOUNG AMERICA'S FDN | ||||||
| 110 ELDEN ST | HERNDON | VA | 20170 | PC | GENERAL OPERATING FUND | $20,000 |
| YOUNG AMERICANS FOR LIBERTY FOUNDATION | ||||||
| 3267 BEE CAVE RD STE 107-65 | AUSTIN | TX | 78746 | PC | GENERAL OPERATIONS | $5,000 |
| YOUNG VOICES ADVOCATES | ||||||
| 655 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,729,625 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $916,672 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $253,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,145,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,315,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,315,572 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL,ACCOUNTING AND REPORTING | CategoryTxt |
| Amt | $7,335 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,385 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML EQUITY AND BOND INCOME | StockNm |
| EOY Book Value | $42,879,109 | EOYBookValueAmt |
| EOYFMV | $42,767,642 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $576,449 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,264 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $253,596 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $253,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $253,596 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES IN INCOME REPORTING | Desc |
| Amt | $1,254 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $315,388 | $315,388 | $0 |
| INVESTMENT EXPENSE - MRRILL 04B12 SUPP | $8,113 | $8,113 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $60,452 | $0 | $0 |
| AD VALOREM TAX - ROYALTIES | $24,828 | $24,828 | $0 |
| TAXES - FOREIGN SECURITIES | $33,802 | $33,802 | $0 |
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