PERMIAN BASIN AREA FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PERMIAN BASIN AREA FOUNDATION (EIN 75-2295008)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321329349302167
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T11:29:58-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752295008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERMIAN BASIN AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERM | BusinessNameControlTxt |
| Phone | 4326173213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3312 Andrews Highway | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Guy McCrary | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 4326173213 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Guy McCrary | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3312 Andrews Highway | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,867,216 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pbaf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address community needs and enrich the quality of life in the Permian Basin. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 64 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,614,132 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,052,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,096,947 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,865,871 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,344,152 | PYOtherRevenueAmt |
| CY Other Revenue | $2,186,578 | CYOtherRevenueAmt |
| PY Total Revenue | $33,055,231 | PYTotalRevenueAmt |
| CY Total Revenue | $41,134,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,977,517 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,536,732 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,224,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,369,906 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $170,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,849,100 | PYOtherExpensesAmt |
| CY Other Expenses | $1,910,172 | CYOtherExpensesAmt |
| PY Total Expenses | $14,051,522 | PYTotalExpensesAmt |
| CY Total Expenses | $22,816,810 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,003,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,317,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,717,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,108,203 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,997,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,497,051 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $270,720,558 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,611,152 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address community needs and enrich the quality of life in the Permian Basin. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,015,842 | ExpenseAmt |
| Grant | $19,536,732 | GrantAmt |
| Revenue | $30,000 | RevenueAmt |
| Desc | Community capacity building programs: 471 grants to various non-profit organizations and 387 individuals awarded scholarships; based on approved grant and scholarship applications. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,316 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Community education includes general outreach to advance the mission of the Foundation and philanthropy in West Texas. Such activities include providing advice to nonprofits on best management practices and capacity building, making reports to nonprofit boards about endowments, and conducting educational events for nonprofits. During 2022 the Foundation conducted 31 education meetings and/or events with nonprofits. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,041,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cyndi Vara | PersonNm |
| Phone | 4326173213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3312 Andrews Highway | AddressLine1Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Guy McCrary | ||||||||
| President and CEO | 40 | 2 | Yes (X) | $278,433 | $0 | $28,760 | ||
| Cyndi Vara | ||||||||
| Chief Financial Officer | 40 | 0 | Yes (X) | $190,229 | $0 | $40,897 | ||
| Sherri Heiting | ||||||||
| Education Programs Officer | 40 | 0 | $113,849 | $0 | $20,272 | Yes (X) | ||
| Mara Hobbs | ||||||||
| Past Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Todd Meade | ||||||||
| Chair | 1 | 1 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Cal Hendrick | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Bryan Heflin | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| G Larry Lawrence | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Andrew Semer | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Steve Barron | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Wesley Bownds | ||||||||
| Vice Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| R Alan Hale | ||||||||
| Secretary - Treasurer | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bethany Etheredge | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| G E Peterson | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $582,511 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,929 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| RBC Wealth Management | ||||||
| 550 W Texas Ste 120 | Midland | TX | 79701 | Investment Consultant and Management Services | $745,035 | |
| Mason Investment Advisory Services | ||||||
| 11130 Sunrise Valley Drive | Reston | VA | 20191 | Investment Consultant and Management Services | $140,510 | Suite 2 |
| UBS Financial Services Inc | ||||||
| 1700 West Wall Street | Midland | TX | 79701 | Investment Consultant and Management Services | $200,566 | |
| Wells Fargo Wealth Management | ||||||
| 950 Tower Lane | Foster City | CA | 94404 | Investment Consultant and Management | $118,676 | Suite 1500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $692,488 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $30,359,543 | AllOtherContributionsAmt |
| Noncash Contributions | $10,745,945 | NoncashContributionsAmt |
| Total Contributions | $31,052,031 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fiscal sponsorship fees received | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $30,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,193,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,193,518 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,110,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,110,497 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,405,089 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,727,969 | SecuritiesAmt |
| Other | $4,767 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,677,120 | SecuritiesAmt |
| Other | -$4,767 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,672,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,672,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Other income | 900099 | $3,718 | $0 | $0 | $3,718 |
| Admin fees on non-owned agency funds | 561000 | $72,363 | $0 | $0 | $72,363 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,081 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,134,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,052,449 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,842,419 | TotalAmt |
| Program Services | $18,842,419 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,313 | TotalAmt |
| Program Services | $694,313 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,320 | TotalAmt |
| Program Services | $84,923 | ProgramServicesAmt |
| Management And General | $408,362 | ManagementAndGeneralAmt |
| Fundraising | $45,035 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,725 | TotalAmt |
| Program Services | $230,284 | ProgramServicesAmt |
| Management And General | $405,087 | ManagementAndGeneralAmt |
| Fundraising | $10,354 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,302 | TotalAmt |
| Program Services | $18,795 | ProgramServicesAmt |
| Management And General | $35,472 | ManagementAndGeneralAmt |
| Fundraising | $1,035 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,293 | TotalAmt |
| Program Services | $18,390 | ProgramServicesAmt |
| Management And General | $36,873 | ManagementAndGeneralAmt |
| Fundraising | $3,030 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,266 | TotalAmt |
| Program Services | $21,462 | ProgramServicesAmt |
| Management And General | $48,091 | ManagementAndGeneralAmt |
| Fundraising | $2,713 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,975 | TotalAmt |
| Management And General | $134,975 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,751 | TotalAmt |
| Management And General | $38,732 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,116 | TotalAmt |
| Management And General | $1,166,116 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,086 | TotalAmt |
| Program Services | $4,042 | ProgramServicesAmt |
| Management And General | $875 | ManagementAndGeneralAmt |
| Fundraising | $7,169 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,283 | TotalAmt |
| Program Services | $5,172 | ProgramServicesAmt |
| Management And General | $18,058 | ManagementAndGeneralAmt |
| Fundraising | $1,053 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,756 | TotalAmt |
| Program Services | $39,170 | ProgramServicesAmt |
| Management And General | $52,090 | ManagementAndGeneralAmt |
| Fundraising | $3,496 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,301 | TotalAmt |
| Program Services | $11,759 | ProgramServicesAmt |
| Management And General | $29,558 | ManagementAndGeneralAmt |
| Fundraising | $1,984 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,449 | TotalAmt |
| Program Services | $6,569 | ProgramServicesAmt |
| Management And General | $4,769 | ManagementAndGeneralAmt |
| Fundraising | $1,111 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,940 | TotalAmt |
| Program Services | $42,076 | ProgramServicesAmt |
| Management And General | $105,765 | ManagementAndGeneralAmt |
| Fundraising | $7,099 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,025 | TotalAmt |
| Program Services | $10,494 | ProgramServicesAmt |
| Management And General | $28,760 | ManagementAndGeneralAmt |
| Fundraising | $36,771 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Ad valorem taxes | $56,631 | $0 | $56,631 | $0 |
| Dues and memberships | $19,453 | $2,733 | $15,990 | $730 |
| Event sponsorships | $52,286 | $6,000 | $0 | $46,286 |
| Board of Governors/committees | $8,787 | $0 | $8,787 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,333 | TotalAmt |
| Program Services | $2,557 | ProgramServicesAmt |
| Management And General | $9,704 | ManagementAndGeneralAmt |
| Fundraising | $3,072 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,816,810 | TotalAmt |
| Program Services | $20,041,158 | ProgramServicesAmt |
| Management And General | $2,604,695 | ManagementAndGeneralAmt |
| Fundraising | $170,957 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,141 | BOYAmt |
| EOY | $479,768 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,173,055 | BOYAmt |
| EOY | $3,060,051 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $465,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,215 | BOYAmt |
| EOY | $18,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,757,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $699,380 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,188,926 | BOYAmt |
| EOY | $4,057,773 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,043,456 | BOYAmt |
| EOY | $227,089,749 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,705,042 | BOYAmt |
| EOY | $15,936,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,717,835 | BOYAmt |
| EOY | $251,108,203 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,460 | BOYAmt |
| EOY | $398,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,761,817 | BOYAmt |
| EOY | $7,099,051 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,997,277 | BOYAmt |
| EOY | $7,497,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,689,928 | BOYAmt |
| EOY | $232,217,626 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,030,630 | BOYAmt |
| EOY | $11,393,526 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,720,558 | BOYAmt |
| EOY | $243,611,152 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,717,835 | BOYAmt |
| EOY | $251,108,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,317,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$45,786,034 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $358,958 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,335,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,151,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,556,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,614,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,052,031 | CurrentTaxYearAmt |
| Total | $76,709,531 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,335,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,151,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,556,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,614,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,052,031 | CurrentTaxYearAmt |
| Total | $76,709,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,534,878 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,174,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,275,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,456,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,050,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,366,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,304,015 | CurrentTaxYearAmt |
| Total | $37,453,325 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,081 | CurrentTaxYearAmt |
| Total | $317,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $114,480,462 | TotalSupportAmt |
| Public Support CY170 | 0.58678 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | other income | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,809,310 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,816,810 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $849,434 | CurrentYearMinus3Amt |
| Current Year Minus2 | $742,353 | CurrentYearMinus2Amt |
| Current Year Minus1 | $852,576 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,444,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,166,545 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,114 | CurrentYearMinus1Amt |
| Current Year | $7,500 | CurrentYearAmt |
| Total | $9,614 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $212,359 | CurrentYearMinus3Amt |
| Current Year Minus2 | $185,588 | CurrentYearMinus2Amt |
| Current Year Minus1 | $213,144 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $861,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,291,637 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 75 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 92 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,036,498 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $18,781,121 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $3,345,880 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $9,201,974 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $42,591,622 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $40,386,663 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,856,500 | BeginningYearBalanceAmt |
| Contributions | $19,475,770 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,585,137 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,784,718 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $2,465,204 | AdministrativeExpensesAmt |
| End Year Balance | $195,497,211 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $197,453,275 | BeginningYearBalanceAmt |
| Contributions | $6,848,033 | ContributionsAmt |
| Investment Earnings Or Losses | $24,928,090 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,259,368 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $2,113,530 | AdministrativeExpensesAmt |
| End Year Balance | $220,856,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,459,807 | BeginningYearBalanceAmt |
| Contributions | $1,079,255 | ContributionsAmt |
| Investment Earnings Or Losses | $18,730,888 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,082,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,734,536 | AdministrativeExpensesAmt |
| End Year Balance | $197,453,272 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,783,696 | BeginningYearBalanceAmt |
| Contributions | $15,123,129 | ContributionsAmt |
| Investment Earnings Or Losses | $29,843,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,758,672 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,531,768 | AdministrativeExpensesAmt |
| End Year Balance | $184,459,807 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,765,436 | BeginningYearBalanceAmt |
| Contributions | $22,941,687 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,012,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,597,698 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,313,119 | AdministrativeExpensesAmt |
| End Year Balance | $149,783,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $302,813 | OtherCostOrOtherBasisAmt |
| Book Value | $302,813 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,791,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $442,567 | DepreciationAmt |
| Book Value | $3,348,879 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $341,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $182,363 | DepreciationAmt |
| Book Value | $159,073 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $321,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,450 | DepreciationAmt |
| Book Value | $247,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,057,773 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest in royalty trust | $4,981,543 |
| Beneficial interest in lead trust | $909,596 |
| Bequest receivable | $1,000,000 |
| Beneficial interest in remainder trust | $1,455,070 |
| Beneficial interest in perpetual trust | $47,317 |
| Oil and gas mineral interests | $7,184,621 |
| Cash surrender value of life insurance | $358,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,936,586 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency transactions payable | $15,000 |
| Amount held for agencies | $6,784,051 |
| Refundable advance | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,099,051 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The organization's endowment funds are used to provide grants and scholarships to address changing community needs and enrich the quality of life in the Permian Basin. |
| Schedule D, Part X, Line 2 | The Foundation is exempt from federal income tax under section 501(a) as a Foundation described in section 501(c)(3) of the Internal Revenue Code (the Code), and has been determined not to be a private foundation under section 509(a) of the Code. As a result, income taxes are not included in the Foundation's consolidated financial statements. The Foundation complies with FASB ASC Topic 740, Accounting for Uncertainty in Income Taxes (Topic 740), which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the Foundation's tax positions and concluded that the Foundation has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. With few exceptions, the Foundation is no longer subject to income tax examinations by the U.S. federal tax authorities for years ending before December 31, 2019. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $200,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $200,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | RegionTxt |
| Purpose Of Grant | public affairs | PurposeOfGrantTxt |
| Cash Grant | $200,000 | CashGrantAmt |
| Manner Of Cash Disbursement | wire | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Permian Basin Area Foundation engages NGO Source to perform a successful equivalency determination of any foreign grantee before approving a grant. Upon awarding a grant, follow up reporting by the grantee is required at six month intervals. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (150 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 29 Acres | |||||||||
| 3000 Moseley Road | Cross Roads | TX | 76227 | 275537523 | 501c3 | $10,000 | $0 | Human Services | |
| Addys Hope Adoption Agency | |||||||||
| PO Box 9161 | Midland | TX | 79708 | 201760379 | 501c3 | $20,000 | $0 | Human Services | |
| Agape Counseling Services | |||||||||
| 3500 North A Street Suite 2400 | Midland | TX | 79705 | 452450285 | 501c3 | $50,000 | $0 | Health Mental Health | |
| Alamo Heights Baptist Church | |||||||||
| 1305 N Midland Drive | Midland | TX | 79703 | 751888207 | Church | $10,234 | $0 | Faith Based Ministries | |
| Alpine Christian School | |||||||||
| 1901 Loop Drive | Alpine | TX | 79830 | 113763276 | 501c3 | $100,000 | $0 | Educational | |
| Alpine Humane Society | |||||||||
| PO Box 1464 | Alpine | TX | 79831 | 752070318 | 501c3 | $30,000 | $0 | Animal Services | |
| Alpine Public Library | |||||||||
| 805 West Avenue E | Alpine | TX | 79830 | 741478092 | 501c3 | $100,000 | $0 | Educational | |
| American Red Cross Permian Basin Area Chapter | |||||||||
| 2218 Pershing Drive | Austin | TX | 78723 | 530196605 | 501c3 | $40,000 | $0 | Human Services | |
| Amy Bell Charities Inc | |||||||||
| PO Box 10649 | Midland | TX | 79702 | 862444500 | 501c3 | $12,000 | $0 | Human Services | |
| Aphasia Center of West Texas | |||||||||
| 5214 Thomason Drive | Midland | TX | 79703 | 020618732 | 501c3 | $28,307 | $0 | Health Mental Health | |
| Arise Africa Inc | |||||||||
| 1628 Fairmount Avenue | Fort Worth | TX | 76104 | 272014915 | 501c3 | $45,000 | $0 | X International | |
| Arts Council of Midland | |||||||||
| PO Box 3494 | Midland | TX | 79702 | 751894442 | 501c3 | $30,000 | $0 | Arts and Culture | |
| Ballroom Marfa | |||||||||
| PO Box 1661 | Marfa | TX | 79843 | 200126402 | 501c3 | $10,000 | $0 | Arts and Culture | |
| Baptist Memorials Ministries | |||||||||
| PO Box 5661 | San Angelo | TX | 76902 | 750983837 | 501c3 | $76,572 | $0 | Human Services | |
| Big Bend Conservancy | |||||||||
| PO Box 200 | Big Bend National Park | TX | 79834 | 752670331 | 501c3 | $14,000 | $0 | Environmental | |
| Big Bend Conservation Alliance | |||||||||
| PO Box 1721 | Alpine | TX | 79831 | 473670796 | 501c3 | $20,000 | $0 | Environmental | |
| Big Brothers Big Sisters of the Permian Basin | |||||||||
| 714 W Louisiana | Midland | TX | 79701 | 751791035 | 501c3 | $5,792 | $0 | Community Development | |
| Billy Graham Evangelistic Association | |||||||||
| 1 Billy Graham Parkway | Charlotte | NC | 28201 | 410692230 | 501c3 | $13,415 | $0 | Faith Based Ministries | |
| Borderlands Research Institute for Natural Resource Management | |||||||||
| Sul Ross State University | Alpine | TX | 79832 | 753138496 | 501c3 | $50,000 | $0 | Educational | PO Box C 21 |
| Boys and Girls Club of Odessa | |||||||||
| 800 E 13th Street | Odessa | TX | 79761 | 750990952 | 501c3 | $100,312 | $0 | Youth Development | |
| Boys and Girls Club of The Permian Basin | |||||||||
| 800 E 13th Street | Odessa | TX | 79761 | 461749237 | 501c3 | $60,000 | $0 | Youth Development | |
| Breaking Bread Kitchen | |||||||||
| PO Box 9402 | Midland | TX | 79708 | 752758174 | 501c3 | $75,348 | $0 | Human Services | |
| Bridges for Peace BFP International | |||||||||
| PO Box 410037 | Melbourne | FL | 32941 | 753077433 | 501c3 | $21,681 | $0 | Faith Based Ministries | |
| Brite Divinity School | |||||||||
| TCU Box 298130 | Fort Worth | TX | 76129 | 237121060 | 501c3 | $18,531 | $0 | Educational | |
| Buckner Children and Family Services | |||||||||
| 425 W Pecan | Midland | TX | 79705 | 752571395 | 501c3 | $178,483 | $0 | Human Services | |
| Buffalo Trail Council BSA | |||||||||
| 1101 West Texas Avenue | Midland | TX | 79701 | 750800616 | 501c3 | $58,366 | $0 | Youth Development | |
| Bynum School | |||||||||
| PO Box 80175 | Midland | TX | 79708 | 751932925 | 501c3 | $129,122 | $0 | Educational | |
| Caesar Kleberg Foundation for Wildlife Conservation | |||||||||
| PO Box 1555 | Kingsville | TX | 78364 | 746038766 | 501c3 | $20,000 | $0 | Animal Services | |
| Casa de Amigos | |||||||||
| 1101 E Garden Lane | Midland | TX | 79701 | 751240087 | 501c3 | $7,500 | $0 | Human Services | |
| Catholic Charities Community Services of Odessa | |||||||||
| 2500 Andrews Highway | Odessa | TX | 79761 | 752233859 | 501c3 | $51,399 | $0 | Human Services | |
| CBM Ministries of the Great Southwest | |||||||||
| PO Box 1058 | Edmond | OK | 73083 | 731492684 | 501c3 | $9,270 | $0 | Faith Based Ministries | |
| Centers for Children and Families Inc | |||||||||
| 3701 Andrews Highway | Midland | TX | 79703 | 751005357 | 501c3 | $190,770 | $0 | Health Mental Health | |
| Chinati Foundation | |||||||||
| PO Box 1135 | Marfa | TX | 79843 | 742340423 | 501c3 | $25,000 | $0 | Arts and Culture | |
| Christchurch School | |||||||||
| 49 Seahorse Lane | Christchurch | VA | 23031 | 510236362 | 501c3 | $40,000 | $0 | Educational | |
| Christmas in Action of Midland | |||||||||
| PO Box 3744 | Midland | TX | 79702 | 751731319 | 501c3 | $53,123 | $0 | Human Services | |
| COM Aquatics | |||||||||
| 3003 North A Street | Midland | TX | 79705 | 751254435 | 501c3 | $19,206 | $0 | Health Mental Health | |
| Communities In Schools of the Permian Basin | |||||||||
| PO Box 10532 | Midland | TX | 79702 | 752821486 | 501c3 | $300,000 | $0 | Youth Development | |
| Community Childrens Clinic | |||||||||
| PO Box 3328 | Midland | TX | 79702 | 751875246 | 501c3 | $7,760 | $0 | Community Development | |
| Downtown Leakey Inc | |||||||||
| PO Box 464 | Leakey | TX | 78873 | 473846841 | 501c3 | $100,000 | $0 | Human Services | |
| Family Promise of Midland | |||||||||
| 2908 W Ohio Avenue | Midland | TX | 79701 | 271003573 | 501c3 | $10,531 | $0 | Human Services | |
| Family Promise of Odessa | |||||||||
| PO Box 12781 | Odessa | TX | 79762 | 261828381 | 501c3 | $30,000 | $0 | Human Services | |
| First Christian Church | |||||||||
| 1301 W Louisiana Avenue | Midland | TX | 79701 | 750959993 | 501c3 | $10,531 | $0 | Faith Based Ministries | |
| First Presbyterian Church | |||||||||
| 800 W Texas | Midland | TX | 79701 | 750983832 | 501c3 | $27,557 | $0 | Faith Based Ministries | |
| First United Methodist Church Fort Worth | |||||||||
| 800 West Fifth Street | Fort Worth | TX | 76102 | 750800645 | 501c3 | $10,000 | $0 | Faith Based Ministries | |
| First United Methodist Church Midland | |||||||||
| 300 N Main Street | Midland | TX | 79701 | 750808826 | Church | $20,000 | $0 | Faith Based Ministries | |
| Food Pantry of Jeff Davis | |||||||||
| PO Box 244 | Fort Davis | TX | 79734 | 752875263 | 501c3 | $20,000 | $0 | Human Services | |
| Fort Davis Higher Education Foundation | |||||||||
| PO Box 335 | Fort Davis | TX | 79734 | 061653768 | 501c3 | $20,000 | $0 | Educational | |
| Fort Davis Independent School District | |||||||||
| PO Box 1339 | Fort Davis | TX | 79734 | 746000855 | GOVT | $15,000 | $0 | Educational | 401 W Webster Avenue |
| Friendship House | |||||||||
| PO Box 52621 | Midland | TX | 79710 | 301203255 | 501c3 | $20,000 | $0 | Human Services | |
| Friends of the Jeff Davis County Library | |||||||||
| PO Box 425 | Fort Davis | TX | 79734 | 262817908 | 501c3 | $25,000 | $0 | Educational | |
| George W Bush Foundation | |||||||||
| 2943 SMU Boulevard | Dallas | TX | 75205 | 204119317 | 501c3 | $25,000 | $0 | Arts and Culture | |
| Girl Scouts of the Desert Southwest | |||||||||
| 9700 Girl Scout Way | El Paso | TX | 79924 | 741189693 | 501c3 | $26,929 | $0 | Youth Development | |
| Gladney Center for Adoption | |||||||||
| 6300 John Ryan Drive | Fort Worth | TX | 76132 | 750917409 | 501c3 | $20,000 | $0 | Human Services | |
| Grady ISD | |||||||||
| 3500 FM 829 | Lenorah | TX | 79749 | 756004076 | Govt | $341,213 | $0 | Educational | |
| Grand Companions Humane Society | |||||||||
| PO Box 1156 | Fort Davis | TX | 79734 | 820586174 | 501c3 | $30,000 | $0 | Animal Services | |
| High Sky Childrens Ranch | |||||||||
| 8613 W County Rd 60 | Midland | TX | 79707 | 751155049 | 501c3 | $100,000 | $0 | Human Services | |
| Hillcrest School | |||||||||
| 2800 North A Street | Midland | TX | 79705 | 752468032 | 501c3 | $92,022 | $0 | Educational | |
| Historic Cane Hill Inc | |||||||||
| PO Box 756 | Lincoln | AR | 72744 | 710653475 | 501c3 | $255,000 | $0 | Arts and Culture | |
| Holy Cross Catholic High School | |||||||||
| 4014 North County Road 1160 | Midland | TX | 79705 | 474189121 | 501c3 | $15,000 | $0 | Faith Based Ministries | |
| Howard College at Big Spring | |||||||||
| Student Financial Aid | Big Spring | TX | 79720 | 756001827 | Govt | $5,618 | $0 | Educational | 1001 Birdwell Lane |
| I20 Wildlife Preserve and Jenna Welch Nature Study Center | |||||||||
| PO Box 2906 | Midland | TX | 79702 | 261270576 | 501c3 | $11,038 | $0 | Community Development | |
| Judd Foundation | |||||||||
| 101 Spring Street | New York | NY | 10012 | 742798673 | 501c3 | $15,000 | $0 | Arts and Culture | |
| Junior Achievement of the Permian Basin | |||||||||
| 306 W Wall Suite 827 | Midland | TX | 79701 | 750944915 | 501c3 | $30,000 | $0 | Youth Development | |
| Junior League of Midland Inc | |||||||||
| 902 W Dengar | Midland | TX | 79705 | 751005294 | 501c3 | $61,926 | $0 | Community Development | |
| Kerrville First United Methodist Church | |||||||||
| 321 Thompson Drive | Kerrville | TX | 78028 | 741233799 | Church | $17,000 | $0 | Faith Based Ministries | |
| Leakey ISD | |||||||||
| PO Box 1129 | Leakey | TX | 78873 | 746001593 | Govt | $33,500 | $0 | Educational | |
| Literacy Coalition Of The Permian Basin | |||||||||
| 3500 North A Street Suite 2700 | Midland | TX | 79705 | 871306190 | 501c3 | $210,000 | $0 | Educational | |
| Manor Park | |||||||||
| 2208 N Loop 250 West | Midland | TX | 79707 | 751227882 | 501c3 | $394,000 | $0 | Human Services | |
| Marathon Primary Care Service Inc | |||||||||
| PO Box 477 | Marathon | TX | 79842 | 742751026 | 501c3 | $30,000 | $0 | Health Mental Health | |
| Marathon Public Library | |||||||||
| PO Box 177 | Marathon | TX | 79842 | 463355925 | 501c3 | $25,000 | $0 | Arts and Culture | |
| Marfa Education Foundation | |||||||||
| PO Box 660 | Marfa | TX | 79843 | 274545608 | 501c3 | $30,000 | $0 | Educational | |
| Marfa Live Arts | |||||||||
| PO Box 1365 | Marfa | TX | 79843 | 743011051 | 501c3 | $20,000 | $0 | Arts and Culture | |
| Marfa Public Radio | |||||||||
| PO Box 238 | Marfa | TX | 79843 | 562497864 | 501c3 | $115,250 | $0 | Arts and Culture | |
| Martin County Convent | |||||||||
| PO Box 1435 | Stanton | TX | 79782 | 752284618 | 501c3 | $30,583 | $0 | Arts and Culture | |
| Martin County Historical Museum | |||||||||
| PO Box 929 | Stanton | TX | 79782 | 751574557 | 501c3 | $222,068 | $0 | Arts and Culture | |
| McDonald Observatory | |||||||||
| UT Gifts CO Keary Kinch PO Box 7458 | Austin | TX | 78713 | 746000203 | 501c3 | $25,000 | $0 | Educational | |
| M D Anderson Services Corporation | |||||||||
| PO Box 301439 | Houston | TX | 77230 | 760300816 | 501c3 | $10,000 | $0 | Health Mental Health | |
| Medical Center Health System Foundation | |||||||||
| PO Box 7335 | Odessa | TX | 79760 | 751220726 | 501c3 | $75,000 | $0 | Health Mental Health | |
| Midland Academy Charter School PTO | |||||||||
| 500 N Baird | Midland | TX | 79701 | 831694048 | 501c3 | $10,000 | $0 | Educational | |
| Midland Childrens Rehabilitation Center | |||||||||
| 802 Ventura Avenue | Midland | TX | 79705 | 750912521 | 501c3 | $170,000 | $0 | Health Mental Health | |
| Midland Christian School | |||||||||
| 2001 Culver Drive | Midland | TX | 79705 | 756004672 | 501c3 | $15,000 | $0 | Educational | |
| Midland College Foundation | |||||||||
| 3600 N Garfield | Midland | TX | 79705 | 237315067 | 501c3 | $142,000 | $0 | Educational | |
| Midland Community Theatre | |||||||||
| 2000 W Wadley Ave | Midland | TX | 79705 | 756003774 | 501c3 | $25,000 | $0 | Arts and Culture | |
| Midland County Public Library Foundation | |||||||||
| PO Box 1634 | Midland | TX | 79702 | 460735772 | 501c3 | $7,126 | $0 | Educational | |
| Midland Education Foundation | |||||||||
| 615 W Missouri Avenue Suite 224 | Midland | TX | 79701 | 752330628 | 501c3 | $89,014 | $0 | Educational | |
| Midland Fair Havens | |||||||||
| 2400 Whitmire Blvd Suite 100 | Midland | TX | 79705 | 752627746 | 501c3 | $71,022 | $0 | Human Services | |
| Midland Habitat for Humanity | |||||||||
| PO Box 2555 | Midland | TX | 79702 | 752381356 | 501c3 | $7,781 | $0 | Housing Shelter | |
| Midland Memorial Foundation | |||||||||
| 400 Rosalind Redfern Grover Parkway | Midland | TX | 79701 | 750827455 | 501c3 | $15,164 | $0 | Health Mental Health | |
| Midland Odessa Symphony and Chorale | |||||||||
| PO Box 60658 | Midland | TX | 79711 | 751301544 | 501c3 | $66,738 | $0 | Arts and Culture | |
| Midland Soup Kitchen | |||||||||
| 1401 Orchard Lane | Midland | TX | 79701 | 752360667 | 501c3 | $50,000 | $0 | Human Services | |
| Midland Young Life | |||||||||
| 925 W Wadley | Midland | TX | 79705 | 840385934 | 501c3 | $42,205 | $0 | Youth Development | |
| Mission Agape | |||||||||
| PO Box 3419 | Midland | TX | 79702 | 800850297 | 501c3 | $60,000 | $0 | Human Services | |
| Museum of the Big Bend | |||||||||
| PO Box C 101 | Alpine | TX | 79832 | 746000027 | 501c3 | $310,795 | $0 | Arts and Culture | |
| Museum of the Southwest | |||||||||
| 1705 W Missouri Avenue | Midland | TX | 79701 | 751229711 | 501c3 | $150,000 | $0 | Arts and Culture | |
| Nonprofit Management Center of the Permian Basin | |||||||||
| 3500 North A Street Suite 2300 | Midland | TX | 79705 | 460706163 | 501c3 | $100,000 | $0 | Community Development | |
| Northeast Midland County Volunteer Fire Department | |||||||||
| PO Box 10005 | Midland | TX | 79705 | 752293149 | 501c3 | $15,000 | $0 | Community Development | |
| Odessa Chamber Of Commerce | |||||||||
| PO Box 3626 | Odessa | TX | 79760 | 750469860 | 501c3 | $20,000 | $0 | Community Development | |
| Odessa Christian School | |||||||||
| 2000 Doran Street | Odessa | TX | 79761 | 751231036 | 501c3 | $13,985 | $0 | Educational | |
| Odessa College Foundation | |||||||||
| 201 W University | Odessa | TX | 79764 | 752655037 | 501c3 | $5,633 | $0 | Educational | |
| Odessa Links | |||||||||
| 119 W 4th Street Suite 201 | Odessa | TX | 79761 | 752943130 | 501c3 | $25,000 | $0 | Human Services | |
| Ozona Community Center Inc | |||||||||
| PO Box 41 | Ozona | TX | 76943 | 751897769 | 501c3 | $20,000 | $0 | Community Development | |
| Partners Relief and Development | |||||||||
| PO Box 1992 | Grand Rapids | MI | 49501 | 223786806 | 501c3 | $350,000 | $0 | Human Services | |
| Permian Basin Rehabilitation Center | |||||||||
| 620 N Alleghaney | Odessa | TX | 79761 | 750866501 | 501c3 | $68,611 | $0 | Health Mental Health | |
| Pink the Basin Inc | |||||||||
| PO Box 7406 | Odessa | TX | 79760 | 454966937 | 501c3 | $61,000 | $0 | Health Mental Health | |
| Quality of Place Conservancy | |||||||||
| PO Box 51022 | Midland | TX | 79710 | 872579004 | 501c3 | $8,122,475 | $0 | Community Development | |
| Recording Library of West Texas | |||||||||
| 3500 North A Street Suite 2800 | Midland | TX | 79705 | 237075064 | 501c3 | $42,210 | $0 | Human Services | |
| Reflection Ministries of Texas | |||||||||
| PO Box 52371 | Midland | TX | 79710 | 814378080 | 501c3 | $10,500 | $0 | Human Services | |
| Safe Place of the Permian Basin | |||||||||
| PO Box 11331 | Midland | TX | 79702 | 751657264 | 501c3 | $117,393 | $0 | Human Services | |
| Salvation Army of Big Spring | |||||||||
| 811 W 5th | Big Spring | TX | 79720 | 580660607 | 501c3 | $50,000 | $0 | Community Development | |
| Salvation Army of Midland | |||||||||
| 600 E Wall Street | Midland | TX | 79701 | 580660607 | 501c3 | $53,626 | $0 | Human Services | |
| Samaritan Counseling Center | |||||||||
| PO Box 60312 | Midland | TX | 79711 | 751437991 | 501c3 | $57,000 | $0 | Health Mental Health | |
| San Sabas First Baptist Church | |||||||||
| 1306 E Wallace Street | San Saba | TX | 76877 | 741198297 | Church | $8,000 | $0 | Faith Based Ministries | |
| SCI Foundation | |||||||||
| 4800 West Gates Pass Road | Tucson | AZ | 85745 | 860292099 | 501c3 | $10,000 | $0 | Human Services | |
| Senior Life Midland | |||||||||
| PO Box 80519 | Midland | TX | 79708 | 751899190 | 501c3 | $55,000 | $0 | Human Services | |
| SHARE | |||||||||
| 3500 N A Street Suite 2500 | Midland | TX | 79705 | 262780706 | 501c3 | $10,531 | $0 | Health Mental Health | |
| Sibley Nature Center | |||||||||
| 1307 East Wadley | Midland | TX | 79705 | 201991058 | 501c3 | $8,841 | $0 | Environmental | |
| South Texas Charity Weekend Inc | |||||||||
| Msc 218 700 University Blvd | Kingsville | TX | 78363 | 200802657 | 501c3 | $8,000 | $0 | Educational | |
| Southwest Radio Church of the Air | |||||||||
| 500 Beacon Drive | Oklahoma City | OK | 73127 | 730712306 | 501c3 | $17,862 | $0 | Faith Based Ministries | |
| Spectrum of Solutions | |||||||||
| 2701 North A Street | Midland | TX | 79705 | 751038411 | 501c3 | $20,000 | $0 | Human Services | |
| Stanton ISD | |||||||||
| 200 North College Street | Stanton | TX | 79782 | 756002506 | Govt | $1,315,409 | $0 | Educational | |
| St Johns Episcopal Church | |||||||||
| PO Box 3346 | Odessa | TX | 79760 | 756004798 | Church | $58,400 | $0 | Faith Based Ministries | |
| St Johns Episcopal School | |||||||||
| PO Box 3046 | Odessa | TX | 79760 | 752015719 | 501c3 | $41,085 | $0 | Educational | |
| St Johns School | |||||||||
| 2401 Claremont Lane | Houston | TX | 77019 | 741185668 | 501c3 | $50,000 | $0 | Educational | |
| Sul Ross State University | |||||||||
| Student Financial Aid | Alpine | TX | 79832 | 746000027 | Govt | $12,000 | $0 | Educational | Box C 113 |
| Sunshine House Inc | |||||||||
| 402 E Holland Avenue | Alpine | TX | 79830 | 741989614 | 501c3 | $60,000 | $0 | Human Services | |
| TCU Frog Club | |||||||||
| TCU Box 297140 | Fort Worth | TX | 76129 | 750827465 | 501c3 | $50,000 | $0 | Educational | |
| Teen Challenge of the Permain Basin | |||||||||
| PO Box 251 | Midland | TX | 79702 | 751757538 | 501c3 | $10,531 | $0 | Human Services | |
| Terrell County Independent School District | |||||||||
| PO Box 747 | Sanderson | TX | 79848 | 746002263 | Govt | $35,000 | $0 | Educational | |
| Texas A and M Foundation | |||||||||
| 401 George Bush Drive | College Station | TX | 77840 | 742245072 | 501c3 | $102,500 | $0 | Educational | |
| Texas Tech Foundation | |||||||||
| PO Box 45025 | Lubbock | TX | 79409 | 756043842 | 501c3 | $50,000 | $0 | Educational | |
| Texas Water Trade | |||||||||
| 611 S Congress Avenue Suite 125 | Austin | TX | 78704 | 832740232 | 501c3 | $25,000 | $0 | Environmental | |
| The Association of Former Students | |||||||||
| Texas A and M University | College Station | TX | 77840 | 740490865 | 501c3 | $15,000 | $0 | Educational | 505 George Bush Drive |
| The Life Center | |||||||||
| 2101 W Wall | Midland | TX | 79701 | 751663590 | 501c3 | $37,022 | $0 | Human Services | |
| The Marathon Foundation | |||||||||
| 20742 Stone Oak Parkway | San Antonio | TX | 78258 | 273518399 | 501c3 | $13,251 | $0 | Community Development | Suite 107 |
| The Springboard Center | |||||||||
| 200 Corporate Drive | Midland | TX | 79705 | 752805439 | 501c3 | $14,330 | $0 | Health Mental Health | |
| Trinity School of Midland | |||||||||
| 3500 West Wadley | Midland | TX | 79707 | 750995808 | 501c3 | $45,929 | $0 | Educational | |
| United Way of Midland | |||||||||
| 1209 West Wall | Midland | TX | 79701 | 750945926 | 501c3 | $42,729 | $0 | Community Development | |
| University of Arkansas Foundation | |||||||||
| 535 W Research Center Blvd Ste 120 | Fayetteville | AR | 72701 | 716056774 | 501c3 | $10,000 | $0 | Educational | |
| University of Texas at Austin Cockrell School of Engineering | |||||||||
| Cockrell School of Engineering | Austin | TX | 78712 | 746000203 | 501c3 | $16,500 | $0 | Educational | 2501 Speedway Stop C2108 |
| University of Texas of the Permian Basin | |||||||||
| Office of Institutional Advancement | Odessa | TX | 79762 | 751393493 | Govt | $576,329 | $0 | Educational | 4901 East University Blvd |
| Ward County Greater Works Inc | |||||||||
| PO Box 816 | Monahans | TX | 79756 | 432025340 | 501c3 | $620,000 | $0 | Human Services | |
| Ward County Library | |||||||||
| 409 S Dwight | Monahans | TX | 79756 | 756001193 | 501c3 | $10,000 | $0 | Educational | |
| Western Texas Lions Eye Bank Alliance | |||||||||
| PO Box 2911 | San Angelo | TX | 76905 | 237203051 | 501c3 | $25,000 | $0 | Health Mental Health | |
| West Texas Food Bank | |||||||||
| PO Box 4242 | Odessa | TX | 79760 | 752057692 | 501c3 | $215,169 | $0 | Human Services | |
| West Texas Heritage Holdings | |||||||||
| 3312 Andrews Highway | Midland | TX | 79703 | 271928634 | 501c3 | $25,000 | $0 | Community Development | |
| YMCA of Midland | |||||||||
| PO Box 954 | Midland | TX | 79702 | 750871732 | 501c3 | $11,500 | $0 | Health Mental Health | |
| You Can Free Us Foundation | |||||||||
| PO Box 271596 | Flower Mound | TX | 75027 | 812747446 | 501c3 | $35,000 | $0 | Human Services | |
| Young Life Big Bend | |||||||||
| PO Box 1761 | Marfa | TX | 79843 | 840385934 | 501c3 | $30,000 | $0 | Youth Development | |
| Young Life San Saba | |||||||||
| 11401 Lakeview Circle | Brenham | TX | 77833 | 840385934 | 501c3 | $25,000 | $0 | Faith Based Ministries | |
| Jeff Davis County Treasurer Office | |||||||||
| PO Box 605 | Fort Davis | TX | 79734 | 746003190 | Govt | $75,000 | $0 | Community Development | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 145 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship awards | GrantTypeTxt |
| Recipient | 387 | RecipientCnt |
| Cash Grant | $694,313 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Fair value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Organizations receiving grants from Permian Basin Area Foundation are required to report on the status of their grants within two years of the grant award. A standard form is required from all organizations. Students receiving scholarships from Permian Basin Area Foundation sign a contract agreeing to submit grade reports following every semester in which they receive an award from the Foundation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Guy McCrary | ||||||||||||||
| President and CEO | $278,433 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,760 | $0 | $307,193 | $0 | $0 | $0 |
| Cyndi Vara | ||||||||||||||
| Chief Financial Officer | $174,714 | $0 | $15,515 | $0 | $0 | $0 | $0 | $0 | $40,897 | $0 | $231,126 | $0 | $0 | $0 |
| Sherri Heiting | ||||||||||||||
| Education Programs Officer | $107,849 | $0 | $6,000 | $0 | $0 | $0 | $0 | $0 | $20,272 | $0 | $134,121 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,270,275 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Printer | 2 | $25,670 | Fair value |
| Yes (X) | Estate gift receivable | 1 | $1,000,000 | Fair value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | The organization uses a third party firm to market oil and gas royalties held for sale. The organization also uses a third party firm to sell publicly traded securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The CFO and other accounting staff prepare the Form 990. The independent auditor and CEO review the Form 990; then the Form 990 is reviewed by the Audit Committee of the Board. The Audit Committee recommends approval of the Form 990 by the full Board of Governors. The full Board of Governors is provided with a copy of the Form 990 prior to approval by the Board, and prior to filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Annually, each Board member receives a copy of the Foundation's Conflict of Interest Policy. Each Board member must also sign an acknowledgement certifying their awareness and understanding of the Conflict of Interest Policy. Also, annually each Board member is asked to disclose all of their community and business affiliations to help Foundation staff identify potential conflicts of interest. |
| Form 990, Part VI, Section B, Line 15 | The Foundation has adopted the following policy regarding compensation of the Chief Executive Officer: Executive compensation is approved in advance by the Board of Governors (the Board). No member of the Board participating in the compensation decision shall have a conflict of interest with respect to the compensation transaction being reviewed. The Board will obtain and rely upon appropriate data as to comparability, prior to making its compensation determination. In general, the Board will have obtained appropriate data as to comparability if, given the knowledge and expertise of its members, it has information sufficient to determine whether the compensation arrangement is reasonable. The Board will adequately document the basis for its determination concurrently with making that decision. The documentation will include: 1) the terms of the approved transaction and the date on which the transaction was approved, 2) the members of the Board who were present during determination regarding the approved transaction and the members who voted on the matter under consideration, 3) the comparability data obtained and relied upon by the Board and how that data was obtained, 4) the basis for its determination if the Board determines that a specific compensation arrangement is higher or lower than the range of comparability data obtained, and 5) any actions taken with respect to consideration of the transaction by anyone who is otherwise a member of the Board but who had a conflict of interest with respect to the transaction. The documentation for the decision will be prepared before the latter of the next meeting of the Board or 60 days after the final action is taken. This procedure is completed annually. Each year, the CEO obtains and relies upon various salary surveys, both local and national, to determine that the compensation of the CFO is reasonable. The CEO documents this process in the personnel file for the CFO. |
| Form 990, Part VI, Section C, Line 19 | The Foundation makes its governing documents and Conflicts of Interest Policy available to the public upon request. The Foundation provides its audited financial statements available to the public upon request. The Foundation also includes in the annual report to donors, grantees, vendors, and other interested persons select data from its audited financial statements. |
| Form 990, Part XI, Line 9 | Change in value of life insurance was $9,427; Change in value of split interest agreement was $500,020; Change in value of perpetual trust was ($9,710); Change in value of production royalty was ($140,779). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Texas Heritage Holdings Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Guy McCrary | AddressLine1Txt |
| Address Line2 | 3312 Andrews Highway | AddressLine2Txt |
| City | Midland | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271928634 | EIN |
| Primary Activities | supporting organization | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Public Charity | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| West Texas Heritage Holdings Inc | ||
| c | $164,300 | Cash |
| West Texas Heritage Holdings Inc | ||
| c | $62,279 | Cash |
| West Texas Heritage Holdings Inc | ||
| c | $465,909 | Cash |
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