2023-09-19T20:24:28-05:00 2022-12-31 750706311 Freemon Shapard & Story 807 8th Street Suite 200 Wichita Falls TX 763013381 990PF 2022-01-01 751247407 Perkins-Prothro Foundation PERK 9406917770 2304 Midwestern Parkway 200 Wichita Falls TX 76308 Mark H Prothro Treasurer 9406917770 2023-09-01 Mark Prothro 999009999 0 Mac Cannedy P00123468 9403224436 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 30322420 X 9182 100622 100622 427117 427117 1516281 6681247 1516281 863833 863833 2917035 2907853 70000 35000 35000 99670 49835 49835 169682 169682 0 148759 27756 1836 17 17 6985 6554 0 495113 288844 86671 2429153 2429153 2924266 288844 2515824 -7231 2619009 -1 -1 1147369 914539 914539 47194 40814 47194 47194 12357118 12820426 24037520 3799509 3568342 3259175 43 43 43 43 112521 99600 2063950 17457374 17450143 30322420 0 0 X 0 0 8832897 8825666 8624477 8624477 17457374 17450143 17457374 17450143 17457374 -7231 0 17450143 0 17450143 Publicly Traded Securities-Merrill Lynch P 1423675 354566 1069109 1069109 Publicly Traded Securities-UBS Accounts P 5256543 4810400 446143 446143 Capital Gains Dividends P 1029 1029 1029 1516281 36404 0 36404 0 36404 41030 0 0 0 41030 0 4626 4626 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Mark H Prothro Treasurer 9406917770 2304 Midwestern Parkway Suite 200 Wichita Falls TX 76308 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kathryn P Yeager 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 President 40.00 48000 0 0 Mark H Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 V-President/Treasurer 10.00 0 0 0 K Elizabeth Yeager 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 V-President/Secretary 10.00 16000 0 0 Charlotte P Philbin 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 6000 0 0 David H Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 0 0 0 NONE 0 UBS Financial Services 100 Crescent Court Suite 400 Dallas TX 75201 Investment Fees 115144 Fayez Sarofim & Co Two Houston Center Suite 2907 Houston TX 77010 Investment Fees 54538 0 0 30508145 1049150 2063949 33621244 0 0 33621244 504319 33116925 1655846 1655846 36404 36404 1619442 0 1619442 0 1619442 2515824 0 2515824 1619442 0 0 403559 357751 1021821 1200298 2983429 2515824 0 0 0 1619442 896382 0 0 3879811 0 0 0 0 0 0 403559 3476252 357751 1021821 1200298 896382 Kathryn P Yeager Mark H Prothro X Alf Engen Ski Museum Foundation PO Box 980187 Park City UT 84098 501(c)(3) Contribution 100 American Cancer Society 2438 Industrial Blvd 143 Abilene TX 79605 501(c)(3) Golden Baron's Table 1666 Art from the Street PO Box 202742 Austin TX 78720 501(c)(3) Contribution 5000 Arts Council Wichita Falls Area Inc 1300 Lamar Wichita Falls TX 76301 501(c)(3) Contribution & Membership 250 Arts Council Wichita Falls Area Inc 1300 Lamar Wichita Falls TX 76301 501(c)(3) Operating Budget 1500 Arts Council Wichita Falls Area Inc 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) 2023 Home & Garden Festival 12500 AT&T Performing Arts Center 700 N Pearl Street Suite N 1800 Dallas TX 75201 501(c)(3) Annual Support 11400 AT&T Performing Arts Center 700 N Pearl Street Suite N 1800 Dallas TX 75201 501(c)(3) Debbie Storey Fund 5000 Backdoor Theatre PO Box 896 Wichita Falls TX 76307 501(c)(3) Operating Budget 1500 Backdoor Theatre PO Box 896 Wichita Falls TX 76307 501(c)(3) Texoma Gives 250 Balloon Federation of America P O Box 400 Indianola IA 50125 501(c)(3) BFA Camp Program-Vernal UT 500 Baylor Health Care System 3600 Gaston Suite 100 Dallas TX 75246 501(c)(3) Annual Gift 10000 Baylor Scott White Dallas Foundation 301 N Washington Ave Dallas TX 75245 501(c)(3) Gift of Life Fund in honor of Gene Jones 2500 Big Brothers Big Sisters Wichita County 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 50 Boys and Girls Club of Wichita Falls 1318 6th Street Wichita Falls TX 76301 501(c)(3) Operating Budget 1500 Brother Bill's Helping Hand PO Box 565846 Dallas TX 75356 501(c)(3) In Honor of Caren Prothro 2000 Cal-Earth Inc PO Box 2575 Mission Viego CA 92690 501(c)(3) General Operations & Programming 8000 Camelot Therapeutic Horsemanship 23623 North Scottsdale Rd D3-259 Scottsdale AZ 85255 501(c)(3) Contribution 1000 CASA - NH 138 Coolidge Ave Manchester NH 03102 501(c)(3) Open Contribution 13330 CASA Travis County 7600 Chevy Chase Dr Austin TX 78752 501(c)(3) Contribution 4000 Cornerstone Community Partnerships PO Box 2341 Santa Fe NM 87504 501(c)(3) Annual Support 500 Crystal Charity Ball 3838 Oak Lawn Avenue Suite L150 Dallas TX 75219 501(c)(3) Open Contribution 533 Dalhart Volunteer Fire Department 110 Denrock Ave Dalhart TX 79022 501(c)(3) Contribution 10000 Dallas Opera 2403 Flora St Suite 500 Dallas TX 75201 501(c)(3) Inner Circle & Board Challenge 2500 Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 501(c)(3) Farnum Center 6665 Educational Opportunities 3419 Westminister Ave 218 Dallas TX 75205 501(c)(3) Student Scholars 1000 Educational Opportunities 3419 Westminister Ave 218 Dallas TX 75205 501(c)(3) Contribution 4000 Emancipet 7010 Easy Wind Dr Austin TX 78752 501(c)(3) Contribution 5000 Environmental Learning Center 255 Live Oak Dr Vero Beach FL 32963 501(c)(3) Contribution 6665 Episcopal School of Dallas 4100 Merrell Road Dallas TX 75229 501(c)(3) Where needed most 1500 Faith Mission PO Box 965 Wichita Falls TX 76307 501(c)(3) Decorator Show House 450 First United Methodist Church P O Box 2125 Wichita Falls TX 76307 501(c)(3) 2022 Budget 37000 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) TV Ministry in memory of Steve Deal 100 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) Operating Needs 500 First United Methodist Church P O Box 2125 Wichita Falls TX 76307 501(c)(3) 2023 Partial Budget 15000 Frank Buck Zoological Society PO Box 621 Gainesville TX 76341 501(c)(3) Open Contribution 250 Friends of Fair Park 1121 First Ave Dallas TX 75210 501(c)(3) Spirit of Centennial Award 1000 Friends of Hospice 4909 Johnson Road Wichita Falls TX 76308 501(c)(3) 2022 Golf Tournament 8400 Friends of Incontri In Terra Di Siena 4240 Lost Hills Road Unit 106 Calabasas CA 91301 501(c)(3) Music Festival 3000 Georgia O'Keefe Museum 217 Johnson Street Santa Fe NM 87501 501(c)(3) Annual Support 2500 Greater Dallas Youth Orchestra 3630 Harry Hines Blvd Dallas TX 75219 501(c)(3) 50th Anniversary Celebration 2000 Hands to Hands Community Fund PO Box 4641 Wichita Falls TX 76308 501(c)(3) Contribution 250 Hands to Hands Community Fund PO Box 4641 Wichita Falls TX 76308 501(c)(3) 2022-23 Funding year 12500 Hibiscus Children's Center PO Box 1406 Jensen Beach FL 34958 501(c)(3) Open Contribution 3330 Highland Park Education Foundation 4201 Grassmere Lane Dallas TX 75205 501(c)(3) Mad for Plaid 6666 Highland Park Education Foundation 4201 Grassmere Lane Dallas TX 75205 501(c)(3) Endowment 36000 Highland Park United Methodist Church 3300 Mockingbird Lane Dallas TX 75205 501(c)(3) Church function and mission 2000 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76308 501(c)(3) In memory of Dorothy Denman 25 Hospice of Wichita Falls 4509 Johnson Road Wichita Falls TX 76310 501(c)(3) Tree of Lights 550 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76308 501(c)(3) In memory of Carol Allred 550 Indian River State College GFDN 3209 Virginia Ave Fort Pierce FL 34981 501(c)(3) Open Contribution 10000 Kell House Heritage Center 900 Bluff St Wichita Falls TX 76301 501(c)(3) Contribution 1650 Kimball Art Center PO Box 1478 Park City UT 84060 501(c)(3) Contribution 250 Lumin Education 924 Wayne Street Dallas TX 75223 501(c)(3) Annual Gift 2000 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) WFMA - Memory of Juanita Harvey 250 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) President's Excellence Circle 21500 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Fantasy of Lights 100 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Annual Fund 3000 Mobile Loaves and Fishes 9301 Hog Eye Rd Suite 950 Austin TX 78724 501(c)(3) Contribution 2000 MSU Museum of Art 3410 Taft Blvd Wichita Falls TX 76308 501(c)(3) Operating Budget 1500 Museum of North Texas History PO Box 1619 Wichita Falls TX 76307 501(c)(3) Contribution 400 Nasher Sculpture Center 2001 Flora Street Dallas TX 75201 501(c)(3) Supporter Level, 2023 Nasher Prize 4000 New Friends New Life PO Box 192378 Dallas TX 75219 501(c)(3) Chrysalis Sponsor 2500 Nomi Network 3026 Mockingbird 102 Dallas TX 75205 501(c)(3) Program w/Letot Residential Ctr 5000 North Texas Food Bank 3677 Mapleshad Ln Plano TX 75075 501(c)(3) Annual Gift 385 North Texas Rehab Center 1005 Midwestern Pkwy Wichita Falls TX 76302 501(c)(3) Contribution 5000 Park City Historical Society PO Box 555 Park City UT 84060 501(c)(3) Contribution 375 Presbyterian Manor 4600 Taft Blvd Wichita Falls TX 76308 501(c)(3) Good Samaritan Fund 1550 Quail Valley Charities 2345 Highway A1A Vero Beach FL 33963 501(c)(3) Open Contribution 6666 River Bend Nature Center PO Box 3674 Wichita Falls TX 76301 501(c)(3) Operating Budget 1500 River Bend Nature Center 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 250 Ronald McDonald House of Dallas 4707 Bengal Street Dallas TX 75235 501(c)(3) House and Trains 200 SM Wright Foundation 9213 Sovereign Row Dallas TX 75247 501(c)(3) Chrismas in the Park in honor of Nita Clark 2000 SM Wright Foundation 9213 Sovereign Row Dallas TX 75247 501(c)(3) Christmas in the Park 1000 Saint Louise House PO Box 150637 Austin TX 78715 501(c)(3) Contribution 6000 Salesmanship Club Charitable Golf of Dallas 106 E 10th Street Suite 200 Dallas TX 75203 501(c)(3) J. Erik Johnson School & counseling 8000 Salvation Army - Dallas 8787 Stemmons Frwy Dallas TX 75247 501(c)(3) Annual Luncheon 2022-donation only 2000 Santa Fe Opera PO Box 2408 Santa Fe NM 87504 501(c)(3) Annual Support 2500 Sheppard Military Affairs Committee 900 8th Street Suite 617 Wichita Falls TX 76307 501(c)(3) Contribution 3333 SM Wright Foundation 9213 Sovereign Row Dallas TX 75247 501(c)(3) Annual Development Support 7500 SMU Mustang Club P O Box 750315 Dallas TX 75275 501(c)(3) Mustang Club 1600 SMU-Perkins School of Theology P O Box 750133 Dallas TX 75275 501(c)(3) Perkins Scholarship Luncheon 6666 Southern Methodist University PO Box 750402 Dallas TX 75275 501(c)(3) Taos 2500 Southern Methodist University PO Box 750133 Dallas TX 75275 501(c)(3) Perkins Scholarship 4650 Southern Methodist University PO Box 750402 Dallas TX 75275 501(c)(3) Perkins Chapel Organ 40000 Southern Methodist University PO Box 750402 Dallas TX 75275 501(c)(3) Brad Cheves Scholarship Fund 10000 Southern Methodist University PO Box 750235 Dallas TX 75275 501(c)(3) Albert Schweitzer Fellowship 2500 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) Southwestern Experience 400 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) Unrestricted annual support 10000 Southwestern University PO Box 771 Georgetown TX 78628 501(c)(3) Scholarships 10000 Southwestern University 1001 East University Ave Georgetown TX 78626 501(c)(3) 4th & Final Installments 200000 St Luke's United Methodist Church 3011 West Kansas Midland TX 79701 501(c)(3) Music Ministry-Mem/Carol Hall 500 St Mark's School of Texas 10600 Preston Rd Dallas TX 75230 501(c)(3) Contribution 200 St Michael and All Angels Episcopal Church 8011 Douglas Ave Dallas TX 75225 501(c)(3) Contribution 22000 Straight Street 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 100 Straight Street PO Box 1684 Wichita Falls TX 76301 501(c)(3) General Fund 3000 Sweet Briar College PO Box G Sweet Briar VA 24595 501(c)(3) Annual Fund 1000 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 501(c)(3) General Fund 20000 TACA 1722 Routh Street Ste 115 Dallas TX 75201 501(c)(3) 2022 Silver Cup Award Luncheon 2000 Texas Tech Foundation PO Box 45025 Lubbock TX 79409 501(c)(3) TCVPA Dean's Excellence Fund 5000 Texas Wesleyan University 1201 Wesleyan Ft Worth TX 76105 501(c)(3) Annual Fund 1000 The Arts Magnet Advisory Board PO box 192648 Austin TX 75219 501(c)(3) Contribution 4000 The Cure Starts Now Foundation 10280 Chester Road Cincinnati OH 45215 501(c)(3) Contribution 6666 The Salvation Army Wichita Falls 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 250 Trinity University One Trinity Place San Antonio TX 78212 501(c)(3) University support 2134 United Regional Foundation 1600 11th Street Wichita Falls TX 76301 501(c)(3) Children's Miracle Network 1500 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 501(c)(3) Tocqueville Society Membership 6666 Uplift Education 3000 Pegasus Drive Dallas TX 75247 501(c)(3) Contribution 3333 US Speedskating 5662 S Cougar Lane Salt Lake City UT 84118 501(c)(3) Contribution 1500 Utah Symphony and Opera 123 West South Temple Park City UT 84101 501(c)(3) Deer Valley Music Festival 15000 Utah Symphony and Opera 123 West South Temple Park City UT 84101 501(c)(3) Deer Valley Music Festival - partial 2023 15000 Visiting Nurse Association 1420 Mockingbird Lane Ste 700 Dallas TX 75247 501(c)(3) Celebrity Chef Luncheon 6666 Visiting Nurse Association & Hospice 1110 35th Lane Vero Beach FL 32960 501(c)(3) Golf-a-thon 1333 Wake Forest University PO Box 7227 WinstonSalem NC 27109 501(c)(3) Contribution 5000 Wichita Falls Area Community Foundation 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) WF Area Volunteer Fire Dept 30000 Wichita Falls Area Food Bank PO Box 623 Wichita Falls TX 76307 501(c)(3) Operating Budget 7500 Wichita Falls Area Food Bank 1230 Midwestern Pkwy Wichita Falls TX 76302 501(c)(3) Operating Budget 1500 Wichita Falls ISD Foundation 1104 Broad Street Wichita Falls TX 76301 501(c)(3) Partial 2nd Installment of Pledge 500000 Wichita Falls ISD Foundation 1104 Broad Street Wichita Falls TX 76301 501(c)(3) 2nd Installment 2022 500000 Wichita Falls ISD Foundation 1104 Broad Street Wichita Falls TX 76301 501(c)(3) partial 2023 contribution 500000 Wichita Falls Museum of Art 3410 Taft Blvd Wichita Falls TX 76308 501(c)(3) Contribution 250 Wichita Falls Symphony League PO Box 1257 Wichita Falls TX 76307 501(c)(3) Annual Budget 1500 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 501(c)(3) Annual Fund 58800 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 501(c)(3) 75th Anniversary Season 20000 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 501(c)(3) Jon Nakamatsu Sponsor 11700 Wichita Falls Symphony Orchestra 1300 Lamar Street Wichita Falls TX 76301 501(c)(3) partial 2023 contribution 15000 Wichita Falls Youth Symphony 1300 Lamar Wichita Falls TX 76301 501(c)(3) Budget Extra 3000 Wichita Falls Youth Symphony 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 500 Wild Bird Rescue 2405 Kell Blvd Suite 100 Wichita Falls TX 76301 501(c)(3) Texoma Gives 100 Wofford College 429 North Church Street Spartanburg SC 29303 501(c)(3) James Patrick Prothro Scholarship 1000 Women and Their Work 1311 E Cesar Chavez St Austin TX 78702 501(c)(3) Eye of the Dog Art Center 6000 Woodall Rogers Park Foundation 1909 Woodall Rodgers Frwy Dallas TX 75201 501(c)(3) Klyde Warren Park 1000 Yale University Art Gallery PO Box 208271 New Haven CT 06520 501(c)(3) Contribution 1000 YMCA of Wichita Falls 1010 9th Street Wichita Falls TX 76301 501(c)(3) Operating Budget 3000 Young Life PO Box 520 Colorado Springs CO 80901 501(c)(3) Contribuion 250 2429153 0 14 100622 14 427117 15 863833 14 1516281 0 2907853 0 2907853 0 0 0 0 0 0 0 0 0 0 X X 1 Joe N Prothro 2304 Midwestern Parkway Suite 200 Wichita Falls TX 76308 9182 X 1 700 Shs Abbott Labs 78386 2022-08-16 Accounting Fees - Freemon, Shapard & Story (Audit & Accounting Service) 15000 7500 7500 Accounting Fees - Perkins Prothro Co.(Accounting & Bookkeeping) 84670 42335 42335 UBS Corp Bonds & Notes-Acct 3A09378 3568342 3259175 ML Corporate Stocks 4881199 13732980 UBS Corp Stocks-Acct 3A07394 1421615 1825793 UBS Corp Stocks-Acct 3A09379 1327879 1674779 UBS Corp Stocks-Acct 3A09380 1225878 1428435 UBS Corp Stocks-Acct 3A14483 772179 1334542 UBS Corp Stocks-Acct 3A14484 2601071 3500837 UBS Corp Stocks-Acct 3A14485 590605 540154 Mineral Investments - Producing AT COST 309 397678 Mineral Investments - Non-Producing AT COST 3294 3294 Partnership Interest - Prothro Investments AT COST 19617 983670 UBS Partnership Invest-Acct 3A14483 AT COST 76380 679308 Other Expenses - Royalties 3746 3746 0 Miscellaneous Expenses 3132 2808 0 Non deductible expenses 107 0 0 Oil & Gas Royalties 199237 199237 199237 Oil & Gas Royalties - Partnership K-1'S 640463 640463 640463 Partnerships - K-1's 23695 23695 23695 Miscellaneous Income 438 438 438 Other Professional Fees - Fayez Sarofim & Co. (Investment Mgmt.) 54538 54538 0 Other Professional Fees - UBS Financial Serv Fees (Investment Mgmt.) 115144 115144 0 Foreign Tax Expense 9624 9624 0 Ad Valorem 7179 7179 0 Federal Excise & Misc. Taxes 51320 0 0 Gross Production Tax 9117 9117 0 Payroll Taxes 3672 1836 1836 Gross Production Tax-Partnerships 67847 0 0