M K BROWN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- M K BROWN FOUNDATION INC (EIN 75-6034058)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349101352
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T07:17:03-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833945414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alex Hill CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N Banks St | AddressLine1Txt |
| City | Pampa | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756034058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M K BROWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MKBR | BusinessNameControlTxt |
| Phone | 8066696890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 581 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LELAND W WATERS | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LELAND W | PersonFirstNm |
| Person Last | WATERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEX HILL | PreparerPersonNm |
| PTIN | P02233893 | PTIN |
| Phone | 8066657164 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $133,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,214 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $133,214 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $321,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,823,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $321,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143,758 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $598,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $455,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $133,214 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $8,550 | CompOfcrDirTrstAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,540 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $12,540 | OthEmplSlrsWgsAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,258 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,417 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,417 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $15,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,103 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,103 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,477 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,262 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $4,262 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $62,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,476 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $35,476 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $133,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $76,348 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $394,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $76,348 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $464,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,577 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $5,409,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,009,570 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $1,928,042 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,270,455 | CorporateBondsEOYAmt |
| Other Investments BOY | $15,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,925 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $193,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,625 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $43,678 | LandBOYAmt |
| Land EOY | $142,308 | LandEOYAmt |
| Other Assets BOY | $6,269 | OtherAssetsBOYAmt |
| Other Assets EOY | $527 | OtherAssetsEOYAmt |
| Total Assets BOY | $7,867,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,631,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,251 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $5,958 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $14,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,251 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,852,719 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,623,111 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,852,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,623,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,867,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,631,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,852,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $105,727 | OtherIncreasesAmt |
| Subtotal | $8,163,283 | SubtotalAmt |
| Other Decreases | $1,540,172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,623,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ST | P | 2022-01-01 | 2022-06-30 | $472,351 | $520,701 | -$48,350 | -$48,350 |
| PUBLICLY TRADED SECURITIES LT | P | 2020-01-01 | 2022-06-30 | $1,351,219 | $981,181 | $370,038 | $370,038 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-01-01 | 2022-06-30 | $302 | $302 | $302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $321,990 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$48,350 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,266 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,266 | SubtotalAmt |
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,750 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,750 | TotalPaymentsAndCreditsAmt |
| Overpayment | $484 | OverpaymentAmt |
| Applied To ES Tax | $484 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND WATERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8066696890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 N BANKS ST | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LELAND W WATERS | ||||||
| 1300 S HARRISON APT 1003 | AMARILLO | TX | 79101 | Chairman | 10.00 | $15,000 |
| DOUG CARMICHAEL | ||||||
| 2354 CHESTNUT DR | PAMPA | TX | 79065 | VICE CHMN | 0.00 | $0 |
| JA JOHNSON | ||||||
| 2516 CHESTNUT | PAMPA | TX | 79065 | SEC/TREAS | 0.00 | $0 |
| DIANE WATERS | ||||||
| 1300 S HARRISON APT 1003 | AMARILLO | TX | 79101 | ASST SEC/TREAS | 20.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101583698 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $59,462 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,266 | TotalTaxAmt |
| Distributable Before Adj | $5,266 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,266 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,181 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $260,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $27,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,493 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,181 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $260,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $348,022 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $348,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,678 | ExcessFromYear4Amt |
| Excess From Year3 | $7,348 | ExcessFromYear3Amt |
| Excess From Year2 | $19,322 | ExcessFromYear2Amt |
| Excess From Year1 | $33,493 | ExcessFromYear1Amt |
| Excess From Current Year | $260,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LELAND WATERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 581 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790660581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8066696890 | RecipientPhoneNum |
| Form And Info And Materials | SEE SCHEDULE B | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| 1600 CAMPUS CT | ABILENE | TX | 79601 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| THE AMARILLO SYMPHONY | |||||||
| 301 S POLK ST 700 | AMARILLO | TX | 79101 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| CASA OF THE HIGH PLAINS | |||||||
| 315 N BALLARD ST | PAMPA | TX | 79065 | NONE | PUBLIC | REMODELING | $5,000 |
| TEXAS PLAINS GIRL SCOUTS | |||||||
| 6011 WEST 45TH | AMARILLO | TX | 79109 | NONE | PUBLIC | SPECIFIC FUNDING NEEDS | $15,000 |
| GOLDEN SPREAD COUNCIL BOY SCOUTS | |||||||
| 401 TASCOSA ROAD | AMARILLO | TX | 79124 | NONE | PUBLIC | OPERATING EXPENSES & SEPTIC SYSTEMS | $35,000 |
| MAKE A WISH FOUNDATION | |||||||
| 411 S FILLMORE | AMARILLO | TX | 79101 | NONE | PUBLIC | DIRECT WISH EXPENSES | $5,000 |
| PAMPA CIVIC BALLET | |||||||
| 2005 CHARLES | PAMPA | TX | 79065 | NONE | PUBLIC | PROGRAM PRODUCTION | $1,000 |
| PAMPA MEALS ON WHEELS | |||||||
| 302 E FOSTER AVE | PAMPA | TX | 79065 | NONE | PUBLIC | PROGRAM SUPPORT | $18,000 |
| PAMPA SENIOR CITIZENS | |||||||
| 500 W FRANCIS AVE | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS & EQUIPMENT PURCHASE | $10,000 |
| WOODY GUTHRIE FOLK MUSIC CENTER | |||||||
| 320 S CUYLER | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS | $7,700 |
| ST MATTHEWS EPISCOPAL | |||||||
| 727 W BROWNING | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATION | $8,650 |
| TEXAS TECH UNIVERSITY | |||||||
| 2500 BROADWAY ST | LUBBOCK | TX | 79409 | NONE | PUBLIC | SCHOLARSHIPS | $10,000 |
| THE BRIDGE | |||||||
| 804 QUAIL CREEK DRIVE | AMARILLO | TX | 79124 | NONE | PUBLIC | LOCAL AREA OPERATIONS | $5,000 |
| TRALEE CRISIS CENTER | |||||||
| PO BOX 2880 | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS | $10,000 |
| WEST TEXAS A M UNIVERSITY | |||||||
| 2501 4TH AVE | CANYON | TX | 79016 | NONE | PUBLIC | SCHOLARSHIPS | $22,500 |
| HIGH PLAINS FOOD BANK | |||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | NONE | PUBLIC | RURAL OPERATIONS | $15,000 |
| KANZA SOCIETY INC | |||||||
| 210 N 7TH STREET | GARDEN CITY | KS | 67846 | NONE | PF | PROGRAMMING COSTS | $2,500 |
| PAMPA EDUCATION FOUNDATION | |||||||
| PO BOX 1045 | PAMPA | TX | 79065 | NONE | PUBLIC | SUPPORT FOR PAMPA PUBLIC SCHOOLS | $15,000 |
| ANOTHER CHANCE HOUSE | |||||||
| 209 S JACKSON | AMARILLO | TX | 79101 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| SOUTHSIDE SENIOR CITIZEN CENTER | |||||||
| 438 W CRAWFORD STREET | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS | $2,500 |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 7216 | AUSTIN | TX | 78713 | NONE | PUBLIC | SCHOLARSHIPS | $5,000 |
| GRAY CARES LIVING AT HOME | |||||||
| 511 N HOBART | PAMPA | TX | 79065 | NONE | PUBLIC | OPERATIONS | $5,000 |
| UNIV OF TX AT ARLINGTON | |||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76013 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| SOUTHWESTERN OKLAHOMA STATE UNIVERS | |||||||
| 100 CAMPUS DRIVE | WEATHERFORD | OK | 73096 | NONE | PUBLIC | SCHOLARSHIPS | $2,500 |
| OPPORTUNITY PLAN INC | |||||||
| PO BOX 1035 | CANYON | TX | 79015 | NONE | PUBLIC | SCHOLARSHIP INITIATIVE PROGRAM | $10,000 |
| TEXAS AM UNIVERSITY CORPUS CHRISTI | |||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | NONE | PUBLIC | SCHOLARSHIPS | $5,000 |
| WINDOW ON A WIDER WORLD | |||||||
| 500 S BUCHANAN | AMARILLO | TX | 79105 | NONE | PUBLIC | EDUCATIONAL PROGRAMMING | $10,000 |
| FRANK PHILLIPS COLLEGE | |||||||
| 1301 ROOSEVELT ST | BORGER | TX | 79007 | NONE | PC | SCHOLARSHIPS | -$669 |
| FRIENDS UNIVERSITY | |||||||
| 2100 W UNIVERSITY AVE | WITCHITA | KS | 67213 | NONE | PC | SCHOLARSHIPS | $2,500 |
| HARDIN SIMMONS UNIVERSITY | |||||||
| 2200 HICKORY ST | ABILENE | TX | 79601 | NONE | PC | SCHOLARSHIP | $2,500 |
| KIDS INCORPORATED | |||||||
| 2201 E 27TH AVE | AMARILLO | TX | 79103 | NONE | PC | OPERATIONS | $5,000 |
| MCLEAN ALANREED AREA MUSEUM | |||||||
| PO BOX 354 | MCLEAN | TX | 79057 | NONE | PC | OPERATIONS | $8,000 |
| ORAL ROBERTS UNIVERSITY | |||||||
| 7777 SOUTH LEWIS AVE | TULSA | OK | 74171 | NONE | PC | SCHOLARSHIP | $2,500 |
| TEXAS PANHANDLE HERITAGE FOUNDATION | |||||||
| 1514 5TH AVE | CANYON | TX | 79015 | NONE | PC | OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,181 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $133,214 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $321,990 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $143,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $143,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $455,204 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $598,962 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| $3,007 | $1,714 | $1,714 | $0 |
| $8,251 | $4,703 | $4,703 | $0 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT FEES FOR MANAGING INVESTMENT ACCOUNTS. | ExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $808 | $808 | |
| Machinery and Equipment | $410 | $410 | |
| Improvements | $1,111 | $1,111 | |
| Miscellaneous | $191,604 | $49,296 | $142,308 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|
| PREPAID TAXES | $484 | |
| RECEIVABLES | $43 | $6,269 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $5,266 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $70 | $40 | $40 |
| DUES/SUBS | $853 | $486 | $486 |
| INSURANCE | $750 | $427 | $428 |
| INVESTMENT FEES | $59,462 | $33,893 | $33,894 |
| MEALS | $130 | $74 | $74 |
| OIL AND GAS | $122 | $70 | $69 |
| SUPPLIES | $852 | $486 | $485 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $143,758 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN APPRAISAL VALUES | $98,630 |
| NON DIVIDEND DISTRIBUTIONS | $7,097 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $695 | $396 | $396 |
| PAYROLL | $2,886 | $1,645 | $1,645 |
| PRODUCTION | $8,612 | $4,909 | $4,909 |
| PROPERTY | $3,777 | $2,153 | $2,153 |
Comments