W A CRISWELL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- W A CRISWELL FOUNDATION INC (EIN 23-7226473)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349109810
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:07:39-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202257536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7557 RAMBLER ROAD SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237226473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA CRISWELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WACR | BusinessNameControlTxt |
| Phone | 9722968290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MCKINNEY AVENUE SUITE 975 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRELL LAFITTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722968290 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARRELL | PersonFirstNm |
| Person Last | LAFITTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D KNUTSON | PreparerPersonNm |
| PTIN | P00542807 | PTIN |
| Phone | 2143460750 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,676,907 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $180,763 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $137,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137,198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $640,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $640,629 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,200 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,200 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,260,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,472,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,260,293 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,165,952 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,152,454 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,387,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,192,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,556 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,556 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,308 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,308 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,435 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,819 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,910 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $209,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,039 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,085 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,226 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $169,483 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $42,371 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $42,371 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $291,016 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,546 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $249,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $899,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $406,109 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,501,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,501,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,400,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,907,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,986,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,808,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,707 | CashBOYAmt |
| Cash EOY | $134,919 | CashEOYAmt |
| Cash EOYFMV | $134,919 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $506,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $787,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $787,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $41,465,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,426,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,426,773 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,327,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,327,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,327,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,327,500 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,924 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,016 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,375,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,676,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,676,907 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,387 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,226 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,183 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,409 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $43,371,114 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $49,642,498 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,371,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,642,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,375,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,676,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,371,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,986,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,337,999 | OtherIncreasesAmt |
| Subtotal | $49,695,542 | SubtotalAmt |
| Other Decreases | $53,044 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,642,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST DALLAS | P | $402,246 | $396,909 | $5,337 | $5,337 |
| FIRST DALLAS | P | $726,017 | $540,808 | $185,209 | $185,209 |
| NORTHERN TRUST | P | $929,482 | $584,626 | $344,856 | $344,856 |
| SCHWAB | P | $20,526 | $18,500 | $2,026 | $2,026 |
| UBS | P | $3,158 | $2,258 | $900 | $900 |
| UBS | P | $297,080 | $327,894 | -$30,814 | -$30,814 |
| BNY MELLON #330 | P | $10,100 | $10,100 | $10,100 | |
| BOK FINANCIAL | P | $2,588,075 | $2,649,723 | -$61,648 | -$61,648 |
| BOK FINANCIAL | P | $1,135,428 | $1,136,177 | -$749 | -$749 |
| BNY MELLON #300 | P | $15,576 | $15,576 | $15,576 | |
| BNY MELLON #320 | P | $195,725 | $195,725 | $195,725 | |
| GUIDESTONE | P | $750,000 | $306,060 | $443,940 | $443,940 |
| UBS - GENESIS ENERGY | P | $3,892 | $3,892 | $3,892 | |
| UBS - GENESIS ENERGY | P | $43,546 | $43,546 | $43,546 | |
| UBS - ENERGY TRANSFER, LP | P | $454 | $454 | $454 | |
| BNY MELLON #300 | P | $92,136 | $92,136 | $92,136 | |
| BNY MELLON #320 | P | $148,594 | $148,594 | $148,594 | |
| SCHWAB | P | $328,040 | $249,464 | $78,576 | $78,576 |
| CAPITAL GAINS DIVIDENDS | P | $782,637 | $782,637 | $782,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,260,293 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $826 | EsPenaltyAmt |
| Tax Due | $30,364 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WACRISWELL.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA CRISWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147403240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MCKINNEY AVENUE SUITE 975 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BLAKE POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BRIAN HERMES | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHRIS LANTRIP | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CURTIS BAKER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DARRELL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| DR DAVID ALLEN | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR JARED WELLMAN | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ED RAWLS | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| GREY STOGNER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JACK POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| LUCRETIA STEWART | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | SECRETARY/TREASURER | 40.00 | $98,556 | $0 | $0 |
| MICHAEL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| PRICE WAGNER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MICHAEL DEAHL | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SCOTT ROBINSON | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LUCRETIA R STEWART | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | SECRETARY/TREASURER | 40.00 | $98,556 | $0 | $0 |
| SAMUEL C HULL | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | DIRECTOR SERMON LIBR | 40.00 | $68,308 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE W.A. CRISWELL SERMON LIBRARY IS HOSTED FROM THE W.A. CRISWELL WEBSITE. THIS SERMON LIBRARY GIVES ACCESS TO DR. CRISWELL'S TEACHINGS AND SERMONS WORLDWIDE. | Description1Txt |
| Expenses1 | $358,809 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,033,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $722,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,327,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,083,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,083,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,437,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,121,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,121,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,938 | TotalTaxAmt |
| Distributable Before Adj | $2,068,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,068,943 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,068,943 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,907,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,907,659 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,068,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,417 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,907,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,826,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $242,701 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CRISWELL COLLEGE | ||||||
| 4010 GASTON AVE | DALLAS | TX | 75246 | PC | SUPPORT COLLEGE OPERATIONS AND SCHOLARSHIPS | $1,130,015 |
| DALLAS LIFE FOUNDATION | ||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | PC | SUPPORT MINISTRY TO THE HOMELESS | $227,406 |
| FIRST BAPTIST ACADEMY | ||||||
| 1704 PATTERSON STREET | DALLAS | TX | 75201 | PC | SUPPORT CHRISTIAN SCHOOL OPERATIONS & SCHOLARSHIPS | $108,522 |
| FIRST BAPTIST CHURCH DALLAS | ||||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | PC | SUPPORT CHURCH OPERATIONS & CHOIR | $23,463 |
| FIRST BAPTIST CHURCH FARMERSVILLE | ||||||
| 124 SOUTH WASHINGTON STREET | FARMERSVILLE | TX | 75442 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $798 |
| KCBI RADIO | ||||||
| 411 RYAN PLAZA DRIVE | ARLINGTON | TX | 76011 | PC | SUPPORT CHRISTIAN RADIO OPERATIONS | $9,962 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | ||||||
| 120 SOUTH WINDGATE STREET | WAKE FOREST | NC | 27587 | PC | SUPPORT CHRISTIAN EDUCATION | $1,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,501,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,198 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $640,629 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,200 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,260,293 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|---|
| BOOK ROYALTIES | $10 | |||
| PARTNERSHIP INVESTMENTS | 15 | $1,031,205 | ||
| UBIT PARTNERSHIP K-1 | $13,488 | 525990 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,498 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,192,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,206,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLAKE AND ANN POGUE | ||||||
| 1 | PHOENIX PROPERTY CO 5950 SHERRY LN | DALLAS | TX | 75225 | $72,500 | Yes (X) |
| JACK BRADY | ||||||
| 2 | 6440 N CENTRAL EXPRESSWAY STE 620 | DALLAS | TX | 75206 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,819 | Amt |
| Net Investment Income | $15,910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,910 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $47,426,773 | EOYBookValueAmt |
| EOYFMV | $47,426,773 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,175 | LegalFeesAmt |
| Net Investment Income | $2,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990PF DEPOSIT | Desc |
| BOY Book Value | $5,016 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK EXPENSE (EXCISE TAX) | $52,938 |
| PENALTIES | $106 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $146,271 | $0 | $146,271 |
| COMPUTER & SOFTWARE | $35,381 | $11,135 | $24,246 |
| INSURANCE | $53,354 | $13,634 | $39,720 |
| OFFICE SUPPLIES | $1,896 | $0 | $1,896 |
| OTHER EXPENSES - SERMON LIBRARY | -$3,200 | $0 | -$3,200 |
| POSTAGE | $697 | $697 | $0 |
| WEB-SITE LIBRARY | $40,322 | $0 | $40,322 |
| TELEPHONE | $14,215 | $0 | $0 |
| INVESTMENT EXPENSES | $2,080 | $2,080 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES NET | $35,349 | $35,349 | $35,349 |
| OTHER INCOME | $549 | $549 | $549 |
| PTP ADJUSTMENT - ORD. | $85,351 | $85,351 | $85,351 |
| BOOK ROYALTIES | $10 | $0 | $10 |
| PARTNERSHIP INVESTMENTS | $1,031,205 | $1,031,205 | $1,031,205 |
| UBIT PARTNERSHIP K-1 | $13,488 | $13,488 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN BROKERAGES | Desc |
| Amt | $4,337,999 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $0 | $43 |
| EXCISE TAX PAYABLE | $0 | $27,140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER & BROKER INVESTMENT FEES | $184,350 | $184,350 | $0 |
| TRANSCRIBERS | $25,039 | $0 | $25,039 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,559 | $2,559 | $0 |
| PROPERTY TAXES | $2,986 | $2,986 | $0 |
| PAYROLL TAXES | $12,765 | $7,540 | $5,226 |
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