BETA

PAUL AND KATHERINE MORROW FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PAUL AND KATHERINE MORROW FAMILY FOUNDATION (EIN 45-3981868)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349103886
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:55:25-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17100 E TEXAS HIGHWAY 191 STE 400AddressLine1Txt
CityODESSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP79765ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453981868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND KATHERINE MORROW FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone4324259114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MORROWPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4324259114PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastMORROWPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPEGGY DEANPreparerPersonNm
PTINP01244205PTIN
Phone4323623800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,845,145FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,398DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,398DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$112,072NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,584,580GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$35,136OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$35,136OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$63,538TotalRevAndExpnssAmt
Total Net Invst Incm$48,534TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,295OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,229OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,229OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,524TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$181,739ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$181,739ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,229TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,739TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$251,801ExcessRevenueOverExpensesAmt
Net Investment Income$46,305NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,476,278CashBOYAmt
Cash EOY$1,331,105CashEOYAmt
Cash EOYFMV$1,331,105CashEOYFMVAmt
Sav And Temp Cash Invst BOY$914,160SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,241,854SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,241,854SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$654,432USGovernmentObligationsBOYAmt
US Government Obligations EOY$225,836USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$227,072USGovtObligationsEOYFMVAmt
Other Assets BOY$1,352,928OtherAssetsBOYAmt
Other Assets EOY$1,347,202OtherAssetsEOYAmt
Other Assets EOYFMV$1,045,114OtherAssetsEOYFMVAmt
Total Assets BOY$4,397,798TotalAssetsBOYAmt
Total Assets EOY$4,145,997TotalAssetsEOYAmt
Total Assets EOYFMV$3,845,145TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,397,798RetainedEarningBOYAmt
Retained Earning EOY$4,145,997RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,397,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,145,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,397,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,145,997TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,397,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$251,801ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,145,997SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,145,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
S&P 500 DEPOSITORY RECEIPTP2020-02-052020-02-24$421,770$432,592-$10,822-$10,822
SPDR DOW JONES INDL AVERAGE EP2020-02-052020-04-01$551,793$658,975-$107,182-$107,182
SPDR DOW JONES INDL AVERAGE EP2020-06-132020-04-03$171$177-$6-$6
S&P 500 DEPOSITORY RECEIPTP2020-04-092020-05-13$432,607$428,222$4,385$4,385
SPDR SER TR LEHMAN HIGH YIELDP2020-04-092020-05-13$418,006$433,459-$15,453-$15,453
SPDR SER TR LEHMAN HIGH YIELDP2020-05-072020-05-15$64$64$0$0
S&P 500 DEPOSITORY RECEIPTP2020-07-062020-08-14$451,686$424,754$26,932$26,932
S&P 500 DEPOSITORY RECEIPTP2020-10-052020-10-28$432,723$446,542-$13,819-$13,819
SPDR SER TR LEHMAN HIGH YIELDP2020-07-062020-08-14$434,705$426,807$7,898$7,898
SPDR SER TR LEHMAN HIGH YIELDP2020-08-072020-08-18$24$24$0$0
SPDR SER TR LEHMAN HIGH YIELDP2020-10-052020-10-28$441,031$445,036-$4,005-$4,005
FieldValueIRS element (for citing)
Capital Gain Net Income-$112,072CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$644InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$644SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$644TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,135EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,135TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,491OverpaymentAmt
Applied To ES Tax$1,491AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFEI HOLLYIndividualWithBooksNm
Phone4324002233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL MORROW
PO BOX 61447MIDLANDTX79711DIRECTOR0.00$0$0$0
KATHERINE MORROW
PO BOX 61447MIDLANDTX79711DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS AND OTHER DISTRIBUTIONS MADE DIRECTLY TO VARIOUS ORGANIZATIONS THAT HAVE BEEN DEEMED COMPATIBLE WITH, AND WOULD HELP FURTHER, THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSE.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$485,035AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,481,699AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,047,977FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,014,711TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,014,711AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,221CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,954,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$197,725MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$197,725MinimumInvestmentReturnAmt
Tax Based On Investment Income$644TaxBasedOnInvestmentIncomeAmt
Total Tax$644TotalTaxAmt
Distributable Before Adj$197,081DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$197,081DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$197,081DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,739ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$181,739QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$181,739AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$197,081DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$106,939ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$143,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$149,467ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$317,381ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99,244ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$816,818TotalExcessDistributionCyovAmt
Qualifying Distributions$181,739QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$181,739AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$15,342ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,342ExcessDistributionCyovAppCYAmt
Total Corpus$801,476TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$91,597ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$709,879ExcessDistriCyovToNextYrAmt
Excess From Year4$143,787ExcessFromYear4Amt
Excess From Year3$149,467ExcessFromYear3Amt
Excess From Year2$317,381ExcessFromYear2Amt
Excess From Year1$99,244ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902501C3OPERATIONS$10,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703501C3OPERATIONS$4,000
BIG BROS BIG SIS OF MIDLAND
1007 W TEXAS AVEMIDLANDTX79701501C3OPERATIONS$4,500
BOYS & GIRLS CLUB OF MIDLAND
PO BOX 284MIDLANDTX79702501C3OPERATIONS$5,739
BYNUM SCHOOL
8404 W COUNTY RD 60MIDLANDTX79707501C3OPERATIONS$4,500
CENTERS FOR CHILDREN & FAMILIES
1004 N BIG SPRING ST STEMIDLANDTX79701501C3OPERATIONS$4,500
COMMUNITIES IN SCHOOLS OFTHE PERMIA
PO BOX 10532MIDLANDTX79702501C3OPERATIONS$4,500
HIGH SKY CHILDRENS RANCH
8701 W CO RD 60MIDLANDTX79707501C3OPERATIONS$4,000
HILLCREST SCHOOL
3510 N A ST CMIDLANDTX79705501C3OPERATIONS$10,000
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20037501C3OPERATIONS$17,500
MARC INC
2701 NORTH A STREETMIDLANDTX79705501C3OPERATIONS$12,500
MIDLAND CHILDRENS REHAB CTR
802 VENTURA AVEMIDLANDTX79705501C3OPERATIONS$4,500
MIDLAND COLLEGE FOUNDATION
3600 N GARFIELDMIDLANDTX79705501C3OPERATIONS$4,000
MIDLAND COMMUNITY THEATRE
2000 W WADLEYMIDLANDTX79705501C3OPERATIONS$4,000
MIDLAND COUNTY PUBLIC LIBRARY FOUND
PO BOX 1634MIDLANDTX79702501C3OPERATIONS$2,000
MIDLAND MONTESSORI SCHOOL INC
1011 AUSTIN TXMIDLANDTX79703501C3OPERATIONS$5,000
MISSION AGAPE
PO BOX 3419MIDLANDTX79702501C3OPERATIONS$4,500
MUSEUM OF THE SOUTHWEST
1705 W MISSOURI AVEMIDLANDTX79701501C3OPERATIONS$4,500
NONPROFIT MANAGEMENT CENTER
3500 NORTH A ST 2300MIDLANDTX79705501C3OPERATIONS$4,000
OPERATION ENDURING SUPPORT
5900 DEEP SPRING COVEAUSTINTX78730501C3OPERATIONS$4,500
PERMIAN BASIN REHAB CENTER
620 N ALLEGHANEYODESSATX79761501C3OPERATIONS$4,500
SHARE
3500 NORTH A STMIDLANDTX79705501C3OPERATIONS$4,500
THE CRISIS CENTER
910 S GRANT ST STE BODESSATX79761501C3OPERATIONS$4,500
WEST TEXAS FOOD BANK
411 S PAGEWOOD AVEODESSATX79761501C3OPERATIONS$10,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037501C3OPERATIONS$2,500
THE DOMINICAN DEVELOPMENT GROUP
PO BOX 272261TAMPAFL33688501C3OPERATIONS$4,500
FAMILY BUILDERS
1900 EMBARCADERO STE 303OAKLANDCA94606501C3OPERATIONS$5,000
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY STE 300IRVINECA92618501C3OPERATIONS$10,000
MISSION CENTER ADULT DAY SERVICES
3500 NORTH A ST STE 1300MIDLANDTX79705501C3OPERATIONS$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105501C3OPERATIONS$2,500
THE ATTIC FOSTER NETWORK
PO BOX 8022MIDLANDTX79708501C3OPERATIONS$5,000
THE BLUE BENCH
PO BOX 18951DENVERCO80218501C3OPERATIONS$2,500
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069501C3OPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$181,739TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,398ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$35,136ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$112,072ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$63,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$63,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$225,836USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$227,072USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT SILVER COINS$1,005,648$1,005,648$703,560
INVESTMENT BOOT CREEK ROYALTY LTD$343,211$337,485$337,485
RECEIVABLE BOOT CREEK$4,069$4,069$4,069

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE FEESDesc
Revenue And Expenses Per Books$2,229RevenueAndExpensesPerBooksAmt
Net Investment Income$2,229NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$32,870$32,870$0
RENT INCOME$3$3$0
OTHER ROYALTY INCOME$71$71$0
ROYALTY INCOME DEDUCTION-$10,516-$10,516$0
EOG INCOME$14,924$14,924$0
EOG DEDUCTIONS-$2,216-$2,216$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,295Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.