W A CRISWELL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- W A CRISWELL FOUNDATION INC (EIN 23-7226473)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104676
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:47:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | 2021-11-15 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $43,375,501 | 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 | $38,343 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $201,076 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201,076 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $462,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,769 | 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 | $1,106,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,749,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,106,697 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $169,141 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $219,208 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,980,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,991,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,013 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,383 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,630 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,776 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $355 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,421 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,047 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,047 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,796 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $143,166 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,792 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,791 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $283,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,562 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $254,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $787,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $308,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,440,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,440,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,228,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $308,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,841,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,683,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,381 | CashBOYAmt |
| Cash EOY | $71,707 | CashEOYAmt |
| Cash EOYFMV | $71,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $469,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $506,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $506,135 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,976,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,465,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,465,143 | 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 | $28,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,016 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,016 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,866,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,375,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,375,501 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70,797 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,387 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $70,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,387 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $41,795,744 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $43,371,114 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,795,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,371,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,866,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,375,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,795,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,847,374 | OtherIncreasesAmt |
| Subtotal | $43,394,780 | SubtotalAmt |
| Other Decreases | $23,666 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,371,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $1,648,878 | $1,274,153 | $374,725 | $374,725 |
| UBS TIMOTHY | P | $183,423 | $123,512 | $59,911 | $59,911 |
| BNY MELLON #300 | P | $116,730 | $116,730 | $116,730 | |
| BNY MELLON #300 | P | $121,295 | $121,295 | $121,295 | |
| BNY MELLON #320 | P | $40,979 | -$40,979 | -$40,979 | |
| BNY MELLON #320 | P | $11,569 | $11,569 | $11,569 | |
| BNY MELLON #330 | P | $2,407 | -$2,407 | -$2,407 | |
| BOK FINANCIAL | P | $2,404,974 | $2,352,484 | $52,490 | $52,490 |
| BOK FINANCIAL | P | $1,584,473 | $1,584,671 | -$198 | -$198 |
| FIRST DALLAS | P | $236,049 | $147,197 | $88,852 | $88,852 |
| FIRST DALLAS | P | $869,437 | $889,117 | -$19,680 | -$19,680 |
| SCHWAB | P | $315,808 | $228,000 | $87,808 | $87,808 |
| GT EMERGING MARKETS | P | $30,601 | $30,601 | $30,601 | |
| CAPITAL GAINS DIVIDENDS | P | $225,980 | $225,980 | $225,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,106,697 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,414 | 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 | $28,414 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,016 | OverpaymentAmt |
| Applied To ES Tax | $5,016 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 (13 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 JERRY VINES | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ED RAWLS | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR DAVID ALLEN | ||||||||
| 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 |
| JACK POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| MICHAEL LAFITTE | ||||||||
| 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 |
| LUCRETIA STEWART | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | SECRETARY/TREASURER | 40.00 | $76,013 | $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 | $76,013 | $0 | $0 |
| SAMUEL C HULL | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | DIRECTOR SERMON LIBR | 40.00 | $60,000 | $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 | $335,260 | 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 | $33,981,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $583,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,327,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,892,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,892,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $538,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,354,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,767,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,767,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,398 | TotalTaxAmt |
| Distributable Before Adj | $1,744,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,744,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,744,319 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,841,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,841,266 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,841,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,744,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,364 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,841,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,364 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,662,902 | 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 | $81,417 | 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 (8 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 | $1,125,340 |
| DALLAS LIFE FOUNDATION | ||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | PC | SUPPORT MINISTRY TO THE HOMELESS | $171,423 |
| FIRST BAPTIST ACADEMY | ||||||
| 1704 PATTERSON STREET | DALLAS | TX | 75201 | PC | SUPPORT CHRISTIAN SCHOOL OPERATIONS & SCHOLARSHIPS | $104,941 |
| FIRST BAPTIST CHURCH DALLAS | ||||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | PC | SUPPORT CHURCH OPERATIONS & CHOIR | $26,388 |
| FIRST BAPTIST CHURCH FARMERSVILLE | ||||||
| 124 SOUTH WASHINGTON STREET | FARMERSVILLE | TX | 75442 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $775 |
| KCBI RADIO | ||||||
| 411 RYAN PLAZA DRIVE | ARLINGTON | TX | 76011 | PC | SUPPORT CHRISTIAN RADIO OPERATIONS | $9,671 |
| LAKESIDE BAPTIST CHURCH | ||||||
| 9150 GARLAND ROAD | DALLAS | TX | 75218 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $992 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | ||||||
| 120 SOUTH WINDGATE STREET | WAKE FOREST | NC | 27587 | PC | SUPPORT CHRISTIAN EDUCATION | $1,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,440,875 | 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 | $201,076 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,769 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,106,697 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BOOK ROYALTIES | $20 | |||
| UBIT PARTNERSHIP K-1 | -$50,087 | 525990 | ||
| PARTNERSHIP INVESTMENTS | 15 | $205,650 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$50,067 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,991,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,941,883 | 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 | $25,000 | Yes (X) |
| HARRIET MIERS | ||||||
| 2 | 12076 TAVAL CIRCLE | DALLAS | TX | 75230 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $26,094 | Amt |
| Net Investment Income | $13,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,047 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $41,465,143 | EOYBookValueAmt |
| EOYFMV | $41,465,143 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,776 | LegalFeesAmt |
| Net Investment Income | $355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,421 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990PF DEPOSIT | Desc |
| BOY Book Value | $28,414 | BOYBookValueAmt |
| EOY Book Value | $5,016 | EOYBookValueAmt |
| EOYFMV | $5,016 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK EXPENSE (EXCISE TAX) | $23,398 |
| PENALTIES | $268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $178,394 | $0 | $178,394 |
| COMPUTER & SOFTWARE | $25,382 | $12,992 | $12,390 |
| INSURANCE | $45,909 | $9,164 | $36,745 |
| OFFICE SUPPLIES | $12,507 | $0 | $12,507 |
| OTHER EXPENSES - SERMON LIBRARY | $3,748 | $0 | $3,748 |
| POSTAGE | $406 | $406 | $0 |
| WEB-SITE LIBRARY | $10,322 | $0 | $10,322 |
| MISCELLANEOUS | $45 | $0 | $0 |
| TELEPHONE | $7,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES NET | $13,493 | $13,493 | $13,493 |
| OTHER INCOME | $65 | $65 | $65 |
| BOOK ROYALTIES | $20 | $0 | $20 |
| UBIT PARTNERSHIP K-1 | -$50,087 | -$50,087 | |
| PARTNERSHIP INVESTMENTS | $205,650 | $205,650 | $205,650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN BROKERAGES | $1,810,843 |
| PRIOR PERIOD ADJUSTMENTS | $36,531 |
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 | $162,009 | $162,009 | $0 |
| TRANSCRIBERS | $18,600 | $0 | $18,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,420 | $2,420 | $0 |
| PROPERTY TAXES | $2,892 | $2,892 | $0 |
| PAYROLL TAXES | $11,006 | $5,210 | $5,796 |
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