2021-08-16T14:52:37-05:00 2021-03-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2020-04-01 750575065 SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW SOUT 8178772400 PO BOX 150 FORT WORTH TX 76101 BRADFORD S BARNES PRESIDENT 8178772400 2021-08-05 1 BRADFORD BARNES 999009999 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FORT WORTH STOCK SHOW & RODEO BRADFORD S BARNES PO BOX 150 FORT WORTH TX 76101 19014764 0 X WWW.FWSSR.COM X 1948 TX THE CORPORATION IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE CORPORATION IS ORGANIZED TO HOLD AGRICULTURAL FAIRS AND ENCOURAGE AGRICULTURAL PURSUITS. PARTICULARLY, THE CORPORATION IS ORGANIZED AND OPERATED TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS, AND MAY PROMOTE AND MAINTAIN RESEARCH AND EDUCATIONAL ENDEAVORS IN CONNECTION WITH THE LIVESTOCK INDUSTRY. THE CORPORATION IS ADDITIONALLY FORMED TO ENCOURAGE, INSTRUCT, AND PROMOTE THE EDUCATION OF YOUTHS IN FORT WORTH, TARRANT COUNTY, TEXAS, AND ITS SURROUNDING AREAS. 147 142 831 0 0 0 806127 1783834 29287110 12357 1145737 2622978 11031 85 31250005 4419254 1497932 936963 0 0 5973463 4396240 0 0 0 21985188 1305950 29456583 6639153 1793422 -2219899 32708892 38990729 16823610 13595505 15885282 25395224 X THE CORPORATION IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE CORPORATION IS ORGANIZED TO HOLD AGRICULTURAL FAIRS AND ENCOURAGE AGRICULTURAL PURSUITS. PARTICULARLY, THE CORPORATION IS ORGANIZED AND OPERATED TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS, AND MAY PROMOTE AND MAINTAIN RESEARCH AND EDUCATIONAL ENDEAVORS IN CONNECTION WITH THE LIVESTOCK INDUSTRY. THE CORPORATION IS ADDITIONALLY FORMED TO ENCOURAGE, INSTRUCT, AND PROMOTE THE EDUCATION OF YOUTHS IN FORT WORTH, TARRANT COUNTY, TEXAS, AND ITS SURROUNDING AREAS. 0 1 3939637 12442 EXHIBITION OF LIVESTOCK AND FARM PRODUCTS TO THE PUBLIC IN ORDER TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING, AND MARKETING OF BETTER CATTLE AND AGRICULTURAL PRODUCTS. EACH YEAR THE STOCK SHOW ORGANIZES AND ADMINISTRATES A WORLD CLASS STOCK SHOW EVENT COMPOSED OF VARIOUS PUBLIC COMPETITIONS, EXHIBITIONS AND ENTERTAINMENT SUCH THAT THE EVENT ENHANCES INTEREST AND ENCOURAGES PARTICIPATION IN THE LIVESTOCK AND AGRI-BUSINESS FIELD BY RECOGNIZING AND REWARDING OUTSTANDING ACHIEVEMENT IN THEM. THE EVENT ATTRACTS AS MANY VISITORS AS POSSIBLE FROM THROUGHOUT THE STATE, ACROSS THE NATION AND AROUND THE WORLD TO FORT WORTH, THE CITY OF THIS STOCK SHOW'S HISTORIC ORIGIN IN 1896. 411062 411062 IMPROVING AND ASSISTING THE CITY OF FORT WORTH WITH THE WILL ROGERS MEMORIAL CENTER, THE PHYSICAL FACILITIES IN WHICH THE ANNUAL STOCK SHOW EVENTS AND ITS VARIOUS ACTIVITIES ARE HELD AND WHICH ARE OTHERWISE USED FOR EQUESTRIAN AND LIVESTOCK EVENTS THROUGHOUT THE BALANCE OF THE YEAR. THIS ASSISTANCE IS TO ENSURE THE FACILITIES CONTINUE TO SERVE THE NEEDS OF THE PEOPLE AND THE ORGANIZATIONS USING THEM, AND TO PRESERVE THEIR ECONOMIC IMPACT VALUE AS A MAJOR ASSET FOR THE CITY OF FORT WORTH. ALL PERMANENT IMPROVEMENTS MADE TO FACILITIES BY THE STOCK SHOW ARE TO THE BENEFIT OF AND TRANSFERRED TO THE CITY OF FORT WORTH. SINCE MOVING TO THE WILL ROGERS MEMORIAL CENTER IN 1944, THE ORGANIZATION HAS MADE AND TRANSFERRED IMPROVEMENTS TO THE CITY COSTING MORE THAN $61.2 MILLION IN CURRENT DOLLARS. 525901 525901 IN SUPPORT OF OUR MISSION, THE SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW IS COMMITTED TO ADVANCING THE EDUCATION OF ADULTS AND YOUTH ALIKE BY PROVIDING LEARNING OPPORTUNITIES AND PROVIDING SCHOLARSHIP OPPORTUNITIES FOR THE YOUTH OF TEXAS. IN ADDITION TO PROVIDING EDUCATIONAL GRANTS AND CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS, THE STOCK SHOW MAINTAINS A VARIETY OF SCHOLARSHIP PROGRAMS THROUGH VARIOUS STOCK SHOW DEPARTMENTS. EACH DEPARTMENT IS RESPONSIBLE FOR RAISING THEIR SCHOLARSHIP FUNDS EACH YEAR AND THE SCHOLARSHIPS ARE AWARDED BY THE VARIOUS DEPARTMENT SUPERINTENDANTS BASED ON DEPARTMENT SPECIFIC GOALS. THE SCHOLARSHIPS ARE PAID OUT BY THE STOCK SHOW DIRECTLY TO THE COLLEGE OR UNIVERSITY, ON A SEMESTER BASIS, IN AMOUNTS RANGING FROM $500 TO $2,000 PER SEMESTER (BASED ON TOTAL AMOUNT AWARDED AND EIGHT SEMESTERS OF COLLEGE) ONCE ENROLLMENT HAS BEEN VERIFIED EACH SEMESTER BY THE COLLEGE OR UNIVERSITY OF THE RECIPIENT'S CHOICE. IN ADDITION TO THE STOCK SHOW SCHOLARSHIP PROGRAMS, THE STOCK SHOW SUPPORTS SEVERAL ORGANIZATIONS AND THEIR EXISTING SCHOLARSHIP PROGRAMS. THE STOCK SHOW WAS ABLE TO PROVIDE OVER 460 SCHOLARSHIPS AND EDUCATIONAL GRANTS THIS YEAR. 4876600 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 526 0 1 831 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 147 142 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRADFORD S BARNES 8178772400 3400 BURNETT TANDY DRIVE FORT WORTH TX 76107 BRADFORD S BARNES PRESIDENT/GENERAL MANAGER 40.00 0.50 X X 586761 0 129571 G MARTIN PHILLIPS DIRECTOR 0.50 X 105788 0 0 PHILIP L SCHUTTS DIRECTOR 0.50 X 12000 0 0 PAM MINICK DIRECTOR 0.50 X 6000 0 0 STORMY MULLINS DIRECTOR 0.50 X 4120 0 0 DANNIE BRUCE DIRECTOR 0.50 X 3000 0 0 CHARLES R LASATER DIRECTOR 0.50 X 2800 0 0 DAVE APPLETON DIRECTOR 0.50 X 2000 0 0 DAVID MCDAVID DIRECTOR 0.50 X 1846 0 0 BAILEY MCGUIRE DIRECTOR 0.50 X 1650 0 0 KATE JOHNSON DIRECTOR 0.50 X 1550 0 0 CHARLIE ROYER III DIRECTOR 0.50 X 1100 0 0 GILBERT GAMEZ III DIRECTOR 0.50 X 1100 0 0 MARTIN RICHTER DIRECTOR 0.50 X 1100 0 0 PAXTON MOTHERAL DIRECTOR 0.50 X 1100 0 0 SHERMAN JONES DIRECTOR 0.50 X 1100 0 0 THEO THOMPSON DIRECTOR 0.50 X 1100 0 0 TRENT PRIM DIRECTOR 0.50 X 1100 0 0 S DALE OUSLEY DIRECTOR 0.50 X 1050 0 0 VON R BOX DIRECTOR 0.50 X 900 0 0 MARY BETH MILLETT DIRECTOR 0.50 X 850 0 0 KIT MONCRIEF DIRECTOR 0.50 X 692 0 0 GAVIN MASSINGILL DIRECTOR 0.50 X 500 0 0 CHRIS HARRISON DIRECTOR 0.50 X 500 0 0 JOHN MENZIES DIRECTOR 0.50 X 500 0 0 MIKE SANDS DIRECTOR 0.50 X 500 0 0 RANDY UPSHAW DIRECTOR 0.50 X 500 0 0 BOB GLENN DIRECTOR 0.50 X 450 0 0 EDDIE SANDOVAL III DIRECTOR 0.50 X 400 0 0 JASON LESIKAR DIRECTOR 0.50 X 400 0 0 KENNETH K LEIBER DIRECTOR 0.50 X 400 0 0 MATTHEW CARTER DIRECTOR 0.50 1.00 X 400 0 0 MICHAEL B HARRISON DIRECTOR 0.50 X 400 0 0 MICHAEL D WARNER DIRECTOR 0.50 X 400 0 0 ROBERT M LANSFORD DIRECTOR 0.50 X 400 0 0 TODD TIPPETT DIRECTOR 0.50 X 400 0 0 ROLAND K JOHNSON DIRECTOR 0.50 X 350 0 0 MARK LANSFORD DIRECTOR 0.50 X 300 0 0 R MIKE LANSFORD DIRECTOR 0.50 X 300 0 0 WILSON MARTIN DIRECTOR 0.50 X 270 0 0 F D QUINN III DIRECTOR 0.50 X 250 0 0 KELLY RILEY DIRECTOR 0.50 X 250 0 0 JOE BRHLIK DIRECTOR 0.50 X 200 0 0 JAY EWING DIRECTOR 0.50 X 150 0 0 TED FORD DIRECTOR 0.50 X 150 0 0 MORRIS L SHEATS II DIRECTOR 0.50 X 50 0 0 EDWARD P BASS CHAIRMAN OF THE BOARD 0.50 1.00 X X 0 0 0 W R WATT JR PRESIDENT EMERITUS 0.50 0.50 X X 0 0 0 CHARLIE GEREN VICE PRESIDENT 0.50 X X 0 0 0 CHARLES B MONCRIEF PARTIAL YEAR SECRETARY 0.50 X X 0 0 0 RANDY RODGERS TREASURER 0.50 X X 0 0 0 A B WHARTON DIRECTOR 0.50 X 0 0 0 A M MICALLEF DIRECTOR 0.50 X 0 0 0 A V CORPENING III DIRECTOR 0.50 X 0 0 0 ADAM J WALDECK DIRECTOR 0.50 X 0 0 0 BECKY RENFRO BORBOLLA DIRECTOR 0.50 X 0 0 0 BILL MOBLY DIRECTOR 0.50 X 0 0 0 BILL POTEET III DIRECTOR 0.50 X 0 0 0 BRECK RAY DIRECTOR 0.50 0.10 X 0 0 0 BRIAN LUIG DIRECTOR 0.50 X 0 0 0 CHRIS FARLEY DIRECTOR 0.50 X 0 0 0 CHRIS QUINN DIRECTOR 0.50 X 0 0 0 CLAYTON E MELTON DIRECTOR 0.50 X 0 0 0 CRAWFORD EDWARDS DIRECTOR 0.50 X 0 0 0 DAN L ADAMS PARTIAL YEAR DIRECTOR 0.50 X 0 0 0 DAVID GALLAGHER DIRECTOR 0.50 X 0 0 0 DEBRA JOHNSON HEAD DIRECTOR 0.50 X 0 0 0 DEE KELLY JR DIRECTOR 0.50 X 0 0 0 DOUG CASSIDY DIRECTOR 0.50 X 0 0 0 ED FARMER BEGGS II DIRECTOR 0.50 X 0 0 0 ELAINE B AGATHER DIRECTOR 0.50 X 0 0 0 FLN NEVE DIRECTOR 0.50 X 0 0 0 FRANK H GOLDTHWAITE JR DIRECTOR 0.50 X 0 0 0 GARY GRIFFIN DIRECTOR 0.50 X 0 0 0 GARY RAY DIRECTOR 0.50 X 0 0 0 GEORGE BEGGS IV DIRECTOR 0.50 X 0 0 0 GEORGE M YOUNG JR DIRECTOR 0.50 X 0 0 0 GERALD H PERRY DIRECTOR 0.50 X 0 0 0 GILBERT GAMEZ JR DIRECTOR 0.50 X 0 0 0 GLENN BECK DIRECTOR 0.50 X 0 0 0 GORDON H ROBERTS DIRECTOR 0.50 X 0 0 0 GREG MORSE DIRECTOR 0.50 X 0 0 0 HOWARD PENA DIRECTOR 0.50 X 0 0 0 J C PACE III DIRECTOR 0.50 X 0 0 0 J D JOHNSON DIRECTOR 0.50 X 0 0 0 J LUTHER KING JR DIRECTOR 0.50 X 0 0 0 J R WILLIAMS III DIRECTOR 0.50 0.20 X 0 0 0 J TYLER MORRIS DIRECTOR 0.50 X 0 0 0 JAKE RICHTER DIRECTOR 0.50 X 0 0 0 JAMES E LINK DIRECTOR 0.50 X 0 0 0 JAMES WOOD PARTIAL YEAR DIRECTOR 0.50 X 0 0 0 JAMIE MORGAN DIRECTOR 0.50 X 0 0 0 JEFFREY H CONNER DIRECTOR 0.50 X 0 0 0 JIM CALHOUN JR DIRECTOR 0.50 X 0 0 0 JOHN HERNANDEZ DIRECTOR 0.50 X 0 0 0 JOHN L LEWIS DIRECTOR 0.50 X 0 0 0 JOHN P BOSWELL DIRECTOR 0.50 X 0 0 0 JOHN T GAVIN DIRECTOR 0.50 X 0 0 0 JON BRUMLEY DIRECTOR 0.50 X 0 0 0 JONNY BRUMLEY DIRECTOR 0.50 X 0 0 0 KELLY THOMPSON DIRECTOR 0.50 X 0 0 0 KENT LYNCH DIRECTOR 0.50 X 0 0 0 LARRY ANFIN DIRECTOR 0.50 X 0 0 0 LEE M BASS DIRECTOR 0.50 X 0 0 0 LOUIS MARTIN III DIRECTOR 0.50 X 0 0 0 LOWELL BOSWELL DIRECTOR 0.50 X 0 0 0 MADELON L BRADSHAW DIRECTOR 0.50 X 0 0 0 MARK NURDIN DIRECTOR 0.50 X 0 0 0 MARY MARGARET RICHTER DIRECTOR 0.50 X 0 0 0 MARY RALPH LOWE DIRECTOR 0.50 X 0 0 0 MICHELE HAHNFELD DIRECTOR 0.50 X 0 0 0 MIKE BERRY DIRECTOR 0.50 X 0 0 0 MIKE MONCRIEF DIRECTOR 0.50 X 0 0 0 PAT HAMILTON DIRECTOR 0.50 X 0 0 0 PETE BONDS DIRECTOR 0.50 X 0 0 0 PHILIP C WILLIAMSON DIRECTOR 0.50 X 0 0 0 PHILIP E NORWOOD DIRECTOR 0.50 X 0 0 0 R BLAIR NORMAN DIRECTOR 0.50 X 0 0 0 RANDY WATSON DIRECTOR 0.50 X 0 0 0 RAYMOND LOPEZ DIRECTOR 0.50 X 0 0 0 REBECCA CLEGG EMERY DIRECTOR 0.50 X 0 0 0 ROB FELTON DIRECTOR 0.50 X 0 0 0 ROB GREEN DIRECTOR 0.50 X 0 0 0 ROBERT H MERRILL DIRECTOR 0.50 X 0 0 0 ROBERT HEROD DIRECTOR 0.50 X 0 0 0 ROBERT L PATTON DIRECTOR 0.50 X 0 0 0 RODNEY WOODSON DIRECTOR 0.50 X 0 0 0 ROSARIO VILLALPANDO DIRECTOR 0.50 X 0 0 0 ROSE ALVAREZ DIRECTOR 0.50 X 0 0 0 ROSS PEROT JR DIRECTOR 0.50 X 0 0 0 ROY J EATON DIRECTOR 0.50 X 0 0 0 ROZANNE ROSENTHAL DIRECTOR 0.50 X 0 0 0 SCOTT KLEBERG DIRECTOR 0.50 X 0 0 0 SCOTT PRINCE DIRECTOR 0.50 X 0 0 0 STEPHEN L BROTHERTON DIRECTOR 0.50 X 0 0 0 T ROSS BAILEY DIRECTOR 0.50 X 0 0 0 THOMAS B REYNOLDS DIRECTOR 0.50 X 0 0 0 THOMAS B SAUNDERS V DIRECTOR 0.50 X 0 0 0 TODD DAVENPORT DIRECTOR 0.50 X 0 0 0 TOM FELLER DIRECTOR 0.50 X 0 0 0 TREY GORDON DIRECTOR 0.50 X 0 0 0 W CRAIG DOYLE DIRECTOR 0.50 X 0 0 0 WILLIAM C ANDERSON DIRECTOR 0.50 X 0 0 0 WILLIAM D RATLIFF IV DIRECTOR 0.50 X 0 0 0 WILLIAM W MEADOWS DIRECTOR 0.50 X 0 0 0 WILSON FRANKLIN DIRECTOR 0.50 X 0 0 0 WM DAVID MOORE DIRECTOR 0.50 X 0 0 0 BRUCE MCCARTY EXECUTIVE VICE PRESIDENT 40.00 X 209801 0 120213 PAM WRIGHT DEPARTMENT MANAGER 40.00 X 170280 0 88811 GINNY BROWN ACCOUNTING MANAGER 40.00 X 153545 0 99121 SUSIE MITCHELL HEIL ADMINISTRATIVE ASSISTANT 40.00 X 126420 0 75797 STEFAN MARCHMAN DEPARTMENT MANAGER 40.00 X 133179 0 63617 LAUREN MURRAY DEPARTMENT MANAGER 40.00 X 135740 0 53102 JESSICA BIRGE DEPARTMENT CO-MANAGER 40.00 X 122400 0 62415 MATTHEW BROCKMAN DEPARTMENT MANAGER 40.00 X 126000 0 46432 DOUGLAS WHITE DEPARTMENT MANAGER 40.00 X 119699 0 34795 2044191 0 773874 11 0 1 0 CROWN PPS LLC 404 W KENNEDALE PKWY KENNEDALE TX 76060 PRINTED PRODUCTS 156136 LONE STAR ELECTRIC 2320 CULLEN ST FORT WORTH TX 76107 ELECTRICAL CONTRACTOR 154753 RUDY ZIMMERER 3188 COUNTY RD 438 LINDSAY TX 76250 HAY CONTRACTOR 116728 THE LETCO GROUP LLC PO BOX 959 PINELAND TX 75968 PINE SHAVINGS 109668 G MARTIN PHILLIPS 305 PREAKNESS CIR SOUTHLAKE TX 76092 ACCOUNTING CONSULTING 105788 5 1783834 1783834 RODEO & LIVESTOCK SHOW 900099 12357 12357 12357 367387 367387 16851101 14589510 6000 2261591 -6000 2255591 2255591 85 0 85 85 4419254 12442 0 2622978 459963 459963 477000 477000 600000 480000 120000 2169781 1664421 505360 1195806 925817 269989 255842 198078 57764 174811 135342 39469 34294 16631 17663 75575 75575 156012 156012 81150 81150 106127 63841 42286 170609 170609 248559 106066 142493 6519 6519 169307 135446 33861 32836 32836 CALF SCRAMBLE EXPENSE 108183 108183 STOCK SHOW AND RODEO 105812 105812 BANK AND CREDIT CARD FE 10967 10967 6639153 4876600 1762553 0 492589 838828 81804 5409 2012513 239120 6728 6728 67871 57728 3217219 2088446 1299607 1128773 23981662 35570236 4511262 427313 254856 716594 32708892 38990729 200751 38356 12110628 11719786 240000 837625 4272231 999738 16823610 13595505 X 12950442 22535724 2934840 2859500 15885282 25395224 32708892 38990729 X -2219899 6559501 5170340 X X 0 1 X 1 0 X 687835 666704 787214 806127 1783834 4731714 18195922 19476329 20743170 29299949 12442 87727812 18883757 20143033 21530384 30106076 1796276 92459526 0 119935 101702 2814 40089 264540 119935 101702 2814 40089 264540 92194986 351750 445184 570252 484347 367387 2218920 351750 445184 570252 484347 367387 2218920 19235507 20588217 22100636 30590423 2163663 94678446 0.97380 0.97780 0.02340 0.01940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 860916 248433 612483 2168450 1673902 494548 187853 166111 21742 1128773 SBA PPP LOAN 999738 999738 X 15993083 6559501 5170340 11729841 4263242 156012 156012 4419254 6483141 0 6483141 156012 156012 6639153 PART X, LINE 2: THE STOCK SHOW IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. TAX POSITIONS ARE EVALUATED IN A TWO-STEP PROCESS. THE STOCK SHOW FIRST DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION. IF A TAX POSITION MEETS THE MORE LIKELY THAN NOT THRESHOLD, IT IS THEN MEASURED TO DETERMINE THE AMOUNT OF EXPENSE TO RECORD IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AS THE LARGEST AMOUNT OF EXPENSE THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. THE STOCK SHOW CLASSIFIES ANY POTENTIAL ACCRUED INTEREST RECOGNIZED ON AN UNDERPAYMENT OF INCOME TAXES AND ANY STATUTORY PENALTIES RECOGNIZED ON A TAX POSITION TAKEN AS OTHER NON-INTEREST EXPENSE. THE STOCK SHOW DID NOT INCUR ANY PENALTIES OR INTEREST DURING THE YEARS ENDED MARCH 31, 2021 AND 2020. MANAGEMENT OF THE STOCK SHOW HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD BE EXPECTED TO HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS AT MARCH 31, 2021 AND 2020. THE STOCK SHOW FILES FORM 990 IN THE FEDERAL JURISDICTION WITHIN THE UNITED STATES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE ASSOCIATION TO FULLY RECOGNIZE THE CHANGE IN THE UNDERFUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 5,170,340. 1 NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM 2401 SCOTT AVE FORT WORTH TX 76103 752961984 501(C)(3) 5000 EDUCATION WEATHERFORD COLLEGE FOUNDATION 225 COLLEGE PARK DR WEATHERFORD TX 76086 751593084 501(C)(3) 5000 EDUCATION NORTH TEXAS HIGH SCHOOL RODEO ASSOCIATION PO BOX 76500 SAGINAW TX 76179 237322039 501(C)(4) 5000 EDUCATION THE FORT WORTH CHAMBER OF COMMERCE 777 TAYLOR ST STE 900 FORT WORTH TX 76102 750275060 501(C)(6) 20000 COMMUNITY INVESTMENT 2 2 EQUINE SCHOLARSHIPS 35 70000 VARIOUS SCHOLARSHIPS 27 39000 CALF SCRAMBLE STUDENT AG AWARDS AND SCHOLARSHIPS 321 216000 HEIFER BEEF CHALLENGE SCHOLARSHIPS 38 75500 ART CONTEST SCHOLARSHIPS 12 17000 COMMERCIAL HEIFER SCHOLARSHIPS 9 8500 TEXAS M.A.D.E. 22 51000 PART I, LINE 2: FOR ALL SCHOLARSHIPS ISSUED BY THE ORGANIZATION, THE SCHOLARSHIP COMMITTEE REVIEWS THE APPLICANTS AND KEEPS A WRITTEN FILE ON EACH STUDENT. AFTER THE WRITTEN CRITERIA HAS BEEN REVIEWED BY THE COMMITTEE, PROOF OF ELIGIBILITY FROM THE EDUCATIONAL INSTITUTION MUST BE VERIFIED ON BEHALF OF THE STUDENT BEFORE ANY FUNDS ARE DISBURSED. GRANTS TO PUBLIC CHARITIES ARE GENERALLY PROVIDED FOR SPECIFIC PURPOSES ONLY. MANAGEMENT MONITORS THE PROJECTS THROUGH THEIR COMPLETION, BUT GENERALLY DOES NOT REQUIRE ANY FORMAL REPORTING FROM THE RECIPIENT ORGANIZATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 BRADFORD S BARNES PRESIDENT/GENERAL MANAGER 376761 0 210000 0 0 0 101750 0 27821 0 716332 0 0 0 BRUCE MCCARTY EXECUTIVE VICE PRESIDENT 190801 0 19000 0 0 0 107217 0 12996 0 330014 0 0 0 PAM WRIGHT DEPARTMENT MANAGER 155080 0 15200 0 0 0 75815 0 12996 0 259091 0 0 0 GINNY BROWN ACCOUNTING MANAGER 138545 0 15000 0 0 0 86135 0 12986 0 252666 0 0 0 SUSIE MITCHELL HEIL ADMINISTRATIVE ASSISTANT 115120 0 11300 0 0 0 63711 0 12086 0 202217 0 0 0 STEFAN MARCHMAN DEPARTMENT MANAGER 121179 0 12000 0 0 0 50678 0 12939 0 196796 0 0 0 LAUREN MURRAY DEPARTMENT MANAGER 123740 0 12000 0 0 0 40163 0 12939 0 188842 0 0 0 JESSICA BIRGE DEPARTMENT CO-MANAGER 111400 0 11000 0 0 0 49517 0 12898 0 184815 0 0 0 MATTHEW BROCKMAN DEPARTMENT MANAGER 115500 0 10500 0 0 0 33571 0 12861 0 172432 0 0 0 DOUGLAS WHITE DEPARTMENT MANAGER 109399 0 10300 0 0 0 21934 0 12861 0 154494 0 0 0 PART I, LINE 1A COUNTRY CLUB DUES WERE PAID ON BEHALF OF BRADFORD S. BARNES. THE ORGANIZATION'S BOARD OF DIRECTORS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A BOARD MEMBER, BUT CERTAIN BOARD MEMBERS DO RECEIVE COMPENSATION FOR VARIOUS SERVICES THEY PERFORM DURING THE ANNUAL SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW. J LUTHER KING JR OWNER AND PRINCIPAL OF LKCM AND DIRECTOR OF ORGANIZATION. 196929 LUTHER KING CAPITAL MANAGEMENT MANAGES A PORTION OF THE STOCK SHOW INVESTMENTS ON A STANDARD FEE BASIS. 0 ELAINE B AGATHER EMPLOYEE/OFFICER OF JPMORGAN CHASE 150000 JPMORGAN PROVIDED SPONSORSHIPS TO THE STOCK SHOW AND IS THE DESIGNATED CUSTODIAN FOR FUNDS MANAGED BY LKCM. 0 FORM 990, PART III, LINE 3 IN COMPLIANCE WITH THE RECOMMENDATIONS OF PUBLIC HEALTH OFFICIALS, INCLUDING THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND THE WORLD HEALTH ORGANIZATION, THE ORGANIZATION CANCELLED THE 2021 STOCK SHOW AND RODEO TO PROTECT THE RESIDENTS OF FORT WORTH FROM FURTHER SPREAD OF COVID-19, AS WELL AS TO PROTECT THE HEALTH AND SAFETY OF THE OVER ONE MILLION VISITORS, EXHIBITORS, COMPETITORS, VOLUNTEERS, AND STAFF WHO ATTEND AND PARTICIPATE IN THE MANY EVENTS COMPRISING THE ANNUAL STOCK SHOW AND RODEO. FORM 990, PART VI, SECTION A, LINE 2 BAILEY MCGUIRE AND DEBRA JOHNSON HEAD HAVE A FAMILY RELATIONSHIP. CHARLES B. MONCRIEF AND KIT MONCRIEF HAVE A FAMILY RELATIONSHIP. EDWARD P. BASS AND LEE M. BASS HAVE A FAMILY RELATIONSHIP. GILBERT GAMEZ, JR. AND GILBERT GAMEZ, III HAVE A FAMILY RELATIONSHIP. JOHN P. BOSWELL AND LOWELL BOSWELL HAVE A FAMILY RELATIONSHIP. JON BRUMLEY AND JONNY BRUMLEY HAVE A FAMILY RELATIONSHIP. MICHAEL B. HARRISON AND CHRIS HARRISON HAVE A FAMILY RELATIONSHIP. CRAWFORD EDWARDS, MARY MARGARET RICHTER, AND MARTIN RICHTER HAVE A FAMILY RELATIONSHIP. PHILIP L. SCHUTTS AND SHERMAN JONES HAVE A FAMILY RELATIONSHIP. ROBERT M. LANSFORD, MARK LANSFORD, AND R. MIKE LANSFORD HAVE A FAMILY RELATIONSHIP. WILLIAM C. ANDERSON AND WILLIAM D. RATLIFF IV HAVE A FAMILY RELATIONSHIP. BAILEY MCGUIRE AND DEBRA JOHNSON HEAD HAVE A BUSINESS RELATIONSHIP. EDWARD P. BASS AND LEE M. BASS HAVE A BUSINESS RELATIONSHIP. GILBERT GAMEZ JR. AND CHARLIE GEREN HAVE A BUSINESS RELATIONSHIP. JOHN P. BOSWELL AND TREY GORDON HAVE A BUSINESS RELATIONSHIP. JOHN P. BOSWELL AND ED FARMER BEGGS II HAVE A BUSINESS RELATIONSHIP. JOHN P. BOSWELL, CHARLIE GEREN, GREG MORSE, AND DEE KELLY JR. HAVE A BUSINESS RELATIONSHIP. JON BRUMLEY AND JONNY BRUMLEY HAVE A BUSINESS RELATIONSHIP. KENNETH K. LEIBER, PETE BONDS, CRAWFORD EDWARDS, AND W.R. WATT JR. HAVE A BUSINESS RELATIONSHIP. MARTIN RICHTER AND MARY MARGARET RICHTER HAVE A BUSINESS RELATIONSHIP. MATTHEW R. CARTER AND EDWARD P. BASS HAVE A BUSINESS RELATIONSHIP. MIKE BERRY AND ROSS PEROT JR. HAVE A BUSINESS RELATIONSHIP. PAT HAMILTON AND BOB GLENN HAVE A BUSINESS RELATIONSHIP. PAXTON MOTHERAL AND CRAWFORD EDWARDS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CHOSEN BY A MAJORITY VOTE FROM A NOMINATING COMMITTEE AND ELECTED BY A MAJORITY VOTE OF THE MEMBERS. MEMBERS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A MEMBER AND NO PART OF THE ORGANIZATION'S EARNINGS OR ASSETS SHALL EVER INURE TO THE BENEFIT OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED IN DETAIL AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE, AND PRIOR TO IT BEING FILED A COPY IS PROVIDED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE WHICH CONSTITUTES THE GOVERNING BODY AND HAS BEEN DELEGATED WITH THE PRIMARY POWER OF GOVERNANCE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE MEETS ONCE A YEAR TO DETERMINE IF ANYONE OR ANY TRANSACTION HAS VIOLATED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, IN RECOMMENDING SUCH COMPENSATION, AND THE EXECUTIVE COMMITTEE, IN APPROVING SUCH COMPENSATION, SHALL FOLLOW THREE STEPS. FIRST, EACH COMMITTEE SHALL MEET IN SESSIONS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. SECOND, EACH COMMITTEE SHALL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION. THIRD, EACH COMMITTEE SHALL ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING ITS DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE ASSOCIATION TO FULLY RECOGNIZE THE CHANGE IN THE UNDERFUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR MARKET VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 5,170,340. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS. AGRICULTURAL DEVELOPMENT FUND PO BOX 150 FORT WORTH TX 76101 751824668 TO PAY A PREMIUM/BONUS TO OWNERS OF LIVESTOCK TX 501(C)(3) 9 0 EVENT FACILITIES FORT WORTH INC 505 MAIN STE 240 FORT WORTH TX 76102 260011624 PROVIDE SUPPORT TO THE SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW TX 501(C)(3) 11A, TYPE I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AGRICULTURAL DEVELOPMENT FUND - GENERAL & ADMINISTRATIVE EXPENSES Q 660 FMV AGRICULTURAL DEVELOPMENT FUND - GENERAL & ADMINISTRATIVE EXPENSES P 2236 FMV