JAMES N MCCOY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES N MCCOY FOUNDATION (EIN 75-2587034)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202141339349100919
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:22:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751847161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUPP BAUER HANSON & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2520 E ELLIOTT STREET | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | 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 | 752587034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES N MCCOY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9407674334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 DITTO LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763023501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEN HINES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9407674334 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | KEN HINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA L HANSON CPA | PreparerPersonNm |
| PTIN | P00603607 | PTIN |
| Phone | 9403223103 | PhoneNum |
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 | 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 | $56,792,531 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,250,475 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $581 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $581 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $790,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $790,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,298,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,680,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,298,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,340,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,089,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,613 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,612 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,512 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,513 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $187,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,939 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,248,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,248,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,507,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,266,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,832,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,036,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,078,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $724,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $724,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,806,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,657,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,672,380 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,581,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,793,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,395,208 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,466,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,175,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,792,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,168,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,168,213 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,298,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,007,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,466,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,175,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,466,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,175,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,466,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,832,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,299,180 | SubtotalAmt |
| Other Decreases | $1,123,304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,175,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,500,940 | $9,959,080 | -$458,140 | -$458,140 |
| WASH SALE ADJUSTMENT | P | $2,379 | $2,379 | $2,379 | |
| PUBLICLY TRADED SECURITIES | P | $23,206,922 | $16,299,036 | $6,907,886 | $6,907,886 |
| WASH SALE ADJUSTMENT | P | $4,915 | $4,915 | $4,915 | |
| PUBLICLY TRADED SECURITIES | P | $1,061,217 | $789,774 | $271,443 | $271,443 |
| PUBLICLY TRADED SECURITIES | P | $4,900,935 | $3,333,741 | $1,567,194 | $1,567,194 |
| RETURN OF CAPITAL - DECREASE IN BASIS | P | $270 | $270 | $270 | |
| CAPITAL GAINS DIVIDENDS | P | $2,560 | $2,560 | $2,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,298,507 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,600 | 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 | $157,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $227 | EsPenaltyAmt |
| Overpayment | $31,766 | OverpaymentAmt |
| Applied To ES Tax | $31,766 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JERRY GILBERT | IndividualWithBooksNm |
| Phone | 9407674334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 DITTO LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763023501 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| VICKI D MCCOY | ||||||||
| 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARK MCCOY | ||||||||
| 12720 BALSA LANE | BEAUMONT | TX | 77707 | VICE-PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 |
| R KEN HINES | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 76308 | VICE-PRES/SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| ROBERT W GOFF JR | ||||||||
| 3711 MAPLEWOOD AVENUE SUITE 200 | WICHITA FALLS | TX | 76308 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LESLEY B CHASTEEN | ||||||||
| 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,702,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,401,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,104,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,104,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $796,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,307,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,615,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,615,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,607 | TotalTaxAmt |
| Distributable Before Adj | $2,489,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,489,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,489,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,266,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,266,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,266,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,489,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,111,325 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,266,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,111,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,150 | 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 | $2,334,631 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VICKI D MCCOY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 DITTO LANE | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 763023501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9407674334 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARC OF WICHITA COUNTY | |||||||
| 3116 BUCHANAN STREET | WICHITA FALLS | TX | 76309 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| ART COUNCIL WICHITA FALLS AREA | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $50,000 |
| BIG BROTHERS & SISTERS OF LONE STAR | |||||||
| 4822 KEMP BOULEVARD SUITE 200 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $22,500 |
| BOY SCOUTS OF AMERICA NORTHWEST TEXAS COUNCIL | |||||||
| 3604 MAPLEWOOD AVENUE | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| BOYS & GIRLS CLUB | |||||||
| 1318 SIXTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $22,000 |
| CAMP FIRE USA NORTH TEXAS COUNCIL | |||||||
| 2414 NINTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| CATHOLIC CHARITIES OF FORT WORTH | |||||||
| 907 HOLLIDAY STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| CHILD ADVOCATES | |||||||
| 808 AUSTIN STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $40,000 |
| CHILD CARE | |||||||
| 1000 LAMAR STREET SUITE 432 | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $40,000 |
| CHRIST COUNSELING MINISTRY | |||||||
| 1420 TWIN OAKS STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| CHRISTMAS IN ACTION | |||||||
| 1113 SHEPPARD ACCESS ROAD | WICHITA FALLS | TX | 76306 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| CLAY COUNTY OUTREACH | |||||||
| 416 EAST GILBERT STREET | HENRIETTA | TX | 76365 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| FAITH MISSION | |||||||
| 1300 TRAVIS STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $50,000 |
| GENESIS PLACE | |||||||
| 807 AUSTIN STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $24,000 |
| HAPPY HANDS EDUCATION CENTER | |||||||
| 8801 SOUTH GARNETT ROAD | BROKEN ARROW | OK | 74012 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| HOSPICE OF WICHITA FALLS | |||||||
| 4909 JOHNSON ROAD | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $200,100 |
| INHERITANCE ADOPTIONS | |||||||
| 1007 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| INTERFAITH MINISTRIES | |||||||
| 1101 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | |||||||
| 3509 HULEN STREET SUITE 200 | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| MIDWESTERN STATE UNIVERSITY | |||||||
| 3410 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $800,000 |
| MISSION RESOURCE INTERNATIONAL | |||||||
| 210 HOLMES STREET | LUMBERTON | TX | 77657 | NONE | 501(C)(3) | GENERAL OPERATIONS | $50,000 |
| PATSY'S HOUSE CHILDREN'S ADVOCACY CENTER | |||||||
| 1411 TENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $15,000 |
| PEYTON'S PROJECT | |||||||
| 807 EIGHTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | |||||||
| 4407 BEE CAVE ROAD | AUSTIN | TX | 78746 | NONE | 501(C)(3) | GENERAL OPERATIONS | $25,000 |
| PROJECT BACK TO SCHOOL | |||||||
| PO BOX 9700 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| RATHGEBER HOSPITALITY HOUSE | |||||||
| 1615 TWELFTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $15,000 |
| SENIOR CITIZENS SERVICES OF NORTH TEXAS | |||||||
| 1000 BURNETT STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| SOUTHSIDE GIRLS CLUB | |||||||
| 1205 MONTGOMERY STREET | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | |||||||
| PO BOX 32 | WICHITA FALLS | TX | 76307 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| TEXAS TECH UNIVERSITY | |||||||
| PO BOX 43111 | LUBBOCK | TX | 79409 | NONE | 501(C)(3) | GENERAL OPERATIONS | $100,000 |
| THE SALVATION ARMY | |||||||
| 403 SEVENTH STREET | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| UNITED REGIONAL FOUNDATION | |||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| VERNON COLLEGE | |||||||
| 4400 COLLEGE DRIVE | WICHITA FALLS | TX | 76384 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| WHISPERS OF HOPE HORSE FARM | |||||||
| 3545 PARKHILLS ROAD | WICHITA FALLS | TX | 76310 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| WICHITA FALLS AREA COMMUNITY FOUNDATION | |||||||
| 807 EIGHTH STREET SUITE 750 | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $122,500 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $30,000 |
| WICHITA FALLS SYMPHONY ORCHESTRA | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $3,000 |
| WICHITA FALLS YOUTH SYMPHONY ORCHESTRA | |||||||
| 1300 LAMAR STREET | WICHITA FALLS | TX | 76301 | NONE | 501(C)(3) | GENERAL OPERATIONS | $9,250 |
| YMCA OF WICHITA FALLS | |||||||
| 5001 BARTLEY DRIVE | WICHITA FALLS | TX | 76302 | NONE | 501(C)(3) | GENERAL OPERATIONS | $250,000 |
| YOUNG LIFE | |||||||
| PO BOX 4058 | WICHITA FALLS | TX | 76308 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,248,350 | 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 | $581 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $790,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,298,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,089,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,089,607 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES N MCCOY | |||||||
| 1 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $380,000 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 2 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $193,798 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 3 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $298,850 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 4 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $27,359 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 5 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $108,932 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 6 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $135,288 | Yes (X) | |
| JAMES N MCCOY | |||||||
| 7 | 5001 DITTO LANE | WICHITA FALLS | TX | 763023501 | $106,248 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | AMAZON (AMZN) - 60 SHARES | $193,798 | 2020-12-28 |
| 3 | APPLE (AAPL) - 2,200 SHARES | $298,850 | 2020-12-28 |
| 4 | EXACT SCIENCES (EXAS) - 200 SHARES | $27,359 | 2020-12-28 |
| 5 | FACEBOOK - (FB) - 400 SHARES | $108,932 | 2020-12-28 |
| 6 | MICROSOFT (MSFT) - 600 SHARES | $135,288 | 2020-12-28 |
| 7 | CONOCOPHILLIPS (COP) - 1,819 SHARES | $106,248 | 2020-02-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,025 | Amt |
| Net Investment Income | $5,512 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,513 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,657,930 | EOYBookValueAmt |
| EOYFMV | $5,672,380 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $37,793,003 | BookValueAmt |
| EOYFMV | $50,395,208 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,225 | LegalFeesAmt |
| Net Investment Income | $12,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,612 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR BASIS/FAIR MARKET VALUE DIFFERENCE ON DISPOSAL OF CONTRIBUTED SECURITY | Desc |
| Amt | $1,123,304 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $34,939 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INVESTMENT EXCISE TAXES | $187,955 | $0 | $0 |
| FOREIGN INVESTMENT INCOME TAXES | $44 | $44 | $0 |
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