2020-08-13T16:11:33-05:00 2020-03-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2019-04-01 750575065 SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW SOUT 8178772400 PO BOX 150 FORT WORTH TX 76101 BRADFORD S BARNES PRESIDENT 8178772400 2020-08-04 1 CHRISTY CATES P00440503 8172599100 71.131.70.48 2020-08-04 09:49:13 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C9CC508B603D8A41B6E0CF17653875976BD10DA7 2019 2020-09-23 17:36:50Z FORT WORTH STOCK SHOW & RODEO BRADFORD S BARNES PO BOX 150 FORT WORTH TX 76101 41553890 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. 150 141 980 1200 0 0 787214 806127 20732678 29287110 1095682 1145737 8843 11031 22624417 31250005 1436876 1497932 0 0 3754467 5973463 0 0 0 15650626 21985188 20841969 29456583 1782448 1793422 33089276 32708892 15173050 16823610 17916226 15885282 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 0 26179409 29298141 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. IN 2019, THE STOCK SHOW ATTENDANCE WAS OVER 1.26 MILLION PEOPLE. 424862 424862 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 $60.1 MILLION IN CURRENT DOLLARS. 1073070 1073070 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 450 SCHOLARSHIPS AND EDUCATIONAL GRANTS THIS YEAR. 27677341 1 1 0 0 0 0 0 0 0 0 1 1 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 1 548 0 1 980 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 150 141 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 EDWARD P BASS CHAIRMAN OF THE BOARD 0.50 1.00 X X 0 0 0 BRADFORD S BARNES PRESIDENT/GENERAL MANAGER 40.00 0.50 X X 584015 0 119938 CHARLIE GEREN VICE PRESIDENT 0.50 X X 0 0 0 CHARLES B MONCRIEF SECRETARY 0.50 X X 0 0 0 RANDY RODGERS TREASURER 0.50 X X 0 0 0 W R WATT JR PRESIDENT EMERITUS 0.50 0.50 X X 0 0 0 DAN L ADAMS DIRECTOR 0.50 X 0 0 0 ELAINE B AGATHER DIRECTOR 0.50 X 0 0 0 ROSE ALVAREZ DIRECTOR 0.50 X 0 0 0 WILLIAM C ANDERSON DIRECTOR 0.50 X 0 0 0 LARRY ANFIN DIRECTOR 0.50 X 0 0 0 DAVE APPLETON DIRECTOR 0.50 X 2000 0 0 T ROSS BAILEY DIRECTOR 0.50 X 0 0 0 LEE M BASS DIRECTOR 0.50 X 0 0 0 GLENN BECK DIRECTOR 0.50 X 400 0 0 ED FARMER BEGGS II DIRECTOR 0.50 X 0 0 0 GEORGE BEGGS IV DIRECTOR 0.50 X 0 0 0 MIKE BERRY DIRECTOR 0.50 X 0 0 0 PETE BONDS DIRECTOR 0.50 X 0 0 0 BECKY RENFRO BORBOLLA DIRECTOR 0.50 X 0 0 0 JOHN P BOSWELL DIRECTOR 0.50 X 0 0 0 LOWELL BOSWELL DIRECTOR 0.50 X 0 0 0 VON R BOX DIRECTOR 0.50 X 900 0 0 MADELON L BRADSHAW DIRECTOR 0.50 X 0 0 0 JOE BRHLIK DIRECTOR 0.50 X 200 0 0 STEPHEN L BROTHERTON DIRECTOR 0.50 X 0 0 0 DANNIE BRUCE DIRECTOR 0.50 X 3000 0 0 JON BRUMLEY DIRECTOR 0.50 X 0 0 0 JONNY BRUMLEY DIRECTOR 0.50 X 0 0 0 JIM CALHOUN JR DIRECTOR 0.50 X 0 0 0 DOUG CASSIDY DIRECTOR 0.50 X 0 0 0 MATTHEW CARTER DIRECTOR 0.50 1.00 X 400 0 0 JEFFREY H CONNER DIRECTOR 0.50 X 0 0 0 A V CORPENING III DIRECTOR 0.50 X 0 0 0 TODD DAVENPORT DIRECTOR 0.50 X 0 0 0 J T DICKENSON DIRECTOR 0.50 X 0 0 0 W CRAIG DOYLE DIRECTOR 0.50 X 0 0 0 ROY J EATON DIRECTOR 0.50 X 0 0 0 CRAWFORD EDWARDS DIRECTOR 0.50 X 0 0 0 REBECCA CLEGG EMERY DIRECTOR 0.50 X 0 0 0 JAY EWING DIRECTOR 0.50 X 150 0 0 CHRIS FARLEY DIRECTOR 0.50 X 0 0 0 TOM FELLER DIRECTOR 0.50 X 0 0 0 ROB FELTON DIRECTOR 0.50 X 0 0 0 TED FORD DIRECTOR 0.50 X 150 0 0 WILSON FRANKLIN DIRECTOR 0.50 X 0 0 0 DAVID GALLAGHER DIRECTOR 0.50 X 0 0 0 GILBERT GAMEZ JR DIRECTOR 0.50 X 0 0 0 GILBERT GAMEZ III DIRECTOR 0.50 X 1100 0 0 JOHN T GAVIN DIRECTOR 0.50 X 0 0 0 BOB GLENN DIRECTOR 0.50 X 450 0 0 FRANK H GOLDTHWAITE JR DIRECTOR 0.50 X 0 0 0 TREY GORDON DIRECTOR 0.50 X 0 0 0 ROB GREEN DIRECTOR 0.50 X 0 0 0 GARY GRIFFIN DIRECTOR 0.50 X 0 0 0 MICHELE HAHNFELD DIRECTOR 0.50 X 0 0 0 PAT HAMILTON DIRECTOR 0.50 X 0 0 0 CHRIS HARRISON DIRECTOR 0.50 X 500 0 0 MICHAEL B HARRISON DIRECTOR 0.50 X 400 0 0 DEBRA JOHNSON HEAD DIRECTOR 0.50 X 0 0 0 JOHN HERNANDEZ DIRECTOR 0.50 X 0 0 0 ROBERT HEROD DIRECTOR 0.50 X 2640 0 0 J D JOHNSON DIRECTOR 0.50 X 0 0 0 KATE JOHNSON DIRECTOR 0.50 X 1200 0 0 ROLAND K JOHNSON DIRECTOR 0.50 X 0 0 0 SHERMAN JONES DIRECTOR 0.50 X 1100 0 0 DEE KELLY JR DIRECTOR 0.50 X 0 0 0 J LUTHER KING JR DIRECTOR 0.50 X 0 0 0 SCOTT KLEBERG DIRECTOR 0.50 X 0 0 0 MARK LANSFORD DIRECTOR 0.50 X 300 0 0 R MIKE LANSFORD DIRECTOR 0.50 X 300 0 0 ROBERT M LANSFORD DIRECTOR 0.50 X 400 0 0 CHARLES R LASATER DIRECTOR 0.50 X 2800 0 0 KENNETH K LEIBER DIRECTOR 0.50 X 400 0 0 JASON LESIKAR DIRECTOR 0.50 X 400 0 0 JOHN L LEWIS DIRECTOR 0.50 X 0 0 0 JAMES E LINK DIRECTOR 0.50 X 0 0 0 RAYMOND LOPEZ DIRECTOR 0.50 X 0 0 0 MARY RALPH LOWE DIRECTOR 0.50 X 0 0 0 BRIAN LUIG DIRECTOR 0.50 X 0 0 0 KENT LYNCH DIRECTOR 0.50 X 2280 0 0 LOUIS MARTIN III DIRECTOR 0.50 X 0 0 0 WILSON MARTIN DIRECTOR 0.50 X 270 0 0 GAVIN MASSINGILL DIRECTOR 0.50 X 500 0 0 DAVID MCDAVID DIRECTOR 0.50 X 0 0 0 BAILEY MCGUIRE DIRECTOR 0.50 X 0 0 0 WILLIAM W MEADOWS DIRECTOR 0.50 X 0 0 0 CLAYTON E MELTON DIRECTOR 0.50 X 0 0 0 JOHN MENZIES DIRECTOR 0.50 X 500 0 0 ROBERT H MERRILL DIRECTOR 0.50 X 0 0 0 A M MICALLEF DIRECTOR 0.50 X 0 0 0 MARY BETH MILLETT DIRECTOR 0.50 X 850 0 0 PAM MINICK DIRECTOR 0.50 X 6000 0 0 BILL MOBLY DIRECTOR 0.50 X 0 0 0 KIT MONCRIEF DIRECTOR 0.50 X 0 0 0 MIKE MONCRIEF DIRECTOR 0.50 X 0 0 0 WM DAVID MOORE DIRECTOR 0.50 X 0 0 0 JAMIE MORGAN DIRECTOR 0.50 X 0 0 0 J TYLER MORRIS DIRECTOR 0.50 X 0 0 0 GREG MORSE DIRECTOR 0.50 X 0 0 0 PAXTON MOTHERAL DIRECTOR 0.50 X 1100 0 0 STORMY MULLINS DIRECTOR 0.50 X 10595 0 0 FLN NEVE DIRECTOR 0.50 X 0 0 0 R BLAIR NORMAN DIRECTOR 0.50 X 0 0 0 PHILIP E NORWOOD DIRECTOR 0.50 X 0 0 0 MARK NURDIN DIRECTOR 0.50 X 0 0 0 S DALE OUSLEY DIRECTOR 0.50 X 1050 0 0 J C PACE III DIRECTOR 0.50 X 0 0 0 ROBERT L PATTON DIRECTOR 0.50 X 0 0 0 HOWARD PENA DIRECTOR 0.50 X 0 0 0 ROSS PEROT JR DIRECTOR 0.50 X 0 0 0 GERALD H PERRY DIRECTOR 0.50 X 650 0 0 G MARTIN PHILLIPS DIRECTOR 0.50 X 67575 0 0 BILL POTEET III DIRECTOR 0.50 X 0 0 0 TRENT PRIM DIRECTOR 0.50 X 1100 0 0 SCOTT PRINCE DIRECTOR 0.50 X 0 0 0 CHRIS QUINN DIRECTOR 0.50 X 0 0 0 F D QUINN III DIRECTOR 0.50 X 250 0 0 WILLIAM D RATLIFF III DIRECTOR 0.50 X 0 0 0 WILLIAM D RATLIFF IV DIRECTOR 0.50 X 0 0 0 BRECK RAY DIRECTOR 0.50 0.10 X 0 0 0 GARY RAY DIRECTOR 0.50 X 0 0 0 THOMAS B REYNOLDS DIRECTOR 0.50 X 0 0 0 JAKE RICHTER DIRECTOR 0.50 X 0 0 0 MARTIN RICHTER DIRECTOR 0.50 X 1100 0 0 MARY MARGARET RICHTER DIRECTOR 0.50 X 0 0 0 KELLY RILEY DIRECTOR 0.50 X 250 0 0 GORDON H ROBERTS DIRECTOR 0.50 X 0 0 0 ROZANNE ROSENTHAL DIRECTOR 0.50 X 0 0 0 CHARLIE ROYER III DIRECTOR 0.50 X 1100 0 0 EDDIE SANDOVAL III DIRECTOR 0.50 X 400 0 0 MIKE SANDS DIRECTOR 0.50 X 500 0 0 THOMAS B SAUNDERS V DIRECTOR 0.50 X 124552 0 0 PHILIP L SCHUTTS DIRECTOR 0.50 X 12000 0 0 MORRIS L SHEATS II DIRECTOR 0.50 X 50 0 0 KELLY THOMPSON DIRECTOR 0.50 X 0 0 0 THEO THOMPSON DIRECTOR 0.50 X 1100 0 0 TODD TIPPETT DIRECTOR 0.50 X 400 0 0 RANDY UPSHAW DIRECTOR 0.50 X 500 0 0 ROSARIO VILLALPANDO DIRECTOR 0.50 X 0 0 0 ADAM J WALDECK DIRECTOR 0.50 X 0 0 0 MICHAEL D WARNER DIRECTOR 0.50 X 400 0 0 RANDY WATSON DIRECTOR 0.50 X 0 0 0 A B WHARTON DIRECTOR 0.50 X 0 0 0 J R WILLIAMS III DIRECTOR 0.50 0.20 X 0 0 0 PHILIP C WILLIAMSON DIRECTOR 0.50 X 0 0 0 JAMES WOOD DIRECTOR 0.50 X 0 0 0 RODNEY WOODSON DIRECTOR 0.50 X 0 0 0 BOB R WRIGHT DIRECTOR 0.50 X 0 0 0 GEORGE M YOUNG JR DIRECTOR 0.50 X 0 0 0 BILL BARCLAY HONORARY VICE PRESIDENT 0.50 X 0 0 0 MARTIN BOWEN HONORARY VICE PRESIDENT 0.50 X 0 0 0 L O BRIGHTBILL III HONORARY VICE PRESIDENT 0.50 X 0 0 0 R A BROWN HONORARY VICE PRESIDENT 0.50 X 0 0 0 R A CANTRELL JR HONORARY VICE PRESIDENT 0.50 X 0 0 0 I B CHAPMAN II HONORARY VICE PRESIDENT 0.50 X 0 0 0 JOHN B COLLIER IV HONORARY VICE PRESIDENT 0.50 X 0 0 0 RICHARD L CONNOR HONORARY VICE PRESIDENT 0.50 X 0 0 0 EARL COX HONORARY VICE PRESIDENT 0.50 X 0 0 0 DAN CRAINE HONORARY VICE PRESIDENT 0.50 X 0 0 0 WILLIAM S DAVIS HONORARY VICE PRESIDENT 0.50 X 0 0 0 JOHN E DUDLEY HONORARY VICE PRESIDENT 0.50 X 0 0 0 RALPH H DUGGINS HONORARY VICE PRESIDENT 0.50 X 0 0 0 GENE GRAY HONORARY VICE PRESIDENT 0.50 X 0 0 0 MARCUS HILL HONORARY VICE PRESIDENT 0.50 X 0 0 0 EDWARD HUDSON JR HONORARY VICE PRESIDENT 0.50 X 0 0 0 T E JERNIGAN HONORARY VICE PRESIDENT 0.50 X 600 0 0 WAYNE C JORDAN HONORARY VICE PRESIDENT 0.50 X 100 0 0 JIM KELLEY HONORARY VICE PRESIDENT 0.50 X 350 0 0 WILLIAM A LANDRETH JR HONORARY VICE PRESIDENT 0.50 X 0 0 0 ARVIL J LEWIS HONORARY VICE PRESIDENT 0.50 X 0 0 0 MANUEL LOPEZ III HONORARY VICE PRESIDENT 0.50 X 0 0 0 G MALCOLM LOUDEN HONORARY VICE PRESIDENT 0.50 X 0 0 0 ANNE W MARION HONORARY VICE PRESIDENT 0.50 X 0 0 0 KAYE BUCK MCDERMOTT HONORARY VICE PRESIDENT 0.50 X 0 0 0 WILLIAM E MCKAY HONORARY VICE PRESIDENT 0.50 X 0 0 0 RONNIE MCNUTT HONORARY VICE PRESIDENT 0.50 X 3000 0 0 JOHN L MERRILL HONORARY VICE PRESIDENT 0.50 X 0 0 0 BILLY MINICK HONORARY VICE PRESIDENT 0.50 X 0 0 0 W A MONCRIEF JR HONORARY VICE PRESIDENT 0.50 X 0 0 0 JOSEPH A MONTELEONE HONORARY VICE PRESIDENT 0.50 X 0 0 0 BOB MOORHOUSE HONORARY VICE PRESIDENT 0.50 X 300 0 0 DAN NANCE HONORARY VICE PRESIDENT 0.50 X 0 0 0 FRANK L NEVE III HONORARY VICE PRESIDENT 0.50 X 0 0 0 GARY H PACE HONORARY VICE PRESIDENT 0.50 X 0 0 0 JOHN V ROACH HONORARY VICE PRESIDENT 0.50 X 0 0 0 CHARLES R ROLLINS HONORARY VICE PRESIDENT 0.50 X 0 0 0 CHRIS SCHARBAUER HONORARY VICE PRESIDENT 0.50 X 0 0 0 ABEL SANCHEZ HONORARY VICE PRESIDENT 0.50 X 0 0 0 W A SCHMID III HONORARY VICE PRESIDENT 0.50 X 0 0 0 ALAN SCHUTTS HONORARY VICE PRESIDENT 0.50 X 0 0 0 BOB SEMPLE HONORARY VICE PRESIDENT 0.50 X 0 0 0 DAVID J SIMONS HONORARY VICE PRESIDENT 0.50 X 0 0 0 VERNELL STURNS HONORARY VICE PRESIDENT 0.50 X 0 0 0 CLIFF TEINERT HONORARY VICE PRESIDENT 0.50 X 0 0 0 JOHN R THOMPSON JR HONORARY VICE PRESIDENT 0.50 X 0 0 0 DON E WEEKS HONORARY VICE PRESIDENT 0.50 X 0 0 0 BERT WILLIAMS HONORARY VICE PRESIDENT 0.50 X 0 0 0 J ROGER WILLIAMS HONORARY VICE PRESIDENT 0.50 X 0 0 0 TOM L WOODWARD HONORARY VICE PRESIDENT 0.50 X 700 0 0 JESSICA BIRGE DEPARTMENT CO-MANAGER 40.00 X 121635 0 57895 GINNY BROWN ACCOUNTING MANAGER 40.00 X 152387 0 90945 SUSIE MITCHELL HEIL ADMINISTRATIVE ASSISTANT 40.00 X 125290 0 68067 DANA LEWIS ADMINISTRATIVE MANAGER 40.00 X 165654 0 12103 STEFAN MARCHMAN DEPARTMENT MANAGER 40.00 X 132083 0 58655 BRUCE MCCARTY EXECUTIVE VICE PRESIDENT 40.00 X 207785 0 111281 LAUREN MURRAY DEPARTMENT MANAGER 40.00 X 134640 0 48408 PAM WRIGHT DEPARTMENT MANAGER 40.00 X 169095 0 81846 2051896 0 649138 10 0 1 0 RAFTER G RODEO COMPANY 9140 CR 353 TERRELL TX 75161 RODEO STOCK CONTRACTOR 919000 SOUTHLAKE COMM CONST MGMT PO BOX 471330 FORT WORTH TX 76147 PARKING LOT CONTRACTOR 296516 CROWN PPS LLC 404 W KENNEDALE PK KENNEDALE TX 76060 PRINTED PRODUCTS 293546 COBURN'S CATERING 801 N MAIN ST FORT WORTH TX 76164 CATERING CONTRACTOR 168080 NRG 3101 SWEETBRIAR LN FORT WORTH TX 76109 LIVE ENTERTAINMENT CONTRACTOR 161832 14 806127 806127 RODEO & LIVESTOCK SHOW 900099 29287110 29287110 29287110 484347 484347 10963467 10302077 661390 661390 661390 12839 1808 11031 11031 31250005 29298141 0 1145737 916432 916432 581500 581500 600055 480044 120011 4235799 3594884 640915 531602 445727 85875 250278 209848 40430 355729 298265 57464 95692 95692 60817 60817 119001 119001 128836 128836 583998 583998 52723 52723 127357 127357 337749 236064 101685 52688 52688 156522 125218 31304 235583 188466 47117 STOCK SHOW 10675788 10675788 LIVESTOCK SALE 5802701 5802701 RODEO 3388440 3388440 POSTAGE 71065 71065 96228 78901 17327 29456583 27677341 1779242 0 140175 492589 2285059 81804 323002 2012513 8536 6728 25915 67871 3224746 1925139 1004599 1299607 24929783 23981662 4270207 4511262 102000 254856 33089276 32708892 208582 200751 12486242 12110628 320000 240000 2158226 4272231 15173050 16823610 X 15204592 12950442 2711634 2934840 17916226 15885282 33089276 32708892 X 1793422 -1729224 -2095142 X X 0 1 X 1 0 X 694980 687835 666704 787214 806127 3642860 19219347 18195922 19476329 20743170 29299949 106934717 19914327 18883757 20143033 21530384 30106076 110577577 0 89473 119935 101702 2814 313924 89473 119935 101702 2814 313924 110263653 336553 351750 445184 570252 484347 2188086 336553 351750 445184 570252 484347 2188086 20250880 19235507 20588217 22100636 30590423 112765663 0.97780 0.97500 0.01940 0.02100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 860916 209424 651492 2163977 1557751 606226 199853 157964 41889 1299607 PRIVATE EQUITY FUND 3933641 F REAL ESTATE INVESTMENT TRUSTS 577621 F 4511262 DEFINED BENEFIT PLAN 4272231 4272231 X 21505745 -1729224 -2093334 -3822558 25328303 119001 5802701 5921702 31250005 23536689 1808 1808 23534881 119001 5802701 5921702 29456583 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, 2020 AND 2019. 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, 2020 AND 2019. 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: MERCHANDISE COST OF GOODS SOLD 1,808. 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 -2,095,142. PART XI, LINE 4B - OTHER ADJUSTMENTS: LIVESTOCK COST OF GOODS SOLD 5,802,701. PART XII, LINE 2D - OTHER ADJUSTMENTS: MERCHANDISE COST OF GOODS SOLD 1,808. PART XII, LINE 4B - OTHER ADJUSTMENTS: LIVESTOCK COST OF GOODS SOLD 5,802,701. 1 BOTANICAL RESEARCH INSTITUTE 1700 UNIVERSITY DR FORT WORTH TX 76107 752198196 501(C)(3) 15000 EDUCATION COOK CHILDRENS MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 752051646 501(C)(3) 32000 EDUCATION FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY ST FORT WORTH TX 76107 750755335 501(C)(3) 50000 EDUCATION JUNIOR LEAGUE OF FORT WORTH 255 BAILEY AVE FORT WORTH TX 76107 756022377 501(C)(3) 10000 EDUCATION MUSTANG HERITAGE FOUNDATION PO BOX 979 GEORGETOWN TX 78626 880512149 501(C)(3) 104628 EDUCATION NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM 2401 SCOTT AVE FORT WORTH TX 76103 752961984 501(C)(3) 10000 EDUCATION NATIONAL COWGIRL MUSEUM & HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 751486136 501(C)(3) 50000 EDUCATION PROFESSIONAL RODEO COWBOYS ASSOCIATION 101 PRO RODEO DR COLORADO SPRINGS TX 80919 840414922 501(C)(6) 5000 EDUCATION SUSAN G KOMEN FOR THE CURE PO BOX 101328 FORT WORTH TX 76185 751835298 501(C)(3) 31950 EDUCATION TARRANT CHURCHES TOGETHER 2601 CLOVER LN FORT WORTH TX 76107 756004721 501(C)(3) 17000 EDUCATION TARRANT COUNTY BLACK HISTORIC & GENEALOGICAL SOCIETY PO BOX 50483 FORT WORTH TX 76105 751790805 501(C)(3) 5000 EDUCATION TEXAS FFA FOUNDATION 614 E 12TH ST AUSTIN TX 78701 742520515 501(C)(3) 10000 EDUCATION UNITY UNLIMITED INC 2119 HARRISON AVE FORT WORTH TX 76110 752901335 501(C)(3) 5000 EDUCATION WEATHERFORD COLLEGE FOUNDATION 225 COLLEGE PARK DR WEATHERFORD TX 76086 751593084 501(C)(3) 5000 EDUCATION 14 EQUINE SCHOLARSHIPS 32 53500 VARIOUS SCHOLARSHIPS 28 52500 CALF SCRAMBLE STUDENT AG AWARDS AND SCHOLARSHIPS 326 310000 HEIFER BEEF CHALLENGE SCHOLARSHIPS 41 87000 ART CONTEST SCHOLARSHIPS 14 16500 COMMERCIAL HEIFER SCHOLARSHIPS 11 8500 TEXAS M.A.D.E. 18 37000 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 374015 0 210000 0 0 0 94850 0 25088 0 703953 0 0 0 JESSICA BIRGE DEPARTMENT CO-MANAGER 110635 0 11000 0 0 0 45861 0 12034 0 179530 0 0 0 GINNY BROWN ACCOUNTING MANAGER 137387 0 15000 0 0 0 78842 0 12103 0 243332 0 0 0 SUSIE MITCHELL HEIL ADMINISTRATIVE ASSISTANT 113990 0 11300 0 0 0 56012 0 12055 0 193357 0 0 0 DANA LEWIS ADMINISTRATIVE MANAGER 150654 0 15000 0 0 0 0 0 12103 0 177757 0 0 0 STEFAN MARCHMAN DEPARTMENT MANAGER 120083 0 12000 0 0 0 46567 0 12088 0 190738 0 0 0 BRUCE MCCARTY EXECUTIVE VICE PRESIDENT 188785 0 19000 0 0 0 99178 0 12103 0 319066 0 0 0 LAUREN MURRAY DEPARTMENT MANAGER 122640 0 12000 0 0 0 36320 0 12088 0 183048 0 0 0 PAM WRIGHT DEPARTMENT MANAGER 153895 0 15200 0 0 0 69743 0 12103 0 250941 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. PHILIP C WILLIAMSON BRAND AMBASSADOR FOR WILLIAMSON-DICKIE MFG CO AND DIRECTOR OF ORGANIZATION 270000 WILLIAMSON-DICKIE MANUFACTURING COMPANY PROVIDED SPONSORSHIPS TO THE STOCK SHOW. 0 JAMES WOOD OWNER OF N. TX CHEVY DEALERS AND DIRECTOR OF ORGANIZATION 250000 NORTH TEXAS CHEVY DEALERS PROVIDED SPONSORSHIPS TO THE STOCK SHOWS. 0 THOMAS SAUNDERS V INDEPENDENT CATTLEMAN AND DIRECTOR OF ORGANIZATION 124552 MR. SAUNDERS PROVIDES CATTLE AND LABOR FOR A VARIETY OF EVENTS DURING THE STOCK SHOW. 0 J LUTHER KING JR OWNER AND PRINCIPAL OF LKCM AND DIRECTOR OF ORGANIZATION. 124742 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. 0 FORM 990, PART VI, SECTION A, LINE 2 EDWARD P. BASS AND LEE M. BASS HAVE A FAMILY RELATIONSHIP. ROBERT M. LANSFORD, MARK LANSFORD, AND R. MIKE LANSFORD HAVE A FAMILY RELATIONSHIP. CHARLES B. MONCRIEF, KIT MONCRIEF, AND BRADFORD S. BARNES HAVE A FAMILY RELATIONSHIP. CHARLES B. MONCRIEF, KIT MONCRIEF, AND CHARLIE ROYER III HAVE A FAMILY RELATIONSHIP. CHARLIE ROYER III, ED FARMER BEGGS II, GEORGE BEGGS IV, AND CHARLIE GEREN HAVE A FAMILY RELATIONSHIP. CHRIS QUINN AND F. D. QUINN III HAVE A FAMILY RELATIONSHIP. PAXTON MOTHERAL, CRAWFORD EDWARDS, CHARLIE GEREN, MARY MARGARET RICHTER, MARTIN RICHTER, AND RANDY RODGERS HAVE A FAMILY RELATIONSHIP. JON BRUMLEY AND JONNY BRUMLEY HAVE A FAMILY RELATIONSHIP. PHILIP L. SCHUTTS AND J. R. WILLIAMS III HAVE A FAMILY RELATIONSHIP. LOUIS E. MARTIN III AND KATE JOHNSON HAVE A FAMILY RELATIONSHIP. JIM CALHOUN JR. AND THOMAS B. SAUNDERS V HAVE A FAMILY RELATIONSHIP. MICHAEL B. HARRISON AND CHRIS HARRISON HAVE A FAMILY RELATIONSHIP. TRENT PRIM AND BRAD BARNES HAVE A FAMILY RELATIONSHIP. WILLIAM C. ANDERSON AND WILLIAM D. RATLIFF IV HAVE A FAMILY RELATIONSHIP. GILBERT GAMEZ, JR. AND GILBERT GAMEZ, III HAVE A FAMILY RELATIONSHIP. PHILIP L. SCHUTTS AND SHERMAN JONES HAVE A FAMILY RELATIONSHIP. JOHN L. LEWIS AND DANA LEWIS HAVE A FAMILY RELATIONSHIP. JOHN P. BOSWELL AND LOWELL BOSWELL HAVE A FAMILY RELATIONSHIP. BAILEY MCGUIRE AND DEBRA JOHNSON HEAD HAVE A FAMILY RELATIONSHIP. MORRIS L. SHEATS II AND JOHN R. THOMPSON JR. HAVE A FAMILY RELATIONSHIP. WILLIAM C. ANDERSON, WILLIAM D. RATLIFF III, AND WILLIAM D. RATLIFF IV HAVE A FAMILY RELATIONSHIP. EDWARD P. BASS AND LEE M. BASS HAVE A BUSINESS RELATIONSHIP. KENNETH K. LEIBER, PETE BONDS, CRAWFORD EDWARDS, AND W.R. WATT JR. HAVE A BUSINESS RELATIONSHIP. JOHN P. BOSWELL, CHARLIE GEREN, GREG MORSE, AND DEE KELLY JR. HAVE A BUSINESS RELATIONSHIP. MIKE BERRY AND ROSS PEROT JR. HAVE A BUSINESS RELATIONSHIP. MATTHEW R. CARTER AND EDWARD P. BASS HAVE A BUSINESS RELATIONSHIP. JON BRUMLEY AND JONNY BRUMLEY HAVE A BUSINESS RELATIONSHIP. PHILIP L. SCHUTTS AND CHARLIE ROYER III HAVE A BUSINESS RELATIONSHIP. RANDY RODGERS AND J. LUTHER KING JR. HAVE A BUSINESS RELATIONSHIP. W.R. WATT JR., RANDY RODGERS, J. LUTHER KING JR., AND BOB GLENN HAVE A BUSINESS RELATIONSHIP. BRADFORD S. BARNES AND RODNEY WOODSON HAVE A BUSINESS RELATIONSHIP. GILBERT GAMEZ JR. AND CHARLIE GEREN HAVE A BUSINESS RELATIONSHIP. FLN NEVE AND CHARLIE ROYER III HAVE A BUSINESS RELATIONSHIP. MICHELE HAHNFELD, ADAM WALDECK, SHERMAN JONES, AND MARSH WORTHAM HAVE A BUSINESS RELATIONSHIP. SCOTT PRINCE, F. D. QUINN III, AND FLN NEVE HAVE A BUSINESS RELATIONSHIP. THEO THOMPSON AND GORDON H. ROBERTS HAVE A BUSINESS RELATIONSHIP. MARTIN RICHTER AND MARY MARGARET RICHTER HAVE A BUSINESS RELATIONSHIP. PETE BONDS AND WILLIAM C. ANDERSON HAVE A BUSINESS RELATIONSHIP. WILLIAM W. MEADOWS AND EDWARD P. BASS HAVE A BUSINESS RELATIONSHIP. WILLIAM W. MEADOWS, EDWARD P. BASS, AND JON BRUMLEY HAVE A BUSINESS RELATIONSHIP. CRAWFORD EDWARDS AND RANDY RODGERS HAVE A BUSINESS RELATIONSHIP. JOHN MENZIES AND MADELON L. BRADSHAW HAVE A BUSINESS RELATIONSHIP. PAXTON MOTHERAL AND CRAWFORD EDWARDS HAVE A BUSINESS RELATIONSHIP. MARK LANSFORD AND GORDON H. ROBERTS HAVE A BUSINESS RELATIONSHIP. PHILIP L. SCHUTTS AND RANDY RODGERS HAVE A BUSINESS RELATIONSHIP. JOHN P. BOSWELL AND TREY GORDON HAVE A BUSINESS RELATIONSHIP. W.R. WATT JR. AND LUTHER KING JR. HAVE A BUSINESS RELATIONSHIP. W.R. WATT JR. AND BOB GLENN HAVE A BUSINESS RELATIONSHIP. W.R. WATT JR. AND RANDY RODGERS HAVE A BUSINESS RELATIONSHIP. PAT HAMILTON AND BOB GLENN HAVE A BUSINESS RELATIONSHIP. ROLAND JOHNSON AND LARRY ANFIN HAVE A BUSINESS RELATIONSHIP. ROBERT W. SEMPLE AND MARK NURDIN HAVE A BUSINESS RELATIONSHIP. BAILEY MCGUIRE AND DEBRA JOHNSON HEAD HAVE A BUSINESS RELATIONSHIP. DAN L. ADAMS AND BILL BARCLAY HAVE A BUSINESS RELATIONSHIP. J.T. DICKENSON AND W. R. WATT JR. HAVE A BUSINESS RELATIONSHIP. PHILIP L. SCHUTTS AND CHARLIE ROYER III 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 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 -2,095,142. 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 SUITE 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 1 0 0 1 1 0 1 0 0 AGRICULTURAL DEVELOPMENT FUND - GENERAL & ADMINISTRATIVE EXPENSES Q 5296374 FMV