FMH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FMH FOUNDATION (EIN 27-2504803)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104582
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:56:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204071508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNER & TILLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 N LORAINE ST | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272504803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F M H FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FMHF | BusinessNameControlTxt |
| Phone | 4326827924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51310 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 797101310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA BUCKNER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4326875577 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH TILLEY | PreparerPersonNm |
| PTIN | P01330223 | PTIN |
| Phone | 4326875577 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.219.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:53:18 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00A2D78218E1E3A693357FA4C81E405E624C40F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00A2D78218E1E3A693357FA4C81E405E624C40F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,930,119 | 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 | $94,367,330 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,853,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,840,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,186,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,046,609 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,186,265 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,752,265 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,752,265 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,159,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,778,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,770 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,693 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,078 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $251,420 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,855 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $188,565 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,938 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,234 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,703 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,088 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,088 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $376,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $376,017 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,351,290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,700,415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,570 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,159,454 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,159,454 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $87,616 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $87,616 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,078 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,269 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,808 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,782,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,758,301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,155,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,182,942 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $341,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,882,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,882,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,038,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,182,942 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,223,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,121,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,595,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $579,970 | CashBOYAmt |
| Cash EOY | $1,693,026 | CashEOYAmt |
| Cash EOYFMV | $1,693,026 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,423,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,654,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,654,822 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,354,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,311,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,805,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,981,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,378,705 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,758,978 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,913,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,837,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,616,514 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $63,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,269 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $23,677 | LandBOYAmt |
| Land EOY | $22,928 | LandEOYAmt |
| Land EOYFMV | $22,928 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $77,499,109 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85,378,177 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,276,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,398,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,930,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $90,916,476 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $185,283,806 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$6,639,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,114,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,276,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,398,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,276,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $198,398,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,276,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,121,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $198,398,491 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $198,398,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES-MANAGED PORTFOLIO LONG TERM | P | $12,488,213 | $11,416,082 | $1,072,131 | $1,072,131 |
| MARKETABLE SECURITIES-MANAGED PORTFOLIO SHORT TERM | P | $5,440,887 | $5,444,262 | -$3,375 | -$3,375 |
| CAPITAL GAINS DIVIDENDS | P | $117,509 | $117,509 | $117,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,186,265 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,621,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,826,916 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,306,242 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,644,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058173 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,445,643 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,625,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,230,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,846,713 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,409,233 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,338,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063086 | DistributionYr5Rt |
| Total Distribution | 0.290444 | TotalDistributionRt |
| Average Distribution | 0.058089 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $196,552,385 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,417,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $365,957 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,783,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,223,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $365,957 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $365,957 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $365,957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $621,133 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $380,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $41,303 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,042,436 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $676,479 | OverpaymentAmt |
| Applied To ES Tax | $676,479 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FMHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FMH FOUNDATION ATTN L BUCKNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4326827924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51310 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79710 | 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 |
|---|---|---|---|---|---|---|---|---|
| GLENN A ROGERS | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| EILEEN PIWETZ | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | EXECUTIVE DIRECTOR | 40.00 | $259,810 | $8,357 | $0 |
| LAURA MCCABE | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA BUCKNER | ||||||||
| PO BOX 7963 | MIDLAND | TX | 79708 | TREASURER | 1.00 | $0 | $0 | $0 |
| TEVIS HERD | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HIRES | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | PROJECT MANAGER | 40.00 | $99,060 | $3,422 | $0 |
| DICKSON | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | GRANT MANAGER | 40.00 | $92,560 | $2,869 | $0 |
| DOMINGUEZ | ||||||||
| PO BOX 51310 | MIDLAND | TX | 79710 | OFFICE MANAGER | 40.00 | $61,258 | $1,884 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGEMENT | $202,819 |
| WELLS FARGO BANK NA | |||||
| 500 W TEXAS AVE SUITE 100 | MIDLAND | TX | 79701 | INVESTMENT MANAGEMENT | $188,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $112,692,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,511,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,341,557 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,545,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,545,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,993,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,552,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,827,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,827,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $365,957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $365,957 | TotalTaxAmt |
| Distributable Before Adj | $9,461,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,461,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,461,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,223,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,223,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $365,957 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,857,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,461,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,506 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $30,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $353,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,130,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,804,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,223,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,461,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,762,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,567,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $290,506 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,276,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $30,672 | ExcessFromYear3Amt |
| Excess From Year2 | $353,397 | ExcessFromYear2Amt |
| Excess From Year1 | $1,130,377 | ExcessFromYear1Amt |
| Excess From Current Year | $6,762,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABLE CENTER FOR INDEPENDENT LIVING | ||||||
| 4803 PLAZA BLVD STE 401 | ODESSA | TX | 79762 | PC | PROGRAM EQUIPMENT | $20,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 4400 N BIG SPRING ST C32 | MIDLAND | TX | 79705 | PC | EDUCATION CONFERENCE | $10,000 |
| APHASIA CENTER OF WEST TEXAS | ||||||
| 5214 THOMASON DRIVE | MIDLAND | TX | 79703 | PC | OPERATING EXPENSE | $36,000 |
| ARC OF TEXAS INC - SAN ANGELO | ||||||
| 2424 JACKSBORO HIGHWAY | FORT WORTH | TX | 76114 | PC | PROGRAM EXPENSE | $30,000 |
| ARTS COUNCIL OF MIDLAND | ||||||
| PO BOX 3494 | MIDLAND | TX | 79702 | PC | ART PROJECT: SCULPTURE | $52,000 |
| BOYS & GIRLS CLUB OF MIDLAND INC | ||||||
| 1321 S GOODE ST | MIDLAND | TX | 79701 | PC | ART PROGRAM | $40,000 |
| BUSH TENNIS CENTER | ||||||
| 5700 BRIARWOOD AVE | MIDLAND | TX | 79707 | PC | PLAYGROUND | $65,000 |
| CACTUS HEALTH SERVICES INC | ||||||
| 700 N MAIN | FORT STOCKTON | TX | 79735 | PC | PROGRAM EXPENSE | $2,950 |
| CASA OF WEST TEXAS | ||||||
| 1611 W TEXAS AVE | MIDLAND | TX | 79701 | PC | CAPITAL PROJECT | $200,000 |
| CASSAT IN THE BASIN | ||||||
| 2105 REDBUD AVE | ODESSA | TX | 79761 | PC | MUSIC EDUCATION PROGRAM | $75,000 |
| CENTERS FOR CHILDREN AND FAMILIES INC | ||||||
| 3701 ANDREWS HWY | MIDLAND | TX | 79703 | PC | PROGRAM EXPENSE | $50,000 |
| CLUB FT DAVIS | ||||||
| PO BOX 535 | FORT DAVIS | TX | 79734 | PC | AFTER SCHOOL PROGRAM | $15,000 |
| COMMUNITY CHILDREN'S MINISTRY CLINIC | ||||||
| 1101 EAST FRONT STREET | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $25,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | PC | OPERATING EXPENSE | $50,000 |
| CRISIS CENTER OF WEST TEXAS | ||||||
| 910 S GRANT AVE B | ODESSA | TX | 79761 | PC | OPERATING EXPENSE | $80,000 |
| ECISD EDUCATION FOUNDATION | ||||||
| 802 N SAM HOUSTON AVE | ODESSA | TX | 79761 | PC | PROGRAM EXPENSE: UNIFORMS | $180,000 |
| FAMILY PROMISE OF MIDLAND TEXAS INC | ||||||
| 2908 W OHIO | MIDLAND | TX | 79701 | PC | CAPITAL PROJECT | $300,000 |
| FAMILY PROMISE OF ODESSA INC | ||||||
| 1354 E 6TH ST | ODESSA | TX | 79761 | PC | OPERATING EXPENSE | $10,000 |
| FIRST RESPONSE MINISTRY INC | ||||||
| 401 N GILLIS ST | FORT STOCKTON | TX | 79735 | PC | OPERATING EXPENSE | $160,000 |
| FORT STOCKTON COMMUNITY THEATRE INC | ||||||
| 102 S NELSON ST | FORT STOCKTON | TX | 79735 | PC | CAPITAL PROJECT | $205,000 |
| GIFTS OF HOPE INC | ||||||
| 2006 W TENNESSEE | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $70,000 |
| GREENWOOD VOLUNTEER FIRE DEPARTMENT | ||||||
| 2900 S CO RO 1083 | MIDLAND | TX | 79706 | PC | SPECIALIZED EQUIPMENT | $300,000 |
| HIGH SKY CHILDREN'S RANCH | ||||||
| 8613 W COUNTY RD 60 | MIDLAND | TX | 79707 | PC | CAPITAL PROJECT | $500,000 |
| HISPANIC CULTURAL CENTER OF MIDLAND INC | ||||||
| PO BOX 51404 | MIDLAND | TX | 79710 | PC | CULTURAL ARTS | $25,000 |
| HOSPICE OF MIDLAND INCORPORATED | ||||||
| 911 W TEXAS AVE | MIDLAND | TX | 79701 | PC | MEDICAL EQUIPMENT AND OPERATING EXPENSE | $30,000 |
| JEFF DAVIS COUNTY | ||||||
| 100 COURT AVENUE | FORT DAVIS | TX | 79734 | PC | PROGRAM EMS TRAINING | $38,000 |
| LEE HIGH SCHOOL CHOIR BOOSTER CLUB | ||||||
| 3500 NEELY | MIDLAND | TX | 79707 | PC | MUSIC PERFORMANCE PROGRAM | $20,000 |
| LYNN CO HOSPITAL DISTRICT FOUNDATION | ||||||
| 2600 LOCKWOOD ST | TAHOKA | TX | 79373 | PC | MEDICAL FACILITY | $450,000 |
| MANOR PARK INC | ||||||
| 2208 N LOOP 250 W | MIDLAND | TX | 79707 | PC | CAPITAL PROJECT: COURTYARD | $2,010,000 |
| MARFA PUBLIC RADIO CORPORATION | ||||||
| PO BOX 238 | MARFA | TX | 79843 | PC | OPERATING EXPENSE | $63,500 |
| MARTIN COUNTY COMMUNITY FUND | ||||||
| 400 ST THERESA ST | STANTON | TX | 79782 | PC | EQUIPMENT:TRUCK | $35,000 |
| MARTIN COUNTY CONVENT FOUNDATION INC | ||||||
| PO BOX 1435 | STANTON | TX | 79782 | PC | RESTORATION PROJECT | $370,000 |
| MIDLAND CHILDREN'S REHAB CENTER | ||||||
| 802 VENTURA AVE | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $100,000 |
| MIDLAND COMMUNITY THEATRE | ||||||
| 2000 W WADLEY AVE | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE & INTERN PROGRAM | $165,000 |
| MIDLAND COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 415 W WALL ST SUITE 420 | MIDLAND | TX | 79701 | PC | CHILDREN'S BOOK PROGRAM EXPENSE | $10,000 |
| MIDLAND FAIR HAVENS INC | ||||||
| 2400 WHITMIRE BLVD 100 | MIDLAND | TX | 79705 | PC | EDUCATION PROGRAM | $50,000 |
| MIDLAND FESTIVAL BALLET | ||||||
| PO BOX 52034 | MIDLAND | TX | 79710 | PC | ARTISTIC PRODUCTION | $90,000 |
| MIDLAND MEMORIAL FOUNDATION | ||||||
| 400 R REDFERN GROVER PARKWAY | MIDLAND | TX | 79701 | PC | CAPITAL PROJECT & PROGRAM EXPENSES | $6,020,000 |
| MIDLAND NEED TO READ INC | ||||||
| 1709 W WALL | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $42,000 |
| MIDLAND ODESSA SYMPHONY AND CHORALE INC | ||||||
| PO BOX 60658 | MIDLAND | TX | 79711 | PC | OPERATING EXPENSE | $3,875 |
| MIDLAND RAPE CRISIS CENTER | ||||||
| 1700 N BIG SPRING ST | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $40,000 |
| MIDLAND SHARED SPACES | ||||||
| 3500 N A STREET STE 1100 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $60,000 |
| MIDLAND STORYTELLING FESTIVAL | ||||||
| 800 W TEXAS AVE | MIDLAND | TX | 79701 | PC | FESTIVAL PRODUCTION EXPENSE | $40,000 |
| MISD EDUCATION FOUNDATION | ||||||
| PO BOX 73 | MIDLAND | TX | 79702 | PC | ARTS CAPITAL & PROGRAM PROJECTS | $231,500 |
| MUSEUM OF THE SOUTHWEST | ||||||
| 1705 W MISSOURI AVE | MIDLAND | TX | 79701 | PC | CAPITAL PROJECT: CHILDREN'S MUSEUM | $1,000,000 |
| NON-PROFIT MANAGEMENT CENTER OF PB | ||||||
| 3500 N A STREET STE 2300 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $37,500 |
| ODESSA COUNCIL FOR THE ARTS & HUMANITIES | ||||||
| 415 N GRANT AVE | ODESSA | TX | 79761 | PC | ART PROJECT: SCULPTURE | $50,000 |
| PERMIAN BASIN AREA FOUNDATION | ||||||
| 3312 ANDREWS HWY | MIDLAND | TX | 79703 | PC | SCHOLARSHIP FUND | $10,000 |
| PERMIAN BASIN BOOKIES | ||||||
| 2503 LOOP 250 FRONTAGE RD | MIDLAND | TX | 79705 | PC | PROGRAM EXPENSE | $7,500 |
| PERMIAN BASIN OPERA | ||||||
| 3500 N A ST | MIDLAND | TX | 79705 | PC | PERFORMANCE PROGRAM | $50,000 |
| PERMIAN BASIN PETROLEUM MUSEUM | ||||||
| 1500 I-20 | MIDLAND | TX | 79701 | PC | CAPITAL PROJECT | $800,000 |
| PERMIAN BASIN POETRY SOCIETY | ||||||
| 4513 ANETTA DR | MIDLAND | TX | 79703 | PC | ARTS PROGRAM | $20,000 |
| PERMIAN BASIN PUBLIC TELECOMMUNICATIONS INC | ||||||
| 550 W TEXAS AVE STE 800 | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $75,000 |
| PERMIAN BASIN REGIONAL COUNCIL ON ALCOHOL AND DRUG ABUSE | ||||||
| 120 E SECOND ST | ODESSA | TX | 79761 | PC | OPERATING EXPENSE | $50,000 |
| PERMIAN BASIN REHABILITATION CENTER | ||||||
| 620 N ALLEGHANEY AVE | ODESSA | TX | 79761 | PC | BUILDING AND TECHNOLOGY IMPROVEMENTS | $50,000 |
| PERMIAN BASIN-BE THE CHANGE | ||||||
| 3500 N A ST | MIDLAND | TX | 79705 | PC | MENTAL HEALTH FELLOWSHIP PROGRAM | $10,000 |
| RECORDING LIBRARY OF WEST TEXAS | ||||||
| 3500 N A STREET STE 2800 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $40,000 |
| SAN ANGELO MUSUEM OF FINE ARTS | ||||||
| 1 LOVE STREET | SAN ANGELO | TX | 76903 | PC | ART EDUCATION PROGRAMS | $100,000 |
| SAN ANGELO SYMPHONY SOCIETY | ||||||
| 72 W COLLEGE AVE | SAN ANGELO | TX | 76903 | PC | PERFORMANCE PROGRAM | $20,000 |
| SENIOR LIFE MIDLAND | ||||||
| 3301 SINCLAIR AVE | MIDLAND | TX | 79707 | PC | PROGRAM & OPERATING EXPENSE | $60,000 |
| SHARING HANDS A RESPITE EXPERIENCE | ||||||
| 3500 N A STREET STE 2200 | MIDLAND | TX | 79705 | PC | PROGRAM EXPENSE | $80,000 |
| SIBLEY ENVIRONMENTAL LEARNING CENTER | ||||||
| 1307 E WADLEY | MIDLAND | TX | 79705 | PC | PROGRAM EXPENSE | $27,000 |
| SPRINGBOARD CENTER | ||||||
| 200 CORPORATE DR | MIDLAND | TX | 79705 | PC | CAPITAL PROJECT & PROGRAM SUPPORT | $115,000 |
| TEXAS TECH PHYSICIAN ASSOCIATES | ||||||
| 3601 4TH ST | LUBBOCK | TX | 79430 | PC | PROGRAM EXPENSE | $75,000 |
| UMC FOUNDATION | ||||||
| 602 INDIANA AVE | LUBBOCK | TX | 79415 | PC | HEALTHCARE EQUIPMENT | $250,000 |
| WEST TEXAS COUNSELING & GUIDANCE INC | ||||||
| 36 E TWOHIG AVE STE 600 | SAN ANGELO | TX | 76903 | PC | CAPITAL PROJECT | $250,000 |
| WEST TEXAS FOOD BANK | ||||||
| 1601 WESTCLIFF DR | MIDLAND | TX | 79703 | PC | CAPITAL PROJECT | $250,000 |
| WEST TEXAS JAZZ SOCIETY INC | ||||||
| PO BOX 10832 | MIDLAND | TX | 79702 | PC | ARTS PROGRAM | $20,000 |
| YOUNG MENS CHRISTIAN ASSOCOF MIDLAND TX | ||||||
| 800 N BIG SPRING ST | MIDLAND | TX | 79701 | PC | EQUIPMENT EXPENSE: VAN | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,882,825 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,853,813 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $39,752,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,186,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,792,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,792,343 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| F M HALL ESTATE | |||||||
| 1 | PO BOX 51310 | MIDLAND | TX | 79710 | $13,713,630 | Yes (X) | |
| F M HALL ESTATE | |||||||
| 2 | PO BOX 51310 | MIDLAND | TX | 79710 | $80,653,700 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MINERAL PROPERTIES | NoncashPropertyDesc |
| Fair Market Value | $80,653,700 | FairMarketValueAmt |
| Received | 2019-03-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,175 | Amt |
| Net Investment Income | $3,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,088 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| CANNON COPIER SCANNER | 2018-01-02 | $8,095 | 200DB | 5.000000000000 | $0 | $0 | |
| OFFICE DECO-5 ART PRINTS | 2018-01-02 | $3,019 | 200DB | 7.000000000000 | $0 | $0 | |
| OFFICE NETWORK WIRING & EQUIP | 2018-01-02 | $8,625 | 200DB | 5.000000000000 | $0 | $0 | |
| SOFTWARE-PANDA VIRUS PROTECTION | 2018-01-02 | $400 | SL | 3.000000000000 | $133 | $0 | $133 |
| OFFICE NETWORK WIRING & EQUIP | 2018-01-02 | $378 | 200DB | 5.000000000000 | $0 | $0 | |
| ICE MAKER | 2018-01-02 | $2,589 | 200DB | 7.000000000000 | $0 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2018-01-02 | $24,026 | SL | 39.000000000000 | $616 | $0 | $616 |
| STORAGE CABINET | 2018-01-24 | $385 | 200DB | 7.000000000000 | $0 | $0 | |
| MINI BLINDS BOARD ROOM | 2018-06-07 | $1,600 | 200DB | 7.000000000000 | $0 | $0 | |
| 8 LENOVO NETBOOK COMPUTERS | 2018-02-28 | $5,287 | 200DB | 5.000000000000 | $0 | $0 | |
| J-TOUCH INTERACTIVE DISPLAY | 2018-12-04 | $4,679 | 200DB | 5.000000000000 | $0 | $0 | |
| ALLWORX TELEPHONE SYSTEM | 2019-12-16 | $4,114 | 200DB | 5.000000000000 | $4,114 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 1099 | IdentifierTxt |
| Form And Line Reference | PART VI LINE 6D - BACKUP WITHHOLDING ERRONEOUSLY WITHHELD | FormAndLineReferenceDesc |
| Medium Explanation | FORM 1099 PAYER / PAYER'S TIN / AMOUNT BACKUP WITHHOLDING WITHHELDXTO ENERGY INC / 75-2347769 / $29,065PHILLIPS 66 CO / 37-1652702 / $12,201PHILLIPS 66 CO / 37-1652702 / $ 37 _______TOTAL PART VI LINE 6D $41,303 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE & GOV'T BOND PORTFOLIOS | BondNm |
| EOY Book Value | $30,378,705 | EOYBookValueAmt |
| EOYFMV | $30,758,978 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES PORTFOLIOS | StockNm |
| EOY Book Value | $60,311,999 | EOYBookValueAmt |
| EOYFMV | $74,805,674 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REITS & ALTERNATIVE INVESTMENTS | AT COST | $3,653,116 | $8,428,819 |
| SPECIALTY INVESTMENT FUNDS | AT COST | $4,184,786 | $1,187,695 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| CANNON COPIER SCANNER | $8,095 | $8,095 | $0 | $0 |
| OFFICE DECO-5 ART PRINTS | $3,019 | $3,019 | $0 | $0 |
| OFFICE NETWORK WIRING & EQUIP | $8,625 | $8,625 | $0 | $0 |
| SOFTWARE-PANDA VIRUS PROTECTION | $400 | $266 | $134 | $134 |
| OFFICE NETWORK WIRING & EQUIP | $378 | $378 | $0 | $0 |
| ICE MAKER | $2,589 | $2,589 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $24,026 | $1,232 | $22,794 | $22,794 |
| STORAGE CABINET | $385 | $385 | $0 | $0 |
| MINI BLINDS BOARD ROOM | $1,600 | $1,600 | $0 | $0 |
| 8 LENOVO NETBOOK COMPUTERS | $5,287 | $5,287 | $0 | $0 |
| J-TOUCH INTERACTIVE DISPLAY | $4,679 | $4,679 | $0 | $0 |
| ALLWORX TELEPHONE SYSTEM | $4,114 | $4,114 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS PRODUCING PROPERTY | $32,955,220 | $32,955,220 |
| ACCUMULTED DEPLETION | -$7,879,068 | |
| OIL & GAS NON-PRODUCING PROPERTY | $52,302,357 | $52,302,357 |
| REAL ESTATE MINERAL CLASSIFIED PROPERTY | $120,600 | $120,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,858 | $3,224 | $1,634 |
| DUES & MEMBERSHIP FEES | $3,200 | $0 | $3,200 |
| POSTAGE & SHIPPING | $1,027 | $1,027 | $0 |
| OFFICE SUPPLIES | $3,424 | $3,424 | $0 |
| PRINTING AND COPYING | $1,579 | $1,579 | $0 |
| TELEPHONE | $3,593 | $3,593 | $0 |
| BANK SERVICE FEES | $289 | $289 | $0 |
| PAYROLL SERVICE FEES | $1,504 | $376 | $1,128 |
| OFFICE AND ADMIN EXPENSE | $1,061 | $1,061 | $0 |
| STAFF TRAINING | $1,864 | $466 | $1,398 |
| OIL & GAS MANAGEMENT FEE | $1,330,580 | $1,330,580 | $0 |
| OTHER INVESTMENT EXPENSE | $59,716 | $59,716 | $0 |
| REPAIRS & MAINTENNCE | $1,596 | $1,596 | $0 |
| COMPUTERS, INTERNET, SOFTWARE SUBSCRIPTIONS | $22,553 | $5,638 | $16,915 |
| LEGAL FEEES | $86 | $86 | $0 |
| OIL & GAS PRODUCTION EXPENSE | $345,646 | $345,646 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $33,760,060 | $33,760,060 | $33,760,060 |
| OIL LEASE BONUS INCOME | $5,992,205 | $5,992,205 | $5,992,205 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $376,017 | Amt |
| Net Investment Income | $376,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F MARIE HALL ESTATE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51310 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79710 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $631,304 | $0 | $0 |
| PAYROLL TAXES EMPLOYER | $26,094 | $6,523 | $19,570 |
| FOREIGN TAX ON DIVIDENDS | $73,541 | $73,541 | $0 |
| ROYALTY PRODUCTION TAX | $1,551,228 | $1,551,228 | $0 |
| ROYALTY AD VALOREM TAXES | $69,123 | $69,123 | $0 |
Comments