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PAUL AND KATHERINE MORROW FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PAUL AND KATHERINE MORROW FAMILY FOUNDATION (EIN 45-3981868)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349102595
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T15:54:53-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850214336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON MILLER & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12626 JBS PKWY STE A-200AddressLine1Txt
CityODESSACityNm
State AbbreviationTXStateAbbreviationCd
ZIP79761ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453981868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND KATHERINE MORROW FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone4324259114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MORROWPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4324259114PhoneNum
Signature2018-11-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPEGGY J DEANPreparerPersonNm
PTINP01244205PTIN
Phone4323623800PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.116.175.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm15:54:53IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8BE713F09E6C3E72800F1068FAF64994AC20DE30AtSubmissionCreationDeviceId
At Submission Filing Device Id8BE713F09E6C3E72800F1068FAF64994AC20DE30AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,185,243FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,120DividendsNetInvstIncmAmt
Total Rev And Expnss$504,120TotalRevAndExpnssAmt
Total Net Invst Incm$4,120TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,836OtherProfFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,815OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,815OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$309,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,815TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$194,469ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,046CashBOYAmt
Cash EOY$558,819CashEOYAmt
Cash EOYFMV$558,819CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,795,351SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$901,150SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$901,150SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$598,306USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$617,567USGovtObligationsEOYFMVAmt
Other Assets BOY$1,433,455OtherAssetsBOYAmt
Other Assets EOY$1,409,795OtherAssetsEOYAmt
Other Assets EOYFMV$1,107,707OtherAssetsEOYFMVAmt
Total Assets BOY$3,270,852TotalAssetsBOYAmt
Total Assets EOY$3,468,070TotalAssetsEOYAmt
Total Assets EOYFMV$3,185,243TotalAssetsEOYFMVAmt
Accounts Payable BOY$330AccountsPayableBOYAmt
Accounts Payable EOY$3,079AccountsPayableEOYAmt
Total Liabilities BOY$330TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,079TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,270,522RetainedEarningBOYAmt
Retained Earning EOY$3,464,991RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,270,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,464,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,270,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,468,070TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,270,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$194,469ExcessRevenueOverExpensesAmt
Subtotal$3,464,991SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,464,991TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$307,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,274,256NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.093914DistributionYr1Rt
Adjusted Qlfy Distri Yr2$290,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,664,666NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.079134DistributionYr2Rt
Adjusted Qlfy Distri Yr3$304,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,945,203NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077144DistributionYr3Rt
Adjusted Qlfy Distri Yr4$222,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,211,600NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052850DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,670,707AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,337,062NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.385216DistributionYr5Rt
Total Distribution0.688258TotalDistributionRt
Average Distribution0.137652AverageDistributionRt
Net Vl Noncharitable Assets$3,010,655NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$414,423AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$414,423AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,537EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,537TotalPaymentsAndCreditsAmt
Overpayment$1,537OverpaymentAmt
Applied To ES Tax$1,537AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARCIA WALKERIndividualWithBooksNm
Phone4325632766PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL MORROW
PO BOX 61447MIDLANDTX79711DIRECTOR000.00$0$0$0
KATHERINE MORROW
PO BOX 61447MIDLANDTX79711DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS AND OTHER DISTRIBUTIONS MADE DIRECTLY TO VARIOUS ORGANIZATIONS THAT HAVE BEEN DEEMED COMPATIBLE WITH, AND WOULD HELP FURTHER, THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSE.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$308,783AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,648,683AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,099,037FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,056,503TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,056,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,010,655NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,533MinimumInvestmentReturnAmt
Distributable Before Adj$150,533DistributableBeforeAdjAmt
Distributable Before Ded$150,533DistributableBeforeDedAmt
Distributable As Adjusted$150,533DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,000ExpensesAndContributionsAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$300,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$150,533DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,432,805ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,432ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,953ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$143,787ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,803,916TotalExcessDistributionCyovAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Applied To Current Year$150,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$149,467RemainingDistriFromCorpusAmt
Total Corpus$1,953,383TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,432,805ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$520,578ExcessDistriCyovToNextYrAmt
Excess From Year4$12,432ExcessFromYear4Amt
Excess From Year3$107,953ExcessFromYear3Amt
Excess From Year2$106,939ExcessFromYear2Amt
Excess From Year1$143,787ExcessFromYear1Amt
Excess From Current Year$149,467ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN OPINION FOUNDATION
750 N HICKORY FARM LNAPPLETONWI54914501C3OPERATIONS$1,000
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902501C3OPERATIONS$35,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703501C3OPERATIONS$1,000
BASIN PBS
PO BOX 8940MIDLANDTX79708501C3OPERATIONS$1,000
BE THE CHANGE
3500 NORTH A ST 1600AMIDLANDTX79705501C3OPERATIONS$500
BIG BROS BIG SIS OF MIDLAND
1007 W TEXAS AVEMIDLANDTX79701501C3OPERATIONS$2,500
BOYS & GIRLS CLUB OF MIDLAND
PO BOX 284MIDLANDTX79702501C3OPERATIONS$10,000
BRIDGES INTERNATIONAL
100 LAKE HART DRORLANDOFL32832501C3OPERATIONS$500
BYNUM SCHOOL
8404 W COUNTY RD 60MIDLANDTX79707501C3OPERATIONS$2,500
CARNEGIE LIBRARY OF BALLINGER
204 N 8TH STBALLINGERTX76821501C3OPERATIONS$500
CASA DE AMIGOS OF MIDLAND TX
1101 E GARDEN LANEMIDLANDTX79701501C3OPERATIONS$3,000
CENTERS FOR CHILDREN & FAMILIES
1004 N BIG SPRING ST STEMIDLANDTX79701501C3OPERATIONS$3,000
COMMUNITIES IN SCHOOLS OFTHE PERMIA
PO BOX 10532MIDLANDTX79702501C3OPERATIONS$2,500
DOMINICAN DEVELOPMENT GROUP
PO BOX 661ELLENTONFL34222501C3OPERATIONS$75,000
FREE WHEELCHAIR MISSION
15279 ALTON PKWY STE 300IRVINECA92618501C3OPERATIONS$25,000
GEORGE W BUSH CHILDHOOD HOME
PO BOX 8586MIDLANDTX79708501C3OPERATIONS$500
HIGH SKY CHILDRENS RANCH
8701 W CO RD 60MIDLANDTX79707501C3OPERATIONS$1,000
HILLCREST SCHOOL
3510 N A ST CMIDLANDTX79705501C3OPERATIONS$5,000
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20037501C3OPERATIONS$50,000
MARC INC
2701 NORTH A STREETMIDLANDTX79705501C3OPERATIONS$10,000
MIDLAND AREA AIDS SUPPORT
3504 BOYD AVEMIDLANDTX79707501C3OPERATIONS$5,000
MIDLAND CHILDRENS REHAB CTR
802 VENTURA AVEMIDLANDTX79705501C3OPERATIONS$1,000
MIDLAND COLLEGE FOUNDATION
3600 N GARFIELDMIDLANDTX79705501C3OPERATIONS$1,000
MIDLAND COMMUNITY THEATRE
2000 W WADLEYMIDLANDTX79705501C3OPERATIONS$7,500
MIDLAND COUNTY PUBLIC LIBRARY FOUND
PO BOX 1634MIDLANDTX79702501C3OPERATIONS$1,000
MIDLAND NEED TO READ
1709 W WALL STMIDLANDTX79701501C3OPERATIONS$1,000
MISSION AGAPE
PO BOX 3419MIDLANDTX79702501C3OPERATIONS$2,500
MUSEUM OF THE SOUTHWEST
1705 W MISSOURI AVEMIDLANDTX79701501C3OPERATIONS$1,000
NONPROFIT MANAGEMENT CENTER
3500 NORTH A ST 2300MIDLANDTX79705501C3OPERATIONS$7,500
OPERATION ENDURING SUPPORT
5900 DEEP SPRING COVEAUSTINTX78730501C3OPERATIONS$5,000
PALMER DRUG ABUSE PROGRAM
413 N BAIRD STMIDLANDTX79701501C3OPERATIONS$1,000
PERMIAN BASIN FELLOWSHIP OF CHRISTI
3500 NORTH A ST 2600MIDLANDTX79705501C3OPERATIONS$500
PERMIAN BASIN REHAB CENTER
620 N ALLEGHANEYODESSATX79761501C3OPERATIONS$7,500
PRESBYTERIAN CHILDRENS HOME
2801 N GARFIELD STMIDLANDTX79705501C3OPERATIONS$500
SAFE PLACE OF THE PERMIAN BASIN
PO BOX 11331MIDLANDTX79702501C3OPERATIONS$5,000
SAVE THE CHILDREN FEDERATION
54 WILTON ROADWESTPORTCT06880501C3OPERATIONS$2,500
SERVLIFE INTERNATIONAL INC
5610 BROADWAY STINDIANAPOLISIN46220501C3OPERATIONS$2,500
SHARE
3500 NORTH A STMIDLANDTX79705501C3OPERATIONS$2,500
SPECIAL OLYMPICS TEXAS
401 W TEXAS AVE 507MIDLANDTX79701501C3OPERATIONS$1,000
SPRINGBOARD CENTER
200 CORPORATE DRMIDLANDTX79705501C3OPERATIONS$1,000
TEEN CHALLENGE OF THE PERMIAN BASIN
6901 SCR 1200MIDLANDTX79706501C3OPERATIONS$500
TEEN FLOW
711 S MAINMIDLANDTX79701501C3OPERATIONS$500
THE CRISIS CENTER
910 S GRANT ST STE BODESSATX79761501C3OPERATIONS$500
UNITED WAY OF MIDLAND
1209 W WALLMIDLANDTX79701501C3OPERATIONS$10,000
WEST TEXAS FOOD BANK
411 S PAGEWOOD AVEODESSATX79761501C3OPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,120ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,120ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,120TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORROW FAMILY CAPITAL INVESTMENTSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$598,306USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$617,567USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT SILVER COINS$1,005,648$1,005,648$703,560
INVESTMENT BOOT CREEK ROYALTY LTD$423,738$400,078$400,078
RECEIVABLE BOOT CREEK$4,069$4,069$4,069

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$87$87
ROYALTY EXPENSE$6,535$6,535
OFFICE SUPPLIES$193$193

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,836Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMORROW FAMILY CAPITAL INVESTMENTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 61447AddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79711ZIPCd

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