W A CRISWELL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- W A CRISWELL FOUNDATION INC (EIN 23-7226473)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105259
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:05:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7557 RAMBLER RD SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237226473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA CRISWELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WACR | BusinessNameControlTxt |
| Phone | 9722968290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MCKINNEY AVENUE SUITE 975 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS LANTRIP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722968290 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGINA ROBERTS | PreparerPersonNm |
| PTIN | P01258854 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,285,965 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,064,736 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $257,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $257,798 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $603,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,244,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,425,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,244,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90,123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,260,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,195,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,491 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,491 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,160 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,160 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $233,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,922 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,268 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,554 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,714 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $146,045 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $73,022 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,023 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $346 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $346 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $455,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127,185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $328,680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,067,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $535,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $531,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,226,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,226,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,294,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $535,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,758,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,966,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,659,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,239 | CashBOYAmt |
| Cash EOY | $2,525,241 | CashEOYAmt |
| Cash EOYFMV | $2,525,241 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $224,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,180,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,180,923 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,610 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,610 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,610 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,610 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $42,241,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,644,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,644,603 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,327,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,327,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,327,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,327,500 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,924 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $386,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $593,088 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $593,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,473,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,285,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,285,965 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,957 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $689,290 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $528,996 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $703,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $528,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $43,769,864 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $52,756,969 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,769,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,756,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,473,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,285,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,769,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,966,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,020,998 | OtherIncreasesAmt |
| Subtotal | $52,756,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,756,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NOTHERN TRUST - LT | P | $2,591,272 | $1,599,890 | $991,382 | $991,382 |
| UBS 2061 - LT | P | $2,730,000 | $1,641,145 | $1,088,855 | $1,088,855 |
| BNY MELLON #300 - ST | P | $7,577 | $7,577 | $7,577 | |
| BNY MELLON #320 - ST | P | $74,898 | $74,898 | $74,898 | |
| BNY MELLON #300 - LT | P | $138,658 | $138,658 | $138,658 | |
| BNY MELLON #320 - LT | P | $237,040 | $237,040 | $237,040 | |
| BNY MELLON #330 - LT | P | $19,301 | $19,301 | $19,301 | |
| BOK - ST | P | $682,469 | $674,124 | $8,345 | $8,345 |
| BOK - LT | P | $2,027,441 | $2,075,675 | -$48,234 | -$48,234 |
| SCHWAB | P | $292,172 | $240,476 | $51,696 | $51,696 |
| NOTHERN TRUST - ST | P | $950,604 | $949,956 | $648 | $648 |
| K-1 CAPITAL GAINS | P | $229,569 | $229,569 | $229,569 | |
| CAPITAL GAINS DIVIDENDS | P | $444,325 | $444,325 | $444,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,244,060 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,672 | EsPenaltyAmt |
| Overpayment | $9,260 | OverpaymentAmt |
| Applied To ES Tax | $9,260 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WACRISWELL.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA CRISWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147403240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MCKINNEY AVENUE SUITE 975 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| BLAKE POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BRIAN HERMES | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHRIS LANTRIP | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| DARRELL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ED RAWLS | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| GREY STOGNER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JACK POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| LUCRETIA STEWART | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | SECRETARY/TREASURER | 40.00 | $90,491 | $0 | $0 |
| MICHAEL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| PRICE WAGNER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MICHAEL DEAHL | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| SCOTT ROBINSON | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL C HULL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MCKINNEY AVENUE SUITE 975 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR SERMON LIBR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,160 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE W.A. CRISWELL SERMON LIBRARY IS HOSTED FROM THE W.A. CRISWELL WEBSITE. THIS SERMON LIBRARY GIVES ACCESS TO DR. CRISWELL'S TEACHINGS AND SERMONS WORLDWIDE. | Description1Txt |
| Expenses1 | $420,632 | Expenses1Amt |
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 | $43,854,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,327,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,433,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,433,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $696,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,737,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,286,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,286,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,868 | TotalTaxAmt |
| Distributable Before Adj | $2,235,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,235,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,235,993 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,758,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,758,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,235,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $87,038 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,128,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,215,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,758,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,235,993 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,522,200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,737,420 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,737,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $87,038 | ExcessFromYear2Amt |
| Excess From Year1 | $3,128,182 | ExcessFromYear1Amt |
| Excess From Current Year | $4,522,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CRISWELL COLLEGE | ||||||
| 4010 GASTON AVE | DALLAS | TX | 75246 | PC | SUPPORT COLLEGE OPERATIONS AND SCHOLARSHIPS | $5,706,082 |
| DALLAS LIFE FOUNDATION | ||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | PC | SUPPORT MINISTRY TO THE HOMELESS | $300,041 |
| FIRST BAPTIST ACADEMY | ||||||
| 1704 PATTERSON STREET | DALLAS | TX | 75201 | PC | SUPPORT CHRISTIAN SCHOOL OPERATIONS & SCHOLARSHIPS | $143,723 |
| FIRST BAPTIST CHURCH DALLAS | ||||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | PC | SUPPORT CHURCH OPERATIONS & CHOIR | $46,511 |
| FIRST BAPTIST CHURCH FARMERSVILLE | ||||||
| 124 SOUTH WASHINGTON STREET | FARMERSVILLE | TX | 75442 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $1,040 |
| KCBI RADIO | ||||||
| 411 RYAN PLAZA DRIVE | ARLINGTON | TX | 76011 | PC | SUPPORT CHRISTIAN RADIO OPERATIONS | $13,012 |
| LAKESIDE BAPTIST CHURCH | ||||||
| 9150 GARLAND RD | DALLAS | TX | 75218 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $1,351 |
| SOUTHERN EVANGELICAL SEMINARY | ||||||
| 1965 CINEMA DR | ROCK HILL | SC | 29730 | PC | SUPPORT CHRISTIAN CHURCH OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,226,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,798 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $603,467 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $90,123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,244,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,195,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,195,448 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLAKE AND ANN POGUE | ||||||
| 1 | PHOENIX PROPERTY CO 5950 SHERRY LN | DALLAS | TX | 75225 | $53,500 | Yes (X) |
| CHRIS LANTRIP | ||||||
| 2 | 1825 MARKET CENTER BLVD SUITE 460 | DALLAS | TX | 75207 | $3,250 | Yes (X) |
| JACK POGUE | ||||||
| 3 | 2000 MCKINNEY AVE SUITE 975 | DALLAS | TX | 75201 | $3,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,420 | Amt |
| Net Investment Income | $17,710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $47,644,603 | EOYBookValueAmt |
| EOYFMV | $47,644,603 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROU ASSET- REAL ESTATE LEASE | $381,911 | $520,190 | $520,190 |
| PREPAID TAXES | $4,197 | $72,898 | $72,898 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $204,547 | $0 | $204,547 |
| COMPUTER & SOFTWARE | $51,820 | $10,708 | $41,112 |
| INSURANCE | $70,561 | $12,063 | $58,498 |
| MEDICAL REIMBURSEMENTS | $14,178 | $0 | $14,178 |
| OFFICE SUPPLIES | $2,930 | $0 | $2,930 |
| OTHER EXPENSES | $7,143 | $0 | $7,143 |
| POSTAGE | $259 | $0 | $259 |
| TELEPHONE | $13 | $0 | $13 |
| K-1 PORTFOLIO OTHER DEDUCTIONS | $104,414 | $104,414 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY INCOME | $40,757 | $40,757 | $40,757 |
| K-1 ROYALTIES | $1,522 | $1,522 | $1,522 |
| K-1 OTHER INCOME | $47,844 | $47,844 | $47,844 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN BROKERAGES | Desc |
| Amt | $2,020,998 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $3,513 | $4,639 |
| LEASE LIABILITY- REAL ESTATE LEASE | $386,532 | $524,357 |
| PENDING TRADES - NORTHERN TRUST | $299,245 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER & BROKER INVESTMENT FEES | $208,922 | $208,922 | $0 |
| TRANSCRIBERS | $24,800 | $0 | $24,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,343 | $5,343 | $0 |
| PROPERTY TAXES | $6,577 | $6,577 | $0 |
| PAYROLL TAXES | $9,348 | $6,634 | $2,714 |
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