W A CRISWELL FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- W A CRISWELL FOUNDATION INC (EIN 23-7226473)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349103767
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T16:26:34-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202257536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 MEADOW ROAD SUITE 286 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | DARRELL LAFITTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722968290 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D KNUTSON | PreparerPersonNm |
| PTIN | P00542807 | PTIN |
| Phone | 2143460750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,937,141 | 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 | $338,581 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,512 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,548 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $483,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $483,316 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,200 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,200 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,200 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,426,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,799,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,426,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $239,025 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $176,231 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,440,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,164,193 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $675,295 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $216,093 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,952 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $182,141 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,860 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,972 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,888 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,184 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,092 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,713 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,604 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $79 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $79 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,401 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,075 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $5,075 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $187,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $642,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $204,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,075 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $381,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $994,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $994,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,636,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $204,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,075 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,375,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,803,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,959,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $670,220 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $163,608 | CashEOYAmt |
| Cash EOYFMV | $163,608 | CashEOYFMVAmt |
| Corporate Stock BOY | $29,021,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,778,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,778,938 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,329,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,969,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,329,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,329,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,011,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $457,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $457,129 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,299 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,700 | LandBOYAmt |
| Land EOY | $11,625 | LandEOYAmt |
| Land EOYFMV | $201,226 | LandEOYFMVAmt |
| Other Assets BOY | $7,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,025,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,747,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,937,141 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,671 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,130 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,671 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,500 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,500 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $35,003,712 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $33,694,369 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,005,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,695,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,025,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,747,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,005,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,803,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,808,454 | SubtotalAmt |
| Other Decreases | $3,112,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,695,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (85 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2000 BANK OF AMERICA CORP | 2015-06-12 | 2015-10-08 | $31,081 | $34,919 | -$3,838 | -$3,838 | |
| 2500 CISCO SYSTEMS INC | 2015-04-06 | 2015-10-08 | $69,242 | $67,906 | $1,336 | $1,336 | |
| 300 DEVON ENERGY CORP | 2014-05-27 | 2015-02-11 | $19,378 | $21,803 | -$2,425 | -$2,425 | |
| 2000 KAPSTONE PAPER AND PCKG | 2015-09-14 | 2015-10-09 | $44,216 | $39,085 | $5,131 | $5,131 | |
| 2700 PANHANDLE OIL & GAS INC | 2014-10-06 | 2015-06-12 | $55,987 | $73,687 | -$17,700 | -$17,700 | |
| 5000 LEGACY RESERVES LP | 2015-07-09 | 2015-10-08 | $26,452 | $45,282 | -$18,830 | -$18,830 | |
| 950 DEVON ENERGY CORP | 2015-02-11 | $61,363 | $60,966 | $397 | $397 | ||
| 100 DISNEY WALT COMPANY | 2015-11-30 | $11,024 | $4,816 | $6,208 | $6,208 | ||
| 1000 HERSHEY COMPANY | 2015-11-30 | $86,534 | $65,490 | $21,044 | $21,044 | ||
| 1000 MATADOR RESOURCES | 2013-10-15 | 2015-04-14 | $28,711 | $18,379 | $10,332 | $10,332 | |
| 500 NATIONAL CINEMEDIA INC | 2014-04-10 | 2015-05-21 | $8,166 | $7,306 | $860 | $860 | |
| 1600 RYMAN HOSPITALITY | $91,697 | $65,451 | $26,246 | $26,246 | |||
| 10000 SIRIUS XM HOLDINGS INC | 2015-10-08 | $38,980 | $32,814 | $6,166 | $6,166 | ||
| 150 WALMART STORES INC | 2011-03-22 | 2015-05-21 | $11,445 | $7,808 | $3,637 | $3,637 | |
| 1000 ATMOS ENERGY CORP | 2005-09-07 | 2015-05-21 | $53,675 | $29,744 | $23,931 | $23,931 | |
| 450 DEVON ENERGY CORP | 2008-08-26 | 2015-02-11 | $29,067 | $47,269 | -$18,202 | -$18,202 | |
| 5000 LINN ENERGY LLC | 2015-07-09 | $42,909 | $36,237 | $6,672 | $6,672 | ||
| 6000 PLAINS ALL AMERICAN PIPELINE | 2003-04-08 | 2015-03-30 | $292,239 | $136,436 | $155,803 | $155,803 | |
| 850 WALMART STORES INC | 2010-01-29 | 2015-05-21 | $64,855 | $45,913 | $18,942 | $18,942 | |
| 2000 XCEL ENERGY INC | 2003-05-27 | 2015-05-21 | $69,047 | $30,849 | $38,198 | $38,198 | |
| 1000 AT&T INC | 2014-03-31 | 2015-03-24 | $33,146 | $35,131 | -$1,985 | -$1,985 | |
| 3050 PANHANDLE OIL & GAS | 2015-03-24 | $57,996 | $75,400 | -$17,404 | -$17,404 | ||
| 25 POLARIS INDS INC | 2014-08-08 | 2015-03-20 | $3,595 | $3,704 | -$109 | -$109 | |
| 500 ENSCO PLC | 2014-03-27 | 2015-03-24 | $10,477 | $26,200 | -$15,723 | -$15,723 | |
| 1500 GENERAL ELECTRIC COMPANY | 2015-03-24 | $38,008 | $35,178 | $2,830 | $2,830 | ||
| 300 HERSHEY COMPANY | 2015-03-24 | $30,253 | $18,725 | $11,528 | $11,528 | ||
| 200 KIRBY CORP | 2013-04-19 | 2015-03-24 | $14,790 | $14,929 | -$139 | -$139 | |
| 1000 LUBY'S INC | 2013-01-22 | 2015-03-24 | $5,044 | $7,263 | -$2,219 | -$2,219 | |
| 175 POLARIS INDS INC | 2013-09-17 | 2015-03-20 | $25,165 | $22,061 | $3,104 | $3,104 | |
| 550 WALMART STORES INC | 2015-03-24 | $45,670 | $33,949 | $11,721 | $11,721 | ||
| 500 ENSCO PLC | 2013-11-06 | 2015-03-24 | $10,477 | $30,147 | -$19,670 | -$19,670 | |
| 200 HERSHEY COMPANY | 2010-10-21 | 2015-03-24 | $20,169 | $10,029 | $10,140 | $10,140 | |
| 500 JOHNSON & JOHNSON | 2010-04-01 | 2015-03-24 | $51,028 | $32,912 | $18,116 | $18,116 | |
| 4000 LINN ENERGY LLC | 2015-03-24 | $47,181 | $28,701 | $18,480 | $18,480 | ||
| 4000 LUBY'S INC | 2006-07-25 | 2015-03-24 | $20,174 | $34,462 | -$14,288 | -$14,288 | |
| 450 WALMART STORES INC | 2015-03-24 | $37,366 | $24,361 | $13,005 | $13,005 | ||
| 1000 XCEL ENERGY INC | 2003-12-23 | 2015-03-24 | $34,733 | $17,465 | $17,268 | $17,268 | |
| 281.27 MFO RS INVT TR GLOBAL NATURAL RES FD CL Y | 2015-02-12 | $7,237 | $7,125 | $112 | $112 | ||
| 3257.82 MFO RS INVT TR GLOBAL NATURAL RES FD CL Y | 2015-02-12 | $83,824 | $125,413 | -$41,589 | -$41,589 | ||
| 7716.01 MFB NORTHERN FDS STK INDEX FD | 2015-04-22 | $199,999 | $152,334 | $47,665 | $47,665 | ||
| 46.15 ALPHA CORE STRATEGIES FEEDER FUND QP QP | 2011-11-29 | 2015-08-31 | $751 | $584 | $167 | $167 | |
| 4537.205 AMERICAN FUNDS AMCAP FUND | 2007-09-14 | 2015-01-30 | $125,000 | $98,049 | $26,951 | $26,951 | |
| 2625.499 AMERICAN FUNDS EURO PACIFIC GROWTH FUND | 2013-12-31 | 2015-01-30 | $125,000 | $128,833 | -$3,833 | -$3,833 | |
| 2964.193 AMERICAN FUNDS GROWTH FUND OF AMERICA | 2007-09-14 | 2015-01-30 | $125,000 | $107,245 | $17,755 | $17,755 | |
| 3960.993 AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA | 2007-09-14 | $144,440 | $141,328 | $3,112 | $3,112 | ||
| .48 ENERGY TRANSFER PARTNERS | 2011-10-04 | 2015-05-04 | $27 | $25 | $2 | $2 | |
| .504 WILLIAMS PARTNERS LP | 2015-02-05 | $24 | $31 | -$7 | -$7 | ||
| 4019 GASTON AVENUE | 2015-10-15 | $1,614,650 | $263,478 | $1,351,172 | $1,351,172 | P | |
| 3500 ABBVIE, INC. | 2015-06-29 | $237,990 | $99,367 | $138,623 | $138,623 | ||
| 200 AFFILIATED MANAGERS GROUP, INC. | 2015-04-07 | 2015-12-16 | $30,730 | $43,136 | -$12,406 | -$12,406 | |
| 700 ALPHACLONE ALTERNATIVE | 2015-04-07 | 2015-12-16 | $26,277 | $31,883 | -$5,606 | -$5,606 | |
| 2500 ATMOS ENERGY CORPORATION | $130,499 | $66,785 | $63,714 | $63,714 | |||
| 12000 BANCO BILBAO ARGENTARIA | $118,429 | $196,262 | -$77,833 | -$77,833 | |||
| 100 BIOGEN IDEC, INC. | 2015-04-07 | 2015-12-16 | $29,286 | $42,100 | -$12,814 | -$12,814 | |
| 8870 BREITBURN ENERGY PARTNERS | $53,317 | $125,535 | -$72,218 | -$72,218 | |||
| 54000 CITIGROUP, INC. | 2013-11-18 | 2015-08-07 | $54,000 | $55,236 | -$1,236 | -$1,236 | |
| 32000 CONOCOPHILLIPS COMPANY | 2013-11-18 | 2015-01-08 | $31,602 | $31,704 | -$102 | -$102 | |
| 3000 DUKE ENERGY CORPORATION | 2015-03-02 | $231,004 | $152,933 | $78,071 | $78,071 | ||
| 2330 EOG RESOURCES, INC. | 2015-05-20 | $209,801 | $164,251 | $45,550 | $45,550 | ||
| 24000 GENERAL DYNAMIC CORPORATION | 2013-11-18 | 2015-01-08 | $23,761 | $23,654 | $107 | $107 | |
| 1000 HELMERICH & PAYNE, INC. | 2014-11-18 | 2015-01-07 | $59,873 | $77,574 | -$17,701 | -$17,701 | |
| 22000 INTEL CORPORATION | 2013-11-18 | 2015-01-08 | $22,006 | $22,030 | -$24 | -$24 | |
| 67000 JPMORGAN CHASE & CO | 2013-11-18 | 2015-10-15 | $67,000 | $67,346 | -$346 | -$346 | |
| 4000 KINDER MORGAN INC. | 2015-05-10 | $170,079 | $133,141 | $36,938 | $36,938 | ||
| 2300 LINN ENERGY | 2006-05-09 | 2015-05-20 | $26,073 | $4,649 | $21,424 | $21,424 | |
| 4250 LINNCO | $45,994 | $128,268 | -$82,274 | -$82,274 | |||
| 7648.505 LKCM EQUITY FUND INSTITUTIONAL | 2015-01-08 | $173,343 | $172,899 | $444 | $444 | ||
| 55000 MARATHON OIL CORPORATION | 2013-11-18 | 2015-11-01 | $55,000 | $55,175 | -$175 | -$175 | |
| 54000 MCKESSON CORPORATION | 2013-11-18 | 2015-12-04 | $54,000 | $54,080 | -$80 | -$80 | |
| 1230 NASDAQ 100 INDEX TRACKING STOCK | 2015-07-23 | $138,740 | $82,167 | $56,573 | $56,573 | ||
| 1000 NUSTAR ENERGY | 2014-06-10 | 2015-05-20 | $63,332 | $59,705 | $3,627 | $3,627 | |
| 45000 ORACLE CORPORATION | 2013-11-18 | 2015-01-08 | $44,834 | $44,790 | $44 | $44 | |
| 1900 PEMBINA PIPELINE CORPORATION | $62,465 | $50,482 | $11,983 | $11,983 | |||
| 3000 PERMIAN BASIN ROYALTY TRUST | 2014-04-15 | 2015-03-18 | $24,737 | $39,963 | -$15,226 | -$15,226 | |
| 1800 QUALCOMM,INC. | 2015-04-07 | $122,313 | $125,179 | -$2,866 | -$2,866 | ||
| 81000 THE BANK OF NOVA SCOTIA, B.C | 2013-11-18 | 2015-01-12 | $81,000 | $82,386 | -$1,386 | -$1,386 | |
| 55000 THE GOLDMAN SACHS GROUP, INC. | 2013-11-18 | 2015-11-23 | $55,000 | $55,791 | -$791 | -$791 | |
| 7500 THE SOUTHERN COMPANY | $331,456 | $268,732 | $62,724 | $62,724 | |||
| 700 URBAN OUTFITTERS, INC. | 2015-04-07 | 2015-12-16 | $16,144 | $30,883 | -$14,739 | -$14,739 | |
| 87000 US TREASURY NOTES | 2013-11-19 | 2015-12-15 | $87,000 | $86,901 | $99 | $99 | |
| 1250 VANGUARD DIVIDEND APPRECIATION | 2015-07-23 | $99,852 | $60,996 | $38,856 | $38,856 | ||
| 1370 VANGUARD VALUE | 2015-07-23 | $115,685 | $73,979 | $41,706 | $41,706 | ||
| .16 WILLIAMS PARTNERS | 2015-01-08 | 2015-02-09 | $7 | $8 | -$1 | -$1 | |
| 9500 XCEL ENERGY | $322,415 | $216,023 | $106,392 | $106,392 | |||
| CAPITAL GAINS DIVIDENDS | $337,019 | $337,019 | $337,019 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,426,140 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$108,919 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,127,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,228,459 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,282,192 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,152,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,740,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,911,317 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069875 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,321,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,529,414 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,325,858 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,028,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057575 | DistributionYr5Rt |
| Total Distribution | 0.301704 | TotalDistributionRt |
| Average Distribution | 0.060341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,102,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,997,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,600 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,027,063 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,375,786 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $300 | EsPenaltyAmt |
| Tax Due | $29,500 | TaxDueAmt |
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 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CURTIS BAKER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DARRELL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| DEAN CHILDRES | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR JACK GRAHAM | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR JERRY VINES | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DR STEVE WASHBURN | ||||||||
| 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 |
| GARRY KINDER | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JACK BRADY | ||||||||
| 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 |
| MICHAEL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| RON CHERRY | ||||||||
| 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 | $126,715 | 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. CR RISWELL WEBSITE. THIS SERMON LIBRARY GIVES ACCESS TO DR. CRISWELL'S TEACHINGS AND SERMONS WORLDWIDE. | Description1Txt |
| Expenses1 | $368,236 | 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 | $32,177,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,329,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,607,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,607,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,102,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,655,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,655,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,200 | TotalTaxAmt |
| Distributable Before Adj | $1,595,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,595,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,595,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,375,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,375,786 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,375,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,595,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $839,115 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $509,575 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,348,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,375,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,375,786 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $220,160 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $220,160 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,128,530 | 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 | $1,128,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $618,955 | ExcessFromYear4Amt |
| Excess From Year3 | $509,575 | ExcessFromYear3Amt |
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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CRISWELL COLLEGE | |||||
| 4010 GASTON AVE | DALLAS | TX | 75246 | SUPPORT COLLEGE OPERATIONS AND SCHOLARSHIPS | $710,930 |
| DALLAS LIFE FOUNDATION | |||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | SUPPORT MINISTRY TO THE HOMELESS | $201,238 |
| FIRST BAPTIST ACADEMY | |||||
| 1704 PATTERSON STREET | DALLAS | TX | 75201 | SUPPORT CHRISTIAN SCHOOL OPERATIONS & SCHOLARSHIPS | $71,159 |
| FIRST BAPTIST CHURCH DALLAS | |||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | SUPPORT CHURCH OPERATIONS & CHOIR | $275 |
| FIRST BAPTIST CHURCH FARMERSVILLE | |||||
| 124 SOUTH WASHINGTON STREET | FARMERSVILLE | TX | 75442 | SUPPORT CHRISTIAN CHURCH OPERATIONS | $668 |
| KCBI RADIO | |||||
| 411 RYAN PLAZA DRIVE | ARLINGTON | TX | 76011 | SUPPORT CHRISTIAN RADIO OPERATIONS | $8,425 |
| LAKESIDE BAPTIST CHURCH | |||||
| 9150 GARLAND ROAD | DALLAS | TX | 75218 | SUPPORT CHRISTIAN CHURCH OPERATIONS | $873 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||
| 120 SOUTH WINDGATE STREET | WAKE FOREST | NC | 27587 | SUPPORT CHRISTIAN EDUCATION | $1,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $994,738 | 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 | $13,548 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,316 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,200 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,426,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | BusinessBusinessCd |
|---|---|---|
| BOOK ROYALTIES | $844 | |
| UBIT PARTNERSHIP K-1 | -$63,702 | 525990 |
| MISCELLANEOUS | $64 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$62,794 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,164,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,101,435 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Payroll ContributionPayrollContributionInd |
|---|---|---|---|---|---|---|---|
| BLAKE AND ANN POGUE | |||||||
| 1 | PHOENIX PROPERTY CO 5950 SHERRY LN | DALLAS | TX | 75225 | $89,500 | Yes (X) | |
| MACK POGUE | |||||||
| 2 | 2000 MCKINNEY AVE SUITE 975 | DALLAS | TX | 75201 | $3,000 | Yes (X) | |
| DARRELL LAFITTE | |||||||
| 3 | 21 LAKESIDE PARK | DALLAS | TX | 75225 | $10,500 | Yes (X) | Yes (X) |
| CHRIS LANTRIP | |||||||
| 4 | 1825 MARKET CENTER BLVD SUITE 460 | DALLAS | TX | 75207 | $18,000 | Yes (X) | |
| JACK BRADY | |||||||
| 5 | 6440 N CENTRAL EXPRESSWAY STE 620 | DALLAS | TX | 75206 | $100,000 | Yes (X) | |
| JACK POGUE | |||||||
| 6 | 2000 MCKINNEY AVE SUITE 975 | DALLAS | TX | 75201 | $104,500 | Yes (X) | |
| HARRIET MIERS | |||||||
| 7 | 12076 TAVAL CIRCLE | DALLAS | TX | 75230 | $9,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $32,184 | Amt |
| Net Investment Income | $16,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,092 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FIREPROOF CABINET AND COMPUTER SYSTEM | 2002-04-12 | $9,316 | $9,316 | SL | 7.000000000000 | $0 | $0 | $0 |
| FIREPROOF CABINET | 2004-03-21 | $4,115 | $4,115 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE SAFE | 2007-04-13 | $2,885 | $2,885 | SL | 7.000000000000 | $0 | $0 | $0 |
| HANEY PROPERTY | $188,101 | L | $0 | $0 | $0 | |||
| GASTON AVE PARKING LOT | $202,131 | L | $0 | $0 | $0 | |||
| BRIDGEPORT LOTS | $1,500 | L | $0 | $0 | $0 | |||
| COMPAQ COMPUTER | 2000-06-22 | $2,457 | $2,457 | SL | 5.000000000000 | $0 | $0 | $0 |
| LAPTOP | 2002-05-15 | $2,030 | $2,030 | SL | 5.000000000000 | $0 | $0 | $0 |
| DELL COMPUTER | 2002-11-27 | $1,106 | $1,106 | SL | 5.000000000000 | $0 | $0 | $0 |
| HSBC COMPUTER/PRINTER | 2006-02-05 | $2,154 | $2,154 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER BACK OFFICE 2.8GHZ | 2007-02-17 | $1,854 | $1,854 | SL | 5.000000000000 | $0 | $0 | $0 |
| SERVER | 2003-01-15 | $4,557 | $4,557 | SL | 5.000000000000 | $0 | $0 | $0 |
| HARD DRIVE | 2003-04-30 | $707 | $707 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER SERMON LIBRARY | 2007-04-02 | $1,808 | $1,808 | SL | 5.000000000000 | $0 | $0 | $0 |
| NEW SERVER & COMPUTER FOR SERMON LIBRARY | 2012-06-01 | $1,976 | $1,021 | SL | 5.000000000000 | $395 | $0 | $395 |
| WEBSITE DEVELOPMENT FOR SERMON LIBRARY | 2012-09-15 | $3,989 | $3,103 | SL | 3.000000000000 | $886 | $0 | $886 |
| NEW SERVER ADDITIONS FOR SERMON LIBRARY | 2013-12-01 | $18,970 | $4,110 | SL | 5.000000000000 | $3,794 | $0 | $3,794 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $31,778,938 | EOYBookValueAmt |
| EOYFMV | $31,778,938 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER SECURITIES | AT COST | $5,750 | $5,750 |
| MONEY MARKET PREFERRED | FMV | $451,379 | $451,379 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FIREPROOF CABINET AND COMPUTER SYSTEM | $9,316 | $9,316 | $0 |
| FIREPROOF CABINET | $4,115 | $4,115 | $0 |
| OFFICE SAFE | $2,885 | $2,885 | $0 |
| HANEY PROPERTY | $188,101 | $0 | $188,101 |
| BRIDGEPORT LOTS | $1,500 | $0 | $1,500 |
| COMPAQ COMPUTER | $2,457 | $2,457 | $0 |
| LAPTOP | $2,030 | $2,030 | $0 |
| DELL COMPUTER | $1,106 | $1,106 | $0 |
| HSBC COMPUTER/PRINTER | $2,154 | $2,154 | $0 |
| COMPUTER BACK OFFICE 2.8GHZ | $1,854 | $1,854 | $0 |
| SERVER | $4,557 | $4,557 | $0 |
| HARD DRIVE | $707 | $707 | $0 |
| COMPUTER SERMON LIBRARY | $1,808 | $1,808 | $0 |
| NEW SERVER & COMPUTER FOR SERMON LIBRARY | $1,976 | $1,416 | $560 |
| WEBSITE DEVELOPMENT FOR SERMON LIBRARY | $3,989 | $3,989 | $0 |
| NEW SERVER ADDITIONS FOR SERMON LIBRARY | $18,970 | $7,904 | $11,066 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,860 | LegalFeesAmt |
| Net Investment Income | $5,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,888 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990PF DEPOSIT | Desc |
| BOY Book Value | $7,240 | BOYBookValueAmt |
| EOY Book Value | $7,240 | EOYBookValueAmt |
| EOYFMV | $7,240 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN BROKERAGES | $3,067,798 |
| BOOK EXPENSE (EXCISE TAX) | $44,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $9,675 | $0 | $0 | $9,675 |
| COMPUTER & SOFTWARE | $6,879 | $4,078 | $0 | $2,801 |
| FURNITURE | $1,191 | $0 | $0 | $1,191 |
| INSURANCE | $51,118 | $0 | $0 | $0 |
| MISCELLANEOUS | $492 | $0 | $0 | $0 |
| OFFICE SUPPLIES | $2,799 | $0 | $0 | $2,799 |
| OTHER EXPENSES - SERMON LIBRARY | $94,338 | $0 | $0 | $94,338 |
| POSTAGE | $749 | $0 | $0 | $749 |
| TRAVEL | $3,802 | $0 | $0 | $3,802 |
| WEB-SITE LIBRARY | $15,889 | $0 | $0 | $15,889 |
| PENALTIES | $95 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENTS | -$64,030 | -$64,030 | -$64,030 |
| OIL & GAS ROYALTIES NET | $27,576 | $27,576 | $27,576 |
| ORDINARY GAIN FROM PTP SALES | $275,479 | $275,479 | $275,479 |
| BOOK ROYALTIES | $844 | $0 | $844 |
| UBIT PARTNERSHIP K-1 | -$63,702 | -$63,702 | |
| MISCELLANEOUS | $64 | $0 | $64 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DISTRIBUTIONS | Desc |
| BOY Book Value | $6,130 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MONEY MANAGER & BROKER INVESTMENT FEES | $130,013 | $130,013 | $0 | $0 |
| TRANSCRIBERS | $27,604 | $0 | $0 | $27,604 |
| PROFESSIONAL FEES | $3,700 | $3,700 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,915 | $3,915 | $0 | $0 |
| PROPERTY TAXES | $6,486 | $6,486 | $0 | $0 |
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