BRYANT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRYANT FAMILY FOUNDATION (EIN 83-2925345)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202523209349100867
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T21:33:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LOUISIANA ST STE 5800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770025021 | 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 | 832925345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYANT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRYA | BusinessNameControlTxt |
| Phone | 9726340980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 OAK LAWN AVE 900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARMEN MARIE HENDRIX BRYANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9726340980 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY E FREEMAN | PreparerPersonNm |
| PTIN | P01615409 | PTIN |
| Phone | 7133564000 | PhoneNum |
| 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 | $152,681 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,521 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$375,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,523 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $582 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $913,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,158 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $968,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $152,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $968,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $133,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $968,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $968,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $968,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$375,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $593,251 | SubtotalAmt |
| Other Decreases | $459,506 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING HRF-027620 | P | $386,841 | $347,555 | $39,286 | $39,286 |
| PERSHING RAB-001120 | P | $51,606 | $47,371 | $4,235 | $4,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $2,294 | OverpaymentAmt |
| Applied To ES Tax | $2,294 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VERSANT CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 9726340980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 OAK LAWN AVE STE 900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KARMEN MARIE HENDRIX BRYANT | ||||||||
| 3838 OAK LAWN AVE STE 900 | DALLAS | TX | 75219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BILL JAY BRYANT | ||||||||
| 3838 OAK LAWN AVE STE 900 | DALLAS | TX | 75219 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAROLYN ROGERS | ||||||||
| 3838 OAK LAWN AVE STE 900 | DALLAS | TX | 75219 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $248,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $301,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $301,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $296,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $669 | TotalTaxAmt |
| Distributable Before Adj | $14,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,156 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,156 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $78,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $584,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $523,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,186,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $406,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,592,682 | 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 | $1,592,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $78,159 | ExcessFromYear3Amt |
| Excess From Year2 | $584,889 | ExcessFromYear2Amt |
| Excess From Year1 | $523,290 | ExcessFromYear1Amt |
| Excess From Current Year | $406,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARMEN MARIE HENDRIX BRYANT | ContributingManagerNm |
| Contributing Manager | BILL JAY BRYANT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 110 MESA PARK DRIVE SUITE 250 | EL PASO | TX | 79912 | 501(C)3 | HEALTHCARE/WELLNESS | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 80323 | MIDLAND | TX | 79708 | 501(C)3 | HEALTHCARE/WELLNESS | $5,000 |
| AMERICAN RED CROSS - PERMIAN BASIN CHAPTER | ||||||
| PO BOX 60310 | MIDLAND | TX | 79711 | 501(C)3 | HEALTHCARE/WELLNESS | $10,000 |
| ARTS COUNCIL OF MIDLAND | ||||||
| PO BOX 3494 | MIDLAND | TX | 79702 | 501(C)3 | ARTS & CULTURE | $10,000 |
| BIG BROTHERS BIG SISTERS OF THE PERMIAN BASIN INC | ||||||
| 714 W LOUISIANA AVE | MIDLAND | TX | 79701 | 501(C)3 | CHILDREN AND YOUTH | $10,000 |
| BUSH TENNIS CENTER | ||||||
| 5700 BRIARWOOD AVENUE | MIDLAND | TX | 79707 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $10,000 |
| BYNUM SCHOOL | ||||||
| PO BOX 80175 | MIDLAND | TX | 79708 | 501(C)3 | EDUCATION | $30,000 |
| CASA DE AMIGOS OF MIDLAND | ||||||
| 1101 GARDEN LANE | MIDLAND | TX | 79701 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $5,000 |
| CASA OF WEST TEXAS | ||||||
| 1611 W TEXAS AVENUE | MIDLAND | TX | 79701 | 501(C)3 | CHILDREN AND YOUTH | $5,000 |
| CENTERS FOR CHILDREN AND FAMILIES | ||||||
| 3701 ANDREWS HIGHWAY | MIDLAND | TX | 79703 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $10,000 |
| COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN | ||||||
| PO BOX 10532 | MIDLAND | TX | 79702 | 501(C)3 | EDUCATION | $5,000 |
| ELLEN NOEL ART MUSEUM OF THE PERMIAN BASIN | ||||||
| 4909 E UNIVERSITY BLVD | ODESSA | TX | 79762 | 501(C)3 | ARTS & CULTURE | $30,000 |
| GRAND COMPANIONS | ||||||
| PO BOX 1156 | FORT DAVIS | TX | 79734 | 501(C)3 | ANIMALS | $5,000 |
| HOSPICE OF MIDLAND | ||||||
| 911 WEST TEXAS AVENUE | MIDLAND | TX | 79701 | 501(C)3 | HEALTHCARE/WELLNESS | $10,000 |
| KAPPA DELTA FOUNDATION | ||||||
| 3205 PLAYERS LN | MEMPHIS | TN | 38125 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $5,000 |
| LITERACY COALITION OF THE PERMIAN BASIN | ||||||
| 3500 N A STREET SUITE 2700 | MIDLAND | TX | 79705 | 501(C)3 | EDUCATION | $7,500 |
| MIDLAND CHAMBER OF COMMERCE FOUNDATION | ||||||
| 303 W WALL STREET SUITE 200 | MIDLAND | TX | 79701 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $15,000 |
| MIDLAND ISD EDUCATION FOUNDATION | ||||||
| 615 W MISSOURI SUITE 224 | MIDLAND | TX | 79701 | 501(C)3 | EDUCATION | $8,000 |
| MIDLAND SHARED SPACES | ||||||
| 3500 NORTH A STREET SUITE 1000 | MIDLAND | TX | 79705 | 501(C)3 | ARTS & CULTURE | $5,000 |
| MUSEUM OF THE SOUTHWEST | ||||||
| 1705 W MISSOURI AVENUE | MIDLAND | TX | 79701 | 501(C)3 | ARTS & CULTURE | $25,000 |
| NONPROFIT MANAGEMENT CENTER OF THE PERMIAN BASIN | ||||||
| 3500 NORTH A STREET STE 2300 | MIDLAND | TX | 79705 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $5,000 |
| PERMIAN BASIN OPERA | ||||||
| 3500 N A STREET SUITE 2208 | MIDLAND | TX | 79705 | 501(C)3 | ARTS & CULTURE | $5,000 |
| PERMIAN BASIN PUBLIC TELECOMMUNICATIONS INC | ||||||
| PO BOX 8940 | MIDLAND | TX | 79708 | 501(C)3 | ARTS & CULTURE | $5,000 |
| PHILANTHROPY SOUTHWEST | ||||||
| 3000 PEGASUS PARK DRIVE SUITE 706 | DALLAS | TX | 75247 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $5,000 |
| REFLECTION MINISTRIES OF TEXAS | ||||||
| PO BOX 52371 | MIDLAND | TX | 79710 | 501(C)3 | DOMESTIC VIOLENCE/SEX TRAFFICKING | $5,000 |
| SAFE PLACE OF THE PERMIAN BASIN | ||||||
| PO BOX 11331 | MIDLAND | TX | 79702 | 501(C)3 | DOMESTIC VIOLENCE/SEX TRAFFICKING | $5,000 |
| SENIOR LIFE MIDLAND | ||||||
| PO BOX 80519 | MIDLAND | TX | 79708 | 501(C)3 | OLDER ADULTS | $30,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(C)3 | HEALTHCARE/WELLNESS | $10,000 |
| THE UNIVERSITY OF TEXAS PERMIAN BASIN | ||||||
| 4901 EAST UNIVERSITY | ODESSA | TX | 79762 | 501(C)3 | EDUCATION | $5,000 |
| UNITED WAY OF MIDLAND | ||||||
| 1209 W WALL | MIDLAND | TX | 79701 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $20,000 |
| APHASIA CENTER OF WEST TEXAS | ||||||
| 5214 THOMASON DR | MIDLAND | TX | 79703 | 501(C)3 | HEALTHCARE/WELLNESS | $5,000 |
| FAMILY FIRST | ||||||
| 5509 W GRAY ST STE 100 | TAMPA | FL | 33609 | 501(C)3 | HUMAN SERVICES | $5,000 |
| FAMILY PROMISE OF MIDLAND | ||||||
| 2908 W OHIO AVE | MIDLAND | TX | 79701 | 501(C)3 | HUMAN SERVICES | $5,000 |
| FIRST PRESBYTERIAN MIDLAND | ||||||
| 800 W TEXAS AVE | MIDLAND | TX | 79701 | 501(C)3 | FAITH/SPIRITUAL | $5,000 |
| INVESTED FAITH | ||||||
| PO BOX 57323 | WASHINGTON | DC | 20037 | 501(C)3 | FAITH/SPIRITUAL | $5,000 |
| JUNIOR LEAGUE OF MIDLAND | ||||||
| 902 W DENGAR AVE | MIDLAND | TX | 79705 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $5,000 |
| MARFA PUBLIC RADIO | ||||||
| PO BOX 238 | MARFA | TX | 79843 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $10,000 |
| MEALS ON WHEELS OF ODESSA | ||||||
| PO BOX 15 | ODESSA | TX | 79760 | 501(C)3 | HUMAN SERVICES | $5,000 |
| NAPAKA DBA PRISON CHAPELS | ||||||
| 6125 LUTHER LN | DALLAS | TX | 75225 | 501(C)3 | FAITH/SPIRITUAL | $10,000 |
| ODESSA ARTS | ||||||
| PO BOX 7195 | ODESSA | TX | 79760 | 501(C)3 | ARTS & CULTURE | $5,000 |
| ODESSA COMMUNITY FOUNDATION | ||||||
| PO BOX 3626 | ODESSA | TX | 79760 | 501(C)3 | COMMUNITY/LOCAL INITIATIVES | $12,000 |
| ROPE YOUTH | ||||||
| 3500 W GOLF COURSE RD | MIDLAND | TX | 79703 | 501(C)3 | HUMAN SERVICES | $10,000 |
| TEEN FLOW | ||||||
| PO BOX 733 | MIDLAND | TX | 79702 | 501(C)3 | FAITH/SPIRITUAL | $5,000 |
| THE FIELD'S EDGE | ||||||
| 6701 CHOLLA RD | MIDLAND | TX | 79706 | 501(C)3 | HUMAN SERVICES | $8,000 |
| THRIVING UNITED | ||||||
| 200 N LORAINE ST STE 950 | MIDLAND | TX | 79701 | 501(C)3 | ARTS & CULTURE | $2,500 |
| WEST TEXAS FOOD BANK | ||||||
| PO BOX 4242 | ODESSA | TX | 79760 | 501(C)3 | HUMAN SERVICES | $5,000 |
| GIRL SCOUTS OF THE DESERT SOUTHWEST | ||||||
| 9700 GIRL SCOUT WAY | EL PASO | TX | 79924 | 501(C)3 | HUMAN SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,000 | 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 | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,813 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,813 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING INVESTMENT ACCOUNT RAB-001120 | $79,468 | $98,404 |
| PERSHING INVESTMENT ACCOUNT RAB-001153 | $754 | $754 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $459,506 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $3,674 | $3,674 | $0 |
| PHILANTHROPY FEES | $2,500 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS PAYMENT | $3,266 | $0 | $0 |
| FOREIGN TAXES PAID | $43 | $43 | $0 |
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