WALTER AND JERE HUBBARD FAMILYFOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND JERE HUBBARD FAMILYFOUNDATION (EIN 26-0481920)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349102891
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:38:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W ILLINOIS AVE SUITE 1550 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | 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 | 260481920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER & JERE HUBBARD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4326834777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3282 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 797023282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG HUBBARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4326834777 | 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 | KATIE PHIFFER | PreparerPersonNm |
| PTIN | P01417517 | PTIN |
| Phone | 4326835226 | 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 | $236,458 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $688 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $688 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,216 | 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 |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,834 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,834 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,049 | CashBOYAmt |
| Cash EOY | $11,543 | CashEOYAmt |
| Cash EOYFMV | $11,543 | CashEOYFMVAmt |
| Corporate Stock BOY | $192,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $192,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,908 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,270 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $575 | OtherAssetsBOYAmt |
| Other Assets EOY | $7 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $224,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $236,458 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $600 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $600 | 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 | $224,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $204,223 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $224,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $204,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $204,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $224,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $204,279 | SubtotalAmt |
| Other Decreases | $56 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $204,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $305 | GrossSalesPriceAmt |
| Gain Or Loss | $305 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $305 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $128 | 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 | 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 | CRAIG HUBBARD | IndividualWithBooksNm |
| Phone | 4326834777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3282 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79702 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG HUBBARD | ||||||||
| 1604 GULF AVENUE | MIDLAND | TX | 79705 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATIE L HUBBARD | ||||||||
| 1604 GULF AVENUE | MIDLAND | TX | 79705 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICK C HUBBARD | ||||||||
| 2602 W 48TH STREET | AUSTIN | TX | 79731 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHARINE M HUBBARD | ||||||||
| 1302 LAWSON AVENUE | MIDLAND | TX | 79701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER L HUBBARD | ||||||||
| 1210 DOUGLAS AVENUE | MIDLAND | TX | 79701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN D SWALLOW | ||||||||
| 1307 WEST TEXAS AVENUE | MIDLAND | TX | 79701 | DIRECTOR | 0.00 | $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 | $218,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $12,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,626 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,009 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $119,147 | 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 | $25,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,300 | ExcessFromYear4Amt |
| Excess From Year3 | $12,036 | ExcessFromYear3Amt |
| Excess From Year2 | $17,015 | ExcessFromYear2Amt |
| Excess From Year1 | $22,626 | ExcessFromYear1Amt |
| Excess From Current Year | $17,009 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG HUBBARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIRST TEE WEST TEXAS INC | ||||||
| PO BOX 53035 | MIDLAND | TX | 79710 | PC | TO IMPROVE LIFE OF YOUNG PEOPLE USING GOLF TO TEACH CHARATER | $100 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DR | COLORADO SPRING | CO | 80920 | PC | GENERAL OPERATIONS | $1,200 |
| HOSPICE OF MIDLAND | ||||||
| 911 W TAXES AVE | MIDLAND | TX | 79701 | PC | IN MEMORY OF JANE MULLOY | $75 |
| THE HILLANDER SCHOOL | ||||||
| 1600 W WADLEY AVE | MIDLAND | TX | 79705 | PC | IN MEMORY OF EDDY MERKET | $100 |
| BYNUM SCHOOL | ||||||
| 5100 AVALON DR | MIDLAND | TX | 79707 | PC | GENERAL OPERATIONS | $1,000 |
| PARKINSONS FOUNDATION | ||||||
| 12900 PRESTON RD STE 230 | DALLAS | TX | 75230 | PC | GENERAL OPERATIONS | $50 |
| SIBLEY NATURE CENTER | ||||||
| 1307 E WADLEY AVE | MIDLAND | TX | 79705 | PC | GENERAL OPERATIONS | $5,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 1906 W TEXAS AVE | MIDLAND | TX | 79701 | PC | GENERAL OPERATIONS | $50 |
| ST JUDE CHILDRENS HOSPITAL | ||||||
| 2999 OLYMPUS BLVD SUITE 150 | COPPELL | TX | 75019 | PC | GENERAL OPERATIONS | $100 |
| VETS OF FOREIGN WARS | ||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | GENERAL OPERATIONS | $100 |
| ST ANN'S CATHOLIC CHURCH | ||||||
| 1906 W TEXAS AVE | MIDLAND | TX | 79701 | PC | GENERAL OPERATIONS | $20,000 |
| MIDWEST STATE UNIVERSITY | ||||||
| 3410 TAFT BLVD | WICHITA FALLS | TX | 76308 | PC | GENERAL OPERATIONS | $25 |
| SENIOR LINK | ||||||
| 319 S AUSTIN ST | WEBSTER | TX | 77598 | PC | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,300 | 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 | $688 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,216 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-RAYMOND JAMES | StockNm |
| EOY Book Value | $192,673 | EOYBookValueAmt |
| EOYFMV | $224,908 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $575 | BOYBookValueAmt |
| EOY Book Value | $7 | EOYBookValueAmt |
| EOYFMV | $7 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $56 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,834 | Amt |
| Net Investment Income | $1,834 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $342 | $342 | $0 |
| OTHER TAXES PAID | $95 | $0 | $0 |
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