W A CRISWELL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- W A CRISWELL FOUNDATION INC (EIN 23-7226473)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102424
- Schema version
- 2014v5.0
- 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 | 2015-11-16T13:55:23-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-16 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,417,580 | 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 | $4,149,819 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,431 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,431 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $492,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $492,152 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $492,152 | 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 | $474 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,248,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,087,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,248,203 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,992 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,611 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $30,992 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,939,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,819,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $541,775 | 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 | $234,285 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,081 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $174,204 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $103,104 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $103,104 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,167 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,167 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,498 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,569 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,623 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $5,623 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $168,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,726 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $698,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,349 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $329,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $798,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $798,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,496,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,349 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,127,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,442,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,499,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $534,426 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,602 | CashBOYAmt |
| Corporate Stock BOY | $28,743,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,021,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,021,158 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,969,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,969,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,969,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,969,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $11,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,011,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,011,750 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,224 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,323 | LandBOYAmt |
| Land EOY | $16,700 | LandEOYAmt |
| Land EOYFMV | $408,432 | LandEOYFMVAmt |
| Other Assets BOY | $8,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,817,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,025,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,417,580 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,041 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,506 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $14,550 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,130 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,636 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,500 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,500 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $30,786,508 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $35,003,712 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,788,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,005,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,817,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,025,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,788,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,442,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,230,958 | SubtotalAmt |
| Other Decreases | $225,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,005,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BP PLC SPONS ADR 1000 SHRS | 2014-09-08 | $45,297 | $50,006 | -$4,709 | -$4,709 | ||
| CAL-MAINE FOODS INC NEW 500 SHRS | 2014-04-03 | $31,411 | $29,070 | $2,341 | $2,341 | 2014-03-07 | |
| KINDER MORGAN MGMT LLC | 2014-11-14 | $101 | $101 | $101 | |||
| KINDER MORGAN INC DEL | 2014-12-02 | $23 | $23 | $0 | $0 | 2014-12-02 | |
| MESABI TRUST 500 SHRS | 2014-08-11 | $9,328 | $10,280 | -$952 | -$952 | 2013-10-15 | |
| TRANSOCEAN LTD 250 SHRS | 2014-03-17 | $9,692 | $10,853 | -$1,161 | -$1,161 | 2014-02-26 | |
| KINDER MORGAN MGMT LLC | 2014-05-15 | $20 | $20 | $20 | |||
| BOEING CO 100 SHRS | 2014-10-16 | $12,012 | $6,988 | $5,024 | $5,024 | 2011-01-12 | |
| MESABI TRUST 1500 SHRS | 2014-08-11 | $27,984 | $37,984 | -$10,000 | -$10,000 | ||
| TRANSOCEAN LTD 500 SHRS | 2014-03-17 | $19,384 | $24,394 | -$5,010 | -$5,010 | 2012-01-27 | |
| BLACK HILLS CORPORATION 500 SHRS | 2014-08-12 | $25,865 | $18,468 | $7,397 | $7,397 | ||
| DUKE ENERGY CORP 300 SHRS | 2014-08-12 | $21,411 | $12,522 | $8,889 | $8,889 | ||
| KINDER MORGAN MGMT LLC | 2014-08-11 | $31,344 | $30,398 | $946 | $946 | ||
| KINDER MORGAN INC DEL | 2014-12-01 | $25 | $25 | $0 | $0 | 2010-11-10 | |
| KINDER MORGAN ENERGY XXX PARTNERS LP UNIT LTD | 2014-12-02 | $50,930 | $9,307 | $41,623 | $41,623 | 1998-05-14 | |
| THE SOUTHERN COMPANY 1000 SHRS | 2014-10-16 | $46,322 | $33,034 | $13,288 | $13,288 | ||
| KINDER MORGAN ENERGY PARTNERS LP UNIT LTD | 2014-08-12 | $187,092 | $37,228 | $149,864 | $149,864 | 1998-05-14 | |
| BP PLC SPONS ADR 1000 SHRS | 2014-09-08 | $45,297 | $49,700 | -$4,403 | -$4,403 | ||
| SIGNET JEWELERS LTD | 2014-10-16 | $32,235 | $26,923 | $5,312 | $5,312 | 2014-02-19 | |
| DELTA AIR LINES INC NEW 3000 SHRS | 2014-01-27 | $90,519 | $31,028 | $59,491 | $59,491 | ||
| KIRBY CORP 100 SHRS | 2014-10-16 | $10,024 | $7,465 | $2,559 | $2,559 | 2013-04-19 | |
| MESABI TRUST 1500 SHRS | 2014-08-11 | $27,972 | $39,980 | -$12,008 | -$12,008 | ||
| UNITED CONTINENTAL HOLDINGS INC 2000 SHRS | 2014-01-27 | $88,691 | $47,261 | $41,430 | $41,430 | ||
| DELTA AIR LINES INC NEW 1000 SHRS | 2014-01-27 | $30,173 | $13,231 | $16,942 | $16,942 | 2010-10-12 | |
| TRANSOCEAN LTD 500 SHRS | 2014-03-17 | $19,378 | $26,950 | -$7,572 | -$7,572 | ||
| AMERICAN FUNDS AMCAP FUND CL A 4499.162 SHRS | 2014-10-13 | $122,102 | $97,227 | $24,875 | $24,875 | 2007-09-14 | |
| AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CL A 738.198 SHRS | 2014-05-20 | $27,993 | $26,339 | $1,654 | $1,654 | 2007-09-14 | |
| EL PASO PIPELINE PARTNERS LP UNITS REPSTG LTD PARTNERS | 2014-11-28 | $55,320 | $45,610 | $9,710 | $9,710 | 2013-12-31 | |
| KINDER MORGAN INC | 2014-12-03 | $35 | $34 | $1 | $1 | 2014-11-28 | |
| KINDER MORGAN INC DEL | 2014-12-03 | $34 | $34 | $0 | $0 | 2014-12-03 | |
| KINDER MORGAN ENERGY CHG PARTNERS LP UNIT LTD | 2014-12-03 | $224,093 | $164,428 | $59,665 | $59,665 | 2011-05-04 | |
| TRINITY INDUSTRIES INC 2000 SHRS | 2014-12-23 | $55,231 | $67,951 | -$12,720 | -$12,720 | 2014-10-21 | |
| BAKER HUGHES INC 1000 SHRS | 2014-12-23 | $55,977 | $65,617 | -$9,640 | -$9,640 | 2014-11-18 | |
| SEADRILL LTD F 5700 SHRS | 2014-12-22 | $58,498 | $146,308 | -$87,810 | -$87,810 | 2014-02-25 | |
| HEWLETT-PACKARD 81000 SHRS | 2014-12-09 | $81,000 | $82,615 | -$1,615 | -$1,615 | 2013-11-18 | |
| KINDER MORGAN INC | 2014-12-02 | $6 | $4 | $2 | $2 | 2014-05-27 | |
| BREITBURN ENERGY PTNR LP | 2014-11-21 | $6 | $8 | -$2 | -$2 | 2010-12-21 | |
| BANCO CILBAO ARGEN ADR | 2014-10-27 | $1 | -$1 | -$1 | 2014-10-27 | ||
| ISHARES REGIONAL BANKS ETF 4250 SHRS | 2014-10-23 | $136,757 | $142,856 | -$6,099 | -$6,099 | 2014-01-17 | |
| HODGES SMALL CAP 6161 SHRS | 2014-10-21 | $116,700 | $116,000 | $700 | $700 | 2014-02-14 | |
| MATADOR RESOURCES CO 2500 SHRS | 2014-10-02 | $56,583 | $68,004 | -$11,421 | -$11,421 | 2014-06-11 | |
| TASER INTERNATIONAL INC 3000 SHRS | 2014-10-02 | $44,156 | $55,048 | -$10,892 | -$10,892 | 2014-09-05 | |
| SECTOR SPDR HEALTH FUND 2780 SHRS | 2014-08-08 | $166,210 | $151,209 | $15,001 | $15,001 | ||
| SECTOR SPDR HEALTH FUND 2500 SHRS | 2014-08-08 | $149,448 | $103,439 | $46,009 | $46,009 | ||
| VANGUARD DEVELOPED MKTS 7740 SHRS | 2014-08-05 | $102,042 | $102,314 | -$272 | -$272 | ||
| VANGUARD INDUSTRIALS 1170 SHRS | 2014-08-05 | $117,144 | $115,709 | $1,435 | $1,435 | ||
| OASIS PETROLEUM INC | 2014-08-04 | $193,148 | $169,958 | $23,190 | $23,190 | ||
| ISHARES US TRANSN AVG 1615 | 2014-08-04 | $233,633 | $205,844 | $27,789 | $27,789 | ||
| ISHARES US TRANSN AVG 1015 | 2014-08-04 | $146,835 | $100,897 | $45,938 | $45,938 | ||
| SEADRILL LTD F 2500 SHARES | 2014-08-04 | $89,517 | $88,711 | $806 | $806 | 2014-02-25 | |
| OASIS PETROLEUM INC | 2014-08-04 | $93,958 | $87,014 | $6,944 | $6,944 | 2013-11-18 | |
| US TREASUR NT | 2014-07-16 | $87,082 | $87,085 | -$3 | -$3 | 2013-11-19 | |
| PROSHS ULTRASHRT ETF 1000 SHRS | 2014-05-07 | $62,852 | $135,737 | -$72,885 | -$72,885 | ||
| ALON USA PARTNERS LP | 2014-02-27 | $43,490 | $56,631 | -$13,141 | -$13,141 | ||
| KRAFT FOODS GROUP | 2014-02-03 | $59,073 | $61,377 | -$2,304 | -$2,304 | ||
| KRAFT FOODS GROUP | 2014-02-03 | $61,641 | $39,468 | $22,173 | $22,173 | ||
| VANGUARD INDUSTRIALS 965 SHRS | 2014-02-03 | $91,158 | $88,524 | $2,634 | $2,634 | ||
| VANGUARD INDUSTRIALS 1370 SHRS | 2014-02-03 | $129,416 | $101,388 | $28,028 | $28,028 | ||
| JOHNSON & JOHNSON 980 SHRS | 2014-02-03 | $85,834 | $88,326 | -$2,492 | -$2,492 | ||
| JOHNSON & JOHNSON 1500 SHRS | 2014-02-03 | $131,379 | $81,007 | $50,372 | $50,372 | ||
| ISHARES MORNINGSTAR MID-CAP VALUE ETF 725 SHRS | 2014-02-03 | $78,247 | $77,124 | $1,123 | $1,123 | ||
| COCA COLA COMPANY 650 SHRS | 2014-02-03 | $24,504 | $25,214 | -$710 | -$710 | 2013-10-25 | |
| COCA COLA COMPANY 4800 SHRS | 2014-02-03 | $180,949 | $144,025 | $36,924 | $36,924 | ||
| ISHARES REGIONAL BANKS ETF 2850 SHRS | 2014-02-03 | $89,427 | $87,254 | $2,173 | $2,173 | ||
| ISHARES REGIONAL BANKS ETF 2000 SHRS | 2014-02-03 | $62,756 | $50,934 | $11,822 | $11,822 | ||
| VANGUARD VALUE 3205 SHRS | 2014-02-03 | $232,325 | $136,176 | $96,149 | $96,149 | ||
| MONDELEZ INTL INC CL A 1950 SHRS | 2014-01-31 | $63,024 | $61,629 | $1,395 | $1,395 | ||
| MONDELEZ INTL INC CL A 3600 SHRS | 2014-01-31 | $116,352 | $73,015 | $43,337 | $43,337 | ||
| VANGUARD CONSUMR STAPLES 2170 SHRS | 2014-01-31 | $224,320 | $160,305 | $64,015 | $64,015 | 2011-02-25 | |
| VANGUARD DIV APPRCIATION 3030 SHRS | 2014-01-31 | $215,122 | $122,716 | $92,406 | $92,406 | ||
| ABBOT LABORATORIES 1100 SHRS | 2014-01-27 | $39,780 | $36,934 | $2,846 | $2,846 | ||
| ABBOT LABORATORIES 3000 SHRS | 2014-01-27 | $108,492 | $69,030 | $39,462 | $39,462 | ||
| CHEVRON CORPORATION 740 SHRS | 2014-01-14 | $88,056 | $88,746 | -$690 | -$690 | ||
| CHEVRON CORPORATION 1400 SHRS | 2014-01-14 | $166,593 | $101,300 | $65,293 | $65,293 | ||
| KAYNE ANDERSON MLP INVT 4858 SHRS | 2014-01-08 | $180,058 | $108,732 | $71,326 | $71,326 | 2008-03-24 | |
| CAPITAL GAINS DIVIDENDS | $276,291 | $276,291 | $276,291 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,248,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$65,897 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,282,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,152,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,740,673 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,911,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069875 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,321,676 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,529,414 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090941 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,325,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,028,231 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,196,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,679,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057876 | DistributionYr5Rt |
| Total Distribution | 0.323488 | TotalDistributionRt |
| Average Distribution | 0.064698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,228,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,020,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,035,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,127,082 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $151 | EsPenaltyAmt |
| Tax Due | $15,069 | 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 |
|---|---|---|---|---|---|---|---|---|
| DARRELL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JACK POGUE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| CURTIS BAKER | ||||||||
| 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 |
| DEAN CHILDRES | ||||||||
| 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 |
| DR JACK GRAHAM | ||||||||
| 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 |
| BLAKE POGUE | ||||||||
| 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 |
| MICHAEL LAFITTE | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ED RAWLS | ||||||||
| 2000 MCKINNEY AVENUE SUITE 975 | DALLAS | TX | 75201 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHRIS LANTRIP | ||||||||
| 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 |
| DR JERRY VINES | ||||||||
| 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 | $114,000 | 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 | $329,017 | 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 | $29,637,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,969,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,704,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,704,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $475,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,228,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,561,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,561,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,998 | TotalTaxAmt |
| Distributable Before Adj | $1,531,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,531,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,531,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,127,082 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,127,082 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,127,082 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,531,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $183,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,048,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $509,575 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,753,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,127,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,127,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $404,343 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $404,343 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,348,690 | 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 | $1,348,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $839,115 | ExcessFromYear3Amt |
| Excess From Year2 | $509,575 | ExcessFromYear2Amt |
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 | $720,651 |
| DALLAS LIFE FOUNDATION | |||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | SUPPORT MINISTRY TO THE HOMELESS | $1,051 |
| FIRST BAPTIST ACADEMY | |||||
| 1704 PATTERSON STREET | DALLAS | TX | 75201 | SUPPORT CHRISTIAN SCHOOL OPERATIONS & SCHOLARSHIPS | $64,834 |
| FIRST BAPTIST CHURCH DALLAS | |||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | SUPPORT CHURCH OPERATIONS & CHOIR | $1,395 |
| FIRST BAPTIST CHURCH FARMERSVILLE | |||||
| 124 SOUTH WASHINGTON STREET | FARMERSVILLE | TX | 75442 | SUPPORT CHRISTIAN CHURCH OPERATIONS | $617 |
| KCBI RADIO | |||||
| 411 RYAN PLAZA DRIVE | ARLINGTON | TX | 76011 | SUPPORT CHRISTIAN RADIO OPERATIONS | $7,646 |
| LAKESIDE BAPTIST CHURCH | |||||
| 9150 GARLAND ROAD | DALLAS | TX | 75218 | SUPPORT CHRISTIAN CHURCH OPERATIONS | $801 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||
| 120 SOUTH WINDGATE STREET | WAKE FOREST | NC | 27587 | SUPPORT CHRISTIAN EDUCATION | $1,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $798,064 | 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 | $16,431 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492,152 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $474 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $60,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,248,203 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | BusinessBusinessCd |
|---|---|---|
| BOOK ROYALTIES | $586 | |
| UBIT PARTNERSHIP K-1 | -$30,227 | 525990 |
| MISCELLANEOUS | $22 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$29,619 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,817,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,788,252 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLAKE AND ANN POGUE | ||||||
| 1 | PHOENIX PROPERTY CO 5950 SHERRY LN | DALLAS | TX | 75225 | $104,500 | Yes (X) |
| MACK POGUE | ||||||
| 2 | 2000 MCKINNEY AVE SUITE 975 | DALLAS | TX | 75201 | $4,000,000 | Yes (X) |
| DARRELL LAFITTE | ||||||
| 3 | 21 LAKESIDE PARK | DALLAS | TX | 75225 | $10,000 | Yes (X) |
| CHRIS LANTRIP | ||||||
| 4 | 1825 MARKET CENTER BLVD SUITE 460 | DALLAS | TX | 75207 | $16,500 | Yes (X) |
| HADDON O WINCKLER | ||||||
| 5 | 16475 DALLAS PKWY SUITE 800 | DALLAS | TX | 75248 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,167 | Amt |
| Net Investment Income | $22,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $2,781 | SL | 7.000000000000 | $104 | $0 | $104 |
| 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 | $626 | SL | 5.000000000000 | $395 | $0 | $395 |
| WEBSITE DEVELOPMENT FOR SERMON LIBRARY | 2012-09-15 | $3,989 | $1,773 | SL | 3.000000000000 | $1,330 | $0 | $1,330 |
| NEW SERVER ADDITIONS FOR SERMON LIBRARY | 2013-12-01 | $18,970 | $316 | 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 | $29,021,158 | EOYBookValueAmt |
| EOYFMV | $29,021,158 | 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 | $11,750 | $11,750 |
| MONEY MARKET PREFERRED | FMV | $4,000,000 | $4,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 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 |
| GASTON AVE PARKING LOT | $202,131 | $0 | $202,131 |
| 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 | $1,021 | $955 |
| WEBSITE DEVELOPMENT FOR SERMON LIBRARY | $3,989 | $3,103 | $886 |
| NEW SERVER ADDITIONS FOR SERMON LIBRARY | $18,970 | $4,110 | $14,860 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $103,104 | LegalFeesAmt |
| Net Investment Income | $103,104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990PF DEPOSIT | Desc |
| BOY Book Value | $8,240 | 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 | $202,058 |
| BOOK EXPENSE (EXCISE TAX) | $23,688 |
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 | $1,442 | $0 | $0 | $1,442 |
| INSURANCE | $41,818 | $0 | $0 | $0 |
| POSTAGE | $560 | $0 | $0 | $560 |
| OFFICE SUPPLIES | $2,724 | $0 | $0 | $2,724 |
| COMPUTER & SOFTWARE | $9,877 | $2,835 | $0 | $7,044 |
| MISCELLANEOUS | $2,647 | $0 | $0 | $0 |
| WEB-SITE LIBRARY | $6,599 | $0 | $0 | $6,599 |
| CONTRACTORS | $70,557 | $0 | $0 | $70,557 |
| OTHER EXPENSES - SERMON LIBRARY | $28,207 | $0 | $0 | $28,207 |
| TRAVEL | $2,182 | $0 | $0 | $2,182 |
| INSURANCE | $1,726 | $1,726 | $1,726 | $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 | -$4,857 | -$4,857 | -$4,857 |
| OIL & GAS ROYALTIES NET | $61,136 | $61,136 | $61,136 |
| ROYALTIES 1099 BROKERAGE | $4,332 | $4,332 | $4,332 |
| BOOK ROYALTIES | $586 | $0 | $586 |
| UBIT PARTNERSHIP K-1 | -$30,227 | -$30,227 | |
| MISCELLANEOUS | $22 | $22 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DISTRIBUTIONS | Desc |
| BOY Book Value | $14,550 | BOYBookValueAmt |
| EOY Book Value | $6,130 | 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 | $117,697 | $117,697 | $0 | $0 |
| TRANSCRIBERS | $35,498 | $0 | $0 | $35,498 |
| PROFESSIONAL FEES | $2,500 | $2,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $5,219 | $5,219 | $0 | $0 |
| PROPERTY TAXES | $4,350 | $4,350 | $0 | $0 |
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