2014-08-12T08:39:44-05:00 2014-03-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990 2013-04-01 750575065 SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW SOUT 8178772400 PO BOX 150 FORT WORTH TX 76101 BRADFORD S BARNES PRESIDENT 8178772400 2014-08-11 1 CURTIS MAXFIELD P00445178 2143939300 2013 2015-11-30 17:44:51Z BRADFORD S BARNES PO BOX 150 FORT WORTH TX 76101 19660789 0 X WWW.FWSSR.COM X 1948 TX THE STOCK SHOW ENCOURAGES AND PROMOTES THE BREEDING, RAISING, AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS. 150 143 943 900 0 0 457876 575060 15942299 17022397 1056281 692597 1138 15659 17457594 18305713 630641 590118 0 0 2569392 2751738 0 0 0 12744380 13508768 15944413 16850624 1513181 1455089 22918147 25779546 3037483 2141661 19880664 23637885 THE STOCK SHOW ENCOURAGES AND PROMOTES THE BREEDING, RAISING, AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS. 0 0 16345745 590118 17038056 EXHIBITION OF LIVESTOCK AND FARM PRODUCTS TO THE PUBLIC IN ORDER TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING AND MARKETING OF BETTER CATTLE AND AGRICULTURAL PRODUCTS. 16345745 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 500 0 1 943 1 0 0 0 0 0 1 1 0 0 0 0 X 150 143 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRADFORD S BARNES 8178772400 3400 BURNETT TANDY DRIVE FORT WORTH TX 76107 EDWARD P BASS CHAIRMAN OF THE BOARD 0.50 1.00 X X 0 0 0 BRADFORD S BARNES PRESIDENT/GENERAL MANAGER 40.00 0.50 X X 443911 0 68734 CHARLIE GEREN VICE PRESIDENT 0.50 0.00 X X 1800 0 0 CHARLES B MONCRIEF SECRETARY 0.50 0.00 X X 0 0 0 RANDY RODGERS TREASURER 0.50 0.00 X X 0 0 0 W R WATT JR PRESIDENT EMERITUS 0.50 0.50 X X 0 0 0 DAN L ADAMS DIRECTOR 0.50 0.00 X 0 0 0 ELAINE B AGATHER DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM C ANDERSON DIRECTOR 0.50 0.00 X 0 0 0 LARRY ANFIN DIRECTOR 0.50 0.00 X 0 0 0 BILL BARCLAY DIRECTOR 0.50 0.00 X 0 0 0 LEE M BASS DIRECTOR 0.50 0.00 X 0 0 0 ED FARMER BEGGS II DIRECTOR 0.50 0.00 X 0 0 0 GEORGE BEGGS IV DIRECTOR 0.50 0.00 X 0 0 0 MIKE BERRY DIRECTOR 0.50 0.00 X 0 0 0 BOB BOLEN DIRECTOR 0.50 0.00 X 0 0 0 PETE BONDS DIRECTOR 0.50 0.00 X 0 0 0 JOHN P BOSWELL DIRECTOR 0.50 0.00 X 0 0 0 MARTIN C BOWEN DIRECTOR 0.50 0.00 X 0 0 0 VON R BOX DIRECTOR 0.50 0.00 X 900 0 0 MADELON L BRADSHAW DIRECTOR 0.50 0.00 X 0 0 0 STEPHEN L BROTHERTON DIRECTOR 0.50 0.00 X 0 0 0 JON BRUMLEY DIRECTOR 0.50 0.00 X 0 0 0 JONNY BRUMLEY DIRECTOR 0.50 0.00 X 0 0 0 JIM CALHOUN JR DIRECTOR 0.50 0.00 X 0 0 0 MATTHEW CARTER DIRECTOR 0.50 1.00 X 0 0 0 RICHARD L CONNOR DIRECTOR 0.50 0.00 X 0 0 0 A V CORPENING III DIRECTOR 0.50 0.00 X 0 0 0 DAN CRAINE DIRECTOR 0.50 0.00 X 0 0 0 TERRY R DALLAS DIRECTOR 0.50 0.00 X 0 0 0 J T DICKENSON DIRECTOR 0.50 0.00 X 0 0 0 W CRAIG DOYLE DIRECTOR 0.50 0.00 X 0 0 0 RALPH H DUGGINS DIRECTOR 0.50 0.00 X 0 0 0 ROY J EATON DIRECTOR 0.50 0.00 X 700 0 0 CRAWFORD EDWARDS DIRECTOR 0.50 0.00 X 0 0 0 TOM FELLER DIRECTOR 0.50 0.00 X 0 0 0 BEN FORTSON III DIRECTOR 0.50 0.00 X 0 0 0 GILBERT GAMEZ JR DIRECTOR 0.50 0.00 X 400 0 0 RUSS GARRISON DIRECTOR 0.50 0.00 X 200 0 0 JOHN T GAVIN DIRECTOR 0.50 0.00 X 0 0 0 BOB GLENN DIRECTOR 0.50 0.00 X 400 0 0 FRANK H GOLDTHWAITE JR DIRECTOR 0.50 0.00 X 0 0 0 BARRY GREEN DIRECTOR 0.50 0.00 X 0 0 0 ROB GREEN DIRECTOR 0.50 0.00 X 0 0 0 JEFFREY H CONNER DIRECTOR 0.50 0.00 X 0 0 0 MICHELE HAHNFELD DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL B HARRISON DIRECTOR 0.50 0.00 X 400 0 0 DEBRA JOHNSON HEAD DIRECTOR 0.50 0.00 X 0 0 0 JOHN HERNANDEZ DIRECTOR 0.50 0.00 X 0 0 0 HOLT HICKMAN DIRECTOR 0.50 0.00 X 0 0 0 MARCUS HILL DIRECTOR 0.50 0.00 X 0 0 0 J D JOHNSON DIRECTOR 0.50 0.00 X 0 0 0 KATE JOHNSON DIRECTOR 0.50 0.00 X 1700 0 0 W CLAY JONES DIRECTOR 0.50 0.00 X 0 0 0 WAYNE C JORDAN DIRECTOR 0.50 0.00 X 50 0 0 JIM KELLEY DIRECTOR 0.50 0.00 X 350 0 0 DEE KELLY JR DIRECTOR 0.50 0.00 X 0 0 0 CARTER KING DIRECTOR 0.50 0.00 X 0 0 0 J LUTHER KING JR DIRECTOR 0.50 0.00 X 0 0 0 SCOTT KLEBERG DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM A LANDRETH JR DIRECTOR 0.50 0.00 X 0 0 0 R MIKE LANSFORD DIRECTOR 0.50 0.00 X 300 0 0 ROBERT M LANSFORD DIRECTOR 0.50 0.00 X 400 0 0 CHARLES R LASATER DIRECTOR 0.50 0.00 X 0 0 0 KENNETH K LEIBER DIRECTOR 0.50 0.00 X 400 0 0 JOSH HARBUCK DIRECTOR 0.50 0.00 X 200 0 0 JASON LESIKAR DIRECTOR 0.50 0.00 X 400 0 0 ARVIL J LEWIS DIRECTOR 0.50 0.00 X 0 0 0 JOHN L LEWIS DIRECTOR 0.50 0.00 X 200 0 0 JAMES E LINK DIRECTOR 0.50 0.00 X 0 0 0 RAYMOND P LOPEZ DIRECTOR 0.50 0.00 X 0 0 0 MANUEL LOPEZ III DIRECTOR 0.50 0.00 X 0 0 0 LOUIS E MARTIN III DIRECTOR 0.50 0.00 X 0 0 0 WILSON MARTIN DIRECTOR 0.50 0.00 X 300 0 0 DAVID MCDAVID DIRECTOR 0.50 0.00 X 0 0 0 JOHN F MCMICHAEL DIRECTOR 0.50 0.00 X 0 0 0 RONNIE MCNUTT DIRECTOR 0.50 0.00 X 3400 0 0 WILLIAM W MEADOWS DIRECTOR 0.50 0.00 X 0 0 0 CLAYTON E MELTON DIRECTOR 0.50 0.00 X 0 0 0 JOHN L MERRILL DIRECTOR 0.50 0.00 X 0 0 0 ROBERT H MERRILL DIRECTOR 0.50 0.00 X 0 0 0 A M MICALLEF DIRECTOR 0.50 0.00 X 0 0 0 MARY BETH MILLETT DIRECTOR 0.50 0.00 X 500 0 0 BILLY MINICK DIRECTOR 0.50 0.00 X 0 0 0 PAM MINICK DIRECTOR 0.50 0.00 X 0 0 0 KIT MONCRIEF DIRECTOR 0.50 0.00 X 0 0 0 MIKE MONCRIEF DIRECTOR 0.50 0.00 X 0 0 0 BRIAN LUIG DIRECTOR 0.50 0.00 X 0 0 0 BILL MOBLY DIRECTOR 0.50 0.00 X 0 0 0 JOSEPH A MONTELEONE DIRECTOR 0.50 0.00 X 0 0 0 BOB MOORHOUSE DIRECTOR 0.50 0.00 X 300 0 0 J TYLER MORRIS DIRECTOR 0.50 0.00 X 0 0 0 GREG MORSE DIRECTOR 0.50 0.00 X 0 0 0 CARL MULLINS DIRECTOR 0.50 0.00 X 0 0 0 DAN NANCE DIRECTOR 0.50 0.00 X 0 0 0 FLN NEVE DIRECTOR 0.50 0.00 X 0 0 0 PHILIP E NORWOOD DIRECTOR 0.50 0.00 X 0 0 0 ERLE NYE DIRECTOR 0.50 0.00 X 0 0 0 S DALE OUSLEY DIRECTOR 0.50 0.00 X 1000 0 0 J C PACE III DIRECTOR 0.50 0.00 X 0 0 0 HOWARD PENA DIRECTOR 0.50 0.00 X 0 0 0 ROSS PEROT JR DIRECTOR 0.50 0.00 X 0 0 0 GERALD H PERRY DIRECTOR 0.50 0.00 X 650 0 0 G MARTIN PHILLIPS DIRECTOR 0.50 0.00 X 0 0 0 ROY T PITCOCK DIRECTOR 0.50 0.00 X 0 0 0 BILL POTEET III DIRECTOR 0.50 0.00 X 0 0 0 CHRIS QUINN DIRECTOR 0.50 0.00 X 0 0 0 F D QUINN III DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM D RATLIFF III DIRECTOR 0.50 0.00 X 0 0 0 BRECK RAY DIRECTOR 0.50 0.10 X 0 0 0 GARY RAY DIRECTOR 0.50 0.00 X 0 0 0 THOMAS B REYNOLDS DIRECTOR 0.50 0.00 X 0 0 0 MARTIN RICHTER DIRECTOR 0.50 0.00 X 200 0 0 MARTY RICHTER DIRECTOR 0.50 0.00 X 0 0 0 MARY MARGARET RICHTER DIRECTOR 0.50 0.00 X 0 0 0 KELLY RILEY DIRECTOR 0.50 0.00 X 0 0 0 CHARLES R ROLLINS DIRECTOR 0.50 0.00 X 0 0 0 CHARLIE ROYER III DIRECTOR 0.50 0.00 X 0 0 0 JAMES A RYFFEL DIRECTOR 0.50 0.00 X 0 0 0 L J SADLOWSKI DIRECTOR 0.50 0.00 X 0 0 0 ABEL SANCHEZ DIRECTOR 0.50 0.00 X 0 0 0 EDDIE SANDOVAL III DIRECTOR 0.50 0.00 X 400 0 0 MIKE SANDS DIRECTOR 0.50 0.00 X 750 0 0 THOMAS B SAUNDERS V DIRECTOR 0.50 0.00 X 94050 0 0 CHRIS SCHARBAUER DIRECTOR 0.50 0.00 X 0 0 0 W A SCHMID III DIRECTOR 0.50 0.00 X 0 0 0 ALAN SCHUTTS DIRECTOR 0.50 0.00 X 0 0 0 GORDON H ROBERTS DIRECTOR 0.50 0.00 X 0 0 0 PHILIP L SCHUTTS DIRECTOR 0.50 0.00 X 2700 0 0 ROBERT W SEMPLE DIRECTOR 0.50 0.00 X 0 0 0 MORRIS L SHEATS II DIRECTOR 0.50 0.00 X 50 0 0 DANNY R SMITH DIRECTOR 0.50 0.00 X 0 0 0 CLIFF TEINERT DIRECTOR 0.50 0.00 X 0 0 0 JOHN R THOMPSON JR DIRECTOR 0.50 0.00 X 0 0 0 THEO THOMPSON DIRECTOR 0.50 0.00 X 0 0 0 RANDY UPSHAW DIRECTOR 0.50 0.00 X 500 0 0 MICHAEL D WARNER DIRECTOR 0.50 0.00 X 0 0 0 RANDY WATSON DIRECTOR 0.50 0.00 X 0 0 0 A B WHARTON DIRECTOR 0.50 0.00 X 0 0 0 LARRY B WHITE JR DIRECTOR 0.50 0.00 X 0 0 0 BERT WILLIAMS DIRECTOR 0.50 0.00 X 0 0 0 J R WILLIAMS III DIRECTOR 0.50 0.20 X 0 0 0 J ROGER WILLIAMS DIRECTOR 0.50 0.00 X 0 0 0 PHILIP C WILLIAMSON DIRECTOR 0.50 0.00 X 0 0 0 JAMES WOOD DIRECTOR 0.50 0.00 X 0 0 0 ROSARIO VILLALPANDO DIRECTOR 0.50 0.00 X 0 0 0 ADAM J WALDECK DIRECTOR 0.50 0.00 X 0 0 0 RODNEY WOODSON DIRECTOR 0.50 0.00 X 0 0 0 BOB R WRIGHT DIRECTOR 0.50 0.00 X 0 0 0 GEORGE M YOUNG JR DIRECTOR 0.50 0.00 X 0 0 0 L O BRIGHTBILL III HONORARY VICE PRESIDENT 0.50 0.00 X 0 0 0 JOHN B COLLIER IV HONORARY VICE PRESIDENT 0.50 0.00 X 0 0 0 JOHN EARL SEELIG HONORARY VICE PRESIDENT 0.50 0.00 X 0 0 0 VERNELL STURNS HONORARY VICE PRESIDENT 0.50 0.00 X 0 0 0 FRANK P TALLEY JR HONORARY VICE PRESIDENT 0.50 0.00 X 0 0 0 R A BROWN HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 R A CANTRELL JR HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 I B CHAPMAN II HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 EARL COX HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 JOHN E DUDLEY HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 JACK W FERRILL HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 GENE GRAY HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 HARRY G HANSEN HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 EDWARD HUDSON JR HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 T E JERNIGAN HONORARY VICE PRESIDENT 0.50 0.00 X 600 0 0 DEE J KELLY HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 ANNE W MARION HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 KAYE BUCK MCDERMOTT HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 WILLIAM E MCKAY HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 W A MONCRIEF JR HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 FRANK L NEVE III HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 GARY H PACE HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 LEONARD PAUL HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 JOHN V ROACH HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 MARSHALL T ROBINSON HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 TOM B SAUNDERS IV HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 CLARENCE SCHARBAUER JR HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 JOHN M STEVENSON HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 DON E WEEKS HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 TOM L WOODWARD HONORARY VICE PRESIDENT 0.50 0.00 X 700 0 0 WILLIAM S DAVIS HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 G MALCOLM LOUDEN HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 DAVID J SIMONS HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 F HOWARD WALSH JR HONORARY VICE PRESIDENT 0.00 0.00 X 0 0 0 GINNY BROWN ACCOUNTING MANAGER 40.00 0.00 X 121254 0 30903 DANA LEWIS ADMINISTRATIVE MANAGER 40.00 0.00 X 120827 0 47326 BRUCE MCCARTY DEPARTMENT MANAGER 40.00 0.00 X 130991 0 26541 PAM WRIGHT DEPARTMENT MANAGER 40.00 0.00 X 128660 0 20544 SUSIE MITCHELL OFFICE MANAGER 40.00 0.00 X 106350 0 29321 STEFAN MARCHMAN DEPARTMENT MANAGER 40.00 0.00 X 100072 0 16928 SHANNA WANDMACHER DEPARTMENT MANAGER 40.00 0.00 X 108780 0 14482 1375745 0 254779 8 0 1 0 RAFTER G RODEO COMPANY 9140 CR 353 TERRELL TX 75161 RODEO SHOW CONTRACTOR 461590 DAVID HUDGINS 839 DEER TRAIL GORDON TX 76454 MAINTENANCE SERVICES 231230 COBURN'S CATERING 801 N MAIN STREET FORT WORTH TX 76164 CATERING CONTRACTOR 167708 REATA RESTAURANTS MGMT CO 310 HOUSTON STREET FORT WORTH TX 76102 CATERING CONTRACTOR 154059 INNOVADOR LLC PO BOX 471426 FORT WORTH TX 76147 PUBLIC RELATIONS 145108 13 575060 575060 RODEO & LIVESTOCK SHOW 900099 17022397 17022397 17022397 356631 356631 1678003 1342037 335966 335966 335966 28698 13039 15659 15659 18305713 17038056 0 692597 252786 252786 337332 337332 455000 364000 91000 1719427 1547484 171943 270525 227241 43284 306786 273040 33746 28618 28618 42823 10706 32117 104171 104171 532851 532851 50685 50685 43982 43982 167441 167441 28674 28674 121767 121767 425397 425397 STOCK SHOW 5474080 5474080 LIVESTOCK SALE 4480020 4480020 RODEO 1880293 1880293 POSTAGE 67188 67188 60778 60778 16850624 16345745 504879 0 1092698 111681 2737804 5062773 88813 112493 13770 30155 31632 56064 1946752 1232548 749641 714204 13879347 15185596 4203378 4415516 121064 91064 22918147 25779546 189196 121246 96853 800000 720000 1951434 1300415 3037483 2141661 X 18654560 22158653 1226104 1479232 19880664 23637885 22918147 25779546 X 1455089 1807820 494312 X X 0 1 X 1 0 X 300375 570700 398551 457876 575060 2302562 13310035 13728854 15137151 15951536 17051095 75178671 13610410 14299554 15535702 16409412 17626155 77481233 0 65007 53066 18392 4443 140908 65007 53066 18392 4443 140908 77340325 375171 349672 359712 288487 356631 1729673 375171 349672 359712 288487 356631 1729673 13985581 14649226 15895414 16697899 17982786 79210906 0.97640 0.97050 0.02180 0.02510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147445 109856 37589 1632956 998675 634281 166351 124017 42334 714204 FIXED INCOME - OTHER FUND 1025178 F MULTI-STRATEGY HEDGE FUND 1034422 F PRIVATE EQUITY FUND 1710068 F REAL ESTATE INVESTMENT TRUSTS 645848 F 4415516 DEFINED BENEFIT PLAN 1300415 1300415 X 20516713 1807820 507351 2315171 18201542 104171 104171 18305713 16759492 13039 13039 16746453 104171 104171 16850624 PART X, LINE 2: FASB ASC TOPIC NO. 740, INCOME TAXES, PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT OF THE STOCK SHOW BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE STOCK SHOW FILES FORM 990 IN THE FEDERAL JURISDICTION WITHIN THE UNITED STATES. AT MARCH 31, 2014, THE STOCK SHOW'S TAX RETURNS RELATED TO THE YEARS ENDED MARCH 31, 2011 THROUGH MARCH 31, 2013 REMAIN OPEN TO POSSIBLE EXAMINATION BY TAX AUTHORITIES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. THE STOCK SHOW HAS NOT INCURRED ANY PENALTIES OR INTEREST UNDER FASB ASC TOPIC NO. 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: MERCHANDISE COST OF GOODS SOLD 13,039. EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE ASSOCIATION TO FULLY RECOGNIZE THE CHANGE IN THE UNDERFUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 494,312. PART XII, LINE 2D - OTHER ADJUSTMENTS: MERCHANDISE COST OF GOODS SOLD 13,039. 1 FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY STREET FORT WORTH TX 76107 750755335 501(C)(3) 50000 EDUCATION BOTANICAL RESEARCH INSTITUTE OF TEXAS INC 1700 UNIVERSITY DRIVE FORT WORTH TX 76102 752198196 501(C)(3) 100000 EDUCATION MAKE-A-WISH FOUNDATION OF NORTH TEXAS 6655 DESEO DRIVE IRVING TX 75039 751889666 501(C)(3) 5000 EDUCATION NORTH TEXAS CUTTING CHAMPIONS 777 TAYLOR STREET SUITE 900 FORT WORTH TX 76102 750275060 501(C)(6) 5000 EDUCATION NORTH TEXAS HIGH SCHOOL RODEO ASSOCIATION PO BOX 79500 SAGINAW TX 76179 237322039 501(C)(4) 5000 EDUCATION SUSAN G KOMEN FOR THE CURE PO BOX 101328 FORT WORTH TX 76185 751835298 501(C)(3) 20160 EDUCATION NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM 2401 SCOTT AVENUE FORT WORTH TX 76103 752961984 501(C)(3) 5000 EDUCATION PROFESSIONAL RODEO COWBOYS ASSOCIATION 101 PRO RODEO DRIVE COLORADO SPRINGS CO 80919 840414922 501(C)(6) 5000 EDUCATION LONGHORN COUNCIL BSA 850 CANNON DRIVE HURST TX 76054 756104103 501(C)(3) 5000 EDUCATION JUNIOR LEAGUE OF FORT WORTH 255 BAILEY AVENUE FORT WORTH TX 76107 756022377 501(C)(3) 7500 EDUCATION TARRANT AREA COMMUNITY OF CHURCHES 2601 CLOVER LANE FORT WORTH TX 76107 756004721 501(C)(3) 5000 EDUCATION FORT WORTH MOUNTED PATROL CITIZENS SUPPORT GROUP PO BOX 150 FORT WORTH TX 76101 752199197 501(C)(3) 10000 EDUCATION TEXAS FFA FOUNDATION 614 EAST 12TH STREET AUSTIN TX 78701 742520515 501(C)(3) 10000 EDUCATION COOK CHILDRENS MEDICAL CENTER 801 7TH AVENUE FORT WORTH TX 76104 752051646 501(C)(3) 26736 EDUCATION TEXAS HIGH SCHOOL RODEO ASSOCIATION 704 1/2 SOUTHVIEW CIRCLE CENTER TX 75935 742093972 501(C)(3) 8000 EDUCATION ALLIED COMMUNITIES OF TARRANT COUNTY PO BOX 3565 FORT WORTH TX 76113 751551856 501(C)(4) 5000 EDUCATION THE CLIBURN 2525 RIDGMAR BLVD STE 307 FORT WORTH TX 76116 751098332 501(C)(3) 5000 EDUCATION 13 4 EQUINE SCHOLARSHIPS 27 36500 VARIOUS SCHOLARSHIPS 8 23400 CALF SCRAMBLE STUDENT AG AWARDS AND SCHOLARSHIPS 319 201233 HEIFER BEEF CHALLENGE SCHOLARSHIPS 28 51000 ART CONTEST SCHOLARSHIPS 33 18199 COMMERCIAL HEIFER SCHOLARSHIPS 9 7000 PART I, LINE 2: FOR ALL SCHOLARSHIPS ISSUED BY THE ORGANIZATION, THE SCHOLARSHIP COMMITTEE REVIEWS THE APPLICANTS AND KEEPS A WRITTEN FILE ON EACH STUDENT. AFTER THE WRITTEN CRITERIA HAS BEEN REVIEWED BY THE COMMITTEE, PROOF OF ELIGIBILITY FROM THE EDUCATIONAL INSTITUTION MUST BE VERIFIED ON BEHALF OF THE STUDENT BEFORE ANY FUNDS ARE DISBURSED. GRANTS TO PUBLIC CHARITIES ARE GENERALLY PROVIDED FOR SPECIFIC PURPOSES ONLY. MANAGEMENT MONITORS THE PROJECTS THROUGH THEIR COMPLETION, BUT GENERALLY DOES NOT REQUIRE ANY FORMAL REPORTING FROM THE RECIPIENT ORGANIZATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 BRADFORD S BARNES PRESIDENT/GENERAL MANAGER 303911 0 140000 0 0 0 48417 0 20317 0 512645 0 0 0 GINNY BROWN ACCOUNTING MANAGER 106254 0 15000 0 0 0 23459 0 7444 0 152157 0 0 0 DANA LEWIS ADMINISTRATIVE MANAGER 105827 0 15000 0 0 0 39882 0 7444 0 168153 0 0 0 BRUCE MCCARTY DEPARTMENT MANAGER 113991 0 17000 0 0 0 19031 0 7510 0 157532 0 0 0 PART I, LINE 1A COUNTRY CLUB DUES WERE PAID ON BEHALF OF BRADFORD BARNES. THE ORGANIZATION'S BOARD OF DIRECTORS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A BOARD MEMBER, BUT CERTAIN BOARD MEMBERS DO RECEIVE COMPENSATION FOR VARIOUS SERVICES THEY PERFORM DURING THE ANNUAL SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW. LARRY ANFIN EMPLOYEE/OFFICER OF COORS DISTRIBUTING COMPANY AND DIRECTOR OF ORGANIZATION 215000 COORS DISTRIBUTING COMPANY PROVIDED SPONSORSHIPS TO THE STOCK SHOW. 0 PHILIP WILLIAMSON EMPLOYEE/OFFICER OF WILLIAMSON-DICKIE MFG CO AND DIRECTOR OF ORGANIZATION 152000 WILLIAMSON-DICKIE MANUFACTURING COMPANY PROVIDED SPONSORSHIPS TO THE STOCK SHOW. 0 AM MICALLEF CHAIRMAN OF REATA RESTAURANT MGMT CO., LLC. AND DIRECTOR OF ORGANIZATION 144724 OPERATED RESTAURANTS AND MEMBERSHIP CLUB ON THE STOCK SHOW GROUNDS UNDER A CONCESSION AGREEMENT. 0 JAMES WOOD OWNER 195800 NORTH TEXAS CHEVY DEALERS PROVIDED SPONSORSHIPS TO THE STOCK SHOWS. 0 FORM 990, PART VI, SECTION A, LINE 2 DAN L. ADAMS AND BILL BARCLAY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 MARTIN BOWEN, EDWARD P. BASS, AND LEE BASS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 EDWARD P. BASS AND LEE M. BASS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 ROBERT M. LANSFORD AND R. MIKE LANSFORD HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 CHARLES B. MONCRIEF, KIT MONCRIEF, BRADFORD S. BARNES, CHARLIE ROYER III, ED FARMER BEGGS II, GEORGE BEGGS IV, AND CHARLIE GEREN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 PAM MINICK AND BILLY MINICK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 KENNETH K. LEIBER, PETE BONDS, CRAWFORD EDWARDS, AND W.R. WATT JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 CHRIS QUINN AND F.D. QUINN III HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 JOHN P. BOSWELL, CHARLIE GEREN, GREG MORSE, AND DEE KELLY JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 MIKE BERRY AND ROSS PEROT JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 MATTHEW R. CARTER AND EDWARD P. BASS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 CRAWFORD EDWARDS, MARTY RICHTER, MARY MARGARET RICHTER, MARTIN RICHTER AND RANDY RODGERS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 JON BRUMLEY AND JONNY BRUMLEY HAVE A FAMILY AND BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 PHILIP L. SCHUTTS AND CHARLIE ROYER III HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 MORRIS L. SHEATS AND JOHN R. THOMPSON JR. HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 PHILIP L. SCHUTTS AND J. R. WILLIAMS III HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 RAYMOND P. LOPEZ AND MANUEL LOPEZ III HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 RANDY RODGERS AND J. LUTHER KING, JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 TOM FELLER, RANDY WATSON, AND KELLY RILEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 LOUIS E. MARTIN III AND KATE JOHNSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 JIM CALHOUN JR. AND THOMAS B. SAUNDERS V HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 W.R. WATT JR., RANDY RODGERS, LUTHER KING, AND BOB GLENN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 ALAN SCHUTTS AND PHILIP SCHUTTS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 BRADFORD BARNES AND RODNEY WOODSON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 GILBERT GAMEZ JR. AND CHARLIE GEREN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 FLN NEVE AND BRIAN LUIG HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 TERRY DALLAS AND JOHN T. GAVIN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CHOSEN BY A MAJORITY VOTE FROM A NOMINATING COMMITTEE AND ELECTED BY A MAJORITY VOTE OF THE MEMBERS. MEMBERS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A MEMBER AND NO PART OF THE ORGANIZATION'S EARNINGS OR ASSETS SHALL EVER INURE TO THE BENEFIT OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS REVIEWED IN DETAIL AND APPROVED BY THE AUDIT COMMITTEE, AND PRIOR TO IT BEING FILED A COPY IS PROVIDED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE WHICH HAS BEEN DELEGATED WITH THE PRIMARY POWER OF GOVERNANCE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE MEETS ONCE A YEAR TO DETERMINE IF ANYONE OR ANY TRANSACTION HAS VIOLATED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, IN RECOMMENDING SUCH COMPENSATION, AND THE EXECUTIVE COMMITTEE, IN APPROVING SUCH COMPENSATION, SHALL FOLLOW THREE STEPS. FIRST, EACH COMMITTEE SHALL MEET IN SESSIONS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. SECOND, EACH COMMITTEE SHALL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION. THIRD, EACH COMMITTEE SHALL ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING ITS DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE ASSOCIATION TO FULLY RECOGNIZE THE CHANGE IN THE UNDERFUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR MARKET VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 494,312. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION PROCESS FOR AN INDEPENDENT ACCOUNTANT. EVENT FACILITIES FORT WORTH INC 505 MAIN SUITE 240 FORT WORTH TX 76102 260011624 PROVIDE SUPPORT TO THE SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW TX 501(C)(3) 11A, TYPE I 0 AGRICULTURAL DEVELOPMENT FUND PO BOX 150 FORT WORTH TX 76101 751824668 TO PAY A PREMIUM/BONUS TO OWNERS OF LIVESTOCK TX 501(C)(3) 9 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 AGRICULTURAL DEVELOPMENT FUND - GENERAL & ADMINISTRATIVE EXPENSES Q 4062 FMV AGRICULTURAL DEVELOPMENT FUND - LIVESTOCK PREMIUMS Q 4013307 FMV