WGG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WGG FOUNDATION (EIN 20-1464855)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349100943
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:47:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752668362 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES D REED JR | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3327 WINTHROP AVENUE SUITE 203 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201464855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WGG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WGGF | BusinessNameControlTxt |
| Phone | 8172366447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 PERTH COURT | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76179 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E NANCE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8172366447 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES D REED JR | PreparerPersonNm |
| PTIN | P01467989 | PTIN |
| Phone | 8178770015 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $358,867 | 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 |
| Dividends Rev And Expnss | $423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,525 | 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 |
| Taxes Rev And Expnss | $5,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,677 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,065 | DeprecAndDpltnNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,460 | CashBOYAmt |
| Cash EOY | $31,773 | CashEOYAmt |
| Cash EOYFMV | $31,773 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $265 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,294 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $460,292 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $450,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $290,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $501,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $358,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,725 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,573 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $471,272 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $461,207 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $493,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $493,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $493,780 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $262,899 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.159757 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $248,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $300,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.211437 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $591,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114373 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $457,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.330691 | DistributionYr5Rt |
| Total Distribution | 0.960908 | TotalDistributionRt |
| Average Distribution | 0.192182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $328,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,156 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $236 | 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 |
| 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 | DAVID E NANCE | IndividualWithBooksNm |
| Phone | 8172366447 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 PERTH COURT | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76179 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID E NANCE | ||||||||
| 8401 PERTH COURT | FORT WORTH | TX | 76179 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BARBARA B NANCE | ||||||||
| 8401 PERTH COURT | FORT WORTH | TX | 76179 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TIFFANY N FAYKUS | ||||||||
| 8401 PERTH COURT | FORT WORTH | TX | 76179 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MELANIE L SHEFFIELD | ||||||||
| 8401 PERTH COURT | FORT WORTH | TX | 76179 | DIRECTOR | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATING SUPPORT OF LOCAL CHARITIES | Description1Txt |
| Expenses1 | $0 | 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 | $28,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $245,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $333,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $333,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $328,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,036 | TotalTaxAmt |
| Distributable Before Adj | $15,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $131,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,244 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,605 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $318,424 | 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 | $131,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,370 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,244 | ExcessFromYear4Amt |
| Excess From Year3 | $49,629 | ExcessFromYear3Amt |
| Excess From Year2 | $24,291 | ExcessFromYear2Amt |
| Excess From Year1 | $29,601 | ExcessFromYear1Amt |
| Excess From Current Year | $44,605 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID E NANCE | ContributingManagerNm |
| Contributing Manager | BARBARA B NANCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CIRCLE THEATER | |||||||
| 230 WEST 4TH STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| DENTON COUNT FRIENDS OF THE FAMILY | |||||||
| P O BOX 640 | DENTON | TX | 76202 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| GIRL SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DRIVE | DALLAS | TX | 75252 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 8111 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| LEWISVILLE EDUCATION FOUNDATION | |||||||
| 400 WEST MAIN STREET | LEWISVILLE | TX | 75057 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| MEALS ON WHEELS | |||||||
| 320 SOUTH FREEWAY | FORT WORTH | TX | 76104 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| PARC | |||||||
| 3190 TYRONE BOULEVARD NORTH | ST PETERSBURG | FL | 33710 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| RESOURCE CENTER | |||||||
| 2701 REAGAN STREET | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,500 |
| SHARKAROSA WILDLIFE FOUNDATION | |||||||
| 11670 MASSEY ROAD | PILOT POINT | TX | 76258 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| ST PETERSBURG CITY THEATER | |||||||
| 4025 31ST STREET SOUTH | ST PETERSBURG | FL | 33712 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,500 |
| ST PETERSBURG FREE CLINIC | |||||||
| 863 3RD AVENUE | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| UNITED COMMUNITY CENTERS | |||||||
| 1200 EAST MADDOX AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $3,000 |
| ARLINGTON HEIGHTS UNITED METHODIST CHURCH | |||||||
| 4200 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| YMCA OF ST PETERSBURG | |||||||
| 600 1ST AVENUE NORTH SUITE 201 | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $4,000 |
| FLORIDA RESURRECTION HOUSE INC | |||||||
| 800 ELEVENTH STREET | ST PETERSBURG | FL | 33705 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| UNITED METHODIST COMMITTEE ON RELIEF | |||||||
| P O BOX 9068 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $3,500 |
| DALI MUSEUM | |||||||
| 1 DALI BOULEVARD | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| FORT WORTH DAY RESOURCE CENTER | |||||||
| 1415 LANCASTER AVENUE | FORT WORTH | TX | 76102 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| HEART GALLERY OF NORTH TEXAS | |||||||
| 3131 SANGUINET STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| MEET THE NEED MINISTRIES INC | |||||||
| 7853 GUNN HIGHWAY 254 | TAMPA | FL | 33626 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| METROPOLITAN BAPTIST CHURCH | |||||||
| 6051 AZLE AVENUE | FORT WORTH | TX | 76135 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | |||||||
| 1600 CIRCLE PARK | FORT WORTH | TX | 76164 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $7,000 |
| PRESBYTERIAN NIGHT SHELTER | |||||||
| 2400 CYPRESS | FORT WORTH | TX | 76102 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| ROTARY CLUB OF ST PETERSBURG CHARITY | |||||||
| 800 2ND AVENUE S 390 | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| STUDIO 620 | |||||||
| 620 FIRST AVENUE SOUTH | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| WEST TEXAS REHABILITATION CENTER | |||||||
| 4601 HARTFORD STREET | ABILENE | TX | 79605 | NONE | PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $67,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,525 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST FINANCIAL BANKSHARES INC | StockNm |
| EOY Book Value | $10,980 | EOYBookValueAmt |
| EOYFMV | $36,294 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROYALTY INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $450,227 | BookValueAmt |
| EOYFMV | $290,000 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $67,102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67,102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,102 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAX | $1,764 | $1,764 | $0 |
| PRODUCTION TAX | $3,158 | $3,158 | $0 |
| EXCISE TAX | $755 | $755 | $0 |