PERMIAN BASIN AREA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PERMIAN BASIN AREA FOUNDATION (EIN 75-2295008)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201241299349301764
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T14:17:33-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752295008 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERMIAN BASIN AREA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERM | NameControl |
| Phone | 4326173213 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Loraine St Ste 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Guy McCrary | Name |
| Title | President and CEO | Title |
| Phone | 4326173213 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Guy McCrary | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 North Loraine Suite 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47490432 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pbaf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address changing community needs and enrich the quality of life in the Permian Basin. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 165 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5087813 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15055509 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 109310 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 110140 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1988199 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3460022 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 149523 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1172569 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7334845 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19798240 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2554759 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4287527 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 623591 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 691684 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 99292 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 696583 | OtherExpensePriorYear |
| Other Expenses Current Year | 774244 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3874933 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5753455 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3459912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14044785 | RevenuesLessExpensesCY |
| Total Assets BOY | 63785205 | TotalAssetsBOY |
| Total Assets EOY | 77011156 | TotalAssetsEOY |
| Total Liabilities BOY | 500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63784705 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76995656 | NetAssetsOrFundBalancesEOY |
| Mission Description | Permian Basin Area Foundation facilitates the creation of permanent charitable funds in partnership with many donors, and provides grants to address changing community needs and enrich the quality of life in the Permian Basin. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4425820 | Expense |
| Grants | 4287527 | Grants |
| Revenue | 0 | Revenue |
| Description | Community Capacity Building programs: 563 grants and scholarships to various organizations and individuals; based on approved grant and scholarship applications. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 381326 | Expense |
| Grants | 0 | Grants |
| Revenue | 110140 | Revenue |
| Description | Nonprofit Management Center Programs: Provided 22 training sessions to 715 attendees. Provided 550 hours of consultation to more than 35 nonprofit organizations. Responded to over 400 requests for general information and assistance. Provided a series of 8 training sessions held over a 4 month period on board governance, graduated 25 participants and coordinated placements on nonprofit boards. Provided a Nonprofit Executive Leadership Certification Program, consisting of 9 trainings over an 8 month period intended to address the shortage of trained and qualified nonprofit leaders, with 27 individuals participating. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4807146 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cyndi Vara | NamePerson |
| Telephone Number | 4326173213 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Loraine Ste 500 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Steve Barron | ||||||
| Chair | 2 | X | X | 0 | 0 | 0 |
| Larry Edgerton | ||||||
| Vice-Chair | 1 | X | X | 0 | 0 | 0 |
| Jack Harper | ||||||
| Treasurer | 1 | X | X | 0 | 0 | 0 |
| Carolyn Stone | ||||||
| Secretary | 1 | X | X | 0 | 0 | 0 |
| Cathy Eastham | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mike Canon | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Sondra Eoff | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Trey Grafa | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Patty Herd | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Hiram Hubert | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Scott Kidwell | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Don Wood | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mark Nicholas | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Guy McCrary | ||||||
| President and CEO | 45 | X | 122221 | 0 | 31412 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 122221 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31412 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBC Wealth Management | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 W Texas Ste 120 | AddressLine1 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Investment Consultant and Management Services | DescriptionOfServices |
| Compensation | 353483 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 36484 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 15019025 | AllOtherContributions |
| Noncash Contributions | 7320009 | NoncashContributions |
| Total Contributions | 15055509 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Nonprofit Management Center | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 110140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110140 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 110140 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1463561 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,463,561 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1169952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,169,952 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29247604 | Securities |
| Other | 433333 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27684476 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1563128 | Securities |
| Other | 433333 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1996461 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,996,461 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7716 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36484 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 7716 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2617 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,617 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2617 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19798240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110140 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,632,591 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4093686 | Total |
| Program Services | 4093686 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193841 | Total |
| Program Services | 193841 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153633 | Total |
| Program Services | 25392 | ProgramServices |
| Management And General | 97768 | ManagementAndGeneral |
| Fundraising | 30473 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430713 | Total |
| Program Services | 256708 | ProgramServices |
| Management And General | 154549 | ManagementAndGeneral |
| Fundraising | 19456 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38625 | Total |
| Program Services | 24937 | ProgramServices |
| Management And General | 11765 | ManagementAndGeneral |
| Fundraising | 1923 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28974 | Total |
| Program Services | 17103 | ProgramServices |
| Management And General | 10194 | ManagementAndGeneral |
| Fundraising | 1677 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39739 | Total |
| Program Services | 19823 | ProgramServices |
| Management And General | 16799 | ManagementAndGeneral |
| Fundraising | 3117 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42977 | Total |
| Program Services | 3700 | ProgramServices |
| Management And General | 39277 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426910 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 426910 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15402 | Total |
| Program Services | 8911 | ProgramServices |
| Management And General | 6491 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4083 | Total |
| Program Services | 2648 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1435 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25175 | Total |
| Program Services | 14425 | ProgramServices |
| Management And General | 9085 | ManagementAndGeneral |
| Fundraising | 1665 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23411 | Total |
| Program Services | 8720 | ProgramServices |
| Management And General | 10008 | ManagementAndGeneral |
| Fundraising | 4683 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54550 | Total |
| Program Services | 28170 | ProgramServices |
| Management And General | 21984 | ManagementAndGeneral |
| Fundraising | 4396 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5628 | Total |
| Program Services | 4083 | ProgramServices |
| Management And General | 532 | ManagementAndGeneral |
| Fundraising | 1013 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17497 | Total |
| Program Services | 10757 | ProgramServices |
| Management And General | 5617 | ManagementAndGeneral |
| Fundraising | 1123 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8284 | Total |
| Program Services | 3488 | ProgramServices |
| Management And General | 3997 | ManagementAndGeneral |
| Fundraising | 799 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7581 | Total |
| Program Services | 3472 | ProgramServices |
| Management And General | 3424 | ManagementAndGeneral |
| Fundraising | 685 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Training programs | 65399 | 65399 | 0 | 0 |
| Special program events | 23594 | 9303 | 0 | 14291 |
| Dues and memberships | 13155 | 4454 | 7251 | 1450 |
| Annual report expense | 10648 | 0 | 10648 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29950 | Total |
| Program Services | 8126 | ProgramServices |
| Management And General | 10718 | ManagementAndGeneral |
| Fundraising | 11106 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5753455 | Total |
| Program Services | 4807146 | ProgramServices |
| Management And General | 847017 | ManagementAndGeneral |
| Fundraising | 99292 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1137772 | BOY |
| EOY | 1905411 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2349 | BOY |
| EOY | 2889 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17193 | BOY |
| EOY | 22206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 128349 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 102101 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29926 | BOY |
| EOY | 26248 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57579073 | BOY |
| EOY | 68301359 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4968186 | BOY |
| EOY | 6753043 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63785205 | BOY |
| EOY | 77011156 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 15500 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 15500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54210455 | BOY |
| EOY | 67169773 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7530615 | BOY |
| EOY | 7784376 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2043635 | BOY |
| EOY | 2041507 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63784705 | BOY |
| EOY | 76995656 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63785205 | BOY |
| EOY | 77011156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14044785 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -833834 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5881650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5062291 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3470782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5048581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9176040 | CurrentTaxYear |
| Total | 28639344 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5881650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5062291 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3470782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5048581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9176040 | CurrentTaxYear |
| Total | 28639344 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12823079 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15816265 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1320164 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1562199 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1091719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1419682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2633513 | CurrentTaxYear |
| Total | 8027277 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2617 | CurrentTaxYear |
| Total | 47800 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 36714421 | TotalSupport |
| Public Support Pertcentage170 | 0.43079 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54708 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Line 10 - miscellaneous income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 50 | NumberDAFsHeld |
| Number Funds Held | 37 | NumberFundsHeld |
| Donor Advised Contributions | 10725720 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 75705 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 2522139 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 310526 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 31115882 | AggregateDAFValue |
| Aggregate Fund Value | 7857890 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51663027 | BeginningOfYearBalance |
| Contributions | 15150315 | Contributions |
| Investment Earnings Or Losses | 1522671 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3824339 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 533172 | AdministrativeExpenses |
| End Of Year Balance | 63978502 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42304560 | BeginningOfYearBalance |
| Contributions | 6774520 | Contributions |
| Investment Earnings Or Losses | 4986983 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1979933 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 423103 | AdministrativeExpenses |
| End Of Year Balance | 51663027 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36091765 | BeginningOfYearBalance |
| Contributions | 2453916 | Contributions |
| Investment Earnings Or Losses | 6223901 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2109103 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 355919 | AdministrativeExpenses |
| End Of Year Balance | 42304560 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41750602 | BeginningOfYearBalance |
| Contributions | 8397058 | Contributions |
| Investment Earnings Or Losses | -11546152 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2141336 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 368407 | AdministrativeExpenses |
| End Of Year Balance | 36091765 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 128349 | OtherCostOrOtherBasis |
| Depreciation | 102101 | Depreciation |
| Book Value | 26248 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26248 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Accrued interest receivable | 128124 |
| Bequest receivable | 815635 |
| Beneficial interest in remainder trust | 2269578 |
| Beneficial interest in perpetual trust | 41507 |
| Oil and gas royalties | 3498199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6753043 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P05_S00_L04 | Identifier |
| Return Reference | Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | The organization's endowment funds are used to provide grants and scholarships to address changing community needs and enrich the quality of life in the Permian Basin. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Beacon Awards | NameOfEvent1 |
| Gross Receipts Event1 | 44200 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 36484 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7716 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7716 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 44200 | GrossReceiptsTotal |
| Charitable Contributions Total | 36484 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7716 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7716 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7716 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (92 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| 12th Man Foundation | |||||||||
| PO Box 2800 | College Station | TX | 778412800 | 741185725 | 501(c)(3) | 20000 | 0 | Football Campain Phase II | |
| American Cancer Society | |||||||||
| 2304 W Wadley Ave | Midland | TX | 79705 | 131788491 | 501(c)(3) | 15000 | 0 | Gas Card Program | |
| American Red Cross of Southwest Texas | |||||||||
| PO Box 60310 | Midland | TX | 79711 | 530196605 | 501(c)(3) | 10000 | 0 | West Texas Fires and Disaster Relief | |
| Aphasia Center of West Texas | |||||||||
| 5214 Thomason Drive | Midland | TX | 79703 | 020618732 | 501(c)(3) | 37000 | 0 | Health services and financial services to clients | |
| AQHA Foundation | |||||||||
| PO Box 32111 | Amarillo | TX | 79120 | 510187823 | 501(c)(3) | 25000 | 0 | Hall of Fame | |
| Arthritis Foundation | |||||||||
| 4300 Macarthur Avenue Suite 245 | Dallas | TX | 75209 | 943454386 | 501(c)(3) | 11000 | 0 | Fall 2011 Health Services | |
| Arts Council of Midland | |||||||||
| PO Box 3494 | Midland | TX | 79702 | 751894442 | 501(c)(3) | 25000 | 0 | Fall 2011 Arts and Culture | |
| Baptist Memorials Ministries | |||||||||
| PO Box 5661 | San Angelo | TX | 76902 | 750983837 | 501(c)(3) | 89404 | 0 | 2011 Distributable Income | |
| Basin PBS | |||||||||
| PO Box 8940 | Midland | TX | 797088940 | 203221344 | 501(c)(3) | 35500 | 0 | Capital Campaign and Education Services | |
| BEE World | |||||||||
| Attn Finance Department | Monument | CO | 80132 | 742752161 | 501(c)(3) | 10000 | 0 | Religious Services | 18940 Base Camp Road |
| Big Brothers Big Sisters of Midland | |||||||||
| 1007 West Texas Avenue | Midland | TX | 79701 | 751791035 | 501(c)(3) | 12081 | 0 | Distributable Income 2011 | |
| Buffalo Trail Council BSA | |||||||||
| 1101 W Texas Avenue | Midland | TX | 79701 | 750800616 | 501(c)(3) | 60443 | 0 | OperationsScout RanchFriends of Scouting Endowment Water Buffalo Project | |
| Bynum School | |||||||||
| PO Box 80175 | Midland | TX | 79708 | 751932925 | 501(c)(3) | 48767 | 0 | 2011 Distributable Income Education Services | |
| COM Aquatics | |||||||||
| 3003 North A Street | Midland | TX | 79705 | 751254435 | 501(c)(3) | 27311 | 0 | 2011 Distributable Income and Community Development | |
| Camp Fire USA- West Texas Council | |||||||||
| PO Box 50988 | Midland | TX | 79710 | 131623921 | 501(c)(3) | 12473 | 0 | Q3 & Q4 2011 Distributable Income | |
| Casa de Amigos | |||||||||
| 1101 E Garden Lane | Midland | TX | 79701 | 751240087 | 501(c)(3) | 27403 | 0 | Fall 2011 Human Services | |
| Casa of West Texas | |||||||||
| 1611 W Texas | Midland | TX | 79701 | 752871945 | 501(c)(3) | 25000 | 0 | Spring 2011 Grant - Children Services | |
| Centers for Children and Families | |||||||||
| 1004 N Big Spring Ste 325 | Midland | TX | 79701 | 751005357 | 501(c)(3) | 55092 | 0 | Distributable Income and Parent Power Education Initiative | |
| Childfund International | |||||||||
| PO Box 26511 | Richmond | VA | 232868818 | 540536100 | 501(c)(3) | 15250 | 0 | Area of Greatest Need - Africa and Childfund Emergency Drought Relief | |
| Christmas in Action of Midland | |||||||||
| PO Box 3744 | Midland | TX | 79702 | 751731319 | 501(c)(3) | 55344 | 0 | 2011 Distributable Income and human services | |
| City of Midland | |||||||||
| PO Box 1152 | Midland | TX | 79702 | 756000608 | 501(c)(3) | 23145 | 0 | 2011 Distributable Income | |
| Communities In Schools | |||||||||
| PO Box 60594 | Midland | TX | 79711 | 752821486 | 501(c)(3) | 10000 | 0 | Spring 2011 Grant - Children Services | |
| Community Children's Clinic | |||||||||
| PO Box 3328 | Midland | TX | 79702 | 751875246 | 501(c)(3) | 11509 | 0 | 2011 Distributable Income | |
| Crime Stoppers of Midland Inc | |||||||||
| PO Box 1882 | Midland | TX | 79702 | 751994132 | 501(c)(3) | 7500 | 0 | Crime Stoppers of Midland | |
| Crisis Center | |||||||||
| 4526 E University | Odessa | TX | 797607741 | 751767204 | 501(c)(3) | 40000 | 0 | Fall 2011 Housing and Shelter Services | |
| Ector County Greater Works | |||||||||
| 1414 E University | Odessa | TX | 79761 | 432025340 | 501(c)(3) | 10000 | 0 | Fall 2011 Human Services | |
| Family Promise of Odessa | |||||||||
| PO Box 12781 | Odessa | TX | 79762 | 261828381 | 501(c)(3) | 6000 | 0 | Spring 2011 Grant - Children Services | |
| Feed the Children | |||||||||
| PO Box 36 | Oklahoma City | OK | 731010036 | 736108657 | 501(c)(3) | 10300 | 0 | Feed The Children | |
| First Presbyterian Church | |||||||||
| 800 West Texas | Midland | TX | 79701 | 750959993 | 501(c)(3) | 55000 | 0 | Youth Building Fund and 2011 Distributable Income | |
| Friends of Big Bend National Park | |||||||||
| PO Box 200 | Big Bend Nat Park | TX | 79834 | 752670331 | 501(c)(3) | 12500 | 0 | Spring 2011 Grant - Educational Services | |
| Friends of Jeff Davis County Library | |||||||||
| PO Box 425 | Fort Davis | TX | 79734 | 262817908 | 501(c)(3) | 10000 | 0 | Spring 2011 Grant - Capital Project | |
| George W Bush Foundation | |||||||||
| PO Box 600610 | Dallas | TX | 75206 | 204119317 | 501(c)(3) | 60000 | 0 | Presidential Center | |
| Girl Scouts of the Desert Southwest | |||||||||
| 5217 N Dixie | Odessa | TX | 79762 | 750887144 | 501(c)(3) | 12300 | 0 | Spring 2011 Grant - Youth Services | |
| Gladney Center for Adoption | |||||||||
| 6300 John Ryan Drive | Fort Worth | TX | 76132 | 750917409 | 501(c)(3) | 25000 | 0 | Fall 2011 Human Services | |
| Globe Theatre | |||||||||
| 2308 Shakespeare Road | Odessa | TX | 79761 | 756036127 | 501(c)(3) | 10025 | 0 | Distributable Income and honorarium | |
| Grace School of Theology | |||||||||
| PO Box 7477 | The Woodlands | TX | 773877477 | 760690847 | 501(C)3 | 100000 | 0 | Education | |
| Greater Ideal Family Life Center | |||||||||
| 301 S Tyler | Midland | TX | 79701 | 043743673 | 501(c)(3) | 30000 | 0 | Spring 2011 Grant - Capital Project | |
| Harmony Home | |||||||||
| PO Box 3087 | Odessa | TX | 79760 | 751633415 | 501(c)(3) | 15000 | 0 | Fall 2011 Youth Services | |
| Harvard Business School | |||||||||
| Soldiers Field | Boston | MA | 02163 | 043395140 | 501(c)(3) | 10000 | 0 | Andy Kates Fellowship | |
| Hillander School | |||||||||
| 1600 W Wadley | Midland | TX | 79705 | 751096475 | 501(c)(3) | 25000 | 0 | Hillander School | |
| Hospice of Midland | |||||||||
| 911 W Texas Avenue | Midland | TX | 79701 | 751736007 | 501(c)(3) | 9606 | 0 | Distributable income and memorial | |
| Howard College | |||||||||
| Student Financial Aid | Big Spring | TX | 79720 | 751732455 | 501(c)(3) | 5625 | 0 | EDUCATIONAL | 1001 Birdwell Lane |
| Jeff Davis County Relief Fund | |||||||||
| Fort Davis State Bank | Fort Davis | TX | 79734 | 451742033 | 501(c)3 | 33968 | 0 | Emergency Fire Relief | PO Box 1808 |
| Junior League of Midland | |||||||||
| 902 W Dengar | Midland | TX | 79705 | 751005294 | 501(c)(3) | 12500 | 0 | Fall 2011 Community Development | |
| Learning Ally | |||||||||
| 20 Roszel Road | Princeton | NJ | 08540 | 131659345 | 501(c)(3) | 10000 | 0 | Spring 2011 Grant - Health Services | |
| Life Church | |||||||||
| PO Box 733 | Midland | TX | 79702 | 272384456 | 501(c)(3) | 50000 | 0 | Religious | |
| Make-A-Wish Foundation | |||||||||
| 407 N Big Spring Suite 208 | Midland | TX | 79701 | 751889666 | 501(c)(3) | 28500 | 0 | Spring 2011 Grant - Youth Services | |
| Marfa Public Radio | |||||||||
| PO Box 238 | Marfa | TX | 79843 | 562497864 | 501(c)(3) | 10000 | 0 | Fall 2011 Arts and Culture | |
| Martin County Hospital District EMS | |||||||||
| PO Box 640 | Stanton | TX | 79782 | 751300105 | 501(c)(3) | 5500 | 0 | Health and Human Services | |
| Midland Bible Church | |||||||||
| 2800 North A St | Midland | TX | 79705 | 751448418 | 501(c)(3) | 1000000 | 0 | Religious | |
| Midland Classical Academy | |||||||||
| 5711 Whitman Drive | Midland | TX | 79705 | 752760945 | 501(c)(3) | 12000 | 0 | Educational | |
| Midland Community Development Corp | |||||||||
| 208 South Marienfeld | Midland | TX | 79701 | 752280264 | 501(c)(3) | 26000 | 0 | Fall 2011 Housing and Shelter Services | |
| Midland Community Theatre | |||||||||
| 2000 W Wadley Ave | Midland | TX | 79705 | 756003774 | 501(c)(3) | 17000 | 0 | Arts Culture | |
| Midland Fair Havens | |||||||||
| 2400 Whitmire Blvd | Midland | TX | 79705 | 752627746 | 501(c)(3) | 31000 | 0 | In honor of Eric Siegmund | |
| Midland Festival Ballet | |||||||||
| PO Box 52034 | Midland | TX | 79710 | 752510710 | 501(c)(3) | 15000 | 0 | Spring 2011 Grant - Arts and Culture | |
| Midland Habitat for Humanity | |||||||||
| PO Box 2555 | Midland | TX | 79702 | 752381356 | 501(c)(3) | 51500 | 0 | Fall 2011 Housing and Shelter Services | |
| Midland Memorial Foundation | |||||||||
| 2200 W Illinois | Midland | TX | 79701 | 750827455 | 501(c)(3) | 164456 | 0 | Campaign for Tomorrow and health services | |
| Midland Memorial Hospital | |||||||||
| 2200 W Illinois | Midland | TX | 79701 | 750827455 | 501(c)(3) | 35000 | 0 | Campaign for Tomorrow | |
| Midland Odessa Area AIDS Support | |||||||||
| 800 W Texas | Midland | TX | 79701 | 752470417 | 501(c)(3) | 20000 | 0 | Spring 2011 Grant - Youth Services | |
| Midland Odessa Symphony & Chorale | |||||||||
| PO Box 60658 | Midland | TX | 79711 | 751301544 | 501(c)(3) | 85370 | 0 | Distributable income | |
| Midland Police Department | |||||||||
| 601 N Loraine | Midland | TX | 79701 | 756000608 | 501(c)(3) | 6600 | 0 | Midland Police Dept- 10 Vests | |
| Midland Teen Court | |||||||||
| 615 W Missouri Ave | Midland | TX | 79701 | 752503655 | 501(c)(3) | 10025 | 0 | Spring 2011 Grant - Youth Services | |
| Midland Tennis Center | |||||||||
| PO Box 4914 | Midland | TX | 79704 | 261105431 | 501(c)(3) | 19150 | 0 | Capital Equipment | |
| Multiple Sclerosis Society | |||||||||
| 1031 Andrews Hwy 201 | Midland | TX | 79701 | 010735156 | 501(c)(3) | 9228 | 0 | Distributable Income | |
| Neighbors Against Burglary & Drugs Inc | |||||||||
| 3606 Woodhaven Court | Midland | TX | 79707 | 751967120 | 501(c)(3) | 24065 | 0 | Campaign and distributable income | |
| New Horizons Ranch and Center Inc | |||||||||
| 500 Chestnut Suite 1101 | Abilene | TX | 79602 | 751530340 | 501(c)(3) | 10000 | 0 | Spring 2011 Grant - Youth Services | |
| Odessa Christian School | |||||||||
| 2000 Doran Street | Odessa | TX | 79761 | 751231036 | 501(c)(3) | 16359 | 0 | Q1 & Q2 2011 Distributable Income | |
| Odessa Christmas in Action | |||||||||
| 3801 N Dixie Blvd | Odessa | TX | 79762 | 752258032 | 501(c)(3) | 25000 | 0 | Fall 2011 Human Services | |
| Odessa College Foundation | |||||||||
| 201 W University | Odessa | TX | 79764 | 752655037 | 501(c)(3) | 18000 | 0 | Fall 2011 Educational Services | |
| Parks Methodist Retirement Village | |||||||||
| 3301 Faudree Road | Odessa | TX | 79765 | 752707608 | 501(c)3 | 10000 | 0 | Capital Campaign | |
| Presbyterian Children's Home & Services | |||||||||
| 4407 Bee Cave Road 520 | Austin | TX | 78746 | 750818172 | 501(c)(3) | 10000 | 0 | Fall 2011 Human Services | |
| Ronald McDonald House Charities of the Southwest | |||||||||
| 3413 10th Street | Lubbock | TX | 79415 | 751915179 | 501(c)(3) | 10000 | 0 | Fall 2011 Health and General Services | |
| SHARE | |||||||||
| 1301 W Louisiana | Midland | TX | 79701 | 262780706 | 501(c)(3) | 27000 | 0 | Children's Services | |
| Safe Place of the Permian Basin | |||||||||
| PO Box 11331 | Midland | TX | 79702 | 751657264 | 501(c)(3) | 23500 | 0 | transport van and human services | |
| Salvation Army of Big Spring | |||||||||
| 811 W 5th | Big Spring | TX | 79720 | 580660607 | 501(c)(3) | 29000 | 0 | Spring 2011 Grant - Capital Project | |
| Salvation Army of Midland | |||||||||
| 300 S Baird | Midland | TX | 79701 | 750800678 | 501(c)(3) | 5410 | 0 | Distributable Income and disaster relief | |
| Sears Methodist Foundation | |||||||||
| 1 Village Drive Suite 400 | Abilene | TX | 79606 | 752692545 | 501(c)(3) | 35000 | 0 | Parks Methodist Retirement Center | |
| Special Olympics Texas | |||||||||
| 401 W Texas Ste 507 | Midland | TX | 79701 | 741998367 | 501(c)(3) | 14000 | 0 | Spring 2011 Grant - Youth Services | |
| Springboard Center | |||||||||
| 200 Corporate Drive | Midland | TX | 79705 | 752805439 | 501(c)(3) | 300100 | 0 | In honor of Debbie and Eddie Wallace | |
| St John's Episcopal Church | |||||||||
| PO Box 3346 | Odessa | TX | 797603346 | 756004798 | 501(c)(3) | 18056 | 0 | Distributable income | |
| St John's Episcopal School | |||||||||
| PO Box 3046 | Odessa | TX | 79760 | 752015719 | 501(c)(3) | 24420 | 0 | Distributable income | |
| Sterling County Emergency Medical Service | |||||||||
| PO Box 819 | Sterling City | TX | 76951 | 756001161 | 501(c)(3) | 25000 | 0 | Fall 2011 Health and General Services | |
| Sterling County Senior Citizens Center | |||||||||
| PO Box 73 | Sterling City | TX | 76951 | 752534665 | 501(c)(3) | 15000 | 0 | Spring 2011 Grant - Capital Project | |
| Texas A&M Foundation | |||||||||
| 401 George Bush Drive | College Station | TX | 77840 | 742245072 | 501(c)(3) | 100000 | 0 | Tim & Amy Leach Professorship in Engineering and Engineers for Tomorrow Fund | |
| Texas Arms of Love | |||||||||
| PO Box 5137 | Midland | TX | 79704 | 752167389 | 501(c)(3) | 100000 | 0 | Worldview Academy | |
| The Association of Former Students | |||||||||
| Texas A and M University | College Station | TX | 778402918 | 740490865 | 501(c)(3) | 20000 | 0 | The Association of Former Students | 505 George Bush Drive |
| The Jenna Welch Center of the Laura W Bush Institute | |||||||||
| 301 North Avenue N | Midland | TX | 79701 | 752674895 | 501(c)(3) | 20000 | 0 | Spring 2011 Grant - Youth Services | |
| The Life Center | |||||||||
| 2101 W Wall | Midland | TX | 79701 | 751663590 | 501(c)(3) | 24803 | 0 | Fall 2011 Health Services | |
| Trinity School | |||||||||
| 3500 West Wadley | Midland | TX | 79707 | 750995808 | 501(c)(3) | 29420 | 0 | Distributable income | |
| United Way of Midland | |||||||||
| 1209 West Wall | Midland | TX | 79701 | 750945926 | 501(c)(3) | 49833 | 0 | Distributable income and Shared Spaces and Services Initiative | |
| UT of the Permian Basin | |||||||||
| 4901 E University | Odessa | TX | 79762 | 751393493 | 501(c)(3) | 53150 | 0 | Educational Scholarships | |
| West Texas Food Bank | |||||||||
| PO Box 4242 | Odessa | TX | 79760 | 752057692 | 501(c)(3) | 34000 | 0 | Food and Nutrition and West Texas Fire Relief | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 92 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Educational | TypeOfGrant |
| Number Of Recipients | 174 | NumberOfRecipients |
| Amount Of Cash Grant | 193841 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Organizations receiving grants from Permian Basin Area Foundation are required to report on the status of their grants within two years of the grant award. A standard form is required from all organizations. Students receiving scholarships from Permian Basin Area Foundation sign a contract agreeing to submit grade reports following every semester in which they receive an award from the Foundation. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Guy McCrary | NamePerson |
| Base Compensation Filing Org | 122221 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 31412 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 153633 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7319523 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair value on date of gift | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Office decor | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 486 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair value on date of gift | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Contributions of public securities are sold by third party investment managers. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Jack Harper, Director and Scott Kidwell, Director - business relationship |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Controller prepares the Form 990. The independent auditing firm and CEO review the Form 990; then the Form 990 is reviewed by the Audit Committee of the Board. The Audit Committee recommends approval of the Form 990 by the full Board of Governors. The full Board of Governors is provided a copy of the Form 990 prior to filing with the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Annually, each board member receives a copy of the Foundation Conflict of Interest Policy. Each board member must also sign an acknowledgment certifying their awareness and understanding of the Conflict of Interest Policy. Also, annually each board member is asked to disclose all of their community and business affiliations to help Foundation staff identify potential conflicts of interest. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Foundation has adopted the following policy regarding compensation of the Chief Executive Officer: Executive compensation will be approved in advance by the Board of Governors (the Board). No member of the Board participating in the compensation decision shall have a conflict of interest with respect to the compensation transaction being reviewed. The Board will obtain and rely upon appropriate data as to comparability, prior to making its compensation determination. In general, the Board will have obtained appropriate data as to comparability if, given the knowledge and expertise of its members, it has information sufficient to determine whether the compensation arrangement is reasonable. The Board will adequately document the basis for its determination concurrently with making that decision. The documentation will include: 1) the terms of the approved transaction and the date on which the transaction was approved, 2) the members of the Board who were present during determination regarding the approved transaction and the members who voted on the matter under consideration, 3) the comparability data obtained and relied upon by the Board and how that data was obtained, 4) the basis for its determination if the Board determines that a specific compensation arrangement is higher or lower than the range of comparability data obtained, and 5) any actions taken with respect to consideration of the transaction by anyone who is otherwise a member of the Board but who had a conflict of interest with respect to the transaction. The documentation for the decision will be prepared before the latter of the next meeting of the Board or 60 days after the final action is taken. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Foundation makes its governing documents and conflict of interest policy available to the public upon request. The Foundation makes its audited financial statements available to the public on request. The Foundation also includes in its annual report to donors, grantees, vendors and other interested persons select data from its audited financial statements. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized loss on investments ($2,640,734), change in value of split interest agreement $91,796, change in value of bequest receivable $160,579, change in value of perpetual trust ($2,128), change in value of oil and gas royalties $1,556,653. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Texas Heritage Holdings Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Guy McCrary | AddressLine1 |
| Address Line2 | 200 N Loraine Ste 500 | AddressLine2 |
| City | Midland | City |
| State | TX | State |
| ZIP Code | 79701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271928634 | EIN |
| Primary Activities | supporting organization | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Public Charity | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Texas Heritage Holdings Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 60240 | AmountInvolved |
| Method Of Amt Determination | Fair market value on date of grant | MethodOfAmtDetermination |
Comments