FRANCES C AND WILLIAM P SMALLWOOD FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES C AND WILLIAM P SMALLWOOD FOUNDATION (EIN 23-7000306)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202621139349100717
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T09:40:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461281344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADMIRE SANFORD & LAUDERDALE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 HILLDALE ROAD STE 100 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761165414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237000306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES C AND WILLIAM P SMALLWOOD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8178845155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 THROCKMORTON SUITE 300 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK PIERSALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8178845155 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN M LAUDERDALE | PreparerPersonNm |
| PTIN | P01062142 | PTIN |
| Phone | 8177351840 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,962,136 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,045 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,045 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,390,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $427,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,361 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,874 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,768 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,654 | CashBOYAmt |
| Cash EOY | $142,527 | CashEOYAmt |
| Cash EOYFMV | $142,527 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,704,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,462,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,224,480 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,446,485 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,549,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,550,487 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,339,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,199,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,962,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,339,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,199,133 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,339,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,199,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,339,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,199,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,339,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,199,133 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,199,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $1,286,354 | $1,271,220 | $15,134 | $15,134 |
| PUBLICALLY TRADED SECURITIES | P | $1,094,896 | $937,880 | $157,016 | $157,016 |
| CAPITAL GAINS DIVIDENDS | P | $9,454 | $9,454 | $9,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $127 | OverpaymentAmt |
| Applied To ES Tax | $127 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JP MORGAN CHASE BANK NA | IndividualWithBooksNm |
| Phone | 8178845155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 THROCKMORTON SUITE 300 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK PIERSALL | ||||||||
| 420 THROCKMORTON STREET | FORT WORTH | TX | 76102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SALLY MULLER | ||||||||
| 420 THROCKMORTON STREET | FORT WORTH | TX | 76102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUZY STOCKDALE | ||||||||
| 420 THROCKMORTON STREET | FORT WORTH | TX | 76102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KYMBERLY PERRY | ||||||||
| 420 THROCKMORTON STREET | FORT WORTH | TX | 76102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,263,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,432,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,432,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,291,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,873 | TotalTaxAmt |
| Distributable Before Adj | $458,688 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,688 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,688 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,244 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $431,488 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $431,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $454,932 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JPMORGAN CHASE BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 THROCKMORTON STREET | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8178844772 | RecipientPhoneNum |
| Form And Info And Materials | REQUIREMENTS VARY DEPENDING ON TYPE OF GRANT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOR EDUCATIONAL, MEDICAL RESEARCH, SCIENTIFIC, LITERARY AND/OR CULTURAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPHIBIAN PRODUCTIONS INC | |||||||
| 120 S MAIN STREET | FORT WORTH | TX | 76104 | NONE | NC | EDUCATIONAL | $2,500 |
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVENUE | SHERMAN | TX | 75090 | NONE | NC | SCHOLARSHIPS | $30,000 |
| BALLET CONCERTO INC | |||||||
| 3803 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | NC | GENERAL OPERATIONS | $2,000 |
| CAMP FIRE FIRST TEXAS COUNCIL | |||||||
| 2700 MEACHAM BOULEVARD | FORT WORTH | TX | 76137 | NONE | NC | GENERAL | $5,000 |
| CARSON VALLEY ARTS INSTITUTE | |||||||
| 1572 US HWY 395 N A | MINDEN | NV | 89423 | NONE | NC | OPERATING BUDGETEDUCATIONAL | $7,000 |
| CASA MANANA INC | |||||||
| 3101 WEST LANCASTER AVE | FORT WORTH | TX | 76107 | NONE | NC | CULTURAL | $2,500 |
| CASA OF TARRANT COUNTY INC | |||||||
| 101 SUMMIT AVENUE | FORT WORTH | TX | 76109 | NONE | NC | CULTURAL | $20,000 |
| CENTER FOR TRANSFORMING LIVES | |||||||
| 512 W 4TH ST | FORT WORTH | TX | 76102 | NONE | NC | CHILD DEVELOPEMENT | $15,000 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY | |||||||
| 5601 BRIDGE STREET STE 501 | FORT WORTH | TX | 76112 | NONE | NC | OPERATING BUDGET | $7,500 |
| DANGBERG HOME RANCH | |||||||
| 1450 NV-88 | MINDEN | NV | 89423 | NONE | NC | OPERATING BUDGET | $13,000 |
| DOUGLAS COUNTY SCHOOL DISTRICT | |||||||
| 620 WILCOX STREET | CASTLE ROCK | CO | 80104 | NONE | NC | PAU-WA-LU | $7,164 |
| FORT WORTH COUNTRY DAY SCHOOL | |||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | NONE | NC | EDUCATIONAL | $10,000 |
| FORT WORTH SYMPHONY ORCHESTRA ASSOC | |||||||
| 330 E 4TH ST SUITE 200 | FORT WORTH | TX | 76102 | NONE | NC | GENERAL | $5,000 |
| MEFIYI FOUNDATION | |||||||
| 1347 PETAR | GARDENVILLE | NV | 89410 | NONE | NC | GENERAL | $8,000 |
| MIMAR CHAMBER MUSIC FESTIVAL | |||||||
| PO BOX 470839 | FORT WORTH | TX | 76147 | NONE | NC | GENERAL | $6,500 |
| PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY | |||||||
| 2400 CYPRESS STREET | FORT WORTH | TX | 76107 | NONE | NC | GENERAL | $5,000 |
| THE EDUCATION FOUNDATION OF ALACHUA COUNTY INC | |||||||
| 2802 NE 8TH AVE | GAINESVILLE | FL | 32641 | NONE | NC | EDUCATIONAL | $32,500 |
| THE WARM PLACE | |||||||
| 809 LIPSCOMB STREET | FORT WORTH | TX | 76104 | NONE | NC | SOCIAL WELFARE | $5,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | NONE | NC | EDUCATIONAL | $151,000 |
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||
| MAIL STOP 007 | RENO | NV | 89557 | NONE | NC | EDUCATIONAL | $70,580 |
| VAN CLIBURN FOUNDATION INC | |||||||
| 2525 RIDGMAR BLVD | FORT WORTH | TX | 76116 | NONE | NC | EDUCATIONAL PROGRAMS | $7,500 |
| FORT WORTH PUBLIC LIBRARY FOUNDATION | |||||||
| 306 W 7TH ST SUITE 1020 | FORT WORTH | TX | 76102 | NONE | NC | EDUCATIONAL | $10,000 |
| SOULFUL SEEDS | |||||||
| 316 CALIFORNIA AVENUE | RENO | NV | 89509 | NONE | NC | EDUCATIONAL | $5,000 |
| STAGE WEST THEATRE | |||||||
| 821 W VICKERY BLVD | FORT WORTH | TX | 76104 | NONE | NC | CULTURAL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,244 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,045 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $427,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,361 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MKT IND | $1,280,606 | $1,286,239 |
| ISHARES 7-10 YEAR TREASURY | $269,030 | $264,248 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX | $1,651,604 | $3,347,954 |
| ISHARES CORE MSCI EMERGING | $548,866 | $711,591 |
| ISHARES MSCI JAPAN ETF | $207,382 | $293,651 |
| INVESTCO QQQ TR | $145,461 | $402,987 |
| PIMCO TOTAL RETURN | $333,937 | $348,134 |
| DODGE & COX INCOME FUND | $581,645 | $590,604 |
| VANGUARD FTSE EUROPE ETF | $515,042 | $681,003 |
| ARTISAN INTL VAL-INST | $155,356 | $186,574 |
| JPMORGAN BETABUILDERS CANADA | $149,180 | $209,808 |
| BLACKROCK HIGH YIELD | $216,928 | $216,330 |
| FIDELITY INTL INDEX | $240,004 | $360,863 |
| JPM BETABUILDERS DEVELOPE | $91,373 | $101,171 |
| STATE HEALTH CARE SELECT | $64,788 | $98,453 |
| STATE STREET CONSUMER STAPLES | $22,974 | $22,061 |
| STATE STREET CONSUMER DISCRETION | $45,913 | $53,257 |
| STATE STREET ENERGY SELECT | $22,412 | $22,623 |
| STATE STREET FINANCIAL SELECT | $121,430 | $152,042 |
| STATE STREET INDUSTRIAL SELECT | $63,248 | $70,580 |
| STATE STREET TECHNOLOGY SELECT | $172,627 | $228,624 |
| STATE STREET COMMUNICATION SELECT | $44,286 | $54,622 |
| STATE STREET UTILITY SELECT | $67,872 | $71,548 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $109,647 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $7,895 | $0 | $0 |
| FOREIGN TAX | $4,874 | $4,874 | $0 |
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