BETA

WAGHORNE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WAGHORNE FAMILY FOUNDATION (EIN 33-2007003)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202631319349104033
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T15:16:19-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BONADIO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17557 RAMBLER RD SUITE 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN332007003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WAGHORNE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAGHBusinessNameControlTxt
Phone2148832666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13901 TURTLE CREEKAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD WAGHORNEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2148832666PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREGINA ROBERTSPreparerPersonNm
PTINP01258854PTIN
Phone5853811000PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,901,752FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$172,763ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,301DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,301DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,274,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,011,089GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,274,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,515,696TotalRevAndExpnssAmt
Total Net Invst Incm$2,342,933TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$665LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$665LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,661OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$34,289TaxesRevAndExpnssAmt
Taxes Net Invst Incm$629TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,881TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$245,906ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$245,906ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$306,737TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$248,787TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,208,959ExcessRevenueOverExpensesAmt
Net Investment Income$2,318,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,827CashBOYAmt
Cash EOY$52,180CashEOYAmt
Cash EOYFMV$52,180CashEOYFMVAmt
Corporate Stock BOY$624,844CorporateStockBOYAmt
Corporate Stock EOY$2,789,675CorporateStockEOYAmt
Corporate Stock EOYFMV$3,849,572CorporateStockEOYFMVAmt
Total Assets BOY$677,671TotalAssetsBOYAmt
Total Assets EOY$2,841,855TotalAssetsEOYAmt
Total Assets EOYFMV$3,901,752TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$677,671NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,841,855NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$677,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,841,855TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$677,671TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,841,855TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$677,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,208,959ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,886,630SubtotalAmt
Other Decreases$44,775OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,841,855TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
IBM CORPP2025-08-272025-08-28$110$110$0$0
ST STRET SPDR BBRG SRTP2025-12-152025-12-16$191,368$190,431$937$937
ADOBE INCP2025-05-132025-05-14$23,896$6,521$17,375$17,375
ALPHABET INCP2025-05-132025-05-14$52,339$9,705$42,634$42,634
AMAZON.COM INCP2025-05-132025-05-14$223,216$43,363$179,853$179,853
AMERIPRISE FINL INCP2025-05-132025-05-14$155,674$44,458$111,216$111,216
APPLE INCP2025-05-132025-05-14$232,656$20,988$211,668$211,668
BLACKSTONE INCP2025-05-132025-05-14$1,070,193$147,227$922,966$922,966
IBM CORPP2025-08-272025-08-28$141,042$116,518$24,524$24,524
INTERCONTINENTAL EXCHANGP2025-05-132025-05-14$70,009$13,494$56,515$56,515
JPMORGAN CHASE & COP2025-05-132025-05-14$154,926$30,565$124,361$124,361
KYNDRYL HLDGS INCP2025-08-272025-08-28$3,462$3,465-$3-$3
MICROSOFT CORPP2025-05-132025-05-14$432,830$42,828$390,002$390,002
THERMO FISHER SCIENTIFICP2025-05-132025-05-14$100,507$27,160$73,347$73,347
VISA INCP2025-05-132025-05-14$158,833$39,645$119,188$119,188
CAPITA GAIN DISTRIBUTIONP$28$28$28
FieldValueIRS element (for citing)
Capital Gain Net Income$2,274,611CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32,229InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$32,229SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$32,229TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$33,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$33,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$771OverpaymentAmt
Applied To ES Tax$771AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HFS WEALTH MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2142390887PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18350 MEADOW ROAD STE 181AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD WAGHORNE
3901 TURTLE CREEK NO 11DALLASTX75219PRESIDENT0.00$0$0$0
CAROLYN WAGHORNE
3901 TURTLE CREEK NO 11DALLASTX75219SECRETARY0.00$0$0$0
MICHAEL WAGHORNE
13552 BRAEMAR DRDALLASTX75234DIRECTOR0.00$0$0$0
TYLER JONES
4407 BOBBITT DRDALLASTX75229DIRECTOR0.00$0$0$0
JESSICA JONES
4407 BOBBITT DRDALLASTX75229DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,618,698AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$117,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,735,774TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,735,774AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,037CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,679,737NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$32,229TaxBasedOnInvestmentIncomeAmt
Total Tax$32,229TotalTaxAmt
Distributable Before Adj$151,758DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$151,758DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$151,758DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$248,787ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$248,787QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,758DistributableAsAdjustedAmt
Undistributed Income PY$12,470UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$248,787QualifyingDistributionsAmt
Applied To Year1$12,470AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$151,758AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,559RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$84,559TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,559ExcessDistriCyovToNextYrAmt
Excess From Current Year$84,559ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD WAGHORNEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32204NONEPCCHARITABLE PURPOSES$5,000
SMU
6425 BOAZ LANEDALLASTX75205NONEPCCHARITABLE PURPOSES$161,056
ALZHEIMER'S ASSOCIATION
6400 SHERIDAN DR 320BUFFALONY14221NONEPCCHARITABLE PURPOSES$1,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314NONEPCCHARITABLE PURPOSES$5,000
FRIENDS OF THE SMOKIES
PO BOX 1660KODAKTN37764NONEPCCHARITABLE PURPOSES$500
MERCY SHIP
PO BOX 2020LINDALETX757712020NONEPCCHARITABLE PURPOSES$500
DYLEXIA CENTER OF AUSTIN
4215 MEDICAL PKWYAUSTINTX78756NONEPCCHARITABLE PURPOSES$1,250
LEARNING EDUCATION
389 VIRGINIA STBUFFALONY14201NONEPCCHARITABLE PURPOSES$1,000
LYMPHOMA RESEARCH FOUNDATION
88 PINE STREET SUITE 2400NEW YORKNY10005NONEPCCHARITABLE PURPOSES$250
HPUMC
3300 MOCKINGBIRD LANEDALLASTX75205NONEPCCHARITABLE PURPOSES$12,000
THE COMMUNITY FOUNDATION OF WNC
PO BOX 1888ASHEVILLENC28802NONEPCCHARITABLE PURPOSES$10,000
TURTLE CREEK ASSOCIATION
3131 TURTLE CREEK BLVD 340DALLASTX75219NONEPCCHARITABLE PURPOSES$2,500
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219NONEPCCHARITABLE PURPOSES$2,500
HOPE COTTAGE
4072 BEACH RIDGE RDNORTH TONAWANDANY14120NONEPCCHARITABLE PURPOSES$500
THE MAGDALEN HOUSE
4513 GASTON AVEDALLASTX75246NONEPCCHARITABLE PURPOSES$5,000
VISITING NURSES ASSOCIATION
3780 COMMERCE CT 100NORTH TONAWANDANY14120NONEPCCHARITABLE PURPOSES$5,000
NEVER STOP BELIEVING FOUNDATION
PO BOX 5511FRISCOTX75035NONEPCCHARITABLE PURPOSES$3,000
MEN OF L
400 S SIXTH STLOUISVILLEKY40202NONEPCCHARITABLE PURPOSES$1,000
NORTHERN TEXAS PGA GOLF FOUNDATION
16124 CHAMPIONSHIP DRIVEFRISCOTX75033NONEPCCHARITABLE PURPOSES$250
DWC FOUNDATION
263 S LARCHMONT BLVDLOS ANGELESCA900043710NONEPCCHARITABLE PURPOSES$100
SUMMIT CHARTER SCHOOL FOUNDATION
PO BOX 2493CASHIERSNC28717NONEPCCHARITABLE PURPOSES$10,000
THE ASSOCIATION OF FORMER STUDENTS
505 GEORGE BUSH DRCOLLEGE STATIONTX778402918NONEPCCHARITABLE PURPOSES$1,000
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075NONEPCCHARITABLE PURPOSES$5,000
BOYS & GIRLS CLUB OF THE PLATEAU
PO BOX 1812CASHIERSNC28717NONEPCCHARITABLE PURPOSES$10,000
THE DALLAS FOUNDATION
PO BOX 650823DALLASTX752650823NONEPCCHARITABLE PURPOSES$1,000
NEXUS FAMILY RECOVERY CENTER
8733 LA PRADA DRIVEDALLASTX75228NONEPCCHARITABLE PURPOSES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$245,906TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,301ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,274,611ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,342,933ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,342,933TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RICHARD WAGHORNE
13901 TURTLE CREEKDALLASTX75219$168,096Yes (X)
RICHARD WAGHORNE
23901 TURTLE CREEKDALLASTX75219$4,667Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1575 SHARES OF IBM CORP$168,0962025-07-01
2110 SHARES OF KYNDRYL HOLDINGS INC$4,6672025-07-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC$15,452$48,999
ALPHABET INC$24,352$210,336
AMAZON.COM INC$29,406$118,180
AMERIPRISE FINL INC$7,459$24,517
APPLE INC$18,461$137,833
BLACKSTONE INC$10,611$57,957
BROADCOM INC$23,622$86,871
INTERCONTINENTAL EXCHANG$5,836$24,294
JPMORGAN CHASE & CO$13,113$68,311
MICROSOFT CORP$24,058$114,618
SALESFORCE INC$18,271$47,154
THERMO FISHER SCIENTIFIC$6,877$34,188
TRAVELERS COS INC$4,175$28,426
VISA INC$13,929$54,711
HARTFORD TOTAL RETURN$190,072$194,553
INVESCO S AND P 500 GARP$470,104$508,954
INVSC TOTAL RETURN BOND$190,094$195,181
ISHARES MSCI USA QLTY$665,341$744,626
ISHS MSCI INTL QUALITY$100,222$108,171
SCHWAB FUNDAMNTL INTRNL$100,359$119,128
VANGUARD CORE PLUS BND$195,839$195,053
VANGUARD INTL DIVIDEND$99,565$105,168
WISDOMTREE US QLT DIV$562,457$622,343

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$665LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$665DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT - DONATED SECURITIESDesc
Amt$44,775Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$23,661Amt
Net Investment Income$23,661NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$629$629$0
FEDERAL EXCISE TAX$33,660$0$0

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