Professional Documents
Culture Documents
Employerldentificabonnumber
A
The Thirteen Foundation. 27-6977311
10235 Interstate 20. B Telephone
number(seethemstruct,ons)
Eastland, TX 76448 254-629-8100
-
C)
N
E
-
1Oa ~r~~~ss:~J
- b Lesscostof
goodssold
less
aYlowances
c Grossprof1t/(loss)
(alt sch)
" '
M
c:, 11 Other income (attach schedule}
:::> 12 Total. Add lines 1 through 11
,--, 6 000 369. 369. 369.
:z 13 Compensabon of officers,directors,
trustees,etc u.
0 14 Otheremployee salariesandwages
w 15 Pension plans, employee benefits
z 16 a Legalfees(attachschedule)
z<( A
D
M b Accountingfees(attachsch) ..
(.)~ c Otherproffees(attachsch} ..
~)
p
E
I
s
T
17 Interest
18 Taus(attach
scheduleXsee
instr) J
----
I"'
HJ;;,-.~ ~
R R
19 Deprec1at1on(attach ~-a...u / ,
A
fo
~,Nnv,. .. ----- I
~
A
,,,. .. --_,,
T T sch) and depletion I ,, ,,
I I
N V 20 Occupancy .
G E 21 Travel, conferences, and meetings I " ,I ,u 11
A 22 Printing and publIcatIons
N
E
X I 1--.
D p
E
N
23 Other expenses (attach schedule)
L r-2DEN-
,.,_ 1 , t;I
s 24 Total operatinJ and administrative
--..:;,
---==1
E
s expenses. Ad lines 13 through 23
25 gifts,grantspaidPar:t
Contributions, XV 100 000. 100 000.
26 Total expenses and disbursements.
Add lines 24 and 25 100,000. 0. o. 100,000 ...
27 Subtract line 26 from line 12: .. ( N,
,,
', ' , ,,
a Excess of revenue over expenses .... ..' .. , .., ....
~
Less:accumulateddeprec1at1on
(attachschedule)
. . . . . . . . . . . ...
12 Investments - mortgage loans
-------------------+------------------
13 Investments - other (attach schedule}.
.. :, :,......
14 Land, buIldIngs, and equipment: basis ...___________ ," .......... ....
......
.. .......-:.......
~~~............
~..
--~
......
:....
~-:r
..:
Less:accumulateddeprecIat1on
(attachschedule) ...__________ -l---------+--------+---------
15 Other assets (describe ... See Statement 2 ) 1 1.
16 Total assets (to be completed by all filers - 1----------+--------...;.-1----------
see Instruct1ons.Also, see oaae 1, item I) 0. 5. 900. 3 69. 5,900,369
.... .... .. ......
L 17 Accounts payable and accrued expenses t----------+----------1 ~..~~~ :'',.
.......... ~-=.. ......
..,:....
.. ..~ ...
I :, ,.,....,..,
A 18 Grants payable . . ... .. t----------+----------1 ..~..~ ......
,:,'....
t ......
~.... .. ..~
__ ~ _ 19 ()eferre_d_r_evenue ._ -- - -
__ _ . _ 1----------1-----------I - - - -- - ~....
............. .......... ~ ....,..
{ ..~~,.. ..,:.>
~ .. '-:::....
:, ..
L 20 Loansfromofficers,directors,
trustees,& otherd1squallf1ed
persons
.... ' '
I 21 Mortgagesandothernotespayable (attachschedule) ..
T ....
:
I 22 Other lIabIlI1ies(describe. ...________________ _)1----------+----------1 . ,;..........
, ~ .... --~ .. ~
E ", 'i,''.',. '', ',,. ,, ,.
---'S:.....f---"-23.;;.._..;..To.;;..t;.;..a.;...l
l..;..ia_b.;..;.il;..;;iti;..;;e..;;..s..,,
(a;;.;d;;.;;d;..;l.;;..1n;..;;e.;;.s--'l.;;..7...;;th;..;.;r.;;.o.;;..u.il,;gh.;....;;;22""~)'-------..:......~--------=0...;;
.....,__
______ ...;;0;,,,;.ai.
,, ,,,},,,, , .i'
Foundations that follow SFAS 117, check here ...L " ' -''
11
' '
and complete lines 24 through 26 and lines 30 and 31. : ''.': '., , 'i, ,,
I ParUm
Analysis of Chanaes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part 11,column (a), line 30 (must agree with
end-of-year figure reported on prior year's return) . . .. 1 0.
2 Enter amount from Part I, line 27a .. 2 5,900,369.
3 Otherincreasesnotincluded in line2 (Item1ze) 3
------------------------------1---1------ 5 900 369
4 Add lines 1, 2, and 3 ............. . 4
5 Decreasesnotincludedin line2 (ItemIze) ... 5
6 Total net assets or fund balances at end of vear (line 4 minus line 5) - Part II, column fh', line 30 6 5,900,369 .
BAA TEEA03021..02/16/11 Form 990-PF (2010)
.
(a) List and describe the k1nd(s) of property sold (e.g., real estate, (b) How acquired (c) Date acquired (d) Date sold
2-story brick warehouse; or common stock, 200 shares MLC Company) P - Purchase (month, day, year) (month, day, year)
D - Donabon
1a N/A ,. t I ,..
b I\/ I K
C I
d
e
(e) Gross sales price (f) Deprec,a ,on allowed (g) Cost or other basis (h) Ga,n or (loss)
(or alloNable) plus expense of sale (e) plus (f) minus (g)
a
b
C
d
e
Complete only for assets show,no oaIn ,n column (h ,1and owned by the foundation on 12/31/69 (I) Gains(Column
(h)
(i) Fair Market Value (j) Adju~~ j basis (k) Excess of column (1) gainminuscolumn(k), butnotless
as of 12/31/69 as of y/31 /69 over column (J), ,f any than-0-) orLosses(fromcolumn(h))
a /
b /
C I
.J
d
e
2 Capital gain net income or (net capital loss). If gain, also enter ,n Part I, line 7 }
{ If (loss), enter -0- ,n Part I, line 7 2
3 Net short-term capital gain or (loss) as defined In sections 1222(5) and (6):
If gain, also enter In Part I, line 8, column (c) (see the InstructIons). If (loss), enter -0- }
In Part I, line 8.. . 3
I P~rtV ,/! Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) N/A.,
If section 4940(d)(2) applies, leave this part blank. ['/ J,q
Was the foundation liable for the section 4942 tax on the distributable amount of any y,kr 1~the base period 7 Oves O_No _
IL'Yes,~ the-foundation does-not qualify-under-section 4940(e). Donot complete this par ;-- - -- -- --
1 Enter the appropriate amount In each column for each year; see the 1nstruct1onst efore making any entries.
00 00 W (d)
Base period years Adjusted qualifying d1stribut1ons Net value of D1stribut1onratio
Calendar year (or tax year nonch ritable-use assets (column (b) d1v1dedby column (c))
beginning 1n)
2009
2008
2007
2006
2005 J
4 Enter the net value of noncharitable-use assets for 2010 from Part X, I11.:ie
5 .. 4
If line 8 1sequal to or greater than line 7, check the box In Part VI, line 1b, and complete that part using a 1% tax rate. See the
Part VI 1nstruct1ons.
BAA Form 990-PF (2010)
TEEA0303L 07/23/10
Form 990-PF (2010) The Thirteen Foundation 27-6977311 Page 4
I Part Vl': '] Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see the instructions)
1a Exemptoperatingfoundationsdescribedm section4940(d)(2),checkhere ~ andenter'N/A' on line 1. LJ ..~
~....
.. ~-= .. .......
:... ..:,/.-~{..
~ .......... ....::......
~ ..:,..........
check here ~
letter: _______
Dateof rulingor determination
D and enter
_(attach copy of letter if necessary - see instr.)
b Domestic foundations that meet the section 4940(e) requirements 1n Part V,
1% of Part I, line 27b
c All otherdomesticfoundationsenter2% of lme27b.Exemptforeignorganizations
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable
enter4%of Part I, lme 12,column(b}
} 1
..~;) ~ ',
....} -: J~--~
~.. .
.. :,........
:,
..~ .t~-'~f..t-=/.
.......... __..\,/ .:'\
......
~~ ~ .....
..;,'. ......
7.
........ ;
/ ..........
-..,:,
"
~
.......
.. ......
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1ed either: ....
~:,
,,
<
",,, , ' '
'i ........
'.
By language 1nthe governing instrument, or
. ~~
By state legislation that effectively amends the governing instrument so that no mandatory d1rect1ons that conflict ,.' ,, ............ ,
TEEA0304L 02/16111
Form ~90-PF<2010) The Thirteen Foundation 27- 6977 311 Paae 5
[PartVU-.AIStatements Reaardina Activities (Contmued)
11 At any time during the year, did the foundation, directly or IndIrectly, own a controlled entity
wIthIn the meaning of section 512(b)(13)? If 'Yes', attach schedule (see 1nstruct1ons) . ... 11 X
12 Did the foundation acquire a direct or indirect interest In any applicable insurance contract before
August 17, 2008? ... .. .... .... .. . . . .. . . . ... 12 X
13 Did the foundation comply with the public InspectIon requirements for its annual returns and exemption application? 13 X
Website address . . . ... N/A _____________________________________ _
14 Thebooksare1ncareof., Josh Wilks _ _L ___________________ Telephone no . ., 254-629-8100, __
Locatedat., 10235 Interstate 20_Eastland TXL. __________ ZIP+4., 76448...,,________ _
15 Section 4947(a)(l) nonexempt charitable trusts fIlIng Form 990-PF In lieu of Form 1041 - Check here . N/A ... CT
and enter the amount of tax-exempt interest received or accrued during the year. .. .. ..., 15 I N/A
Yes No
16 At any time during calendar year 2010, did the foundation have an interest In or a signature or other authority over a
bank, securities, or other fInancIal account In a foreign country? . .. . . . . . 16 X
See the InstructIons for exceptions and filing requirements for Form TD F 90-22.1. If 'Yes,' enter the name of the
foreIan countrv .,
IP~rt VU.,8
l Statements Reaardina Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the 'Yes' column, unless an exception applies. ~ .... Yes No
1 a During the year did the foundation (either directly or Ind1rectly): .. ..
/
-;
(1) Engage In the sale or exchange, or leasing of property with a dIsqualifIed person? 0Yes !Kl.No ,,
'
,.
,<,
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1tfrom) a
dIsqualifIed person? . . . . . .
(3) Furnish goods, services, or fac1l1tIesto (or accept them from) a d1squalifIed person?
. .
Yo,
1-.
Yes No
;
i,'
, N
,,
..../.,,,
(4) Pay compensation to, or pay or reimburse the expenses of, a dIsqualIf1ed person? Yes ~o :i...- ,,
(5) Transfer any income or assets to a dIsqualIfIed person (or make any of either available
for the benefit or use of a dIsqual1f1edperson)? . . . .. .. 0Yes IK]~o . ,,,. '
~--' \
!
(6) Agree to pay money or property to a government official? (Exception. Check 'No' If the
foundation agreed to make a grant to or to employ the official for a period after term1nat1on
of government service, If term1nat1ng wIthIn 90 days.) ..
b If any answer Is 'Yes' to la(l)-(6), did any of the acts fail to qualify under the exceptions described In
Regulations section 53.494-l(d)-3 or In a current notice regarding disaster assistance (see the instructions)?
Organizations relying on a current notice regarding disaster assistance check here. .. ...D
c Did the !9uQ.d_atIQnengage in a_prior_yeaun_any-of the-acts-described In-l a, other than excepted-acts, - - - ............
..
- th-at were not corrected before the first day of the tax year beginning In 2010? . .. .. 1c X"
! .
2 Taxes on failure to dIstrIbute income (section 4942) (does not apply for years the foundation was a { ..,: ..~ ....
private operating foundation defined In section 49420)(3) or 49420)(5)): ,'
',
a At the end of tax year 2010, did the foundation have anr undIstrIbuted income (lines 6d ........
:,-. .... .
.,--
and 6e, Part XIII) for tax year(s) beginning before 2010. . . . . . . . . . . . ~ ..
' , '!
,:
, ' ,,
If 'Yes,' 11stthe years .._ 20_ _ , 20_ _ , 20_ _ , 20__
b Are there any years listed In 2a for which the foundation Is not applying the provIsIons of section 4942(a)(2)
.... .... .,-:
(relating to incorrect valuation of assets) to the year's undIstrIbuted income? (If applying section 4942(a)(2) to
all years listed, answer 'No' and attach statement - see the InstructIons } 2b N'A
,,
c If the provIsIons of section 4942(a)(2) are being applied to any of the years listed In 2a, 11stthe years here. / ...- .. ~-~ ~ .. ==..
3a Did the foundation hold more than a 2% direct or indirect interest In any business
enterprise at any time during the year? ..... .
b If 'Yes,' did 1thave excess business holdings in 2010 as a result of (1) any purchase by the foundation
0Yes
.
[KlNo /-'
.,,.. .. ....::..::.. --~
..
!, '','
or dIsqualif1ed persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved .... ..
b1 the Comm1ss1onerunder section 4943(c)(7)) to dispose of holdings acquired by gift or be(ll.Jest; or
(;SJthe lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to
determine 1fthe foundation had excess business holdings in 2010). 3b NIIA .
4a Did the foundation invest during the year any amount In a manner that would Jeopardize its
charitable purposes? .. .. .. 4a X
b Did the foundation make any investment In a prior year (but after December 31, 1969) that could
Jeopardize its charitable purpose that had not been removed from Jeopardy before the first day of
the tax vear beaInnina In 2010? 4b X
BAA Form 990-PF(2010)
TEEA0305l. 02/16/11
---- ----- ----
(4) Provide a grant to an organization other than a charitable, etc, organization described
In section 509(a)(l), (2), or (3), or section 4940(d)(2) 7 (see instructions) Oves [RjNo
(5) Provide for any purpose other than religious, charitable, sc1ent1f1c,literary, or !
educational purposes, or for the prevention of cruelty to children or animals 7 Oves [RjNo :
b If any answer Is 'Yes' to 5a(l)-(5), did any of the transactions fail to qualify under the exceptions
described In Regulations section 53 4945 or In a current notice regarding disaster assistance -- -- - --- - -- ~-
(see 1nstruct1ons)7 Sb N'A
Organizations relying on a current notice regarding disaster assistance check here D -,
'
c If the answer Is 'Yes' to question 5a(4), does the foundation claim exemption from the
tax because 1t maintained expenditure respons1b1htyfor the grant? N/A Oves 0No
If 'Yes,' attach the statement reqwred by Regulations section 53 4945-S(d)
6a Did the foundation, during the year, receive any funds, directly or 1nd1rectly,to pay premiums
on a personal benefit contract? DYes [R]No
b Did the foundation, during the year, pay premiums, directly or 1nd1rectly,on a personal benefit contract? 6b X
If 'Yes' to 6b, ftle Form 8870
7a At any time during the tax year, was the foundation a party to a proh1b1tedtax shelter transact1on7 Oves [R]No __ _
b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b
IPart VIII IInformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(b) Title and average (c) Compensation (d) Contributions to (e) Expense account,
hours per week (If not paid, enter -0-) employee benefit other allowances
(a) Name and address devoted to position plans and deferred
compensation
Farris C. Wilks Trustee 0. 0. 0.
------------------------
10235 Interstate 20 4.00
Eastland, TX 76448
____ :.=-
_JoAnn WiJ:ks____ -__ ::._ __ --::_
Trustee 0. 0. 0.
10235 Interstate 20 4.00
Eastland TX 76448
------------------------
------------------------
------------------------
------------------------
Total number of other employees paid over $50,000 ... 0
BAA TEEA0306L 07123110 Form 990-PF (2010)
.:. Form 990-PF 2010 The Thirteen Foundation 27-6977311 Pa e7
Partvm InformationAbout Officers, Directors,Trustees,Foundation Managers, Highly Paid Employees,
and Contractors(continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none,
enter 'NONE.
Ca)Name and address of each person paid more than $50,000 (b) Type of service Cc)Compensation
None.
----r--------- -- -- -- --- -- - -N71J
-------
----------------------------r---------
---------------------------- ----------
-------------------------1----------
-------------------------------------- I
Total number of others rece1v1nqover $50,000 for professional services. ~
0
IPartlX..A ISummaryof Direct CharitableActivities
List thefoundation's
fourlargestdirectcharitable
activ1t1es
duringthetaxyear.Includerelevant
statisticalmformat1on
suchas thenumberof
organizations
andotherbenef1c1anes served,
conferences convened,research
papersproduced, etc. Expenses
N/A
2
===~==================A'ffi=~=================
3
4 =====================/=
==========================
IParttX~B'lSummaryof Program-RelatedInvestments(see instructions)
Describe the two larqest proqram-related investments made by the foundation dunno the tax year on lines 1 and 2. Amount
1 N/A~==================rli-P:-=================
I
2 -------------------------~----------------------------
'
-------------------------~----------------------------
All other program-related investments. See 1nstruct1ons.
3 ======================
(=============================
Total. Add lines 1 through 3 0. ~
TEEA0307l 02/16/11
The Thirteen
Form 990-PF 2010 Foundation 27-6977311 Pa e8
PartX : MinimumInvestment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)
.. ~
-: -: ......
..,.:,:,
1 Fair market value of assets not used (or held for use) directly In carrying out charitable, etc, purposes:
a Average monthly fair market value of securities '' '' '' .... '' ''' ''' .... . .
'' 1a
b Average of monthly cash balances ....... ''' ... ' ''' '' ... .......
' '' ''' .... 1b 32,330.
c Fair market value of all other assets (see instructions) '' ''
1c
d Total (add lines 1a, b, and c) ''
1d 32,330.
e Reduction claimed for blockage or other factors reported on lines 1a and 1c
(attach detailed explanation) . '' '.'. '' I , e I 0.
2 Acqu1s1t1onindebtedness applicable to line 1 assets 2 0.
3 Subtract line 2 from line 1d . ''' '' ''
3 32,330.
4 Cash deemed held for charitable acbvItIes. Enter 1-l /2% of line 3
(for greater amount, see 1nstruct1ons) 485 - 4
5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 31,845. 5
6 Minimum investment return. Enter 5% of line 5 6 1,592.,
IPattxt I DistributableAmount (see instructions) (Section 49420)(3) and (J)(5) private operating foundations
and do not com
1 Minimum investment return from Part X, line 6 1 1 592.
2a Tax on investment income for 2010 from Part VI, line 5 2a 7.
/
b Income tax for 2010. (This does not include the tax from Part VI.) 2b .........
c Add lines 2a and 2b .. 2c 7 .
3 D1str1butableamount before adjustments. Subtract line 2c from line 1 3 1 585.
4 Recoveries of amounts treated as qualifying d1str1butIons 4
5 Add lines 3 and 4 . . . . . . . . 5 1 585.
6 Deduction from dIstnbutable amount (see 1nstruct1ons) . 6
7 Distributable amount as ad usted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 1,585
IPart )CU,!QualifyingDistributions (see instructions)
1 Amounts paid (1nclud1ngadmInistratIve expenses) to accomplish charitable, etc, purposes: "
a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1a 100, 000 -
b Program-related investments - total from Part IX-B 1b
_2 A~ou~t~ pa~ to a~quIr:__ass~tsu~ed ~~ held for ~se)_<:11re:tly
In ca!ryI12_g
o~ ch_antabl~,e!c,_puq~os~s --
2
3 Amounts set aside for specIfIc charitable projects that satisfy the ,,,
a Su1tab1l1tytest (pnor IRS approval required) . . .... 3a
b Cash dIstributIon test (attach the required schedule) .. 3b
4 Qualifying distributions. Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 4 100,000._
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.
Enter 1% of Part I, line 27b (see 1nstruct1ons) . . .... . . .. . . .. .. 5
6 Adjusted qualifying distributions. Subtract line 5 from line 4 .... 6 100,000.
Note. The amount on line 6 will be used In Part V, column (b), In subsequent years when calculating whether the foundation
qualifies for the section 4940(e) reduction of tax In those years.
BAA Form 990-PF (2010)
TEEA0308l. 07/06/09
Form 990-PF(2010) The Thirteen Foundation 27-6977311 Page 9
',, 1
c Treated as d1strIbutions out of corpus , . .. ' ; ,, ,,,,_,
(Election required - see Instruct1ons) 0. ... ....
d Applied to 2010 d1str1butable amount ... : l, 585 -
e Remaining amount d1str1butedout of corpus 98,415 . ........
5 Excess d1stnbut1ons
carryover
appliedto 201Q 0. '
,, ;
0.
(If an amount appears ,n column (d), the ,,,
same amount must be shown m column (a) )
,,
,,
'" '
........ ......~
,, i
,,
' ,,,
6 Enter the net total of each column as ," " ......
indicatedbelow: ,, '
~~ .. ,._.:,]:,_..,:,
AddImes31,4c,and4e.Subtractline5
a Corpus. 98,415.,
,, ,, '
b_P_r.1or
y_ears~undIstrIbuted_Income. Subtract
- line 4b from line 2b. . . . . . 0.
c Enter the amount of prior years' undIstrIbut- ,,
ed income for which a notice of def1c1ency
has been issued, or on which the section ,'
4942(a) tax has been previously assessed ,, 0. ' ',
,,
d Subtract line 6c from line 6b. Taxable ', ....... <
--:~
.. :~
amount - see InstructIons . . .. .. :,-.',,... ..~ / .. .... o.
........ ) ~~ ......
.. ( ........
e Und1stnbuted
income
for 2009.Subtractlme4afrom ,'
line2a.Taxable
amount- seeinstructions.. " ' " / 0. ;( ..........~ ....\ ..
,, <,
,'
8 Excess dIstrIbutIons carryover from 2005 not
applied on line 5 or line 7 (see Instruct1ons) 0. .... .. ....
...... ~..
~ ... .
..................
..: .,..: ..
....~~~.. r .......
9 Excessdistributionscarryoverto 2011. ......
..=-~~
..~.. ............
..
Subtract lines 7 and 8 from line 6a .. 98,415. ,, '
10 Analysis of line 9:
a Excess from 2006.. . .
'i
', ,, ... ::;>:,.
,
1
;/ "',"; 1 ..... '..:>,:, ,.,. . >>'::it:
:'':>,,/ . .. . .-: ::::J;/.;\:.~\-.\:.
.",", .,,...
.. .. : . ,''.i .
b Excess from 2007 '; ,, -', ',.:, 't ,,;, '\, ; ',;/;, ,:,, , ', ; , , '""
cExcessfrom2008 1------------1:,,:-i<i;+,':;;-;";),'i-
.. ..
'1."
1
'
.. ~
,
',_
~
,,
:,
',,,
u ..
,,
~-
, :, ;
'.)
.....,.. ...... :
'",',.?
,'i,',,;;i,,,
... ;. -.:,.......
,,\,'.A"'.<'
~~...... ~t:
~..
}....~~;......
: ..............
~
'/i,,,1,,'."',:1,,
1
: ~:~::: ::: :~~ 98,415. ;,, _,,,,,Hi,:> ,_,:;:" -:_-'-,., -.. ,, \ ,:(; ?t>:\Y:\,'.:;;,\:':,
,,:,,:/">; ,,.,_,. -
BAA Form 990-PF (2010)
TEEA0309l 07123/10
Form 990-PF (2010) The Thirteen F oun d ation 2 7 -6 977311 Paqe 10
1PartX1VIPrivate Ooeratina Foundations (see instructions and Part VII-A auest1on 9) NIA
1 a If the foundation has received a rul1n? or determination letter that It Is a private operating foundation, and the ruling
Is effective for 2010, enter the date o the ruling . .. .. . .. .. . . ... .,.
b Check box to IndIcate whether the foundation Is a orivate ooeratina foundation described In section n
4942(1)rn or I 4942(1)(5)
2a Enter the lesser of the adjusted net Tax year Prior 3 vears
income from Part I or the minimum (a) 2010 (b)2009 (c) 2008 (d)2007 (e) Total
investment return from Part X for
each year listed . . ... A/ 17
b 85% of line 2a . .. '' .. IV / IA
c Qual1fy1ngd1stributIons from Part XII, /
line 4 for each year listed
d Amountsincludedin line 2c not useddirectly
for activeconductof exemptactIvItIes ...
e QuaI1i1ng dIstrIbutIons made directly
for ac Ive conduct of exemfct act1v1ties.
Subtract line 2d from line c .
3 Complete 3a, b, or c for the
alternative test relied upon:
a 'Assets' alternative test - enter:
(1) Value of all assets
(2) Value of assets quali~Ing under
section 4942(1)(3)(8)(1
b 'Endowment'
alternativetest - enter2/3 of
minimuminvestment returnshownin PartX,
line 6 for eachyearlisted. . .
c 'Support' alternative test - enter:
(1) Total support other than gross
investment income (interest,
dIvIdends, rents, pa~ments
on securities loans section
512(a)(5)), or royalties)
(2) Supportfromgeneralpublicand 5 or
moreexemptorganizations as provided
in section4942(1)(3)(8)(111)
. . ..
II
(3) Largest amount of support from
an exempt organization ..
(4) Gross investment income
IPart-XV -I Supplementary
-
Information
-- - - (Complete
- - -
this
- .- iJth~ organizati_pn had_$5,0QQ_ormore in
-. part- only
assets at any time during the year - see instructions.)
- -
- - - -
rl,if
requests for funds. If the foundation makes gifts, grants, etc, (see 1nstruct1ons) to 1ndIv1duals or organizations under other condItIons,
complete items 2a, b, c, and d.
The name, add,ess, /'"e numbe, of the pecson to whom apphoabons stm,ld be addce=d
b The form In which applic tions should be submitted and 1nformat1onand materials they should include:
c Any subm1ss1ondeadl1n
d Any restrIctIons or lIm ations on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons,or other factors:
- -- - - - - - - - - - -
- - - - - - - - - -
- - - - - - - - - --
tV/A
Total .. ... 3b
BAA TEEA0501 L 07123/10 Form 990-PF (2010)
0
[P.~frfXV,,l;,.4,]
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise 1nd1cated. Unrelated business income Excludedby section512,513,or 514
(e)
(a) (b) (c) (d) Related or exempt
Business Amount Exclu- Amount function income
code sIon (see the 1nstruct1ons)
1 Program service revenue: code
a
b
C
d
e
f
g Fees and contracts from government agencies.
2 Membership dues and assessments .
3 Intereston savingsandtemporary
cashinvestments. 14 369.
4 D1v1dendsand interest from securities .
, ' '
5 Net rental income or (loss) from real estate:
a Debt-financed property
b Not debt-financed property
6 Netrentalincomeor (loss)from personalproperty
7 Other investment income ..
8 Gainor (loss)from salesof assetsotherthaninventor~ ..
9 Net income or (loss) from special events .
10 Gross profit or (loss) from sales of inventory
11 Other revenue: " : ,
a
b
C
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 369.
13 Total. Add hne 12, columns (b), (d), and (e) 13 369.,
(See worksheet In line 13 1nstruct1ons to verify calculations.)
- IJ~-.d.XVMf:I
Relationship of Activities to th~-Accomplishment of Exempt Purposes
Line No. Explain below how each actIv1ty for which income Is reported In column (e) of Part XVI-A contributed importantly to the
accomplishment of the foundation's exempt purposes (other than by prov1d1ngfunds for such purposes). (See the 1nstruct1ons.)
'
J
I
I
I
I
I
I
I
I
-- - - - - -
- - - - - - - - - - - --
j
I
I
I
2a Is the foundation directly or 1nd1rectlyaffiliated with, or related to, one or more tax-exempt organizations
described 1nsection 501(c) of the Code (other than section 501 (c)(3)) or 1nsection 527? . 0Yes
..
IB]No
t1on of relat1onsh1
N/A
Under penalbes of pe~ury, I declare that I have examined this return, 1nclud1ngaccompanying schedules and statements, and to the best of my knowledge and belief, 11Is true,
correct, and complete Declaration of reparer (other than taxpayer or fiduciary) Is based on all mformabon of which preparer has any knowledge
Check 1f IBJ 1f
PTIN
TEEA0503L 02/15/11
0MB No 1545-0047
ScheduleB
(Form 990, 990-EZ,
or 990-PF) Schedule of Contributors
Department of the Treasury .,. Attach to Form 990, 990-EZ, or 990-PF 2010
Internal Revenue Service
Name of the organlz1Uon EmployerldenUficaUon
number
Form 990-PF
General Rule
IBJFor an organization f1l1ngForm 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (1nmoney or property) from any one
contributor. (Complete Parts I and II.)
Special Rules
QFor a section 50l(c)(3) organization fIlIng Form 990 or 990-EZ, that met the 33-1/3% support test of the regulations under sections
509(a)(l) and 170(b)(l)(A)(v1), and received from any one contributor, during the year, a contr1butIon of the greater of (1) $5,000 or
(2) 2% of the amount on (1) Form 990, Part VIII, line lh or (11)Form 990-EZ, line 1. Complete Parts I and II.
QFor a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ, that received from any one contributor, during the year,
aggregate contrIbut1onsof more than $1,000 for use exc/us,vely for relIgIous, charitable, scIentIfIc, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.
0 For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ, that received from any one contributor, during the year,
contrIbutIons for use exc/us1vely for reT1g1ous,charitable, etc, purposes, but these contributions did not aggregate to more than $1,000.
If this box Is checked, enter here the total contributions that were received during the year for an exclus,vely religious, charitable, etc,
purpose. Do not complete any of the parts unless the General Rule applies to this organization because It received nonexclusIvely
- -- - rellg1ous,charitable,etc, contnbut1onsor-$5;ooo-ormoredu-nngthe year - - -- - - - ..,.-$ -
--------
Caution:An organization that Is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or
990-PF) but It must answer 'No' on Part IV, line 2 of their Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form
990-PF, to certify that It does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
BAA For PaperworkReductionAct Notice, see the Instructionsfor Form 990, Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
990EZ, or 990-PF.
TEEA0701L 12/28/10
Schedule '8 Form 990, 990-EZ, or 990-PF 2010 of Part I
Name of organization
JoAnn Wilks
--2 r------------------------------------- Person
Payroll
_10235 Interstate 20 _______________________ $ ___ 3,000,000. Noncash
r-------------------------------------
...._____________________________________ $_ _ _ _ _ _ _ _ _ _ _
Person
Payroll
Noncash
(Complete Part 111fthere
Is a noncash contribution )
r-------------------------------------
(a) (b) (~) - _(d)
Number - Name, address, and-ZIP-+ 4 - Aggregate Type of contribution
contributions
______________________________________ $ __________ _
Person
Payroll
Noncash
(Complete Part II 1fthere
Is a noncash contribution )
--------------------------------------
(a) (b) (c) (d)
Number Name, address, and ZIP + 4 Aggregate Type of contribution
contributions
-- --------------------------------------
______________________________________ $_ _ _ _ _ _ _ _ _ _ _
Person
Payroll
Noncash
(Complete Part 111f there
Is a noncash contribution )
--------------------------------------
(a) (b) (c) (d)
Number Name, address, and ZIP + 4 Aggregate Type of contribution
contributions
-- --------------------------------------
______________________________________ $ __________ _
Person
Payroll
Noncash
(Complete Part II 1f there
Is a noncash contribution )
--------------------------------------
BAA TEEA0702L 10/26/10 Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Schedule'B Form 990, 990-EZ, or 990-PF 2010 Pa e 1 of 1 of Part II
Name of organlzaUon Employer ldenUflcaUon number
N/A
---
$
---
$
---
$
- - - - - - - -- - - -
- - - -- - --- - -
---
$
---
$
---
$
TEEA0703L 10/26/10
Schedule'B Form 990, 990-EZ, or 990-PF 2010 Pa e 1 of 1 of Part Ill
Name of organlzaUon Employer ldentific1Uon number
(e)
Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
---
(e)
Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
- -- ---
- _(~) - - - _(b)- - - - - -- -- - -(c)- - (d)
No. from Purpose of gift Use of gift Description of how gift Is held
Part I
---
(e)
Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
---
(e)
Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
Statement 1
Form 990-PF, Part II, Line 15
Other Assets
Fair Market
Book Value Value
Rounding $ 1.
Rounding $ 1.
Total $ 1. $ 1.
Statement 2
Form 990-PF, Part VII-A, Line 10
Substantial Contributors During the Tax Year
=N=am=e"'----"o=f'----=S=u=b=st=a=n=t=i=a=l---=-Co=n=t=r~i=b=u=t=o~r
____ Address of Substantial Contributor
Farris & JoAnn Wilks 10235 Interstate 20
Eastland, TX 76448
Statement 3
Form 990-PF, Part XV, Line la
Foundation Managers - 2% or More Contributors
Farris C. Wilks
JoAnn Wilks