Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BUDDY BOSTICK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7111 BOSQUE BLVD SUITE 304
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WACO, TX76710
A Employer identification number

81-0823336
B Telephone number (see instructions)

(254) 741-5990
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,516,926J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,377,634
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,232 4,232  
4 Dividends and interest from securities... 181,007 181,007  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,916
b Gross sales price for all assets on line 6a 1,174,347
7 Capital gain net income (from Part IV, line 2)... 104,916
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 17,712 0  
12 Total. Add lines 1 through 11........ 1,685,501 290,155  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,600 27,920   111,680
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 600 180   420
b Accounting fees (attach schedule)....... Click to see attachment 6,900 3,450   3,450
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,587 953   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,140 1,070   1,070
21 Travel, conferences, and meetings....... 905 450   455
22 Printing and publications.......... 374 0   374
23 Other expenses (attach schedule)....... Click to see attachment 2,656 1,042   1,614
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 173,762 35,065   119,063
25 Contributions, gifts, grants paid....... 280,929 280,929
26 Total expenses and disbursements. Add lines 24 and 25 454,691 35,065   399,992
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,230,810
b Net investment income (if negative, enter -0-) 255,090
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   12,165 12,165
2 Savings and temporary cash investments......... 80,997 1,021,365 1,021,322
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,027,703 Click to see attachment10,300,672 12,236,209
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment226,867 Click to see attachment235,183 Click to see attachment247,230
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,335,567 11,569,385 13,516,926
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,335,567 11,569,385
29 Total net assets or fund balances (see instructions)..... 10,335,567 11,569,385
30 Total liabilities and net assets/fund balances (see instructions). 10,335,567 11,569,385
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,335,567
2
Enter amount from Part I, line 27a .....................
2
1,230,810
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,008
4
Add lines 1, 2, and 3 ..........................
4
11,569,385
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,569,385
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ST EDWARD JONES CAPITAL LOSS -4511      
b LT EDWARD JONES CAPITAL LOSS -4511      
c EDWARD JONES CAPITAL GAIN DISTRIBUTIONS      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39,202   40,931 -1,729
b 932,178   1,028,500 -96,322
c 202,967     202,967
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,729
b       -96,322
c       202,967
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 104,916
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,546
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,546
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,546
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,827
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,827
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,281
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,281 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPATRICIA GOHLKE Telephone no.bullet (254) 741-5990

    Located atbullet200 W STATE HIGHWAY 6 SUITE 210WACOTX ZIP+4bullet76712
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding 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
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (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 termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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 instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    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 it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    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 year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(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 instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PATRICIA GOHLKE PRESIDENT
    0.50     		48,100 0 0
    205 HIGH BRIDGE RD
    CRAWFORD,TX76638
    WILLARD STILL ASST TREASURER
    0.50     		30,500 0 0
    427 WOODFALL DR
    WOODWAY,TX76712
    WESLEY AUSTIN TREASURER
    0.50     		30,500 0 0
    6208 N MONTICELLO DR
    CLEBURNE,TX76033
    LESA WILLIAMS SECRETARY
    0.50     		30,500 0 0
    1323 N YEGUA RIVER CIRCLE
    SUGARLAND,TX77478
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About 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".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment 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
    11,225,681
    b
    Average of monthly cash balances.......................
    1b
    658,248
    c
    Fair market value of all other assets (see instructions)................
    1c
    227,113
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,111,042
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,111,042
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    181,666
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,929,376
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    596,469
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    596,469
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,546
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    3,510
    c
    Add lines 2a and 2b............................
    2c
    7,056
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    589,413
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    589,413
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    589,413
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    399,992
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    399,992
    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 instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    399,992
    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.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 589,413
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 35,557
    e From 2019......  
    fTotal of lines 3a through e........ 35,557
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 399,992
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 399,992
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 35,557 35,557
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency 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 ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		153,864
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    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 qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PATRICIA GOHLKE
    200 W STATE HIGHWAY 6 SUITE 210
    WACO,TX76712
    (254) 741-5990
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER FROM THE REQUESTING ORGANIZATION STATING THE NEED, PLANNED USE AND AMOUNT OF FUNDS REQUIRED. THE ORGANIZATION SHOULD INCLUDE A COPY OF THEIR TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND A COPY OF THEIR MOST RECENT FINANCIAL STATEMENT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1) ORGANIZATION MUST BE TAX-EXEMPT UNDER CODE SEC 501(C)(3)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABBIGAYLE MARION
    900 JENNIFER COURT
    CLEBURNE,TX76033     		NONE I COLLEGE SCHOLARSHIP 5,500
    ALEXIA ROWE
    4500 STEINOR RANCH BLVD APT 1414
    AUSTIN,TX78732     		NONE I COLLEGE SCHOLARSHIP 2,000
    ALYSSA WALTERS
    12707 BOHEME DR 1306
    HOUSTON,TX77024     		NIECE OF BOARD MEMBER I COLLEGE SCHOLARSHIP 8,429
    AMANDA HILLIKER
    1409 PLEASEANT ST
    GATESVILLE,TX76528     		NONE I COLLEGE SCHOLARSHIP 4,000
    ASHLEY GLOVER
    1021 CROCKETT DR
    BURLESON,TX76028     		NONE I COLLEGE SCHOLARSHIP 4,000
    AVA MOORE
    5803 VALKEITH DR
    HOUSTON,TX77096     		NONE I COLLEGE SCHOLARSHIP 9,000
    BRE'ANNE GOLDING
    400 ELMWOOD RD
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 2,000
    BREANN LEIGHTON
    123 BOBS TRAIL
    BASTROP,TX78602     		NONE I COLLEGE SCHOLARSHIP 2,000
    BRITTNE THOMAS
    3249 CR 617
    VENUS,TX76084     		NONE I COLLEGE SCHOLARSHIP 2,500
    BRODY SCHMALRIEDE
    1775 PLAINVIEW RD
    MCGREGOR,TX76657     		NONE I COLLEGE SCHOLARSHIP 1,500
    CALVIN ATKINSON
    10005 LOST OAK RIDGE DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 3,000
    CHANDLER DODGE
    PO BOX 291
    RIESEL,TX76682     		NONE I COLLEGE SCHOLARSHIP 1,500
    CHARLES WILBANKS
    9300 CHEROKEE TRAIL
    RIO VISTA,TX76093     		NONE I COLLEGE SCHOLARSHIP 6,000
    CLAYTON WALTERS
    392 WALDO RD
    MCGREGOR,TX76657     		NONE I COLLEGE SCHOLARSHIP 3,000
    COLETON SAVERANCE
    3106 ALTA VISTA
    SAN ANGELO,TX76904     		NONE I COLLEGE SCHOLARSHIP 3,500
    ELISE GRAY
    5207 HOLLYTREE DR APT 1506
    TYLER,TX75703     		NONE I COLLEGE SCHOLARSHIP 1,500
    EMMA LUNDEN
    1005 EDGEMEER CT
    SOUTHLAKE,TX76092     		NONE I COLLEGE SCHOLARSHIP 3,000
    HALEY VAUGHAN
    780 DUSTY LANE
    MCGREGOR,TX76657     		NONE I COLLEGE SCHOLARSHIP 4,500
    HOGAN HALL
    650 DOE RUN RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,250
    JARED ROTHA
    1225 WEST 3RD AVE
    STILLWATER,OK74074     		NONE I COLLEGE SCHOLARSHIP 4,000
    JENNA MARTIN
    4004 MIDWAY RD
    CARROLLTON,TX75093     		NONE I COLLEGE SCHOLARSHIP 4,000
    JENNA ROMIG
    1002 SWEETBRIAR ROSE LN
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 2,000
    JOANI KOLSHEEN
    1051 HIGH BRIDGE RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 3,000
    JOSE SALAZAR
    1613 CORRIN AVE
    BLUE MOUND,TX76131     		NONE I COLLEGE SCHOLARSHIP 2,000
    JULIE GONZALEZ
    8120 SUNDALE CT
    FORT WORTH,TX76323     		NONE I COLLEGE SCHOLARSHIP 10,000
    JUSTIN FOWLER
    302 GLENVIEW CIRCLE
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,500
    KALIE COTTRELL
    207 GATEWOOD DR
    WHITEHOUSE,TX75791     		NONE I COLLEGE SCHOLARSHIP 1,000
    KAMRYN WINGNET
    250 SUNLAKE CT
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,000
    KEITH HANSON
    807 NORTH EVANSTON AVE STE A
    LUBBOCK,TX79416     		NONE I COLLEGE SCHOLARSHIP 10,000
    KELSEY DAVIS
    254 FREY ST
    STEPHENVILLE,TX76401     		NONE I COLLEGE SCHOLARSHIP 2,000
    KENDERICK GIPSON
    4216 SUMMIT CIRCLE
    AMARILLO,TX79109     		NONE I COLLEGE SCHOLARSHIP 4,000
    KINZE REICH
    12254 CEDAR ROCK PARKWAY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 5,000
    KINZE SMITH
    8633 W MIDDLE BOSQUE
    VALLEY MILLS,TX76689     		NONE I COLLEGE SCHOLARSHIP 2,000
    KOBY SMITH
    8633 W MIDDLE BOSQUE
    VALLEY MILLS,TX76689     		NONE I COLLEGE SCHOLARSHIP 2,000
    KOLTEN BENTON
    57 INDEPENDENCE TRL
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 2,500
    LANDRY BRUCE
    427 N AVE E
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    LAUREN SMITH
    418 CLUBHOUSE DRIVE
    CORSICANA,TX75109     		NONE I COLLEGE SCHOLARSHIP 2,000
    LAUREN WARD
    283 W 3RD ST
    CLEBURNE,TX76638     		NONE I COLLEGE SCHOLARSHIP 3,750
    LOGAN LACINA
    11786 CEDAR ROCK PARKWAY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    LUKE BROOKSHIRE
    13501 CEDAR ROCK PKY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    LUKE WESTERFIELD
    7890 PRAIRIE CHAPEL RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 3,000
    MACI WESTERFIELD
    896 JAMES FLYNN RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,500
    MARLON MELEAN
    2331 WOLF LN
    VALLEY MILLS,TX76689     		NONE I COLLEGE SCHOLARSHIP 1,500
    MEGHAN KEVIL
    PO BOX 305
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    MORGAN CLAXTON
    400 WINDING TRAIL
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 3,750
    PARKER NALL
    9924 TOWNRIDGE DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,750
    RAILEY RUMOHR
    9924 CR 1222
    RIO VISTA,TX76093     		NONE I COLLEGE SCHOLARSHIP 3,000
    ROWAN CAUGHEY
    7101 GROVER AVE UNIT A
    AUSTIN,TX78757     		NONE I COLLEGE SCHOLARSHIP 4,500
    SAM SCHMIDT
    7801 W HWY 67
    CLEBURNE,TX76033     		NONE I COLLEGE SCHOLARSHIP 2,000
    SAMUEL MARCEAR
    2614 HARMONY
    AMARILLO,TX79106     		NONE I COLLEGE SCHOLARSHIP 6,000
    TAYLAN COCHRAN
    960 OLD CRAWFORD RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,000
    TAYLOR LLOYD
    9412 SILVERTHORN
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 1,000
    TESS HASBROUCK
    500 OAK KNOB DR
    WIMBERLEY,TX78676     		NONE I COLLEGE SCHOLARSHIP 2,000
    UNIVERSITY OF TEXAS LSTAR
    301 UNIVERSITY BLVD
    GALVESTON,TX77555     		NONE I COLLEGE SCHOLARSHIP 10,000
    WHITNEY DEAN
    248 COMPTON RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    ADDISEN WEAVER
    6907 N LONE STAR PKWY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    ALEXANDER MILLER
    10 CHESTER ST
    ALLSTON,MA02134     		NONE I COLLEGE SCHOLARSHIP 4,000
    ALEXANDRA SCHMITZ
    110 POST OAK DRIVE
    KRUGERVILLE,TX76227     		NONE I COLLEGE SCHOLARSHIP 1,000
    ALEXIS BOWERS
    9621 VALLEY VIEW TRAIL
    RIO VISTA,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,500
    ALEXIS HARGROVE
    400 CR 3445
    CLIFTON,TX76634     		NONE I COLLEGE SCHOLARSHIP 2,500
    ANA BETH MADDOX
    1063 CHAPMAN RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,500
    ANNE WILLIAMS
    10480 CEDAR ROCK PKWY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 3,000
    ASHLEY SOTO
    9622 LASBURY DR
    HOUSTON,TX77083     		NONE I COLLEGE SCHOLARSHIP 1,500
    BENJAMIN TAYLOR
    10261 SALEM WAY
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 2,000
    BORDY SCHMALRIEDE
    1775 PLAINVIEW RD
    MCGREGOR,TX76657     		NONE I COLLEGE SCHOLARSHIP 2,000
    BRANDON FAULKNER
    924 WALNUT ST
    BURLESON,TX76028     		NONE I COLLEGE SCHOLARSHIP 2,500
    CADE BELL
    3410 BAYLOR CAMP RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,250
    CAITLYN KLENKE
    9036 S STATE HIGHWAY 174
    RIO VISTA,TX76093     		NONE I COLLEGE SCHOLARSHIP 1,000
    CAITLYN MCINTYRE
    31080 RETAMA RIDGE
    BULVERDE,TX78163     		NONE I COLLEGE SCHOLARSHIP 2,000
    CALEB PARKER
    12669 FM 1385
    PILOT POINT,TX76258     		NONE I COLLEGE SCHOLARSHIP 2,500
    CAROLYN REYNOLDS
    3420 RIVER OAKS DR
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,750
    CARSON BELL
    3410 BAYLOR CAMP RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,250
    CASSIDY ADAMICK
    420 W 6TH ST
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    CATHERINE DAVIS
    6717 HANOVER RD
    FORT WORTH,TX76116     		NONE I COLLEGE SCHOLARSHIP 1,000
    CECELIA VILLA
    500 DOE RUN
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    COURTNEY ALLEN
    231 MAYWOOD DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,000
    DAKOTA ANDERSON
    1785 OLE SCHOOL PKWY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,000
    DANE HUNT
    9015 KINGSWOOD PLACE
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,500
    DAWSON MANESS
    560 MEADOW LANE
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    DAXON HUNT
    9015 KINGSWOOD PLACE
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,500
    DELANEY WILLIAMS
    1701 MILL ST
    SAN MARCOS,TX78666     		NONE I COLLEGE SCHOLARSHIP 4,500
    DUFF HUNT
    9015 KINGSWOOD PLACE
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,500
    EMELINE CRUMLEY
    2961 VISTA VIEW LANE
    PROSPER,TX75078     		NONE I COLLEGE SCHOLARSHIP 500
    EMILY MORAN
    8336 S LEWIS AVE APT 540
    TULSA,OK74137     		NONE I COLLEGE SCHOLARSHIP 2,000
    ETHAN CAUGHEY
    3114 28TH ST
    LUBBOCK,TX79410     		NONE I COLLEGE SCHOLARSHIP 2,000
    HANNAH MORTON
    525 W 4TH ST
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    JACKSON JEFFREY
    10136 COUGAR RIDGE PKWY
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 750
    JEANETTE MEYER
    470 BUCK RUN
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,000
    JED WHITNEY
    455 COUNTY RD 3515
    VALLEY MILLS,TX76689     		NONE I COLLEGE SCHOLARSHIP 500
    JEREMY ROWE
    10417 CALAVERAS DR
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 1,500
    JOHN ALLINSON
    PO BOX 21834
    WACO,TX76702     		NONE I COLLEGE SCHOLARSHIP 2,000
    JOHN DUTSCHMANN
    4538 HIGH PRAIRIE RD
    VALLEY MILLS,TX76689     		NONE I COLLEGE SCHOLARSHIP 1,500
    KALEY JACKSON
    2100 EAGLE CREST
    LORENA,TX76655     		NONE I COLLEGE SCHOLARSHIP 2,500
    KAYLI GLICK
    6729 COSTA DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 2,000
    KAYNE FOLLENDER
    200 W KARELS DR
    ROBINSON,TX76706     		NONE I COLLEGE SCHOLARSHIP 2,000
    KEALEY WITT
    1282 PLEASANT RUN RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    KELSEY COMPTON
    PO BOX 58
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 2,000
    KYLA MACH
    15757 CEDAR ROCK PKWY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    KYLE COWARD
    3550 CR 108
    GATESVILLE,TX76528     		NONE I COLLEGE SCHOLARSHIP 1,000
    KYLIE FULP
    1206 N 63RD ST
    WACO,TX76710     		NONE I COLLEGE SCHOLARSHIP 1,000
    MAKENZIE DUNBAR
    1022 RATTLER HILL RD
    MCGREGOR,TX76657     		NONE I COLLEGE SCHOLARSHIP 1,000
    MARY SOUTH
    8003 SOUTH INTERSTATE 35
    AUSTIN,TX78744     		NONE I COLLEGE SCHOLARSHIP 2,000
    MATTHEW HALE
    10105 BARCELONA DR
    WACO,TX76708     		NONE I COLLEGE SCHOLARSHIP 2,000
    MEGHAN MCINTYRE
    31080 RETAMA RIDGE
    BULVERDE,TX78163     		NONE I COLLEGE SCHOLARSHIP 1,750
    MITCHELL SMITH
    5281 SHOSHONE DR
    FRISCO,TX75034     		NONE I COLLEGE SCHOLARSHIP 1,500
    NATALIA GARCIA
    1104 MESA VERDE DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,000
    NATHAN GALUPPO
    446 HCR 4350 SOUTH
    BYNUM,TX76631     		NONE I COLLEGE SCHOLARSHIP 6,000
    PAYTON MCCARROLL
    243 JACINTH LANE
    GRANBURY,TX76049     		NONE I COLLEGE SCHOLARSHIP 2,000
    PEYTON ELMORE
    585 8TH ST
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,000
    SARAH DEMMITT
    213 RANDY DR
    WACO,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,000
    SETH KOHLSCHEEN
    1051 HIGH BRIDE RD
    OGLESBY,TX76561     		NONE I COLLEGE SCHOLARSHIP 1,500
    SYDNEY FISK
    5502 CEDAR ROCK PKWY
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 1,000
    TATE ABEL
    1033 BOSQUE RIDGE RD
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    TY HILLIARD
    138 ASHLAND DR
    WOODWAY,TX76712     		NONE I COLLEGE SCHOLARSHIP 1,500
    TYLER JEAN
    1000 E LINGLEVILLE RD
    STEPHENVILLE,TX76401     		NONE I COLLEGE SCHOLARSHIP 2,000
    WESTON METAYER
    175 WINDING TRAIL
    CRAWFORD,TX76638     		NONE I COLLEGE SCHOLARSHIP 500
    WESTON SAVERANCE
    3106 ALTA VISTA LN
    SAN ANGELO,TX76904     		NONE I COLLEGE SCHOLARSHIP 1,750
    Total .................................bullet 3a 280,929
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4,232  
    4 Dividends and interest from securities....     14 181,007  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 522100 17,712      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 104,916  
    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).. 17,712 290,155 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    307,867
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity 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 providing funds for such purposes). (See
    instructions.)
    11A SCHOLARSHIP THAT WAS NOT USED BY RECIPIENT AND RETURNED TO THE FOUNDATION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,900 3,450   3,450

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN AMCAP A FMV 548,044 657,711
    AMERICAN NEW ECONOMY A FMV 499,196 630,888
    AMERICAN NEW WORLD A FMV 241,142 316,978
    AMERICAN WASH MUTUAL INV A FMV 545,984 604,844
    HARTFORD EQUITY INCOME A FMV 556,341 577,031
    HARTFORD TOTAL RETURN BOND A FMV 375,696 377,714
    HARTFORD SHORT DURATION A FMV 242,117 251,196
    HARTFORD WORLD BOND A FMV 163,692 164,756
    JH BLUE CHIP GRW A FMV 533,656 744,316
    JH BOND A FMV 705,294 766,411
    JH DISCIPLINED VALUE INTL A FMV 339,907 410,354
    JH SMALL CAP CORE A FMV 242,349 305,013
    JPMORGAN EMERGING MARKETS EQUITY A FMV 229,264 347,840
    JPMORGAN EQUITY INCOME A FMV 390,976 454,276
    JPMORGAN MID CAP GROWTH A FMV 317,628 432,011
    JPMORGAN SMALL CAP GROWTH A FMV 301,914 442,662
    LORD ABBETT BOND DEBENTURE A FMV 256,428 269,340
    LORD ABBETT CORE FIXED INC A FMV 403,113 430,947
    LORD ABBETT HIGH YIELD A FMV 522,470 521,691
    MFS CORE EQUITY A FMV 521,470 685,578
    MFS GROWTH A FMV 517,970 794,177
    MFS INTL DIVERSIFICATION A FMV 721,058 849,074
    PGIM GLOBAL TOTAL RETURN A FMV 113,874 122,710
    PGIM SHORT TERM CORP BOND A FMV 291,198 308,852
    PGIM TOTAL RETURN BOND A FMV 719,891 769,839

    TY 2020 LegalFeesSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 600 180   420


    TY 2020 OtherAssetsSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    AMERICAN NATIONAL BANCSHARES 218,018 224,161 236,208
    RECEIVABLE OF GRANT RECOVERY 430 636 636
    ACCRUED INCOME IN INVESTMENT ACCOUNT 8,419 10,386 10,386


    TY 2020 OtherExpensesSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 574 287   287
    INSURANCE 953 191   762
    TECHNOLOGY EXPENSES 76 38   38
    MOVING EXP 405 202   203
    POSTAGE 98 49   49
    TELEPHONE 550 275   275


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMERICAN NATIONAL BANCSHARES K-1 NET INCOME 17,712 0 17,712


    TY 2020 OtherIncreasesSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Description Amount
    BASIS ADJUSTMENT FOR SECURITIES SOLD 3,008


    TY 2020 SubstantialContributorsSch
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Name Address
    MN BOSTICK ESTATE 200 W STATE HIGHWAY 6 SUITE 210
    WACO,TX76712


    TY 2020 TaxesSchedule
    Name:
    THE BUDDY BOSTICK FOUNDATION
    EIN:
    81-0823336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 19,634 0   0
    FOREIGN TAX 953 953   0