2024-06-04T11:12:17-04:00 2023-12-31 465745166 JONATHAN W WHITE CPA PLLC 3005 SENNA DR MATTHEWS NC 281056727 990PF 2023-01-01 871308053 WENTZ FAMILY FOUNDATION WENT 8065776933 2 S LAKESHORE DR RANSOM CANYON TX 79366 LISA WENTZ SEC/TREAS 8065776933 2024-05-31 true LISA WENTZ XXX-XX-XXXX false JONATHAN W WHITE P01469177 7042881731 2024-05-31 2023 2023-04-26 12:10:37Z X 916201 X 597270 77 77 30378 30378 -5522 463985 106542 622203 136997 3500 3712 3712 102 5506 6500 256 19576 3712 0 441720 441720 461296 3712 441720 160907 133285 245155 55571 55571 3381 8966 8966 123922 220924 220924 386666 630740 630740 759124 916201 916201 50000 50000 0 X 709124 916201 709124 916201 759124 916201 709124 160907 46170 916201 916201 293 SHS CHEVRONTEXACO D 2023-01-18 2023-01-20 52915 21120 31795 31795 318.283 SHS ARTISAN MID CAP ADVISOR P 2022-02-24 2023-11-10 10000 12023 -2023 -2023 208 SHS MARSH & MC LENNAN CO D 2023-01-18 2023-01-20 35980 18738 17242 17242 1041.623 SHS BAIRD CORE PLUS BOND IN P 2023-01-23 2023-11-10 10000 10577 -577 -577 115 SHS YUM BRANDS D 2023-01-18 2023-01-20 14574 10160 4414 4414 1794.04 SHS BLACKROCK STRATEGIC INCO P 2023-01-20 2023-11-10 16254 16793 -539 -539 86 SHS BECTON DICKINSON D 2023-01-18 2023-01-20 21751 20554 1197 1197 773.81 SHS WESTERN ASSET CORE BOND I P 2023-01-20 2023-11-10 7800 8505 -705 -705 139 SHS VALERO ENERGY GROUP D 2023-01-18 2023-01-20 19781 10890 8891 8891 1253.281 SHS DOUBLELINE CORE FIXED I P 2023-01-20 2023-11-10 11069 11898 -829 -829 155 SHS DIEGO PLC NEW ADR D 2023-01-18 2023-01-20 28713 19596 9117 9117 1161.253 SHS METROPOLITAN WEST TOTAL P 2023-01-20 2023-11-10 10000 10861 -861 -861 338 SHS NEXTERA ENERGY INC D 2023-01-18 2023-01-20 27636 17580 10056 10056 291.241 SHS SCHWAB S&P 500 INDEX P 2022-02-24 2023-11-10 19950 19155 795 795 35 SHS COSTCO WHSL CORP D 2023-01-18 2023-01-20 16772 10710 6062 6062 342 SHS MERCK & CO D 2023-01-18 2023-01-20 37568 25661 11907 11907 26 SHS AIR PROD & CHEMICALS INC D 2023-01-18 2023-01-20 7898 5832 2066 2066 15 SHS BLACKROCK INC D 2023-01-18 2023-01-20 11120 8533 2587 2587 78 SHS STRYKER CORP D 2023-01-18 2023-01-20 19961 15958 4003 4003 64 SHS AMERN TOWER CORP CLASS A D 2023-01-18 2023-01-20 14120 15078 -958 -958 2010.367 SHS T ROWE PRICE CAP APPR F D 2023-01-18 2023-01-20 61819 58349 3470 3470 134.893 SHS SCHWAB S&P 500 INDEX P 2022-02-24 2023-02-23 8304 8872 -568 -568 106542 -4079 1853 1853 1853 2800 2800 X 47 900 900 false false false false false false false true true TX true false false false false true N/A LISA WENTZ 9157592412 2 S LAKESHORE DR RANSOM CANYON TX 79366 false false true false false false false false false false false false false false false false false false false false false C EDWIN WENTZ 2 S LAKESHORE DR RANSOM CANYON TX 79366 PRESIDENT 0.50 0 0 0 LISA WENTZ 2 S LAKESHORE DR RANSOM CANYON TX 79366 SEC/TREAS 1.00 0 0 0 GARRETT WENTZ 4002 97TH ST LUBBOCK TX 79423 DIRECTOR 0.20 0 0 0 PARKER WENTZ 3510 83RD DRIVE LUBBOCK TX 79423 DIRECTOR 0.20 0 0 0 TUCKER WENTZ 6305 NASHVILLE LUBBOCK TX 79413 DIRECTOR 0.20 0 0 0 BREKLYN WENTZ BUCHANAN 7212 95TH STREET LUBBOCK TX 79424 DIRECTOR 0.20 0 0 0 NONE NONE N/A 866388 136824 0 1003212 1003212 15048 988164 49408 49408 1853 1853 47555 47555 47555 441720 441720 47555 1182769 321786 1504555 441720 47555 394165 1898720 0 1898720 1182769 321786 394165 ED LISA WENTZ WENTZ FAMILY FNDN BOARD 2 S LAKESHORE DR RANSOM CANYON TX 793662412 9157592412 THE GRANT APPLICATION AND INSTRUCTIONS ARE ATTACHED. NONE AT THIS TIME GRANTS TO ORGANIZATIONS WENTZ FAMILY FOUNDATION MAKES GRANTS ONLY TO ORGANIZATIONS WHICH ARE EXEMPT UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE, OR WHICH HAVE FOREIGN CHARITABLE EQUIVALENCY STATUS. GRANTS TO INDIVIDUALS WENTZ FAMILY FOUNDATION (THE "FOUNDATION") ANTICIPATES THAT IT MAY FROM TIME TO TIME MAKE GRANTS TO INDIVIDUALS IN THE FORM OF SCHOLARSHIPS OR SPECIAL OBJECTIVE GRANTS TO ASSIST GRANTEES IN FURTHERING THEIR RELIGIOUS EDUCATION. BEYOND PO BOX 831539 RICHARDSON TX 75083 PC CHRISTIAN MISSIONARIES 100 CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 32862 PC COLLEGE OUTREACH 600 CHOSEN PEOPLE MINISTRIES 241 EAST 51ST STREET NEW YORK NY 10022 PC CHRISTIAN EVANGELISM 2400 CORRIE TEN BOOM FELLOWSHIP INC DBA JERUSALEM PRAYER TEAM PO BOX 30246 PHOENIX AZ 85046 PC SUPPORT PRAYER TEAMS 1200 FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 PC CHRISTIAN MINISTRY 1200 FRIENDS OF ISRAEL GOSPEL MINISTRY PO BOX 908 BELLMAWR NJ 08099 PC CHRISTIAN EVANGELISM 27400 MESSIAH FOR ISRAEL PO BOX 1668 WOODSTOCK GA 30188 PC CHRISTIAN MINISTRY 1200 PARKRIDGE 5203 79TH STREET STE B LUBBOCK TX 79424 PC CLINIC SUPPORT AND CHARITY EVENT 49500 PHYSICIANS AIDING PHYSICIANS ABROAD 1602 AVENUE Q LUBBOCK TX 79401 PC INTERNATIONAL MEDICAL CARE 10000 PIONEERS 10123 WILLIAM CAREY DR ORLANDO FL 32832 PC MISSIONARY SPONSORSHIP 10000 TRINITY CHRISTIAN SCHOOL FOUNDATION 6701 UNIVERSITY AVENUE LUBBOCK TX 79413 PC TUITION AND BASKETBALL CAMP 11200 TURNING POINT COMMUNITY CHURCH 11202 QUAKER AVE LUBBOCK TX 79424 PC CHRISTIAN MINISTRY 171100 TURNING POINT FOR GOD PO BOX 3838 SAN DIEGO CA 92163 PC CHRISTIAN MINISTRY 64500 UNPACK MINISTRIES 2707 34TH STREET LUBBOCK TX 79410 PC CHRISTIAN MINISTRY 17000 WYCLIFFE ASSOCIATES 11450 TRANSLATION WAY ORLANDO FL 32862 PC BIBLE TRANSLATION 1200 WYCLIFFE BIBLE TRANSLATORS PO BOX 628200 ORLANDO FL 32862 PC BIBLE TRANSLATION 720 YOUNG LIFE 420 N CASCADE AVENUE COLORADO SPRINGS CO 80903 PC CHRISTIAN MINSTRY AND MISSIONARIES 6700 ARTISTS FOR COMMUNITY TRANSFORM PO BOX 1966 BRENTWOOD TN 37024 PC MISSIONARY SPONSORSHIP 25600 JOHN MACARTHUR CHARITABLE TRUST 21726 PLACERITA CANYON RD BOX 49 SANTA CLARITA CA 91321 PC CHRISTIAN MINISTRY 10000 KINGDOM PREP ACADEMY 6110 CHICAGO AVE LUBBOCK TX 79424 PC SCHOOL PROGRAMS 2500 LUBBOCK IMPACT 2707 34TH ST LUBBOCK TX 79410 PC CHRISTIAN MINISTRY 15000 SAFE HAVEN BABY BOXES P O BOX 185 WOODBURN IN 46797 PC PLACING BABY BOXES 2500 URBAN ALTERNATIVE P O BOX 4000 DALLAS TX 75208 PC CHRISTION MINSTRY 100 MISSION GENERATION P O BOX 720746 NORMAN OK 73070 PC SCHOOL CHAPLAINS 10000 441720 14 77 14 30378 18 -5522 24933 24933 false false false false false false false false false false X X 1 WENTZ PARKING 2 S LAKESHORE DR RANSOM CANYON TX 79366 100000 X 2 WENTZ FAMILY LTD 4013 84TH STREET LUBBOCK TX 79423 497270 X X 2 293 SHS CHEVRONTEXACO 52641 2023-01-18 2 338 SHS NEXTERA ENERGY INC 28691 2023-01-18 2 64 SHS AMERN TOWER CORP CLASS A 14616 2023-01-18 2 208 SHS MARSH & MC LENNAN CO 35449 2023-01-18 2 35 SHS COSTCO WHSL CORP 16928 2023-01-18 2 2010.367 SHS T ROWE PRICE CAP AP 61417 2023-01-18 2 115 SHS YUM BRANDS 14936 2023-01-18 2 342 SHS MERCK & CO 37394 2023-01-18 2 86 SHS BECTON DICKINSON 21884 2023-01-18 2 26 SHS AIR PROD & CHEMICALS INC 7934 2023-01-18 2 139 SHS VALERO ENERGY GROUP 19119 2023-01-18 2 15 SHS BLACKROCK INC 11321 2023-01-18 2 155 SHS DIEGO PLC NEW ADR 28699 2023-01-18 2 78 SHS STRYKER CORP 19795 2023-01-18 ACCOUNTING 3500 BAIRD CORE PLUS BONDS INS 125691 125691 BLACKROCK STRATEGIC INCO 124361 124361 DOUBLELINE CORE FIXED IN 126298 126298 METROPOLITAN WEST TOTAL 126458 126458 WESTERN ASSET CORE BOND 127932 127932 ISHARES CORE MSCI TOTL 56035 56035 ARTISAN MID CAP ADVISOR 41950 41950 SCHWAB S&P 500 INDEX 122939 122939 ED LISA WENTZ 50000 2022-12 2023-01 NONE GRANT FUNDING NONE EXPENSES PENALTIES 256 UNREALIZED GAINS 46170 INVESTMENT FEES 3712 3712 EXCISE TAXES 990-PF 5506