2025-11-03T13:59:29-05:00 2024-12-31 465745166 JONATHAN W WHITE CPA PLLC 3005 SENNA DR MATTHEWS NC 281056727 990PF 2024-01-01 871308053 WENTZ FAMILY FOUNDATION WENT 8065776933 2 S LAKESHORE DR RANSOM CANYON TX 79366 LISA WENTZ SEC/TREAS 8065776933 2025-10-27 true false JONATHAN W WHITE P01469177 7042881731 2025-10-27 2024 2025-03-06 01:10:19Z X 932345 X 311815 52 52 34612 34612 -27101 944309 94056 319378 128720 7300 3531 3531 1000 945 17 12793 3531 0 343200 343200 355993 3531 343200 -36615 125189 55571 43109 43109 8966 9754 9754 95129 95129 220924 217684 217684 630740 566669 566669 916201 932345 932345 0 X 916201 932345 916201 932345 916201 932345 916201 -36615 52759 932345 932345 120 SHS NVIDIA CORP D 2024-04-10 2024-04-12 105966 18847 87119 87119 672.01 SHS DOUBLELINE CORE FIXED INC P 2024-01-23 6216 6173 43 43 50 SHS MARSH & MC LENNAN CO INC D 2024-04-10 2024-04-12 9896 4872 5024 5024 863 SHS ISHARES CORE MCSI TOTAL INST P 2024-01-23 54550 55708 -1158 -1158 55 SHS VALERO ENERGY GROUP D 2024-04-10 2024-04-12 9568 4309 5259 5259 296.615 SHS SCHWAB S&P 500 INDEX P 2022-02-24 2024-10-21 26900 19508 7392 7392 38 SHS COSTCO WHSL CORP NEW D 2024-04-10 2024-04-12 27826 11628 16198 16198 592.739 SHS DODGE & COX INCOME P 2024-10-21 7500 7388 112 112 120 SHS AMAZON.COM INC D 2024-04-10 2024-04-12 22287 11003 11284 11284 1359.565 SHS VANGUARD INTERM.-TERM B P 2024-10-21 11859 11736 123 123 13168.554 SHS METROPOLITAN WEST TOTA P 2024-01-23 118902 124022 -5120 -5120 76 SHS VANGUARD EMERGING MARKET P 2024-04-12 2024-10-21 3606 3160 446 446 591.791 SHS METROPOLITAN WEST TOTAL P 2024-01-23 5343 5327 16 16 72 SHS VANGUARD EUROPE PAC ETF P 2024-04-12 2024-10-21 3687 3496 191 191 7862.516 SHS BAIRD CORE PLUS BOND IN P 2024-01-23 79012 87324 -8312 -8312 1276.018 SHS DOUBLELINE TOTAL RETURN P 2024-10-21 11270 11240 30 30 4496.46 SHS BAIRD CORE PLUS BOND INS P 2024-01-23 45186 45534 -348 -348 1285.33 SHS BLACKROCK STRATEGIC INCO P 2022-02-24 2024-10-21 12275 12727 -452 -452 7170.404 SHS BLACKROCK STRATEGIC INC P 2024-01-23 67043 71002 -3959 -3959 62.314 SHS BLACKROCK STRATEGIC INCOM P 2024-10-21 595 598 -3 -3 47.778 SHS BLACKROCK STRATEGIC INCOM P 2024-01-23 447 451 -4 -4 335.639 SHS GUGGENHEIM TOTAL RETURN P 2024-10-21 8005 7912 93 93 11425.087 SHS WESTERN ASSET CORE BON P 2024-01-23 120992 134828 -13836 -13836 358.568 SHS VANGUARD LONG-TERM TREAS P 2024-10-21 7000 7103 -103 -103 431.485 SHS WESTERN ASSET CORE BOND P 2024-01-23 4569 4542 27 27 501.001 SHS VANGUARD INTMDT-TERM TRS P 2024-10-21 10000 9973 27 27 1182.016 SHS ARTIAN MID CAP ADVISOR P 2024-01-23 42625 39049 3576 3576 12864.798 SHS DOUBLELINE CORE FIXED P 2024-01-23 118990 130793 -11803 -11803 94056 650 1740 1740 1740 1900 1900 160 160 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 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 54 S LAKESHORE DR RANSOM CANYON TX 79366 DIRECTOR 0.20 0 0 0 PARKER WENTZ 4427 88TH ST LUBBOCK TX 79424 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 889263 158318 0 1047581 1047581 15714 1031867 51593 51593 1740 1740 49853 49853 49853 343200 343200 49853 1182769 321786 394165 1898720 343200 49853 293347 2192067 0 2192067 1182769 321786 394165 293347 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. ARTISTS FOR COMMUNITY TRANSFORM BUILDERS OF ISRAEL PO BOX 1966 BRENTWOOD TN 37024 PC MISSIONARY SPONSORSHIP 22400 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 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 NC CHRISTIAN MISSIONARY SUPPORT 5000 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 2400 CALLED TO COMPETE DBA KINGDOMSPORTS 16329 JOSEPHINE STREET OMAHA NE 68136 PC CHRISTIAN SPORTS MINISTRY 1500 LUBBOCK IMPACT 2707 34TH STREET LUBBOCK TX 79410 PC CHRISTIAN MINISTRY 20000 LUBBOCK CHRISTIAN UNIVERSITY 5601 WEST 19TH STREET LUBBOCK TX 79407 PC STUDENT ATHLETICS 180 MISSING MOMS 3508 86TH STREET LUBBOCK TX 79423 PC EVENT SPONSORSHIP 500 OPEN DOOR BAPTIST CHURCH 970 N MAIN ST GREENSBURG PA 15601 NC CHURCH MINISTRY 2500 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 15000 GHB3 3913 114TH ST STE 6 LUBBOCK TX 79423 NC CHRISTIAN MINISTRY 5000 SEED PLANTING TEAM 7830 EAST CAMELBACK ROAD SUITE 711 SCOTTSDALE AZ 85251 PC CHRISTIAN EVANGELISM 5000 TOP OF THE HILL GIRSL SECONDARY SCHOOL C/O BAKER BOTTS LLP 910 LOUISIANA HOUSTON TX 77012 PC START DENTAL CLINIC 10000 TRINITY CHRISTIAN SCHOOL FOUNDATION 6701 UNIVERSITY AVENUE LUBBOCK TX 79413 PC TUITION AND BASKETBALL CAMP 60200 TURNING POINT COMMUNITY CHURCH 11202 QUAKER AVE LUBBOCK TX 79424 PC CHRISTIAN MINISTRY 120000 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 343200 14 52 14 34612 18 -27101 7563 7563 false false false false false false false false false false X X 1 WENTZ FAMILY LTD 4013 84TH STREET LUBBOCK TX 79423 171815 X 2 LISA M WENTZ DDS PA 4013 84TH STREET LUBBOCK TX 79423 120000 X 3 HHMR LLC 4013 84TH STREET LUBBOCK TX 79423 20000 X 1 120 SHS NVIDIA CORP 102666 2024-04-10 1 50 SHS MARSH & MCLENNAN CO INC 10126 2024-04-10 1 55 SHS VALERO ENERGY GROUP 9661 2024-04-10 1 38 SHS COSTCO WHSL CORP NEW 27226 2024-04-10 1 120 SHS AMAZON.COM INC 22136 2024-04-10 ACCOUNTING 7300 BAIRD CORE PLUS BONDS INS DOUBLELINE CORE FIXED IN METROPOLITAN WEST TOTAL WESTERN ASSET CORE BOND BLACKROCK STRATEGIC INCO 60590 60590 DODGE & COX 66737 66737 DOUBLELINE TOTAL RETURN 100855 100855 GUGGENHEIM TOTAL RETURN 67518 67518 JPMORGAN CORE PLUS BOND 58228 58228 PIMCO INCOME INSTL 73395 73395 VANGUARD INTERM-TERM INV 100653 100653 VANGUARD SHORT-TERM CORP 38693 38693 ISHARES CORE MSCI TOTL ARTISAN MID CAP ADVISOR ARTISAN INTERNATIONAL SM 5634 5634 BLACKROCK EMERGING MKTS 6783 6783 CAUSEWAY INTERNATIONAL V 5915 5915 GMO SMALL CAP QUALITY 5454 5454 GOLDMAN SACHS GQG PTNRS 5702 5702 JHANCOCK DISCIPLINED VAL 10598 10598 PRINCIPAL MIDCAP INSTITU 8777 8777 SCHWAB S&P 500 INDEX 126535 126535 THRIVENT SMALL CAP STOCK 4195 4195 WILLIAM BLAIR INTERNATIO 5565 5565 VANGUARD FTSE DEVELOPED 24819 24819 VANGUARD FTSE EMERGING 7707 7707 95129 95129 EXPENSES SUPPLIES 17 UNREALIZED GAINS 52759 INVESTMENT FEES 3531 3531 EXCISE TAXES 990-PF 1000