2025-02-16T12:03:13-06:00 2024-03-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2023-04-01 742783048 WF ASSETS INC WFAS 2547543404 1224 AUSTIN AVE 100 WACO TX 76701 ASHLEY ALLISON PRESIDENT 2547543404 2025-02-12 1 1 NANCY A LIVINGSTON P00044678 2547764190 2025-02-12 2023 2025-03-06 01:10:19Z ASHLEY ALLISON 944019 0 X X 1995 TX WF ASSETS, INC. PROVIDES FINANCIAL SUPPORT FOR WACO FOUNDATION, A 501(C)(3) PUBLIC CHARITY. 12 12 0 12 0 0 0 700000 0 0 -519973 5958 55408 16977 -464565 722935 2705856 0 0 0 0 0 0 0 0 60287 16764 2766143 16764 -3230708 706171 126067 3893903 0 3074948 126067 818955 WF ASSETS, INC PROVIDES FINANCIAL SUPPORT FOR WACO FOUNDATION, A 501(C)(3) PUBLIC CHARITY. 0 0 0 0 SUPPORT FOR WACO FOUNDATION: ALL GRANTS FROM WF ASSETS, INC. ARE USED TO SUPPORT THE CHARITABLE PURPOSES AND MISSION OF WACO FOUNDATION. 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASHLEY ALLISON 2547543404 1224 AUSTIN AVE 100 WACO TX 76701 MALCOLM DUNCAN JR TRUSTEE 0.10 2.50 X 0 0 0 SHERMAN AYRES CHAIR 0.10 2.50 X X 0 0 0 CHRIS MCSWAIN VICE CHAIR 0.10 2.50 X X 0 0 0 SOO BATTLE SECRETARY/TREASURER 0.10 2.50 X X 0 0 0 MIKE BIDWELL TRUSTEE 0.10 2.50 X 0 0 0 MONTE HULSE TRUSTEE 0.10 2.50 X 0 0 0 KRISTEN MYNAR TRUSTEE 0.10 2.50 X 0 0 0 MIKE RAYMOND TRUSTEE 0.10 2.50 X 0 0 0 MELLI WICKLIFF TRUSTEE 0.10 2.50 X 0 0 0 AARON ZIMMERMAN TRUSTEE 0.10 2.50 X 0 0 0 DILLON MEEK TRUSTEE 0.10 2.50 X 0 0 0 CHARLES WILLIAMS TRUSTEE 0.10 2.50 X 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 0.10 39.90 X 213250 213250 56467 VALERIE HOLLAND DIRECTOR OF FINANCE (APR - AUG) 0.25 37.25 X 56243 67838 1447 ISABEL WEEDEN CFO/COO (JAN- MAR) 0.25 37.25 X 0 0 0 269493 281088 57914 1 0 1 0 0 700000 700000 5958 5958 15730 15730 222331 221084 1247 1247 1247 722935 0 0 22935 1073 1073 FEES CHARGED BY SUPPORT 15546 15546 SALES TAX 145 145 16764 0 16764 0 1 57152 80435 3815838 59110 0 3756728 5133 5133 63782 51606 126067 3893903 0 3074948 0 3074948 X 126067 818955 0 0 0 0 126067 818955 126067 3893903 706171 -13283 0 X 0 1 X 1 0 X X 1 WACO FOUNDATION 746054628 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 273769 273769 3542069 59110 3482959 3756728 SECURITY DEPOSITS PAYABLE 11100 LOAN FROM WACO FOUUNDATION, THE ORGANIZATION WF ASSETS SUPPORTS 3063848 3074948 X PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATIONS BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2024. X X X 0 0 0 0 0 0 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 213250 213250 0 0 0 0 0 21700 28957 5810 242207 240760 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE EMAILS TO THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD IS GIVEN TIME TO REVIEW THE FORM 990 AND ASK QUESTIONS ABOUT ITS CONTENTS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST. OUR MOST RECENTLY FILED FORM 990 IS AVAILABLE ON CANDID, ON PROPUBLICA AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. SOLDIERS OF THE WOODEN CROSS LLC 859 BLUE CUT ROAD N MCGREGOR TX 76657 464136309 SALE OF BOOK ABOUT BAYLOR VETERANS TX WF ASSETS INC WF REALTY ASSETS I LLC 1224 AUSTIN AVE STE 100 WACO TX 76701 455473050 HOLDS REAL ESTATE TX WF ASSETS INC WF REALTY ASSETS II LLC 1224 AUSTIN AVE STE 100 WACO TX 76701 823665790 HOLDS REAL ESTATE TX WF ASSETS INC WF REALTY ASSETS III LLC 1224 AUSTIN AVE STE 100 WACO TX 76701 825509140 HOLDS REAL ESTATE AND MINERAL INTERESTS TX WF ASSETS INC WACO FOUNDATION 1224 AUSTIN AVE STE 100 WACO TX 76701 746054628 COMMUNITY FOUNDATION TX 501(C)(3) LINE 8 0 0 1 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 WACO FOUNDATION B 500000 CASH TRANSFERRED WACO FOUNDATION M 15546 ADMINISTRATION FEES CHARGED WACO FOUNDATION E 3100000 LOAN AGRREMENT WACO FOUNDATION J 98327 LEASE AGREEMENT