2026-06-01T14:13:27-04:00 2025-12-31 465745166 JONATHAN W WHITE CPA PLLC 3005 SENNA DR MATTHEWS NC 281056727 990PF 2025-01-01 871308053 WENTZ FAMILY FOUNDATION WENT 8065776933 2 S LAKESHORE DR RANSOM CANYON TX 79366 LISA WENTZ SEC/TREAS 8065776933 2026-05-07 true JONATHAN W WHITE P01469177 7042881731 2026-05-07 2025 2025-03-06 01:10:19Z X 461199 X 42550 4 4 24365 24365 39522 532912 39522 106441 63891 3950 2279 2279 1830 1500 8 9567 2279 0 573210 573210 582777 2279 573210 -476336 61612 43109 35159 35159 9754 5639 5639 95129 46493 46493 217684 106691 106691 566669 267217 267217 932345 461199 461199 0 X 932345 461199 932345 461199 932345 461199 932345 -476336 5190 461199 461199 175.676 SHS ARTISAN INTERNATIONAL SM P 2024-01-30 2025-10-14 3500 3087 413 413 552.914 SHS DODGE & COX INCOME P 2024-01-23 2025-09-15 7200 6891 309 309 239.953 SHS GUGGENHEIM TOTAL RETURN P 2024-01-23 2025-06-09 5646 5641 5 5 79.438 SHS PIMCO INCOME INSTL P 2025-06-09 842 847 -5 -5 1172.131 SHS VANGUARD INTERM.-TERM B P 2025-01-16 10000 10102 -102 -102 306.535 SHS VANGUARD LONG-TERM TREAS P 2024-01-23 2025-09-15 5804 5963 -159 -159 128.829 SHS BLACKROCK EMERGING MKTS P 2024-01-30 2025-03-14 3170 2991 179 179 881.762 SHS DODGE & COX INCOME P 2024-01-23 2025-10-14 11400 10989 411 411 29.915 SHS GUGGENHEIM TOTAL RETURN B P 2025-02-28 2025-06-09 704 710 -6 -6 659.049 SHS PIMCO INCOME INSTL P 2024-01-23 2025-09-15 7200 6948 252 252 1384.051 SHS VANGUARD INTERM.-TERM B P 2024-01-30 2025-03-14 11949 11918 31 31 5 SHS VANGUARD LONG-TERM TREASURY ID P 2025-03-31 2025-09-15 96 97 -1 -1 1.199 SHS BLACKROCK EMERGING MKTS IN P 2024-07-18 2025-03-14 30 30 1181.797 SHS DOUBLELINE TOTAL RETURN P 2025-01-16 10248 10391 -143 -143 291.941 SHS GUGGENHEIM TOTAL RETURN P 2024-01-23 2025-09-15 7100 6864 236 236 1024.68 SHS PIMCO INCOME INSTL P 2024-01-23 2025-10-14 11200 10802 398 398 42.569 SHS VANGUARD INTERM.-TERM BON P 2025-02-28 2025-03-14 368 371 -3 -3 294.33 SHS VANGUARD LONG-TERM TREASU P 2024-01-23 2025-10-14 5700 5821 -121 -121 153.901 SHS BLACKROCK EMERGING MKTS P 2024-01-30 2025-05-21 3863 3574 289 289 1456.207 SHS DOUBLELINE TOTAL RETURN P 2024-01-30 2025-03-14 12834 12802 32 32 464.829 SHS GUGGENHEIM TOTAL RETURN P 2024-01-23 2025-10-14 11300 10928 372 372 75.188 SHS PRINCIPAL MIDCAP INSTITUT P 2024-01-30 2025-09-15 3600 2953 647 647 1073.516 SHS VANGUARD INTERM.-TERM B P 2024-01-30 2025-06-09 9277 9244 33 33 592.575 SHS VANGUARD SHORT TERM CORP P 2025-01-16 12600 12483 117 117 3.994 SHS BLACKROCK EMERGING MKTS IN P 2024-12-10 2025-05-21 100 97 3 3 40.392 SHS DOUBLELINE TOTAL RETURN B P 2025-02-28 2025-03-14 356 358 -2 -2 217.841 SHS JHANCOCK DISCIPLINED VAL P 2024-04-12 2025-03-14 5680 6213 -533 -533 75.71 SHS PRINCIPAL MIDCAP INSTITUTI P 2024-01-30 2025-10-14 3535 2974 561 561 118.507 SHS VANGUARD INTERM.-TERM BO P 2025-06-09 1024 1030 -6 -6 224.67 SHS VANGUARD SHORT TERM CORP P 2024-01-23 2025-06-09 4803 4729 74 74 772.542 SHS BLACKROCK STRATEGIC INCO P 2025-03-14 7355 7353 2 2 878.941 SHS DOUBLELINE TOTAL RETURN P 2024-01-30 2025-06-09 7656 7727 -71 -71 678.323 SHS JPMORGAN CORE PLUS BD I P 2025-03-14 4883 4865 18 18 5.678 SHS PRINCIPAL MIDCAP INSTITUTI P 2024-12-12 2025-10-14 265 267 -2 -2 1235.818 SHS VANGUARD INTERM.-TERM B P 2024-01-30 2025-09-15 11100 10642 458 458 17.627 SHS VANGUARD SHORT TERM CORP P 2025-06-09 377 378 -1 -1 74.517 SHS BLACKROCK STRATEGIC INCOM P 2025-03-14 709 712 -3 -3 161.197 SHS DOUBLELINE TOTAL RETURN P 2025-06-09 1404 1417 -13 -13 196.85 SHS JPMORGAN CORE PLUS BD I P 2025-03-14 1417 1432 -15 -15 168.46 SHS SCHWAB S&P 500 INDEX P 2025-01-16 15360 11196 4164 4164 1896.321 SHS VANGUARD INTERM.-TERM B P 2024-01-30 2025-10-14 17000 16329 671 671 271.475 SHS VANGUARD SHORT TERM CORP P 2024-01-23 2025-10-14 5900 5714 186 186 759.75 SHS BLACKROCK STRATEGIC INCOM P 2025-06-09 7286 7117 169 169 1159.243 SHS DOUBLELINE TOTAL RETURN P 2024-01-30 2025-09-15 10400 10191 209 209 743.311 SHS JPMORGAN CORE PLUS BD I P 2024-01-23 2025-06-09 5291 5330 -39 -39 16.559 SHS SCHWAB S&P 500 INDEX P 2024-12-13 2025-01-16 1510 1537 -27 -27 636.622 SHS VANGUARD INTMDT-TERM TRS P 2024-01-23 2025-03-14 12659 12658 1 1 155.575 SHS WILLIAM BLAIR INTERNATIO P 2024-01-30 2025-09-15 3600 3072 528 528 661.914 SHS BLACKROCK STRATEGIC INCO P 2025-09-15 6500 6200 300 300 1903.226 SHS DOUBLELINE TOTAL RETURN P 2024-01-30 2025-10-14 17100 16731 369 369 127.657 SHS JPMORGAN CORE PLUS BD I P 2025-06-09 909 914 -5 -5 297.455 SHS SCHWAB S&P 500 INDEX P 2022-02-24 2025-06-09 27580 19564 8016 8016 9.609 SHS VANGUARD INTMDT-TERM TRS I P 2025-02-28 2025-03-14 191 192 -1 -1 1142.857 SHS BLACKROCK STRATEGIC INC P 2023-01-20 2025-10-14 11200 10697 503 503 155.778 SHS GMO SMALL CAP QUALITY I P 2025-09-15 3608 3648 -40 -40 949.865 SHS JPMORGAN CORE PLUS BD I P 2024-01-23 2025-09-15 7000 6812 188 188 720.141 SHS SCHWAB S&P 500 INDEX P 2025-09-15 12300 7528 4772 4772 288.843 SHS VANGUARD INTMDT-TERM TRS P 2024-01-23 2025-06-09 5728 5743 -15 -15 151.744 SHS CAUSEWAY INTERNATIONAL P 2024-01-30 2025-09-15 3600 2932 668 668 12.611 SHS GMO SMALL CAP QUALITY I P 2025-09-15 292 320 -28 -28 1534.6 SHS JPMORGAN CORE PLUS BD I P 2024-01-23 2025-10-14 11300 11005 295 295 1298.777 SHS SCHWAB S&P 500 INDEX P 2023-01-20 2025-10-14 22300 13170 9130 9130 35.93 SHS VANGUARD INTMDT-TERM TRS I P 2025-06-09 712 718 -6 -6 501.616 SHS DODGE & COX INCOME P 2024-01-23 2025-01-16 6200 6251 -51 -51 153.779 SHS GOLDMAN SACHS GQG PTNRS P 2024-01-30 2025-10-14 3500 3162 338 338 1261.349 SHS PIMCO INCOME INSTL P 2025-01-16 13272 13323 -51 -51 70 SHS VANGUARD EMERGING MARKET P 2025-09-15 3768 2804 964 964 319.588 SHS VANGUARD INTMDT-TERM TRS P 2024-01-23 2025-09-15 6500 6355 145 145 680.632 SHS DODGE & COX INCOME P 2024-01-23 2025-03-14 8600 8482 118 118 426.985 SHS GUGGENHEIM TOTAL RETURN P 2025-01-16 10000 10046 -46 -46 770.259 SHS PIMCO INCOME INSTL P 2024-01-23 2025-03-14 8240 8120 120 120 56 SHS VANGUARD EMERGING MARKET P 2024-01-30 2025-10-14 3011 2229 782 782 559.863 SHS VANGUARD INTMDT-TERM TRS P 2024-01-23 2025-10-14 11400 11132 268 268 494.812 SHS DODGE & COX INCOME P 2024-01-23 2025-06-09 5627 5605 22 22 222.672 SHS GUGGENHEIM TOTAL RETURN P 2024-01-23 2025-03-14 5288 5235 53 53 29.461 SHS PIMCO INCOME INSTL P 2025-02-28 2025-03-14 315 316 -1 -1 188 SHS VANGUARD EUROPE PAC ETF P 2024-01-30 2025-03-14 9803 8958 845 845 251.902 SHS VANGUARD LONG-TERM TREAS P 2024-01-23 2025-03-14 4822 4982 -160 -160 45.043 SHS DODGE & COX INCOME P 2025-03-26 2025-06-09 563 564 -1 -1 8.907 SHS GUGGENHEIM TOTAL RETURN BO P 2025-02-28 2025-03-14 212 214 -2 -2 532.249 SHS PIMCO INCOME INSTL P 2024-01-23 2025-06-09 5638 5611 27 27 156 SHS VANGUARD EUROPE PAC ETF P 2024-04-02 2025-06-09 8810 7575 1235 1235 23.906 SHS VANGUARD LONG-TERM TREASU P 2025-03-14 458 467 -9 -9 39522 -627 856 856 856 2000 2000 X 10 1134 1134 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 000.00 0 0 0 LISA WENTZ 2 S LAKESHORE DR RANSOM CANYON TX 79366 SEC/TREAS 000.00 0 0 0 GARRETT WENTZ 54 S LAKESHORE DR RANSOM CANYON TX 79366 DIRECTOR 000.00 0 0 0 PARKER WENTZ 4427 88TH ST LUBBOCK TX 79424 DIRECTOR 000.00 0 0 0 TUCKER WENTZ 6305 NASHVILLE LUBBOCK TX 79413 DIRECTOR 000.00 0 0 0 BREKLYN WENTZ BUCHANAN 7212 95TH STREET LUBBOCK TX 79424 DIRECTOR 000.00 0 0 0 NONE NONE N/A 648177 113878 0 762055 762055 11431 750624 37531 37531 856 856 36675 36675 36675 573210 573210 36675 1182769 321786 394165 293347 2192067 573210 36675 536535 2728602 0 2728602 1182769 321786 394165 293347 536535 ED LISA WENTZ WENTZ FAMILY FNDN BOARD 2 S LAKESHORE DR RANSOM CANYON TX 793662412 9157592412 SUBMIT TO THE BOARD 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. ALLIANCE CHURCH 5825 34TH ST LUBBOCK TX 79407 PC CHRISTIAN MISSIONS 500 ARTISTS FOR COMMUNITY TRANSFORM BUILDERS OF ISRAEL PO BOX 1966 BRENTWOOD TN 37024 PC MISSIONARY SPONSORSHIP 12400 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 FAMILY PROMISE OF LUBBOCK PO BOX 1258 LUBBOCK TX 79408 PC MINISTER TO THE HOMELESS 250 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 17400 GHB3 BOOM MINISTRIES 4414 82ND ST LUBBOCK TX 79424 PC CHRISTIAN MINISTRY 1000 HERITAGE HOUSE INC 3302 67TH ST LUBBOCK TX 79413 PC HOLIDAY EVENT 1000 LUBBOCK IMPACT 2707 34TH STREET LUBBOCK TX 79410 PC CHRISTIAN MINISTRY 5000 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 PIONEERS 10123 WILLIAM CAREY DR ORLANDO FL 32832 PC MISSIONARY SPONSORSHIP 25000 REDEEMER CHURCH OF LUBBOCK 6520 UNIVERSITY AVE STE 9 LUBBOCK TX 79413 PC MISSION TRIPS 4840 TRINITY CHRISTIAN SCHOOL FOUNDATION 6701 UNIVERSITY AVENUE LUBBOCK TX 79413 PC TUITION AND BASKETBALL CAMP 59000 TURNING POINT COMMUNITY CHURCH 11202 QUAKER AVE LUBBOCK TX 79424 PC CHRISTIAN MINISTRY 370000 UNITED STATES HOLOCAUST MUSUEM 100 RAOUL WALLENBERG WASHINGTON DC 20024 NC HOLOCAUST EDUCATION 100 UNPACK MINISTRIES 2707 34TH STREET LUBBOCK TX 79410 PC CHRISTIAN MINISTRY 8500 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 5200 573210 14 4 14 24365 18 39522 63891 63891 false false false false false false false false false false X X 1 ED LISA WENTZ 2 S LAKESHORE DR RANSOM CANYON TX 79366 42550 X ACCOUNTING 3950 BLACKROCK STRATEGIC INCO 31602 31602 DODGE & COX 31163 31163 DOUBLELINE TOTAL RETURN 46749 46749 GUGGENHEIM TOTAL RETURN 31235 31235 JPMORGAN CORE PLUS BOND 31242 31242 PIMCO INCOME INSTL 31843 31843 VANGUARD INTERM-TERM INV 46871 46871 VANGUARD SHORT-TERM CORP 16512 16512 ARTISAN INTERNATIONAL SM 3056 3056 BLACKROCK EMERGING MKTS CAUSEWAY INTERNATIONAL V 4308 4308 FIDELITY EMERGING MARKET 2433 2433 GMO SMALL CAP QUALITY 1414 1414 GOLDMAN SACHS GQG PTNRS 3255 3255 GQG PARTNERS EMERGING MA 2125 2125 JHANCOCK DISCIPLINED VAL 5260 5260 PRINCIPAL MIDCAP INSTITU 1826 1826 SCHWAB S&P 500 INDEX 62015 62015 THRIVENT SMALL CAP STOCK 4293 4293 WILLIAM BLAIR INTERNATIO 3140 3140 VANGUARD FTSE DEVELOPED 10932 10932 VANGUARD FTSE EMERGING 2634 2634 46493 46493 EXPENSES UNDERPAYMENT 10 ROUNDING -2 UNREALIZED GAINS 5190 INVESTMENT FEES 2279 2279 EXCISE TAXES 990-PF 1830