2026-05-28T09:58:35-05:00 2025-08-31 750706311 Freemon Shapard & Story 807 8th Street 2nd Floor Wichita Falls TX 763013381 990 2024-09-01 751101337 Midwestern State University Foundation Inc MIDW 9403224436 807 8th Street 2nd Floor Wichita Falls TX 763013381 Kevin O'Connell Chairman/Trustee 9403224436 2026-05-05 1 1 Mac Cannedy P00123468 9403224436 2024 2025-03-06 01:10:19Z Kevin O'Connell C/O 807 8th Street 2nd Floor Wichita Falls TX 76301 29616165 0 X N/A X 1960 TX To receive contributions by means of donations, gifts, and bequests and to expend such funds for the advancement of the literary, scientific, and other educational endeavors of Midwestern State University, a tax exempt institution of higher learning. 17 17 0 0 0 0 919314 2953187 0 0 5192943 5654109 910 1119 6113167 8608415 2825207 3169358 0 0 0 0 0 0 0 768326 838957 3593533 4008315 2519634 4600100 79935439 85137475 0 0 79935439 85137475 To receive contributions by means of donations, gifts, and bequests and to expend such funds for the advancement of the literary, scientific, and other educational endeavors of Midwestern State University, a tax exempt institution of higher learning. 0 0 962914 962914 Awarding scholarships to qualified students on the basis of need and merit. 2206444 2206444 Funding of various special projects of the University. 3169358 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X Freemon Shapard & Story 9403224436 807 8th Street 2nd Floor Wichita Falls TX 76301 X Kevin O'Connell Chairman 2.00 X X 0 0 0 Anthony Inman Vice Chairman 1.00 X X 0 0 0 David Welch Treasurer 1.00 X X 0 0 0 Teresa Caves Secretary 1.00 X X 0 0 0 Selby Lilly Trustee 1.00 X 0 0 0 Darrell Coleman Trustee 1.00 X 0 0 0 Reno Gustafson Trustee 1.00 X 0 0 0 Mac Cannedy Jr Trustee 1.00 X 0 0 0 Erwin Davenport Trustee 1.00 X 0 0 0 Kay Yeager Trustee 1.00 X 0 0 0 Martha Fain Trustee 1.00 X 0 0 0 Butch Ford Trustee 1.00 X 0 0 0 Brian Hooker Trustee 1.00 X 0 0 0 Tyrone Moore Trustee 1.00 X 0 0 0 Tyler Sales Trustee 1.00 X 0 0 0 AR Dillard Trustee 1.00 X 0 0 0 Spike Thomas Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 American National Bank (CYE 123124) 2732 Midwestern Parkway Wichita Falls TX 76308 Investment Services 183721 Stifel (CYE 123124) 2525 Kell Blvd Wichita Falls TX 76308 Investment Services 153681 2 2953187 25016 2953187 2179772 2179772 1119 1119 24482087 21007750 3474337 3474337 3474337 8608415 3474337 0 2180891 3169358 3169358 1938 1938 119650 119650 361501 361501 3700 3700 113 113 MSU Admin Fees 309987 309987 Taxes Foreign 32348 32348 Adr Fees 7878 7878 Taxes Ad Valorem 1842 1842 4008315 3169358 838957 0 2286 -390 1890995 4466691 34725 17371 137833 141791 12885 16523 77783023 80387116 69749 105328 3943 3045 79935439 85137475 0 0 X 1765344 2055200 78170095 83082275 79935439 85137475 79935439 85137475 X 4600100 601934 2 X X 0 1 X 1 0 X 299283 982076 3686058 919314 2953187 8839918 299283 982076 3686058 919314 2953187 8839918 2824087 6015831 426179 1001898 1404155 1795076 2180891 6808199 15648117 0.38440 0.35940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78170095 2953187 5033828 3074835 83082275 70024872 919314 9959350 2733441 78170095 63344932 3686058 5291880 2297998 70024872 71518250 982076 -7902400 1252994 63344932 29807195 299283 3585860 1242505 32449833 0.04184 0.84975 0.10841 0 0 0 8808622 601934 -401726 200208 8608414 1 1 8608415 3606587 -401726 -401726 4008313 2 2 4008315 Part V, Line 4: Endowment funds will be held/used in accordance with individual fund donor agreements. Part XI, Line 2d - Other Adjustments: Investment fees and Foreign taxes deducted from related dividends -401,726. Part XI, Line 4b - Other Adjustments: Rounding 1. Part XII, Line 2d - Other Adjustments: Investment fees and Foreign taxes deducted from related dividends -401,726. Part XII, Line 4b - Other Adjustments: Rounding 2. 1 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 756001738 170(b)(1)(A)(vi) 962914 0 cash Funds to be expended on scholarships as designated in scholarship agreements. Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 756001738 170(b)(1)(A)(vi) 2206444 0 cash Funds to be expended on special projects of the University as designated in the fund agreements. Part I, Line 2: The Foundation Board monitors the use of grant funds by corresponding with appropriate coordinating personnel at Midwestern State University to ensure that all scholarships are being disbursed according to agreement guidelines. The Foundation receives an annual audit which also checks procedures and disbursements. X 1 25016 Fair Market Value 0 1 1 Part I, Line 32b: The Foundation uses Stifel, its brokerage firm, to process and sell non-cash contributions as needed to stay aligned with the current investment policy of the Foundation. Form 990, Part VI, Section B, line 11b A copy of the 990 is received and reviewed for accuracy and completeness by the Chairman and Board before filing. Form 990, Part VI, Section B, line 12c Interested persons annually review and sign the conflict of interest policy and statement. Form 990, Part VI, Section C, line 19 The organization makes information available to the public upon request. Form 990, Part XI, line 9: Rounding 2. Form 990, Part XII, Line 2c: No change from prior year. MSUFI Holdings LLC 3410 Taft Blvd Wichita Falls TX 76308 994807521 Transact business for which LLCs may be organized in Texas TX 0 105328 Filing organization