BETA

ARDON AND IRIS MOORE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ARDON AND IRIS MOORE FOUNDATION (EIN 20-8090599)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349100916
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T11:47:38-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN833169185PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRAHAM & JONES PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12800 S HULEN STREET SUITE 102AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208090599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARDON & IRIS MOORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARDOBusinessNameControlTxt
Phone8173382026PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET SUITE 3200AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARDON MOOREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8173382023PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE SQUIRESPreparerPersonNm
PTINP01063988PTIN
Phone8178641100PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,406,615FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$487,747ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$127,575InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$127,575InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$393,047DividendsRevAndExpnssAmt
Dividends Net Invst Incm$393,047DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,906GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,906CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,259OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,259OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,017,534TotalRevAndExpnssAmt
Total Net Invst Incm$529,787TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$26,076TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$184OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$184OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$184TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$568,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$568,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$603,460TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$184TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$568,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$414,074ExcessRevenueOverExpensesAmt
Net Investment Income$529,603NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,531,480SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,159,249SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,159,249SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$974,746USGovernmentObligationsBOYAmt
US Government Obligations EOY$477,275USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$491,015USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$2,843,873CorporateBondsBOYAmt
Corporate Bonds EOY$7,010,816CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,614,641CorporateBondsEOYFMVAmt
Other Investments BOY$1,337,718OtherInvestmentsBOYAmt
Other Investments EOY$3,085,444OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,141,710OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,687,817TotalAssetsBOYAmt
Total Assets EOY$11,732,784TotalAssetsEOYAmt
Total Assets EOYFMV$15,406,615TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$11,687,817NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,731,784NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$11,687,817TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,731,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,687,817TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,732,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,687,817TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$414,074ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,101,891SubtotalAmt
Other Decreases$370,107OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,731,784TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCH - CAP GAIN DISTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-03-12AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$4,906GrossSalesPriceAmt
Gain Or Loss$4,906GainOrLossAmt
Gains Minus Excess Or Losses$4,906GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,906CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,361InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,361SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,361TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Es Penalty$381EsPenaltyAmt
Overpayment$258OverpaymentAmt
Applied To ES Tax$258AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDREA WESTBROOKIndividualWithBooksNm
Phone8173382026PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET SUITE 3200AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARDON MOORE
201 MAIN STREET SUITE 3200FORT WORTHTX76102PRESIDENT/TREASURER0.00$0$0$0
ARDON TUCKER MOORE
201 MAIN STREET SUITE 3200FORT WORTHTX76102DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,110,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,145,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,256,463TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,256,463AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$213,847CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,042,616NetVlNoncharitableAssetsAmt
Minimum Investment Return$702,131MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$702,131MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,361TaxBasedOnInvestmentIncomeAmt
Total Tax$7,361TotalTaxAmt
Distributable Before Adj$694,770DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$694,770DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$694,770DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$568,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$568,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$694,770DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$47,579ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$47,579TotalExcessDistributionCyovAmt
Qualifying Distributions$568,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$568,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$47,579ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$47,579ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$78,641UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARDON MOOREContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEUKEMIA & LYMPHOMA SOCIETY
300 SUMMIT AVEFORT WORTHTX76102NONEPCGENERAL PURPOSES$250
FORT WORTH GARDEN CLUB
3220 BOTANIC GARDEN BLVDFORT WORTHTX76107NONEPCBLOOMING BEDS$550
UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 EAST DEAN KEETON STAUSTINTX78705NONEPCIN MEMORY OF ANITA WALLS (MOTHER OF ROB WALLS)$1,000
FRIENDS OF THE CHILDREN - AUSTIN
1023 SPRINGDALE RD 13CAUSTINTX78721NONEPCGENERAL PURPOSES$250
UT FOUNDATION
9011 MOUNTAIN RIDGE DR SUITE 150AUSTINTX78759NONEPCANNUAL CONTRIBUTION - CHANCELLOR'S COUNCIL EXEC COMMITTEE$2,000
SACRED HEART CATHOLIC CHURCH
109 NORTH FRAZIER STREETCONROETX77301NONEPCGENERAL PURPOSES$1,000
BELLOSGUARDO FOUNDATION INC
1407 EAST CABRILLO BOULEVARDSANTA BARBARACA93108NONEPCGENERAL PURPOSES$10,000
TEXAS WILDLIFE ASSOCIATION FOUNDATION
6644 FM1102NEW BRAUNFELSTX78132NONEPCTWAF - JAMES GREEN INITIATIVE$1,000
TOURETTE ASSOCIATION OF AMERICA INC
42-40 BELL BOULEVARD SUITE 507BAYSIDENY11361NONEPCGENERAL PURPOSES$1,000
BRIDGES TO LIFE
P O BOX 570895HOUSTONTX77257NONEPCGENERAL PURPOSES$1,000
ALL SAINTS FUND
PO BOX 100609FORT WORTHTX76185NONEPCGENERAL PURPOSES$5,000
TARRANT AREA FOOD BANK
2600 CULLEN STFORT WORTHTX76107NONEPCGENERAL PURPOSES$1,000
EXCHANGE CLUB - GOODFELLOW FUND
THE GOODFELLOW FUND PO BOX 149FORT WORTHTX76101NONEPC2023 CHARITABLE CONTRIBUTION TO GOODFELLOWS VIA EXCHANGE CLUB$2,500
STANFORD UNIVERSITY - GSB
450 JANE STANFORD WAYSTANFORDCA94305NONEPC2023 LEADERSHIP CIRCLE CONTRIBUTION$10,000
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107NONEPCGENERAL PURPOSES$5,000
SOUTHWESTERN DIABETIC FOUNDATION INC
10687 FM678WHITESBOROTX76273NONEPCCAMP SWEENEY$1,000
SCHWAB DAF
211 MAIN STREETSAN FRANCISCOCA94105NONEPCGENERAL PURPOSES$451,000
COOKS CHILDREN HOSTPITAL
801 7TH AVEFORT WORTHTX76104NONEPCGENERAL PURPOSES$50,000
ONE SAFE PLACE
1100 HEMPHILL STFORT WORTHTX76104NONEPCCONTRIBUTION TO THE SAFE CITY PARTY BENEFITING ONE SAFE PLACE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$568,550TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,575ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$393,047ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business211100BusinessCd
Unrelated Business Taxbl Incm$4,259UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,259UnrelatedBusinessTaxblIncmAmt
Exclusion$525,528ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$529,787TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOORE MANAGEMENT TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET SUITE 3200AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$487,747TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,020 SHARES OF EOG RESOURCES, INC. (XYNS: EOG)NoncashPropertyDesc
Fair Market Value$487,747FairMarketValueAmt
Received2023-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$7,010,816EOYBookValueAmt
EOYFMV$9,614,641EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$477,275USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$491,015USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACK STONE MINERALS, LPFMV$48,057$53,881
OTHER INVESTMENTSAT COST$3,037,387$4,087,829

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NET ASSET ADJUSTMENT$368,400
NON DEDUCTIBLE TAX ADJUSTMENTS$1,707

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$184RevenueAndExpensesPerBooksAmt
Net Investment Income$184NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBLACK STONE MINERALS K-1Desc
Revenue And Expenses Per Books$4,259RevenueAndExpensesPerBooksAmt
Net Investment Income$4,259NetInvestmentIncomeAmt
Adjusted Net Income$4,259AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECKSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$26,076Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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