WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION: Form 990PF, tax year 2022
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- Organization
- WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION (EIN 20-4808454)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349104050
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:51:44-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750807999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPROLES WOODARD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 151 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204808454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE & JO ANN MOORE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 4326828695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 N MARIENFELD | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MOORE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4326828695 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA A BUCKNER | PreparerPersonNm |
| PTIN | P01201396 | PTIN |
| Phone | 4326827323 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,162,688 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,683 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,345,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,345,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,669,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,163,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,669,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,360,693 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,360,693 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,389,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,376,623 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $557,136 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $371,238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,898 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $54,066 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $35,143 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,923 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,404 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $756 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $281,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $98,483 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $317,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $228,673 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,072 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $84,163 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $84,163 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,615 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,208 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,407 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $664 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,541,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,144,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,794,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,794,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,335,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,144,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,112,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,053,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,231,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $298,588 | CashBOYAmt |
| Cash EOY | $180,382 | CashEOYAmt |
| Cash EOYFMV | $180,382 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,689 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,390 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,389 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,390 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,390 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $51,467,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,773,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,194,479 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $642,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $228,522 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $428,339 | LandBOYAmt |
| Land EOY | $413,514 | LandEOYAmt |
| Land EOYFMV | $394,028 | LandEOYFMVAmt |
| Other Assets BOY | $2,508,557 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,450,276 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,367,720 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,791,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,843,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,162,688 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,545 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $532 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $532 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,609,972 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,622,655 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,179,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,220,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,789,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,842,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,791,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,843,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,789,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,053,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,842,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,842,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ALPHAKEYS WP XI | P | $295 | $295 | $295 | |
| ALPHAKEYS WP XI | P | -$836 | -$836 | $836 | |
| ALPHAKEYS WP XI | P | $1,674 | $1,674 | $1,674 | |
| UBS LONG TERM GAIN | P | $1,872,925 | $379,358 | $379,358 | $1,493,567 |
| UBS LT CAPITAL GAIN DIVIDENDS | P | $1,277,965 | $1,277,965 | $1,277,965 | |
| ALPHAKEYS BRASIL INF FUND | P | $635 | $635 | $635 | |
| ALPHAKEYS BRASIL INF FUND | P | $10,285 | $10,285 | $10,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,669,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,194 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $91,194 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,372 | OverpaymentAmt |
| Applied To ES Tax | $32,372 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES MOORE | IndividualWithBooksNm |
| Phone | 4326828695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 N MARIENFELD | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES MOORE | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | EXEC. DIRECTOR/PRESIDENT | 40.00 | $257,278 | $15,409 | $0 |
| ANN MOORE JENSEN | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 10.00 | $34,000 | $0 | $0 |
| ELIZABETH JENSEN | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| DAUPHEN JACKSON | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| MARILYN JACKSON | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| KATHLEEN COTTER | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| TOM MOORE | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 20.00 | $73,135 | $0 | $0 |
| KAREN MOORE | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 26.00 | $110,279 | $14,467 | $0 |
| WILLIAM JENSEN | ||||||||
| 403 N MARIENFELD | MIDLAND | TX | 79701 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W WALL ST STE 220 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $281,380 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,842,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,979,550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,310,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,310,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,039,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,270,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,413,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,413,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,822 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,798 | IncomeTaxAmt |
| Total Tax | $62,620 | TotalTaxAmt |
| Distributable Before Adj | $3,350,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,350,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,350,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,112,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,112,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,350,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $672,023 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $308,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,112,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,112,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $238,210 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $238,210 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,516 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $742,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $433,813 | ExcessFromYear2Amt |
| Excess From Year1 | $308,703 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AFFECT CHANGE DBA CAREBOX | |||||||
| 5555 N LAMAR BLVD E 111 | AUSTIN | TX | 78751 | PC | OPERATING EXPENSES | $15,000 | |
| AGAPE COUNSELING SERVICES OF WEST TEXAS | |||||||
| 3500 N A ST | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $18,000 | |
| ALSTROM ANGELS CORPORATION | |||||||
| 5121 69TH STREET STE B1 | LUBBOCK | TX | 97424 | PC | OPERATING EXPENSE | $25,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 12345 N LAMAR BLVD STE 200 | AUSTIN | TX | 78753 | PC | OPERATING EXPENSES | $10,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 60310 | MIDLAND | TX | 79711 | PC | OPERATING EXPENSES | $10,000 | |
| APHASIA CENTER OF WEST TEXAS | |||||||
| 5214 THOMASON DR | MIDLAND | TX | 79703 | PC | OPERATING EXPENSES | $15,000 | |
| BASIN DREAM CENTER FOR ORPHANS | |||||||
| PO BOX 52473 | MIDLAND | TX | 79710 | PC | OPERATING EXPENSES | $50,000 | |
| BIG BROTHERS BIG SISTERS OF MIDLAND TX | |||||||
| 714 W LOUISIANA | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $15,000 | |
| BORDERLANDS RESEARCH FOUNDATION | |||||||
| PO BOX 794 | ALPINE | TX | 79831 | PC | OPERATING EXPENSES | $5,000 | |
| BOYS AND GIRLS CLUB OF MIDLAND | |||||||
| PO BOX 284 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $20,000 | |
| BRITE DIVINITY SCHOOL | |||||||
| TCU BOX 298130 | FORT WORTH | TX | 76129 | PC | OPERATING EXPENSES | $15,000 | |
| BROOKWOOD COMMUNITY | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | OPERATING EXPENSES | $105,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||
| 425 W PECAN AVE | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $30,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | PC | OPERATING EXPENSES | $15,000 | |
| BYNUM SCHOOL | |||||||
| PO BOX 80175 | MIDLAND | TX | 79708 | PC | OPERATING EXPENSES | $40,000 | |
| CAL FARLEY'S BOYS RANCH | |||||||
| PO BOX 1890 | AMARILLO | TX | 79174 | PC | OPERATING EXPENSES | $5,000 | |
| CAMP FIRE | |||||||
| 810 WEST WALL | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $30,000 | |
| CANDLELIGHT RANCH | |||||||
| PO BOX 26367 | AUSTIN | TX | 78755 | PC | OPERATING EXPENSES | $40,000 | |
| CANINES FOR SERVICE INC | |||||||
| 221-1 OLD DAIRY ROAD | WILMINGTON | NC | 28405 | PC | OPERATING EXPENSES | $15,000 | |
| CARLSBAD LIFEHOUSE INC | |||||||
| PO BOX 3141 | CARLSBAD | NM | 88221 | PC | OPERATING EXPENSES | $10,000 | |
| CARRIE TINGLEY HOSPITAL FOUNDATION | |||||||
| PO BOX 25424 | ALBUQUERQUE | NM | 87125 | PC | OPERATING EXPENSES | $25,000 | |
| CASA DE AMIGOS | |||||||
| 1101 EAST GARDEN LANE | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $25,000 | |
| CASA OF WEST TEXAS | |||||||
| 1611 W TEXAS AVE | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $20,000 | |
| CENTER FOR CHILDREN AND FAMILIES INC | |||||||
| 1004 N BIG SPRING ST STE 325 | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $15,000 | |
| CHILD LIFE DISASTER RELIEF | |||||||
| 911 WINGATE DR | BOONVILLE | MO | 65233 | PC | OPERATING EXPENSES | $10,000 | |
| COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN | |||||||
| PO BOX 10532 | MIDLAND | TX | 79711 | PC | OPERATING EXPENSES | $15,000 | |
| COMMUNITY CHILDREN'S CLINIC | |||||||
| PO BOX 3328 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $10,000 | |
| ECTOR COUNTY ISD EDUCATION FOUNDATION | |||||||
| PO BOX 951 | ODESSA | TX | 79760 | PC | OPERATING EXPENSES | $15,000 | |
| EL RENO PUBLIC SCHOOL FOUNDATION INC | |||||||
| PO BOX 356 | EL RENO | OK | 73036 | PC | OPERATING EXPENSESOPERATING EXPENSE | $5,000 | |
| FAMILY PROMISE OF MIDLAND | |||||||
| 3500 N A ST 1400 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $20,000 | |
| FAMILY PROMISE OF ODESSA | |||||||
| PO BOX 12781 | ODESSA | TX | 79768 | PC | OPERATING EXPENSES | $10,000 | |
| FRIENDS OF THE LIVING DESERT | |||||||
| PO BOX 100 | CARLSBAD | NM | 88220 | PC | OPERATING EXPENSE | $5,000 | |
| GLADNEY CENTER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | PC | OPERATING EXPENSE | $10,000 | |
| GOODNIGHT-LOVING TRAIL LLC | |||||||
| PO BOX 147 | IRAAN | TX | 79744 | PC | OPERATING EXPENSE | $2,500 | |
| GRAND COMPANIONS HUMANE SOCIETY | |||||||
| PO BOX 1156 | FT DAVIS | TX | 79734 | PC | OPERATING EXPENSES | $5,000 | |
| HARDIN-SIMMONS UNIVERSITY | |||||||
| BOX 16000 | ABILENE | TX | 79698 | PC | OPERATING EXPENSES | $25,000 | |
| HEROES AND HORSES | |||||||
| PO BOX 35 | MANHATTAN | MT | 59741 | PC | OPERATING EXPENSE | $20,000 | |
| HIGH SKY CHILDREN'S RANCH | |||||||
| 8701 W COUNTY ROAD 60 | MIDLAND | TX | 79707 | PC | OPERATING EXPENSES | $50,000 | |
| HIGH SKY WING | |||||||
| PO BOX 61064 | MIDLAND | TX | 79711 | PC | OPERATING EXPENSE | $5,000 | |
| HISPANIC CULTURE OF MIDLAND | |||||||
| PO BOX 51404 | MIDLAND | TX | 79710 | PC | OPERATING EXPENSE | $10,000 | |
| HONOR OUR TROOPS | |||||||
| 10 DESTA DR SUITE 120LL | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $20,000 | |
| HOSPICE OF MIDLAND | |||||||
| 901 W MISSOURI | MIDLAND | TX | 79701 | PC | OPERATING EXPENSE | $25,000 | |
| HOUSE OF ELI INC | |||||||
| 123 S RICKETTS ST | SHERMAN | TX | 75092 | PC | OPERATING EXPENSE | $15,000 | |
| I-20 WILDLIFE PRESERVE | |||||||
| PO BOX 2906 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $10,000 | |
| JONI AND FRIENDS | |||||||
| 30009 LADYFACE CT | AGOURA HILLS | CA | 91301 | PC | OPERATING EXPENSES | $15,000 | |
| JULIETTE FOWLER HOMES INC | |||||||
| 1234 ABRAMS RD | DALLAS | TX | 75214 | PC | OPERATING EXPENSE | $55,000 | |
| LEGACY FARMSTEAD INC | |||||||
| 27 NOLLKAMPER RD | BOERNE | TX | 78006 | PC | OPERATING EXPENSES | $15,000 | |
| LEVELLAND WALLACE THEATER | |||||||
| PO BOX 1398 | LEVELLAND | TX | 79336 | PC | OPERATING EXPENSES | $5,000 | |
| MAKE A WISH FOUNDATION WEST TEXAS | |||||||
| 407 N BIG SPRING | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $20,000 | |
| MANOR PARK INC | |||||||
| 2208 N LOOP 250W | MIDLAND | TX | 79707 | PC | OPERATING EXPENSES | $50,000 | |
| MARATHON PUBLIC LIBRARY | |||||||
| PO BOX 177 | MARATHON | TX | 79842 | PC | OPERATING EXPENSE | $10,000 | |
| MARFA EDUCATION FOUNDATION | |||||||
| PO BOX 660 | MARFA | TX | 79843 | PC | OPERATING EXPENSES | $12,000 | |
| MARFA PUBLIC RADIO | |||||||
| PO BOX 238 | MARFA | TX | 79843 | PC | OPERATING EXPENSES | $20,000 | |
| MEALS ON WHEELS OF LUBBOCK | |||||||
| 2304 34TH ST | LUBBOCK | TX | 79411 | PC | OPERATING EXPENSES | $25,000 | |
| MEDICAL CENTER HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 7335 | ODESSA | TX | 79760 | PC | OPERATING EXPENSE | $10,000 | |
| MIDLAND CHILDREN'S REHABILITATION CENTER | |||||||
| 802 VENTURA | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $25,000 | |
| MIDLAND COLLEGE FOUNDATION | |||||||
| 3600 N GARFIELD | MIDLAND | TX | 79705 | PC | SCHOLARSHIP FUND | $50,000 | |
| MIDLAND COLLEGE | |||||||
| 3600 N GARFIELD | MIDLAND | TX | 79705 | PC | EARLY COLLEGE HIGH SCHOOL PROGRAM | $20,000 | |
| MIDLAND COLLEGE | |||||||
| 3600 N GARFIELD | MIDLAND | TX | 79705 | PC | ENDOWED SCHOLARSHIP FUND | $5,000 | |
| MIDLAND COMMUNITY THEATRE INC | |||||||
| 200 W WADLEY | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $15,000 | |
| MIDLAND FESTIVAL BALLET | |||||||
| 3500 N A ST STE 2600 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $5,000 | |
| MIDLAND MEMORIAL FOUNDATION | |||||||
| 400 ROSALIND REDFERN GROVER PWY | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $5,000 | |
| MIDLAND NEED TO READ INC | |||||||
| 1709 W WALL ST | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $15,000 | |
| MIDLAND RAPE CRISIS & CHILDRENS ADVOCACY CENTER | |||||||
| PO BOX 10081 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $20,000 | |
| MISSION AGAPE | |||||||
| 2901 MARANATHA PLACE | MIDLAND | TX | 79707 | PC | OPERATING EXPENSES | $30,000 | |
| MISSION CENTER ADULT DAY SERVICES | |||||||
| 3500 N A ST SUITE 1300 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $25,000 | |
| MUSEUM OF THE SOUTHWEST | |||||||
| 1705 W MISSOURI AVE | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $10,000 | |
| NEW HORIZONS RANCH & CENTER | |||||||
| 294 MEDICAL DR | ABILENE | TX | 79601 | PC | OPERATING EXPENSES | $25,000 | |
| NONPROFIT MANAGEMENT CENTER | |||||||
| 3500 N A ST SUITE 2300 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $20,000 | |
| ODESSA ARTS | |||||||
| PO BOX 7195 | ODESSA | TX | 79761 | PC | OPERATING EXPENSE | $10,000 | |
| ODESSA COLLEGE FOUNDATION | |||||||
| 201 W UNIVERSITY | ODESSA | TX | 79764 | PC | OPERATING EXPENSES | $20,000 | |
| PARTNERSHIPS FOR CHILDREN | |||||||
| PO BOX 204444 | AUSTIN | TX | 78720 | PC | OPERATING EXPENSES | $50,000 | |
| PERMIAN BASIN AREA FOUNDATION | |||||||
| 3312 ANDREWS HWY | MIDLAND | TX | 79703 | PC | OPERATING EXPENSES | $10,000 | |
| PERMIAN BASIN PBS | |||||||
| 9600 WRIGHT DRIVE | MIDLAND | TX | 79701 | PC | OPERATING EXPENSES | $10,000 | |
| PERMIAN BASIN REHABILITATION CENTER | |||||||
| 620 N ALLEGHANEY AVE | ODESSA | TX | 79761 | PC | OPERATING EXPENSES | $20,000 | |
| PINK THE BASIN | |||||||
| PO BOX 7406 | ODESSA | TX | 79760 | PC | OPERATING EXPENSES | $15,000 | |
| PREVENT BLINDNESS TEXAS | |||||||
| 2202 WAUGH DRIVE | HOUSTON | TX | 77006 | PC | OPERATING EXPENSES | $5,000 | |
| REACH UNLIMITED INC | |||||||
| 11832 MUELLER CEMETERY RD 200 | CYPRESS | TX | 77429 | PC | OPERATING EXPENSES | $30,000 | |
| RECORDING LIBRARY OF WEST TEXAS | |||||||
| 3500 N A ST STE 2800 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $30,000 | |
| RODEO AUSTIN STAR OF TX FAIR AND RODEO | |||||||
| 9100 DECKER LAKE RD | AUSTIN | TX | 78724 | PC | OPERATING EXPENSES | $55,000 | |
| SAFE PLACE OF THE PERMIAN BASIN | |||||||
| PO BOX 11331 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $90,000 | |
| SAGE STUDIO & GALLERY | |||||||
| 916 SPRINGDALE RD BLDG S 103 | AUSTIN | TX | 78702 | PC | OPERATING EXPENSES | $5,000 | |
| SAMARITAN COUNSELING CENTER OF WEST TEXAS | |||||||
| PO BOX 60132 | MIDLAND | TX | 79711 | PC | OPERATING EXPENSES | $15,000 | |
| SAMMYS HOUSE | |||||||
| 2415 TWIN OAKS DR | AUSTIN | TX | 78757 | PC | OPERATING EXPENSES | $40,000 | |
| SAN ANGELO AREA FOUNDATION | |||||||
| 221 S IRVING ST | SAN ANGELO | TX | 76903 | PC | OPERATING EXPENSES | $5,000 | |
| SENIOR LIFE MIDLAND | |||||||
| PO BOX 80519 | MIDLAND | TX | 79708 | PC | OPERATING EXPENSES | $155,000 | |
| SHARE | |||||||
| 3500 N A ST SUITE 2200 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $60,000 | |
| SIBLEY ENVIRONMENTAL LEARNING CENTER | |||||||
| 1307 E WADLEY AVE | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $5,000 | |
| SONRISE TRAILS-SAN ANGELO TX | |||||||
| PO BOX 1093 | SAN ANGELO | TX | 76902 | PC | OPERATING EXPENSE | $25,000 | |
| SPECIAL OLYMPICS TEXAS PB AREA 18 | |||||||
| 7715 CHEVY CHASE DR 120 | AUSTIN | TX | 78752 | PC | OPERATING EXPENSES | $25,000 | |
| SPECTRUM OF SOLUTIONS | |||||||
| 2701 NORTH A STREET | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $70,000 | |
| SPRINGBOARD CENTER | |||||||
| 200 CORPORATE | MIDLAND | TX | 79705 | PC | OPERATING EXPENSE | $10,000 | |
| STARLIGNT THERAPUTIC RIDING CENTER | |||||||
| 6 DESTA DR STE 3000 | MIDLAND | TX | 79705 | PC | OPERATING EXPENSES | $20,000 | |
| STEPHENS COLLEGE | |||||||
| PO BOX 2006 | COLUMBIA | MO | 65215 | PC | OPERATING EXPENSES | $5,000 | |
| SUNSHINE HOUSE INC | |||||||
| 205 E SUL ROSS AVE | ALPINE | TX | 79830 | PC | OPERATING EXPENSES | $25,000 | |
| TARRANT COUNTY MEDICAL SOCIETY | |||||||
| 555 HEMHILL STREET | FORT WORTH | TX | 76104 | PC | OPERATING EXPENSES | $5,000 | |
| TEXAS CENTER FOR CHILD AND FAMILY STUDIES | |||||||
| 409 W 13TH | AUSTIN | TX | 78701 | PC | OPERATING EXPENSES | $15,000 | |
| TEXAS CHAPTER PARALYZED VETERANS | |||||||
| 2656 SOUTH LOOP WEST SUITE 130 | HOUSTON | TX | 77054 | PC | OPERATING EXPENSE | $25,000 | |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| PO BOX 297044 | FT WORTH | TX | 76129 | PC | OPERATING EXPENSES | $20,000 | |
| TEXAS PUBLIC RADIO | |||||||
| 321 W COMMERCE STREET | SAN ANTONIO | TX | 78205 | PC | OPERATING EXPENSES | $10,000 | . |
| TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION | |||||||
| 60 UNIVERSITY DR JCK 960 | SAN MARCOS | TX | 78666 | PC | OPERATING EXPENSES | $65,000 | |
| TEXAS TECH INSTITUTIONAL ADVANCEMENT | |||||||
| PO BOX 41081 | LUBBOCK | TX | 79409 | PC | OPERATING EXPENSES | $5,000 | |
| TEXAS TECH UNIVERSITY HEALTH SCIENCES | |||||||
| 800 W 4TH ST | ODESSA | TX | 79763 | PC | OPERATING EXPENSES | $10,000 | |
| THE ARC OF THE CAPITAL AREA | |||||||
| 4902 GROVER AVE | AUSTIN | TX | 78756 | PC | OPERATING EXPENSES | $50,000 | |
| THE PARAMOUNT ACADEMY FOR THE ARTS | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | PC | OPERATING EXPENSES | $10,000 | |
| THINK TOGETHER | |||||||
| 2101 EAST 4TH BLDG B 2ND | SANTA ANA | CA | 92705 | PC | OPERATING EXPENSES | $10,000 | |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | PC | OPERATING EXPENSES | $25,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| PO BOX 250 | AUSTIN | TX | 78767 | PC | OPERATING EXPENSES | $5,000 | |
| UNIVERSITY OF TEXAS PERMIAN BASIN | |||||||
| 4901 EAST UNIVERSITY | ODESSA | TX | 79762 | PC | OPERATING EXPENSES | $5,000 | |
| VITA LIVING | |||||||
| 3300 S GESSNER STE 150 | HOUSTON | TX | 77063 | PC | OPERATING EXPENSESOPERATING EXPENSE | $30,000 | |
| WARD COUNTY GREATER WORKS | |||||||
| 112 E SEALY | MONAHANS | TX | 79756 | PC | OPERATING EXPENSES | $25,000 | |
| WEST TEXAS A&M UNIVERSITY FOUNDATION | |||||||
| WTAMU BOX 60766 | CANYON | TX | 79016 | PC | OPERATING EXPENSE | $5,000 | |
| WEST TEXAS FOOD BANK | |||||||
| PO BOX 4242 | ODESSA | TX | 79760 | PC | OPERATING EXPENSES | $230,000 | |
| WEST TEXAS JAZZ SOCIETY | |||||||
| PO BOX 10832 | MIDLAND | TX | 79702 | PC | OPERATING EXPENSES | $3,000 | |
| WILL ROGERS MEMORIAL FOUNDATION | |||||||
| PO BOX 2606 | CLAREMORE | OK | 74018 | PC | OPERATING EXPENSE | $7,000 | |
| WONDERS & WORRIES INC | |||||||
| 9101 BURNET RD STE 205 | AUSTIN | TX | 78758 | PC | OPERATING EXPENSES | $25,000 | |
| YMCA OF GREATER WILLIAMSON COUNTY | |||||||
| 1812 N MAYS STREET | ROUND ROCK | TX | 78664 | PC | OPERATING EXPENSE | $20,000 | |
| YMCA OF ODESSA | |||||||
| 3001 E UNIVERSITY BLVD | ODESSA | TX | 79762 | PC | OPERATING EXPENSES | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,794,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,385 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,345,169 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,360,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,669,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,376,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,376,623 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF LEE WAYNE MOORE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 N MARIENFELD ST | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,683 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2008-01-31 | $1,013 | $506 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2008-05-14 | $1,110 | $555 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2008-05-14 | $2,147 | $1,073 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE BUILDING | 2009-06-30 | $60,000 | $19,289 | SL | 39.000000000000 | $1,538 | $0 |
| FURNITURE AND EQUIPMENT | 2010-07-01 | $942 | $942 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE AND EQUIPMENT | 2012-03-01 | $31,741 | $15,870 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE BUILDING | 2012-03-01 | $517,547 | $129,936 | SL | 39.000000000000 | $13,270 | $0 |
| FURNITURE AND EQUIPMENT | 2012-07-01 | $16,951 | $8,475 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE AND EQUIPMENT | 2015-08-12 | $776 | $371 | 200DB | 7.000000000000 | $17 | $0 |
| COMPUTER | 2015-01-21 | $3,902 | $1,951 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER - PRINTER | 2008-09-20 | $369 | $369 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-12-03 | $5,538 | 200DB | 5.000000000000 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS EQUITY FUNDS | AT COST | $23,944,919 | $27,012,496 |
| UBS BOND FUNDS | AT COST | $9,513,318 | $8,486,402 |
| UBS OTHER INVESTMENT FUNDS | AT COST | $18,021,142 | $19,189,943 |
| UBS PARTNERSHIP INVESTMENT | AT COST | $1,255,476 | $1,467,354 |
| CULBERSON RANCH PARTNERSHIP | AT COST | $38,284 | $38,284 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,013 | $1,013 | $0 |
| COMPUTER | $1,110 | $1,110 | $0 |
| COMPUTER | $2,147 | $2,147 | $0 |
| OFFICE BUILDING | $60,000 | $20,827 | $39,173 |
| FURNITURE AND EQUIPMENT | $942 | $942 | $0 |
| FURNITURE AND EQUIPMENT | $31,741 | $31,741 | $0 |
| OFFICE BUILDING | $517,547 | $143,206 | $374,341 |
| FURNITURE AND EQUIPMENT | $16,951 | $16,951 | $0 |
| FURNITURE AND EQUIPMENT | $776 | $776 | $0 |
| COMPUTER | $3,902 | $3,902 | $0 |
| COMPUTER - PRINTER | $369 | $369 | $0 |
| COMPUTER | $5,538 | $5,538 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,160 | LegalFeesAmt |
| Net Investment Income | $1,404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $756 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL & GAS ROYALTY PROPERTIES | $6,089,695 | $6,089,695 | $9,357,000 |
| ACCUMULATED DEPLETION | -$3,596,288 | -$3,665,289 | $0 |
| ORGANIZATION COSTS | $15,150 | $15,150 | $0 |
| OIL A/R PURCHASER CLEARING | $0 | $10,720 | $10,720 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $600 | $600 | $0 |
| INSURANCE | $10,441 | $9,777 | $664 |
| OFFICE SUPPLIES | $9,428 | $9,428 | $0 |
| REPAIRS & MAINTENANCE | $17,970 | $17,970 | $0 |
| SOFTWARE AND COMPUTER EXP | $18,952 | $18,952 | $0 |
| DATA PROCESSING | $16,492 | $16,492 | $0 |
| OTHER OIL & GAS ROYALTY EXP | $132,335 | $132,335 | $0 |
| ALPHA KEYS WP XI PORTFOLIO EXPENSE | $3,432 | $3,432 | $0 |
| CARLYLE CARDINAL IRELAND DOLLAR EXPENSE | $1,472 | $1,472 | $0 |
| ALPHA KEYS BRASIL PARTNERSHIP EXPENSE | $6,464 | $6,464 | $0 |
| INVESTMENT INTEREST EXPENSE | $489 | $489 | $0 |
| UTILITIES | $10,602 | $10,602 | $0 |
| TELEPHONE | $5,041 | $5,041 | $0 |
| BANK FEES | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL AND GAS ROYALTIES | $2,339,261 | $2,339,261 | $2,339,261 |
| OIL LEASE BONUS INCOME | $250 | $250 | $250 |
| MISC. INVESTMENT INCOME | $4,254 | $4,254 | $4,254 |
| ALPHA KEYS BRASIL FUND | -$54 | -$54 | -$54 |
| ALPHA KEYS WP XI | $10,985 | $10,985 | $10,985 |
| ALPHA KEYS WP XI | $134 | $134 | $134 |
| CULBERSON COUNTY RANCH CO | $5,863 | $5,863 | $5,863 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITES | Desc |
| BOY Book Value | $1,545 | BOYBookValueAmt |
| EOY Book Value | $532 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $281,380 | $182,897 | $98,483 |
| $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF L WAYNE MOORE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 N MARIENFELD | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79701 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $78,426 | $0 | $0 |
| AD VALOREM TAX | $38,837 | $38,837 | $0 |
| ROYALTY PRODUCTION TAX | $132,934 | $132,934 | $0 |
| STATE INCOME TAXES | $24,175 | $24,175 | $0 |
| PAYROLL TAXES | $28,776 | $18,704 | $10,072 |
| FOREIGN TAX ON DIVIDENDS | $14,023 | $14,023 | $0 |
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