BETA

STUBBEMAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STUBBEMAN FAMILY FOUNDATION (EIN 68-0587962)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202231329349103048
Schema version
2021v4.2
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)
Return2022-05-12T14:50:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751056027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDLEY AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2993AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP796042993ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680587962EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUBBEMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUBBusinessNameControlTxt
Phone3256277000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 701AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN STUBBEMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3256277000PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastSTUBBEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAYE DAVIS CPAPreparerPersonNm
PTINP00277460PTIN
Phone3256776251PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$291,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$8,732GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$14,111CostOfGoodsSoldAmt
Gross Profit Rev And Expnss-$5,379GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$72,365OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$72,365OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$66,994TotalRevAndExpnssAmt
Total Net Invst Incm$72,373TotalNetInvstIncmAmt
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$3,416AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,439TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,028TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$12,164DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$7,841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,641OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,860TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,669TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,566ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,566ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,669TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,566TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,432ExcessRevenueOverExpensesAmt
Net Investment Income$61,704NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,103SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,835SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,835SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,998LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,998LandBldgEquipAccumDeprecAmt
Other Assets BOY$210,936OtherAssetsBOYAmt
Other Assets EOY$210,936OtherAssetsEOYAmt
Other Assets EOYFMV$274,429OtherAssetsEOYFMVAmt
Total Assets BOY$223,039TotalAssetsBOYAmt
Total Assets EOY$227,771TotalAssetsEOYAmt
Total Assets EOYFMV$291,264TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$223,039NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$227,771NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$223,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$227,771TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$223,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$227,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$223,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,432ExcessRevenueOverExpensesAmt
Other Increases$12,164OtherIncreasesAmt
Subtotal$227,771SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$227,771TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$858InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$858SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$858TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$338TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 BooksFIRST FINANCIAL TRUST ASSET MGMTIndividualWithBooksNm
Phone3256277000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 701AddressLine1Txt
CityABILENECityNm
State AbbreviationTXStateAbbreviationCd
ZIP79604ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN STUBBEMAN MARCUS
PO BOX 701ABILENETX79601PRESIDENT0.00$0$0$0
KARL STUBBEMAN
PO BOX 701ABILENETX79601VICE PRESIDENT0.00$0$0$0
KAREN LILLEBO
PO BOX 701ABILENETX79601SECRETARY0.00$0$0$0
ZOE C FAN
PO BOX 701ABILENETX79601TREASURER0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$274,429FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$304,416TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$304,416AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,566CashDeemedCharitableAmt
Net Vl Noncharitable Assets$299,850NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$858TaxBasedOnInvestmentIncomeAmt
Total Tax$858TotalTaxAmt
Distributable Before Adj$14,135DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,135DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,135DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,566ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,566QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,135DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,583ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,137ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,991ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,732ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,278TotalExcessDistributionCyovAmt
Qualifying Distributions$46,566QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,135AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,431RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$168,709TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$154,874ExcessDistriCyovToNextYrAmt
Excess From Year4$13,583ExcessFromYear4Amt
Excess From Year3$34,137ExcessFromYear3Amt
Excess From Year2$54,991ExcessFromYear2Amt
Excess From Year1$19,732ExcessFromYear1Amt
Excess From Current Year$32,431ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPCOPERATING SUPPORT$1,500
CALIFORNIA STATE PARKS FOUNDATION
33 NEW MONTGOMERY ST STE 520SAN FRANCISCOCA94105NONEPCOPERATING SUPPORT$200
CENTRAL OREGON ENVIRONMENTAL CENTER
16 NW KANSAS AVEBENDOR97701NONEPCOPERATING SUPPORT$825
CENTRAL OREGON LANDWATCH
50 SW BOND STREET SUITE 4BENDOR97702NONEPCOPERATING SUPPORT$3,000
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH452500301NONEPCOPERATING SUPPORT$2,333
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD217410530NONEPCOPERATING SUPPORT$200
HARVARD-WESTLAKE SCHOOL
700 N FARING RDLOS ANGELESCA90077NONEPCOPERATING SUPPORT$10,000
HOPEWELL FUND
1828 L STREET NW NO 300-DWASHINGTONDC20036NONEPCOPERATING SUPPORT$1,500
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847NONEPCOPERATING SUPPORT$1,000
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058NONEPCOPERATING SUPPORT$2,000
MIRMAN SCHOOL
16180 MULHOLLAND DRLOS ANGELESCA90049NONEPCOPERATING SUPPORT$800
MY FRIEND'S PLACE
PO BOX 3867HOLLYWOODCA90078NONEPCOPERATING SUPPORT$3,000
NORTH CASCADES CONSERVATION COUNCIL
PO BOX 95980SEATTLEWA95980NONEPCOPERATING SUPPORT$1,000
OREGON NATURAL DESERT ASSOCIATION
50 SW BOND STREET SUITE 4BENDOR97702NONEPCOPERATING SUPPORT$3,000
OREGON WILD
5825 N GREELEYPORTLANDOR97217NONEPCOPERATING SUPPORT$3,000
READING TO KIDS
1600 SAWTELLE BLVD SUITE 210LOS ANGELESCA90025NONEPCOPERATING SUPPORT$250
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104NONEPCOPERATING SUPPORT$200
TACOMA RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98402NONEPCOPERATING SUPPORT$2,333
THE ARMY EMERGENCY RELIEF
2530 CRYSTAL DR STE 13161 13THARLINGTONVA22202NONEPCOPERATING SUPPORT$2,333FLOOR
THE DAVID SHELDRICK WILDLIFE TRUST
25283 CABOT RD STE 101LAGUNA HILLSCA92653NONEPCOPERATING SUPPORT$1,000
USO
PO BOX 96860WASHINGTONDC200777677NONEPCOPERATING SUPPORT$2,333
US VETS NATIONAL OFFICE
800 W 6TH STREET STE 1505LOS ANGELESCA90017NONEPCOPERATING SUPPORT$1,500
VOLUNTEERS IN MEDICINE CLINIC
2300 NE NEFF RDBENDOR97702NONEPCOPERATING SUPPORT$825
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC200908204NONEPCOPERATING SUPPORT$100
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS666758516NONEPCOPERATING SUPPORT$2,334
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,566TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$72,365ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm-$5,379UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$5,379UnrelatedBusinessTaxblIncmAmt
Exclusion$72,373ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,994TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFEES/ACCOUNTINGCategoryTxt
Amt$3,416Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOIL & GAS INTERESTSDesc
BOY Book Value$210,936BOYBookValueAmt
EOY Book Value$210,936EOYBookValueAmt
EOYFMV$274,429EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES - RI$1,776$1,776$0
TRUSTEE FEES - GENERAL$4,865$4,865$0
TRUSTEE FEES - WORKING INT$1,200$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOIL & GAS ROYALTIESDesc
Revenue And Expenses Per Books$72,365RevenueAndExpensesPerBooksAmt
Net Investment Income$72,365NetInvestmentIncomeAmt
Adjusted Net Income$72,365AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPERCENTAGE DEPLETIONDesc
Amt$12,164Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GROSS PRODUCTION TAXES - RI$2,627$2,627$0
PROPERTY TAXES - RI$1,401$1,401$0
FEDERAL EXCISE TAXES$411$0$0

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