NOBLE RESEARCH INSTITUTE LLC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NOBLE RESEARCH INSTITUTE LLC (EIN 73-0606209)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-10-28
- IRS object ID
- 202243019349100704
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T09:46:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730606209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOBLE RESEARCH INSTITUTE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOBL | BusinessNameControlTxt |
| Phone | 5802246227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 SAM NOBLE PARKWAY | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A JILL WALLACE | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 5802246227 | PhoneNum |
| Signature | 2022-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | A | PersonFirstNm |
| Person Last | JILL WALLACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L WEBER | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Preparation | 2022-10-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $153,810,089 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,654,420 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $936,613 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $936,613 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $189,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,822 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $215,822 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,899 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,090,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $909,124 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $445,039 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18,506,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $313,281 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $18,516,663 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $56,451,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,374,840 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,114,137 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $949,215 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,365 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $945,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,030,142 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $614 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,029,528 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,310,343 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $580 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,578,565 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $719,235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $686,433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $183,872 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $165,485 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $727,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $76,464 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $605,721 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $49,500 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $49,500 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,991 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,015,534 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,270,978 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,213,523 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $270,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $261,345 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $53,980 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $53,980 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,744,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,429,832 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,262,451 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,326,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,506,296 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,854,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,326,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,506,296 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,854,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $125,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,172,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,607,841 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,400,877 | CashBOYAmt |
| Cash EOY | $3,316,547 | CashEOYAmt |
| Cash EOYFMV | $3,316,547 | CashEOYFMVAmt |
| Acct Rcvbl | $661,305 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,518,703 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $661,305 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $661,305 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,812,449 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $980,972 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $980,972 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $110,939 | InventoriesBOYAmt |
| Inventories EOY | $63,354 | InventoriesEOYAmt |
| Inventories EOYFMV | $63,354 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $1,766,181 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,636,323 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,636,323 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $47,885,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,686,633 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,686,633 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $182,323,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,858,667 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $94,799,567 | LandBOYAmt |
| Land EOY | $87,464,955 | LandEOYAmt |
| Land EOYFMV | $87,464,955 | LandEOYFMVAmt |
| Total Assets BOY | $151,293,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,810,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,810,089 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,195,175 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,936,148 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $990,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $880,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $4,177,272 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,600,023 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,362,447 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,416,171 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $141,931,462 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,393,918 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,931,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,393,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $151,293,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,810,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,931,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $125,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,337,320 | OtherIncreasesAmt |
| Subtotal | $144,393,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,393,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | P | $2,090,766 | $1,995,716 | $95,050 | $95,050 | ||
| GAIN ON FIXED ASSET DISPOSAL | P | $77,500 | $15,800 | $61,700 | $61,700 | 2019-01-01 | 2020-12-31 |
| PARTNERSHIP K-1 ST GAIN/(LOSS) | P | $445,039 | $445,039 | 2020-01-01 | 2020-12-31 | ||
| PARTNERSHIP K-1 LT GAIN/(LOSS) | P | -$57,944 | -$57,944 | 2019-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $365,279 | $365,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $909,124 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $445,039 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $621 | EsPenaltyAmt |
| Tax Due | $30,814 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NOBLE.ORG | WebsiteAddressTxt |
| Individual With Books | A JILL WALLACE | IndividualWithBooksNm |
| Phone | 5802246227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 SAM NOBLE PARKWAY | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | 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 | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN P RHINES | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PRESIDENT | 40.00 | $476,391 | $38,058 | $20,514 |
| A JILL WALLACE | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | VP & CHIEF FINANCIAL OFFICER | 40.00 | $314,356 | $27,800 | $21,501 |
| ELIZABETH ALDRIDGE | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | SECRETARY | 40.00 | $114,329 | $16,615 | $1,360 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL UDVARDI | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | CHIEF SCIENTIFIC OFF | 40.00 | $314,652 | $26,702 | $4,241 |
| JEFFREY MOEN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | GENERAL COUNSEL & DI | 40.00 | $254,987 | $24,654 | $5,171 |
| CHARLIE CANNY | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR. OF FACILITIES | 40.00 | $219,122 | $22,502 | $7,526 |
| HUGH ALJOE | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR. OF PRODUCER REL | 40.00 | $213,191 | $22,146 | $9,889 |
| GAYLE DONICA | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR. OF HUMAN RESOUR | 40.00 | $219,132 | $22,939 | $1,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 227 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DENTONS US LLP | |||||
| 233 S WACKER DRIVE SUITE 5900 | CHICAGO | IL | 60606 | CONSULTANT | $688,662 |
| FRANKFURT-SHORT-BRUZE ASSN PC | |||||
| 5801 BROADWAY EXT STE 500 | OKLAHOMA CITY | OK | 73118 | CONSULTANT | $252,809 |
| ARBINGER INSTITUTE LLC | |||||
| 1379 N 1075 W SUITE 100 | FARMINGTON | UT | 84025 | CONSULTANT | $223,260 |
| SAFETY & SECURITY SERVICES INC | |||||
| 416 NW 8TH STREET | OKLAHOMA CITY | OK | 73102 | CONSULTANT | $202,867 |
| GRANT THORNTON LLP | |||||
| 171 N CLARK STREET SUITE 200 | CHICAGO | IL | 60601 | CONSULTANT | $177,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 14 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RESEARCH - SEE FOOTNOTE | Description1Txt |
| Expenses1 | $32,150,899 | Expenses1Amt |
| Description2 | CONSULTATION AND EDUCATION - SEE FOOTNOTE | Description2Txt |
| Expenses2 | $6,332,398 | Expenses2Amt |
| Description3 | OPERATIONAL SUPPORT - ADDITIONAL INFORMATION ABOUT EXPENSES AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES 6.92% ARE EXPLAINED UNDER FOOTNOTES | Description3Txt |
| Expenses3 | $2,888,895 | Expenses3Amt |
| Description4 | FUNDRAISING - ADDITIONAL INFORMATION ABOUT EXPENSES AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES .93% ARE EXPLAINED UNDER FOOTNOTES | Description4Txt |
| Expenses4 | $387,781 | Expenses4Amt |
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 | $48,784,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,423,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $661,305 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,870,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,870,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $793,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,077,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,603,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,854,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,905,601 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $41,759,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,759,973 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,603,855 | CurrentYearAmt |
| Year1 | $3,770,437 | Year1Amt |
| Year2 | $1,196,070 | Year2Amt |
| Year3 | $8,432,751 | Year3Amt |
| Total | $16,003,113 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,213,277 | CurrentYearAmt |
| Year1 | $3,204,871 | Year1Amt |
| Year2 | $1,016,660 | Year2Amt |
| Year3 | $7,167,838 | Year3Amt |
| Total | $13,602,646 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $41,759,973 | CurrentYearAmt |
| Year1 | $60,742,365 | Year1Amt |
| Year2 | $51,044,168 | Year2Amt |
| Year3 | $57,545,976 | Year3Amt |
| Total | $211,092,482 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,625,000 | CurrentYearAmt |
| Year1 | $28,205,832 | Year1Amt |
| Year2 | $51,044,168 | Year2Amt |
| Year3 | $28,000,000 | Year3Amt |
| Total | $144,875,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,134,973 | CurrentYearAmt |
| Year1 | $32,536,533 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $29,545,976 | Year3Amt |
| Total | $66,217,482 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,735,903 | CurrentYearAmt |
| Year1 | $2,513,625 | Year1Amt |
| Year2 | $797,380 | Year2Amt |
| Year3 | $12,538,547 | Year3Amt |
| Total | $17,585,455 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| EDUCATIONAL SEMINARS-REGISTRATIONS | $6,825 |
| OTHER PROGRAM REVENUE | $4,900,597 |
| EXTERNAL CORE SERVICES | $60,652 |
| CATTLE, PECAN, AND OTHER FARM SALES | $1,318,640 |
| OVERHEAD RECOVERY - SRNF | $64,558 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,899 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTY/LEASEHOLD INCOME | 15 | $302,665 |
| GAIN ON SALE OF FIXED ASSETS | 01 | $61,700 |
| GAIN FROM INSURANCE PROCEEDS | 01 | $11,790,410 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,446,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,351,272 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,797,321 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | EDUCATIONAL EVENTS, INCLUDING FIELD DAYS, DEMONSTRATIONS, SEMINARS, AND WORKSHOPS PROVIDE FARMERS AND RANCHERS COMPETENCY-BASED TRAINING IN AGRICULTURAL OPERATIONS AND BEST AGRICULTURAL MANAGEMENT. IT IS NOT NOTED THAT DUE TO THE COVID OUTBREAK AND IN CONSIDERATION FOR THE SAFETY OF ATTENDEES, THE INSTITUTE CURTAILED ITS EDUCATIONAL EVENTS IN 2020. |
| 1B | VARIOUS AWARDS AND SUBAWARDS ARE RECEIVED IN CONJUNCTION WITH AGRICULTURAL RESEARCH CONDUCTED AT THE INSTITUTE. WHILE THE MAJORITY OF THE AWARDS/SUBAWARDS ARE PUBLIC RESEARCH FUNDS SUBJECT TO AUDIT UNDER "TITLE 2 U.S. CODE OF FEDERAL REGULATIONS (CFR) PART 200, UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS", THESE AWARDS/SUBAWARDS FURTHER INCLUDE PUBLIC RESEARCH FUNDS, PROVIDED THROUGH VARIOUS STATE OF OKLAHOMA PROGRAMS, AS WELL AS PRIVATE RESEARCH FUNDS PROVIDED THROUGH ORGANIZATIONS AND INDUSTRY. |
| 1C | NOBLE RESEARCH INSTITUTE (THE "INSTITUTE") OPERATES SEVERAL SCIENTIFIC AND AGRICULTURAL RELATED CORE FACILITIES TO PROVIDE RESEARCH AND ANALYTICAL SUPPORT TO INSTITUTE'S RESEARCH LABS AND RANCHES. OCCASIONALLY, WHEN EXCESS CAPACITY EXISTS, THE CORE FACILITIES PROVIDE CORE SERVICES FOR EXTERNAL ORGRANIZATIONS. THESE EXTERNAL COLLABORATIONS FURTHER THE INSTITUTE'S WORK. IT IS NOTED THAT DUE TO TO THE COVID OUTBREAK, RESEARCH OPERATIONS IN 2020 WERE SIGNIFICANTLY IMPACTED. |
| 1D | THE INSTITUTE OPERATES SEVEN RANCHES ON WHICH IT CARRIES OUT RANCH OPERATIONS, WHICH SERVE THE DUAL ROLE OF PRODUCER DEMONSTRATIONS, ANIMAL PRODUCTION AS WELL AS A BACKDROP FOR RELATED RESEARCH. WITH REGARD TO SUCH DEMONSTRATIONS, THE RANCHES VALIDATE MANAGEMENT PRACTICES, ENABLE ASSESSMENT OF INTRODUCED MODIFICATIONS AND THE APPLICATION OF EMERGING TECHNOLOGIES, AND ENABLE FULL SCALE TRIALS AND EVALUATIONS OF RESEARCH FINDINGS FROM THE INSTITUTE AS WELL AS OTHER ORGANIZATIONS. DEMONSTRATION OUTCOMES ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH TOURS, EDUCATIONAL EVENTS AND PUBLICATIONS, ALL OF WHICH WERE IMPACTED BY THE 2020 COVID OUTBREAK AND THE INSTITUTE'S CONSIDERATION FOR THE SAFETY OF ATTENDEES. THESE PROGRAMS, IN PART, FULFILL THE INSTITUTE'S CHARITABLE PURPOSE AND SERVE AS ONE BASIS FOR THE ORGANIZATION'S TAX EXEMPT STATUS. AS AN OUTCOME OF ITS RANCH OPERATIONS, CERTAIN MARKETABLE AGRICULTURAL BY-PRODUCTS, SUCH AS LIVESTOCK, PECANS, AND OTHER FARM PRODUCTS, ARE PRODUCED. WHILE |
| 1E | THE INSTITUTE PROVIDES ADMINISTRATIVE SERVICES FOR THE SAMUEL ROBERTS NOBLE FOUNDATION, THE INSTITUTE'S SOLE MEMBER-MANAGER, AND RECEIVES DIRECT REIMBURSEMENT FOR THE SERVICES AS WELL AS AN OVERHEAD RECOVERY REIMBURSEMENT THAT ENABLES THE INSTITUTE TO PROVIDE THESE SERVICES. |
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 | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $10,127 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRITY BEEF ALLIANCE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | SHARING OF PAID EMPLOYEES / RESOURCES - SEE FOOTNOTE | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRITY BEEF ALLIANCE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(5) | OrganizationTypeDesc |
| Relationship Description | COLLABORATIVE PROGRAMMING | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE SAMUEL ROBERTS NOBLE FOUNDATION | |||||||
| 1 | 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | $37,625,000 | Yes (X) | |
| STEVEN RHINES | |||||||
| 2 | 11679 US HIGHWAY 77 | ARDMORE | OK | 73401 | $5,020 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | TABLE | NoncashPropertyDesc |
| Fair Market Value | $3,620 | FairMarketValueAmt |
| Received | 2020-07-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX SERVICES | CategoryTxt |
| Amt | $183,872 | Amt |
| Net Investment Income | $18,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $165,485 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART VI | PRIVATE FOUNDATION STATUS TERMINATIONNOBLE RESEARCH INSTITUTE, LLC (THE "INSTITUTE") IS CURRENTLY IN THE 60-MONTH TERMINATION PERIOD AS PROVIDED BY SECTION 507(B)(1)(B). THE IRS HAS ISSUED THE INSTITUTE AN ADVANCE RULING THAT THE INSTITUTE CAN REASONABLY BE EXPECTED TO MEET THE REQUIREMENTS OF SECTION 507(B)(1)(B)(I) DURING THE TERMINATION PERIOD, AS IT IS EXPECTED THAT THE INSTITUTE WILL LIKELY SATISFY THE REQUIREMENTS OF A PUBLIC CHARITY. THEREFORE, THE INSTITUTE DOES NOT HAVE A REQUIREMENT TO REMIT THE NET INVESTMENT EXCISE TAX AS CALCULATED ON LINE 9 OF PART VI DURING THE 60-MONTH TERMINATION PERIOD. |
| PART IX-A | SUMMARY OF DIRECT CHARITABLE ACTIVITIESNOBLE RESEARCH INSTITUTE, LLC ("INSTITUTE"), HEADQUARTERED IN ARDMORE, OKLAHOMA, IS AN INDEPENDENT, NONPROFIT ORGANIZATION CONDUCTING RESEARCH AND AGRICULTURAL PROGRAMS TO ENHANCE AGRICULTURAL PRODUCTIVITY REGIONALLY AND NATIONALLY. FOUNDED IN 1945 (SEE NOTE (*) BELOW), THE INSTITUTE CONTINUED THE INFLUENCE OF AGRICULTURE BY EXPLORING AND IMPROVING PRODUCTION AGRICULTURE TECHNIQUES AND TECHNOLOGY (PLANT-BASED) THROUGH RESEARCH AND EDUCATING AGRICULTURAL PRODUCERS USING CONSULTATION AND EDUCATIONAL PROGRAMMING. IN 2020, INSTITUTE RESEARCH PROGRAMS CONSISTED OF (A) FUNDAMENTAL RESEARCH FOR PLANT GENE/TRAIT DISCOVERY; (B) FUNDAMENTAL RESEARCH TO PRODUCE CRITICAL, PUBLICLY AVAILABLE GENOMIC/GENETIC RESOURCES FOR RESEARCHERS WORLDWIDE; (C) TRANSLATIONAL AND DEVELOPMENTAL RESEARCH TO INCORPORATE INNOVATIONS AND DISCOVERIES INTO PLANTS; (D) PLANT BREEDING AND DEVELOPMENT; AND (E) EVALUATION AND ASSESSMENT OF FORAGE CROPS, BEEF CATTLE AND TECHNOLOGY IN A PRODUCTION AGRICULTURAL ENVIRONMENT FOR PERFORMANCE AND VALUE ASSESSMENT. THESE RESEARCH OPERATIONS COMPLEMENT THE INSTITUTE'S AGRICULTURAL PROGRAMS, WHICH INVOLVE LONG-TERM, PROFESSIONAL RELATIONSHIPS WITH AGRICULTURAL PRODUCERS THAT FOSTER LAND STEWARDSHIP, INCLUDING REGENERATIVE LAND MANAGEMENT, AND OPERATIONAL VIABILITY. DUE TO THE COVID OUTBREAK AND IN CONSIDERATION FOR THE SAFETY FOR ATTENDEES, THE INSTITUTE CURTAILED ITS COMPETENCY-BASED EDUCATION TO FARMERS AND RANCHERS IN 2020. HOWEVER, THE INSTITUTE WILL RESUME SUCH PROGRAMMING TO ASSIST IN DEVELOPING FARMER AND RANCHER SKILLS TO IMPROVE OPERATIONAL EFFICIENCIES, REGENERATE THE SOIL, AND IMPROVE PROFITABILITY.THE INSTITUTE UNDERTOOK A SIGNFICANT STRATEGIC PLANNING INITIATIVE INVOLVING MORE THAN A THIRD OF ITS EMPLOYEES. WITH THE INTENT OF IMPLEMENTATION IN 2021, THE INSTITUTE PLANNED AND SCOPED FOR A FOCUSING OF ITS OPERATIONS TO "ACHIEVE REGENERATIVE LAND STEWARDSHIP IN GRAZING ANIMAL PRODUCTION WITH LASTING PRODUCER PROFITABILITY." THE IMPACT WILL RESULT IN A FOCUSING AND RESHAPING OF EXISTING RESEARCH, CONSULTATION AND EDUCATION PROGRAMS IN FURTHERANCE OF ITS CHARITABLE PURPOSE. IN 2020, THE INSTITUTE EMPLOYED 357 STAFF MEMBERS ACROSS ITS AGRICULTURAL CONSULTING, RESEARCH, FIELD, AND SUPPORT GROUPS, REPRESENTING 22 COUNTRIES. AMONG THESE EMPLOYEES, 69 HELD DOCTORATE LEVEL DEGREES.THESE OPERATIONS ARE BASED ON AN 800 ACRE CAMPUS WHICH INCLUDES APPROXIMATELY 485,000 SQUARE FEET OF RESEARCH AND ADMINISTRATION SPACE AND A COMPLIMENTARY 13,500 ACRES OF RANCHES OFFERING DIFFERENT OPERATING CHARACTERISTICS IN SOUTHERN OKLAHOMA.IN 2020, INSTITUTE AGRICULTURAL CONSULTANTS AND SCIENTISTS PUBLISHED PEER-REVIEWED ARTICLES AND SCIENTIFICALLY RESPECTED JOURNALS AND CONTINUED TO PURSUE U.S. AND INTERNATIONAL PATENT PROTECTION FOR VALUABLE DISCOVERIES AS WELL AS PLANT VARIETY PROTECTION CERTIFICATE FOR NOVEL AND DISTINCT CULIVARS FOR COMMERCIAL RELEASE THROUGH LICENSEES.IN FURTHERANCE OF ITS CHARITABLE MISSION AND ITS COMMITMENT TO ADVANCE PRODUCTION AGRICULTURE, INSTITUTE CONSULTANTS AND SCIENTISTS FORMALLY COLLABORATE WITH A BROAD BASE OF ACADEMIC AND GOVERNMENT INSTITUTIONS. THE INSTITUTE COLLABORATED IN THE U.S. DEPARTMENT OF ENERGY'S CENTER FOR BIOENERGY INNOVATION AT THE OAK RIDGE NATIONAL LAB. IT ALSO WORKS IN CONJUNCTION WITH A SIGNIFICANT NUMBER OF LAND GRANT UNIVERSITIES AND NON-LAND GRANT COLLEGES OF AGRICULTURE, AND OTHER AGRICULTURAL ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO OKLAHOMA STATE UNIVERSITY; OKLAHOMA COOPERATIVE EXTENSION; OKLAHOMA DEPARTMENT OF AGRICULTURE, FOOD, AND FORESTRY; TEXAS AGRILIFE RESEARCH; TEXAS AGRILIFE EXTENSION SERVICE; UNIVERSITY OF GEORGIA; UNIVERSITY OF MISSOURI; UNIVERSITY OF TENNESSEE; UNIVERSITY OF CALIFORNIA-BERKLEY; UNIVERSITY OF CALIFORNIA-DAVIS; UNIVERSITY OF NEBRASKA-LINCOLN; MONTANA STATE UNIVERSITY; TEXAS TECH UNIVERSITY; MICHIGAN STATE UNIVERSITY; WASHINGTON STATE UNIVERSITY; MISSISSIPPI STATE UNIVERSITY; UNIVERSITY OF KENTUCKY; NEW MEXICO STATE UNIVERSITY; PURDUE UNIVERSITY; YALE UNIVERSITY; UNIVERSITY OF NORTH TEXAS; CLEMSON UNIVERSITY; TEXAS WOMEN'S UNIVERSITY; NORTH CAROLINA STATE UNIVERSITY; WESTERN UNIVERSITY-ONTARIO; BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH; THE DONALD DANFORTH PLANT SCIENCE CENTER; AND THE PLANT BIOLOGY DEPARTMENT OF THE CARNEGIE INSTITUTE FOR SCIENCE. IN SUPPORT OF ITS RESEARCH, THE INSTITUTE RECEIVED PUBLIC SUPPORT FROM THE NATIONAL SCIENCE FOUNDATION, THE FOUNDATION FOR FOOD AND AGRICULTURAL RESEARCH, THE U.S. DEPARTMENT OF ENERGY, THE U.S. DEPARTMENT OF AGRICULTURE, OKLAHOMA CENTER FOR THE ADVANCEMENT OF SCIENCE AND TECHNOLOGY, AND NATIONAL AERONAUTICS AND SPACE ADMINISTRATION. ALTHOUGH ACTIVITIES WERE CURTAILED IN RESPONSE TO THE NATIONAL IMPACT OF THE COVID OUTBREAK, THE INSTITUTE MAINTAINS A YOUTH EDUCATION AND OUTREACH PROGRAM, NOBLE LEARNING (YOUTH). THROUGH THIS PROGRAM, THE INSTITUTE COLLABORATES WITH BOTH PUBLIC AND PRIVATE EDUCATIONAL ORGANIZATIONS. EXAMPLES OF COLLABORATING ORGANIZATIONS INCLUDE, OAK HALL EPISCOPAL SCHOOL (GRADES 4-8), A PRIVATE SCHOOL; CHRISTIAN HOME EDUCATORS OF SOUTH CENTRAL OKLAHOMA, A REGIONAL HOMESCHOOL ORGANIZATION; AND A GROWING BASE OF OKLAHOMA PUBLIC SCHOOLS (THACKERVILLE, GREENVILLE, ZANEIS, WILSON, PLAINVIEW, ARDMORE, MARIETTA, AND DICKSON). ADDITIONALLY, THROUGH STATEWIDE MIDDLE AND HIGH SCHOOL EDUCATOR WORKSHOPS, NOBLE LEARNING REACHES EDUCATORS (AND THEIR STUDENTS) ACROSS THE STATE OF OKLAHOMA. OUTSIDE OF THE TRADITIONAL CLASSROOM SETTING, NOBLE LEARNING WORKS WITH OTHER NONPROFIT ORGANIZATIONS, FOR EXAMPLE, OKLAHOMA FFA, THE BOTANICAL RESEARCH INSTITUTE OF TEXAS, AND THE DALLAS ARBORETUM AND BOTANICAL GARDENS, TO SHARE WITH URBAN AND RURAL STUDENTS IN GRADES 6-12 THE IMPORTANCE OF AGRICULTURE AND AGRICULTURAL RESEARCH THROUGH HANDS-ON, INTERACTIVE EXPERIENCES. IN FURTHERANCE OF DEVELOPING AND DELIVERING THESE EDUCATIONAL EXPERIENCES, THE INSTITUTE, THROUGH NOBLE LEARNING, FURTHER COLLABORATES WITH OKLAHOMA STATE UNIVERSITY, THE UNIVERSITY OF OKLAHOMA, THE OKLAHOMA STATE DEPARTMENT OF EDUCATION, THE SOUTHERN TECH TECHNOLOGY CENTER, THE OKLAHOMA SCHOOL FOR SCIENCE AND MATHEMATICS, OKLAHOMA AG IN THE CLASSROOM, KISS INSTITUTE FOR PRACTICAL ROBOTICS, AND CURRICULUM FOR AGRICULTURAL SCIENCE EDUCATION. NOTE (*): NOBLE RESEARCH INSTITUTE, LLC, AN OKLAHOMA, NONPROFIT LIMITED LIABILITY COMPANY, IS SUCCESSOR-BY-CONVERSION OF THE SAMUEL ROBERTS NOBLE FOUNDATION, INC. (THE "FOUNDATION"), EFFECTIVE MAY 1, 2017. ON MAY 1, 2017, THE ACTIVITIES OF THE FOUNDATION WERE EFFECTIVELY SEPARATED. THE FOUNDATION'S HISTORICAL RESEARCH, EDUCATION AND CONSULTATION ACTIVITIES, AS WELL AS ITS AGRICULTURAL LANDS WERE RETAINED AND CONTINUE WITHIN THE INSTITUTE. THE HISTORICAL PHILANTHROPIC ACTIVITIES, INCLUDING GRANT-MAKING AND SCHOLARSHIP PROGRAMS, WERE TRANSITIONED TO AND CONTINUE WITHIN A NEW, PRIVATE FOUNDATION (EIN 81-5328519), WHICH CARRIES THE NAME "THE SAMUEL ROBERTS NOBLE FOUNDATION".THE INTERNAL REVENUE SERVICE FURTHER RECOGNIZED THE INSTITUTE'S INTENTION TO TERMINATE ITS PRIVATE FOUNDATION STATUS AND ISSUED AN ADVANCE RULING FOR THE INSTITUTE, RECOGNIZING IT AS A 501(C)(3), PUBLIC CHARITY (AGRICULTURAL RESEARCH ORGANIZATION), ON MARCH 6, 2018. THE TERMINATION OF THE INSTITUTE'S PRIVATE FOUNDATION STATUS REQUIRES A 60-MONTH TERMINATION PERIOD, EFFECTIVE JANUARY 1, 2018. THE INSTITUTE WILL FOLLOW THE PRESCRIBED REPORTING REQUIREMENTS OF THE INTERNAL REVENUE SERVICE DURING THIS 60-MONTH TERMINATION PERIOD.THE CALCULATION BELOW SHOWS HOW OUR OPERATING AND ADMINISTRATIVE COSTS (PART I-LINE 24) OF $39,854,372 AND AMOUNTS PAID TO ACQUIRE CAPITAL ASSETS (PART XII-LINE 2) OF $1,905,601 FOR A TOTAL AMOUNT OF $41,759,973 ARE ALLOCATED TO THE FOLLOWING SUPPORT AND DIRECT CHARITABLE ACTIVITIES (PART IX-A):(1) RESEARCH - CONDUCT AGRICULTURAL RESEARCH INCLUDING BASIC MOLECULAR AND GENETIC LEVELS OF HOW PLANTS GROW AND INTERACT WITH THE MICROBIOME, BREED PLANTS MORE TOLERANT TO DROUGHT AND RESISTANT TO DISEASES AND PESTS AND EVALUATE CATTLE GRAZING PERFORMANCE.(2) CONSULTATION AND EDUCATION - PROVIDE ONE-ON-ONE, NO-COST CONSULTATION TO FARMERS/RANCHERS TO FOSTER LAND STEWARDSHIP AND SOIL CONSERVATION. HOST ADULT EDUCATIONAL EVENTS TO BUILD COMPETENCY-BASED SKILLS. WORK WITH STUDENTS AND TEACHERS REINFORCING STEM CONCEPTS WITH AN AGRICULTURE FOCUS.(3) OPERATIONAL SUPPORT AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES EQUALS 6.92%.(4) FUND RAISING SUPPORT AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES EQUALS 0.93%. |
| PART XVII, LINE 1C | SHARING OF FACILITIES, EQUIPMENT, MAILING LISTS, OTHER ASSETS, OR PAID EMPLOYEESNOBLE RESEARCH INSTITUTE, LLC (THE "INSTITUTE") AND INTEGRITY BEEF ALLIANCE ASSOCIATION ("IBEEF") JOINTLY CARRY OUT PROGRAMS WHICH PROMOTE THE USE OF MORE SUSTAINABLE GRICULTURAL PRACTICES AMONG CATTLE PRODUCERS. THESE PROGRAMS GENERATE VALUABLE DATA ABOUT THE IMPACTS OF SUCH PRACTICES AND IBEEF MAKES THIS DATA AVAILABLE TO THE INSTITUTE FREE OF CHARGE. THIS DATA CONTRIBUTES IMPORTANTLY TO THE INSTITUTE'S RESEARCH AND EDUCATIONAL ACTIVITIES. THE INSTITUTE HAS DETERMINED THAT THE VALUE OF THE BENEFIT THE INSTITUTE RECEIVED FROM THESE JOINTLY CONDUCTED PROGRAMS EQUALS OR EXCEEDS THE VALUE OF THE SHARED RESOURCES THE INSTITUTE CONTRIBUTES TO THE PROGRAMS. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD WELLINGTON FUND | FMV | $7,302,395 | $7,302,395 |
| IR&M SHORT FUND LLC | FMV | $52,384,238 | $52,384,238 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $10,684,764 | $0 | $10,684,764 | $10,684,764 |
| BUILDINGS & IMPROVEMENTS | $110,791,976 | $52,556,341 | $58,235,635 | $58,235,635 |
| CAPITALIZED INTEREST | $6,907,286 | $2,939,219 | $3,968,067 | $3,968,067 |
| AIRCRAFT/EQUIPMENT | $18,568,647 | $14,887,255 | $3,681,392 | $3,681,392 |
| EQUIPMENT | $34,131,528 | $24,475,852 | $9,655,676 | $9,655,676 |
| CONSTRUCTION IN PROGRESS | $1,236,421 | $0 | $1,236,421 | $1,236,421 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EMPLOYEE BENEFIT PLANS | $24,775 | $0 | $0 | $24,283 |
| EMPLOYMENT MATTERS | $3,334 | $0 | $0 | $4,134 |
| GENERAL MATTERS | $561,549 | $0 | $0 | $537,459 |
| EMPLOYEE IMMIGRATION SUPPORT | $13,840 | $0 | $0 | $15,280 |
| INTELLECTUAL PROPERTY/PATENTS | $115,737 | $0 | $0 | $105,277 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONRAD TRUSTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,100,000 | LoanOriginalAmt |
| Balance Due | $880,000 | BalanceDueAmt |
| Note | 2018-11 | NoteDt |
| Loan Maturity | 2028-07 | LoanMaturityDt |
| Repayment Terms | ANNUAL PRINCIPAL AND INTEREST | RepaymentTermsTxt |
| Interest | 5.000000000000 | InterestRt |
| Loan Purpose | LAND PURCHASE | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $1,100,000 | ConsiderationFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $267,918 | $0 | $0 | $268,379 |
| PHOTOGRAPHY/GRAPHIC SUPPLIES | $3,323 | $0 | $0 | $3,409 |
| UNIFORMS/LAUNDRY | $16,396 | $0 | $0 | $16,472 |
| TRAINING/EMPLOYEE RELATIONS | $496,636 | $0 | $0 | $477,529 |
| COMMUNITY SUPPORT | $92,080 | $0 | $0 | $92,080 |
| PROPERTY INSURANCE | $2,136,978 | $0 | $0 | $2,249,691 |
| OFFICE/POSTAGE/PHOTOCOPIER | $160,400 | $0 | $0 | $161,620 |
| LICENSE/PERMIT/BANK FEES | $47,631 | $0 | $0 | $48,370 |
| CREDIT CARD FEES | $10,000 | $0 | $0 | $10,000 |
| MACHINE HIRE/CONTRACT LABOR | $304,055 | $0 | $0 | $293,825 |
| EQUIPMENT MAINT & REPAIR | $426,428 | $0 | $0 | $413,612 |
| FACILITY MAINT & REPAIR | $385,291 | $0 | $0 | $401,645 |
| RD/LAND/FENCE MAINT & REPAIR | $57,787 | $0 | $0 | $57,787 |
| EQUIPMENT/LAND LEASE | -$2,740 | $0 | $0 | -$2,740 |
| LAWN/SAFETY SUPPLIES | $61,586 | $0 | $0 | $61,646 |
| MATERIALS & SUPPLIES | $929,157 | $0 | $0 | $874,509 |
| FOOD SERVICE | $13,168 | $0 | $0 | $14,983 |
| VEHICLE OPERATIONS | $370,268 | $0 | $0 | $361,817 |
| LIBRARY SERVICES | $91,338 | $0 | $0 | $88,246 |
| COMPUTER/TECHNOLOGY | $1,286,228 | $0 | $0 | $1,255,764 |
| RECRUITING | $142,468 | $0 | $0 | $107,655 |
| FEED/SEED/FERTILIZER | $356,117 | $0 | $0 | $354,691 |
| VETERINARY | $79,131 | $0 | $0 | $78,564 |
| TESTING/EVALUATION SERVICES | $132,631 | $0 | $0 | $126,663 |
| COOPERATIVE RESEARCH PRGM | $1,193,521 | $0 | $0 | $1,193,055 |
| NON-RESIDENT FELLOWS PROGRAM | $96,665 | $0 | $0 | $65,915 |
| SMALL EQUIPMENT UNDER $5,000 | $1,590,090 | $0 | $0 | $1,538,536 |
| LESS EXPENSE ALLOC TO PRGM | $0 | $0 | $6,351,272 | -$6,351,272 |
| OTHER K-1 EXPENSES | $0 | $78,560 | $78,560 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER K-1 INCOME/(LOSS) | $0 | $10,616 | $10,616 |
| EDUCATIONAL SEMINARS-REGISTRATIONS | $6,825 | $6,825 | |
| OTHER PROGRAM REVENUE | $4,900,597 | $4,900,597 | |
| EXTERNAL CORE SERVICES | $60,652 | $60,652 | |
| CATTLE, PECAN, AND OTHER FARM SALES | $1,318,640 | $1,318,640 | |
| OVERHEAD RECOVERY - SRNF | $64,558 | $64,558 | |
| ROYALTY/LEASEHOLD INCOME | $302,665 | $302,665 | $302,665 |
| GAIN ON SALE OF FIXED ASSETS | $61,700 | $0 | $61,700 |
| GAIN FROM INSURANCE PROCEEDS | $11,790,410 | $0 | $11,790,410 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $2,337,320 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED POST-RETIREMENT MEDICAL | $4,163,295 | $4,573,763 |
| 457F PLAN | $13,977 | $26,260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGER FEES | $101,175 | $101,175 | $76,464 | $0 |
| PROFESSIONAL ADVISORY SVCS | $625,840 | $0 | $0 | $605,721 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 720 EXCISE TAX | CategoryTxt |
| Amt | $1,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,991 | DisbursementsCharitablePrpsAmt |