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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. 0 0 0 0 0 0 0 0 1 1c 10127 INTEGRITY BEEF ALLIANCE ASSOCIATION SHARING OF PAID EMPLOYEES / RESOURCES - SEE FOOTNOTE 1 INTEGRITY BEEF ALLIANCE ASSOCIATION 501(C)(5) COLLABORATIVE PROGRAMMING X X 1 THE SAMUEL ROBERTS NOBLE FOUNDATION 2510 SAM NOBLE PARKWAY ARDMORE OK 73401 37625000 X 2 STEVEN RHINES 11679 US HIGHWAY 77 ARDMORE OK 73401 5020 X X 2 TABLE 3620 2020-07-14 AUDIT AND TAX SERVICES 183872 18387 0 165485 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. VANGUARD WELLINGTON FUND FMV 7302395 7302395 IR&M SHORT FUND LLC FMV 52384238 52384238 LAND 10684764 0 10684764 10684764 BUILDINGS & IMPROVEMENTS 110791976 52556341 58235635 58235635 CAPITALIZED INTEREST 6907286 2939219 3968067 3968067 AIRCRAFT/EQUIPMENT 18568647 14887255 3681392 3681392 EQUIPMENT 34131528 24475852 9655676 9655676 CONSTRUCTION IN PROGRESS 1236421 0 1236421 1236421 EMPLOYEE BENEFIT PLANS 24775 0 0 24283 EMPLOYMENT MATTERS 3334 0 0 4134 GENERAL MATTERS 561549 0 0 537459 EMPLOYEE IMMIGRATION SUPPORT 13840 0 0 15280 INTELLECTUAL PROPERTY/PATENTS 115737 0 0 105277 CONRAD TRUSTS 1100000 880000 2018-11 2028-07 ANNUAL PRINCIPAL AND INTEREST 5.000000000000 LAND PURCHASE CASH 1100000 MEMBERSHIP DUES 267918 0 0 268379 PHOTOGRAPHY/GRAPHIC SUPPLIES 3323 0 0 3409 UNIFORMS/LAUNDRY 16396 0 0 16472 TRAINING/EMPLOYEE RELATIONS 496636 0 0 477529 COMMUNITY SUPPORT 92080 0 0 92080 PROPERTY INSURANCE 2136978 0 0 2249691 OFFICE/POSTAGE/PHOTOCOPIER 160400 0 0 161620 LICENSE/PERMIT/BANK FEES 47631 0 0 48370 CREDIT CARD FEES 10000 0 0 10000 MACHINE HIRE/CONTRACT LABOR 304055 0 0 293825 EQUIPMENT MAINT & REPAIR 426428 0 0 413612 FACILITY MAINT & REPAIR 385291 0 0 401645 RD/LAND/FENCE MAINT & REPAIR 57787 0 0 57787 EQUIPMENT/LAND LEASE -2740 0 0 -2740 LAWN/SAFETY SUPPLIES 61586 0 0 61646 MATERIALS & SUPPLIES 929157 0 0 874509 FOOD SERVICE 13168 0 0 14983 VEHICLE OPERATIONS 370268 0 0 361817 LIBRARY SERVICES 91338 0 0 88246 COMPUTER/TECHNOLOGY 1286228 0 0 1255764 RECRUITING 142468 0 0 107655 FEED/SEED/FERTILIZER 356117 0 0 354691 VETERINARY 79131 0 0 78564 TESTING/EVALUATION SERVICES 132631 0 0 126663 COOPERATIVE RESEARCH PRGM 1193521 0 0 1193055 NON-RESIDENT FELLOWS PROGRAM 96665 0 0 65915 SMALL EQUIPMENT UNDER $5,000 1590090 0 0 1538536 LESS EXPENSE ALLOC TO PRGM 0 0 6351272 -6351272 OTHER K-1 EXPENSES 0 78560 78560 0 OTHER K-1 INCOME/(LOSS) 0 10616 10616 EDUCATIONAL SEMINARS-REGISTRATIONS 6825 6825 OTHER PROGRAM REVENUE 4900597 4900597 EXTERNAL CORE SERVICES 60652 60652 CATTLE, PECAN, AND OTHER FARM SALES 1318640 1318640 OVERHEAD RECOVERY - SRNF 64558 64558 ROYALTY/LEASEHOLD INCOME 302665 302665 302665 GAIN ON SALE OF FIXED ASSETS 61700 0 61700 GAIN FROM INSURANCE PROCEEDS 11790410 0 11790410 UNREALIZED GAIN ON INVESTMENT 2337320 ACCRUED POST-RETIREMENT MEDICAL 4163295 4573763 457F PLAN 13977 26260 INVESTMENT MANAGER FEES 101175 101175 76464 0 PROFESSIONAL ADVISORY SVCS 625840 0 0 605721 720 EXCISE TAX 1991 0 0 1991