DAVID & LEZLIE HUDIBURG FAMILY FDN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & LEZLIE HUDIBURG FAMILY FDN (EIN 73-1573960)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349101071
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T19:35:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731502599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDEL RAHILL & ASSOCIATES CPA'S PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NORTHWEST 63RD STREET 2ND FLO | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731165719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731573960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & LEZLIE HUDIBURG FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4057376641 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6907 AVONDALE DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R HUDIBURG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4057376641 | PhoneNum |
| Signature | 2020-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR C RAHILL JR CPA | PreparerPersonNm |
| PTIN | P00172703 | PTIN |
| Phone | 4058423662 | PhoneNum |
| Preparation | 2020-10-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 19:35:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C2DF569DC2A8B723D6308995A9F0142F0D69680 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36E46954B73E9C2164F2DC4C29C395F31C7741D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,708 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,093 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $782 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,085,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,085,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,086,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,085,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,084,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,351 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $97,121 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $335,540 | CorporateStockBOYAmt |
| Other Investments BOY | $2,606,993 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $600 | OtherAssetsBOYAmt |
| Total Assets BOY | $3,084,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $439,812 | CapitalStockBOYAmt |
| Retained Earning BOY | $2,644,793 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,084,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,084,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,084,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,084,605 | ExcessRevenueOverExpensesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $47,692 | GrossSalesPriceAmt |
| Cost Or Other Basis | $49,039 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,347 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,347 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,331 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $556,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,668,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $357,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,826,767 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093368 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,655 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,742,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,676,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041201 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,530,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022660 | DistributionYr5Rt |
| Total Distribution | 0.357492 | TotalDistributionRt |
| Average Distribution | 0.071498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $417,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,838 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,085,565 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23 | SubtotalAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,081 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,081 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,058 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,058 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID AND LEZLIE HUDIBURG FAMILY | IndividualWithBooksNm |
| Phone | 4057376641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 TINKER DIAGONAL | AddressLine1Txt |
| City | MIDWEST CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731102830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R HUDIBURG | ||||||||
| 6907 AVONALE DRIVE | NICHOLS HILLS | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEZLIE L HUDIBURG | ||||||||
| 6907 AVONDALE DRIVE | NICHOLS HILLS | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVIS HUDIBURG | ||||||||
| 832 NW 39TH ST | OKLAHOMA CITY | OK | 73118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $288,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,748 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $423,680 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $423,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $417,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $20,843 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,843 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,085,565 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,085,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,085,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,843 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $102,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $381,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $484,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,085,565 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,064,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,549,330 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,549,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $102,954 | ExcessFromYear2Amt |
| Excess From Year1 | $381,654 | ExcessFromYear1Amt |
| Excess From Current Year | $3,064,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| HUDIBURG FAMILY FOUNDATION | |||||||
| 6000 TINKER DIAGONAL | MIDWEST CITY | OK | 73110 | 501(C)(3) | GENERAL FUND | $3,082,565 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,085,565 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm |
|---|
| MERRILL LYNCH 2956 |
| CHARLES SCHWAB 3740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| MERRILL LYNCH 2956 | FMV |
| CHARLES SCHWAB 3740 | FMV |
| BLACK MESA | AT COST |
| HUMPHREY FUND II | AT COST |
| REMINGTON AVANA, LLC | AT COST |
| SALT FORK CAPITAL, LLC | AT COST |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL FUNDS AND INVESTMENT INTERESTS TRANSFERRED IN WHOLE TO NON-PROFIT FUND, HUDIBURG FAMILY FOUNDATION, INC. (FEIN: 83-3018691) BY APRIL 24, 2019. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE - BLACK MESA | Desc |
| BOY Book Value | $600 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $782 | Amt |
| Net Investment Income | $782 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Comments