BETA

WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION (EIN 20-4808454)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202023189349101762
Schema version
2019v5.1
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)
Return2020-11-13T10:48:48-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204071508PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCKNER & TILLEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1705 N LORAINE STAddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204808454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WAYNE & JO ANN MOORE CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWAYNBusinessNameControlTxt
Phone4326828695PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1403 N MARIENFELDAddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MOOREPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4326828695PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA A BUCKNERPreparerPersonNm
PTINP01201396PTIN
Phone4326875577PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.219.131.188IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm10:10:17IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0629B5DF9388C6A255A490DF97D3CC25B9028C05AtSubmissionCreationDeviceId
At Submission Filing Device Id8E04167C2FACA7B5783FD524DD31A4D090D8301BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,121,541FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,284ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,558InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,558InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,227,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,227,937DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,991,716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,991,716GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,991,716CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,231,667OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,231,667OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,501,162TotalRevAndExpnssAmt
Total Net Invst Incm$5,462,878TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$609,644CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$396,269CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$213,375CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$42,826PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$27,837PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$14,989PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,850LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,802LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,048LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,046AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,179AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$261,625OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$170,056OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$91,569OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$345,944TaxesRevAndExpnssAmt
Taxes Net Invst Incm$197,321TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12,156TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$31,548DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$31,548DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$4,586TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,981TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,605TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$263,229OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$262,694OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$535OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,571,477TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,096,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$338,456TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,792,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,792,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,363,977TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,096,554TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,130,956TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,137,185ExcessRevenueOverExpensesAmt
Net Investment Income$4,366,324NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$212,665CashBOYAmt
Cash EOY$232,084CashEOYAmt
Cash EOYFMV$232,084CashEOYFMVAmt
Sav And Temp Cash Invst BOY$78,331SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$79,779SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$79,779SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,409AcctRcvblAmt
Acct Rcvbl EOY$2,409AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,409AcctRcvblEOYFMVAmt
Other Investments BOY$47,466,181OtherInvestmentsBOYAmt
Other Investments EOY$48,579,764OtherInvestmentsEOYAmt
Other Investments EOYFMV$57,301,249OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$642,036LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$183,900LandBldgEquipAccumDeprecAmt
Land BOY$473,912LandBOYAmt
Land EOY$458,136LandEOYAmt
Land EOYFMV$607,520LandEOYFMVAmt
Other Assets BOY$2,661,251OtherAssetsBOYAmt
Other Assets EOY$2,657,304OtherAssetsEOYAmt
Other Assets EOYFMV$8,898,500OtherAssetsEOYFMVAmt
Total Assets BOY$50,892,340TotalAssetsBOYAmt
Total Assets EOY$52,009,476TotalAssetsEOYAmt
Total Assets EOYFMV$67,121,541TotalAssetsEOYFMVAmt
Accounts Payable BOY-$2,231AccountsPayableBOYAmt
Accounts Payable EOY-$22,063AccountsPayableEOYAmt
Total Liabilities BOY-$2,231TotalLiabilitiesBOYAmt
Total Liabilities EOY-$22,063TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$40,471,688CapitalStockBOYAmt
Capital Stock EOY$40,509,972CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,422,883RetainedEarningBOYAmt
Retained Earning EOY$11,521,567RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$50,894,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,031,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,892,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$52,009,476TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,894,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,137,185ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$52,031,756SubtotalAmt
Other Decreases$217OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$52,031,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALPHAKEYS WP XI LLCP$59,766$59,766$59,766
CARLYLE CARDINAL IRELAND DOLLARP$35,339$35,339$35,339
UBS CAPITAL GAINS DIVIDENDSP$1,288,978$1,288,978$1,288,978
UBS LONG TERM CAPITAL GAINP$607,633$607,633$607,633
FieldValueIRS element (for citing)
Capital Gain Net Income$1,991,716CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,086,524AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$65,723,418NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046962DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,928,869AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$61,727,388NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047448DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,168,961AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$45,503,157NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047666DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,140,249AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$46,455,064NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046071DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,454,434AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$46,890,012NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052344DistributionYr5Rt
Total Distribution0.240491TotalDistributionRt
Average Distribution0.048098AverageDistributionRt
Net Vl Noncharitable Assets$63,142,086NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,037,008AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43,663NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,080,671AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,130,956QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$43,663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43,663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43,663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$112,960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$112,960TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$69,297OverpaymentAmt
Applied To ES Tax$69,297AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES MOOREIndividualWithBooksNm
Phone4326828695PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1403 N MARIENFELDAddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79701ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES MOORE
403 N MARIENFELDMIDLANDTX79701DIRECTOR40.00$226,798$12,463$0
ANN MOORE JENSEN
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$2,000$0$0
ELIZABETH JENSEN
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$2,000$0$0
DAUPHEN JACKSON
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$2,000$0$0
MARILYN JACKSON
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$2,000$0$0
KATHLEEN COTTER
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$0$0$0
TOM MOORE
403 N MARIENFELDMIDLANDTX79701EXEC. DIRECTOR/PRESIDENT20.00$215,404$8,975$0
KAREN MOORE
403 N MARIENFELDMIDLANDTX79701DIRECTOR26.00$93,163$11,406$0
WILLIAM JENSEN
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$2,000$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$54,125,520AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$480,301AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,497,820FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,103,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$64,103,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$961,555CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,142,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,157,104MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,157,104MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,663TaxBasedOnInvestmentIncomeAmt
Income Tax$52IncomeTaxAmt
Total Tax$43,715TotalTaxAmt
Distributable Before Adj$3,113,389DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,113,389DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,113,389DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,130,956ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,130,956QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$43,663PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,087,293AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,113,389DistributableAsAdjustedAmt
Undistributed Income PY$176,602UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,130,956QualifyingDistributionsAmt
Applied To Year1$176,602AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,954,354AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$159,035UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFFECT CHANGE DBA CAREBOX
5555 N LAMAR BLVD E 111AUSTINTX78751PCOPERATING EXPENSES$10,000
AGAPE COUNSELING SERVICES OF WEST TEXAS
3500 N A STMIDLANDTX79705PCOPERATING EXPENSE$15,000
AMERICAN RED CROSS
PO BOX 60310MIDLANDTX79711PCOPERATING EXPENSES$15,000
AMPITHEATER IMPROVEMENT BOARD
PO BOX 1391BIG SPRINGTX79720PCOPERATING EXPENSE$10,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703PCOPERATING EXPENSES$15,000
BASIN DREAM CENTER FOR ORPHANS
PO BOX 52473MIDLANDTX79710PCOPERATING EXPENSES$15,000
BIG BROTHERS BIG SISTERS OF MIDLAND TX
714 W LOUISIANAMIDLANDTX79701PCOPERATING EXPENSES$12,000
BLIND CHILDREN'S LEARNING CENTER
18542-B VANDERLIP AVESANTA ANACA92705PCOPERATING EXPENSES$20,000
BOYS AND GIRLS CLUB OF MIDLAND
PO BOX 284MIDLANDTX79702PCOPERATING EXPENSES$15,000
BOYS AND GIRLS CLUB OF ODESSA
800 EAST 13TH STODESSATX79761PCOPERATING EXPENSES$98,334
BOYS SCOUTS OF AMERICA
1101 WEST TEXAS AVENUEMIDLANDTX79701PCOPERATING EXPENSE$10,000
BRITE DIVINITY SCHOOL
TCU BOX 298130FORT WORTHTX76129PCOPERATING EXPENSES$110,000
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423PCOPERATING EXPENSES$95,000
BUCKNER FOUNDATION
PO BOX 50872MIDLANDTX79710PCOPERATING EXPENSES$30,000
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708PC20000OPERATING EXPENSES$30,000
CAL FARLEY'S BOYS RANCH
PO BOX 1890AMARILLOTX79174PCOPERATING EXPENSES$20,000
CAMP FIRE
810 WEST WALLMIDLANDTX79701PCOPERATING EXPENSES$30,000
CANDLELIGHT RANCH
PO BOX 26367AUSTINTX78755PCOPERATING EXPENSES$55,000
CARRIE TINGLEY HOSPITAL FOUNDATION
PO BOX 25424ALBUQUERQUENM87125PCOPERATING EXPENSES$15,000
CASA DE AMIGOS
1101 EAST GARDEN LANEMIDLANDTX79701PCOPERATING EXPENSES$25,000
CASA OF WEST TEXAS
1611 W TEXAS AVEMIDLANDTX79701PCOPERATING EXPENSE$10,000
CHRIS DAVIDSON OPPORTUNITY PARK
5700 BRIARWOODMIDLANDTX79707PCOPERATING EXPENSE$10,000
COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN
PO BOX 10532MIDLANDTX79711PCOPERATING EXPENSES$15,000
COMMUNITY CHILDREN'S CLINIC
PO BOX 3328MIDLANDTX79702PCOPERATING EXPENSES$10,000
EL RENO PUBLIC SCHOOL FOUNDATION INC
PO BOX 356EL RENOOK73036PCOPERATING EXPENSESOPERATING EXPENSE$50,000
FAMILY PROMISE OF MIDLAND
3500 N A ST 1400MIDLANDTX79705PCOPERATING EXPENSE$20,000
FELLOWSHIP OF CHRISTIAN ATHLETES
3500 N A ST STE 2600MIDLANDTX79705PCOPERATING EXPENSES$10,000
FORT STOCKTON COMMUNITY THEATRE INC
PO BOX 912FORT STOCKTONTX79735PCOPERATING EXPENSE$15,000
FRIENDS OF THE LIVING DESERT
PO BOX 100CARLSBADNM88220PCOPERATING EXPENSE$10,000
GEORGE W BUSH CHILDHOOD HOME
PO BOX 8586MIDLANDTX79708PCOPERATING EXPENSE$5,000
GRAND COMPANIONS HUMANE SOCIETY
PO BOX 1156FT DAVISTX79734PCOPERATING EXPENSES$5,000
HABITAT FOR HUMANITY
PO BOX 25555MIDLANDTX79702PCOPERATING EXPENSE$20,000
HARDIN-SIMMONS UNIVERSITY
BOX 16000ABILENETX79698PCOPERATING EXPENSE$25,000
HEROES AND HORSES
PO BOX 35MANHATTANMT59741PCOPERATING EXPENSE$20,000
HIGH SKY CHILDREN'S RANCH
8701 W COUNTY ROAD 60MIDLANDTX79707PCOPERATING EXPENSES$100,000
HONOR OUR TROOPS
4044 PENBROOK STODESSATX79762PCOPERATING EXPENSE$20,000
HONOR VETERANS NOW
103 INDUSTRIAL LOOPFREDRICKSBURGTX78624PCOPERATING EXPENSE$20,000
HOSPICE OF MIDLAND
901 W MISSOURIMIDLANDTX79701PCOPERATING EXPENSE$25,000
I-20 WILDLIFE PRESERVE
PO BOX 2906MIDLANDTX79702PCOPERATING EXPENSES$33,333
JONI AND FRIENDS
30009 LADYFACE CTAGOURA HILLSCA91301PCOPERATING EXPENSES$20,000
JULIETTE FOWLER HOMES INC
1234 ABRAMS RDDALLASTX75214PCOPERATING EXPENSE$25,000
KINDRED INC
3169 MT PLEASANT ST NWWASHINGTONDC20010PCOPERATING EXPENSES$10,000
MAKE A WISH FOUNDATION WEST TEXAS
407 N BIG SPRINGMIDLANDTX79701PCOPERATING EXPENSES$20,000
MANOR PARK
2208 N LOOP 250 WMIDLANDTX79707PCOPERATING EXPENSES$80,000
MARATHON PUBLIC LIBRARY
PO BOX 79842MARATHONTX79842PCOPERATING EXPENSE$5,000
MARC
2701 NORTH A STREETMIDLANDTX79705PCOPERATING EXPENSE$30,000
MARFA EDUCATION FOUNDATION
PO BOX 660MARFATX79843PCOPERATING EXPENSES$12,000
MARFA PUBLIC RADIO
PO BOX 238MARFATX79843PCOPERATING EXPENSES$20,000
MEALS ON WHEELS OF LUBBOCK
2304 34TH STLUBBOCKTX79411PCOPERATING EXPENSES$25,000
MIDLAND CHILDREN'S REHABILITATION CENTER
802 VENTURAMIDLANDTX79705PCOPERATING EXPENSES$15,000
MIDLAND COLLEGE FOUNDATION
3600 N GARFIELDMIDLANDTX79705PCOPERATING EXPENSES$20,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PCENDOWED SCHOLARSHIP FUND$20,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PCCAMPUS SPEAKER SERIES$10,000
MIDLAND COMMUNITY HEALTHCARE SERVICES
PO BOX 5576MIDLANDTX79701PCOPERATING EXPENSES$15,000
MIDLAND COUNTY PUBLIC LIBRARY FOUNDATION
301 W MISSOURI AVEMIDLANDTX79701PCOPERATING EXPENSES$5,000
MIDLAND FESTIVAL BALLET
4410 N MIDKIFF STE C-1MIDLANDTX79705PCOPERATING EXPENSES$5,000
MIDLAND HUMANE COALITION
PO BOX 53213MIDLANDTX79710PCOPERATING EXPENSE$5,000
MIDLAND MEMORIAL FOUNDATION
400 ROSALIND REDFERN GROVER PWYMIDLANDTX79701PCOPERATING EXPENSES$20,000
MIDLAND NEED TO READ INC
1709 W WALL STMIDLANDTX79701PCOPERATING EXPENSES$10,000
MIDLAND RAPE CRISIS & CHILDRENS ADVOCACY CENTER
PO BOX 10081MIDLANDTX79702PCOPERATING EXPENSES$20,000
MIDLAND SHARED SPACES
PO BOX 430MIDLANDTX79702PCOPERATING EXPENSE$20,000
MIDLAND-ODESSA SYMPHONY & CHORALE
3100 LAFORCE BLVDMIDLANDTX79711PCOPERATING EXPENSES$10,000
MISSION AGAPE
2901 MARANATHA PLACEMIDLANDTX79707PCOPERATING EXPENSES$20,000
MISSION CENTER ADULT DAY SERVICES
3500 N A ST SUITE 1300MIDLANDTX79705PCOPERATING EXPENSES$20,000
MUSCULAR DYSTROPHY ASSOCIATION
600 N MARIENFELD 840MIDLANDTX79701PCOPERATING EXPENSES$10,000
NEW HORIZONS RANCH & CENTER
294 MEDICAL DRABILENETX79601PCOPERATING EXPENSES$15,000
NONPROFIT MANAGEMENT CENTER
3500 N A ST SUITE 2300MIDLANDTX79705PCOPERATING EXPENSES$10,000
ODESSA ARTS
PO BOX 7195ODESSATX79761PCOPERATING EXPENSE$5,000
PARTNERSHIPS FOR CHILDREN
PO BOX 204444AUSTINTX78720PCOPERATING EXPENSES$55,000
PERMIAN BASIN AREA FOUNDATION
3312 ANDREWS HWYMIDLANDTX79703PCOPERATING EXPENSES$40,000
PERMIAN BASIN PBS
9600 WRIGHT DRIVEMIDLANDTX79701PCOPERATING EXPENSES$10,000
PERMIAN BASIN PETROLEUM MUSEUM
1500 INTERSTATE 20 WESTMIDLANDTX79701PCOPERATING EXPENSE$83,333
PERMIAN BASIN REHABILITATION CENTER
620 N ALLEGHANEY AVEODESSATX79761PCOPERATING EXPENSES$15,000
PERMIAN BASIN-BE THE CHANGE
PO BOX 52643MIDLANDTX79705PCOPERATING EXPENSES$2,500
PREVENT BLINDNESS TEXAS
2202 WAUGH DRIVEHOUSTONTX77006PCOPERATING EXPENSES$5,000
RECORDING LIBRARY OF WEST TEXAS
3500 N A ST STE 2800MIDLANDTX79705PCOPERATING EXPENSES$20,000
RODEO AUSTIN STAR OF TX FAIR AND RODEO
9100 DECKER LAKE RDAUSTINTX78724PCOPERATING EXPENSES$45,000
SAFE PLACE OF THE PERMIAN BASIN
PO BOX 11331MIDLANDTX79702PCOPERATING EXPENSES$140,000
SALVATION ARMY MIDLAND CORPS
300 S BAIRDMIDLANDTX79701PCOPERATING EXPENSES$15,000
SAMARITAN COUNSELING CENTER OF WEST TEXAS
PO BOX 60132MIDLANDTX79711PCOPERATING EXPENSES$10,000
SAMMYS HOUSE
2415 TWIN OAKS DRAUSTINTX78757PCOPERATING EXPENSES$35,000
SAN ANGELO AREA FOUNDATION
221 S IRVING STSAN ANGELOTX76903PCOPERATING EXPENSES$20,000
SENIOR LINK MIDLAND
PO BOX 80519MIDLANDTX79708PCOPERATING EXPENSES$35,000
SHARE WEST TEXAS
3500 N A ST SUITE 2200MIDLANDTX79705PCOPERATING EXPENSES$25,000
SPECIAL OLYMPICS TEXAS PB AREA 18
7715 CHEVY CHASE DR 120AUSTINTX78752PCOPERATING EXPENSES$20,000
SPRINGBOARD CENTER
200 CORPORATEMIDLANDTX79705PCOPERATING EXPENSE$60,000
STEPHENS COLLEGE
PO BOX 2006COLUMBIAMO65215PCOPERATING EXPENSES$20,000
SUL ROSS STATE UNIVERSITY
SRSU BOX C-114ALPINETX79832PCOPERATING EXPENSES$25,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FT WORTHTX76129PCOPERATING EXPENSES$115,000
TEXAS TECH UNIVERSITY HEALTH SCIENCES
800 W 4TH STODESSATX79763PCOPERATING EXPENSES$60,000
THE ARC OF THE CAPITAL AREA
4902 GROVER AVEAUSTINTX78756PCOPERATING EXPENSES$25,000
THE CRISIS CENTER
910-B SOUTH GRANTODESSATX79761PCOPERATING EXPENSES$25,000
THRIVE DC
1525 NEWSTON STREET NWWASHINGTON DCDC20010PCOPERATING EXPENSE$10,000
TRINITY OAKS
9385 MILLER LANESAN ANTONIOTX78266PCOPERATING EXPENSE$35,000
UNITED WAY OF LEA COUNTY
320 N SHIPP SUITE BHOBBSNM88240PCOPERATING EXPENSES$15,000
UNITED WAY OF MIDLAND
1209 W WALLMIDLANDTX79701PCOPERATING EXPENSE$30,000
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250AUSTINTX78767PCOPERATING EXPENSES$20,000
UNIVERSITY OF TEXAS PERMIAN BASIN
4901 EAST UNIVERSITYODESSATX79762PCOPERATING EXPENSES$25,000
UNLOCK MINISTRIES
PO BOX 7742MIDLANDTX79708PCOPERATING EXPENSE$5,000
VITA LIVING
3300 S GESSNER STE 150HOUSTONTX77063PCOPERATING EXPENSESOPERATING EXPENSE$25,000
WARD COUNTY GREATER WORKS
112 E SEALYMONAHANSTX79756PCOPERATING EXPENSES$25,000
WEST TEXAS A&M UNIVERSITY FOUNDATION
2501 4TH AVECANYONTX79016PCOPERATING EXPENSE$25,000
WEST TEXAS FOOD BANK
PO BOX 4242ODESSATX79760PCOPERATING EXPENSES$95,000
WILL ROGERS MEMORIAL FOUNDATION
PO BOX 2606CLAREMOREOK74018PCOPERATING EXPENSE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,792,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,558ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,227,937ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,231,667ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,991,716ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,462,878ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,462,878TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF LEE WAYNE MOOREBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1403 N MARIENFELD STAddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$38,284TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPARTNERSHIP INTERESTNoncashPropertyDesc
Fair Market Value$38,284FairMarketValueAmt
Received2019-07-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,225Amt
Net Investment Income$4,046NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,179DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2008-01-31$1,013$506200DB5.000000000000$0$0
COMPUTER2008-05-14$1,110$555200DB5.000000000000$0$0
COMPUTER2008-05-14$2,147$1,073200DB5.000000000000$0$0
OFFICE BUILDING2009-06-30$60,000$14,675SL39.000000000000$1,538$0
FURNITURE AND EQUIPMENT2010-07-01$942$942200DB5.000000000000$0$0
FURNITURE AND EQUIPMENT2012-03-01$31,741$15,162200DB7.000000000000$708$0
OFFICE BUILDING2012-03-01$517,547$90,126SL39.000000000000$13,270$0
FURNITURE AND EQUIPMENT2012-07-01$16,951$8,475200DB5.000000000000$0$0
FURNITURE AND EQUIPMENT2015-08-12$776$267200DB7.000000000000$35$0
COMPUTER2015-01-21$3,902$1,614200DB5.000000000000$225$0
COMPUTER - PRINTER2008-09-20$369$369200DB5.000000000000$0$0
COMPUTER2019-12-03$5,538200DB5.000000000000$5,538$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS EQUITY FUNDSAT COST$22,910,281$28,537,897
UBS BOND FUNDSAT COST$8,851,602$8,940,001
UBS OTHER INVESTMENT FUNDSAT COST$16,363,569$19,252,152
UBS PARTNERSHIP INVESTMENTAT COST$416,028$532,915
CULBERSON RANCH PARTNERSHIPAT COST$38,284$38,284

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (12 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER$1,013$1,013$0
COMPUTER$1,110$1,110$0
COMPUTER$2,147$2,147$0
OFFICE BUILDING$60,000$16,213$43,787
FURNITURE AND EQUIPMENT$942$942$0
FURNITURE AND EQUIPMENT$31,741$31,741$0
OFFICE BUILDING$517,547$103,396$414,151
FURNITURE AND EQUIPMENT$16,951$16,951$0
FURNITURE AND EQUIPMENT$776$690$86
COMPUTER$3,902$3,790$112
COMPUTER - PRINTER$369$369$0
COMPUTER$5,538$5,538$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,850LegalFeesAmt
Net Investment Income$3,802NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,048DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OIL & GAS ROYALTY PROPERTIES$6,090,250$6,090,250$8,898,500
ACCUMULATED DEPLETION-$3,444,580-$3,454,814$0
ORGANIZATION COSTS$15,150$15,150$0
OIL AND GAS PURCHASER CLEARING$431$6,718

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ALPHA KEYS WP XI NONDEDUCTIBLE$216
ROUNDING$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$1,132$1,132$0
INSURANCE$8,420$7,885$535
OFFICE SUPPLIES$442$442$0
REPAIRS & MAINTENANCE$4,928$4,928$0
SOFTWARE AND COMPUTER EXP$16,808$16,808$0
BANK FEES$60$60$0
ADMINISTRATION FEES$4,937$4,937$0
DATA PROCESSING$3,847$3,847$0
OTHER OIL & GAS ROYALTY EXP$189,335$189,335$0
ALPHA KEYS WP XI PORTFOLIO EXPENSE$3,932$3,932$0
CARLYLE CARDINAL IRELAND DOLLAR EXPENSE$2,785$2,785$0
ALPHA KEYS BRASIL PARTNERSHIP EXPENSE$8,683$8,683$0
INVESTMENT INTEREST EXPENSE$7,975$7,975$0
UTILITIES$9,945$9,945$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL AND GAS ROYALTIES$2,224,632$2,224,632$2,224,632
OIL LEASE BONUS INCOME$2$2$2
MISC. INVESTMENT INCOME$425$425$425
ALPHA KEYS BRASIL FUND$36$36$36
ALPHA KEYS WP XI$261$261$261
ALPHA KEYS WP XI$4,467$4,467$4,467
CARLYLE CARDINAL IRELAND DOLLAR-$565-$565-$565
CULBERSON COUNTY RANCH CO$2,409$2,409$2,409

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$261,625$170,056$91,569
$0$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF L WAYNE MOOREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1403 N MARIENFELDAddressLine1Txt
CityMIDLANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79701ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$136,467$0$0
AD VALOREM TAX$44,697$44,697$0
ROYALTY PRODUCTION TAX$115,555$115,555$0
STATE INCOME TAXES$14,492$14,492$0
PAYROLL TAXES$34,733$22,577$12,156

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.