WADE A AND RUBY O WALLINGER FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WADE A AND RUBY O WALLINGER FOUNDATION INC (EIN 46-5015111)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-13
IRS object ID
202042879349100414
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-13T09:08:55-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475476811PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DeBenonBroussard LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11521 Green Oak Pl Ste 194AddressLine1Txt
CityKingwoodCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465015111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WADE A AND RUBY O WALLINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWADEBusinessNameControlTxt
Phone2819609636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14022 SPRUCE VALLEY DRAddressLine1Txt
CityKINGWOODCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77345ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWADE A WALLINGERPersonNm
Person TitleSEC/TREAS/DIRECTORPersonTitleTxt
Signature2020-10-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChuck K DeBenon CPA PFSPreparerPersonNm
PTINP00629664PTIN
Phone2814467667PhoneNum
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$628,170FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,045ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$16InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,530DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,530DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$26,100NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$321,379GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,100CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$138NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$138,691TotalRevAndExpnssAmt
Total Net Invst Incm$38,646TotalNetInvstIncmAmt
Total Adj Net Incm$12,684TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$486TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,429OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,077ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,077ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,077TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$121,049ExcessRevenueOverExpensesAmt
Net Investment Income$38,646NetInvestmentIncomeAmt
Adjusted Net Income$12,684AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,924CashBOYAmt
Cash EOY$1,037CashEOYAmt
Cash EOYFMV$1,037CashEOYFMVAmt
Corporate Stock BOY$143,141CorporateStockBOYAmt
Other Investments BOY$284,450OtherInvestmentsBOYAmt
Other Investments EOY$557,374OtherInvestmentsEOYAmt
Other Investments EOYFMV$627,133OtherInvestmentsEOYFMVAmt
Other Assets BOY$706OtherAssetsBOYAmt
Other Assets EOY$640OtherAssetsEOYAmt
Total Assets BOY$438,221TotalAssetsBOYAmt
Total Assets EOY$559,051TotalAssetsEOYAmt
Total Assets EOYFMV$628,170TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$100CapitalStockBOYAmt
Capital Stock EOY$100CapitalStockEOYAmt
Retained Earning BOY$438,121RetainedEarningBOYAmt
Retained Earning EOY$558,951RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$438,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$559,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$438,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$559,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$438,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$121,049ExcessRevenueOverExpensesAmt
Subtotal$559,270SubtotalAmt
Other Decreases$219OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$559,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
346.451 AQR STYLEP2019-01-012019-07-29$2,980$3,169-$189-$189
221 VANGUARD SHORT TERM BNDP2019-03-032019-07-24$17,780$17,453$327$327
1175.636 AQR STYLEP2017-01-012019-07-07$10,121$12,668-$2,547-$2,547
235. VANGUARD SHORT TERM BNDP2016-01-012019-07-24$18,906$18,802$104$104
2185. CHEVRONP2000-01-032019-07-22$266,841$243,187$23,654$23,654
Capital Gain Dividends$4,751
FieldValueIRS element (for citing)
Capital Gain Net Income$26,100CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$138NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,013AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$262,813NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04190DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,010AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$222,114NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02706DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,969AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$162,860NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04279DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,480AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$116,745NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.01268DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$9,759NetVlNoncharitableAssetsYr5Amt
Total Distribution0.124430TotalDistributionRt
Average Distribution0.024886AverageDistributionRt
Net Vl Noncharitable Assets$544,539NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,551AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$386NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,937AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,077QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$773InvestmentIncomeExciseTaxAmt
Subtotal$773SubtotalAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$778TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WADE WALLINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2819609636PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14022 SPRUCE VALLEY DRAddressLine1Txt
CityKINGWOODCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77345ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUBY O WALLINGER
4022 SPRUCE VALLEY DRKINGWOODTX77345PRESIDENT/DIREC1.00$0
WADE A WALLINGER
4022 SPRUCE VALLEY DRKINGWOODTX77345SEC./TREAS/DIRE2.00$0
GINGER KLASNICH
SIN-5 CHEVRON SINGAPORE POUCHSAN RAMONCA94583Director0.10$0
GUY DAYVAULT
2923 FOUR PINES DRIVEKINGWOODTX77345Director0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$549,038AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$552,831TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$552,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$544,539NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Total Tax$773TotalTaxAmt
Distributable Before Adj$26,454DistributableBeforeAdjAmt
Distributable Before Ded$26,454DistributableBeforeDedAmt
Distributable As Adjusted$26,454DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,077ExpensesAndContributionsAmt
Qualifying Distributions$13,077QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,077AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,454DistributableAsAdjustedAmt
Undistributed Income PY$12,612UndistributedIncomePYAmt
Qualifying Distributions$13,077QualifyingDistributionsAmt
Applied To Year1$12,612AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$465AppliedToCurrentYearAmt
Undistributed Income CY$25,989UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUBY O WALLINGERContributingManagerNm
Contributing ManagerWADE A WALLINGERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HUMBLE NOON LIONS CLUB
PO BOX 6181KINGWOODTX77325PCCHARITABLE$60
YMCA OF GREATER HOUSTON
2600 N LOOP W FWY 300HOUSTONTX77092PCCHARITABLE$5,000
EAST HOUSTON FCA
8847 WEST SAM HOUSTON PKWY NHOUSTONTX77040PCCHARITABLE$675
SPECIAL OLYMPICS TEXAS
1804 RUTHERFORD LANEAUSTINTX78754PCCHARITABLE$500
NEW HORIZONS OF NW FL
10050 HILLVIEW DRPENSACOLAFL32514PCCHARITABLE$1,000
HOLY COMFORTER SCHOOL
1901 Woodland Hills DriveKINGWOODTX77339PCCHARITABLE$3,092
THE VILLAGE
3819 PLUM VALLEY DRKINGWOODTX77339PCCHARITABLE$2,500
PEDAL WITH PETE
PO BOX 1233WORTHINGTONOH43085PCCHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,077TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,530RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,100RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,646RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,646TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3411LineNumberTxt
Relationship StatementALL INVESTMENT ACTIVITIES ARE INTENDED TO GROW THE FOUNDATIONS ASSET LEVELS IN ORDER TO INCREASE CHARITABLE CONTRIBUTIONS DURING THE FOUNDATIONS EXISTENCE.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WADE A WALLINGER
14022 SPRUCE VALLEY DRKINGWOODTX77345$50,023Yes (X)
RUBY O WALLINGER
24402 SPRUCE VALLEY DRKINGWOODTX77345$50,022Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesORGANIZATIONAL COSTSAmortizedExpensesDesc
Acquired Completed Or Expended2014-01-01AcquiredCompletedOrExpendedDt
Amortized$1,063AmortizedAmt
Deduction For Prior Years$357DeductionForPriorYearsAmt
Current Year Amortization$66CurrentYearAmortizationAmt
Total Amortization$423TotalAmortizationAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY-2761470CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$557,374BookValueAmt
EOYFMV$627,133EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$706BOYBookValueAmt
EOY Book Value$640EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$66
INVESTMENT EXPENSES$3,359
POSTAGE$4

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
WADE WALLINGER
4022 SPRUCE VALLEY DRKINGWOODTX77345
RUBY WALLINGER
4022 SPRUCE VALLEY DRKINGWOODTX77345

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAXES$331
US TAXES$155

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