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WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION (EIN 20-4808454)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349102686
Schema version
2017v2.3
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)
Return2018-11-14T15:36:02-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonTOM MOOREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4326828695PhoneNum
Signature2018-11-13SignatureDt
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)
IP2018-11-13IPDt
IP Tm16:35:58IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7E1694BDF61476E9DAC3023483AD9F3C41E6A468AtSubmissionCreationDeviceId
At Submission Filing Device Id26544A615E54557A3FF34F0F0906D1C3140F07BFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,557,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$222,962ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,839InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,839InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,150,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,150,270DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,382,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,419,364GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,382,182CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,958,574OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,958,574OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,715,827TotalRevAndExpnssAmt
Total Net Invst Incm$5,492,865TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$446,696CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$290,352CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$156,344CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$7,826PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,087PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,739PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,122LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,329LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,793LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,559AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,916AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$296,280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$192,582OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$103,698OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$292,665TaxesRevAndExpnssAmt
Taxes Net Invst Incm$184,929TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,736TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$60,580DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$60,580DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,602TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,511TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,091TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$972,634OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$972,166OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$468OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,090,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,715,095TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$275,785TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,653,084ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,653,084ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,743,964TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,715,095TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,928,869TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$971,863ExcessRevenueOverExpensesAmt
Net Investment Income$3,777,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$144,842CashBOYAmt
Cash EOY$231,312CashEOYAmt
Cash EOYFMV$231,312CashEOYFMVAmt
Sav And Temp Cash Invst BOY$860,613SavAndTempCashInvstBOYAmt
Other Investments BOY$42,652,894OtherInvestmentsBOYAmt
Other Investments EOY$44,459,121OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,268,367OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$636,498LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$146,087LandBldgEquipAccumDeprecAmt
Land BOY$507,566LandBOYAmt
Land EOY$490,411LandEOYAmt
Land EOYFMV$586,221LandEOYFMVAmt
Other Assets BOY$2,728,609OtherAssetsBOYAmt
Other Assets EOY$2,692,469OtherAssetsEOYAmt
Other Assets EOYFMV$11,472,000OtherAssetsEOYFMVAmt
Total Assets BOY$46,894,524TotalAssetsBOYAmt
Total Assets EOY$47,873,313TotalAssetsEOYAmt
Total Assets EOYFMV$65,557,900TotalAssetsEOYFMVAmt
Accounts Payable BOY-$2,315AccountsPayableBOYAmt
Accounts Payable EOY-$2,231AccountsPayableEOYAmt
Total Liabilities BOY-$2,315TotalLiabilitiesBOYAmt
Total Liabilities EOY-$2,231TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$39,693,147CapitalStockBOYAmt
Capital Stock EOY$39,916,108CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,203,692RetainedEarningBOYAmt
Retained Earning EOY$7,959,436RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,896,839TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,875,544TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,894,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,873,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,896,839TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$971,863ExcessRevenueOverExpensesAmt
Other Increases$7,091OtherIncreasesAmt
Subtotal$47,875,793SubtotalAmt
Other Decreases$249OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$47,875,544TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ALPHA KEYS WP XIP$71-$71-$71
ALPHA KEYS WP XIP$34,134$34,134$34,134
UBS LONG TERM CAPITAL LOSSP$37,111-$37,111-$37,111
UBS CAPITAL GAINS DIVIDENDSP$1,385,230$1,385,230$1,385,230
FieldValueIRS element (for citing)
Capital Gain Net Income$1,382,182CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,168,961AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$45,503,157NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047666DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,140,249AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$46,455,064NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046071DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,454,434AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$46,890,012NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052344DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,046,937AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$40,866,076NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050089DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,985,419AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$35,803,152NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055454DistributionYr5Rt
Total Distribution0.251624TotalDistributionRt
Average Distribution0.050325AverageDistributionRt
Net Vl Noncharitable Assets$61,727,388NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,106,431AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37,778NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,144,209AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,928,869QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75,555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$75,555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$75,555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$67,530EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$57,470ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$125,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$49,445OverpaymentAmt
Applied To ES Tax$49,445AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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$176,798$0$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$2,000$0$0
TOM MOORE
403 N MARIENFELDMIDLANDTX79701EXEC. DIRECTOR/PRESIDENT20.00$265,404$4,177$0
KAREN MOORE
403 N MARIENFELDMIDLANDTX79701DIRECTOR26.00$63,426$22,744$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$50,124,297AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$483,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,059,787FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,667,399TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,667,399AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$940,011CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,727,388NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,086,369MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,086,369MinimumInvestmentReturnAmt
Tax Based On Investment Income$75,555TaxBasedOnInvestmentIncomeAmt
Total Tax$75,555TotalTaxAmt
Distributable Before Adj$3,010,814DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,010,814DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,010,814DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,928,869ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,928,869QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,928,869AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,010,814DistributableAsAdjustedAmt
Undistributed Income PY$7,962UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,928,869QualifyingDistributionsAmt
Applied To Year1$7,962AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,920,907AppliedToCurrentYearAmt
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$89,907UndistributedIncomeCYAmt
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 (124 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADULT PROTECTIVE SERVICES
PO BOX 5905MIDLANDTX79704PCOPERATING EXPENSES$10,000
AGAPE COUNSELING SERVICES OF WEST TEXAS
3500 N A STMIDLANDTX79705PCOPERATING EXPENSE$10,000
AMERICAN RED CROSS
PO BOX 60310MIDLANDTX79711PCOPERATING EXPENSES$15,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703PCOPERATING EXPENSES$15,000
BIG BROTHERS BIG SISTERS OF MIDLAND TX
714 W LOUISIANAMIDLANDTX79701PCOPERATING EXPENSES$10,000
BLIND CHILDREN'S LEARNING CENTER
18542-B VANDERLIP AVESANTA ANACA92705PCOPERATING EXPENSES$15,000
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$55,000
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423PCOPERATING EXPENSES$10,000
BUCKNER FOUNDATION
PO BOX 50872MIDLANDTX79710PCOPERATING EXPENSES$30,000
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708PCOPERATING EXPENSES$140,000
CAL FARLEY'S BOYS RANCH
PO BOX 1890AMARILLOTX79174PCOPERATING EXPENSES$10,000
CAMP FIRE
810 WEST WALLMIDLANDTX79701PCOPERATING EXPENSES$30,000
CANDLELIGHT RANCH
PO BOX 26367AUSTINTX78755PCOPERATING EXPENSES$50,000
CARRIE TINGLEY HOSPITAL FOUNDATION
PO BOX 25424ALBUQUERQUENM87125PCOPERATING EXPENSES$15,000
CASA DE AMIGOS
1101 EAST GARDEN LANEMIDLANDTX79701PCOPERATING EXPENSES$25,000
CENTER FOR CHILDREN AND FAMILIES
1004 N BIG SPRING ST SUITE 325MIDLANDTX79701PCOPERATING EXPENSES$15,000
CITY OF BIG SPRING
113 E 3RD STREETBIG SPRINGTX79720PCOPERATING EXPENSE$10,000
COMMEMORATIVE AIR FORCE
PO BOX 62000MIDLANDTX79711PCOPERATING 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
CRANE COUNTY HISTORICAL COMMISSION
PO BOX 398CRANETX79731PCOPERATING EXPENSE$5,000
EL RENO PUBLIC SCHOOL FOUNDATION INC
PO BOX 356EL RENOOK73036PCOPERATING EXPENSESOPERATING EXPENSE$35,000
FAMILY PROMISE OF MIDLAND
3500 N A ST 1400MIDLANDTX79705PCOPERATING EXPENSE$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
3500 N A ST STE 2600MIDLANDTX79705PCOPERATING EXPENSES$10,000
FOOD PANTRY OF JEFF DAVIS COUNTY
PO BOX 244FORT DAVISTX79734PCOPERATING EXPENSE$10,000
FORT STOCKTON COMMUNITY THEATRE INC
PO BOX 912FORT STOCKTONTX79735PCOPERATING EXPENSE$25,000
FORT STOCKTON HISTORICAL SOCIETY
301 S MAIN STFORT STOCKTONTX79735PCOPERATING EXPENSES$5,000
FRIENDS OF THE LIVING DESERT
PO BOX 100CARLSBADNM88220PCOPERATING EXPENSE$10,000
GEORGE W BUSH CHILDHOOD HOME
PO BOX 8586MIDLANDTX79708PCOPERATING EXPENSE$5,000
GIRL SCOUTS OF THE DESERT SOUTHWEST
5217 N DIXIEODESSATX79762PCOPERATING EXPENSES$10,000
GRAND COMPANIONS HUMANE SOCIETY
PO BOX 1156FT DAVISTX79734PCOPERATING EXPENSES$5,000
GREENWOOD VOLUNTEER FIRE DEPT
2900 SOUTH COUNTY RD 1083MIDLANDTX79706PCOPERATING EXPENSE$15,000
HABITAT FOR HUMANITY
PO BOX 25555MIDLANDTX79702PCOPERATING EXPENSE$10,000
HEROES AND HORSES
PO BOX 35MANHATTANMT59741PCOPERATING EXPENSE$10,000
HIGH SKY CHILDREN'S RANCH
8701 W COUNTY ROAD 60MIDLANDTX79707PCOPERATING EXPENSES$25,000
HISPANIC CULTURE OF MIDLAND
PO BOX 51404MIDLANDTX79710PCOPERATING EXPENSE$10,000
HONOR OUR TROOPS
4044 PENBROOK STODESSATX79762PCOPERATING EXPENSE$5,000
HONOR VETERANS NOW
103 INDUSTRIAL LOOPFREDRICKSBURGTX78624PCOPERATING EXPENSE$10,000
HOSPICE OF MIDLAND
901 W MISSOURIMIDLANDTX79701PCOPERATING EXPENSE$25,000
I-20 WILDLIFE PRESERVE
PO BOX 2906MIDLANDTX79702PCOPERATING EXPENSES$10,000
J FOWLER HOMES - GENERAL ASSEMBLY OF CHRISTIAN CHURCH DISCIPLES OF CHRIST
1234 ABRAMS RDDALLASTX75214PCOPERATING EXPENSES$10,000
JEFF DAVIS COUNTY AMBULANCE SERVICE
PO BOX 1063FORT DAVISTX79734PCOPERATING EXPENSE$25,000
JONI AND FRIENDS
30009 LADYFACE CTAGOURA HILLSCA91301PCOPERATING EXPENSES$50,000
JUNIOR ACHIEVEMENT OF WEST TEXAS INC
306 W WALL SUITE 827MIDLANDTX79701PCOPERATING EXPENSE$10,000
JUNIOR LEAGUE OF MIDLAND
902 WEST DENGARMIDLANDTX79705PCOPERATING EXPENSES$5,000
KELSEY LOGAN ANGEL FUND
PO BOX 5072MIDLANDTX79702PCOPERATING EXPENSES$25,000
LONESTAR SPCA
4200 N FAIRGROUNDS RDMIDLANDTX79705PCOPERATING EXPENSES$10,000
MANOR PARK
2208 N LOOP 250 WMIDLANDTX79707PCOPERATING EXPENSES$85,000
MARC
2701 NORTH A STREETMIDLANDTX79705PCOPERATING EXPENSE$20,000
MARFA EDUCATION FOUNDATION
PO BOX 660MARFATX79843PCOPERATING EXPENSES$12,000
MEALS FOR THE ELDERLY
310 E HOUSTON HARTESAN ANGELOTX76903PCOPERATING EXPENSES$15,000
MEALS ON WHEELS OF AMARILLO
219 W 7TH AVEAMARILLOTX79101PCOPERATING EXPENSE$50,000
MEALS ON WHEELS OF LUBBOCK
2304 34TH STLUBBOCKTX79411PCOPERATING EXPENSES$25,000
MEALS ON WHEELS OF ODESSA
PO BOX 15ODESSATX79760PCOPERATING EXPENSES$15,000
MIDLAND CHILDREN'S REHABILITATION CENTER
802 VENTURAMIDLANDTX79705PCOPERATING EXPENSES$15,000
MIDLAND COLLEGE FOUNDATION
3600 N GARFIELDMIDLANDTX79705PCOPERATING EXPENSES$21,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PCENDOWED SCHOLARSHIP FUND$10,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PCCAMPUS SPEAKER SERIES$10,000
MIDLAND COMMUNITY THEATRE INC
2000 WEST WADLEYMIDLANDTX79705PCOPERATING EXPENSES$12,000
MIDLAND COUNTY PUBLIC LIBRARY FOUNDATION
301 W MISSOURI AVEMIDLANDTX79701PCOPERATING EXPENSES$5,000
MIDLAND HUMANE COALITION
PO BOX 53213MIDLANDTX79710PCOPERATING EXPENSE$5,000
MIDLAND MEMORIAL FOUNDATION
400 ROSALIND REDFERN GROVER PWYMIDLANDTX79701PCOPERATING EXPENSES$10,000
MIDLAND NEED TO READ INC
1709 W WALL STMIDLANDTX79701PCOPERATING EXPENSES$15,000
MIDLAND RAPE CRISIS & CHILDRENS ADVOCACY CENTER
PO BOX 10081MIDLANDTX79702PCOPERATING EXPENSES$10,000
MIDLAND SHARED SPACES
PO BOX 430MIDLANDTX79702PCOPERATING EXPENSE$30,000
MIDLAND-ODESSA SYMPHONY & CHORALE
3100 LAFORCE BLVDMIDLANDTX79711PCOPERATING EXPENSES$10,000
MIDLANDODESSA AREA AIDS SUPPORT
214 W TEXAS AVE 903MIDLANDTX79701PCOPERATING EXPENSES$5,000
MISSION AGAPE
2901 MARANATHA PLACEMIDLANDTX79707PCOPERATING EXPENSES$15,000
MUSCULAR DYSTROPHY ASSOCIATION
600 N MARIENFELD 840MIDLANDTX79701PCOPERATING EXPENSES$10,000
MUSEUM OF THE SOUTHWEST
1705 W MISSOURI AVEMIDLANDTX79701PCOPERATING 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
PALMER DRUG ABUSE PROGRAM
1208 WEST WALL STMIDLANDTX79701PCOPERATING EXPENSES$5,000
PARTNERSHIPS FOR CHILDREN
PO BOX 204444AUSTINTX78720PCOPERATING EXPENSES$35,000
PERMIAN BASIN AREA FOUNDATION
200 N LORAINE ST STE 500MIDLANDTX79701PCOPERATING EXPENSES$10,000
PERMIAN BASIN BOOKIES
PO BOX 5870MIDLANDTX79704PCOPERATING EXPENSE$5,000
PERMIAN BASIN HONOR FLIGHT
PO BOX 52890MIDLANDTX79710PCOPERATING EXPENSE$10,000
PERMIAN BASIN PBS
9600 WRIGHT DRIVEMIDLANDTX79701PCOPERATING EXPENSES$10,000
PERMIAN BASIN REHABILITATION CENTER
620 N ALLEGHANEY AVEODESSATX79761PCOPERATING EXPENSES$10,000
PETS FOR PATRIOTS
218 EAST PARK AVE SUITE 543LONG BEACHNY11561PCOPERATING EXPENSE$10,000
POIEMA FOUNDATION
PO BOX 757ROCKWALLTX75087PCOPERATING EXPENSE$10,000
RECORDING LIBRARY OF WEST TEXAS
3500 N A ST STE 2800MIDLANDTX79705PCOPERATING EXPENSES$10,000
ROCK THE DESERT MINISTRIES INC
10 DESTA DR SUITE LL 170MIDLANDTX79705PCOPERATING EXPENSES$10,000
RODEO AUSTIN STAR OF TX FAIR AND RODEO
9100 DECKER LAKE RDAUSTINTX78724PCOPERATING EXPENSES$58,000
RONALD MCDONALD HOUSE CHARITIES
3413 10TH STREETLUBBOCKTX79415PCOPERATING EXPENSE$25,000
SAFE PLACE OF THE PERMIAN BASIN
PO BOX 11331MIDLANDTX79702PCOPERATING EXPENSES$40,000
SALVATION ARMY MIDLAND CORPS
300 S BAIRDMIDLANDTX79701PCOPERATING EXPENSES$100,000
SAMARITAN COUNSELING CENTER OF WEST TEXAS
PO BOX 60132MIDLANDTX79711PCOPERATING EXPENSES$10,000
SAMMYS HOUSE
2415 TWIN OAKS DRAUSTINTX78757PCOPERATING EXPENSES$31,750
SAN ANGELO AREA FOUNDATION
221 S IRVING STSAN ANGELOTX76903PCOPERATING EXPENSES$10,000
SENIOR LINK MIDLAND
PO BOX 80519MIDLANDTX79708PCOPERATING EXPENSES$35,000
SHARE WEST TEXAS
3500 N A ST SUITE 2200MIDLANDTX79705PCOPERATING EXPENSES$30,000
SONRISE TRAILS
PO BOX 1093SAN ANGELOTX76902PCOPERATING EXPENSE$25,000
SPECIAL OLYMPICS TEXAS PB AREA 18
7715 CHEVY CHASE DR 120AUSTINTX78752PCOPERATING EXPENSES$20,000
ST ANDREWS PRESBYTERIAN MISSION
1708 N FORT WORTHMIDLANDTX79701PCOPERATING EXPENSE$5,000
STEPHENS COLLEGE
PO BOX 2006COLUMBIAMO65215PCOPERATING EXPENSES$10,000
TEXAS CHAPTER PARALYZED VETERANS
2656 SOUTH LOOP WEST SUITE 130HOUSTONTX77054PCOPERATING EXPENSE$25,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FT WORTHTX76129PCOPERATING EXPENSES$145,000
TEXAS TECH INSTITUTIONAL ADVANCEMENT
PO BOX 41081LUBBOCKTX79409PCOPERATING EXPENSES$10,000
TEXAS TECH UNIVERSITY HEALTH SCIENCES
800 W 4TH STODESSATX79763PCOPERATING EXPENSES$95,000
THE CRISIS CENTER
910-B SOUTH GRANTODESSATX79761PCOPERATING EXPENSES$40,000
THE HALEY MEMORIAL LIBRARY
1805 W INDIANA AVEMIDLANDTX79701PCOPERATING EXPENSES$5,000
THE PARAMOUNT ACADEMY FOR THE ARTS
PO BOX 1566AUSTINTX78767PCOPERATING EXPENSE$5,000
THE SPRINGBOARD CENTER
200 CORPORATEMIDLANDTX79705PCOPERATING EXPENSE$60,000
THE SUNSHINE HOUSE
205 E SUL ROSS AVEALPINETX79830PCOPERATING EXPENSES$10,000
THRIVE DC
1525 NEWSTON STREET NWWASHINGTON DCDC20010PCOPERATING EXPENSE$10,000
UNITED WAY OF CARLSBAD & EDDY CO
PO BOX EECARLSBADNM88221PCOPERATING EXPENSE$15,000
UNITED WAY OF LEA COUNTY
320 N SHIPP SUITE BHOBBSNM88240PCOPERATING EXPENSES$15,000
UNITED WAY OF MIDLAND
1209 W WALLMIDLANDTX79701PCOPERATING EXPENSE$30,000
UNITED WAY OF ODESSA
PO BOX 632ODESSATX79760PCOPERATING EXPENSES$15,000
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250AUSTINTX78767PCOPERATING EXPENSES$10,000
UNIVERSITY OF TEXAS PERMIAN BASIN
4901 EAST UNIVERSITYODESSATX79762PCOPERATING EXPENSES$20,000
UNLOCK MINISTRIES
PO BOX 7742MIDLANDTX79708PCOPERATING EXPENSE$5,000
WARD COUNTY GREATER WORKS
112 E SEALYMONAHANSTX79756PCOPERATING EXPENSES$25,000
WARD COUNTY SENIOR CITIZEN CENTER
205 EAST 4TH STREETMONAHANSTX79756PCOPERATING EXPENSE$10,000
WEST TEXAS FOOD BANK
PO BOX 4242ODESSATX79760PCOPERATING EXPENSES$85,000
WEST TEXAS PUBLIC RADIO
2000 E 42ND ST SUITE C-193ODESSATX79762PCOPERATING EXPENSE$10,000
WILL ROGERS MEMORIAL FOUNDATION
PO BOX 2606CLAREMOREOK74018PCOPERATING EXPENSE$5,000
YMCA OF GREATER WILLIAMSON COUNTY
1812 N MAYS STREETROUND ROCKTX78664PCOPERATING EXPENSE$20,000
YOUNG LIFE MIDLAND
925 W WADLEYMIDLANDTX76705PCOPERATING EXPENSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,653,084TotalGrantOrContriPdDurYrAmt
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$1,839ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,150,270ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,958,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,382,182ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,492,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,492,865TotalIncomeProducingActyAmt

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$222,962TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,475Amt
Net Investment Income$3,559NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,916DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (11 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$11,599SL39.000000000000$1,538$0
FURNITURE AND EQUIPMENT2010-07-01$942$942200DB5.000000000000$0$0
FURNITURE AND EQUIPMENT2012-03-01$31,741$12,329200DB7.000000000000$1,416$0
OFFICE BUILDING2012-03-01$517,547$63,586SL39.000000000000$13,270$0
FURNITURE AND EQUIPMENT2012-07-01$16,951$7,987200DB5.000000000000$488$0
FURNITURE AND EQUIPMENT2015-08-12$776$150200DB7.000000000000$68$0
COMPUTER2015-01-21$3,902$1,014200DB5.000000000000$375$0
COMPUTER - PRINTER2008-09-20$369$369200DB5.000000000000$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS EQUITY FUNDSAT COST$21,432,508$27,386,001
UBS BOND FUNDSAT COST$8,371,721$8,452,239
UBS OTHER INVESTMENT FUNDSAT COST$14,251,553$16,945,409
UBS PARTNERSHIP INVESTMENTAT COST$403,339$484,718

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (11 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$13,137$46,863
FURNITURE AND EQUIPMENT$942$942$0
FURNITURE AND EQUIPMENT$31,741$29,616$2,125
OFFICE BUILDING$517,547$76,856$440,691
FURNITURE AND EQUIPMENT$16,951$16,951$0
FURNITURE AND EQUIPMENT$776$606$170
COMPUTER$3,902$3,340$562
COMPUTER - PRINTER$369$369$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,122LegalFeesAmt
Net Investment Income$3,329NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,793DisbursementsCharitablePrpsAmt

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$11,472,000
ACCUMULATED DEPLETION-$3,369,700-$3,413,125$0
ORGANIZATION COSTS$15,150$15,150$0
OIL AND GAS PURCHASER CLEARING-$7,091$194

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ALPHA KEYS WP XI NONDEDUCTIBLE$247
ROUNDING$2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$894$894$0
INSURANCE$1,342$874$468
OFFICE SUPPLIES$736$736$0
REPAIRS & MAINTENANCE$1,172$1,172$0
SOFTWARE AND COMPUTER EXP$521$521$0
ADMINISTRATION FEES$130,424$130,424$0
DATA PROCESSING$2,549$2,549$0
OTHER OIL & GAS ROYALTY EXP$274,340$274,340$0
ALPHA KEYS WP XI PORTFOLIO EXPENSE$8,620$8,620$0
ALPHA KEYS WP XI ROYALTY EXPENSE$83$83$0
ALPHA KEYS BRASIL PARTNERSHIP EXPENSE$8,550$8,550$0
FILING FEES$29$29$0
COURT ORDERED SETTLEMENT PAYMENT$543,374$543,374$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL AND GAS ROYALTIES$2,868,009$2,868,009$2,868,009
OIL LEASE BONUS INCOME$84,383$84,383$84,383
MISC. INVESTMENT INCOME$935$935$935
ALPHA KEYS BRASIL FUND$466$466$466
ALPHA KEYS WP XI$271$271$271
ALPHA KEYS WP XI$4,510$4,510$4,510

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT MADE IN PRIOR YEARDesc
Amt$7,091Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$296,280$192,582$103,698
$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$100,000$0$0
AD VALOREM TAX$8,399$8,399$0
ROYALTY PRODUCTION TAX$161,342$161,342$0
STATE INCOME TAXES$822$822$0
PAYROLL TAXES$22,102$14,366$7,736

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