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WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION (EIN 20-4808454)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349102417
Schema version
2016v3.0
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)
Return2017-11-15T12:52:31-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-15SignatureDt
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)
IP2017-11-15IPDt
IP Tm12:40:01IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7631898C2B7F453E442C7CB43E359A53D9793FD0AtSubmissionCreationDeviceId
At Submission Filing Device Id16CF042F48BED7130FD35BB9B6EF327C34DCCBEBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$52,899,492FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,665InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,665InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$864,564DividendsRevAndExpnssAmt
Dividends Net Invst Incm$864,564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,632,165NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,278,650GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,632,165CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,799,323OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,799,323OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,599,717TotalRevAndExpnssAmt
Total Net Invst Incm$10,299,717TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$278,870CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$181,266CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$97,605CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,910PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,910PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,434LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,237LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,902LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,980AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,532AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,743AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$232,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$151,268OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$81,452OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$181,258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$147,258TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$39,907DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$39,907DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$6,600TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,600TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$635,615OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$635,615OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,392,294TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,175,593TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$182,702TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,077,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,077,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,469,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,175,593TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,260,202TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,129,923ExcessRevenueOverExpensesAmt
Net Investment Income$9,124,124NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$516,235CashBOYAmt
Cash EOY$144,842CashEOYAmt
Cash EOYFMV$144,842CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,973SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$860,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$860,613SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$35,710,459OtherInvestmentsBOYAmt
Other Investments EOY$42,652,894OtherInvestmentsEOYAmt
Other Investments EOYFMV$46,475,285OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$636,498LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$128,932LandBldgEquipAccumDeprecAmt
Land BOY$525,486LandBOYAmt
Land EOY$507,566LandEOYAmt
Land EOYFMV$589,352LandEOYFMVAmt
Other Assets BOY$3,013,143OtherAssetsBOYAmt
Other Assets EOY$2,728,609OtherAssetsEOYAmt
Other Assets EOYFMV$4,829,400OtherAssetsEOYFMVAmt
Total Assets BOY$39,767,296TotalAssetsBOYAmt
Total Assets EOY$46,894,524TotalAssetsEOYAmt
Total Assets EOYFMV$52,899,492TotalAssetsEOYFMVAmt
Accounts Payable BOY$252AccountsPayableBOYAmt
Accounts Payable EOY-$2,315AccountsPayableEOYAmt
Total Liabilities BOY$252TotalLiabilitiesBOYAmt
Total Liabilities EOY-$2,315TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$39,393,146CapitalStockBOYAmt
Capital Stock EOY$39,693,147CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$373,898RetainedEarningBOYAmt
Retained Earning EOY$7,203,692RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$39,767,044TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,896,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,767,296TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,894,524TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,767,044TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,129,923ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$46,896,967SubtotalAmt
Other Decreases$128OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,896,839TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDtSoldSoldDtDepreciationDepreciationAmt
ALPHA KEYS WP XIP$5,775$5,775$5,775
UBS SHORT TERM CAPITAL LOSSES-$221,262-$221,262$221,262
UBS LONG TERM CAPITAL GAINS$525,894$525,894$525,894
UBS CAPITAL GAINS DIVIDENDS$718,506$718,506$718,506
UBS CAPITAL GAINS DIVIDENDS$28,475$28,475$28,475
OIL & GAS ROYALTY INTERESTS BLACK RIVER RANCHD$8,000,000$6,574,777$6,574,777$1,637,7682009-10-012016-11-01$212,545
FieldValueIRS element (for citing)
Capital Gain Net Income$7,632,165CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,140,249AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$46,455,064NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046071DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,454,434AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$46,890,012NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052344DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,046,937AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,866,076NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050089DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,985,419AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$35,803,152NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,041,185AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$31,675,218NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032871DistributionYr5Rt
Total Distribution0.236829TotalDistributionRt
Average Distribution0.047366AverageDistributionRt
Net Vl Noncharitable Assets$45,503,157NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,155,303AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$91,241NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,246,544AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,260,202QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$91,241InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$91,241SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$91,241TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$58,771EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$60,000AppliedToEsTaxAmt
Total Payments And Credits$118,771TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$27,530OverpaymentAmt
Applied To ES Tax$27,530AppliedToESTaxAmt
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
Phone4326827938PhoneNum

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$165,313$9,792$0
ANN MOORE JENSEN
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$4,000$0$0
ELIZABETH JENSEN
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$4,000$0$0
DAUPHEN JACKSON
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$4,000$0$0
MARILYN JACKSON
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$4,000$0$0
KATHLEEN COTTER
403 N MARIENFELDMIDLANDTX79701DIRECTOR2.00$4,000$0$0
TOM MOORE
403 N MARIENFELDMIDLANDTX79701EXEC. DIRECTOR/PRESIDENT20.00$252,870$6,910$0
KAREN MOORE
403 N MARIENFELDMIDLANDTX79701DIRECTOR26.00$53,079$5,631$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$40,153,276AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$633,070AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,409,752FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$46,196,098TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$46,196,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$692,941CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,503,157NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,275,158MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,275,158MinimumInvestmentReturnAmt
Tax Based On Investment Income$91,241TaxBasedOnInvestmentIncomeAmt
Total Tax$91,241TotalTaxAmt
Distributable Before Adj$2,183,917DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,183,917DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,183,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,260,202ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,260,202QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$91,241PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,168,961AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,183,917DistributableAsAdjustedAmt
Undistributed Income PY$84,247UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,260,202QualifyingDistributionsAmt
Applied To Year1$84,247AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,175,955AppliedToCurrentYearAmt
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$7,962UndistributedIncomeCYAmt
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 (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADULT PROTECTIVE SERVICES
PO BOX 5905MIDLANDTX79704PCOPERATING EXPENSES$10,000
AMERICAN RED CROSS
PO BOX 60310MIDLANDTX79711PCOPERATING EXPENSES$15,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703PCOPERATING EXPENSES$15,000
ARTS COUNCIL OF MIDLAND
PO BOX 3494MIDLANDTX79702PCOPERATING EXPENSES$5,000
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$15,000
BRITE DIVINITY SCHOOL
TCU BOX 298130FORT WORTHTX76129PCOPERATING EXPENSES$40,000
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423PCOPERATING EXPENSES$20,000
BUCKNER FOUNDATION
PO BOX 50872MIDLANDTX79710PCOPERATING EXPENSES$30,000
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708PCOPERATING EXPENSES$160,000
CAL FARLEY'S BOYS RANCH
PO BOX 1890AMARILLOTX79174PCOPERATING EXPENSES$20,000
CAMP FIRE
810 WEST WALLMIDLANDTX79701PCOPERATING EXPENSES$20,000
CANDLELIGHT RANCH
PO BOX 26367AUSTINTX78755PCOPERATING EXPENSES$30,000
CARRIE TINGLEY HOSPITAL FOUNDATION
PO BOX 25424ALBUQUERQUENM87125PCOPERATING EXPENSES$15,000
CASA DE AMIGOS
1101 EAST GARDEN LANEMIDLANDTX79701PCOPERATING EXPENSES$20,000
CENTER FOR CHILDREN AND FAMILIES
1004 N BIG SPRING ST SUITE 325MIDLANDTX79701PCOPERATING EXPENSES$15,000
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$10,000
ELLEN NOEL ART MUSEUM OF THE PB
4909 E UNIVERSITY BLVDODESSATX79762PCOPERATING EXPENSES$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
3500 N A ST STE 2600MIDLANDTX79705PCOPERATING EXPENSES$10,000
FORT STOCKTON HISTORICAL SOCIETY
301 S MAIN STFORT STOCKTONTX79735PCOPERATING EXPENSES$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
HELPING HANDS OF MIDLAND
1301 BRINSON LNMIDLANDTX79703PCOPERATING EXPENSES$10,000
HIGH SKY CHILDREN'S RANCH
8701 W COUNTY ROAD 60MIDLANDTX79707PCOPERATING EXPENSES$25,000
I-20 WILDLIFE PRESERVE
PO BOX 2906MIDLANDTX79702PCOPERATING EXPENSES$5,000
J FOWLER HOMES - GENERAL ASSEMBLY OF CHRISTIAN CHURCH DISCIPLES OF CHRIST
1234 ABRAMS RDDALLASTX75214PCOPERATING EXPENSES$10,000
JONI AND FRIENDS
30009 LADYFACE CTAGOURA HILLSCA91301PCOPERATING EXPENSES$50,000
JUNIOR LEAGUE OF MIDLAND
902 WEST DENGARMIDLANDTX79705PCOPERATING EXPENSES$5,000
KELSEY LOGAN ANGEL FUND
PO BOX 5072MIDLANDTX79702PCOPERATING EXPENSES$25,000
LEE HIGH SCHOOL CHOIR BOOSTER CLUB
PO BOX 8473MIDLANDTX79708PCOPERATING EXPENSES$5,000
LONESTAR SPCA
4200 N FAIRGROUNDS RDMIDLANDTX79705PCOPERATING EXPENSES$10,000
MAKE A WISH FOUNDATION WEST TEXAS
407 N BIG SPRINGMIDLANDTX79701PCOPERATING EXPENSES$15,000
MANOR PARK
2208 N LOOP 250 WMIDLANDTX79707PCOPERATING EXPENSES$25,000
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 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$10,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PCENDOWED SCHOLARSHIP FUND$20,000
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 FESTIVAL BALLET
4410 N MIDKIFF STE C-1MIDLANDTX79705PCOPERATING EXPENSES$5,000
MIDLAND MEMORIAL FOUNDATION
400 ROSALIND REDFERN GROVER PWYMIDLANDTX79701PCOPERATING EXPENSES$20,000
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 TEEN COURT INC
615 W MISSOURI AVE 226MIDLANDTX79701PCOPERATING EXPENSES$2,000
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$35,000
MISSION CENTER ADULT DAY SERVICES
3500 N A ST SUITE 1300MIDLANDTX79705PCOPERATING EXPENSES$20,000
MUSCULAR DYSTROPHY ASSOCIATION
600 N MARIENFELD 840MIDLANDTX79701PCOPERATING EXPENSES$10,000
MUSEUM OF THE SOUTHWEST
1705 W MISSOURI AVEMIDLANDTX79701PCOPERATING EXPENSES$10,000
NATIONAL KIDNEY FOUNDATION
5429 LBJ FREEWAY STE 250DALLASTX75240PCOPERATING EXPENSES$5,000
NEW HORIZONS RANCH & CENTER
294 MEDICAL DRABILENETX79601PCOPERATING EXPENSES$15,000
NONPROFIT MANAGEMENT CENTER
3500 N A ST SUITE 2300MIDLANDTX79705PCOPERATING EXPENSES$10,000
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$60,000
PERMIAN BASIN PBS
9600 WRIGHT DRIVEMIDLANDTX79701PCOPERATING EXPENSES$10,000
PERMIAN BASIN REGIONAL COUNCIL ON ALCOHOL & DRUGS
102 EAST 2ND STODESSATX79761PCOPERATING EXPENSES$5,000
PERMIAN BASIN REHABILITATION CENTER
620 N ALLEGHANEY AVEODESSATX79761PCOPERATING EXPENSES$10,000
PERMIAN BASIN-BE THE CHANGE
PO BOX 52643MIDLANDTX79705PCOPERATING EXPENSES$2,500
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$62,000
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$40,000
SAN ANGELO AREA FOUNDATION
221 S IRVING STSAN ANGELOTX76903PCOPERATING EXPENSES$50,000
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
STEPHENS COLLEGE
PO BOX 2006COLUMBIAMO65215PCOPERATING EXPENSES$20,000
SUL ROSS STATE UNIVERSITY
SRSU BOX C-114ALPINETX79832PCOPERATING EXPENSES$25,000
TEEN CHALLENGE OF THE PERMIAN BASIN
PO BOX 251MIDLANDTX79702PCOPERATING EXPENSES$10,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FT WORTHTX76129PCOPERATING EXPENSES$90,000
TEXAS LIONS CAMP
PO BOX 290247KERRVILLETX78029PCOPERATING EXPENSES$10,000
TEXAS TECH INSTITUTIONAL ADVANCEMENT
PO BOX 41081LUBBOCKTX79409PCOPERATING EXPENSES$10,000
TEXAS TECH UNIVERSITY HEALTH SCIENCES
800 W 4TH STODESSATX79763PCOPERATING EXPENSES$91,000
THE CRISIS CENTER
910-B SOUTH GRANTODESSATX79761PCOPERATING EXPENSES$20,000
THE GENESIS CENTER
2800 W LOUISIANAMIDLANDTX79701PCOPERATING EXPENSES$20,000
THE HALEY MEMORIAL LIBRARY
1805 W INDIANA AVEMIDLANDTX79701PCOPERATING EXPENSES$5,000
THE LILAH SMITH SAFE HOUSE
401 N GILLISFORT STOCKTONTX79735PCOPERATING EXPENSES$15,000
THE SUNSHINE HOUSE
205 E SUL ROSS AVEALPINETX79830PCOPERATING EXPENSES$10,000
UNITED WAY OF LEA COUNTY
320 N SHIPP SUITE BHOBBSNM88240PCOPERATING EXPENSES$15,000
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$30,000
WARD COUNTY GREATER WORKS
112 E SEALYMONAHANSTX79756PCOPERATING EXPENSES$25,000
WEST TEXAS FOOD BANK
PO BOX 4242ODESSATX79760PCOPERATING EXPENSES$75,000
WEST TEXAS JAZZ SOCIETY INC
PO BOX 10832MIDLANDTX79702PCOPERATING EXPENSESOPERATING EXPENSE$1,000
WEST TEXAS PUBLIC RADIO
2000 E 42ND ST SUITE C-193ODESSATX79762PCOPERATING EXPENSES$10,000
YOUNG LIFE MIDLAND
925 W WADLEYMIDLANDTX76705PCOPERATING EXPENSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,077,500TotalGrantOrContriPdDurYrAmt
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$3,665ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$864,564ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,799,323ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,632,165ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,299,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,299,717TotalIncomeProducingActyAmt

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$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,980Amt
Net Investment Income$3,532NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,743DisbursementsCharitablePrpsAmt

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$10,061SL39.000000000000$1,538$0
FURNITURE AND EQUIPMENT2010-07-01$942$942200DB5.000000000000$0$0
FURNITURE AND EQUIPMENT2012-03-01$31,741$10,913200DB7.000000000000$1,416$0
OFFICE BUILDING2012-03-01$517,547$50,316SL39.000000000000$13,270$0
FURNITURE AND EQUIPMENT2012-07-01$16,951$7,010200DB5.000000000000$977$0
FURNITURE AND EQUIPMENT2015-08-12$776$55200DB7.000000000000$95$0
COMPUTER2015-01-21$3,902$390200DB5.000000000000$624$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$18,965,383$21,442,752
UBS BOND FUNDSAT COST$10,608,426$10,553,507
UBS OTHER INVESTMENT FUNDSAT COST$12,729,215$14,094,904
UBS PARTNERSHIP INVESTMENTAT COST$349,870$384,122

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$11,599$48,401
FURNITURE AND EQUIPMENT$942$942$0
FURNITURE AND EQUIPMENT$31,741$28,200$3,541
OFFICE BUILDING$517,547$63,586$453,961
FURNITURE AND EQUIPMENT$16,951$16,463$488
FURNITURE AND EQUIPMENT$776$538$238
COMPUTER$3,902$2,965$937
COMPUTER - PRINTER$369$369$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,434LegalFeesAmt
Net Investment Income$3,237NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,902DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OIL & GAS ROYALTY PROPERTIES$6,558,250$6,090,250$4,829,400
ACCUMULATED DEPLETION-$3,560,257-$3,369,700$0
ORGANIZATION COSTS$15,150$15,150
OIL AND GAS PURCHASER CLEARING-$7,091

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescALPHA KEYS WP XI NONDEDUCTIBLEDesc
Amt$128Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$530$530$0
INSURANCE$1,358$1,358$0
OFFICE SUPPLIES$440$440$0
REPAIRS & MAINTENANCE$1,453$1,453$0
SOFTWARE AND COMPUTER EXP$1,063$1,063$0
BANK FEES$84$84$0
ADMINISTRATION FEES$209,559$209,559$0
DATA PROCESSING$5,418$5,418$0
OTHER OIL & GAS ROYALTY EXP$259,764$259,764$0
PETROLEUM CONSULTING SERVICES$136,605$136,605$0
BLACK RIVER ROYALTY EXPENSE$2,000$2,000$0
ALPHA KEYS WP XI PORTFOLIO EXPENSE$8,783$8,783$0
ALPHA KEYS WP XI ROYALTY EXPENSE$59$59$0
ALPHA KEYS BRASIL PARTNERSHIP EXPENSE$8,499$8,499$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL AND GAS ROYALTIES$1,205,101$1,205,101$1,205,101
OIL LEASE BONUS INCOME$213,423$213,423$213,423
MISC. INVESTMENT INCOME$4,226$4,226$4,226
ALPHA KEYS BRASIL FUND-$8-$8-$8
OIL & GAS LEASE BONUS BLACK RIVER$378,900$378,900$378,900
ALPHA KEYS WP XI$173$173$173
ALPHA KEYS WP XI-$2,492-$2,492-$2,492

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$232,720$151,268$81,452
$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$34,000$0$0
AD VALOREM TAX$19,035$19,035$0
ROYALTY PRODUCTION TAX$88,849$88,849$0
STATE INCOME TAXES$28,376$28,376$0
PAYROLL TAXES$10,998$10,998$0

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