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WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION (EIN 20-4808454)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201643199349101189
Schema version
2015v2.1
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)
Return2016-11-14T11:40:51-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA A BUCKNERPreparerPersonNm
PTINP01201396PTIN
Phone4326875577PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,319,013FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,013InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,013InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$818,490DividendsRevAndExpnssAmt
Dividends Net Invst Incm$818,490DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,256,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,585,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,256,386CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,680,891OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,680,891OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,756,780TotalRevAndExpnssAmt
Total Net Invst Incm$5,756,780TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$263,019CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$197,264CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$65,755CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,575PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,575PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,164LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$873LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$291LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,525AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$230,137OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$172,603OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$57,534OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$259,714TaxesRevAndExpnssAmt
Taxes Net Invst Incm$193,714TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$43,638DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$43,638DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$10,580TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,580TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$627,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$627,433OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,446,960TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,256,205TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$124,755TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,060,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,060,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,507,460TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,256,205TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,185,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,249,320ExcessRevenueOverExpensesAmt
Net Investment Income$4,500,575NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,292,181CashBOYAmt
Cash EOY$518,208CashEOYAmt
Cash EOYFMV$518,208CashEOYFMVAmt
Other Investments BOY$32,648,167OtherInvestmentsBOYAmt
Other Investments EOY$35,710,459OtherInvestmentsEOYAmt
Other Investments EOYFMV$38,282,118OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$636,129LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$110,643LandBldgEquipAccumDeprecAmt
Land BOY$541,413LandBOYAmt
Land EOY$525,486LandEOYAmt
Land EOYFMV$551,187LandEOYFMVAmt
Other Assets BOY$3,036,175OtherAssetsBOYAmt
Other Assets EOY$3,013,143OtherAssetsEOYAmt
Other Assets EOYFMV$6,967,500OtherAssetsEOYFMVAmt
Total Assets BOY$37,517,936TotalAssetsBOYAmt
Total Assets EOY$39,767,296TotalAssetsEOYAmt
Total Assets EOYFMV$46,319,013TotalAssetsEOYFMVAmt
Accounts Payable BOY$210AccountsPayableBOYAmt
Accounts Payable EOY$252AccountsPayableEOYAmt
Total Liabilities BOY$210TotalLiabilitiesBOYAmt
Total Liabilities EOY$252TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$39,393,146CapitalStockBOYAmt
Capital Stock EOY$39,393,146CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,875,420RetainedEarningBOYAmt
Retained Earning EOY$373,898RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,517,726TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,767,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,517,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,767,296TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,517,726TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,249,320ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,767,046SubtotalAmt
Other Decreases$2OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,767,044TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS SHORT TERM SEE SCHEDULE ATTACHEDP$27,631$28,417-$786-$786
UBS LONG TERM SEE SCHEDULE ATTACHEDP$6,363,007$5,301,131$1,061,876$1,061,876
RIGHT OF WAY SALESP$13,403$13,403$13,403
SHARE OF SAN JUAN GOLD MINEP$10,000$10,000$10,000
ALPHA KEYS WP XIP$4,316$4,316$4,316
CAPITAL GAINS DIVIDENDSP$1,167,577$1,167,577$1,167,577
FieldValueIRS element (for citing)
Capital Gain Net Income$2,256,386CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,454,434AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$46,890,012NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052344DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,046,937AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,866,076NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050089DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,985,419AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$35,803,152NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055454DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,041,185AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,675,218NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032871DistributionYr4Rt
Adjusted Qlfy Distri Yr5$241,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,523,688NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.016594DistributionYr5Rt
Total Distribution0.207352TotalDistributionRt
Average Distribution0.041470AverageDistributionRt
Net Vl Noncharitable Assets$46,455,064NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,926,492AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45,006NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,971,498AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,185,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$45,006InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,006SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,006TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$69,777EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$69,777TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$24,771OverpaymentAmt
Applied To ES Tax$24,771AppliedToESTaxAmt
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 (7 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$129,362$8,430$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$2,000$0$0
TOM MOORE
403 N MARIENFELDMIDLANDTX79701EXEC. DIRECTOR/PRESIDENT20.00$241,019$6,575$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$38,872,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$771,654AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,518,687FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,162,502TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,162,502AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$707,438CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,455,064NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,322,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,322,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,006TaxBasedOnInvestmentIncomeAmt
Total Tax$45,006TotalTaxAmt
Distributable Before Adj$2,277,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,277,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,277,747DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,185,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,185,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$45,006PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,140,249AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,277,747DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$8,245ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,245TotalExcessDistributionCyovAmt
Qualifying Distributions$2,185,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,185,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,245ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,245ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$84,247UndistributedIncomeCYAmt
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 (101 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADULT PROTECTIVE SERVICES
PO BOX 5905MIDLANDTX79704PUBLIC CHARITYOPERATING EXPENSES$10,000
ALZHEIMER'S ASSOCIATION GREATER W TEXAS
4400 N BIG SPRING C-32MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSES$15,000
AMERICAN DIABETES ASSOCIATION
3001 N BIG SPRING STE 104MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSES$3,000
AMERICAN RED CROSS
PO BOX 60310MIDLANDTX79711PUBLIC CHARITYOPERATING EXPENSE$15,000
APHASIA CENTER OF WEST TEXAS
5214 THOMASON DRMIDLANDTX79703PUBLIC CHARITYOPERATING EXPENSES$15,000
BE THE CHANGE - PERMIAN BASIN
PO BOX 52643MIDLANDTX79710PUBLIC CHARITYOPERATING EXPENSE$2,500
BIG BROTHERS BIG SISTERS OF MIDLAND TX
714 W LOUISIANAMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$10,000
BLIND CHILDREN'S LEARNING CENTER
18542-B VANDERLIP AVESANTA ANACA92705PUBLIC CHARITYOPERATING EXPENSE$15,000
BOYS AND GIRLS CLUB OF MIDLAND
PO BOX 284MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$20,000
BOYS AND GIRLS CLUB OF ODESSA
800 EAST 13TH STODESSATX79761PUBLIC CHARITYOPERATING EXPENSES$15,000
BRITE DIVINITY SCHOOL
TCU BOX 298130FORT WORTHTX76129PUBLIC CHARITYOPERATING EXPENSE$25,000
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423PUBLIC CHARITYOPERATING EXPENSE$50,000
BUCKNER FOUNDATION
PO BOX 50872MIDLANDTX79710PUBLIC CHARITYOPERATING EXPENSES$30,000
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708PUBLIC CHARITYOPERATING EXPENSE$122,000
CAL FARLEY'S BOYS RANCH
PO BOX 1890AMARILLOTX79174PUBLIC CHARITYOPERATING EXPENSE$50,000
CAMP FIRE
810 WEST WALLMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$30,000
CANDLELIGHT RANCH
PO BOX 26367AUSTINTX78755PUBLIC CHARITYOPERATING EXPENSE$25,000
CARRIE TINGLEY HOSPITAL FOUNDATION
PO BOX 25424ALBUQUERQUENM87125PUBLIC CHARITYOPERATING EXPENSE$10,000
CASA DE AMIGOS
1101 EAST GARDEN LANEMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$25,000
CENTER FOR CHILDREN AND FAMILIES
1004 N BIG SPRING ST SUITE 325MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSES$15,000
CHRIS DAVIDSON OPPORTUNITY PARK
5700 BRIARWOODMIDLANDTX79707PUBLIC CHARITYOPERATING EXPENSES$10,000
COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN
PO BOX 10532MIDLANDTX79711PUBLIC CHARITYOPERATING EXPENSES$18,000
COMMUNITY AND SENIOR SERVICES OF MIDLAND
3301 SINCLAIREMIDLANDTX79707PUBLIC CHARITYOPERATING EXPENSE$35,000
COMMUNITY CHILDREN'S CLINIC
PO BOX 3328MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$10,000
CTX ABILITY SPORTS
1422 SAINT LEGER STREETPFLUGERVILLETX78634PUBLIC CHARITYOPERATING EXPENSES$25,000
EL RENO PUBLIC SCHOOL FOUNDATION INC
PO BOX 356EL RENOOK73036PUBLIC CHARITYOPERATING EXPENSE$10,000
ELLEN NOEL ART MUSEUM OF THE PB
4909 E UNIVERSITY BLVDODESSATX79762PUBLIC CHARITYOPERATING EXPENSE$5,000
FAMILY PROMISE OF MIDLAND
3500 N A STREET 1400MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSES$20,000
FORT STOCKTON HISTORICAL SOCIETY
301 S MAIN STFORT STOCKTONTX79735PUBLIC CHARITYOPERATING EXPENSE$2,500
FRIENDS OF LIVING DESERT
PO BOX 100CARLSBADNM88220PUBLIC CHARITYOPERATING EXPENSES$10,000
GIRL SCOUTS OF THE DESERT SOUTHWEST
5217 N DIXIEODESSATX79762PUBLIC CHARITYOPERATING EXPENSE$10,000
HARMONY HOME CHILDREN'S ADVOCACY CENTER
PO BOX 3087ODESSATX79760PUBLIC CHARITYOPERATING EXPENSES$5,000
HELPING HANDS OF MIDLAND
1301 BRINSON LNMIDLANDTX79703PUBLIC CHARITYOPERATING EXPENSES$10,000
HIGH SKY CHILDREN'S RANCH
8701 W COUNTY ROAD 60MIDLANDTX79707PUBLIC CHARITYOPERATING EXPENSE$25,000
I-20 WILDLIFE PRESERVE
PO BOX 2906MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSES$10,000
JONI AND FRIENDS
30009 LADYFACE CTAGOURA HILLSCA91301PUBLIC CHARITYOPERATING EXPENSES$25,000
JULIETTE FOWLER HOMES INC
1234 ABRAMS RDDALLASTX75214PUBLIC CHARITYOPERATING EXPENSE$10,000
JUNIOR ACHIEVEMENT OF WEST TEXAS
306 W WALL ST STE 827MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSES$7,500
KELSEY LOGAN ANGEL FUND
PO BOX 5072MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$25,000
LEE HIGH SCHOOL THEATRE BOOSTER CLUB
415 W WALL ST STE 208MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSES$5,000
LONESTAR SPCA
4200 N FAIRGROUNDS RDMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
MAKE A WISH FOUNDATION WEST TEXAS
407 N BIG SPRINGMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$15,000
MANOR PARK
2208 N LOOP 250 WMIDLANDTX79707PUBLIC CHARITYOPERATING EXPENSES$50,000
MARC
2701 NORTH A STMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$25,000
MARFA EDUCATION FOUNDATION
PO BOX 660MARFATX79843PUBLIC CHARITYOPERATING EXPENSE$12,000
MEALS FOR THE ELDERLY
310 E HOUSTON HARTESAN ANGELOTX76903PUBLIC CHARITYOPERATING EXPENSE$15,000
MEALS ON WHEELS OF LUBBOCK
2304 34TH STLUBBOCKTX79411PUBLIC CHARITYOPERATING EXPENSE$25,000
MEALS ON WHEELS OF ODESSA
PO BOX 15ODESSATX79760PUBLIC CHARITYOPERATING EXPENSE$15,000
MIDLAND CHILDREN'S REHABILITATION CENTER
802 VENTURAMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
MIDLAND COLLEGE
3600 N GARFIELDMIDLANDTX79705PUBLIC CHARITYSCHOLARSHIP FUND$10,000
MIDLAND COMMUNITY THEATRE INC
2000 WEST WADLEYMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSES$10,000
MIDLAND MEMORIAL FOUNDATION
400 ROSALIND REDFERN GROVER PWYMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSES$15,000
MIDLAND NEED TO READ INC
1709 W WALL STMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$12,000
MIDLAND RAPE CRISIS & CHILDRENS ADVOCACY CENTER
PO BOX 10081MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$10,000
MIDLAND SHARED SPACES
PO BOX 430MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$10,000
MIDLAND-ODESSA SYMPHONY & CHORALE
3100 LAFORCE BLVDMIDLANDTX79711PUBLIC CHARITYOPERATING EXPENSE$10,000
MIDLANDODESSA AREA AIDS SUPPORT
214 W TEXAS AVE 903MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$5,000
MISSION CENTER ADULT DAY SERVICES
3500 N A ST SUITE 1300MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$20,000
MUSCULAR DYSTROPHY ASSOCIATION
600 N MARIENFELD 840MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$5,000
MUSEUM OF THE DESERT SOUTHWEST
PO BOX 174CRANETX79731PUBLIC CHARITYOPERATING EXPENSE$10,000
MUSEUM OF THE SOUTHWEST
1705 W MISSOURI AVEMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$8,000
NONPROFIT MANAGEMENT CENTER
3500 N A ST SUITE 2300MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
ODESSA COLLEGE FOUNDATION
201 W UNIVERSITYODESSATX79764PUBLIC CHARITYSCHOLARSHIP FUND$20,000
PALMER DRUG ABUSE PROGRAM
1208 WEST WALL STMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$5,000
PARTNERSHIPS FOR CHILDREN
PO BOX 204444AUSTINTX78720PUBLIC CHARITYOPERATING EXPENSE$35,000
PERMIAN BASIN AREA FOUNDATION
200 N LORAINE ST STE 500MIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$110,000
PERMIAN BASIN HONOR FLIGHT
PO BOX 52890MIDLANDTX79710PUBLIC CHARITYOPERATING EXPENSE$10,000
PERMIAN BASIN REHABILITATION CENTER
620 N ALLEGHANEY AVEODESSATX79761PUBLIC CHARITYOPERATING EXPENSE$10,000
RECORDING LIBRARY OF WEST TEXAS
3500 N A STMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
ROCK THE DESERT MINISTRIES INC
10 DESTA DR SUITE LL 170MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
RODEO AUSTIN STAR OF TX FAIR AND RODEO
9100 DECKER LAKE RDAUSTINTX78724PUBLIC CHARITYOPERATING EXPENSE$32,000
SAFE PLACE OF THE PERMIAN BASIN
PO BOX 11331MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$40,000
SALVATION ARMY MIDLAND CORPS
300 S BAIRDMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$100,000
SAMARITAN COUNSELING CENTER OF WEST TEXAS
PO BOX 60132MIDLANDTX79711PUBLIC CHARITYOPERATING EXPENSE$10,000
SAMMYS HOUSE
2415 TWIN OAKS DRAUSTINTX78757PUBLIC CHARITYOPERATING EXPENSE$25,000
SAN ANGELO AREA FOUNDATION
221 S IRVING STSAN ANGELOTX76903PUBLIC CHARITYOPERATING EXPENSE$25,000
SHARE WEST TEXAS
3500 N A ST SUITE 2200MIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$25,000
SPECIAL OLYMPICS TEXAS PB AREA 18
7715 CHEVY CHASE DR 120AUSTINTX78752PUBLIC CHARITYOPERATING EXPENSE$20,000
SPRINGBOARD CENTER
200 CORPORATEMIDLANDTX79705PUBLIC CHARITYOPERATING EXPENSE$10,000
STEPHENS COLLEGE
PO BOX 2006COLUMBIAMO65215PUBLIC CHARITYOPERATING EXPENSE$10,000
TEEN CHALLENGE OF THE PERMIAN BASIN
PO BOX 251MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$10,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FT WORTHTX76129PUBLIC CHARITYOPERATING EXPENSE$50,000
TEXAS LIONS CAMP
PO BOX 290247KERRVILLETX78029PUBLIC CHARITYOPERATING EXPENSE$10,000
TEXAS TECH INSTITUTIONAL ADVANCEMENT
PO BOX 41081LUBBOCKTX79409PUBLIC CHARITYOPERATING EXPENSE$25,000
TEXAS TECH UNIVERSITY HEALTH SCIENCES
800 W 4TH STODESSATX79763PUBLIC CHARITYOPERATING EXPENSE$100,000
THE CRISIS CENTER
910-B SOUTH GRANTODESSATX79761PUBLIC CHARITYOPERATING EXPENSES$10,000
THE GENESIS CENTER
2800 W LOUISIANAMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSES$20,000
THE HALEY MEMORIAL LIBRARY
1805 W INDIANA AVEMIDLANDTX79701PUBLIC CHARITYOPERATING EXPENSE$5,000
THE LILAH SMITH SAFE HOUSE
401 N GILLISFORT STOCKTONTX79735PUBLIC CHARITYOPERATING EXPENSE$25,000
THE SUNSHINE HOUSE
205 E SUL ROSS AVEALPINETX79830PUBLIC CHARITYOPERATING EXPENSE$10,000
THINK TOGETHER
2101 E 4TH BLDG B 2NDSANTA ANACA92705PUBLIC CHARITYOPERATING EXPENSE$8,000
UNITED WAY OF LEA COUNTY
320 N SHIPP SUITE BHOBBSNM88240PUBLIC CHARITYOPERATING EXPENSE$15,000
UNITED WAY OF ODESSA
PO BOX 632ODESSATX79760PUBLIC CHARITYOPERATING EXPENSE$25,000
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250AUSTINTX78767PUBLIC CHARITYOPERATING EXPENSE$10,000
UNIVERSITY OF TEXAS PERMIAN BASIN
4901 EAST UNIVERSITYODESSATX79762PUBLIC CHARITYOPERATING EXPENSE$5,000
WARD COUNTY GREATER WORKS
112 E SEALYMONAHANSTX79756PUBLIC CHARITYOPERATING EXPENSE$25,000
WARD COUNTY SENIOR CITIZENS CENTER
205 E 4TH STMONAHANSTX79756PUBLIC CHARITYOPERATING EXPENSE$10,000
WEST TEXAS FOOD BANK
PO BOX 4242ODESSATX79760PUBLIC CHARITYOPERATING EXPENSE$75,000
WEST TEXAS JAZZ SOCIETY
PO BOX 10832MIDLANDTX79702PUBLIC CHARITYOPERATING EXPENSE$3,000
WEST TEXAS PUBLIC RADIO
2000 E 42ND ST SUITE C-193ODESSATX79762PUBLIC CHARITYOPERATING EXPENSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,060,500TotalGrantOrContriPdDurYrAmt
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$1,013ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$818,490ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,680,891ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,256,386ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,756,780ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,756,780TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,700Amt
Net Investment Income$3,525NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,175DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 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$8,523SL39.000000000000$1,538$0
FURNITURE AND EQUIPMENT2010-07-01$942$888200DB5.000000000000$54$0
FURNITURE AND EQUIPMENT2012-03-01$31,741$8,930200DB7.000000000000$1,983$0
OFFICE BUILDING2012-03-01$517,547$37,046SL39.000000000000$13,270$0
FURNITURE AND EQUIPMENT2012-07-01$16,951$6,034200DB5.000000000000$976$0
FURNITURE AND EQUIPMENT2015-08-12$776200DB7.000000000000$443$0
COMPUTER2015-01-21$3,902200DB5.000000000000$2,341$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS EQUITY FUNDSAT COST$17,644,931$19,247,546
UBS BOND FUNDSAT COST$5,525,140$5,356,010
UBS OTHER INVESTMENT FUNDSAT COST$12,238,532$13,347,229
UBS PARTNERSHIP INVESTMENTAT COST$301,856$331,333

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 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$10,061$49,939
FURNITURE AND EQUIPMENT$942$942$0
FURNITURE AND EQUIPMENT$31,741$26,784$4,957
OFFICE BUILDING$517,547$50,316$467,231
FURNITURE AND EQUIPMENT$16,951$15,486$1,465
FURNITURE AND EQUIPMENT$776$443$333
COMPUTER$3,902$2,341$1,561

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,164LegalFeesAmt
Net Investment Income$873NetInvestmentIncomeAmt
Disbursements Charitable Prps$291DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OIL & GAS ROYALTY PROPERTIES$6,558,250$6,558,250$6,967,500
ACCUMULATED DEPLETION-$3,537,225-$3,560,257$0
ORGANIZATION COSTS$15,150$15,150

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$2Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$368$368$0
INSURANCE$530$530$0
OFFICE SUPPLIES$216$216$0
REPAIRS & MAINTENANCE$2,815$2,815$0
SOFTWARE AND COMPUTER EXP$13,531$13,531$0
TELEPHONE$119$119$0
ADMINISTRATION FEES$311,497$311,497$0
DATA PROCESSING$6,776$6,776$0
OTHER OIL & GAS ROYALTY EXP$268,056$268,056$0
CONTRACT LABOR$475$475$0
BLACK RIVER EXPENSE$1,618$1,618$0
FILING FEES$191$191$0
ALPHA KEYS BRASIL PORTFOLIO EXPENSE$7,946$7,946$0
ALPHA KEYS WP XI PORTFOLIO EXPENSE$7,623$7,623$0
ALPHA KEYS BRASIL ROYALTY EXPENSE$32$32$0
ALPHA KEYS BRASIL ORDINARY LOSS$2,849$2,849$0
ALPHA KEYS BRASIL PARTNERSHIP EXPENSE$2,791$2,791$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL AND GAS ROYALTIES$1,741,865$1,741,865$1,741,865
OIL LEASE BONUS INCOME$514,068$514,068$514,068
MISC. INVESTMENT INCOME$423,726$423,726$423,726
ALPHA KEYS BRASIL FUND-$14-$14-$14
BLACK RIVER$1,125$1,125$1,125
ALPHA KEYS WP XI$115$115$115
ALPHA KEYS WP XI$6$6$6

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$230,137$172,603$57,534
$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 INCOME TAX$66,000$0$0
AD VALOREM TAX$24,452$24,452$0
ROYALTY PRODUCTION TAX$111,728$111,728$0
STATE TAXES$46,708$46,708$0
PAYROLL TAXES$10,826$10,826$0

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