KLUCK FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KLUCK FOUNDATION INC (EIN 20-0358645)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201612249349101016
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T15:08:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474479424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN G BAYER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 FOREST ST | AddressLine1Txt |
| City | YOAKUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77995 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200358645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLUCK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLUC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 69 | AddressLine1Txt |
| City | YOAKUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77995 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARLAN WEBER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3612932352 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN BAYER | PreparerPersonNm |
| PTIN | P01216865 | PTIN |
| Phone | 3617413564 | PhoneNum |
| Preparation | 2016-08-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,349,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,275 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $160 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,756 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,756 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,041 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,041 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,041 | GrossRentsAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,600 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,600 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,600 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $134,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,557 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,557 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,730 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,914 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,914 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $111,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,309 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $111,309 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $115,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $115,953 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $115,953 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,563,280 | CashBOYAmt |
| Cash EOY | $1,487,764 | CashEOYAmt |
| Cash EOYFMV | $1,487,764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $103,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,584,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,610,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,454,634 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $426,103 | OtherAssetsBOYAmt |
| Other Assets EOY | $303,787 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $303,787 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,574,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,505,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,349,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,574,035 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,505,723 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,574,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,505,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,574,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,505,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,574,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,616 | OtherIncreasesAmt |
| Subtotal | $3,505,723 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,505,723 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $1,624,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,479,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,807 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | GARLAN WEBER | IndividualWithBooksNm |
| Phone | 3612932352 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 69 | AddressLine1Txt |
| City | YOAKUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77995 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES J KVINTA | ||||||||
| P O BOX 242 | YOAKUM | TX | 77995 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WILLIAM MOEHLMAN | ||||||||
| 208 WALNUT | YOAKUM | TX | 77995 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| GARLAN WEBER | ||||||||
| P O BOX 69 | YOAKUM | TX | 77995 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,861,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,670,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,532,571 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,532,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,479,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,979 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $173,979 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,807 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,807 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $95,807 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,319 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,807 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,319 | AppliedToYear1Amt |
| Applied To Current Year | $17,488 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $156,491 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOAKUM VOLUNTEER FIRE DEPT | |||||||
| P O BOX 101 | YOAKUM | TX | 77995 | NONE | PC | FIRE TRUCK & EQUIPMENT | $42,807 |
| YOAKUM COMMUNITY HOSPITAL | |||||||
| 1200 CARL RAMERT DR | YOAKUM | TX | 77995 | NONE | PC | ASSISTANCE | $28,500 |
| M C JAMISON YOUTH CENTER | |||||||
| P O BOX 431 | YOAKUM | TX | 77995 | NONE | PC | ASSISTANCE | $500 |
| AMBASSADORE FOR CHRIST OF TX | |||||||
| P O BOX 327 | YOAKUM | TX | 77995 | NONE | PC | ASSISTANCE | $3,500 |
| UTSA | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PC | 2 SCHOLARSHIPS | $5,000 |
| TEXAS AM | |||||||
| P O BOX 30016 | COLLEGE STATION | TX | 77842 | NONE | PC | SCHOLARSHIPS | $5,000 |
| TEXA STATE TECHICAL COLLEGE | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF TEXAS | |||||||
| 100 W DEAN KEATON STE 3 | AUSTIN | TX | 78712 | NONE | PC | SCHOLARSHIP | $2,500 |
| UNIVERSAL TECHNICAL INSTITUTE | |||||||
| 721 LOCKHAVEN DR | HOUSTON | TX | 77073 | NONE | PC | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF HOUSTON | |||||||
| 3007 N BEN WILSON ST | VICTORIA | TX | 77901 | NONE | PC | SCHOLARSHIP | $2,500 |
| YOAKUM FOOD BANK | |||||||
| P O BOX 69 | YOAKUM | TX | 77995 | NONE | PC | ASSISTANCE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,807 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,756 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,041 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD PARTNERSHIP INC | Desc |
| Related Or Exempt Function Incm | $7,600 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,600 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,557 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNIE LEOLA KLUCK ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 KENT ST | AddressLine1Txt |
| City | YOAKUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77995 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,275 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,730 | Amt |
| Net Investment Income | $1,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,730 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LINCOLN FINANCIAL INVESTMENT | $1,343,963 | $1,343,963 |
| INVESTMENT-INVESTMENT PROF | $266,774 | $110,671 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT-BLUE BELL CREAMERIES LP | Desc |
| BOY Book Value | $426,103 | BOYBookValueAmt |
| EOY Book Value | $303,787 | EOYBookValueAmt |
| EOYFMV | $303,787 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARTNERSHIP K-1 EXPENSES | $111,266 | $111,266 | $111,266 | $0 |
| OFFICE SUPPLIES | $43 | $43 | $43 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $7,600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,600 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ADJUSTMENT | Desc |
| Amt | $8,616 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF ANNIE LEOLA KLUCK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 KENT ST | AddressLine1Txt |
| City | YOAKUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77995 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENTS | CategoryTxt |
| Amt | $2,914 | Amt |
| Net Investment Income | $2,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,914 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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