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KLUCK FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KLUCK FOUNDATION INC (EIN 20-0358645)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201542269349100304
Schema version
2014v5.0
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)
Return2015-08-13T11:37:14-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALLEN G BAYER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1408 FOREST STAddressLine1Txt
CityYOAKUMCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200358645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KLUCK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKLUCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 69AddressLine1Txt
CityYOAKUMCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARLAN WEBERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3612932352PhoneNum
Signature2015-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN BAYERPreparerPersonNm
PTINP01216865PTIN
Phone3617413564PhoneNum
Preparation2015-08-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,511,350FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,762,972ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,523InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,523InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8,523InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$439DividendsRevAndExpnssAmt
Dividends Net Invst Incm$439DividendsNetInvstIncmAmt
Dividends Adj Net Incm$439DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$2,051GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$2,051GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$2,051GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$2,051NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$9,597NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,597CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$9,597NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$470,765OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$128,801OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$128,801OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,254,347TotalRevAndExpnssAmt
Total Net Invst Incm$149,411TotalNetInvstIncmAmt
Total Adj Net Incm$149,411TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$3,704OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,704OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,704OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,704TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,704TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,704TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,704TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,250,643ExcessRevenueOverExpensesAmt
Net Investment Income$145,707NetInvestmentIncomeAmt
Adjusted Net Income$145,707AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$691CashBOYAmt
Cash EOY$1,563,280CashEOYAmt
Cash EOYFMV$1,563,280CashEOYFMVAmt
Corporate Stock EOY$1,584,652CorporateStockEOYAmt
Corporate Stock EOYFMV$1,521,967CorporateStockEOYFMVAmt
Other Assets BOY$173,557OtherAssetsBOYAmt
Other Assets EOY$426,103OtherAssetsEOYAmt
Other Assets EOYFMV$426,103OtherAssetsEOYFMVAmt
Total Assets BOY$174,248TotalAssetsBOYAmt
Total Assets EOY$3,574,035TotalAssetsEOYAmt
Total Assets EOYFMV$3,511,350TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$174,248UnrestrictedBOYAmt
Unrestricted EOY$3,574,035UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$174,248TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,574,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$174,248TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,574,035TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$174,248TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,250,643ExcessRevenueOverExpensesAmt
Other Increases$1,149,144OtherIncreasesAmt
Subtotal$3,574,035SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,574,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property415137 UNITS KINDER MORGAN ENERGYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-06-15AcquiredDt
Sold2014-12-03SoldDt
Gross Sales Price$42,278GrossSalesPriceAmt
Cost Or Other Basis$32,681CostOrOtherBasisAmt
Gain Or Loss$9,597GainOrLossAmt
Gains Minus Excess Or Losses$9,597GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,597CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,597NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$1,624,663NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,457NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,457AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,914InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,914SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,914TaxBasedOnInvestmentIncomeAmt
Tax Due$2,914TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksGARLAN WEBERIndividualWithBooksNm
Phone3612932352PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 69AddressLine1Txt
CityYOAKUMCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES J KVINTA
P O BOX 242YOAKUMTX77995DIRECTOR0.10$0$0$0
DR WILLIAM MOEHLMAN
208 WALNUTYOAKUMTX77995DIRECTOR0.10$0$0$0
GARLAN WEBER
P O BOX 69YOAKUMTX77995DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,060,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$589,261AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,649,404TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,649,404AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,741CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,624,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,233MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,233MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,914TaxBasedOnInvestmentIncomeAmt
Total Tax$2,914TotalTaxAmt
Distributable Before Adj$78,319DistributableBeforeAdjAmt
Distributable Before Ded$78,319DistributableBeforeDedAmt
Distributable As Adjusted$78,319DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,319DistributableAsAdjustedAmt
Undistributed Income CY$78,319UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$439ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,523ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$2,051ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,597ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescANNUNITYDesc
Related Or Exempt Function Incm$470,765RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,610ExclusionAmt
Related Or Exempt Function Incm$470,765RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$491,375TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementANNUNITY PROCEEDS CONTRIBUTED TO FOUNDATIONRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANNIE LEOLA KLUCK ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1405 KENT STAddressLine1Txt
CityYOAKUMCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,762,972TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyBLUE BELL CREAMERIES LP PARTNERSHIP INTERESTNoncashPropertyDesc
Fair Market Value$426,103FairMarketValueAmt
Received2014-06-15ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LINCOLN FINANCIAL INVESTMENT$1,325,437$1,325,437
INVESTMENT PROFESSIONALS ACCT$259,215$196,530

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CSV LIFE INSINVESTMENTS$173,557$0$0
INVESTMENT-BLUE BELL CREAMERIES LP$0$426,103$426,103

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP K-1 EXPENSESDesc
Revenue And Expenses Per Books$3,704RevenueAndExpensesPerBooksAmt
Net Investment Income$3,704NetInvestmentIncomeAmt
Adjusted Net Income$3,704AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GREAT AM LIFE INS CO ANNUNITY$75,844$33,880$33,880
LINCOLN NATL LIFE ANNUNITY$394,710$94,710$94,710
PARTNERSHIP K-1 INCOME$211$211$211

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
LIFE INSURANCE PROCEEDS$1,142,666
PARTNERSHIP NET EXPENSES$6,478

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonESTATE OF ANNIE LEOLA KLUCKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 KENT STAddressLine1Txt
CityYOAKUMCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd

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