ALAN AND RUBY RIEDEL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALAN AND RUBY RIEDEL FOUNDATION (EIN 31-1520973)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201201339349100100
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T21:31:13-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Nowotny LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5309 Huisache St | AddressLine1 |
| City | Bellaire | City |
| State | TX | State |
| ZIP Code | 77401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311520973 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan and Ruby Riedel Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALAN | NameControl |
| Phone | 7134645071 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alan Riedel | Name |
| Title | President | Title |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Nowotny CPA | Name |
| Phone | 7132064964 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 731524 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 12 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14610 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14610 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14610 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 94 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 94 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 94 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 94 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 3558 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3558 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 3558 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 18274 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18274 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 18274 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1840 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1840 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1840 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 3152 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 494 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 494 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 2951 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2951 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 2951 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 7943 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5285 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 5285 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30443 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5285 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 5285 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12169 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12989 | NetInvestmentIncome |
| Adjusted Net Income | 12989 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12674 | CashBOY |
| Cash EOY | 15199 | CashEOY |
| Cash EOYFMV | 15199 | CashEOYFMV |
| Receivables From Officers EOY | 202 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 202 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 612771 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 406143 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 547656 | InvestmentsCorpStockEOYFMV |
| Investments Other EOY | 168467 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 168467 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 625445 | TotalAssetsBOY |
| Total Assets EOY | 590011 | TotalAssetsEOY |
| Total Assets EOYFMV | 731524 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1494 | AccountsPayableBOY |
| Total Liabilities BOY | 1494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 623951 | RetainedEarningsBOY |
| Retained Earnings EOY | 590011 | RetainedEarningsEOY |
| Total Net Assets BOY | 623951 | TotalNetAssetsBOY |
| Total Net Assets EOY | 590011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 625445 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 590011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 623951 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12169 | ExcessOfRevenueOverExpenses |
| Subtotal | 611782 | Subtotal |
| Other Decreases | 21771 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 590011 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PASS THROUGH GAIN FROM K-1 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-01-01 | DateAcquired |
| Date Sold | 2011-01-01 | DateSold |
| Gross Sales Price | 94 | GrossSalesPrice |
| Gain Or Loss | 94 | GainOrLoss |
| Gains Minus Excess Or Losses | 94 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 94 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 94 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 587262 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04376 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16300 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 302120 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05395 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52119 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 396506 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.13145 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 79200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 534730 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.14811 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53675 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 534040 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.10051 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.47778 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09556 | AverageDistributionRatio |
| Net Noncharitable Assets | 722930 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69080 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 130 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 69210 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 260 | InvestmentIncomeExciseTax |
| Subtotal | 260 | Subtotal |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Tax Due | 260 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan Riedel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7134645071 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Amy Riedel Bone | ||||||
| 12123 Pinerock | Houston | TX | 77024 | Director | 1.00 | 0 |
| John Riedel | ||||||
| 606 Stoneleigh | Houston | TX | 77079 | Director | 1.00 | 0 |
| Ralph Riedel | ||||||
| 720 Brooke Road | Wayne | PA | 19087 | Director | 1.00 | 0 |
| Ruby Riedel | ||||||
| 4 Heritage Court | Houston | TX | 77024 | Vice Pres. | 1.00 | 0 |
| Alan Riedel | ||||||
| 4 Heritage Court | Houston | TX | 77024 | President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 716123 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17816 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 733939 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 733939 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11009 | CashDeemedCharitable |
| Net Noncharitable Assets | 722930 | NetNoncharitableAssets |
| Minimum Investment Return | 36147 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36147 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Total Tax | 260 | TotalTax |
| Distributable Amount Before Adj | 35887 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 35887 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 35887 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22500 | ExpensesAndContributions |
| Qualifying Distributions | 22500 | QualifyingDistributions |
| Adj Qualifying Distributions | 22500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35887 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 27458 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 52829 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 32583 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1488 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 114358 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22500 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 13387 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 13387 | ExcessDistriCyovAppliedCY |
| Total Corpus | 100971 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 14071 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 86900 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 52829 | ExcessFromYear4 |
| Excess From Year3 | 32583 | ExcessFromYear3 |
| Excess From Year2 | 1488 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ruby Riedel | ContributingManager |
| Contributing Manager | Alan Riedel | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUND OF MT VERNON KNOX C | |||||||
| 1 SOUTH MAIN STREET | MOUNT VERNON | OH | 43050 | NONE | PUBLIC | SCHOLARSHIP PROGRAM | $5,000 |
| THE PHILADELPHIA ORCHESTRA | |||||||
| 260 S BROAD STREET 16TH FLOOR | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | EDUCATIONAL PURPOSES | $2,500 |
| THE OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45702 | NONE | 501(C)(3) | EDUCATIONAL PURPOSES | $2,500 |
| TREES FOR HOUSTON | |||||||
| PO BOX 270477 | HOUSTON | TX | 77277 | NONE | 501(C)(3) | NATURE CONSERVANCY | $1,500 |
| CHAPELWOOD UNITED METHODIST CHURCH | |||||||
| 11140 GREENBAY | HOUSTON | TX | 77024 | NONE | CHURCH | RELIGIOUS PURPOSES | $3,500 |
| MEMORIAL DRIVE PRESBYTERIAN CHURCH | |||||||
| 11612 MEMORIAL DRIVE | HOUSTON | TX | 77024 | NONE | CHURCH | RELIGIOUS PURPOSES | $3,000 |
| CITIZENS FOR ANIMAL PROTECTION | |||||||
| 17555 KATY FREEWAY | HOUSTON | TX | 77094 | NONE | 501(C)(3) | PREVENTION OF CRUELTY TO ANIMALS | $1,000 |
| STRATFORD HIGH SCHOOL | |||||||
| 11612 Memorial Drive | HOUSTON | TX | 77024 | NONE | PUBLIC CH | EDUCATIONAL PURPOSES | $1,000 |
| CHILDREN AT RISK | |||||||
| 1100 Louisiana Street 5050 | Houston | TX | 77002 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| LIFEHOUSE OF HOUSTON | |||||||
| PO BOX 21127 | HOUSTON | TX | 77227 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| Areola Church | |||||||
| 24757 Evergreen Mills Road | Dulles | VA | 20166 | NONE | CHURCH | RELIGIOUS PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,610 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,558 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $94 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,274 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18274 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $1,840 | Amount |
| Net Investment Income | 1840 | NetInvestmentIncome |
| Adjusted Net Income | 1840 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PTP suspended loss-Oneok Partners | $19,857 |
| PTP suspended loss-Boardwalk Pipeline Partners | $1,885 |
| Non-Deductible Partnership Expensesnon | $29 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Cost Depletion - Cross TImbers Royalty | 2880 | 2880 | 2880 |
| Admin Expenses - Cross Timbers Royalty T | 71 | 71 | 71 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 3558 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3558 | NetInvestmentIncome |
| Adjusted Net Income | 3558 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Severance Taxes - Cross Timbers Royalty | $494 | 494 | 494 |
| Excise Tax -2010 Form 990-PF | $2,658 |