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KLUCK FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KLUCK FOUNDATION INC (EIN 20-0358645)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-13
IRS object ID
202612259349101311
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-13T13:34:20-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474479424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Allen G Bayer CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O Box 309AddressLine1Txt
CityYoakumCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77995ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200358645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KLUCK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GARLAN WEBERInCareOfNm
Business Name ControlKLUCBusinessNameControlTxt
Phone3612932352PhoneNum

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
Signature2026-08-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN BAYERPreparerPersonNm
PTINP01216865PTIN
Phone3612938479PhoneNum
Preparation2026-08-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,670,097FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,160ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$60,119InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$60,119InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$60,119InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$19,292DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,902DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,292DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$2,624GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$2,624GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$2,624GrossRentsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,590NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$7,590CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,778OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,778OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$5,778OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$98,563TotalRevAndExpnssAmt
Total Net Invst Incm$83,013TotalNetInvstIncmAmt
Total Adj Net Incm$87,813TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$4,000CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$8,500AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$3,350OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,350OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,350OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$15,850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,850TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,583ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$222,583ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,433TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,850TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,850TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$222,583TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$139,870ExcessRevenueOverExpensesAmt
Net Investment Income$67,163NetInvestmentIncomeAmt
Adjusted Net Income$71,963AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$94,237CashBOYAmt
Cash EOY$88,707CashEOYAmt
Cash EOYFMV$88,707CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,157,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,163,274SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,163,274SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,589,492CorporateStockBOYAmt
Corporate Stock EOY$1,805,012CorporateStockEOYAmt
Corporate Stock EOYFMV$1,762,236CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$655,880LandBldgEquipCostOrOtherBssAmt
Land BOY$655,880LandBOYAmt
Land EOY$655,880LandEOYAmt
Land EOYFMV$655,880LandEOYFMVAmt
Other Assets BOY$355,407OtherAssetsBOYAmt
Total Assets BOY$3,852,743TotalAssetsBOYAmt
Total Assets EOY$3,712,873TotalAssetsEOYAmt
Total Assets EOYFMV$3,670,097TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,852,743NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,712,873NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,852,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,712,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,852,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,712,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,852,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$139,870ExcessRevenueOverExpensesAmt
Subtotal$3,712,873SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,712,873TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMUTUAL FUNDSPropertyDesc
FieldValueIRS element (for citing)
Capital Gain Net Income$7,590CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$934InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$934SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$934TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,203EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,203TotalPaymentsAndCreditsAmt
Overpayment$269OverpaymentAmt
Applied To ES Tax$269AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12024UndistributedIncomePY1Yr
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
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

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$1,937,701AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,251,973AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$665,880FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,855,554TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,855,554AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$159,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,696,070NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$934TaxBasedOnInvestmentIncomeAmt
Total Tax$934TotalTaxAmt
Distributable Before Adj$183,870DistributableBeforeAdjAmt
Distributable Before Ded$183,870DistributableBeforeDedAmt
Distributable As Adjusted$183,870DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$222,583ExpensesAndContributionsAmt
Qualifying Distributions$222,583QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,870DistributableAsAdjustedAmt
Undistributed Income PY$143,700UndistributedIncomePYAmt
Qualifying Distributions$222,583QualifyingDistributionsAmt
Applied To Year1$143,700AppliedToYear1Amt
Applied To Current Year$78,883AppliedToCurrentYearAmt
Undistributed Income CY$104,987UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VICTORIA COLLEGE
2200 E RED RIVERVICTORIATX77901NONEPCSCHOLARSHIP$16,732
TEXAS A M
P O BOX 30016College StationTX77842NONEPCSCHOLARSHIPS$8,053
TEXAS STATE UNV
601 UNIVERSITY DRSAN MARCOSTX78666NONEPCSCHOLARSHIP$6,500
BLINN COLLEGE
905 COLLEGE AVBrenhamTX77833NONEPCSCHOLARSHIPS$8,500
TX A M-KINGSVILLE
MCS 104KingsvilleTX78363NONEPCSCHOLARSHIPS$11,000
TEAS A M-CORPUS
6300 OCEAN DRCorpus ChristiTX78412NONEPCSCHOLARSHIP$2,000
TX ST TECH COLLEGE
3801 CAMPUS DRWacoTX76705NONEPCSCHOLARSHIP$6,000
YOAKUM CHAMBER OF COMMERCE
P O BOX 591YoakumTX77995NONEPCSUPPORT$3,221
FRIENDS OF LIBRARY
810 FRONT STYOAKUMTX77995NONEPCSUPPORT$8,671
YOAKUM COMM HOSPITAL
12 CARL RAMERT DRYoakumTX77995NONEPCSUPORT$58,612
YOAKUM VFD
P O BOX 101YOAKUMTX77995NONEPCSUPPORT$25,000
DEWITT-LAVACA COOP
402 HUBBARD STYOAKUMTX77995NONEPCSUPPORT$8,794
M C JAMISON YOUTH CENTER
P O BOX 10YOAKUMTX77995NONEPCSUPPORT$30,000
FIRST BAPIST CHURCH PANTY
202 DUNN STYOAKUMTX77995NONEPCSUPPORT$4,000
COASTAL BEND COLLEGE
3800 CHARCO RDBeevilleTX78102NONEPCSCHOLARDSHIP$2,000
SOUTHWEST OK STATE
425 W UNIV BLVDDURANTOK74701NONEPCSCHOLARSHIP$2,000
AND THEN A NEW DAY
610 LLYONS AVESchulenburgTX78956NONEPCSCHOLARSHLIP$2,000
UNIV OF MARY HARDIN-BAYLOR
900 COLLEGE STBELTONTX76513NONEPCSCHOLARSHIP$2,000
HARDIN-SIMMONS UNIV
HSU HOPKINS STABILENETX79698NONEPCSCHOLARSHIP$2,000
WHARTON COUNTY JR COLLEGE
911 GOLING HWYWhartonTX77488NONEPCSCHOLARSHIP$2,000
TEXAS LUTHERAN UNIV
1000 W COURT STSeguinTX78155NONEPCSCHOLARSHIP$2,500
UNIV OF TX-SAN ANTONIO
ONE UTSA CIRCLESan AntonioTX78249NONEPCSCHOLARSHIP$2,500
SAM HOUSTON STATE UNIV
BOX 2273HuntsvilleTX77341NONEPCSCHOLARSHIP$2,000
UNIV OF HOUSTON-VICTORIA
3007 N BEN WILSONVictoriaTX77901NONEPCSCHOLARSHIP$2,000
UNIV TECH INST
721 LOCKHAVEN DRHoustonTX77073NONEPCSCHOLARSHIP$2,000
TX TECH UNIV
BOX 41099LUBBOCKTX79409NONEPCSCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$222,583TotalGrantOrContriPdDurYrAmt
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$60,119ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,292ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
LTD PARTNERSHIP$1,163
OIL ROYALTIES$4,615

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$79,411ExclusionAmt
Related Or Exempt Function Incm$5,778RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,189TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,500Amt
Net Investment Income$8,500NetInvestmentIncomeAmt
Adjusted Net Income$8,500AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonCHARLES J KVINTAPersonNm
Short ExplanationTRUSTEE FEESShortExplanationTxt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonGARLAN WEBERPersonNm
Short ExplanationTRUSTEE FEESShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LINCOLN FINANCIAL INVESTMENT$109,978$109,978
INVESTMENT-LPL FIN$952,894$906,236
OAK ASSOC FUND$11,378$15,260
T ROWE PRICE$120,252$120,252
FRANKLIN TEMPLETON$272,698$272,698
LIMITED PARTNERSHIPS$337,812$337,812

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLANDCategoryOrItemTxt
Cost Or Other Basis$655,888CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$655,888BookValueAmt
EOYFMV$655,880EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID INCOME TAX$1,417$0$0
INVESTMENTBLUE BELL CREAMERIES LP$353,990$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RENT PROPERTY EXPENSES$1,500$1,500$1,500$0
INVESTMENT EXPENSES$58$58$58$0
INCOME TAX$1,204$1,204$1,204$0
PROPERTY TAX$588$588$588$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL ROYALTIES$4,615$4,615$4,615
PARTNERSHIP K-1 INCOME$1,163$1,163$1,163

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