BETA

MONTY MILLER LIVING LEGACY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MONTY MILLER LIVING LEGACY FOUNDATION (EIN 75-2941956)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-12
IRS object ID
202622249349100507
Schema version
2025v4.1
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)
Return2026-08-12T09:42:28-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752898506PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY LIGHT & RIDLEY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11117 65TH DRAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79412ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752941956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MONTY MILLER LIVING LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone8067472542PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16008 75TH PLAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79424ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY LIGHTPersonNm
Person TitlePRESPersonTitleTxt
Phone8067472542PhoneNum
Signature2026-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY LIGHTPreparerPersonNm
PTINP00477027PTIN
Phone8067472542PhoneNum
Preparation2026-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,367,296FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$18,147InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,147InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,819DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,819DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,061NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$663,976GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,165CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$178,476OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$178,476OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$268,503TotalRevAndExpnssAmt
Total Net Invst Incm$241,607TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$13,545TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,545TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$19,545TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,545TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$389,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$389,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$408,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,545TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$389,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$140,042ExcessRevenueOverExpensesAmt
Net Investment Income$222,062NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,745CashBOYAmt
Cash EOY$27,989CashEOYAmt
Cash EOYFMV$27,989CashEOYFMVAmt
Other Nts And Loans Rcvbl$142,276OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$168,700OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$142,276OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$142,276OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$673,487CorporateStockBOYAmt
Corporate Stock EOY$604,588CorporateStockEOYAmt
Corporate Stock EOYFMV$1,197,031CorporateStockEOYFMVAmt
Total Assets BOY$908,932TotalAssetsBOYAmt
Total Assets EOY$774,853TotalAssetsEOYAmt
Total Assets EOYFMV$1,367,296TotalAssetsEOYFMVAmt
Deferred Revenue BOY$80,459DeferredRevenueBOYAmt
Deferred Revenue EOY$86,422DeferredRevenueEOYAmt
Total Liabilities BOY$80,459TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,422TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$828,473RetainedEarningBOYAmt
Retained Earning EOY$688,431RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$828,473TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$688,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$908,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$774,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$828,473TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$140,042ExcessRevenueOverExpensesAmt
Subtotal$688,431SubtotalAmt
Tot Net Ast Or Fund Balances EOY$688,431TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$23,165CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,908NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,087InvestmentIncomeExciseTaxAmt
Subtotal$3,087SubtotalAmt
Tax Based On Investment Income$3,087TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$135EsPenaltyAmt
Tax Due$3,222TaxDueAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY LIGHTIndividualWithBooksNm
Phone8067472542PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16008 75TH PLAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79424ZIPCd
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
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GARY LIGHT
6008 75TH PLLUBBOCKTX79424PRES005.00$0
CHRIS BOST
18803 CR 2300LUBBOCKTX79423VP000.00$0
QUENCY LIGHT
6008 75TH PLLUBBOCKTX79424SEC000.00$0
KYLE PURDUE
6719 6TH STLUBBOCKTX79416DIR000.00$0
ANNA PURDUE
6719 6TH STLUBBOCKTX79416DIR000.00$0
SAMANTHA BOST
18803 CR 2300LUBBOCKTX79423DIR000.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF ORGANIZATIONS PROVIDING ASSISTANCE TO LOW-INCOME AND OTHER NEEDY INDIVIDUALS AND FAMILIESDescription1Txt
Expenses1$98,000Expenses1Amt
Description2SUPPORT OF INSTITUTIONAL CHILDRENS' HOMES, SR CITIZENS CENTERS AND VETERANS ORGANIZATIONSDescription2Txt
Expenses2$77,000Expenses2Amt
Description3SUPPORTING CHURCHES AND PARA-CHURCH ORGANIZATIONS WITH THEIR OPERATIONAL NEEDS TO ALLOW THEM TO FURTHER THE GOSPEL OF JESUS CHRISTDescription3Txt
Expenses3$214,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,197,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$155,788FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,400,496TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,400,496AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,007CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,379,489NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,974MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,974MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,087TaxBasedOnInvestmentIncomeAmt
Total Tax$3,087TotalTaxAmt
Distributable Before Adj$65,887DistributableBeforeAdjAmt
Distributable Before Ded$65,887DistributableBeforeDedAmt
Distributable As Adjusted$65,887DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$389,000ExpensesAndContributionsAmt
Qualifying Distributions$389,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,887DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$86,674ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$87,981ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$157,531ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$463,029ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$372,516ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,167,731TotalExcessDistributionCyovAmt
Qualifying Distributions$389,000QualifyingDistributionsAmt
Applied To Current Year$65,887AppliedToCurrentYearAmt
Remaining Distri From Corpus$323,113RemainingDistriFromCorpusAmt
Total Corpus$1,490,844TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$86,674ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,404,170ExcessDistriCyovToNextYrAmt
Excess From Year4$87,981ExcessFromYear4Amt
Excess From Year3$157,531ExcessFromYear3Amt
Excess From Year2$463,029ExcessFromYear2Amt
Excess From Year1$372,516ExcessFromYear1Amt
Excess From Current Year$323,113ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGARY LIGHT PRESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16008 75TH PLAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79424ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8067735195RecipientPhoneNum
Form And Info And MaterialsMEMO OR LETTER OF REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTIOCH MINISTRIES
505 N 5TH STWACOTX76707NCSUPPORT$5,000
APOSTOLOS
4614 PLYMOUTH WAYMISSOURI CITYTX77459NCSUPPORT$5,000
BACKYARD MISSION
8205 QUINCY AVELUBBOCKTX79424NCSUPPORT$2,500
BUCKNER CHILDRENS HOME
600 N PEARL STDALLASTX75201NCSUPPORT$5,000
BURKHART CENTER FOR AUTISM
BOX 45017LUBBOCKTX79409NCSUPPORT$5,000
CHURCH OF THE NATIONS
5902 11TH PLLUBBOCKTX79416NCSUPPORT$1,000
CROSSVIEW CHRISTIAN CAMP
BOX 288DICKENSTX79229NCSUPPORT$5,000
CRU
7320 78TH STLUBBOCKTX79424NCSUPPORT$6,000
EAST-WEST MINISTRIES
2001 W PLANO PRWYPLANOTX75075NCSUPPORT$5,000
FOCUS ON THE FAMILY
BOX 219382KANSAS CITYMO64121NCSUPPORT$10,000
FREEDOM IN JESUS MINISTRIES
BOX 939LEVELLANDTX79336NCSUPPORT$5,000
GO TEN MINISTRIES
4111 S DARLINGTONTULSAOK74135NCSUPPORT$2,000
HIGH POINT VILLAGE
6223 CR 6300LUBBOCKTX79416NCSUPPORT$5,000
LIVING STONE CHURCH
BOX 176BROOMFIELDCO80020NCSUPPORT$10,000
CORNERSTONE CHURCH
14431 BRAYTON DRANCHORAGEAK99507NCSUPPORT$2,500
LUBBOCK CHILDRENS HOME
BOX 2848LUBBOCKTX79408NCSUPPORT$5,000
LUBBOCK DREAM CENTER
1111 30TH STLUBBOCKTX79411NCSUPPORT$5,000
MALTA FARMS
13908 FM 400SLATONTX79364NCSUPPORT$5,000
NAVIGATORS
BOX 6027ALBERT LEAMN56007NCSUPPORT$110,000
NEW HOPE CHURCH
10701 INDIANA AVELUBBOCKTX79423NCSUPPORT$10,000
PAULS PROJECT
BOX 523891LUBBOCKTX79453NCSUPPORT$12,000
LEGACY OF FAITH
BOX 53850LUBBOCKTX79453NCSUPPORT$2,500
SAMARITANS PURSE
BOX 3000BOONENC28607NCSUPPORT$10,000
TEXAS GIRLS AND BOYS RANCH
BOX 5665LUBBOCKTX79408NCSUPPORT$55,000
THE COMMUNITY FNDN OF WEST TEXAS
6102 82ND STLUBBOCKTX79424NCSUPPORT$5,750
THE FORGE
5854 111TH STLUBBOCKTX79424NCSUPPORT$5,000
THE PARENTING COTTAGE
3818 50TH STLUBBOCKTX79413NCSUPPORT$2,500
WRENCH IT FORWARD
7412 80TH STLUBBOCKTX79424NCSUPPORT$70,000
MISSION TO THE WORLD
1600 NORTH BROWN RDLAWRENCEVILLEGA30043NCSUPPORT$5,000
WORD OF LIFE
PO BOX 600SCHROON LAKENY12870NCSUPPORT$5,250
THE BRIDGE OF LUBBOCK
1117 65TH DRLUBBOCKTX79412NCSUPPORT$5,000
LUBBOCK POLICE FOUNDATION
1000 MAIN STLUBBOCKTX79401NCSUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$389,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNET MINERAL ROYALTIESDesc

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
13CONTRIBUTIONS AND RETURN OR EARNINGS ON INVESTMENTS ARE USED TO SUPPORT THE NEEDS OF
13THE UNDERPRIVILEDGED AND TO SPREAD THE GOSPEL OF JESUS CHRIST

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)
CategoryCLR CPACategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
Property2006 CHEVY VANPropertyDesc
Acquired2006-01-01AcquiredDt
Cost Or Other Basis$26,923CostOrOtherBasisAmt
Prior Year Depreciation$25,048PriorYearDepreciationAmt
Computation MethodMACRSComputationMethodTxt
Life0000000005.000000000000LifeRt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EQUITIES AT MML2025-01P2025-12$360,725$373,212-$12,487
EQUITIES AT MML2024-01P2025-12$280,086$240,703$39,383

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMASS MUTUAL EQUITY FUNDSStockNm
EOY Book Value$604,588EOYBookValueAmt
EOYFMV$1,197,031EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMINERAL ROYALTY INCOMEDesc
Revenue And Expenses Per Books$178,476RevenueAndExpensesPerBooksAmt
Net Investment Income$178,476NetInvestmentIncomeAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Balance DueBalanceDueAmtInterestInterestRtConsideration FMVConsiderationFMVAmt
TX ALLIANCE FINANCIAL SERV
$82,4210000000000.050000000000$4,750
STEVE JONES
$59,8550000000000.050000000000$323,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise Tax$5,178$5,178
Royalty Severance Tax$8,298$8,298
Property Tax$69$69

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.