STUBBEMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STUBBEMAN FAMILY FOUNDATION (EIN 68-0587962)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202601319349100540
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T08:08:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751056027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDLEY AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2993 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 796042993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680587962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUBBEMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUB | BusinessNameControlTxt |
| Phone | 3256277000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN S MARCUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3256277000 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAYE DAVIS CPA | PreparerPersonNm |
| PTIN | P00277460 | PTIN |
| Phone | 3256776251 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $609,289 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,201 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $3,661 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $12,314 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$8,653 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $160,382 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160,382 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $171,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,238 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,678 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,606 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,627 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $113 | AcctRcvblAmt |
| Acct Rcvbl BOY | $142 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $113 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $113 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,696 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2 | LandEOYAmt |
| Land EOYFMV | $850 | LandEOYFMVAmt |
| Other Assets BOY | $210,936 | OtherAssetsBOYAmt |
| Other Assets EOY | $210,934 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $507,003 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $241,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $609,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $241,911 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $312,360 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,606 | OtherIncreasesAmt |
| Subtotal | $312,360 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 98.524 DOUBLELINE TTL RTRN BND-I | P | 2025-08-22 | 2025-12-15 | $879 | $874 | $5 | $5 |
| 122.618 DOUBLELINE TTL RTRN BND-I | P | 2025-08-22 | 2025-12-15 | $1,094 | $1,088 | $6 | $6 |
| 257 VANGUARD TOTAL BOND MARKET | P | 2025-08-22 | 2025-12-15 | $19,039 | $18,968 | $71 | $71 |
| 310 VANGUARD TOTAL BOND MARKET | P | 2025-08-22 | 2025-12-15 | $22,966 | $22,881 | $85 | $85 |
| 213 VANGUARD SHORT-TERM TREASURY | P | 2025-08-22 | 2025-12-15 | $12,516 | $12,528 | -$12 | -$12 |
| 254 VANGUARD SHORT-TERM TREASURY | P | 2025-08-22 | 2025-12-15 | $14,925 | $14,939 | -$14 | -$14 |
| 8 VANGUARD S/T CORP BOND ETF | P | 2025-08-22 | 2025-09-10 | $639 | $639 | $0 | $0 |
| 154 VANGUARD S/T CORP BOND ETF | P | 2025-08-22 | 2025-12-15 | $12,277 | $12,292 | -$15 | -$15 |
| 183 VANGUARD S/T CORP BOND ETF | P | 2025-08-22 | 2025-12-15 | $14,589 | $14,607 | -$18 | -$18 |
| 59 VANGUARD MORTGAGE-BACKED SEC | P | 2025-08-22 | 2025-12-15 | $2,774 | $2,747 | $27 | $27 |
| 72 VANGUARD MORTGAGE-BACKED SEC | P | 2025-08-22 | 2025-12-15 | $3,385 | $3,352 | $33 | $33 |
| 16 VANGUARD LONG-TERM TREASURY | P | 2025-08-22 | 2025-12-15 | $893 | $890 | $3 | $3 |
| 28 VANGUARD LONG-TERM TREASURY | P | 2025-08-22 | 2025-12-15 | $1,562 | $1,557 | $5 | $5 |
| 7 VANGUARD LONG-TERM TREASURY | P | 2025-09-10 | 2025-12-15 | $391 | $400 | -$9 | -$9 |
| 15 VANGUARD INT-TERM CORPORATE | P | 2025-08-22 | 2025-12-15 | $1,256 | $1,252 | $4 | $4 |
| 18 VANGUARD INT-TERM CORPORATE | P | 2025-08-22 | 2025-12-15 | $1,507 | $1,502 | $5 | $5 |
| WHITE RIVER CLASS ACTION SETTLEMENT | P | 2011-11-11 | 2025-09-18 | $66 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $793 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIRST FINANCIAL TRUST ASSET MGMT | IndividualWithBooksNm |
| Phone | 3256277000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | ABILENE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN STUBBEMAN MARCUS | ||||||||
| PO BOX 701 | ABILENE | TX | 79601 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KARL STUBBEMAN | ||||||||
| PO BOX 701 | ABILENE | TX | 79601 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN LILLEBO | ||||||||
| PO BOX 701 | ABILENE | TX | 79601 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BILL STUBBEMAN | ||||||||
| PO BOX 701 | ABILENE | TX | 79601 | MEMBER | 0.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $507,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $668,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $668,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $658,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,113 | TotalTaxAmt |
| Distributable Before Adj | $30,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,732 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,520 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,774 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,475 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,732 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $230,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,431 | ExcessFromYear4Amt |
| Excess From Year3 | $50,618 | ExcessFromYear3Amt |
| Excess From Year2 | $66,520 | ExcessFromYear2Amt |
| Excess From Year1 | $43,774 | ExcessFromYear1Amt |
| Excess From Current Year | $37,475 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTRAL OREGON ENVIRONMENTAL CENTER | ||||||||
| 16 NW KANSAS AVE | BEND | OR | 97701 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| CENTRAL OREGON LANDWATCH | ||||||||
| 50 SW BOND STREET SUITE 4 | BEND | OR | 97702 | NONE | PC | OPERATING SUPPORT | $7,500 | |
| OREGON DESERT LAND TRUST | ||||||||
| 2843 NW LOLO DRIVE SUITE 200 | BEND | OR | 97703 | NONE | PC | OPERATING SUPPORT | $7,500 | |
| OREGON NATURAL DESERT ASSOCIATION | ||||||||
| 50 SW BOND STREET SUITE 4 | BEND | OR | 97702 | NONE | PC | OPERATING SUPPORT | $7,500 | |
| OREGON WILD | ||||||||
| 5825 N GREELEY | PORTLAND | OR | 97217 | NONE | PC | OPERATING SUPPORT | $7,650 | |
| PERMISSION TO START DREAMING FOUNDATION | ||||||||
| 3733 ROSEDALE ST NW SUITE 100 | GIG HARBOR | WA | 98335 | NONE | PC | OPERATING SUPPORT | $14,149 | |
| TACOMA RESCUE MISSION | ||||||||
| 425 SOUTH TACOMA WAY | TACOMA | WA | 98402 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| THE ARMY EMERGENCY RELIEF | ||||||||
| 2530 CRYSTAL DR STE 13161 13TH | ARLINGTON | VA | 22202 | NONE | PC | OPERATING SUPPORT | $10,000 | FLOOR |
| VOLUNTEERS IN MEDICINE CLINIC | ||||||||
| 2300 NE NEFF RD | BEND | OR | 97702 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,299 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | OPERATING SUPPORT | $1,500 |
| BROTHER WOLF ANIMAL RESCUE | |||||||
| 31 GLENDALE AVE | ASHEVILLE | NC | 28803 | NONE | PC | OPERATING SUPPORT | $7,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217410530 | NONE | PC | OPERATING SUPPORT | $1,500 |
| HOMEWARD BOUND OF WESTERN NORTH CAROLINA | |||||||
| 37 MONTFORD AVE | ASHEVILLE | NC | 28801 | NONE | PC | OPERATING SUPPORT | $7,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | PC | OPERATING SUPPORT | $1,500 |
| MANNA FOOD BANK | |||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | NONE | PC | OPERATING SUPPORT | $7,500 |
| PAWS AND STRIPES | |||||||
| 617 TRUMAN STREET NE | ALBUQUERQUE | NM | 87110 | NONE | PC | OPERATING SUPPORT | $2,500 |
| THE DAVID SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | NONE | PC | OPERATING SUPPORT | $2,500 |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | NONE | PC | OPERATING SUPPORT | $150 |
| SOLDIERS ANGELS | |||||||
| 1355 CENTRAL PKWY S 700 | SAN ANTONIO | TX | 78232 | NONE | PC | OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $34,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,201 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,000 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $160,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $242 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,653 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,653 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,172 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - STOCKS | StockNm |
| EOY Book Value | $10,684 | EOYBookValueAmt |
| EOYFMV | $10,696 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY | CategoryTxt |
| Legal Fees | $1,238 | LegalFeesAmt |
| Net Investment Income | $1,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS INTERESTS | Desc |
| BOY Book Value | $210,936 | BOYBookValueAmt |
| EOY Book Value | $210,934 | EOYBookValueAmt |
| EOYFMV | $507,003 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES - RI | $5,679 | $5,679 | $0 |
| TRUSTEE FEES - GENERAL | $9,214 | $9,214 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $160,382 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $160,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $160,382 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION | Desc |
| Amt | $24,606 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GROSS PRODUCTION TAXES - RI | $7,583 | $7,583 | $0 |
| PROPERTY TAXES - RI | $4,095 | $4,095 | $0 |
| FEDERAL EXCISE TAXES | $1,365 | $0 | $0 |
Comments