ALICE GIST DUNAWAY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALICE GIST DUNAWAY FOUNDATION (EIN 75-1676023)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-22
- IRS object ID
- 202631429349100318
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-22T13:17:25-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833320964 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNELGROOES & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 S FILLMORE ST STE 700 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | 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 | 751676023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE GIST DUNAWAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 8065131210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 S FILLMORE ST SUITE 700 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MARTINEZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8065131210 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA L RUSSELL CPA | PreparerPersonNm |
| PTIN | P00026912 | PTIN |
| Phone | 8065131210 | PhoneNum |
| Preparation | 2026-05-01 | 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 | $517,115 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,214 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,214 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | $360,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $360,538 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $362,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,878 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,878 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $972 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $972 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,000 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,205 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,481 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $54,081 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $54,081 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,699 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $119,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,979 | CashBOYAmt |
| Cash EOY | $164,782 | CashEOYAmt |
| Cash EOYFMV | $164,782 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,833 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets EOYFMV | $166,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $274,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $517,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $274,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $350,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $274,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,081 | OtherIncreasesAmt |
| Subtotal | $352,615 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $350,615 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,384 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,384 | SubtotalAmt |
| Tax Based On Investment Income | $3,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,273 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,273 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,111 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONDA L RUSSELL CPA | BusinessNameLine1Txt |
| Business Name Line2 | SNELGROOES & CO PLLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8065131210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 S FILLMORE STE 700 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY DOTSON | ||||||||
| 502 S POST OAK LANE 114 | HOUSTON | TX | 77056 | PRESIDENT | 2.00 | $10,439 | $0 | $0 |
| SUSAN MARTINEZ | ||||||||
| 10923 ABBEVILLE AVE | LUBBOCK | TX | 79424 | DIRECTOR | 2.00 | $10,439 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS | Description1Txt |
| Expenses1 | $219,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $184,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $166,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $479,106 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $479,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $471,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $219,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $219,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $219,500 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $219,500 | CurrentYearAmt |
| Year1 | $30,000 | Year1Amt |
| Year3 | $189,690 | Year3Amt |
| Total | $439,190 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $219,500 | CurrentYearAmt |
| Year1 | $30,000 | Year1Amt |
| Year3 | $189,690 | Year3Amt |
| Total | $439,190 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,731 | CurrentYearAmt |
| Year1 | $10,465 | Year1Amt |
| Year2 | $9,121 | Year2Amt |
| Year3 | $5,113 | Year3Amt |
| Total | $40,430 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY DOTSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 S POST OAK LANE 114 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8065131210 | RecipientPhoneNum |
| Form And Info And Materials | LETTER SPECIFING PROGRAM OR PROJECT AND INFORMATION ON THE ORGANIZATION INCLUDING MISSION OR PURPOSE AND OTHER ACTIVITIES AND ACCOMPLISHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NON PROFIT ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| LAUNCH GLOBAL | |||||||
| PO BOX 679913 | DALLAS | TX | 75267 | PC | OPERATIONS | $12,000 | |
| MEALS ON WHEELS AMARILLO | |||||||
| 7550 OUTLOOK DR | AMARILLO | TX | 79106 | PC | GENERAL | $17,000 | |
| MEALS ON WHEELS LUBBOCK | |||||||
| 2304 34THST | LUBBOCK | TX | 79411 | PC | GENERAL | $15,000 | |
| LOVE LUBBOCK TRINITY CHURCH | |||||||
| 7002 CANTON AVE | LUBBOCK | TX | 79413 | PC | OPERATIONS | $10,000 | |
| FRIENDS OF TEXAS BOW | |||||||
| PO BOX 121860 | ARLINGTON | TX | 76012 | PC | OPERATIONS | $3,000 | |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | OPERATIONS | $15,000 | |
| DOWNTOWN WOMENS CENTER | |||||||
| 409 SOUTH MONROE | AMARILLO | TX | 79101 | PC | OPERATIONS | $10,000 | |
| TEXAR | |||||||
| 13501 RANCH RD 12 | WIMBERLY | TX | 78676 | PC | OPERATIONS | $8,000 | STE 103 |
| SALVATION ARMY KERVILLE | |||||||
| 2001 HOLDSWORTH DR | KERRVILLE | TX | 78028 | PC | OPERATIONS | $2,000 | |
| EVELINE'S SUNSHINE COTTAGE | |||||||
| PO BOX 50974 | AMARILLO | TX | 79159 | PC | OPERATIONS | $10,000 | |
| SNACK PAC 4 KIDS | |||||||
| 701 PARK PLACE AVE | AMARILLO | TX | 79101 | PC | OPERATIONS, TILLIES PROJECT | $15,000 | |
| HIGH PLAINS FOOD BANK | |||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | PC | OPERATIONS | $15,000 | |
| KAIROS OUTSIDE | |||||||
| PO BOX 65430 | LUBBOCK | TX | 79464 | PC | OPERATIONS | $1,500 | |
| HOPE HEALS | |||||||
| 4279 ROSWELL RD NE | ATLANTA | GA | 30342 | PC | OPERATIONS | $15,000 | STE 208 270 |
| AUSTIN DISASTER RELIEF NETWORK | |||||||
| 12407 N MOPAC EXPY | AUSTIN | TX | 78758 | PC | OPERATIONS | $3,000 | STE 250-116 |
| CASA OF THE SOUTH PLAINS | |||||||
| 4801 S LOOP 289 STE 25 | LUBBOCK | TX | 79424 | PC | OPERATIONS | $15,000 | |
| RISE RESOURCE CONSORTIUM | |||||||
| 230 DEER RIDGE BLVD | ROUND ROCK | TX | 78681 | PC | OPERATIONS | $30,000 | |
| REDEEMER CHURCH | |||||||
| 6520 UNIVERSITY AVE STE 9 | LUBBOCK | TX | 79413 | PC | OPERATIONS | $18,000 | |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PC | OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,214 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $360,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $362,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,752 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST ON INVESTMENTS |
| 7 | OIL & GAS ROYALTIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,205 | Amt |
| Net Investment Income | $6,205 | NetInvestmentIncomeAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $7,000 | LegalFeesAmt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL LEASES | Desc |
| EOYFMV | $166,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $2,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER ROYALTY DEDUCTIONS WITH | $10,699 | $10,699 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS | Desc |
| Revenue And Expenses Per Books | $360,538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $360,538 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPLETION | Desc |
| Amt | $54,081 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAX | $2,884 | $2,884 |
| GROSS PRODUCTION TAXES | $16,597 | $16,597 |