STRATEGY STUDIO / PUBLIC DATA EXPLORER

DKG FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DKG FOUNDATION (EIN 72-1521260)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349100939
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T09:39:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN730794268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOM-DOBSON-WOMACK INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16408 NORTH SANTA FE AVE STE BAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721521260EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DKG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDKGFBusinessNameControlTxt
Phone8327215600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 WESTLAKE DR 12AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEAN B TRUITTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8327215600PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEANPersonFirstNm
Person LastTRUITTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE P GRAHAM CPAPreparerPersonNm
PTINP01215520PTIN
Phone4058420212PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$509,243FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,759NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$206,319GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,759CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$60,761TotalRevAndExpnssAmt
Total Net Invst Incm$60,761TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,333OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,333OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$304TaxesRevAndExpnssAmt
Taxes Net Invst Incm$304TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,137TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$169,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$169,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,387TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,137TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114,626ExcessRevenueOverExpensesAmt
Net Investment Income$54,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,158CashBOYAmt
Cash EOY$20,395CashEOYAmt
Cash EOYFMV$20,396CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,859SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,726SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,726SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$496,013OtherInvestmentsBOYAmt
Other Investments EOY$402,283OtherInvestmentsEOYAmt
Other Investments EOYFMV$478,121OtherInvestmentsEOYFMVAmt
Total Assets BOY$548,030TotalAssetsBOYAmt
Total Assets EOY$433,404TotalAssetsEOYAmt
Total Assets EOYFMV$509,243TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$548,030RetainedEarningBOYAmt
Retained Earning EOY$433,404RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$548,030TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$433,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$548,030TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$433,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$548,030TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114,626ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$433,404SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$433,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-12-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$206,319GrossSalesPriceAmt
Cost Or Other Basis$160,560CostOrOtherBasisAmt
Gain Or Loss$45,759GainOrLossAmt
Gains Minus Excess Or Losses$45,759GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$45,759CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$759InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$759SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$759TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,363EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,363TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$604OverpaymentAmt
Applied To ES Tax$604AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGLENDA TRUITTIndividualWithBooksNm
Phone8327215600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14501 WESTLAKE DR NO 12AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEAN B TRUITT
4501 WESTLAKE DR NO 12AUSTINTX78746PRES/DIR1.00$0$0$0
GLENDA A TRUITT
4501 WESTLAKE DR NO 12AUSTINTX78746SEC/TREAS/DIR1.00$0$0$0
DEAN B TRUITT II
16740 GILROY STBONITAFL34135VP/DIR0.50$0$0$0
KRISTA TRUITT BORGEN
3911 WILLOWICK DRHOUSTONTX77019VP/DIR0.50$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$506,946AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,569AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$548,515TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$548,515AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$540,287NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$759TaxBasedOnInvestmentIncomeAmt
Total Tax$759TotalTaxAmt
Distributable Before Adj$26,255DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,255DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,255DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$169,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,255DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,434ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,892ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,735ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,192ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$120,253TotalExcessDistributionCyovAmt
Qualifying Distributions$169,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$142,995RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$263,248TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,434ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$239,814ExcessDistriCyovToNextYrAmt
Excess From Year4$43,892ExcessFromYear4Amt
Excess From Year3$40,735ExcessFromYear3Amt
Excess From Year2$12,192ExcessFromYear2Amt
Excess From Current Year$142,995ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDEAN B TRUITTContributingManagerNm
Contributing ManagerGLENDA A TRUITTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEAN B OR GLENDA A TRUITTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14501 WESTLAKE DR NO 12AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8327215600RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNON-PROFIT ORGANIZATIONS IN AREAS OF INTEREST TO THE BOARD OF DIRECTORSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPHA USA
2275 HALF DAY RD STE 185BANNOCKBURNIL60015PCRELIGIOUS EDUCATION$50,000
CENTRAL TEXAS FOOD BANK
6500 METROPOLITAN DRAUSTINTX78744PCCOMMUNITY FOOD BANK$2,000
ENTRUST
PO BOX 25520COLORADO SPRINGSCO80936PCCHRISTIAN LEADERSHIP TRAINING$2,000
AUSTIN DISASTER RELIEF NETWORK
1122 E 51ST STAUSTINTX78723PCSOCIAL WELFARE$2,000
MISC CHARITIES (UNDER 1000)
VARIOUS ADDRESSESHOUSTONTX78746PCSOCIAL WELFARE$6,250
RIVERBEND CHURCH
4214 N CAPITAL OF TEXAS HIGHWAYAUSTINTX78746PCCHURCH$50,000
STAR FISH KENYA
760 CLEAR LAKE CITY BLVDWEBSTERTX77598PCSOCIAL WELFARE$2,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCSOCIAL WELFARE$2,000
MD ANDERSON CANCER CENTER
PO BOX 4464HOUSTONTX77210PCCANCER RESEARCH$1,000
DALE ROGERS TRAINING CENTER
2501 N UTAHOKLAHOMA CITYOK73107PCDISABILITY TRAINING$1,000
MOBIL LOAVES AND FISHES
9301 HOG EYE RD UNIT 950AUSTINTX78724PCSOCIAL WELFARE$1,000
TRINITAS COMMUNITIES ON MISSION
9027 MIDWAY RDDALLASTX75209PCRELIGIOUS LEARNING AND TRAINING$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$169,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,002ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,759ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,761ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,761TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTHOM-DOBSON-WOMACK, INC.CategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKAT COST$5,495$22,398
GNMA FUNDAT COST$833$512
MUTUAL FUNDSAT COST$395,955$455,211

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLINSCOMB & WILLIAMS ADVISORSCategoryTxt
Amt$3,333Amt
Net Investment Income$3,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELD FROM DIVIDENDSCategoryTxt
Amt$304Amt
Net Investment Income$304NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt