ALLEN LOVELACE MOORE AND BLANCHE DAVIS MOORE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN LOVELACE MOORE AND BLANCHE DAVIS MOORE FOUNDATION (EIN 74-2675281)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-11
- IRS object ID
- 202341929349100129
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-11T17:01:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800663755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James D Berg CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Arnold Palmer | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782571723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742675281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allen Lovelace Moore and | BusinessNameLine1Txt |
| Business Name Line2 | Blanche Davis Moore Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 3618146700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Everhart Road J-21 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784111941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary J Leach | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3618146700 | PhoneNum |
| Signature | 2023-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Leach | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James D Berg CPA | PreparerPersonNm |
| PTIN | P01329988 | PTIN |
| Phone | 2103177393 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,756,492 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $174,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,446 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $28,094 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $24,185 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $13,195 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $31,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,051,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $239,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,510 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,040 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $39,375 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,875 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,197 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,012 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $20,012 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,578 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,711 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,432 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,432 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $678,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$439,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,177,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $394,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $394,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,599,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,012,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,335,618 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $980,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $910,031 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,013,858 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,909 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,686 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,686 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,770,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,329,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,756,492 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $35,667 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,732 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $35,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,732 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,170,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,170,575 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,436,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,875,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,734,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,295,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,770,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,329,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,734,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$439,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,295,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,295,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (129 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US Treasury Variable Rate Notes - 4.494% Due 04.30.2023 - $55,000 face value | P | 2021-08-02 | 2022-03-31 | $55,003 | $55,021 | -$18 | -$18 |
| iShares Trust Barclays 20+Year Treasury Bd - 152 shares | P | 2021-12-08 | 2022-06-14 | $16,622 | $22,663 | -$6,041 | -$6,041 |
| iShares Trust Barclays 20+Year Treasury Bd - 80 shares | P | 2021-12-08 | 2022-06-29 | $9,091 | $11,928 | -$2,837 | -$2,837 |
| iShares Trust Barclays 20+Year Treasury Bd - 66 shares | P | 2021-12-22 | 2022-06-29 | $7,500 | $9,877 | -$2,377 | -$2,377 |
| iShares Trust Barclays 20+Year Treasury Bd - 11 shares | P | 2021-12-29 | 2022-06-29 | $1,250 | $1,616 | -$366 | -$366 |
| US Treasury Notes - 1.875% Due 09.30.2022 - $25,000 face value | P | 2022-04-01 | 2022-09-30 | $25,000 | $25,000 | $0 | $0 |
| US Treasury Bill - 0.000% Due 10.11.2022 - $15,000 face value | P | 2022-06-30 | 2022-10-11 | $15,000 | $15,000 | $0 | $0 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 205 shares | P | 2022-01-28 | 2022-10-13 | $9,485 | $9,963 | -$478 | -$478 |
| iShares Trust Barclays 20+Year Treasury Bd - 28 shares | P | 2021-12-29 | 2022-10-21 | $2,601 | $4,112 | -$1,511 | -$1,511 |
| iShares Trust Barclays 20+Year Treasury Bd - 37 shares | P | 2022-01-03 | 2022-10-21 | $3,438 | $5,376 | -$1,938 | -$1,938 |
| iShares Trust Barclays 20+Year Treasury Bd - 68 shares | P | 2022-01-21 | 2022-10-21 | $6,318 | $9,763 | -$3,445 | -$3,445 |
| iShares Trust Barclays 20+Year Treasury Bd - 15 shares | P | 2022-03-10 | 2022-10-21 | $1,394 | $2,021 | -$627 | -$627 |
| Novartis Ag-Sponsored ADR - 800 shares | P | 2020-04-30 | 2022-01-07 | $71,397 | $68,479 | $2,918 | $2,918 |
| Novartis Ag-Sponsored ADR - 825 shares | P | 2020-05-14 | 2022-01-07 | $73,628 | $69,472 | $4,156 | $4,156 |
| Unilever PLC Sponsored ADR New - 1,240 shares | P | 2020-05-05 | 2022-01-18 | $59,781 | $62,823 | -$3,042 | -$3,042 |
| Unilever PLC Sponsored ADR New - 1,320 shares | P | 2020-05-14 | 2022-01-18 | $63,638 | $67,283 | -$3,645 | -$3,645 |
| Broadcom Inc 8% PfdChg Ser A Mand Conv Mty - 29 shares | P | 2020-03-10 | 2022-01-20 | $51,438 | $28,744 | $22,694 | $22,694 |
| Broadcom Inc 8% PfdChg Ser A Mand Conv Mty - 38 shares | P | 2020-03-10 | 2022-01-24 | $62,321 | $37,665 | $24,656 | $24,656 |
| Lockheed Martin Corp - 105 shares | P | 2021-01-08 | 2022-01-27 | $40,802 | $35,514 | $5,288 | $5,288 |
| Lockheed Martin Corp - 111 share | P | 2021-01-26 | 2022-01-27 | $43,134 | $37,235 | $5,899 | $5,899 |
| Becton Dickinson & Co 6% Pfd SerB MandConv - 1,780 shares | P | 2020-05-27 | 2022-03-04 | $96,429 | $88,137 | $8,292 | $8,292 |
| Kinder Morgan Inc Del - 4,975 shares | P | 2020-12-18 | 2022-03-21 | $89,049 | $66,625 | $22,424 | $22,424 |
| Kinder Morgan Inc Del - 2,555 shares | P | 2020-12-21 | 2022-03-21 | $45,733 | $33,416 | $12,317 | $12,317 |
| Merck & Co Inc New - 900 shares | P | 2020-05-19 | 2022-03-21 | $71,715 | $66,725 | $4,990 | $4,990 |
| Merck & Co Inc New - 955 shares | P | 2020-07-23 | 2022-03-21 | $76,098 | $70,718 | $5,380 | $5,380 |
| Aberdeen Asia Pacific Income Fund Inc 8,760 shares | P | 2020-08-04 | 2022-03-22 | $28,582 | $34,191 | -$5,609 | -$5,609 |
| Aberdeen Asia Pacific Income Fund Inc - 4,048 shares | P | 2020-11-19 | 2022-03-22 | $13,208 | $16,022 | -$2,814 | -$2,814 |
| Aberdeen Asia Pacific Income Fund Inc - 4,537 shares | P | 2020-11-20 | 2022-03-22 | $14,803 | $18,062 | -$3,259 | -$3,259 |
| Aberdeen Asia Pacific Income Fund Inc - 6,397 shares | P | 2020-12-03 | 2022-03-22 | $20,872 | $26,136 | -$5,264 | -$5,264 |
| Aberdeen Asia Pacific Income Fund Inc - 3,376 shares | P | 2020-12-04 | 2022-03-22 | $11,015 | $13,914 | -$2,899 | -$2,899 |
| Aberdeen Asia Pacific Income Fund Inc - 5,203 shares | P | 2020-12-10 | 2022-03-22 | $16,976 | $21,512 | -$4,536 | -$4,536 |
| Aberdeen Asia Pacific Income Fund Inc - 1.180 shares | P | 2020-12-30 | 2022-03-22 | $3,850 | $4,886 | -$1,036 | -$1,036 |
| Brigham Minerals Inc Chg Cl A - 1,380 shares | P | 2020-03-11 | 2022-04-07 | $36,107 | $10,999 | $25,108 | $25,108 |
| Medical Properties Trust Inc - 3,220 shares | P | 2016-01-25 | 2022-04-27 | $56,671 | $31,241 | $25,430 | $25,430 |
| Medical Properties Trust Inc - 2,595 shares | P | 2016-01-25 | 2022-05-17 | $47,152 | $25,177 | $21,975 | $21,975 |
| Mplx LP Com Unit Rpstg Limited Partnership - 4,525 shares(UBTI) | P | 2021-02-26 | 2022-05-19 | $0 | $0 | ||
| Becton Dickinson & Co 6% Pfd SerB MandConv | P | 2020-05-27 | 2022-05-26 | $51,515 | $50,010 | $1,505 | $1,505 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd - 1,578 shares | P | 2018-03-05 | 2022-06-22 | $33,389 | $38,584 | -$5,195 | -$5,195 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd - 772 shares | P | 2018-03-05 | 2022-06-23 | $16,300 | $18,876 | -$2,576 | -$2,576 |
| Chevron Corporation - 180 shares | P | 2020-12-07 | 2022-08-08 | $27,718 | $16,359 | $11,359 | $11,359 |
| Chevron Corporation - 242 shares | P | 2021-01-29 | 2022-08-08 | $37,264 | $20,658 | $16,606 | $16,606 |
| Nutrien Ltd - 405 shares | P | 2021-04-28 | 2022-08-08 | $34,131 | $22,790 | $11,341 | $11,341 |
| Nutrien Ltd - 500 shares | P | 2021-06-02 | 2022-08-08 | $42,137 | $31,332 | $10,805 | $10,805 |
| iShares Gold Tr ETF iShares New -2,225 shares | P | 2021-04-13 | 2022-09-21 | $70,441 | $73,832 | -$3,391 | -$3,391 |
| iShares Gold Tr ETF iShares New - 2,185 shares | P | 2021-04-15 | 2022-09-21 | $69,174 | $73,466 | -$4,292 | -$4,292 |
| iShares Gold Tr ETF iShares New - 65.00 shares | P | 2021-06-18 | 2022-09-21 | $2,058 | $2,196 | -$138 | -$138 |
| Newmont Corp - 1,370 shares | P | 2021-09-17 | 2022-09-21 | $58,039 | $75,131 | -$17,092 | -$17,092 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 2,830 shares | P | 2020-10-26 | 2022-10-13 | $131,032 | $142,627 | -$11,595 | -$11,595 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 670 shares | P | 2021-03-05 | 2022-10-13 | $31,022 | $31,299 | -$277 | -$277 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 639 shares | P | 2021-07-02 | 2022-10-13 | $29,586 | $31,915 | -$2,329 | -$2,329 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 491 shares | P | 2021-07-06 | 2022-10-13 | $22,734 | $24,479 | -$1,745 | -$1,745 |
| Chevron Corporation - 228 shares | P | 2021-01-28 | 2022-12-16 | $38,596 | $19,463 | $19,133 | $19,133 |
| Snapper Merger Sub I Inc - .837 shares | P | 2020-03-11 | 2022-12-29 | $26 | $7 | $19 | $19 |
| Nutrien Ltd - 920 shares | P | 2021-04-28 | 2022-01-11 | $64,273 | $51,769 | $12,504 | $12,504 |
| Unilever PLC Sponsored ADR New - 1,725 shares | P | 2021-11-04 | 2022-01-18 | $83,163 | $91,620 | -$8,457 | -$8,457 |
| Rayonier Inc REIT - 2,258 shares | P | 2021-05-05 | 2022-01-20 | $84,701 | $82,426 | $2,275 | $2,275 |
| Rayonier Inc REIT - 347 shares | P | 2021-05-05 | 2022-01-20 | $13,016 | $12,667 | $349 | $349 |
| Rayonier Inc REIT - 1,115 shares | P | 2021-06-08 | 2022-01-20 | $41,823 | $40,407 | $1,416 | $1,416 |
| Lockheed Martin Corp - 210 shares | P | 2021-02-26 | 2022-01-27 | $81,604 | $70,697 | $10,907 | $10,907 |
| Boston Scntfc 5.5% Pfd Corp A Mty 06/01/23 - 880 shares | P | 2021-11-17 | 2022-03-04 | $102,003 | $100,296 | $1,707 | $1,707 |
| Medical Properties Trust Inc - 1,420 shares | P | 2021-11-02 | 2022-05-17 | $25,802 | $30,042 | -$4,240 | -$4,240 |
| Mplx LP Com Unit Rpstg Limited Partnership - 2,040 shares (UBTI) | P | 2021-05-27 | 2022-05-19 | $0 | $0 | ||
| Texas Pac Ld Corp - 27 shares | P | 2021-08-23 | 2022-05-19 | $36,588 | $36,727 | -$139 | -$139 |
| Texas Pac Ld Corp - 33 shares | P | 2021-11-19 | 2022-05-19 | $44,719 | $41,089 | $3,630 | $3,630 |
| Becton Dickinson & Co 6% Pfd SerB MandConv - 770 shares | P | 2021-07-02 | 2022-05-26 | $39,274 | $42,131 | -$2,857 | -$2,857 |
| Boston Scntfc 5.5% Pfd Corp A Mty 06/01/23 - 85 shares | P | 2021-11-17 | 2022-05-26 | $9,090 | $9,688 | -$598 | -$598 |
| iShares Trust Barclays 20+Year Treasury Bd - 2,431 shares | P | 2021-12-08 | 2022-06-14 | $265,943 | $362,391 | -$96,448 | -$96,448 |
| iShares Trust Barclays 20+Year Treasury Bd | P | 2021-12-30 | 2022-06-14 | $7,220 | $9,695 | -$2,475 | -$2,475 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd | P | 2022-01-24 | 2022-06-23 | $1,647 | $2,023 | -$376 | -$376 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd | P | 2022-01-24 | 2022-06-24 | $2,141 | $2,620 | -$479 | -$479 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd | P | 2022-01-25 | 2022-06-24 | $2,947 | $3,655 | -$708 | -$708 |
| Flaherty & Crumrine Dynamic Pfd & Inc Fd | P | 2022-01-26 | 2022-06-24 | $3,434 | $4,300 | -$866 | -$866 |
| iShares Trust Barclays 20+Year Treasury Bd - 513 shares | P | 2021-12-30 | 2022-06-29 | $58,315 | $75,354 | -$17,039 | -$17,039 |
| iShares Trust Barclays 20+Year Treasury Bd - 555 shares | P | 2022-01-03 | 2022-06-29 | $63,089 | $80,553 | -$17,464 | -$17,464 |
| iShares Trust Barclays 20+Year Treasury Bd - 622 shares | P | 2022-02-23 | 2022-06-29 | $70,706 | $85,203 | -$14,497 | -$14,497 |
| iShares Trust Barclays 20+Year Treasury Bd - 528 shares | P | 2022-03-10 | 2022-06-29 | $60,020 | $70,903 | -$10,883 | -$10,883 |
| Agnico Eagle Mines Limited - 1,375 shares | P | 2022-01-20 | 2022-07-05 | $61,469 | $73,661 | -$12,192 | -$12,192 |
| Boston Scntfc 5.5% Pfd Corp A Mty 06/01/23 - 390 shares | P | 2021-11-17 | 2022-08-01 | $42,167 | $44,450 | -$2,283 | -$2,283 |
| Boston Scntfc 5.5% Pfd Corp A Mty 06/01/23 - 405 shares | P | 2021-11-29 | 2022-08-01 | $43,789 | $43,443 | $346 | $346 |
| Nutrien Ltd - 690 shares | P | 2021-08-23 | 2022-08-08 | $58,149 | $41,765 | $16,384 | $16,384 |
| Franco-Nevada Corp - 584 shares | P | 2021-09-30 | 2022-09-21 | $69,277 | $76,212 | -$6,935 | -$6,935 |
| Newmont Corp - 515 shares | P | 2021-12-22 | 2022-09-21 | $21,818 | $29,684 | -$7,866 | -$7,866 |
| Newmont Corp - 370 shares | P | 2022-01-07 | 2022-09-21 | $15,675 | $21,813 | -$6,138 | -$6,138 |
| US Treasury Notes - 1.875% due 09.30.2022 - $375,000 face value | P | 2022-04-01 | 2022-09-30 | $375,000 | $375,000 | $0 | $0 |
| US Treasury Bill - 0.000% due 10.11.2022 - 245,000 face value | P | 2022-06-30 | 2022-10-11 | $245,000 | $245,000 | $0 | $0 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 1,315 shares | P | 2022-01-28 | 2022-10-13 | $60,886 | $63,875 | -$2,989 | -$2,989 |
| US Treasury Bonds - 2.875% due 05.15.2052 - $305,000 face value | P | 2022-10-24 | 2022-10-24 | $229,604 | $273,584 | -$43,980 | -$43,980 |
| Devon Energy Corporation New - 976 shares | P | 2022-10-18 | 2022-11-28 | $65,423 | $67,415 | -$1,992 | -$1,992 |
| Pioneer Natural Resources Co - 276 shares | P | 2022-10-18 | 2022-11-30 | $65,759 | $67,088 | -$1,329 | -$1,329 |
| Aberdeen Asia Pacific Income Fund Inc - 10,925 shares | P | 2020-11-19 | 2022-03-04 | $38,018 | $43,029 | -$5,011 | -$5,011 |
| iShares Trust Barclays 20+Year Treasury Bd - 205 shares | P | 2022-03-04 | 2022-06-29 | $23,297 | $28,706 | -$5,409 | -$5,409 |
| US Treasury Bill - 0.000% Due 10.11.2022 - $10,000 face value | P | 2022-06-30 | 2022-10-11 | $10,000 | $10,000 | $0 | $0 |
| iShares Trust Barclays 20+Year Treasury Bd - 66 shares | P | 2022-03-04 | 2022-10-24 | $6,117 | $9,242 | -$3,125 | -$3,125 |
| PayPal Holdings Inc - 16 shares | P | 2021-03-04 | 2022-03-09 | $1,601 | $3,998 | -$2,397 | -$2,397 |
| Meta Platforms Inc Class A - 35 shares | P | 2021-02-11 | 2022-03-21 | $7,398 | $9,434 | -$2,036 | -$2,036 |
| Mastercard Inc - 13 shares | P | 2021-02-05 | 2022-05-10 | $4,218 | $4,433 | -$215 | -$215 |
| Visa Inc Cl A - 12 shares | P | 2021-02-19 | 2022-05-10 | $2,303 | $2,463 | -$160 | -$160 |
| Charter Communications Inc - 6 shares | P | 2021-02-10 | 2022-06-17 | $2,571 | $3,673 | -$1,102 | -$1,102 |
| Alphabet Inc Non Voting Cap Stk Cl C - 17 shares | P | 2021-02-25 | 2022-10-25 | $1,765 | $1,740 | $25 | $25 |
| Amazon.Com Inc - 40 shares | P | 2021-02-05 | 2022-11-10 | $3,919 | $6,659 | -$2,740 | -$2,740 |
| O'Reilly Automotive Inc - 2 shares | P | 2021-02-11 | 2022-12-20 | $1,623 | $877 | $746 | $746 |
| UnitedHealth Group Inc - 13 shares | P | 2021-02-05 | 2022-12-20 | $6,845 | $4,235 | $2,610 | $2,610 |
| UnitedHealth Group Inc - 3 shares | P | 2021-02-10 | 2022-12-20 | $1,580 | $1,004 | $576 | $576 |
| CoStar Group Inc - 95 shares | P | 2022-01-05 | 2022-03-09 | $5,497 | $7,173 | -$1,676 | -$1,676 |
| PayPal Holdings Inc - 15 shares | P | 2021-10-04 | 2022-03-09 | $1,501 | $3,798 | -$2,297 | -$2,297 |
| PayPal Holdings Inc - 25 shares | P | 2022-02-04 | 2022-03-09 | $2,502 | $3,131 | -$629 | -$629 |
| Salesforce.Com - 34 shares | P | 2021-08-11 | 2022-03-09 | $6,924 | $8,221 | -$1,297 | -$1,297 |
| Booking Holdings Inc - 1 share | P | 2021-08-19 | 2022-03-21 | $2,165 | $2,080 | $85 | $85 |
| Booking Holdings Inc - 2 shares | P | 2021-08-30 | 2022-03-21 | $4,331 | $4,604 | -$273 | -$273 |
| iShares Trust Barclays 20+Year Treasury Bd - 70 shares | P | 2021-12-08 | 2022-06-14 | $7,651 | $10,439 | -$2,788 | -$2,788 |
| Charter Communications Inc - 6 shares | P | 2021-11-17 | 2022-06-17 | $2,571 | $4,176 | -$1,605 | -$1,605 |
| iShares Trust Barclays 20+Year Treasury Bd - 42 shares | P | 2021-12-08 | 2022-06-29 | $4,771 | $6,263 | -$1,492 | -$1,492 |
| iShares Trust Barclays 20+Year Treasury Bd - 30 shares | P | 2021-12-22 | 2022-06-29 | $3,408 | $4,493 | -$1,085 | -$1,085 |
| US Treasury Notes - 1.875% Due 09.30.2022 - $20,000 face value | P | 2022-04-01 | 2022-09-30 | $20,000 | $20,000 | $0 | $0 |
| US Treasury Bill - 0.000% Due 10.11.2022 - $10,000 face value | P | 2022-06-30 | 2022-10-11 | $10,000 | $10,000 | $0 | $0 |
| Nextera Energy Mty 09/01/23 Pfd 6.219% - 95 shares | P | 2022-01-28 | 2022-10-13 | $4,392 | $4,621 | -$229 | -$229 |
| iShares Trust Barclays 20+Year Treasury Bd - 2 shares | P | 2021-12-22 | 2022-10-21 | $186 | $300 | -$114 | -$114 |
| iShares Trust Barclays 20+Year Treasury Bd - 19 shares | P | 2021-12-30 | 2022-10-21 | $1,765 | $2,797 | -$1,032 | -$1,032 |
| iShares Trust Barclays 20+Year Treasury Bd - 18 shares | P | 2022-01-03 | 2022-10-21 | $1,672 | $2,619 | -$947 | -$947 |
| iShares Trust Barclays 20+Year Treasury Bd - 18 shares | P | 2022-02-23 | 2022-10-21 | $1,672 | $2,472 | -$800 | -$800 |
| iShares Trust Barclays 20+Year Treasury Bd - 12 shares | P | 2022-03-10 | 2022-10-21 | $1,114 | $1,617 | -$503 | -$503 |
| Microsoft Corp - 16 shares | P | 2022-01-24 | 2022-10-25 | $3,975 | $4,521 | -$546 | -$546 |
| From partnership - MLG 1099 IV | P | 2021-12-30 | 2022-12-31 | $38,684 | $38,684 | $38,684 | |
| From partnership - MPLX LP | P | 2021-12-30 | 2022-12-31 | $13 | $13 | $13 | |
| From partnership - Enterprise Products | P | 2021-12-30 | 2022-12-31 | $320 | -$320 | -$320 | |
| From partnership - Magellan | P | 2021-12-30 | 2022-12-31 | $167 | $167 | $167 | |
| From partnership - MPLX LP | P | 2021-12-30 | 2022-12-31 | $27 | -$27 | -$27 | |
| Sale of 90 ounces of gold | P | 2012-10-31 | 2022-10-31 | $148,868 | $150,295 | -$1,427 | -$1,427 |
| Capital Gains Dividends | P | $9,483 | $9,483 | $9,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,682 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,280 | 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 | $7,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,669 | OverpaymentAmt |
| Applied To ES Tax | $6,669 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| 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 | www.moorefoundationcc.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary J Leach | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3618146700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Everhart Road Suite J-21 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78411 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Gary J Leach | ||||||||
| 5037 Maylands Drive | Corpus Christi | TX | 78413 | President and Director | 40.00 | $77,550 | $0 | $0 |
| Paul Davis | ||||||||
| 13895 West Morningview Court | New Berlin | WI | 53151 | Director | 5.00 | $12,000 | $0 | $0 |
| Chelsea J Knight | ||||||||
| 100 Savannah Drive | Weatherford | TX | 76087 | Director | 5.00 | $12,000 | $0 | $0 |
| Robyn Abernathy | ||||||||
| 100 Savannah Drive | Weatherford | TX | 76087 | Director | 5.00 | $12,000 | $0 | $0 |
| Amy Byars | ||||||||
| 575 Moores Mill Road | Auburn | AL | 36830 | Director | 5.00 | $12,000 | $0 | $0 |
| Christopher B Leach | ||||||||
| 657 Viewridge | Pacifica | CA | 94044 | Director | 5.00 | $12,000 | $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 | $8,013,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,239,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,040 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,274,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,274,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,135,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $456,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $456,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,718 | IncomeTaxAmt |
| Total Tax | $13,329 | TotalTaxAmt |
| Distributable Before Adj | $443,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,663 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,663 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $443,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,769 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,769 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gary J Leach Allen Lovelace Moore a | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Everhart Road Suite J-21 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3618146700 | RecipientPhoneNum |
| Recipient Email Address | garyl@moorefoundationcc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Any organization requesting a gift, grant, etc may make application by use of the form provided by the Foundation. To obtain a copy of the form, please submit requests to the Foundation either by fax, mail or website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Requests for gifts, grants, etc. must be postmarked on or before July 1 of each grant year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Yes. Gifts, grants, etc are restricted to organizations providing programs to children eighteen years of age or younger in the Coastal Bend Texas area. For more detailed information regarding restrictions or limitations on the use of gifts, grants, etc, please contact the Foundation. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Agape Ranch | |||||||
| 6537 S Staples Street Suite 222 | Corpus Christi | TX | 78413 | None | Public charity | Youth housing | $5,000 |
| Alabama Baptist Children's Home | |||||||
| 325 Ross Clark Circle | Dothan | AL | 36303 | None | Public charity | Youth child care | $5,000 |
| Associated Builders & Contractors Merit Shop | |||||||
| 7433 Leopard Street | Corpus Christi | TX | 78409 | None | Public charity | Youth education | $12,000 |
| Big Brothers Big Sisters Serving the Coastal Bend | |||||||
| 3833 South Staples Street Suite 102 | Corpus Christi | TX | 78411 | None | Public charity | Youth outreach | $1,500 |
| Boys & Girls Clubs of the Coastal Bend | |||||||
| 3902 Greenwood Drive | Corpus Christi | TX | 78416 | None | Public charity | Youth education | $2,500 |
| Camp Aranzazu | |||||||
| 5420 FM 1781 | Rockport | TX | 78382 | None | Public charity | Youth recreation | $10,000 |
| CASA (Court Appointed Special Advocates) of the Coastal Bend | |||||||
| PO Box 4 | Corpus Christi | TX | 78404 | None | Public charity | Youth legal aid | $10,000 |
| Catholic Charities of Corpus Christi | |||||||
| 615 Oilver Court | Corpus Christi | TX | 78408 | None | Public charity | Youth legal aid | $3,000 |
| Citizens for Educational Excellence | |||||||
| PO Box 261125 | Corpus Christi | TX | 78426 | None | Public charity | Youth education | $2,000 |
| Coastal Bend Community Foundation | |||||||
| 555 N Carancahua St Ste 900 | Corpus Christi | TX | 78401 | None | Public charity | Youth shelter and food | $10,000 |
| Coastal Bend Fellowship of Christian Athletes | |||||||
| PO Box 331 | Corpus Christi | TX | 78381 | None | Public charity | Youth outreach | $5,000 |
| Coastal Bend Food Bank | |||||||
| 826 Krill Street | Corpus Christi | TX | 78408 | None | Public charity | Youth meals | $20,000 |
| Corpus Christi Hope House Inc | |||||||
| 3226 Reid Drive | Corpus Christi | TX | 76856 | None | Public charity | Youth housing and operations | $5,000 |
| Corpus Christi Metro Ministries Inc | |||||||
| PO Box 4899 | Corpus Christi | TX | 78469 | None | Public charity | Youth housing and operations | $5,000 |
| Corpus Christi Pregnancy Center | |||||||
| 4730 Everhart Road | Corpus Christi | TX | 78411 | None | Public charity | Youth healthcare | $10,000 |
| Corpus Christi Young Life | |||||||
| 5934 S Staples Street Ste 216 | Corpus Christi | TX | 78413 | None | Public charity | Youth outreach | $2,500 |
| Del Mar College Foundation Inc | |||||||
| 101 Baldwin Blvd | Corpus Christi | TX | 78404 | None | Public charity | Youth child care | $10,000 |
| Driscoll Children's Hospital | |||||||
| 3533 S Alameda | Corpus Christi | TX | 78411 | None | Public charity | Youth outreach | $3,000 |
| Duke It Out Boxing | |||||||
| 4528 Baldwin Blvd | Corpus Christi | TX | 78408 | None | Public charity | Youth outreach | $2,000 |
| Charity League of Corpus Christi | |||||||
| PO Box 6757 | Corpus Christi | TX | 78466 | None | Public charity | Youth outreach | $3,000 |
| Foster Angels of South Texas Foundation | |||||||
| 800 N Shoreline Blvd Ste 2750 S | Corpus Christi | TX | 78401 | None | Public charity | Youth child care | $10,000 |
| Special Olympics Texas | |||||||
| 623 Power Street Suite A | Corpus Christi | TX | 78401 | None | Public charity | Youth outreach | $5,000 |
| From partnerships | |||||||
| 700 Everhart Road Suite J-21 | Corpus Christi | TX | 78411 | None | Public charity | From partnerships - unknown | $32 |
| Fryeryk Chopin Society of Texas Inc | |||||||
| 4610 Abner Drive | Corpus Christi | TX | 78411 | None | Public charity | Youth education | $2,500 |
| Greenwood - Molina Children's Center | |||||||
| 954 National Drive | Corpus Christi | TX | 78416 | None | Public charity | Youth child care | $20,000 |
| GROW Local South Texas | |||||||
| 710 Buffalo Street Suite 802 | Corpus Christi | TX | 78401 | None | Public charity | Youth education | $10,000 |
| The Rise School of Corpus Christi | |||||||
| 2030 Rise Road | Corpus Christi | TX | 78411 | None | Public charity | Youth education | $2,500 |
| Junior Achievement of the Coastal Bend | |||||||
| 4444 N Corona Dr Ste 128 | Corpus Christi | TX | 78411 | None | Public Charity | Youth education | $2,500 |
| LEAD First | |||||||
| 500 North Shoreline Blvd Ste 807 N | Corpus Christi | TX | 78401 | None | Public charity | Youth outreach | $15,000 |
| Mission of Mercy | |||||||
| 2421 Ayers St | Corpus Christi | TX | 78404 | None | Public charity | Youth health | $2,500 |
| Mary McLeod Bethune Day Nursery Inc | |||||||
| 900 Kinney St | Corpus Christi | TX | 78401 | None | Public charity | Youth child care | $10,000 |
| Milwaukee Rescue Mission | |||||||
| 803 N 19th St | Milwaukee | WI | 53233 | None | Public charity | Youth housing and operations | $2,500 |
| Miracle League of Corpus Christi | |||||||
| PO Box 531 | Corpus Christi | TX | 78403 | None | Public charity | Youth outreach | $10,000 |
| New Life Refuge Ministries | |||||||
| PO Box 9157 | Corpus Christi | TX | 78418 | None | Public charity | Youth outreach | $15,000 |
| Ring of Champions | |||||||
| PO Box 4054 | Corpus Christi | TX | 78104 | None | Public charity | Youth outreach | $2,500 |
| Ronald McDonald House Charities | |||||||
| 3402 Ft Worth St | Corpus Christi | TX | 78411 | None | Public charity | Youth housing and operations | $5,000 |
| Serenity Star Inc | |||||||
| 111 NW 1st St | Smithville | TX | 78957 | None | Public Charity | Youth counciling | $5,000 |
| South Texas Children's Home | |||||||
| PO Box 1210 | Beeville | TX | 78104 | None | Public charity | Youth housing and operations | $10,000 |
| South Texas Light House for the Blind | |||||||
| 4421 Agnes Street | Corpus Christi | TX | 78414 | None | Public charity | Youth health | $1,100 |
| Tennis Success | |||||||
| PO Box 71647 | Corpus Christi | TX | 78467 | None | Public charity | Youth outreach | $5,000 |
| The Ark Assessment Center | |||||||
| 12960 Leopard Street | Corpus Christi | TX | 78403 | None | Public charity | Youth housing | $1,500 |
| The Deaf & Hard of Hearing Center | |||||||
| 5151 McArdle Road | Corpus Christi | TX | 78411 | None | Public charity | Youth health care | $2,500 |
| The Odyssey After School Enrichment Program | |||||||
| Po Box 237 | Rockport | TX | 78381 | None | Public charity | Youth education | $8,300 |
| The Salvation Army | |||||||
| PO Box 2507 | Corpus Christi | TX | 78403 | None | Public charity | Youth housing and operations | $10,000 |
| Timons Ministries | |||||||
| 10501 South Padre Island Drive | Corpus Christi | TX | 78418 | None | Public charity | Youth health care | $1,000 |
| United Methodist Children's Services of WI Inc | |||||||
| 3940 W Lisbon Ave | Milwaukee | WI | 53208 | None | Public charity | Youth childcare | $5,000 |
| Wesley Community Center | |||||||
| PO Box 7099 | Corpus Christi | TX | 78467 | None | Public charity | Youth child care | $10,000 |
| West Side Helping Hand | |||||||
| PO Box 5431 | Corpus Christi | TX | 78465 | None | Public charity | Youth outreach | $5,000 |
| Young Women's Christian Association Corpus Christi | |||||||
| 4601 Corona Drive | Corpus Christi | TX | 78411 | None | Public charity | Youth outreach | $4,000 |
| Youth Odyssey | |||||||
| PO Box 331394 | Corpus Christi | TX | 78463 | None | Public charity | Youth outreach | $15,000 |
| Agape Harbor | |||||||
| 6537 S Staples Street Suite 222 | Corpus Christi | TX | 78413 | None | Public charity | Youth housing | $10,000 |
| Nueces County Juvenile Justice Volunteers | |||||||
| 2310 Gollihar Rd | Corpus Christi | TX | 78415 | None | Public charity | Youth education | $2,000 |
| Sea City Work Camp | |||||||
| PO Box 10449 | Corpus Christi | TX | 78460 | None | Public charity | Youth outreach | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,432 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,446 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,972 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $19,167 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211130 | BusinessCd |
| Unrelated Business Taxbl Incm | $72,491 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $66,519 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,450 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | John P Wandel Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Hewit Pl | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees - accounting | CategoryTxt |
| Amt | $23,950 | Amt |
| Net Investment Income | $23,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| Mplx LP Com Unit Rpstg Limited Partnership - 4,525 shares(UBTI) | 2021-02 | Purchased | 2022-05 | $137,191 | $80,264 | Cost | $0 | $56,927 |
| Mplx LP Com Unit Rpstg Limited Partnership - 2,040 shares (UBTI) | 2021-05 | Purchased | 2022-05 | $61,850 | $46,286 | Cost | $0 | $15,564 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Accenture PLC Ireland (Equity) | $2,086 | $1,601 |
| Adobe Systems Inc (Equity) | $4,429 | $3,029 |
| Agnico Eagle Mines Limited (FI) | $50,163 | $48,195 |
| Alphabet Inc (Equity) | $6,754 | $5,590 |
| American Tower Corp (Equity) | $3,444 | $3,178 |
| Apple Inc (Equity) | $2,935 | $2,729 |
| Bank of America Series L Preferred (OP) | $80,351 | $103,240 |
| Citigroup Cap Trust (OP) | $172,397 | $182,044 |
| Franco-Nevada Corp (FI) | $27,881 | $26,614 |
| Franco-Nevada Corp (OP) | $75,690 | $79,158 |
| Getty Realty Corp (OP) | $149,688 | $160,280 |
| iShares Gold Trust ETF (FI) | $8,585 | $8,682 |
| iShares Gold Trust ETF (Equity) | $8,339 | $8,475 |
| iShares Gold Trust ETF (OP) | $147,713 | $149,775 |
| Mastercard Inc (Equity) | $5,817 | $5,564 |
| Moodys Corp (Equity) | $5,323 | $4,179 |
| Morgan Stanley 6.875% Preferred Fixed (OP) | $161,888 | $147,382 |
| Newmont Corp (FI) | $52,644 | $42,480 |
| Newmont GoldCorp (OP) | $77,788 | $76,464 |
| Nextera Energy Inc Preferred (OP) | $133,120 | $151,072 |
| Nike Inc Class B (Equity) | $3,532 | $2,691 |
| O'Reily Automotive Inc (Equity) | $2,632 | $5,064 |
| Omega Healthcare REIT (OP) | $139,245 | $151,769 |
| Partnership interest - Enterprise Products (OP) | $162,583 | $462,742 |
| Partnership interest - Magellan (OP) | $107,538 | $163,936 |
| Physicians Realty Trust (OP) | $135,808 | $120,246 |
| Royal Gold Inc (FI) | $18,086 | $18,035 |
| Servicenow Inc (Equity) | $2,798 | $1,941 |
| Unitedhealth Group Inc (Equity) | $3,013 | $4,772 |
| US Treasury Variable Rate Note due 01.31.2023 (OP) | $925,512 | $925,185 |
| US Treasury Variable Rate Note due 10.31.2023 (OP) | $250,157 | $250,203 |
| US Treasury Variable Rate Notes due 04.23.2023 (FI) | $315,195 | $317,971 |
| Visa Inc (Equity) | $5,267 | $4,778 |
| Wasatch Advisors Funds Inc (FI) | $18,200 | $12,099 |
| Wasatch Advisors Funds Inc (Equity) | $8,500 | $5,639 |
| Wasatch Advisors Funds Inc (OP) | $267,000 | $177,387 |
| Wells Fargo & Co 7.5% pref con (OP) | $154,848 | $137,460 |
| Wheaton Precious Metals Corp (FI) | $14,954 | $13,483 |
| US Treasury Variable Rate Note due 10.31.2024 (FI) | $14,992 | $14,983 |
| US Treasury Bill due 01.12.2023 (FI) | $14,870 | $14,987 |
| US Treasury Notes due 06.30.2024 (FI) | $14,978 | $14,641 |
| US Treasury Bonds due 05.15.2052 (FI) | $17,932 | $16,025 |
| US Treasury Notes due 03.31.2023 (FI) | $19,694 | $19,795 |
| US Treasury Notes due 12.31.2023 (FI) | $14,680 | $14,692 |
| US Treasury Notes due 02.15.2047 (FI) | $9,616 | $8,186 |
| Anglogold Ashanti Ltd (FI) | $16,378 | $15,924 |
| Microsoft Corp (Equity) | $7,909 | $6,715 |
| Proshares Tr EFT Short (Equity) | $13,734 | $15,389 |
| US Treasury Variable Rate Note due 10.13.2024 (Equity) | $14,992 | $14,983 |
| US Treasury Variable Rate Note due 07.31.2024 (Equity) | $229,953 | $231,724 |
| US Treasury Bill due 01.12.2023 (Equity)) | $9,915 | $9,991 |
| US Treasury Notes due 06.30.2024 (Equity) | $4,997 | $4,880 |
| US Treasury Bonds due 05.15.2052 (Equity)) | $4,487 | $4,006 |
| US Treasury Notes due 09.30.2023 (Equity) | $19,247 | $19,335 |
| US Treasury Notes due 04.01.2022 (Equity) | $19,694 | $19,795 |
| US Treasury Notes due 10.21.022 (Equity) | $4,896 | $4,897 |
| US Treasury Notes due 02.15.2047 (Equity) | $4,810 | $4,093 |
| Keycorp Perp (OP) | $69,821 | $68,561 |
| Plains GP Holdings LP (OP) | $100,558 | $105,925 |
| Snapper (OP) | $19,351 | $68,259 |
| US Treasury Variable Rate Note due 07.31.2024 (OP) | $1,169,955 | $1,188,816 |
| US Treasury Bill due 01.12.2023 (OP) | $232,912 | $234,796 |
| US Treasury Notes due 06.30.2024 (OP) | $204,622 | $200,090 |
| US Treasury Notes due 09.30.2023 (OP) | $336,769 | $338,363 |
| US Treasury Notes due 03.31.2023 (OP) | $369,148 | $371,156 |
| US Treasury Notes due 12.31.2023 (OP) | $200,583 | $200,789 |
| US Treasury Notes due 02.15.2047 (OP) | $139,383 | $118,690 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Azara Healthcare FNA SA Ingnite | FMV | $300,000 | $25,647 |
| Gold (held in-kind) | FMV | $166,995 | $182,450 |
| Land Lease | FMV | $1 | $107,135 |
| Partnership interest - MLG 1099 Dividend IV Fund LLC | AT COST | $169,507 | $200,000 |
| Partnership interest - MLG Dividend Fund V LLC | AT COST | $117,196 | $125,000 |
| Partnership interest - North Shore Plaza | AT COST | $56,332 | $100,000 |
| Partnership interest - North Shore Plaza | AT COST | $100,000 | $100,000 |
| Partnership interest - MT Ebo | FMV | $0 | $173,626 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid federal and state taxes | Desc |
| BOY Book Value | $12,909 | BOYBookValueAmt |
| EOY Book Value | $12,686 | EOYBookValueAmt |
| EOYFMV | $12,686 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance - employee health | $7,139 | $1,428 | $5,711 |
| Insurance - general | $1,687 | $1,687 | $0 |
| Telephone and internet expenses | $2,242 | $2,242 | $0 |
| Dues and subscriptions | $1,083 | $1,083 | $0 |
| Office expenses | $8,138 | $8,138 | $0 |
| Ordinary loss - from Enterprise Products Partners LC partnership | $13,671 | $0 | $0 |
| Ordinary loss - from Magellan Midstream Partners LP partnership | $4,657 | $0 | $0 |
| Ordinary loss - from MPLX LP partnership | $807 | $0 | $0 |
| Net rental real estate loss (Joe's Crab Shack) | $0 | $0 | $0 |
| Net rental real estate loss (MT EBO partnership) | $0 | $0 | $0 |
| Net rental real estate loss (Northshore partnership) | $14,899 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership interest - Mt EBO 22 Associates LLC | Desc |
| BOY Book Value | $35,667 | BOYBookValueAmt |
| EOY Book Value | $34,732 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Professional fees - investment advisory | $37,175 | $37,175 | $0 |
| Professional fees - payroll report preparation | $2,878 | $2,878 | $0 |
| Professional fees - contract labor | $1,125 | $1,125 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes - unrelated business tax | $12,718 | $0 | $0 |
| Taxes - excise | $611 | $0 | $0 |
| Taxes - state income taxes | $352 | $0 | $0 |
| Taxes - payroll | $7,746 | $1,549 | $6,197 |
| Taxes - foreign withheld | $1,529 | $0 | $0 |