MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-09-11
- IRS object ID
- 202302549349100010
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-11T07:46:01-07:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752736421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HAY MARSCHALL & MCKINNEYPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 391 | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264175604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Ellen Kent Bunyard Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3257036669 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3949 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Keith Davis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William Keith | PersonFirstNm |
| Person Last | Davis | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Minzenmayer | PreparerPersonNm |
| PTIN | P00048876 | PTIN |
| Phone | 3256554104 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $11,231,149 | 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 | $5,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,000 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,109 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $91,002 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $91,002 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $36,061 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $27,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,020,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,429 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $384,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,112 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $556 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $556 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,882 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,882 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,699 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,548 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,015 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,045 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,370 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,370 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $557,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $557,907 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $614,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,892 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,174,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,111 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $19,276 | AcctRcvblAmt |
| Acct Rcvbl EOY | $19,276 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $19,276 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $666,524 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $666,524 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,962,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,834,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,815,849 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $249,016 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $279,042 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $248,903 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,364,229 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $156,131 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,217,043 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,208,098 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,143,638 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,775 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,244 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $34,287 | LandBOYAmt |
| Land EOY | $31,317 | LandEOYAmt |
| Land EOYFMV | $30,110 | LandEOYFMVAmt |
| Other Assets BOY | $47,963 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,963 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,963 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,686,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,345,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,231,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $9,686,378 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,345,839 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,686,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,345,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,686,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,345,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,686,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340,539 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,345,839 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,345,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 880.282 American Funds Bond Fund of America | P | 2020-10-27 | 2022-09-23 | $9,976 | $12,321 | -$2,345 | -$2,345 |
| 300 Invesco QQQ Trust | P | 2019-08-22 | 2022-09-27 | $83,854 | $56,520 | $27,334 | $27,334 |
| 200 Invesco QQQ Trust | P | 2022-01-25 | 2022-09-27 | $55,903 | $69,817 | -$13,914 | -$13,914 |
| 200 Ishares Core MSCI EAFE ETF | P | 2022-02-02 | 2022-09-27 | $10,619 | $14,557 | -$3,938 | -$3,938 |
| 200 Ishares Core MSCI EAFE ETF | P | 2019-08-22 | 2022-09-27 | $10,618 | $11,765 | -$1,147 | -$1,147 |
| 100 Ishares Core MSCI EAFE ETF | P | 2020-07-15 | 2022-09-27 | $5,309 | $5,974 | -$665 | -$665 |
| 1100 Ishares Core MSCI EAFE ETF | P | 2022-01-25 | 2022-09-27 | $58,398 | $78,304 | -$19,906 | -$19,906 |
| 400 Ishares Core MSCI EAFE ETF | P | 2022-02-02 | 2022-09-27 | $21,236 | $29,115 | -$7,879 | -$7,879 |
| 300 Ishares Core MSCI Emerging | P | 2019-08-22 | 2022-09-27 | $13,288 | $14,299 | -$1,011 | -$1,011 |
| 150 Ishares Core MSCI Emerging | P | 2022-01-25 | 2022-09-27 | $6,644 | $8,846 | -$2,202 | -$2,202 |
| 350 Ishares Core MSCI Emerging | P | 2022-02-02 | 2022-09-27 | $15,503 | $20,902 | -$5,399 | -$5,399 |
| 260 Ishares Core S&P 500 ETF | P | 2022-01-25 | 2022-09-27 | $96,529 | $114,036 | -$17,507 | -$17,507 |
| 75 Ishares Core S&P 500 ETF | P | 2022-02-28 | 2022-09-27 | $27,845 | $32,680 | -$4,835 | -$4,835 |
| 1605.91 Oakmark Funds International Inst | P | 2021-06-04 | 2022-09-27 | $30,987 | $50,000 | -$19,013 | -$19,013 |
| 25.066 Oakmark Funds International Inst | P | 2021-12-16 | 2022-09-27 | $484 | $682 | -$198 | -$198 |
| 2508.93 Parnassus Endeavor Fund Inst | P | 2020-11-19 | 2022-09-27 | $103,398 | $113,000 | -$9,602 | -$9,602 |
| 17.5762 Parnassus Endeavor Fund Inst | P | 2020-12-17 | 2022-09-27 | $724 | $847 | -$123 | -$123 |
| 381.114 Parnassus Endeavor Fund Inst | P | 2021-11-18 | 2022-09-27 | $15,706 | $20,409 | -$4,703 | -$4,703 |
| 59.337 Parnassus Endeavor Fund Inst | P | 2021-12-22 | 2022-09-27 | $2,445 | $3,161 | -$716 | -$716 |
| 900 Schwab US Tips ETF | P | 2022-03-23 | 2022-09-27 | $47,118 | $55,472 | -$8,354 | -$8,354 |
| 50 Vanguard Small Cap ETF | P | 2022-02-02 | 2022-09-27 | $8,679 | $10,475 | -$1,796 | -$1,796 |
| 100 Vanguard Total Stock Market ETF | P | 2020-07-15 | 2022-09-27 | $18,511 | $16,299 | $2,212 | $2,212 |
| 200 Vanguard Total Stock Market ETF | P | 2020-10-26 | 2022-09-27 | $37,022 | $34,566 | $2,456 | $2,456 |
| 65 Vanguard Total World Stock ETF | P | 2022-07-27 | 2022-09-27 | $5,256 | $5,820 | -$564 | -$564 |
| 75 Vanguard Value ETF | P | 2022-09-23 | 2022-09-27 | $9,480 | $9,511 | -$31 | -$31 |
| 300 Vanguard Short Term Treasury ETF | P | 2022-03-31 | 2022-11-15 | $17,346 | $17,824 | -$478 | -$478 |
| 385 Vanguard Short Term Treasury ETF | P | 2022-09-28 | 2022-11-15 | $22,260 | $22,282 | -$22 | -$22 |
| 25 Vanguard Small Cap Growth ETF | P | 2022-09-27 | 2022-11-15 | $5,407 | $4,899 | $508 | $508 |
| 6250 Intel Corporation | P | 2010-09-16 | 2023-02-27 | $159,249 | $122,160 | $37,089 | $37,089 |
| 325 Invesco Nasdaq 100 ETF | P | 2022-09-27 | 2023-03-23 | $41,459 | $37,193 | $4,266 | $4,266 |
| Capital Gain Dividends | $79,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,123 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$87,668 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,807 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,807 | SubtotalAmt |
| Tax Based On Investment Income | $3,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,006 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,006 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $9,196 | OverpaymentAmt |
| Applied To ES Tax | $9,196 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | false | 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 | maryellenkentbunyardfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Minzenmayer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256554104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 W Beauregard Ave Suite 400 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William Keith Davis | ||||||
| 1 East Twohig Ave | San Angelo | TX | 76903 | President | 1.00 | $1,000 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Treasurer | 1.00 | $1,000 |
| Wylie O Webb | ||||||
| 4825 Century Drive | San Angelo | TX | 76903 | Secretary | 1.00 | $1,000 |
| Elizabeth Pfluger White | ||||||
| 5606 Columbine Ln | San Angelo | TX | 76904 | Vice President | 1.00 | $1,000 |
| Will Slaughter | ||||||
| 1312 S Madison St | San Angelo | TX | 76901 | Director | 1.00 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,034,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $805,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,223,539 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,063,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,063,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,897,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,807 | TotalTaxAmt |
| Distributable Before Adj | $541,050 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $541,050 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $541,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $614,321 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $614,321 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $541,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $576,725 | UndistributedIncomePYAmt |
| Qualifying Distributions | $614,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $576,725 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,596 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $503,454 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Ellen Kent Bunyard Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3949 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3257036669 | RecipientPhoneNum |
| Recipient Email Address | mekbff@suddenlink.com | RecipientEmailAddressTxt |
| Form And Info And Materials | No specific form. Request must be accompanied by proof it is a 501(c)3 charity, copy of most recent IRS Form 990, most recent financial statements and what the organizer intends to do with the grant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted anytime. Response in 3 months. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation awards grants to charities that provide assistance to youth (persons under age 18) and elderly (persons over age 70) of Tom Green County, Texas and adjoining counties. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Provide funding assistance for children's summer camps. | $10,000 |
| Concho Valley Regional Food Bank | |||||||
| 1313 South Hill Street | San Angelo | TX | 76903 | None | PC | Food & backpacks for weekends for children in need. | $50,000 |
| Meals for the Elderly | |||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | PC | To provide the home bound elderly with home delivered hot meals each week day. | $10,000 |
| Pregnancy Help Center of Concho Val | |||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | PC | Provide assistance, supplies & education to mothers under 18 who need services. | $15,000 |
| Rust Street Ministries | |||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | PC | Funding for supplies for elderly & children. | $10,000 |
| San Angelo Area Foundation | |||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | PC | All-Tex Splash Pads Fund for building 2 splash pads for use by children at two city parks. | $5,000 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Fabricate a water tank & plumbing installation for water utilities at home for boys. | $22,382 |
| West Texas Counseling Guidance Cent | |||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | PC | Funding for programs to serve children with autism spectrum disorder for one year until insurance funding begins. | $21,424 |
| Children's Advocacy Center | |||||||
| PO Box 5195 | San Angelo | TX | 76902 | None | Equipment for Hope House facility for abused and neglected children. | $65,000 | |
| Concho Valley Home for Girls | |||||||
| 412 Preusser Street | San Angelo | TX | 76903 | None | For home renovation projects, appliances, beds, & furniture for home for girls. | $50,000 | |
| YMCA | |||||||
| 353 S Randolph St | San Angelo | TX | 76903 | None | PC | Food costs for weekend backpacks for children in Head Start Program who need services. | $25,000 |
| Young Life of San Angelo | |||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | PC | Pay electricity for building for one year. | $4,800 |
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Take-home educational packets for youth and children. | $25,000 |
| San Angelo DESK Inc | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | PC | Purchase school supplies for students who cannot afford them. | $5,000 |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 75083 | None | PC | Provide free wheelchair ramps built with volunteer labor for low-income elderly adults in Tom Green County area. | $15,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Funding for Christmas parties for those under 18 who need assistance. | $10,000 |
| Meals for the Elderly | |||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | PC | Repairs for kitchen & other areas used for facility that provides meals for the home bound elderly. | $55,000 |
| Tom Green County Friends of the Lib | |||||||
| 3001 B Chadbourne | San Angelo | TX | 76903 | None | GOV | Furnishings for the children/youth portion of the North Branch of the Library. | $70,000 |
| Sight Savers of America | |||||||
| 337 Business Circle | Pelham | AL | 35124 | None | PC | Vision aids evaluations, equipment & training for children with vision problems as identified by region 15. | $18,240 |
| Emanuel School of Fine Arts | |||||||
| 3 S Randolph Street | San Angelo | TX | 76903 | None | PC | Materials & art supplies to support 15 week visual arts course for homeschool children. | $3,400 |
| Houze of Power | |||||||
| 4215 Armstrong | San Angelo | TX | 76903 | None | PC | Provide funding for bunk beds, mattresses, & commercial washer & dryer to assist with housing children. | $6,000 |
| Immanuel Baptist Church | |||||||
| 90 E 14th Street | San Angelo | TX | 76903 | None | PC | Provide funding for playground equipment. | $11,000 |
| Wall Volunteer Fire Department | |||||||
| 7873 Loop 570 | San Angelo | TX | 76905 | None | PC | Provide fire safety materials for children in grades K-2. | $1,161 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Provide funding assistance for children's summer camps. | $15,000 |
| Emanuel School of Fine Arts | |||||||
| 3 S Randolph Street | San Angelo | TX | 76903 | None | PC | Materials & art supplies to support visual arts course for 2023-2024 school year for homeschool children. | $4,500 |
| The Salvation Army of San Angelo | |||||||
| 34 W 3rd Street | San Angelo | TX | 76903 | None | PC | Supplies & uniforms for 20 soccer club teams for children. | $15,000 |
| San Angelo DESK Inc | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | PC | Purchase school supplies for students who cannot afford them for the 2023-2024 school year. | $10,000 |
| Concho Valley Home for Girls | |||||||
| 412 Preusser Street | San Angelo | TX | 76903 | None | PC | Provide clothing & personal items at home for girls. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $557,907 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,109 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $36,061 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,123 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $26,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,722 | TotalIncomeProducingActyAmt |
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 | Janet Bingham | CategoryTxt |
| Amt | $1,112 | Amt |
| Net Investment Income | $556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $556 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Fencing | 2017-05-17 | $1,622 | $405 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $3,500 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $595 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $800 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $846 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $445 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $308 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $417 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $521 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $471 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $800 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $175 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $842 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $425 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $37,947 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $3,125 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $2,850 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $2,044 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $3,568 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $1,388 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | $2,525 | SL | 20.0000 | $1,010 | $1,010 | $1,010 |
| Desk, Bridge & Credenza | 2020-06-24 | $5,807 | $710 | SL | 15.0000 | $387 | ||
| 4 Drawer Lateral File | 2020-06-24 | $5,807 | $710 | SL | 15.0000 | $387 | ||
| Conference Table | 2020-06-24 | $4,516 | $552 | SL | 15.0000 | $301 | ||
| 2 Arlington Club Chairs | 2020-06-24 | $2,366 | $289 | SL | 15.0000 | $158 | ||
| Steelcase Amia Chair | 2020-06-24 | $860 | $105 | SL | 15.0000 | $57 | ||
| 2 Arlington Guest Chairs | 2020-06-24 | $2,151 | $263 | SL | 15.0000 | $143 | ||
| Water Trough & Water Lines | 2021-01-14 | $8,750 | $584 | SL | 20.0000 | $438 | $438 | $438 |
| Electrical Hookups for Hunters | 2021-01-04 | $955 | $64 | SL | 20.0000 | $48 | $48 | $48 |
| 30 Fence Panels At Feeders | 2022-05-31 | $4,100 | SL | 20.0000 | $188 | $188 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,091.79 Morgan Stanley Core Plus Fixed | $58,943 | $49,492 |
| 3,776.137 Sh PIMCO Income Fund Inst | $43,757 | $39,461 |
| 4,701.232 Sh Bond Fund of America | $64,159 | $54,675 |
| 4,535.526 Allsprings Fds Core Plus Bond | $60,454 | $51,796 |
| 535 Ishares Core US Aggr Bd ETF | $51,729 | $53,479 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SS AT&T Inc | $185,757 | $141,360 |
| 6,000 SS Altria Group Inc | $132,030 | $285,060 |
| 4,100 SS American Electric Power | $153,033 | $378,922 |
| 3,000 SS Chevron Corp | $265,694 | $505,740 |
| 4,300 SS Coca Cola Company | $158,854 | $275,845 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $591,700 |
| 2,850 SS Johnson & Johnson | $169,993 | $466,545 |
| 1,500 SS Kimberly Clark | $99,725 | $217,335 |
| 9,000 SS Kraft Heinz Co | $339,136 | $353,430 |
| 8,500 SS Mondelez International Inc | $168,960 | $652,120 |
| 7,500 SS Pfizer Inc | $122,279 | $291,675 |
| 3,150 SS Philip Morris Int'l | $165,769 | $314,906 |
| 4,100 SS Proctor & Gamble Co | $250,198 | $641,158 |
| 235 Vanguard Total Stock Market ETF | $45,989 | $48,480 |
| 15,657.170 Sh Growth Fund of America | $1,063,670 | $865,059 |
| 6,539.647 Sh T Rowe Price Blue Chip Grow | $1,077,030 | $806,011 |
| 7,245.433 Sh Vanguard Growth Index Fund | $961,942 | $940,022 |
| 1,935 SS Warner Bros Discovery Inc | $58,177 | $26,335 |
| 7,291.835 Dodge & Cox Fds Global Stock | $116,035 | $98,659 |
| 7,166.885 Doubleline Fds Shiller Enhance | $137,290 | $91,091 |
| 1,300 Ishares MSCI Emrg Chn ETF | $62,811 | $64,870 |
| 500 Vanguard Small Cap ETF | $104,747 | $93,655 |
| 495 Invesco Exchange traded T | $56,648 | $65,677 |
| 4,900 Vanguard FTSE Dev Mkt ETF | $179,462 | $227,164 |
| 25 Vanguard Small Cap Growth | $4,899 | $5,342 |
| 1,940 Vanguard Large Cap ETF | $326,774 | $367,688 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $666,524 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $666,524 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $264,738 | $71,045 | $193,693 | $200,000 |
| Land | $911,301 | $911,301 | $818,000 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 | $125,638 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $43,561 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,244 | AccumulatedDepreciationAmt |
| Book Value | $31,317 | BookValueAmt |
| EOYFMV | $30,110 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Collectibles | $47,113 | $47,113 | $47,113 |
| Rental Deposit | $850 | $850 | $850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Charges | $50 | $50 | |
| Insurance | $2,886 | $2,886 | |
| Internet | $1,311 | $1,311 | |
| Miscellaneous | $535 | $535 | |
| Office Supplies | $4,693 | $4,693 | |
| Other Oil & Gas Revenue Deductions | $264 | $264 | |
| Rental Expenses | $41,896 | $41,896 | |
| Website Fees | $665 | $665 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Revenue And Expenses Per Books | $26,429 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Raymond James | $18,995 | $18,995 | $0 | $0 |
| Strategic Financial Concepts | $7,887 | $7,887 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $1,246 | $661 | $585 |
| Excise Tax | $23,569 | ||
| Gross Production Taxes | $1,038 | $1,038 | |
| Payroll Tax | $1,963 | $1,963 |