MARY ELLEN KENT BUNYARD FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELLEN KENT BUNYARD FAMILY FOUNDATION (EIN 26-4175604)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-07-20
- IRS object ID
- 202132019349100363
- Schema version
- 2020v4.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-20T10:52:13-07:00 | ReturnTs |
| Tax Period End | 2021-04-30 | 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 | 2020-05-01 | 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 | Wylie O Webb | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Wylie O | PersonFirstNm |
| Person Last | Webb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,822,162 | 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 | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $325,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,539 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $106,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $106,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$27,472 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,698,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,988,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,698,777 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,141,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,141,430 | 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 | $26,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,111 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,111 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,066 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,924 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,994 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,266 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,533 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,667 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,667 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,493 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $459,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $459,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $697,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,443,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,978,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $781,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,151,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,151,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,542,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,738,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,261,683 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $389,277 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $248,613 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $244,857 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,360,129 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $130,229 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,232,728 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,229,900 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,083,926 | LandBldgInvestmentsEOYFMVAmt |
| 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 | $6,304 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,483 | LandBOYAmt |
| Land EOY | $37,257 | LandEOYAmt |
| Land EOYFMV | $30,110 | LandEOYFMVAmt |
| Other Assets BOY | $19,401 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,963 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,963 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,984,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,455,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,822,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $182 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $7,983,989 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $9,455,669 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,983,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,455,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,984,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,455,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,983,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,443,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,711 | OtherIncreasesAmt |
| Subtotal | $9,455,669 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,455,669 | 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 |
|---|---|---|---|---|---|---|---|
| 0.200 Viatris Inc | P | 2010-11-08 | 2020-11-25 | $3 | $1 | $2 | $2 |
| 703.382 Virtus Funds | P | 2019-08-27 | 2020-11-20 | $46,976 | $28,768 | $18,208 | $18,208 |
| 200 Vanguard Total Stock Market | P | 2019-08-22 | 2020-11-23 | $36,840 | $29,855 | $6,985 | $6,985 |
| 100 Invesco QQQ Trust | P | 2019-08-22 | 2020-11-23 | $29,245 | $18,840 | $10,405 | $10,405 |
| 43 Wabtec | P | 2019-02-26 | 2021-01-06 | $3,113 | $3,357 | -$244 | -$244 |
| 8,000 General Electric | P | 2017-09-06 | 2021-01-06 | $83,359 | $198,025 | -$114,666 | -$114,666 |
| 1,861 Viatris Inc | P | 2010-12-22 | 2021-01-06 | $34,449 | $13,377 | $21,072 | $21,072 |
| 4,250 Mondelez Intl Inc | P | 2010-12-22 | 2021-01-06 | $244,459 | $84,480 | $159,979 | $159,979 |
| 6,250 Intel Corporation | P | 2010-09-16 | 2021-01-06 | $312,503 | $116,584 | $195,919 | $195,919 |
| 1,425 Johnson & Johnson | P | 2010-08-24 | 2021-01-07 | $225,558 | $82,745 | $142,813 | $142,813 |
| 2,050 Procter & Gamble Company | P | 2011-03-18 | 2021-01-07 | $283,818 | $130,243 | $153,575 | $153,575 |
| 3,000 Altria Group | P | 2019-05-31 | 2021-01-08 | $124,200 | $66,015 | $58,185 | $58,185 |
| 2,000 American Electric Power | P | 2011-09-22 | 2021-01-08 | $164,763 | $73,362 | $91,401 | $91,401 |
| 4,000 AT&T Inc | P | 2010-02-01 | 2021-02-24 | $117,480 | $102,228 | $15,252 | $15,252 |
| 3,000 Altria Group | P | 2019-05-31 | 2021-02-22 | $133,350 | $66,015 | $67,335 | $67,335 |
| 1,425 Johnson & Johnson | P | 2010-11-29 | 2021-02-22 | $231,118 | $85,729 | $145,389 | $145,389 |
| 3,150 Philip Morris Intl | P | 2019-05-31 | 2021-02-22 | $272,312 | $165,769 | $106,543 | $106,543 |
| 2,150 Coca Cola Company | P | 2012-01-13 | 2021-02-24 | $108,942 | $71,676 | $37,266 | $37,266 |
| 3,750 Pfizer Inc | P | 2010-11-08 | 2021-02-24 | $127,124 | $60,336 | $66,788 | $66,788 |
| 2,000 American Electric Power | P | 2011-10-04 | 2021-03-01 | $154,219 | $72,523 | $81,696 | $81,696 |
| 2,150 Coca Cola Company | P | 2012-01-13 | 2021-03-01 | $107,931 | $71,676 | $36,255 | $36,255 |
| 3,750 Pfizer Inc | P | 2010-11-08 | 2021-04-09 | $134,981 | $59,957 | $75,024 | $75,024 |
| 4,250 Mondelez Intl Inc | P | 2012-12-31 | 2021-04-09 | $250,880 | $84,480 | $166,400 | $166,400 |
| 2,050 Procter & Gamble Company | P | 2012-12-31 | 2021-04-09 | $280,338 | $127,609 | $152,729 | $152,729 |
| 10.15 Matthews Asia Growth | P | 2019-08-22 | 2021-04-05 | $400 | $261 | $139 | $139 |
| 300 Ishares Inc | P | 2019-08-22 | 2020-06-16 | $14,205 | $14,300 | -$95 | -$95 |
| 300 Ishares Trust | P | 2019-08-22 | 2020-06-16 | $17,115 | $17,655 | -$540 | -$540 |
| 9,827.276 Metropolitan West Funds | P | 2020-05-31 | 2020-07-15 | $110,238 | $109,168 | $1,070 | $1,070 |
| 6,829.953 Double line Funds Shiller Enhanced Cape | P | 2020-06-30 | 2020-07-15 | $103,177 | $104,961 | -$1,784 | -$1,784 |
| 7,450.291 Cohen & Steers Fds Real Estate Sec I | P | 2019-11-30 | 2020-10-27 | $111,879 | $123,284 | -$11,405 | -$11,405 |
| 4,000 AT&T Inc | P | 2010-08-20 | 2021-04-09 | $123,299 | $106,218 | $17,081 | $17,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,698,777 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,754 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,495 | SubtotalAmt |
| Tax Based On Investment Income | $27,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19,375 | TaxDueAmt |
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 | Wylie O Webb | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3257036669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 West Concho Avenue Suite 209 | 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 (4 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 | $1,250 |
| Gus Alexander | ||||||
| 5622 Columbine | San Angelo | TX | 76904 | Vice President | 1.00 | $1,250 |
| Wylie O Webb | ||||||
| 4825 Century Drive | San Angelo | TX | 76903 | Secretary-Treas | 1.00 | $1,250 |
| Brian Minzenmayer | ||||||
| 3614 Dominion Ridge | San Angelo | TX | 76904 | Director | 1.00 | $1,250 |
| 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 | $9,064,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $844,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,085,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,995,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,995,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,830,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,495 | TotalTaxAmt |
| Distributable Before Adj | $514,021 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $514,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $514,021 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,602 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $21,507 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $550,109 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $550,109 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $514,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $521,765 | UndistributedIncomePYAmt |
| Qualifying Distributions | $550,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $521,765 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,344 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $485,677 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Club of San Angelo | |||||||
| 1802 Lillie | San Angelo | TX | 76903 | None | PC | Program supplies for 5 core program areas for children. | $8,000 |
| Eldorado Service Center | |||||||
| PO Box 105 | Eldorado | TX | 76936 | None | PC | Cover electricity for building for one year. | $10,000 |
| Girl Scouts of Central Texas | |||||||
| 12012 Park 35 Circle | Austin | TX | 78753 | None | PC | Sisters' program. | $10,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Children limited camp experiences & annual Christmas party & gifts. | $30,000 |
| 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. | $45,000 |
| Pregnancy Help Center of Concho Val | |||||||
| 2525 Sherwood Way | San Angelo | TX | 76901 | None | PC | Provide assistance to mothers under 18 who need services and provide education. | $10,000 |
| Rust Street Ministries | |||||||
| 803 Rust Street | San Angelo | TX | 76903 | None | PC | Food and clothing for elderly and those under 18 years of age. | $10,000 |
| San Angelo Area Foundation | |||||||
| 221 South Irving Street | San Angelo | TX | 76903 | None | PC | Heritage Park funding to purchase books for Hank the Cowdog for 4th & 5th grade students in Tom Green County. | $10,000 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Purchase a new van for transporting boys to approved activities. | $42,152 |
| West Texas Counseling Guidance Cent | |||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | PC | Remodeling of 2 floors of facility in Cactus Hotel used for therapy for children and youth. | $84,255 |
| YMCA | |||||||
| 353 S Rondolph St | San Angelo | TX | 76903 | None | PC | Scholarships for children who need services. | $10,000 |
| Young Life of San Angelo | |||||||
| PO Box 6181 | San Angelo | TX | 76906 | None | PC | Pay electricity for 12 months. | $4,800 |
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Educational supplies & programs for youth and children during COVID-19 pandemic. | $25,000 |
| Sonrisas Trails | |||||||
| 5185 South Bryant Blvd | San Angelo | TX | 76904 | None | PC | Open up facilities for camps to public. | $23,000 |
| San Angelo Safari Club Internationa | |||||||
| 8137 US Highway 87 North | San Angelo | TX | 76901 | None | PC | Youth hunts and hunter education programs. | $10,000 |
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Educational program for children and youth. | $25,000 |
| Trinity Lutheran School | |||||||
| 3516 Lutheran Way | San Angelo | TX | 76904 | None | PC | Purchase computers for students during COVID-19 pandemic. | $16,450 |
| Cornerstone Christian School | |||||||
| 1502 N Jefferson St | San Angelo | TX | 76901 | None | PC | Purchase computers for students during COVID-19 pandemic. | $26,340 |
| San Angelo DESK Inc | |||||||
| 3505 wildwood Drive | San Angelo | TX | 76904 | None | PC | Purchase school supplies for students who cannot afford them. | $13,000 |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 75083 | None | PC | Provide free wheelchair ramps built with volunteer labor for low-income older adults in Tom Green County area. | $12,000 |
| House of Faith | |||||||
| 321 Montecito Drive | San Angelo | TX | 76903 | None | PC | Camp scholarships for those under 18 who need assistance. | $10,000 |
| Meals for the Elderly | |||||||
| 310 Houston Harte | San Angelo | TX | 76903 | None | PC | Feed clients over 70 years of age. | $15,000 |
| West Texas Counseling Guidance Cent | |||||||
| 33 East Twohig Avenue 6th Floor | San Angelo | TX | 76903 | None | PC | Additional funding for completion of 2 floors of facility in Cactus Hotel used for therapy for children and youth. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $459,997 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,539 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$27,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,698,777 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil and Gas Royalties | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,007,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,007,458 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Janet Bingham | $1,141 | $500 | $0 | $641 |
| Jones Hay Marschall & McKinney | $425 | $0 | $0 | $425 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 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 | $243 | SL | 20.0000 | $81 | $81 | $81 |
| Fencing Middle Pasture | 2017-10-11 | $17,500 | $2,100 | SL | 25.0000 | $700 | $700 | $700 |
| Fire Proof Safe | 2017-05-01 | $1,784 | $357 | SL | 15.0000 | $119 | ||
| Sentry Fire Proof Safe | 2017-05-01 | $2,396 | $480 | SL | 15.0000 | $160 | ||
| L Desk Wood Top 66X80 | 2018-02-20 | $3,043 | $440 | SL | 15.0000 | $203 | ||
| Wall Mount Unit 72" | 2018-02-20 | $1,600 | $231 | SL | 15.0000 | $107 | ||
| 2 Drawer Lateral File | 2018-02-20 | $1,117 | $160 | SL | 15.0000 | $74 | ||
| 3 Drawer Lateral File | 2018-02-20 | $1,495 | $217 | SL | 15.0000 | $100 | ||
| 4 Drawer Lateral File | 2018-02-20 | $1,873 | $271 | SL | 15.0000 | $125 | ||
| 42" Round Table | 2018-02-20 | $1,701 | $245 | SL | 15.0000 | $113 | ||
| 4 Arlington Club Chairs | 2018-02-20 | $2,875 | $416 | SL | 15.0000 | $192 | ||
| Amia Ergonomic Chair | 2018-02-20 | $630 | $91 | SL | 15.0000 | $42 | ||
| Dell Computer | 2018-01-21 | $1,981 | $446 | SL | 10.0000 | $198 | ||
| 2 Estagers | 2018-03-13 | $1,559 | $217 | SL | 15.0000 | $104 | ||
| Fencing | 2017-01-01 | $142,306 | $23,717 | SL | 20.0000 | $7,115 | $7,115 | $7,115 |
| Fencing | 2018-07-01 | $16,308 | $1,495 | SL | 20.0000 | $815 | $815 | $815 |
| Road Work | 2019-03-01 | $18,005 | $1,050 | SL | 20.0000 | $900 | $900 | $900 |
| Fencing Middle Pasture | 2018-05-01 | $10,224 | $1,022 | SL | 20.0000 | $511 | $511 | $511 |
| Fencing South Pasture | 2018-05-01 | $17,840 | $1,784 | SL | 20.0000 | $892 | $892 | $892 |
| Fencing Middle Pasture | 2018-05-01 | $6,936 | $694 | SL | 20.0000 | $347 | $347 | $347 |
| Roof Hunting Lodge | 2019-11-20 | $20,192 | $505 | SL | 20.0000 | $1,010 | $1,010 | $1,010 |
| Desk, Bridge & Credenza | 2020-06-24 | $5,807 | SL | 15.0000 | $323 | |||
| 4 Drawer Lateral File | 2020-06-24 | $5,807 | SL | 15.0000 | $323 | |||
| Conference Table | 2020-06-24 | $4,516 | SL | 15.0000 | $251 | |||
| 2 Arlington Club Chairs | 2020-06-24 | $2,366 | SL | 15.0000 | $131 | |||
| Steelcase Amia Chair | 2020-06-24 | $860 | SL | 15.0000 | $48 | |||
| 2 Arlington Guest Chairs | 2020-06-24 | $2,151 | SL | 15.0000 | $120 | |||
| Water Trough & Water Lines | 2021-01-14 | $8,750 | SL | 20.0000 | $146 | $146 | $146 | |
| Electrical Hookups for Hunters | 2021-01-04 | $955 | SL | 20.0000 | $16 | $16 | $16 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | STATEMENT OF RENTAL INCOME OR (LOSS)Form 990-PF, Part I, Line 5bNet Rental Income or (Loss)Ranch Land - Tom Green County, TexasGross Rental Income..................................................$ 106,500.ExpensesDepreciation.........................................................$ 12,533.Insurance............................................................ 5.Legal and Professional Fees.......................................... 15,507.Management Fees...................................................... 12,000.Miscellaneous........................................................ 6,500.Repairs.............................................................. 750.Taxes................................................................ 8,348.Utilities............................................................ 613.Conservation Expense................................................. 77,716. ----------- Total Expenses.....................................................$ 133,972. Net Rental Income or(Loss) $ -27,472. =========== |
| General Explanation Supplemental Information for Form 990-PF | STATEMENT REGARDING NET RENTAL LOSS (AS REPORTED IN PART I, LINE 5b)The net rental loss is from a ranch held for investment. The ranch incurred a loss for the fiscal year ended April 30, 2021 due to a grass fire in June, 2020. This grass fire was started by an electrical storm.The additional expenses incurred due to this grass fire were as follows:East Concho Volunteer Fire Department................................$ 1,500.Wall Volunteer Fire Department....................................... 2,000.Christoval Volunteer Fire Department................................. 1,000.Pecan Creek Volunteer Fire Department................................ 1,200.Conservation Fire Team - cost of a controlled burn................... 8,051.Bivens Mesquite Management - labor & chemicals to spray Mesquite to try and prevent future fires...................................... 52,165. -----------Total Cost This Year Due to Grass Fire & Fire Prevention.............$ 65,916. =========== |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,577.729 Morgan Stanley Core Plus Fixed | $76,614 | $75,447 |
| 3,385.847 Sh PIMCO Income Fund Inst | $39,880 | $40,833 |
| 6,335.841 Western Asset Core Plus Bond I | $77,450 | $76,410 |
| 3,884.331 Sh Bond Fund of America | $54,669 | $52,167 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,000 SS AT&T Inc | $243,943 | $251,280 |
| 6,000 SS Altria Group Inc | $132,030 | $286,500 |
| 4,100 SS American Electric Power | $153,033 | $363,711 |
| 3,000 SS Chevron Corp | $265,694 | $309,210 |
| 4,3600 SS Coca Cola Company | $158,854 | $232,114 |
| 5,000 SS Exxon Mobile Corp | $427,831 | $286,200 |
| 6,250 SS Intel Corporation | $122,160 | $359,562 |
| 2,850 SS Johnson & Johnson | $169,993 | $463,781 |
| 1,500 SS Kimberly Clark | $99,725 | $199,980 |
| 9,000 SS Kraft Heinz Co | $339,136 | $371,610 |
| 8,500 SS Mondelez International Inc | $168,960 | $516,885 |
| 7,500 SS Pfizer Inc | $122,279 | $289,875 |
| 3,150 SS Philip Morris Int'l | $165,769 | $299,250 |
| 4,100 SS Proctor & Gamble Co | $250,198 | $547,022 |
| 400 SS Invesco QQQ Trust Series 1 | $75,360 | $135,196 |
| 300 SS IShares Core MSCI Emerging Mkts | $14,300 | $19,641 |
| 400 SS IShares Core MSCI EAFE | $23,621 | $29,724 |
| 1,900 SS Vanguard Total Stock Market ETF | $300,520 | $412,490 |
| 1,758.61 SS Virtus KAR Mid Cap Growth | $72,006 | $126,637 |
| 917.622 SS Fidelity Advisor EmergingAsia | $36,639 | $63,692 |
| 1,255.158 SS Matthews Asia Growth Inv | $33,133 | $48,801 |
| 2,155.437 SS Morgan Stanley Int'l Adv | $40,106 | $62,443 |
| 1,678.449 SS Morgan Stanley Int'l Oppty | $40,191 | $72,543 |
| 2,518.742 SS Virtus KAR Int'l Small Cap | $42,606 | $62,641 |
| 10,321.232 Sh Growth Fund of America | $700,000 | $751,592 |
| 4,235.155 Sh T Rowe Price Blue Chip Grow | $700,000 | $756,780 |
| 5,404.320 Sh Vanguard Growth Index Fund | $701,040 | $764,171 |
| 616.14 Morgan Stanley Inst Global Opp I | $25,339 | $28,866 |
| 2,531.515 Parnassus Invest Endeavor Inv | $113,847 | $149,486 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $260,638 | $45,143 | $215,495 | $200,000 |
| Land | $911,301 | $911,301 | $831,250 | |
| Miscellaneous | $188,190 | $85,086 | $103,104 | $52,676 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Capital Credits | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,775 | BookValueAmt |
| EOYFMV | $1,775 | EOYFMVAmt |
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 | $6,304 | AccumulatedDepreciationAmt |
| Book Value | $37,257 | BookValueAmt |
| EOYFMV | $30,110 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hay,Wittenburg,Davis | CategoryTxt |
| Legal Fees | $1,111 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,111 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Collectibles | $19,401 | $47,113 | $47,113 |
| Rental Deposit | $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 | $40 | $40 | |
| Insurance | $11,828 | $11,828 | |
| Internet | $1,215 | $1,215 | |
| Miscellaneous | $594 | $594 | |
| Office Supplies | $6,022 | $6,022 | |
| Other Oil & Gas Revenue Deductions | $54 | $54 | |
| Rental Expenses | $121,439 | $121,439 | |
| Storage | $818 | $818 |
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 | $10,536 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,536 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to Collectibles Book Value | Desc |
| Amt | $27,711 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Raymond James | $19,694 | $19,694 | $0 | $0 |
| Strategic Financial Concepts | $8,230 | $8,230 | $0 | $0 |
| Trappings Antiques | $2,250 | $0 | $0 | $2,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem | $425 | $425 | |
| Excise Tax | $2,773 | ||
| Gross Production | $478 | $478 | |
| Payroll Tax | $1,994 | $1,994 |