2021-10-27T09:30:09-05:00 2020-12-31 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE STE 400 DALLAS TX 75225 990PF 2020-01-01 752266308 RD & JOAN DALE HUBBARD FOUNDATION RD&J 5752585919 PO BOX 2498 RUIDOSO NM 88355 JOAN HUBBARD TREASURER 5752585919 2021-10-18 1 JOAN HUBBARD 999009999 CURTIS MAXFIELD P00445178 2143939300 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 39123993 X 21450 481657 481657 1008760 12975395 1008760 151879 116893 1663746 1607310 69000 0 69000 16179 0 16179 14100 7050 7050 417 0 417 87 87 0 79730 3665 66065 66188 0 54534 0 54534 264325 212490 51835 564560 223292 265080 2639403 2639403 3203963 223292 2904483 -1540217 1384018 953281 953281 1358089 1931764 1931764 35526 17200 35526 35526 21789643 18851024 29581882 2452256 630442 1884692 1821814 1821814 2470177 3214540 3214540 139804 130737 12377 9067 9067 1736654 1576119 1576119 29268832 28393135 39123993 2500 126075 217375 128575 217375 X 29140257 28175760 29140257 28175760 29268832 28393135 29140257 -1540217 575720 28175760 0 28175760 PUBLICLY TRADED SECURITIES P 2020-01-01 2020-12-31 2812941 2903627 -90686 -90686 PUBLICLY TRADED SECURITIES P 2019-01-01 2020-12-31 10036437 9025947 1010490 1010490 PASSTHROUGH FROM PARTNERSHIPS P 2020-01-01 2020-12-31 25 25 25 PASSTHROUGH FROM PARTNERSHIPS P 2019-01-01 2020-12-31 37061 -37061 -37061 CAPITAL GAIN DISTRIBUTIONS P 2019-01-01 2020-12-31 125992 125992 125992 1008760 19238 0 19238 0 19238 34030 0 0 0 34030 0 14792 14792 0 0 0 0 0 0 0 0 0 0 0 1 1 TX NM CA 1 0 0 0 0 1 N/A EDWARD A BURGER 5752585919 103 SIERRA BLANCA DRIVE RUIDOSO NM 88345 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN DALE HUBBARD PO BOX 2498 RUIDOSO NM 88355 PRESIDENT 1.00 0 0 0 EDWARD A BURGER PO BOX 2498 RUIDOSO NM 88355 VP/SEC/TREAS 1.00 0 0 0 ROBERT DONALDSON PO BOX 2498 RUIDOSO NM 88355 EXECUTIVE DIRECTOR 40.00 69000 0 0 NONE 0 NONE 0 0 23910481 4278718 4826185 33015384 0 0 33015384 495231 32520153 1626008 1626008 19238 19238 1606770 0 1606770 0 1606770 2904483 0 2904483 0 2904483 1606770 0 0 218967 25511 1907451 912929 872419 3937277 2904483 0 0 0 1606770 1297713 0 0 5234990 0 0 0 0 0 0 218967 5016023 25511 1907451 912929 872419 1297713 JOAN DALE HUBBARD ROBERT DONALDSON PO BOX 2498 RUIDOSO NM 88355 5752585919 GENERAL LETTER OF REQUEST NONE-NOTICE OF ACCEPTANCE/DENIAL RETURNED IN TWO MONTHS EDUCATIONAL PURPOSES PRIMARILY IN THESE STATES - 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PORTALES 1500 S AVE K PORTALES NM 88130 NONE PUBLIC SCHOLARSHIP 750 EASTERN NEW MEXICO UNIVERSITY - RUIDOSO 709 MECHEM DR RUIDOSO NM 88345 NONE PUBLIC SCHOLARSHIP 3375 EISENHOWER MEDICAL CENTER 39000 BOB HOPE DR RANCHO MIRAGE CA 92270 NONE PUBLIC GENERAL SUPPORT 800000 FAMILY YMCA OF THE DESERT 43930 SAN PABLO AVE PALM DESERT CA 92260 NONE PUBLIC GENERAL SUPPORT 2500 FORT HAYS STATE UNIVERSITY 600 PARK ST HAYS KS 67601 NONE PUBLIC SCHOLARSHIP 5000 FORT STANTON INC PO BOX 1 FORT STANTON NM 88323 NONE PUBLIC GENERAL SUPPORT 3500 FRIENDS UNIVERSITY 2100 W UNIVERSITY AVE WICHITA KS 67213 NONE PUBLIC SCHOLARSHIP 5000 FRONT RANGE COMMUNITY COLLEGE 3645 W 112TH AVE WESTMINSTER CO 80031 NONE PUBLIC SCHOLARSHIP 2500 GUTHRIE OPPORTUNITY CENTER FOUNDATION INC 900 NUTTER DR BARDSTOWN KY 40004 NONE PUBLIC GENERAL SUPPORT 20000 HELP END ABUSE FOR LIFE INC 26374 US HWY 70 RUIDOSO DOWNS NM 88346 NONE PUBLIC GENERAL SUPPORT 7500 HIGH MOUNTAIN YOUTH PROJECT 637 SUDDERTH DR RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 9528 HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA 320 ALEXANDRIA VA 22314 NONE PUBLIC SCHOLARSHIP 150000 HUMANE SOCIETY OF LINCOLN CO 26048 US HWY 70 RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 1000 JOHN BURTON FOUNDATION 235 MONTGOMERY ST 1142 SAN FRANCISCO CA 94104 NONE PUBLIC GENERAL SUPPORT 5000 KANSAS STATE UNIVERSITY 105 ANDERSON HALL MANHATTAN KS 66506 NONE PUBLIC SCHOLARSHIP 22000 LINCOLN COUNTY FOOD BANK 138 SERVICE RD RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 15000 LINCOLN COUNTY SANTA'S HELPERS 1211 HULL RD LINCOLN COUNTY NM 88345 NONE PUBLIC GENERAL SUPPORT 3000 LINCOLN COUNTY SHERIFF'S DEPARTMENT 300 CENTRAL AVE CARRIZOZO NM 88301 NONE PUBLIC GENERAL SUPPORT 7000 MATTHEW SILVERMAN MEMORIAL 324 S BEVERLY DR 411 BEVERLY HILLS CA 90212 NONE PUBLIC GENERAL SUPPORT 5000 MIRACLE'S PAWS FOR PETS PO BOX 881 CARRIZOZO NM 88301 NONE PUBLIC GENERAL SUPPORT 2000 NEW MEXICO MILITARY INSTITUTE 101 W COLLEGE BLVD ROSWELL NM 88201 NONE PUBLIC SCHOLARSHIP 950 NEW MEXICO STATE UNIVERSITY 1780 E UNIVERSITY AVE LAS CRUCES NM 88003 NONE PUBLIC SCHOLARSHIP 6000 OKLAHOMA STATE UNIVERSITY 120 AGRICULTURE N STILLWATER OK 74078 NONE PUBLIC SCHOLARSHIP 4000 REGION 9 SCHOOL BASED HEALTH CENTER 143 EL PASO RD RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 10000 RUIDOSO DOWNS POLICE DEPARTMENT 123 DOWNS DR RUIDOSO DOWNS NM 88346 NONE PUBLIC GENERAL SUPPORT 5000 RUIDOSO DOWNS RACETRACK CHAPLAINCY PO BOX 449 RUIDOSO DOWNS NM 88346 NONE PUBLIC GENERAL SUPPORT 25000 RUIDOSO POLICE DEPARTMENT 1085 MECHEM DR RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 23000 SCRIPPS HEALTH FOUNDATION 4275 CAMPUS POINT CT SAN DIEGO CA 92121 NONE PUBLIC GENERAL SUPPORT 500000 SKI APACHE ADAPTIVE SPORTS 1286 SKI RUN RD ALTO NM 88312 NONE PUBLIC GENERAL SUPPORT 10000 SNOW COLLEGE 150 COLLEGE AVE E EPHRAIM UT 84627 NONE PUBLIC SCHOLARSHIP 2500 SOUTHWESTERN ARTS ALLIANCE INC PO BOX 225 HONDO NM 88336 NONE PUBLIC GENERAL SUPPORT 2800 SPENCER THEATER FOR THE PERFORMING ARTS INC 108 SPENCER RD ALTO NM 88312 NONE PUBLIC GENERAL SUPPORT 40000 ST JOHN'S COLLEGE 1160 CAMINO DE CRUZ BLANCA SANTA FE NM 87505 NONE PUBLIC SCHOLARSHIP 2000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE PUBLIC SCHOLARSHIP 4000 STATE FAIR OF TEXAS 3809 GRAND AVE DALLAS TX 75210 NONE PUBLIC GENERAL SUPPORT 2500 SUNPORCH OF SMITH CENTER 300 ROGER BARTA WAY SMITH CENTER KS 66967 NONE PUBLIC GENERAL SUPPORT 102000 TEXAS A&M UNIVERSITY 400 BIZZELL ST COLLEGE STATION TX 77843 NONE PUBLIC SCHOLARSHIP 5000 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PUBLIC SCHOLARSHIP 53000 TEXAS TECH UNIVERSITY 2500 BRDWAY LUBBOCK TX 79409 NONE PUBLIC SCHOLARSHIP 8000 TEXAS WOMAN'S UNIVERSITY 304 ADMINISTRATION DR DENTON TX 76204 NONE PUBLIC SCHOLARSHIP 5000 THE LIVING DESERT 47-900 PORTOLA AVE PALM DESERT CA 92260 NONE PUBLIC GENERAL SUPPORT 500000 UNIVERSITY OF ARIZONA THE UNIVERSITY OF ARIZONA TUCSON AZ 85721 NONE PUBLIC SCHOLARSHIP 14000 UNIVERSITY OF COLORADO - DENVER 1201 LARIMER ST DENVER CO 80204 NONE PUBLIC SCHOLARSHIP 2000 UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWERENCE KS 66045 NONE PUBLIC SCHOLARSHIP 5000 UNIVERSITY OF NEBRASKA - LINCOLN 1400 R ST LINCOLN NE 68588 NONE PUBLIC SCHOLARSHIP 2000 UNIVERSITY OF NEW MEXICO - LOBO CLUB 1414 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 NONE PUBLIC GENERAL SUPPORT 10000 UNIVERSITY OF NEW MEXICO THE UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 NONE PUBLIC SCHOLARSHIP 2500 WARRIOR PRIDE 200 HORTON CIR RUIDOSO NM 88345 NONE PUBLIC GENERAL SUPPORT 2500 WASHBURN UNIVERSITY 1700 SW COLLEGE AVE TOPEKA KS 66621 NONE PUBLIC SCHOLARSHIP 7500 WICHITA STATE UNIVERSITY 1845 FAIRMOUNT ST WICHITA KS 67260 NONE PUBLIC SCHOLARSHIP 1500 YOUTH ON COURSE 3200 LOPEX RD PEBBLE BEACH CA 93953 NONE PUBLIC GENERAL SUPPORT 5000 2639403 0 14 481657 18 1008760 PASSTHROUGH FROM PARTNERSHIP INVESTMENTS 523000 34986 14 -11792 OTHER INCOME 10150 RENTAL INCOME 16 118535 34986 1607310 0 1642296 0 0 0 0 0 0 0 0 0 0 X X 1 PROFESSOR FRAN & GERI JABARA FUND INC PO BOX 782050 WICHITA KS 67278 20000 X ACCOUNTING FEES 14100 7050 7050 EQUIPMENT/FURNITURE 1991-06-30 9567 9567 200DB 7.000000000000 0 0 IBM TYPEWRITER 1995-04-05 395 395 SL 7.000000000000 0 0 FURNITURE - VARIOUS 1995-04-10 4349 4349 SL 7.000000000000 0 0 FURNISHINGS 1995-05-03 1190 1190 SL 7.000000000000 0 0 OFFICE AWNING 1995-06-19 1314 1314 SL 7.000000000000 0 0 PHONE SYSTEM 1997-08-15 1487 1487 SL 7.000000000000 0 0 BUILDING REMODEL 1997-08-15 9049 5199 SL 39.000000000000 232 0 OFFICE FURNITURE 1997-08-15 2862 2862 SL 7.000000000000 0 0 CARPET, BLINDS, AWNING 1997-08-15 1410 1410 SL 7.000000000000 0 0 LIGHT FIXTURES & FAN 1999-05-17 873 873 SL 7.000000000000 0 0 PANASONIC COPIER 1999-07-14 4843 4843 SL 7.000000000000 0 0 AIR CONDITIONER 2000-09-12 2851 2851 SL 7.000000000000 0 0 PHONE SYSTEM 2003-09-15 400 400 SL 7.000000000000 0 0 COPIER - ROYAL RC 2310 2006-01-15 2500 2500 SL 5.000000000000 0 0 BATHROOM REMODEL 2008-08-11 3773 1103 SL 39.000000000000 97 0 2008 TOYOTA 2008-11-05 38794 38794 SL 5.000000000000 0 0 COMPUTER FOR OFFICE 2008-10-14 1512 1512 SL 5.000000000000 0 0 2008 CRYSLER 300 C 2009-05-26 15590 15590 200DB 5.000000000000 0 0 THERMAL WAREHOUSE 2009-12-01 1257256 323713 SL 39.000000000000 32237 0 WAREHOUSE B THERMAL - BUILDING ONLY LAND LEASED 2012-01-17 1195000 243851 SL 39.000000000000 30641 0 FENCE 2012-03-26 1812 357 SL 39.000000000000 46 0 2014 JEEP GRAND CHEROKEE 2016-09-13 35233 13214 150DB 5.000000000000 2935 0 BEL AIR TROOB 111294 111294 BEL AIR US EQUITIES 6026683 12485909 BEL AIR LAZARD SEP 2222279 3124037 BEL AIR FIXED 31823 595577 556703 BEL AIR DODGE COX 7371255 9496030 BEL AIR CLEARBRIDGE 2523936 3807909 THERMAL WAREHOUSE 1257256 355950 901306 901306 WAREHOUSE B THERMAL - BUILDING ONLY LAND LEASED 1195000 274492 920508 920508 BEL AIR APOLLO COF III EXEMPT FEEDER AT COST 57717 57717 BEL AIR APOLLO CREDIT OP AT COST 258443 258443 GAMEPLAY NETWORK AT COST 250000 250000 RIDE TELEVISION NETWORKS INC AT COST 500010 500010 THE LEAF AT 73-740 AT COST 38795 38795 VINEYARD FUND SPV I AT COST 48879 48879 LEED HOLDINGS LLC AT COST 500000 500000 LOVELL MINNICK AT COST 362705 362705 BEL AIR DYAL CAPITAL PARTNERS AT COST 897991 897991 ARTWORK AT COST 300000 300000 EQUIPMENT/FURNITURE 9567 9567 0 0 IBM TYPEWRITER 395 395 0 0 FURNITURE - VARIOUS 4349 4349 0 0 FURNISHINGS 1190 1190 0 0 OFFICE AWNING 1314 1314 0 0 PHONE SYSTEM 1487 1487 0 0 BUILDING REMODEL 9049 5431 3618 3618 OFFICE FURNITURE 2862 2862 0 0 CARPET, BLINDS, AWNING 1410 1410 0 0 LIGHT FIXTURES & FAN 873 873 0 0 PANASONIC COPIER 4843 4843 0 0 AIR CONDITIONER 2851 2851 0 0 PHONE SYSTEM 400 400 0 0 COPIER - ROYAL RC 2310 2500 2500 0 0 BATHROOM REMODEL 3773 1200 2573 2573 2008 TOYOTA 38794 38794 0 0 COMPUTER FOR OFFICE 1512 1512 0 0 2008 CRYSLER 300 C 15590 15590 0 0 FENCE 1812 403 1409 1409 2014 JEEP GRAND CHEROKEE 35233 33766 1467 1467 LEGAL FEES 16179 0 16179 DEPOSITS 100 100 100 N/R - FRENCH BROTHERS HOMES 467717 311929 311929 BRILEY- MORTGAGE LOAN 268837 264090 264090 NOTE RIDE TELEVISION 1000000 1000000 1000000 AUTO EXPENSE 1014 0 1014 DUES AND SUBSCRIPTIONS 200 0 200 INSURANCE 36427 0 36427 INVESTMENT EXPENSE 212490 212490 0 MISCELLANEOUS 625 0 625 OFFICE EXPENSE 7840 0 7840 POSTAGE 5057 0 5057 REPAIRS AND MAINTENANCE 634 0 634 MEALS 38 0 38 PASSTHROUGH FROM PARTNERSHIP INVESTMENTS 23194 -11792 23194 OTHER INCOME 10150 10150 10150 RENTAL INCOME 118535 118535 118535 UNREALIZED GAINS/LOSSES 575720 BEL AIR MLP 32975 2690 0 BEL AIR YORK 123385 123385 BEL AIR SEER CAPITOL PARTNERS 0 93990 OTHER FEES 417 0 417 FOREIGN TAXES 3665 3665 0 PROPERTY TAXES 35869 0 35869 EXCISE TAX 10000 0 0 PAYROLL TAXES 30196 0 30196