Oil, Gas & Mineral Royalty Trust Depletion Solver

Underwrite high-distribution mineral royalty trusts (SBR, DMLP, VOC), depletion tax shields, barrel-equivalent production decline, and after-tax yield.

Trust Units & Commodity Production

Number of Royalty Trust Units Held

Unit Purchase Price ($ / unit)

Annual Cash Distribution Per Unit ($ / unit / yr)

Investor Marginal Income Tax Rate (%)

Distribution Yield & Tax Shield

Annual Gross Royalty Distribution

$5,375 / yr (11.62% Yield)

15% Statutory Depletion Tax Deduction

$806 Tax Shield

Effective After-Tax Distribution Yield

8.46% After-Tax Net Yield