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MURRELL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MURRELL FOUNDATION (EIN 75-2344755)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-12
IRS object ID
202433179349101603
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T10:16:10-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752357065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURDS REED & MERCER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14144 N CENTRAL EXPY STE 1230AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752344755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MURRELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMURRBusinessNameControlTxt
Phone2143633691PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18350 NORTH CENTRAL EXPRESSWAY G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R MURRELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2143633691PhoneNum
Signature2024-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A THARPPreparerPersonNm
PTINP01452464PTIN
Phone2142192600PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$169,839ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$73InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$73InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,329DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,329DividendsAdjNetIncmAmt
Other Income Rev And Expnss-$98OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$98OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$172,143TotalRevAndExpnssAmt
Total Net Invst Incm$2,402TotalNetInvstIncmAmt
Total Adj Net Incm$2,304TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$1,441OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,153OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$288OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,441TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,491TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,338TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,652ExcessRevenueOverExpensesAmt
Net Investment Income$1,249NetInvestmentIncomeAmt
Adjusted Net Income$2,304AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$994CashBOYAmt
Cash EOY$7,867CashEOYAmt
Cash EOYFMV$7,873CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,477SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$57,270CorporateStockBOYAmt
Corporate Stock EOY$58,160CorporateStockEOYAmt
Corporate Stock EOYFMV$93,274CorporateStockEOYFMVAmt
Other Investments BOY$1,112OtherInvestmentsBOYAmt
Other Investments EOY$812OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,956OtherInvestmentsEOYFMVAmt
Total Assets BOY$61,853TotalAssetsBOYAmt
Total Assets EOY$71,543TotalAssetsEOYAmt
Total Assets EOYFMV$108,807TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$61,853RetainedEarningBOYAmt
Retained Earning EOY$71,543RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$61,853TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$71,543TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$61,853TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$71,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$61,853TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,652ExcessRevenueOverExpensesAmt
Subtotal$78,505SubtotalAmt
Other Decreases$6,962OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$71,543TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Subtotal$17SubtotalAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Tax Due$17TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN R MURRELLIndividualWithBooksNm
Phone2143633691PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPWY STE G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R MURRELL
8350 N CENTRAL EXPWY STE G100DALLASTX75206PRESIDENT2.00$0$0$0
TOM M DEES III
1445 ROSS AVENUE STE 2400DALLASTX75202DIRECTOR2.00$0$0$0
P MIKE MCCULLOUGH
1722 ROTH STREET STE 1500DALLASTX75206VICE PRESIDE2.00$0$0$0
KELLEY A MURRELL
8350 N CENTRAL EXPWY STE G100DALLASTX75206DIRECTOR2.00$0$0$0
CATHY W ARRINGTON
8350 N CENTRAL EXPWY STE G100DALLASTX75206SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$89,556AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$101,029TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$101,029AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,515CashDeemedCharitableAmt
Net Vl Noncharitable Assets$99,514NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$4,959DistributableBeforeAdjAmt
Distributable Before Ded$4,959DistributableBeforeDedAmt
Distributable As Adjusted$4,959DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,338ExpensesAndContributionsAmt
Qualifying Distributions$154,338QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,959DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$75,332ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,642ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,222ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$130,804ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$71,441ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$348,441TotalExcessDistributionCyovAmt
Qualifying Distributions$154,338QualifyingDistributionsAmt
Applied To Current Year$4,959AppliedToCurrentYearAmt
Remaining Distri From Corpus$149,379RemainingDistriFromCorpusAmt
Total Corpus$497,820TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$75,332ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$422,488ExcessDistriCyovToNextYrAmt
Excess From Year4$17,642ExcessFromYear4Amt
Excess From Year3$53,222ExcessFromYear3Amt
Excess From Year2$130,804ExcessFromYear2Amt
Excess From Year1$71,441ExcessFromYear1Amt
Excess From Current Year$149,379ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE MURRELL FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPRESSWAY STE G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2143633691RecipientPhoneNum
Form And Info And MaterialsNONE PRESCRIBEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
29 ACRES
4516 LOVERS LANEDALLASTX75225NONEPCGENERAL$1,000
ARMY SCHOLARSHIP FOUNDATION INC
11700 PRESTON RD 660DALLASTX75230NONEPCGENERAL$2,500
BEST (BACK STRETCH EMPLOYEE SERVICE
2150 HEMPSTEAD TURNPOLEELMONTNY11003NONEPCGENERAL$1,000
BEYOND THE ROSES EQUINE RESCUE
11621 BRYCE RDEMMETTMI48022NONEPCGENERAL PURPOSE$6,500
CIRCLE TEN COUNCIL
8605 HARRY HINES BLVDDALLASTX75235NONEPCGENERAL$3,000
DALLAS ARBORETUM
8525 GARLAND ROADDALLASTX75218NONEPCGENERAL$5,000
DALLAS HOLOCAUST & HUMAN RIGHTS MUS
211 N RECORD ST STE 100DALLASTX75202NONEPCGENERAL PURPOSE$2,000
ENVISION DALLAS
12201 MERRIT DR 100DALLASTX75251NONEPCGENERAL$5,000
GENESIS WOMENS CENTER
2023 LUCAS DRDALLASTX75219NONEPCGENERAL$3,000
HUMANE SOCIETY OF THE NEW BRAUNFELS
3353 MORNINGSIDE DRNEW BRAUNFELSTX78130NONEPCGENERAL$1,500
MEALS ON WHEELS
1440 W MOCKINGBIRD LANEDALLASTX75247NONEPCGENERAL$1,500
OMEGA HORSE RESCUE
8272 WOODBINE ROADAIRVILLEPA17302NONEPCGENERAL$6,700
OPERATION KINDNESS
3201 EARHART DRIVECARROLTONTX75006NONEPCGENERAL$2,000
PILOTS TO THE RESCUE
931 MANHATTAN AVE SUITE 3BROOKLYNNY11222NONEPCGENERAL$3,000
RAINBOW DAYS
12221 MERIT DR STE 1700DALLASTX75251NONEPCGENERAL PURPOSE$2,000
RANCH HAND RESCUE
88274 HWY 377ARGYLETX76226NONEPCGENERAL PURPOSE$2,000
REDEMPTION BRIDGE
1506 W PIONEER PRKWY STEARLINGTONTX76013NONEPCGENERAL$2,500
RHODES COLLEGE
2000 NORTH PARKWAYMEMPHISTN38112NONEPCGENERAL$750
STANDARDBRED RETIREMENT FOUNDATION
353 SWEETMANS LN STE 101MILLSTONE TWPNJ08535NONEPCGENERAL PURPOSE$1,000
SUICIDE AND CRISIS CENTER OF NORTH
2808 SWISS AVENUEDALLASTX75204NONEPCGENERAL$5,000
TEXAS WINDS MUSICAL OUTREACH
PO BOX 797811DALLASTX75379NONEPCGENERAL PURPOSE$1,500
THE DALLAS MORNING NEWS EDUC LAB
1954 COMMERCE STDALLASTX75201NONEPCGENERAL$25,000
THE EXCELLER FUND
17172 ARMSTEAD STGRANADA HILLSCA91344NONEPCGENERAL PURPOSE$2,000
THE FAMILY PLACE
PO BOX 7999DALLASTX75209NONEPCGENERAL$5,000
THE GEORGE W BUSH INSTITUTE
2943 SMU BOULEVARDDALLASTX75205NONEPCGENERAL$10,000
THE HUMANE SOCIETY OF NORTH TEXAS
1840 E LANCASTER AVEFORT WORTHTX76103NONEPCGENRAL$8,000
THE SALVATION ARMY
8585 N STEMMONS FRWAYDALLASTX75235NONEPCGENERAL$20,000
THE STEW POT
1835 YOUNG STDALLASTX75201NONEPCGENERAL PURPOSE$10,000
THE WEST POINT FUND
698 MILLS ROADWEST POINTNY10996NONEPCGENERAL$100
THOROUGHBRED RETIREMENT FOUNDATION
10 LAKE STREETSARATOGA SPRINGNY12866NONEPCGENERAL PURPOSE$5,500
UTSW MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,329ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCT PTNRS K-Desc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$98UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$98UnrelatedBusinessTaxblIncmAmt
Exclusion$2,402ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,304TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN R MURRELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPWY STE G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Total Contributions$169,839TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMICROSOFT STOCKNoncashPropertyDesc
Fair Market Value$7,839FairMarketValueAmt
Received2023-12-31ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXXON$28,736$38,450
RAYTHEON$13,538$25,198
SCHLUMBERGER$14,996$20,240
MICROSOFT$890$9,386

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemENTERPRISE PRODUCTS PARTNERS LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$812BookValueAmt
EOYFMV$2,956EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAX$13
ADJST STOCK DIFFERENCE$6,949

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
DIRECTOR'S LIABILITY INSURANC$460$368$92
INVESTMENT FEES$382$306$76
TAX PREP$599$479$120

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCT PTNRS K-1Desc
Revenue And Expenses Per Books-$98RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$98AdjustedNetIncomeAmt

Comments

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