2017-11-14T16:05:41-06:00 2016-12-31 731535208 R MARK GEURKINK CPA PLC 1300 McGee Dr Ste 101 Norman OK 73072 990PF 2016-01-01 752850868 The Beall Foundation Inc BEAL 8173991100 5300 Miramar Lane Colleyville TX 76034 ROBERT S BEALL DIRECTOR 8173991100 2017-11-15 1 R Mark Geurkink P00441772 4053217575 70.164.207.43 2017-11-14 15:49:10 CS P DD1B0D3E40B80C45CBCFAF5002E7DF6DDE76CA3A DD1B0D3E40B80C45CBCFAF5002E7DF6DDE76CA3A 2016 2017-02-10 21:41:12Z X 2152771 X 228508 1719 1719 1719 45591 45591 45591 -39103 518929 0 3989 3989 3989 240704 51299 51299 0 0 0 0 973 973 973 973 60 60 60 60 28 28 28 28 1061 1061 1061 1061 138724 138724 139785 1061 1061 139785 100919 50238 50238 29795 86901 86901 20505 344165 344165 1629256 1327503 1721705 1679556 1758569 2152771 0 0 X 0 0 0 0 1679556 1758569 1679556 1758569 1679556 1758569 1679556 100919 0 1780475 21906 1758569 Amerigas Partners 2012-07-05 2016-12-16 110389 93741 16648 16648 CRESTWOOD EQUITY PARTNERS 2012-09-13 2016-12-29 23825 48870 -25045 -25045 ENERPLUS CORP 2007-06-20 2016-12-28 17054 76481 -59427 -59427 NORDIC AMERICAN OFFSHORE 2014-07-23 2016-12-12 110 553 -443 -443 NORDIC AMERICAN TANKER 2011-02-23 2016-11-21 36990 91652 -54662 -54662 PIMCO HIGH INCOME 2012-02-16 2016-11-18 61240 93652 -32412 -32412 SUBURBAN PROPANE 2012-09-13 2016-12-05 13766 26256 -12490 -12490 WESTERN ASSET MANAGER 2012-05-16 2016-10-25 38583 50257 -11674 -11674 WEYERHAEUSER 2012-06-21 2016-12-01 99189 75589 23600 23600 SECTION 1231 GAIN/(LOSS) P 981 -981 -981 PTP GAIN/(lOSS) P 88072 88072 88072 CAPITAL GAIN DISTRIBUTIONS P 4470 4470 4470 CAPITAL GAIN FROM K-1 P 25241 25241 25241 -39103 0 0 321017 2066822 0.155319 251038 2289788 0.109634 193762 2120612 0.091371 78840 1729524 0.045585 76100 1452196 0.052403 0.454312 0.090862 1975950 179539 502 180041 139785 1005 0 1005 0 1005 0 X 30 1035 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A THE BEALL FOUNDATION INC 8173991100 5300 MIRAMAR LANE COLLEYVILLE TX 76034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT S BEALL 5300 MIRAMAR LANE COLLEYVILLE TX 76034 DIRECTOR 5.00 0 0 0 SHELLY A BEALL 5300 MIRAMAR LANE COLLEYVILLE TX 76034 DIRECTOR 2.00 0 0 0 FALLIS A BEALL 5300 MIRAMAR LANE COLLEYVILLE TX 76034 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 240683 1765358 0 2006041 0 0 2006041 30091 1975950 98798 98798 1005 1005 97793 0 97793 0 97793 139785 0 139785 0 139785 97793 0 0 88941 139331 219840 448112 139785 0 0 0 97793 41992 0 0 490104 0 0 0 0 0 0 0 490104 88941 139331 219840 41992 ROBERT S BEALL ROBERT S BEALL 5300 MIRAMAR LANE COLLEYVILLE TX 76034 8173991100 N/A N/A N/A First United Methodist Church 1000 Church St Colleyville TX 76034 Church UNRESTRICTED 33000 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL RD NORMAN OK 73019 FDN UNRESTRICTED 23200 BETA THETA PI FOUNDATION 800 CHAUTAUQUA AVE NORMAN OK 73069 FDN UNRESTRICTED 80000 TEXAS HEALTH RESOURCE FOUNDATION 612 E LAMAR BLVD ARLINGTON TX 76011 FDN UNRESTRICTED 1000 GLOBAL HANDS OF HEALING PO BOX 54786 HURST TX 76054 501(C)3 UNRESTRICTED 500 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 501(C)3 UNRESTRICTED 1000 138700 0 1719 45591 3989 -39103 0 0 12196 12196 3 Activity used to generate income for charity donations. 4 activity used to generate income for charity donations. 7 activity used to generate income for charity donations. 8 activity used to generate income for charity donations. 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT S BEALL 5300 MIRAMAR LANE COLLEYVILLE TX 76034 223708 X 2 FALLIS A BEALL 2204 FAIRWAY DRIVE DUNCAN OK 73533 4800 X CHARLES SCHWAB 7773 1327503 1721705 PARTNERSHIP LOSSES 20659 NON-DEDUCTIBLE EXPENSES 88 FEDERAL INCOME TAX EXPENSE 1159 Bank Service Charges 10 10 10 10 ROYALTY EXPENSES 18 18 18 18 Royalty Income 50 50 50 Other Investment Income 3939 3939 3939 FOREIGN TAX PAID 60 60 60 60