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ROBERT AND LYNN MURPHY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND LYNN MURPHY FOUNDATION (EIN 27-3594301)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349104069
Schema version
2015v2.1
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)
Return2016-11-15T16:59:45-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741907314PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WERLEIN & HARRIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13355 W Alabama Suite 900AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273594301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND LYNN MURPHY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone7138883300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THREE RIVERWAY No 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA LYNN MURPHYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7138883300PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPresley E Werlein IIIPreparerPersonNm
PTINP00124151PTIN
Phone7139615544PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,104,567FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,659DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,022CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$2,591OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$37,803TotalRevAndExpnssAmt
Total Net Invst Incm$58,699TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$12InterestRevAndExpnssAmt
Interest Net Invst Incm$12InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,108TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,055ExcessRevenueOverExpensesAmt
Net Investment Income$58,687NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$130,341SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,629SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,629SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,403,386CorporateStockBOYAmt
Corporate Stock EOY$1,410,858CorporateStockEOYAmt
Corporate Stock EOYFMV$1,067,835CorporateStockEOYFMVAmt
Other Assets BOY$918OtherAssetsBOYAmt
Other Assets EOY$2,103OtherAssetsEOYAmt
Other Assets EOYFMV$2,103OtherAssetsEOYFMVAmt
Total Assets BOY$1,534,645TotalAssetsBOYAmt
Total Assets EOY$1,447,590TotalAssetsEOYAmt
Total Assets EOYFMV$1,104,567TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,534,645RetainedEarningBOYAmt
Retained Earning EOY$1,447,590RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,534,645TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,447,590TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,534,645TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,447,590TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,534,645TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,447,590SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,447,590TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$209,375GrossSalesPriceAmt
Cost Or Other Basis$169,353CostOrOtherBasisAmt
Gain Or Loss$40,022GainOrLossAmt
Gains Minus Excess Or Losses$40,022GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$40,022CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,717AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,723,648NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.013180DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,209AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,605,283NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046228DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,017AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$523,302NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042073DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,973AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$301,374NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039728DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,926NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.767841DistributionYr5Rt
Total Distribution0.909050TotalDistributionRt
Average Distribution0.181810AverageDistributionRt
Net Vl Noncharitable Assets$1,479,258NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$268,944AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$587NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$269,531AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$116,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,174InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,174SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,174TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,520TotalPaymentsAndCreditsAmt
Overpayment$3,346OverpaymentAmt
Applied To ES Tax$3,346AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT D MURPHY JRIndividualWithBooksNm
Phone7138883300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1THREE RIVERWAY SUITE 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT D MURPHY JR
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR1.00$0$0$0
REBECCA LYNN MURPHY
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR0.25$0$0$0
REBECCA MURPHY ELMORE
THREE RIVERWAY SUITE 1900HOUSTONTX77056DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,422,418AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,501,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,501,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,527CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,479,258NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,174TaxBasedOnInvestmentIncomeAmt
Total Tax$1,174TotalTaxAmt
Distributable Before Adj$72,789DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,789DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,789DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$116,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,789DistributableAsAdjustedAmt
Undistributed Income PY$55,294UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$116,750QualifyingDistributionsAmt
Applied To Year1$55,294AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,456AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$11,333UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT D MURPHY JRContributingManagerNm
Contributing ManagerREBECCA LYNN MURPHYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PARADISUS DEI
PO BOX 19127HOUSTONTX77224N/APUBLICGENERAL FUND$5,000
TULANE UNIVERSITY
PO BOX 61075NEW ORLEANSLA70161N/APUBLICANNUAL FUND$250
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240N/APUBLICGENERAL FUND$5,000
THE YMCA OF GREATER HOUSTON
PO BOX 3007HOUSTONTX77253N/APUBLICGENERAL FUND$1,000
THE ARCHDIOCESE OF GALVESTON-HOUSTON
1700 SAN JACINTO STREETHOUSTONTX77001N/APUBLICGENERAL FUND$5,000
YELLOWSTONE ACADEMY
3000 TRULLEY STHOUSTONTX77004N/APUBLICGENERAL FUND$10,000
HANDMAIDS OF HOLY CHILD JESUS
PO BOX 740099HOUSTONTX77274N/APUBLICGENERAL FUND$500
CRISTO REY JESUIT
6700 MOUNT CARMEL STREETHOUSTONTX77087N/APUBLICGENERAL FUND$75,000
FAMILY LEGACY
5005 WEST ROYAL LANE SUITE 252IRVINGTX75063N/APUBLICGENERAL FUND$10,000
HAMBERG HONORS SCHOLARSHIP
PO BOX 30HAMBERGAR71646N/APUBLICGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,659ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,717ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescHI-CRUSH PARTNERS LPDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$2,591UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,591UnrelatedBusinessTaxblIncmAmt
Exclusion$40,394ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,803TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ENERGY SEL SECT SPDR FD$41,107$38,605
HALLIBURTON CO$25,013$21,445
ANADARKO PETROLEUM$92,437$60,250
CAMERON INTNL CORP$74,562$86,584
EXXON MOBIL CORP$42,831$37,572
SCHLUMBERGER LTD$199,041$172,631
HESS CORPORATION$0$0
WHITING PETROLEUM CORP$44,337$9,440
SPDR S&P MIDCAP 400 ETF TRUST$43,554$50,808
SPDR TRUST SERIES 1$248,892$258,915
CHENIERE ENERGY INC$436,946$270,249
EOG RESOURCES INC$40,383$27,608
HI-CRUSH PARTNERS LP$41,600$4,588
ONEOK INC$39,390$16,029
US SILICA HLDGS INC$40,765$13,111

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$918BOYBookValueAmt
EOY Book Value$2,103EOYBookValueAmt
EOYFMV$2,103EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescHI-CRUSH PARTNERS LPDesc
Revenue And Expenses Per Books-$2,591RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$2,591AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - EXCISECategoryTxt
Amt$8,096Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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