BETA

LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 33-1192125)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-18
IRS object ID
201502309349100505
Schema version
2014v5.0
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)
Return2015-08-18T10:13:02-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010560057PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDGAR KIKER & CROSS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13440 EASTEX FWYAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP777031896ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331192125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA AND JAMES ROWE MEMORIALBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone4098352666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANE FINDLEYPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4098352666PhoneNum
Signature2015-08-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERI K DELMAGEPreparerPersonNm
PTINP00924012PTIN
Phone4098920233PhoneNum
Preparation2015-08-18PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$943,187FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,291DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,291DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,291DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$80,247NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$318,606GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,247CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$10,775NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$213,538TotalRevAndExpnssAmt
Total Net Invst Incm$113,538TotalNetInvstIncmAmt
Total Adj Net Incm$44,066TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,200AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$14,767OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,767OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$14,767OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$784TaxesNetInvstIncmAmt
Taxes Adj Net Incm$784TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$13OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$13OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$16,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$16,764TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,764TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,764TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$16,764TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$176,774ExcessRevenueOverExpensesAmt
Net Investment Income$96,774NetInvestmentIncomeAmt
Adjusted Net Income$27,302AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,196CashBOYAmt
Cash EOY$13,063CashEOYAmt
Cash EOYFMV$13,064CashEOYFMVAmt
Corporate Stock BOY$590,720CorporateStockBOYAmt
Corporate Stock EOY$765,434CorporateStockEOYAmt
Corporate Stock EOYFMV$930,123CorporateStockEOYFMVAmt
Total Assets BOY$602,916TotalAssetsBOYAmt
Total Assets EOY$778,497TotalAssetsEOYAmt
Total Assets EOYFMV$943,187TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$602,916UnrestrictedBOYAmt
Unrestricted EOY$778,497UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$602,916TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$778,497TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$602,916TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$778,497TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$602,916TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$176,774ExcessRevenueOverExpensesAmt
Subtotal$779,690SubtotalAmt
Other Decreases$1,193OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$778,497TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SECURITIES - CHARLES SCHWAB MANAGEDP$71,449$60,674$10,775$10,775
SECURITIES - CHARLES SCHWAB MANAGEDP$247,157$177,685$69,472$69,472
FieldValueIRS element (for citing)
Capital Gain Net Income$80,247CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$10,775NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$723,738NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027634DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$555,243NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036020DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$471,430NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042424DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$341,089NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058636DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$182,131NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.109811DistributionYr5Rt
Total Distribution0.274525TotalDistributionRt
Average Distribution0.054905AverageDistributionRt
Net Vl Noncharitable Assets$943,717NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,815AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$968NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,783AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,935InvestmentIncomeExciseTaxAmt
Subtotal$1,935SubtotalAmt
Tax Based On Investment Income$1,935TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Overpayment$165OverpaymentAmt
Applied To ES Tax$165AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEPHANIE ROMEROIndividualWithBooksNm
Phone4098352666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVA ROWE
215 ORLEANS STBEAUMONTTX77701PRESIDENT0.00$0$0$0
DIANE FINDLEY
2626 CALDER STE 104BEAUMONTTX77702SECRETARY &0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AWARD SCHOLARSHIPS TO HORNBECK HIGH SCHOOL STUDENTSDescription1Txt
Expenses1$20,000Expenses1Amt

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$945,325AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,763AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$958,088TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$958,088AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$943,717NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,186MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,186MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,935TaxBasedOnInvestmentIncomeAmt
Total Tax$1,935TotalTaxAmt
Distributable Before Adj$45,251DistributableBeforeAdjAmt
Distributable Before Ded$45,251DistributableBeforeDedAmt
Distributable As Adjusted$45,251DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,251DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$8,763ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,946ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$11,709TotalExcessDistributionCyovAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Applied To Current Year$20,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,709ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,709ExcessDistributionCyovAppCYAmt
Undistributed Income CY$13,542UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRENT COON ASSOCIATESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4099518080RecipientPhoneNum
Form And Info And MaterialsFILLED OUT APPLICATION FOR SCHOLARSHIP SUPPLEMENTED WITH AN ESSAY. THE ESSAY QUESTION IS AS FOLLOWS: JAMES AND LINDA ROWE WERE KILLED IN A TRAGIC AND SENSELESS ACCIDENT ON MARCH 23, 2005. GO ONLINE AND DO YOUR RESEARCH ON THIS TRAGEDY AND THEN ANSWER THIS QUESTION: "HOW COULD THIS TRAGEDY HAVE BEEN PREVENTED?"FormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 16, 2014SubmissionDeadlinesTxt
Restrictions On AwardsGRADUATING SENIORS FROM HORNBECK HIGH SCHOOL IN LOUISIANA ARE ELIGIBLE FOR THE SCHOLARSHIP. SELECTION CRITERIA CONSISTS OF ACADEMIC PERFORMANCE, PERFORMANCE ON STANDARDIZED TESTS, FINANCIAL NEED, AND PERSONAL INTERVIEWS WITH THE SELECTION COMMITTEE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MATTHEW CEBALLOS
222 FINN DRIVEHORNBECKLA71439NONESCHOLARSHIP FOR COLLEGE$10,000
LOGAN HUGHES
PO BOX 242HORNBECKLA71439NONESCHOLARSHIP FOR COLLEGE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,291ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,247ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$113,538ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,538TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,200Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Adjusted Net Income$1,200AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES IN A CHARLES SCHWABStockNm
EOY Book Value$765,434EOYBookValueAmt
EOYFMV$930,123EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAX EXPENSEDesc
Amt$1,193Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
MISCELLANEOUS$13$13$13

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$14,767Amt
Net Investment Income$14,767NetInvestmentIncomeAmt
Adjusted Net Income$14,767AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBP PLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 WESTLAKE PARK BOULEVARDAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77079ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$784Amt
Net Investment Income$784NetInvestmentIncomeAmt
Adjusted Net Income$784AdjustedNetIncomeAmt

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