2014-08-04T10:29:31-05:00 2013-12-31 MCGLADREY LLP 1400 POST OAK BLVD STE 900 HOUSTON TX 770563009 990PF 2013-01-01 756047221 ALVIN & LUCY OWSLEY FOUNDATION % ALVIN OWSLEY JR TRUSTEE ALVI 7136265626 1600 POST OAK BLVD APT 802 Suite HOUSTON TX 77056 ALVIN OWSLEY TRUSTEE 7136253500 2014-07-29 true KENNETH W CHAFFIN 7136253500 2013 2015-12-30 17:16:21Z X 9840435 X 0 267283 267283 42672 1214380 47490 1844 481 311799 315254 0 22552 11276 0 11276 44913 36633 8280 27627 4827 95092 52736 0 19556 451430 451430 546522 52736 0 470986 -234723 262518 282700 265047 265047 4826418 4065929 8564961 512360 1061901 1001958 14476 8469 8469 5635954 5401346 9840435 0 X 5635954 5401346 5635954 5401346 5635954 5401346 5635954 -234723 119 5401350 4 5401346 MORGAN STANLEY-916727 (SEE ATTACHED) 2013-01-01 2013-12-31 399009 357749 41260 41260 MORGAN STANLEY-916727 (SEE ATTACHED) 2013-01-01 2013-12-31 4688 3011 1677 1677 MORGAN STANLEY-916727 (SEE ATTACHED) 2012-01-01 2013-12-31 240567 173422 67145 67145 MORGAN STANLEY-916727 (SEE ATTACHED) 2012-01-01 2013-12-31 65280 46078 19202 19202 MORGAN STANLEY-916297 (SEE ATTACHED) P 2012-10-12 2013-04-09 319272 286972 32300 32300 MORGAN STANLEY-916297 (SEE ATTACHED) P 2011-04-26 2013-11-13 175999 304476 -128477 -128477 CLASS ACTION LAWSUIT 2012-01-01 2013-10-01 124 124 124 CAPITAL GAIN DIVIDENDS P 14259 47490 false 441497 8240435 0.053577 576063 7954397 0.072421 611273 7125963 0.085781 396219 6255886 0.063335 390449 7666005 0.050933 0.326047 0.065209 8930799 582368 2625 584993 470986 5250 5250 5250 14615 14615 9365 9365 false false false false false true true false true true TX true false false false false true ALVIN OWSLEY JR TRUSTEE 7136265626 1600 POST OAK BLVD APT 802 HOUSTON TX 77056 false false false false false false false false false false false false false false false false false false false false ALVIN M OWSLEY JR 1600 POST OAK BLVD APT 802 HOUSTON TX 77056 TRUSTEE 1.0 0 0 0 SOPHIA GARRETT 9146 LANIGAN STREET CHARLOTTE NC 28277 TRUSTEE 0 0 0 0 DAVID T OWSLEY 116 E 68TH ST 10C NEW YORK NY 70065 TRUSTEE 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 8715950 350851 0 9066801 0 9066801 136002 8930799 446540 446540 5250 5250 441290 441290 441290 470986 0 0 0 0 470986 470986 441290 0 2011 2010 2009 0 18062 100565 271789 190945 43998 625359 470986 0 441290 29696 655055 0 0 0 0 18062 636993 100565 271789 190945 43998 29696 NONE NONE ALVIN OWSLEY JR 1600 POST OAK BLVD APT 802 HOUSTON TX 77056 7136221352 LETTER - NO MORE THAN TWO PAGES AND NO ENCLOSURES NONE TEXAS ONLY VARIOUS GRANTS PAID SEE ATTACHMENT FOR COMPLETE LIST HOUSTON TX 77056 NONE PC THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR EACH ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 451430 451430 14 267283 211110 -4818 18 47490 FROM SCH. K-1 211110 1363 FROM SCH. K-1 - ROYALTIES 15 481 -3455 315254 311799 false false false false false false false false false false TAX PREPARATION 22552 11276 11276 MORGAN STANLEY ACCT#283-916297 1061901 1001958 MORGAN STANLEY ACCT#283-916297 1862487 5290007 MORGAN STANLEY ACCT#283-916727 2203442 3274954 1099 TIMING DIFFERENCE 14476 8469 8469 NONDEDUCTIBLE EXPENSES FROM K-1 4 ENTERPRISE PRODUCTS PARTNERS- ORD INCOME 2334 PLAINS ALL AMERICAN PIPELINE- ORD INCOME 24917 PAA NATURAL GAS STORAGE - ORD INCOME 439 VANGUARD NATURAL RESOURCES - ORD INCOME 19238 VANGUARD NATURAL RESOURCES-NET Royalties 481 481 VANGUARD NATURAL RESOURCES - IDC -3764 VANGUARD NATURAL RESOURCES - DEPLETION -14058 LINN ENERGY LLC - ORD INCOME 13029 LINN ENERGY LLC - IDC -22262 LINN ENERGY LLC - DEPLETION -18510 DEPLETION IN EXCESS OF BASIS 119 MORGAN STANLEY FEES 28353 28353 PROFESSIONAL FEES 16560 8280 8280 FOREIGN TAXES PAID 4827 4827 EXCISE TAX 22800