SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-13
- IRS object ID
- 201440139349100124
- Schema version
- 2012v2.3
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-13T15:15:14-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEATHERLEY BUTTERWORTH MACIAS & GRAVES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR 2-300 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUES | NameControl |
| Phone | 9157605551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN H GUERRA | Name |
| Title | TRUSTEE | Title |
| Phone | 9157605551 | Phone |
| Date Signed | 2013-10-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W WEATHERLEY CPA | Name |
| Phone | 9155846000 | Phone |
| Date Prepared | 2014-01-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1323960 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 26594 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26594 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 26594 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -97256 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 129343 | GrossSalesPrice |
| Other Income Rev And Expnss | -2707 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | -2707 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -73369 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26594 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 23887 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3775 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3775 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 12403 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12403 | OtherProfFeesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 666 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 13080 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 13080 | OccupancyNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 29924 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29258 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 55638 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 55638 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85562 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29258 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 55638 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -158931 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 23887 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 75112 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 66347 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 66347 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1169103 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1019112 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1256214 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 14808 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 13409 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2064 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1399 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1399 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1246279 | TotalAssetsBOY |
| Total Assets EOY | 1086858 | TotalAssetsEOY |
| Total Assets EOYFMV | 1323960 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1246279 | RetainedEarningsBOY |
| Retained Earnings EOY | 1086858 | RetainedEarningsEOY |
| Total Net Assets BOY | 1246279 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1086858 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1246279 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1086858 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1246279 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -158931 | ExcessOfRevenueOverExpenses |
| Subtotal | 1087348 | Subtotal |
| Other Decreases | 490 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1086858 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -97256 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 69915 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1246378 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056095 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71917 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1388559 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051793 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88203 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1422433 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062009 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 111730 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1639034 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068168 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9710 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2319594 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.004186 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242251 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048450 | AverageDistributionRatio |
| Net Noncharitable Assets | 1231520 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 59667 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 59667 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 55638 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN H GUERRA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9157605551 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1 |
| City | EL PASO | City |
| State | TX | State |
| ZIP Code | 79901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 5140 SILVERBELL LN | EL PASO | TX | 79932 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 7220 SIDEWINDER | ALBUQUERQUE | NM | 87113 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1250274 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1250274 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1250274 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18754 | CashDeemedCharitable |
| Net Noncharitable Assets | 1231520 | NetNoncharitableAssets |
| Minimum Investment Return | 61576 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61576 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 61576 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 61576 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 61576 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 55638 | ExpensesAndContributions |
| Qualifying Distributions | 55638 | QualifyingDistributions |
| Adj Qualifying Distributions | 55638 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61576 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 58857 | UndistributedIncomePriorYear |
| Qualifying Distributions | 55638 | QualifyingDistributions |
| Applied To Year1 | 55638 | AppliedToYear1 |
| Taxable Amount2 | 3219 | TaxableAmount2 |
| Undistributed Income CY | 61576 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 500 E SAN ANTONIO ST STE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $3,500 |
| PASO DEL NORTE CHILDREN'S DEVELOPME | |||||||
| 1101 E SCHUSTER AVE | EL PASO | TX | 79902 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $10,000 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $16,000 |
| FEMAP FOUNDATION | |||||||
| 1400 HARDAWAY STREET | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $1,500 |
| YWCA OF EL PASO NORTE REGION | |||||||
| 1918 TEXAS AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,000 |
| ARC DEL PASO | |||||||
| 3431 PERSHING D-1 | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $3,638 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS | EL PASO | TX | 79930 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| EL PASO SYMPHONY ORCHESTRA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 55638 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26594 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -97256 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP LOSS | Description |
| Related Or Exempt Function Income | -2707 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -73369 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -73369 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (12 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO |
| 4 | FURTHER THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY |
| 4 | BENEFIT INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 4 | PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT |
| 8 | INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 8 | PHYSICALLY DISABLED. |
| 11A | PARTNERSHIP INCOME/LOSSES FROM INVESTMENTS MADE TO FURTHER |
| 11A | THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT |
| 11A | INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 11A | PHYSICALLY DISABLED. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $3,775 | Amount |
| Net Investment Income | 3775 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| SUSAN H GUERRA |
| STEVEN T HARRISON |
| MICHAEL E GUERRA |
| GAIL K GUERRA-BEAVER |
| STEPHANIE L GUERRA-DEL CAMPO |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | 2514 | 2514 | 200DB | 5.0000 | |
| DELL COMPUTER - (4) | 2004-10-01 | 4867 | 4867 | 200DB | 5.0000 | |
| OFFICE DESK | 2008-11-17 | 4121 | 3477 | 200DB | 7.0000 | 184 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | 1191 | 775 | S/L | 15.0000 | 80 |
| COMPUTER | 2012-03-23 | 2115 | 1110 | 200DB | 5.0000 | 402 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (5 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| TPC GROUP INC | 2010-10 | PURCHASE | 2012-12 | 58500 | 37632 | 20868 |
| CHINA VALVES TECHNOLOGY CWT | 2010-12 | PURCHASE | 2012-09 | 2291 | 52025 | -49734 |
| TELEFONICA DE ESPANA | 2010-10 | PURCHASE | 2013-04 | 59532 | 119864 | -60332 |
| UNITED STATES NATURAL GAS FUND ETF | 2009-06 | PURCHASE | 2013-04 | 9003 | 17078 | -8075 |
| CASH IN LIEU-DYNERGY INC | 2012-10 | PURCHASE | 2012-10 | 17 | 17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT IN CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1019112 | EOYBookValue |
| EOYFMV | 1256214 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItem |
| Cost Or Other Basis | 14808 | CostOrOtherBasis |
| Accumulated Depreciation | 13409 | AccumulatedDepreciation |
| Book Value | 1399 | BookValue |
| EOYFMV | 1399 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $490 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP LOSS | Description |
| Revenue And Expenses Per Books | -2707 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -2707 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $12,403 | Amount |
| Net Investment Income | 12403 | NetInvestmentIncome |
Comments