THE DAVID AND MARY BARROS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND MARY BARROS FOUNDATION INC (EIN 13-4186806)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349101379
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T10:33:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL & ASSOCIATES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 SPERRY RD | AddressLine1 |
| City | BETHANY | City |
| State | CT | State |
| ZIP Code | 06524 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134186806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY BARROS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2033139048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 020663117 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BARROS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033139048 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YVETTE B WALL | PreparerPersonNm |
| PTIN | P00772545 | PTIN |
| Phone | 2032713484 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $435,172 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,757 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,757 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,668 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $54 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$16,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,821 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $114 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,821 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$919 | CashBOYAmt |
| Cash EOY | $23,016 | CashEOYAmt |
| Cash EOYFMV | $23,016 | CashEOYFMVAmt |
| Corporate Stock BOY | $344,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $412,156 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $343,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $435,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $435,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $343,768 | UnrestrictedBOYAmt |
| Unrestricted EOY | $435,172 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $435,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $435,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $130,410 | OtherIncreasesAmt |
| Subtotal | $435,172 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $435,172 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,337 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $100 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $100 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $100 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $78 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BARROS | IndividualWithBooksNm |
| Phone | 2033139048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 02066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARY BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CATHERINE BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MEGAN BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,550 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $21,550 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,401 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100 | ExcessFromYear4Amt |
| Excess From Year3 | $100 | ExcessFromYear3Amt |
| Excess From Year2 | $100 | ExcessFromYear2Amt |
| Excess From Year1 | $15,451 | ExcessFromYear1Amt |
| Excess From Current Year | $21,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID MARY BARROS FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 PARISH ROAD | AddressLine1 |
| City | SCITUATE | City |
| State | MA | State |
| ZIP Code | 020663117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813781546 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL REQUIRED CONTENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE FOR SUBMISSION | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ST STEPHENS EPISCOPAL CHURCH | ||||||
| 16 HIGHLAND AVENUE | COHASSET | MA | 02053 | CHRISTIAN EDUCATION SUPPORT | $550 | |
| AVON OLD FARMS SCHOOL | ||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | EDUCATION | $7,000 | |
| STONEHILL COLLEGE | ||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | EDUCATION | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| 150 CAMBRIDGE PARK DRIVE | CAMBRIDGE | MA | 02140 | DISABLED VETERAN SUPPORT | $500 | SUITE 202 |
| CT MORGAN HORSE ASSOCIATION | ||||||
| 1696 ORCHARD HILL ROAD | CHESHIRE | CT | 06410 | SPONSOR DISABLED EQUESTRIANS | $3,000 | |
| MAKE A WISH FOUNDATION | ||||||
| ONE BULFINCH PLACE | BOSTON | MA | 02114 | SUPPORTING MISSION OF MAKE A WISH | $500 | 2ND FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,757 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$24,288 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STONEMORE PARTNERS LP | Desc |
| Related Or Exempt Function Incm | $54 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$16,467 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$16,467 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| DAVID BARROS |
| MARY BARROS |
| CATHERINE BARROS |
| MICHAEL BARROS |
| DAVID BARROS |
| MEGAN BARROS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MARTIN MIDSTREAM PTNR | 2012-11 | PURCHASE | 2013-02 | $17,400 | $15,580 | $1,820 |
| SJW CORP | 2013-03 | PURCHASE | 2013-10 | $28,075 | $26,500 | $1,575 |
| SUMMIT HOTEL PPTYS | 2012-07 | PURCHASE | 2013-01 | $9,373 | $7,860 | $1,513 |
| AMBAC FINL GROUP | 2007-12 | PURCHASE | 2013-05 | $34,685 | -$34,685 | |
| HICKORY TECH GROUP | 2007-10 | PURCHASE | 2013-10 | $12,503 | $9,157 | $3,346 |
| KAYNE ANDERSON MLP | 2012-02 | PURCHASE | 2013-10 | $17,033 | $15,174 | $1,859 |
| OTTER TAIL CORP | 2008-09 | PURCHASE | 2013-03 | $15,284 | $15,000 | $284 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS / OPTIONS | $317,208 | $317,208 |
| STOCK FUNDS | $36,440 | $36,440 |
| PREFERRED STOCKS | $7,970 | $7,970 |
| BALANCED FUNDS | $25,018 | $25,018 |
| MLPS | $25,520 | $25,520 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NY REGISTRATION FEE | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STONEMORE PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $54 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN MARKET VALUE | Description |
| Amount | $130,410 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $114 | Amt |
Comments