MURRELL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MURRELL FOUNDATION (EIN 75-2344755)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-08-17
IRS object ID
202632299349100328
Schema version
2025v4.0
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)
Return2026-08-17T12:44:00-04:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752357065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURDS REED & MERCER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14144 N CENTRAL EXPY STE 1230AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752344755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MURRELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMURRBusinessNameControlTxt
Phone2143633691PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18350 NORTH CENTRAL EXPRESSWAY G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R MURRELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2143633691PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A THARPPreparerPersonNm
PTINP01452464PTIN
Phone2142192600PhoneNum
Preparation2026-08-17PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$335,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$380,535ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$53InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,204DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,204DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,204DividendsAdjNetIncmAmt
Other Income Rev And Expnss-$70OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$70OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$388,722TotalRevAndExpnssAmt
Total Net Invst Incm$8,257TotalNetInvstIncmAmt
Total Adj Net Incm$8,187TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$2,597OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,012OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$585OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,012TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$585TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$315,945ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$315,945ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$318,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,012TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$316,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,180ExcessRevenueOverExpensesAmt
Net Investment Income$6,245NetInvestmentIncomeAmt
Adjusted Net Income$8,187AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,278CashBOYAmt
Cash EOY$258CashEOYAmt
Cash EOYFMV$258CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,765SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,765SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$166,014CorporateStockBOYAmt
Corporate Stock EOY$240,504CorporateStockEOYAmt
Corporate Stock EOYFMV$327,581CorporateStockEOYFMVAmt
Other Investments BOY$578OtherInvestmentsBOYAmt
Other Investments EOY$288OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,750OtherInvestmentsEOYFMVAmt
Total Assets BOY$174,709TotalAssetsBOYAmt
Total Assets EOY$244,815TotalAssetsEOYAmt
Total Assets EOYFMV$335,354TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$174,709RetainedEarningBOYAmt
Retained Earning EOY$244,815RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$174,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$244,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$174,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$244,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$174,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,180ExcessRevenueOverExpensesAmt
Subtotal$244,889SubtotalAmt
Other Decreases$74OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$244,815TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$87InvestmentIncomeExciseTaxAmt
Subtotal$87SubtotalAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Tax Due$87TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN R MURRELLIndividualWithBooksNm
Phone2143633691PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPWY STE G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R MURRELL
8350 N CENTRAL EXPWY STE G100DALLASTX75206PRESIDENT000.00$0$0$0
TOM M DEES III
1445 ROSS AVENUE STE 2400DALLASTX75202DIRECTOR000.00$0$0$0
KELLEY A MURRELL
8350 N CENTRAL EXPWY STE G100DALLASTX75206DIRECTOR000.00$0$0$0
CATHY W ARRINGTON
8350 N CENTRAL EXPWY STE G100DALLASTX75206SECRETARY000.00$0$0$0
DAVID M ROSENBERG
8350 N CENTRAL EXPWY STE G100DALLASTX75206VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$304,825AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$322,951TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$322,951AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,844CashDeemedCharitableAmt
Net Vl Noncharitable Assets$318,107NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Total Tax$87TotalTaxAmt
Distributable Before Adj$15,818DistributableBeforeAdjAmt
Distributable Before Ded$15,818DistributableBeforeDedAmt
Distributable As Adjusted$15,818DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$316,530ExpensesAndContributionsAmt
Qualifying Distributions$316,530QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,818DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$53,222ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$130,804ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$71,441ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$149,379ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$235,691ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$640,537TotalExcessDistributionCyovAmt
Qualifying Distributions$316,530QualifyingDistributionsAmt
Applied To Current Year$15,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$300,712RemainingDistriFromCorpusAmt
Total Corpus$941,249TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$53,222ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$888,027ExcessDistriCyovToNextYrAmt
Excess From Year4$130,804ExcessFromYear4Amt
Excess From Year3$71,441ExcessFromYear3Amt
Excess From Year2$149,379ExcessFromYear2Amt
Excess From Year1$235,691ExcessFromYear1Amt
Excess From Current Year$300,712ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE MURRELL FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPRESSWAY STE G100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2143633691RecipientPhoneNum
Form And Info And MaterialsNONE PRESCRIBEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARMY A CLUB
698 MILLS ROADWEST POINTNY10996NONEPCGENERAL$10,000
ARMY SCHOLARSHIP FOUNDATION INC
11700 PRESTON RD 660DALLASTX75230NONEPCGENERAL$1,500
BACKSTRETCH EMPLOYEE SERVICE TEAM
2150 HEMPSTEAD TUMPIKEELMONTNY11003NONEPCGENERAL$11,000GATE 6
BEYOND THE ROSES EQUINE RESCUE
11621 BRYCE RDEMMETTMI48022NONEPCGENERAL$10,000
COMMUNITIES FOUNDATIONS OF TEXAS
5500 CARUTH HAVEN LANEDALLASTX75225NONEPCGENERAL$36,000
CREATION STUDIO DALLAS
5677 VILLAGE GLEN DRDALLASTX75206NONEPCGENERAL$1,000STE 12101
DALLAS HOLOCAUST & HUMAN RIGHTS MUS
300 N HOUSTON STDALLASTX75202NONEPCGENERAL$2,000
DALLAS MORNING NEWS CHARITIES
PO BOX 655237DALLASTX75265NONEPCGENERAL$50,000
ENVISION DALLAS
12201 MERRIT DR 100DALLASTX75251NONEPCGENERAL$2,000
FRIENDS OF THE DALLAS PUBLIC LIBRAR
1515 YOUNG STREET 7TH FLDALLASTX75201NONEPCGENERAL$1,500
GRANT HALIBURTON FOUNDATION
3000 PEGASUS PARK DRIVEDALLASTX75247NONEPCGENERAL$3,000STE 750
GRAPEVINE ANIMAL SERVICES
500 SHADY BROOK DRIVEGRAPEVINETX76051NONEPCGENERAL$5,000
HANNA'S SOUTHERN PAWS
1633 GOLDEN GROVE DRMESQUITETX75149NONEPCGENERAL$5,000
HUMANE SOCIETY OF THE NEW BRAUNFELS
3353 MORNINGSIDE DRNEW BRAUNFELSTX78130NONEPCGENERAL$5,000
MARCH TO THE POLLS
5706 E MOCKINGBURD LANEDALLASTX75206NONEPCGENERAL$4,000NO 115-267
NEW YORK RACE TRACK CHAPLAINCY
PO BOX 37191ELMONTNY11003NONEPCGENERAL$2,500
OURCALLING
1600 W 7TH STFORTH WORTHTX76102NONEPCGENERAL$7,500STE 300
RAINBOW DAYS
12221 MERIT DR STE 1700DALLASTX75251NONEPCGENERAL$1,500
REDEMPTION BRIDGE
1506 W PIONEER PRKWY STEARLINGTONTX76013NONEPCGENERAL$12,000
SUSAN G KOMEN FOUNDATION
5005 LBJ FREEWAYDALLASTX75244NONEPCGENERAL$3,000STE 730
THE EXCELLER FUND
PO BOX 4237LEXINGTONKY40544NONEPCGENERAL$2,500
THOROUGHBRED RETIREMENT FOUNDATION
10 LAKE STREETSARATOGA SPRINGNY12866NONEPCGENERAL$11,500
UNIVERSITY OF DALLAS MEN'S BASKETBA
1845 E NORTHGATE DRIRVINGTX75062NONEPCGENERAL$17,000
UTSW MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390NONEPCGENERAL$100,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROADWEST POINTNY10996NONEPCGENERAL$10,000
WREATHS ACROSS AMERICA
82 COLUMBIA STBANGORME04401NONEPCGENERAL$1,445
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$315,945TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,204ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCT PTNRS K-Desc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$70UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$70UnrelatedBusinessTaxblIncmAmt
Exclusion$8,257ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,187TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOHN R MURRELL
18350 N CENTRAL EXPWY STE G100DALLASTX75206$370,535Yes (X)Yes (X)
KELLEY A MURRELL
23620 BEVERLY DRIVEDALLASTX75205$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1222.5769 SHARES EXXON MOBIL CORP$24,7792025-07-07
1222.7534 SHARES EXXON MOBIL CORP$24,9622025-10-02
1186.3907 SHARES EXXON MOBIL CORP$24,7942025-01-22

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXXON$211,080$252,182
RAYTHEON$13,538$47,622
SCHLUMBERGER$14,996$19,944
MICROSOFT$890$7,833

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemENTERPRISE PRODUCTS PARTNERS LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$288BookValueAmt
EOYFMV$3,750EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAX$41
ADJUSTMENT STOCK DIFFERENCE$33

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
DIRECTOR'S LIABILITY INSURANC$460$368$92
INVESTMENT FEES$1,480$1,184$296
TAX PREP$657$460$197
OFFICE EXPENSES

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCT PTNRS K-1Desc
Revenue And Expenses Per Books-$70RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$70AdjustedNetIncomeAmt

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