STANLEY GROVER CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY GROVER CHARITABLE TRUST (EIN 75-2941888)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-12
- IRS object ID
- 201701029349100525
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T20:51:21+00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201375586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREMEENS HARRIS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4719 TAFT SUITE 5 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752941888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY GROVER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 9405861271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400 | AddressLine1Txt |
| City | HOLLIDAY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76366 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY L SCHAEFER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9405861271 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW HARRIS | PreparerPersonNm |
| PTIN | P00451288 | PTIN |
| Phone | 9406910126 | PhoneNum |
| Preparation | 2017-04-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 5FFA926C0E5F3E5413F335C33A8ACBDA57121279 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53A14F093F4C44D52CBAB174C692B204D3DC7A44 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,841 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,685 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,335 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $935 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,439 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $162,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,447 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $173,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,772 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $190,124 | CapitalStockBOYAmt |
| Capital Stock EOY | $182,153 | CapitalStockEOYAmt |
| Retained Earning BOY | -$16,429 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$32,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $173,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $149,772 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $149,772 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $173,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,909 | ExcessRevenueOverExpensesAmt |
| Subtotal | $157,786 | SubtotalAmt |
| Other Decreases | $8,014 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $149,772 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,855 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,758 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,224 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $190,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,222 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $173,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007236 | DistributionYr5Rt |
| Total Distribution | 0.260115 | TotalDistributionRt |
| Average Distribution | 0.052023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $120,035 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,775 | 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 | $13 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13 | SubtotalAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $13 | 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 | TX | 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 | GARY L SCHAEFER | IndividualWithBooksNm |
| Phone | 9405861271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400 | AddressLine1Txt |
| Address Line2 | PO BOX 400 | AddressLine2Txt |
| City | HOLLIDAY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76366 | ZIPCd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY L SCHAEFER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400 | AddressLine1Txt |
| City | HOLLIDAY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76366 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $108,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,863 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $121,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13 | TotalTaxAmt |
| Distributable Before Adj | $5,989 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,989 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,775 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,762 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,989 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $7,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,606 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,540 | ExcessFromYear4Amt |
| Excess From Year2 | $2,606 | ExcessFromYear2Amt |
| Excess From Year1 | $1,107 | ExcessFromYear1Amt |
| Excess From Current Year | $1,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | APPLICATIONS MUST BE WRITTEN AND INCLUDE THE AMOUNT AND PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | RESTRICTED TO CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVEST FOOD MINISTRY | |||||||
| PO BOX 100 | HOLLIDAY | TX | 76366 | N/A | PUBLIC | OPERATIONAL SUPPORT | $2,500 |
| UNITED REGIONAL FOUNDATION | |||||||
| 1600 ELEVENTH STREET | WICHITA FALLS | TX | 76301 | N/A | PUBLIC | OPERATIONAL SUPPORT | $500 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76307 | N/A | PUBLIC | OPERATIONAL SUPPORT | $300 |
| FRIENDS OF SCOUTING - NORTH TX | |||||||
| 3604 MAPLEWOOD AVE | WICHITA FALLS | TX | 76308 | N/A | PUBLIC | OPERATIONAL SUPPORT | $500 |
| UNIVERSITY KIWANIS CLUB | |||||||
| 1801 9TH ST | WICHITA FALLS | TX | 76302 | N/A | PUBLIC | OPERATIONAL SUPPORT | $875 |
| DRUG FREE HOLLIDAY ISD | |||||||
| 751 COLLEGE AVE | HOLLIDAY | TX | 76366 | N/A | PUBLIC | OPERATIONAL SUPPORT | $300 |
| BIKERS AGAINST BULLIES | |||||||
| 2935 STOCKYARD RD UNIT L | MISSOULA | MT | 59808 | N/A | PUBLIC | OPERATIONAL SUPPORT | $100 |
| FAITH MISSION | |||||||
| 1300 TRAVIS ST | WICHITA FALLS | TX | 76301 | N/A | PUBLIC | OPERATIONAL SUPPORT | $1,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PUBLIC | OPERATIONAL SUPPORT | $200 |
| DISASTER HELPING HANDS | |||||||
| PO BOX 1891 | WICHITA FALLS | TX | 76307 | N/A | PUBLIC | OPERATIONAL SUPPORT | $500 |
| HOLLIDAY PUBLIC LIBRARY | |||||||
| 201 MAIN | HOLLIDAY | TX | 76366 | N/A | PUBLIC | OPERATIONAL SUPPORT | $500 |
| HABITAT FOR HUMANITY WICHITA FALLS | |||||||
| 1206 LAMAR ST | WICHITA FALLS | TX | 76301 | N/A | PUBLIC | OPERATIONAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,775 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,905 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,905 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,240 | 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 | $935 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 100SH HARLEY DAVIDSON INC | 2015-09 | PURCHASE | 2016-09 | $4,906 | $5,643 | -$737 |
| 300SH MOBILEY N.V. | 2015-11 | PURCHASE | 2016-08 | $13,299 | $13,346 | -$47 |
| 300SH SMITH & WESSON HLDG CORP | 2015-12 | PURCHASE | 2016-03 | $8,029 | $6,973 | $1,056 |
| 100SH RAYTHEON CO (NEW) | 2014-05 | PURCHASE | 2016-07 | $13,451 | $9,818 | $3,633 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY STOCKS | StockNm |
| EOY Book Value | $145,378 | EOYBookValueAmt |
| EOYFMV | $115,447 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 FEDERAL INCOME TAX | $45 |
| RECLASSIFY PRIOR YR NON-DIV DISTR | $7,969 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $165 |
| LEGACY RESERVES LP - K-1 | $12,274 |