BETTIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-14
- IRS object ID
- 202121959349100007
- Schema version
- 2020v4.0
- 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
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-14T08:57:47-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472951445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Oppermann CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 Heights Boulevard | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274185986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BETTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2813679836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 PALMER CREST CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMA KAY LORD | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMA KAY | PersonFirstNm |
| Person Last | LORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Oppermann | PreparerPersonNm |
| PTIN | P01705114 | PTIN |
| Phone | 7134103162 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $458,215 | 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 |
| Dividends Rev And Expnss | $3,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,239 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,103 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $420 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,311 | CashBOYAmt |
| Cash EOY | $6,732 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $20,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,287 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $370,242 | OtherAssetsBOYAmt |
| Other Assets EOY | $356,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $443,928 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $396,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $458,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $396,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $377,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $396,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $377,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $396,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $396,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,847 | ExcessRevenueOverExpensesAmt |
| Subtotal | $377,028 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $377,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BESSEMER 1099-DIV | P | ||||||
| 154.250 OWAC X | P | 2017-01-31 | 2020-11-16 | $3,412 | $2,203 | $1,209 | $1,209 |
| 795.990 OWFI X | P | 2017-01-31 | 2020-03-30 | $9,329 | $8,812 | $517 | $517 |
| 114.377 OWSM X | P | 2017-01-01 | 2020-11-16 | $1,965 | $1,793 | $172 | $172 |
| 7676.905 OW MULTI-ASSET FUND | P | 2017-01-31 | 2020-09-30 | $47,204 | $57,961 | -$10,757 | -$10,757 |
| Capital Gain Dividends | $8,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $30 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAY LORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2813679836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 PALMER CREST CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NORMA KAY LORD | ||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | Director | 0.00 | $0 |
| ADRIENNE MARIE LORD | ||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | Director | 0.00 | $0 |
| APRIL ELIZABETH LORD | ||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | Director | 0.00 | $0 |
| AMY MICHELLE LORD | ||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $402,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $420,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $420,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $414,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $20,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,700 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $625 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,633 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,703 | ExcessFromYear4Amt |
| Excess From Year3 | $7,960 | ExcessFromYear3Amt |
| Excess From Year2 | $35,422 | ExcessFromYear2Amt |
| Excess From Year1 | $625 | ExcessFromYear1Amt |
| Excess From Current Year | $800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ST EDWARDS UNIVERSITY | |||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | OFFICE OF UNIVERSITY ADVANCEMENT | $5,000 |
| ST EDWARDS UNIVERSITY | |||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | OFFICE OF UNIVERSITY ADVANCEMENT | $5,000 |
| INTERFAITH OF THE WOODLANDS | |||||
| 4242 INTERFAITH WAY | THE WOODLANDS | TX | 77381 | FOOD PANTRY | $5,000 |
| INTERFAITH OF THE WOODLANDS | |||||
| 4242 INTERFAITH WAY | THE WOODLANDS | TX | 77381 | FOOD PANTRY | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,573 | 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 | TAX RETURN | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| CREDIT INCOME | $24,895 | $25,418 | |
| EQUITIES TAX COST | $233,738 | $206,095 | |
| EQUITIES TOTAL VALUE | $316,916 | ||
| FIXED INCOME | $97,376 | $101,594 | $106,187 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BESSEMER | CategoryTxt |
| Amt | $420 | Amt |
| Net Investment Income | $420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |