2021-07-14T08:57:47-07:00 2020-12-31 472951445 Paul Oppermann CPA 848 Heights Boulevard Houston TX 77007 990PF 2020-01-01 274185986 THE BETTIS FOUNDATION BETT 2813679836 34 PALMER CREST CT THE WOODLANDS TX 77380 NORMA KAY LORD Director 2021-07-14 true NORMA KAY LORD 999009999 Paul Oppermann P01705114 7134103162 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 458215 X X 3103 3103 -530 70239 2573 3103 1000 500 500 420 420 1420 920 500 21000 21000 22420 920 21500 -19847 2183 6311 6732 20322 14287 14287 370242 356009 443928 396875 377028 458215 0 X 396875 377028 396875 377028 396875 377028 396875 -19847 377028 377028 BESSEMER 1099-DIV P 154.250 OWAC X P 2017-01-31 2020-11-16 3412 2203 1209 1209 795.990 OWFI X P 2017-01-31 2020-03-30 9329 8812 517 517 114.377 OWSM X P 2017-01-01 2020-11-16 1965 1793 172 172 7676.905 OW MULTI-ASSET FUND P 2017-01-31 2020-09-30 47204 57961 -10757 -10757 Capital Gain Dividends 8329 -530 30 30 30 30 false false false false false false false false true true false false false false true N/A KAY LORD 2813679836 34 PALMER CREST CT THE WOODLANDS TX 77380 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 402262 18658 0 420920 0 420920 6314 414606 20730 20730 30 30 20700 20700 20700 21500 21500 21500 20700 6123 10703 7960 35422 625 60833 21500 0 20700 800 61633 0 6123 55510 10703 7960 35422 625 800 X ST EDWARDS UNIVERSITY 3001 S CONGRESS AVENUE AUSTIN TX 78704 OFFICE OF UNIVERSITY ADVANCEMENT 5000 ST EDWARDS UNIVERSITY 3001 S CONGRESS AVENUE AUSTIN TX 78704 OFFICE OF UNIVERSITY ADVANCEMENT 5000 INTERFAITH OF THE WOODLANDS 4242 INTERFAITH WAY THE WOODLANDS TX 77381 FOOD PANTRY 5000 INTERFAITH OF THE WOODLANDS 4242 INTERFAITH WAY THE WOODLANDS TX 77381 FOOD PANTRY 6000 21000 14 3103 18 -530 2573 2573 false false false false false false false false false false TAX RETURN 1000 500 0 500 CREDIT INCOME 24895 25418 EQUITIES TAX COST 206095 233738 EQUITIES TOTAL VALUE 316916 FIXED INCOME 106187 97376 101594 BESSEMER 420 420 0 0