BEARDEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEARDEN FOUNDATION (EIN 26-3710470)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-15
- IRS object ID
- 202142589349100239
- Schema version
- 2019v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T16:49:49-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263710470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 2815684185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM W HALL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2815684185 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA LAWYER | PreparerPersonNm |
| PTIN | P01615136 | PTIN |
| Phone | 7139638008 | PhoneNum |
| Preparation | 2021-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,894,615 | 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 | $314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $314 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $314 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $67,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,510 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $67,510 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,787 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,824 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,787 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,824 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,660 | CashBOYAmt |
| Cash EOY | $7,525 | CashEOYAmt |
| Cash EOYFMV | $7,525 | CashEOYFMVAmt |
| Other Investments BOY | $2,915,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,887,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,887,090 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,926,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,894,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,894,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,926,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,894,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,926,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,894,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,926,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,894,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,926,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,286 | OtherIncreasesAmt |
| Subtotal | $2,897,115 | SubtotalAmt |
| Other Decreases | $2,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,894,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| J.P. MORGAN ACCT. A14504004 | 2019-11-30 | $24,185 | $22,474 | $1,711 | $1,711 |
| J.P. MORGAN ACCT. A14504004 | 2019-12-31 | $73,585 | $69,497 | $4,088 | $4,088 |
| J.P. MORGAN ACCT. A14504004 | 2020-10-31 | $747,186 | $737,022 | $10,164 | $10,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,963 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,815,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,653 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,922,710 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $151,922 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,874,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $237,028 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,854,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083050 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,910,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057582 | DistributionYr5Rt |
| Total Distribution | 0.303627 | TotalDistributionRt |
| Average Distribution | 0.060725 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,862,870 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,259 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $2,190 | OverpaymentAmt |
| Applied To ES Tax | $2,190 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM HALL | IndividualWithBooksNm |
| Phone | 2815684185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENNIS BEARDEN | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARRY BEARDEN | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM HALL | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR/VP/SEC/TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,873,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,906,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,906,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,862,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,676 | TotalTaxAmt |
| Distributable Before Adj | $141,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,161 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,424 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,900 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $168,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $175,269 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $151,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,161 | ExcessFromYear4Amt |
| Excess From Year3 | $11,424 | ExcessFromYear3Amt |
| Excess From Year2 | $36,900 | ExcessFromYear2Amt |
| Excess From Current Year | $6,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS BEARDEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2815684185 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS NEED TO PROVIDE THE FOLLOWING ITEMS: (1) A SUMMARY IN ESSAY FORM, OF HIS OR HER REASONS FOR, AND OBJECTIVES WHILE, ATTENDING THE PARTICULAR EDUCATIONAL INSTITUTION. (2) A SUMMARY OF HIS OR HER ANTICIPATED INCOME AND EXPENSES FOR THE YEAR THE SCHOLARSHIP IS REQUESTED. (3) TWO WRITTEN RECOMMENDATIONS FROM INSTRUCTORS NOT RELATED TO THE APPLICANT. (4) PROVIDE A LIST OF HIS OR HER EXTRACURRICULAR, CIVIC, VOLUNTEER, AND/OR WORK EXPERIENCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MINIMUM GPA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNA M TIFFANI | |||||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | I | SCHOLARSHIP | $4,000 | |||||
| BLINN - BRYAN CAMPUS | |||||||||||
| 301 POST OFFICE ST | BRYAN | TX | 77805 | PC | SCHOLARSHIP | $2,275 | |||||
| DARTMOUTH | |||||||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | PC | SCHOLARSHIP | $5,513 | |||||
| ENSENANA E INVESTIGACION SUPERIOR AC | |||||||||||
| PC | SCHOLARSHIP | $7,609 | PRIVADA DE NOGLAES NO 940 | MONTERREY | NUEVO LEON | MX | |||||
| JACOB GASSMAN | |||||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | I | SCHOLARSHIP | $707 | |||||
| MISSOURI STATE UNIVERSITY | |||||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | PC | SCHOLARSHIP | $10,000 | |||||
| SAN JACINTO COLLEGE | |||||||||||
| 8060 SPENCER HWY | PASADENA | TX | 77505 | PC | SCHOLARSHIP | $1,627 | |||||
| ST EDWARDS UNIVERSITY | |||||||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | PC | SCHOLARSHIP | $7,750 | |||||
| ST MARY UNIVERSITY | |||||||||||
| ONE CAMINO SANTA MANA | SAN ANTONIO | TX | 78228 | PC | SCHOLARSHIP | $4,050 | |||||
| TEXAS A&M UNIVERSITY | |||||||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | PC | SCHOLARSHIP | $10,978 | |||||
| TEXAS WOMEN'S UNIVERSITY | |||||||||||
| 6700 FANNIN ST | HOUSTON | TX | 77030 | PC | SCHOLARSHIP | $8,500 | |||||
| UNIVERSITY OF ARKANSAS | |||||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | PC | SCHOLARSHIP | $19,400 | |||||
| UNIVERSITY OF HOUSTON | |||||||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | PC | SCHOLARSHIP | $27,500 | |||||
| UNIVERSITY OF TEXAS | |||||||||||
| MAIN BUILDING 110 INNER CAMPUS | AUSTIN | TX | 78705 | PC | SCHOLARSHIP | $7,500 | DRIVE | ||||
| UNIVERSITY OF NEBRASKA | |||||||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | PC | SCHOLARSHIP | $7,750 | |||||
| CAMP FOR ALL | |||||||||||
| 3701 KIRBY DRIVE | HOUSTON | TX | 77098 | PC | DONATION | $10,000 | |||||
| CHAVEZ CHILDREN ACCOUNT | |||||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | I | DONATION | $1,000 | |||||
| HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 900 PORTWAY DRIVE | HOUSTON | TX | 77024 | PC | DONATION | $2,500 | |||||
| JUDICIAL WATCH | |||||||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | PC | DONATION | $2,500 | |||||
| ROCKSPRNGS EDWARDS COUNTY VFD | |||||||||||
| PO BOX 67 | ROCKSPRINGS | TX | 78880 | NC | DONATION | $100 | |||||
| SOUTH AFRICA PARTNERS INC | |||||||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | PC | DONATION | $2,000 | |||||
| THE NATURE CONSERVACY | |||||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | PC | DONATION | $2,500 | |||||
| WORLD WILDLIFE FUND | |||||||||||
| WORLD WILDLIFE FUND INC | TH ST NW | DC | 20037 | PC | DONATION | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,259 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,787 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,887,090 | BookValueAmt |
| EOYFMV | $2,887,090 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TLR POLITICICAL ACTION COMMITTEE | Desc |
| Amt | $2,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VOLUNTEER GIFTS | $823 | $0 | $0 | $0 |
| CONTRACT LABOR | $12,700 | $0 | $0 | $0 |
| ADMINISTRATIVE | $10,982 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSSES | $65,209 |
| UNCLEARED CHECK | $77 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,880 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |