BRITTANY F AND MICHAEL T NORMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRITTANY F AND MICHAEL T NORMAN FAMILY FOUNDATION (EIN 83-2573804)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-19
- IRS object ID
- 202011719349100421
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-19T15:08:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742053183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGF&N PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 SW HK DODGEN LOOP | AddressLine1Txt |
| City | TEMPLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 765046838 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832573804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTANY F AND MICHAEL T NORMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 2546245747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 N 13TH ST | AddressLine1Txt |
| City | TEMPLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 765013018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T NORMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2546245747 | PhoneNum |
| Signature | 2020-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY L FRANKLIN CPA | PreparerPersonNm |
| PTIN | P00047620 | PTIN |
| Phone | 2547739907 | PhoneNum |
| Preparation | 2020-06-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.173.207.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-17 | IPDt |
| IP Tm | 08:57:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E00A9591453C4BBDD76AEA950DAE6CB4F0AD3C9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D02A1B292203EF52DBB76AAC9E59E8254FEE9DF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $573,025 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,949 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,949 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,224 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $465 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $465 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,310 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $124 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $124 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,610 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $167,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $352,745 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $373,491 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $620,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $573,025 | 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 | $620,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $510,599 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $510,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $510,599 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $510,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15000 SHS AFLAC INC 3.625% | P | 2019-01-04 | 2019-11-21 | $15,915 | $15,000 | $915 | $915 |
| 400 SHS ALLSTATE CORP 5.1% | P | 2019-01-08 | 2019-11-21 | $10,498 | $9,791 | $707 | $707 |
| 4 SHS ALPHABET INC-CL A | P | 2019-01-03 | 2019-11-21 | $4,738 | $4,107 | $631 | $631 |
| 1 SH AMAZON.COM INC | P | 2019-01-03 | 2019-11-21 | $1,734 | $1,506 | $228 | $228 |
| 12 SHS APPLE INC | P | 2019-01-03 | 2019-11-21 | $3,143 | $1,950 | $1,193 | $1,193 |
| 21 SHS BERKSHIRE HATHAWAY INC | P | 1999-01-03 | 2019-11-21 | $4,410 | $4,095 | $315 | $315 |
| 28 SHS BRIGHT HORIZONS FAMILY SOLUT | P | 1999-01-03 | 2019-12-09 | $4,227 | $3,164 | $1,063 | $1,063 |
| 11 SHS CME GROUP INC | P | 2019-01-03 | 2019-11-21 | $2,146 | $2,007 | $139 | $139 |
| 15000 CPTL ONE FINANCL CO 4.75% | P | 2019-01-10 | 2019-11-21 | $15,579 | $15,254 | $325 | $325 |
| 44 SHS CHEVRON CORP | P | 1999-01-03 | 2019-09-27 | $5,305 | $4,888 | $417 | $417 |
| 118 SHS CONAGRA BRANDS INC | P | 2019-01-03 | 2019-02-05 | $2,572 | $2,548 | $24 | $24 |
| 5 SHS CONSTELLATION BRANDS INC | P | 2019-04-18 | 2019-11-21 | $932 | $986 | -$54 | -$54 |
| 13 SHS CROWN CASTLE INTL CORP | P | 2019-01-03 | 2019-12-09 | $1,763 | $1,377 | $386 | $386 |
| 29 SHS EOG RESOURCES INC | P | 2019-01-03 | 2019-09-27 | $2,336 | $2,612 | -$276 | -$276 |
| 15 SHS FACEBOOK INC CL A | P | 2019-01-03 | 2019-11-21 | $2,966 | $2,381 | $585 | $585 |
| 9 SHS GW PHARMACEUTICALS | P | 2019-01-03 | 2019-11-21 | $893 | $1,428 | -$535 | -$535 |
| 7 SHS HOME DEPOT INC | P | 2019-01-03 | 2019-11-21 | $1,532 | $1,182 | $350 | $350 |
| 12 SHS HONEYWELL INTERNATIONAL INC | P | 2019-01-03 | 2019-11-21 | $2,119 | $1,977 | $142 | $142 |
| 20 SHS JPMORGAN CHASE & CO | P | 2019-01-03 | 2019-11-21 | $2,600 | $2,135 | $465 | $465 |
| 15 SHS JOHNSON & JOHNSON | P | 2019-01-03 | 2019-11-21 | $2,037 | $1,891 | $146 | $146 |
| 12 SHS KEYSIGHT TECHNOLOGIES INC | P | 2019-03-18 | 2019-11-21 | $1,269 | $1,036 | $233 | $233 |
| 28 SHS LAMB WESTON HOLDINGS INC | P | 2019-01-03 | 2019-11-21 | $2,315 | $2,050 | $265 | $265 |
| 2 SHS LOCKHEED MARTIN CORP | P | 2019-01-03 | 2019-11-21 | $780 | $517 | $263 | $263 |
| 10000 M&T BANK CORP 5.125% | P | 2019-10-30 | 2019-11-21 | $10,650 | $10,735 | -$85 | -$85 |
| 28 SHS MARATHON PETROLEUM CORP | P | 2019-09-27 | 2019-11-21 | $1,767 | $1,735 | $32 | $32 |
| 11 SHS MARKETAXESS HOLDINGS INC | P | 2019-01-03 | 2019-11-21 | $3,524 | $2,293 | $1,231 | $1,231 |
| 17 SHS MASTERCARD INC | P | 2019-01-03 | 2019-11-21 | $4,487 | $3,093 | $1,394 | $1,394 |
| 29 SHS MICROSOFT CORP | P | 2019-01-03 | 2019-11-21 | $4,333 | $2,843 | $1,490 | $1,490 |
| 32 SHS MICROCHIP TECHNOLOGY INC | P | 2019-01-03 | 2019-11-21 | $2,917 | $2,687 | $230 | $230 |
| 18 SHS NEXTERA ENERGY INC | P | 2019-01-03 | 2019-11-21 | $3,949 | $3,059 | $890 | $890 |
| 11 SHS NORTHROP GRUMMAN CORP | P | 2019-01-03 | 2019-02-27 | $3,149 | $2,644 | $505 | $505 |
| 8 SHS OLD DOMINION FREIGHT LINE | P | 2019-01-03 | 2019-11-21 | $1,525 | $956 | $569 | $569 |
| 15000 OMNICOM GP/CAP 4.45% | P | 2019-01-08 | 2019-11-21 | $15,250 | $15,258 | -$8 | -$8 |
| 89 SHS PFIZER INC | P | 2019-01-03 | 2019-11-21 | $3,652 | $3,757 | -$105 | -$105 |
| 32 SHS PIMCO 25+ YR ZERO CPN US TIF | P | 2019-01-07 | 2019-02-15 | $3,632 | $3,658 | -$26 | -$26 |
| 19 SHS PROLOGIS INC | P | 2019-01-03 | 2019-12-09 | $1,732 | $1,079 | $653 | $653 |
| 400 PUBLIC STORAGE 5.625% | P | 2019-01-04 | 2019-10-15 | $10,000 | $9,814 | $186 | $186 |
| 24 SHS ROSS STORES INC | P | 2019-01-03 | 2019-11-21 | $2,678 | $2,002 | $676 | $676 |
| 18 SHS S&P GLOBAL INC | P | 2019-01-03 | 2019-11-21 | $4,388 | $3,347 | $1,041 | $1,041 |
| 400 SOUTHERN CO 6.25% | P | 2019-01-04 | 2019-11-21 | $10,445 | $10,463 | -$18 | -$18 |
| 63 SHS SUNTRUST BANKS INC | P | 2019-01-03 | 2019-03-22 | $3,744 | $3,279 | $465 | $465 |
| 3 SHS THERMO FISHER SCIENTIFIC INC | P | 2019-06-07 | 2019-11-21 | $915 | $841 | $74 | $74 |
| 15000 THERMO FISHER SCIENTIFIC 4.5% | P | 2019-01-04 | 2019-10-15 | $15,558 | $15,235 | $323 | $323 |
| 18 SHS 3M CO | P | 2019-01-03 | 2019-03-18 | $3,596 | $3,315 | $281 | $281 |
| 9 SHS UNION PACIFIC CORP | P | 2019-01-03 | 2019-11-21 | $1,567 | $1,197 | $370 | $370 |
| 7 SHS UNITEDHEALTH GROUP INC | P | 2019-01-03 | 2019-12-09 | $1,941 | $1,661 | $280 | $280 |
| 32 SHS VANGUARD HEALTH CARE ETF | P | 2019-01-03 | 2019-04-18 | $5,294 | $4,973 | $321 | $321 |
| 35 SHS VERIZON COMMUNICATIONS INC | P | 2019-01-03 | 2019-12-09 | $2,099 | $2,054 | $45 | $45 |
| 5 SHS VERTEX PHARMACEUTICALS INC | P | 2019-01-03 | 2019-11-21 | $1,074 | $824 | $250 | $250 |
| 27 SHS MARVELL TECHNOLOGY GROUP LTD | P | 2019-11-12 | 2019-11-21 | $705 | $705 | $0 | $0 |
| 12 SHS APTIV PLC | P | 2019-01-03 | 2019-11-21 | $1,068 | $837 | $231 | $231 |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $681,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,334 | 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 | $229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $229 | TaxDueAmt |
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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2546245747 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 N 13TH ST | AddressLine1Txt |
| City | TEMPLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 765013018 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL T NORMAN | ||||||||
| 618 NORTH 13TH STREET | TEMPLE | TX | 76501 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRITTANY F NORMAN | ||||||||
| 618 NORTH 13TH STREET | TEMPLE | TX | 76501 | VP/SEC AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| BENJAMIN F NORMAN | ||||||||
| 618 NORTH 13TH STREET | TEMPLE | TX | 76501 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MADELEINRUTH F NORMAN | ||||||||
| 618 NORTH 13TH STREET | TEMPLE | TX | 76501 | DIRECTOR | 0.00 | $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 | $629,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $692,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $692,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $681,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $229 | TotalTaxAmt |
| Distributable Before Adj | $33,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,545 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,931 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $96,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL T NORMAN | ContributingManagerNm |
| Contributing Manager | BRITTANY F NORMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL GOD'S CHILDREN INTERNATIONAL | |||||||
| 1400 NE 136TH AVE STE 201 | VANCOUVER | WA | 98684 | N/A | PC | CHILDRENS' GLOBAL MINISTRY | $33,334 |
| REDEEMER PRESBYTERIAN CHURCH | |||||||
| 12 W FRENCH AVE | TEMPLE | TX | 76501 | N/A | PC | LOCAL CHURCH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,334 | 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 | $10,949 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,589 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,227 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $985 | Amt |
| Net Investment Income | $985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MASSMUTUAL TRUST CO | BondNm |
| EOY Book Value | $352,745 | EOYBookValueAmt |
| EOYFMV | $373,491 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MASSMUTUAL TRUST CO | StockNm |
| EOY Book Value | $126,244 | EOYBookValueAmt |
| EOYFMV | $167,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,875 | LegalFeesAmt |
| Net Investment Income | $5,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $465 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $465 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,310 | Amt |
| Net Investment Income | $7,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |