BEARDEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEARDEN FOUNDATION (EIN 26-3710470)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-07-13
- IRS object ID
- 202011959349102166
- Schema version
- 2018v3.2
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T15:40:47-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | 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 | 2018-11-01 | 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 | 10510 W SAN HOUSTON PKWY S | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM W HALL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2815684185 | PhoneNum |
| Signature | 2020-07-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 15:40:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CD86E378A8B4CCEBEC78D8EEBFBD73341D4EE2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5EC7EA404F6567333558028B786F3D7124C57DA4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,926,736 | 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 | $717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,181,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,220 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $5,390 | 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 | $1,631 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,912 | 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 | $37,933 | 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 | $136,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,023 | CashBOYAmt |
| Cash EOY | $11,660 | CashEOYAmt |
| Cash EOYFMV | $11,660 | CashEOYFMVAmt |
| Other Investments BOY | $2,791,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,915,076 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,915,076 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,798,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,926,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,926,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,798,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,926,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,798,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,926,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,798,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,926,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,798,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $108,984 | OtherIncreasesAmt |
| Subtotal | $2,926,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,926,736 | 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 |
|---|---|---|---|---|---|
| JP MORGAN -4004 | 2018-11-01 | $78,969 | $77,724 | $1,245 | $1,245 |
| JP MORGAN -4004 | 2019-10-01 | $158,064 | $146,750 | $11,314 | $11,314 |
| JP MORGAN -4004 | 2019-10-01 | $944,574 | $831,198 | $113,376 | $113,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,935 | 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 | $180,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,922,710 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,874,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $237,028 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,854,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $167,608 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,910,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,772 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,201,768 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054274 | DistributionYr5Rt |
| Total Distribution | 0.309571 | TotalDistributionRt |
| Average Distribution | 0.061914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,815,148 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,932 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,057 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,864 | 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 | $151 | EsPenaltyAmt |
| Tax Due | $4,015 | 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 | 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 | BILL HALL | IndividualWithBooksNm |
| Phone | 2815684185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10460 W SAM HOUSTON PKWY S SUITE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77099 | 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 (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 | ||||||||
| 10510 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARRY BEARDEN | ||||||||
| 10510 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BILL HALL | ||||||||
| 10510 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | 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 | $2,825,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,858,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,858,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,815,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,864 | TotalTaxAmt |
| Distributable Before Adj | $136,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,893 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,057 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,057 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $836 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $836 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $184,781 | 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 | $16,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,993 | ExcessFromYear4Amt |
| Excess From Year3 | $96,161 | ExcessFromYear3Amt |
| Excess From Year2 | $11,424 | ExcessFromYear2Amt |
| Excess From Year1 | $36,900 | ExcessFromYear1Amt |
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 | BILL HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10460 W SAM HOUSTON PKWY S | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77099 | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAN JACINTO COLLEGE | |||||||||||
| 8060 SPENCER HWY | PASADENA | TX | 77505 | NC | SCHOLARSHIP | $4,073 | |||||
| TEXAS A&M UNIVERSITY | |||||||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | NC | SCHOLARSHIP | $9,250 | |||||
| UNIVERSITY OF HOUSTON | |||||||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NC | SCHOLARSHIP | $19,903 | |||||
| TEXAS STATE UNIVERSITY | |||||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | NC | SCHOLARSHIP | $11,500 | |||||
| UNIVERSITY OF MINNESOTA | |||||||||||
| 3 MORRILL HALL 100 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | NC | SCHOLARSHIP | $7,750 | |||||
| UNIVERSITY OF ARKANSAS | |||||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | NC | SCHOLARSHIP | $13,000 | |||||
| TEXAS WOMEN'S UNIVERSITY | |||||||||||
| 6700 FANNIN ST | HOUSTON | TX | 77030 | NC | SCHOLARSHIP | $8,000 | |||||
| ST EDWARDS UNIVERSITY | |||||||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NC | SCHOLARSHIP | $7,750 | |||||
| UNIVERSITY OF NORTHERN IOWA | |||||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NC | SCHOLARSHIP | $7,000 | |||||
| ENSENANA E INVESTIGACION SUPERIOR AC | |||||||||||
| NC | SCHOLARSHIP | $7,211 | PRIVADA DE NOGLAES NO 940 | MONTERREY | NUEVO LEON | MX | |||||
| HAWKEYE COMMUNITY COLLEGE | |||||||||||
| 1501 EAST ORANGE ROAD PO BOX 8015 | WATERLOO | IA | 507048015 | NC | SCHOLARSHIP | $749 | |||||
| BLINN - BRYAN CAMPUS | |||||||||||
| 301 POST OFFICE ST | BRYAN | TX | 77805 | NC | SCHOLARSHIP | $2,148 | |||||
| MISSOURI STATE UNIVERSITY | |||||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NC | SCHOLARSHIP | $3,500 | |||||
| UNIVERSITY OF NEW ORLEANS | |||||||||||
| 2000 LAKESHORE DR | NEW ORLEANS | LA | 70148 | NC | SCHOLARSHIP | $3,500 | |||||
| DARTMOUTH | |||||||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | NC | SCHOLARSHIP | $2,625 | |||||
| UNIVERSITY OF TEXAS | |||||||||||
| MAIN BUILDING 110 INNER CAMPUS | AUSTIN | TX | 78705 | NC | SCHOLARSHIP | $3,750 | DRIVE | ||||
| RAZORBACK FOUNDATION | |||||||||||
| 1295 S RAZORBACK RD A | FAYETTEVILLE | AR | 72701 | NC | DONATION | $10,000 | |||||
| DAVID FERNEA | |||||||||||
| 10510 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | I | SCHOLARSHIP | $5,750 | |||||
| DREW ANDREWS | |||||||||||
| 10510 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | I | SCHOLARSHIP | $2,168 | |||||
| TEGON MILLHOFF | |||||||||||
| 3156 CLAY CROSSING | GREENWOOD | IN | 48143 | I | SCHOLARSHIP | $1,000 | |||||
| FORT SMITH BOYS CLUB | |||||||||||
| 4905 NORTH O STREET | FORT SMITH | AR | 72904 | PC | DONATION | $5,000 | |||||
| EDWARDS PLATEAU PRESCRIBED BURN ASSN | |||||||||||
| PO BOX 918 | SONORA | TX | 76950 | PC | DONATION | $430 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,057 | 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 | $717 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,935 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,220 | 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 | $2,915,076 | BookValueAmt |
| EOYFMV | $2,915,076 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| VOLUNTEER GIFTS | $400 | $0 | $0 | $0 |
| BANK CHARGES | $15,735 | $0 | $0 | $0 |
| CONTRACT LABOR | $12,000 | $0 | $0 | $0 |
| SUPPLIES | $277 | $0 | $0 | $0 |
| FACILITIES | $2,500 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
| Amt | $108,984 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,390 | 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 | $1,631 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |