BETTIS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-13
- IRS object ID
- 201912259349100326
- Schema version
- 2018v3.1
- 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
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T14:38:49-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Oppermann CPA | PreparerPersonNm |
| PTIN | P01705114 | PTIN |
| Phone | 7134103162 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $373,185 | 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 | $5,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,419 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,174 | 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 | $50 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,370 | CashBOYAmt |
| Cash EOY | $5,623 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $15,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,514 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $408,584 | OtherAssetsBOYAmt |
| Other Assets EOY | $375,774 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $359,671 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $429,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $373,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $429,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $429,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $429,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,876 | ExcessRevenueOverExpensesAmt |
| Subtotal | $394,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $394,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 273.438 OWLS X | P | 2017-04-27 | 2018-01-29 | $4,200 | $3,793 | $407 | $407 |
| 280.741 OWAC X | P | 2017-04-27 | 2018-01-29 | $5,000 | $4,250 | $750 | $750 |
| 1099-DIV | P | ||||||
| 406.80 OWLS X | P | 2017-04-27 | 2018-09-13 | $6,100 | $5,642 | $458 | $458 |
| 501.42 OWAC X | P | 2017-04-27 | 2018-09-18 | $9,300 | $7,591 | $1,709 | $1,709 |
| 820.277 OWFI X | P | 2017-01-31 | 2018-12-20 | $8,900 | $9,080 | -$180 | -$180 |
| 125.285 OWSM X | P | 2017-04-27 | 2018-09-18 | $2,200 | $2,072 | $128 | $128 |
| 50.251 OWSO X | P | 2017-01-31 | 2018-09-18 | $400 | $379 | $21 | $21 |
| Capital Gain Dividends | $13,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,419 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,667 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $451,463 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06571 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $443,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $484,254 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,383 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $509,720 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,397 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $497,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05703 | DistributionYr5Rt |
| Total Distribution | 0.313533 | TotalDistributionRt |
| Average Distribution | 0.062707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $425,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,921 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,500 | 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 | $216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216 | SubtotalAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $216 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $426,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $432,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $432,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $21,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,078 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,078 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $67,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,331 | ExcessFromYear4Amt |
| Excess From Year3 | $6,123 | ExcessFromYear3Amt |
| Excess From Year2 | $10,703 | ExcessFromYear2Amt |
| Excess From Year1 | $7,960 | ExcessFromYear1Amt |
| Excess From Current Year | $35,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE LONGHORN FOUNDATION | |||||
| 2139 SAN JACINTO BOULEVARD | AUSTIN | TX | 78712 | SCHOLARSHIPS | $6,000 |
| ST EDWARDS UNIVERSITY | |||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | STUDENT DISABILITY SERVICES | $5,000 |
| ST EDWARDS UNIVERSITY | |||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | STUDENT COUNSELING SERVICES | $5,000 |
| THE WOMEN'S HOME | |||||
| 607 WESTHEIMER RD | HOUSTON | TX | 77006 | TO PROVIDE FUNDS TO SUPPORT SERVICES TO HELP END HOMELESSNESS. | $10,000 |
| KRIST SAMARITAN CENTER | |||||
| 16441 SPACE CENTER BLVD STE C-100 | HOUSTON | TX | 77058 | COUNSELING | $10,000 |
| HOUSTON LIVESTOCK SHOW | |||||
| NRG CENTER 3NRG PARK | HOUSTON | TX | 77054 | SCHOLARSHIPS | $10,000 |
| ASTROS FOUNDATION | |||||
| 501 CRAWFORD STREET | HOUSTON | TX | 77002 | YOUTH PROGRAMS, HONOR THE NATIONS MILITARY, REDUCE HOMELESSNESS. | $5,000 |
| ASTROS FOUNDATION | |||||
| 501 CRAWFORD STREET | HOUSTON | TX | 77002 | YOUTH PROGRAMS, HONOR THE NATIONS MILITARY, REDUCE HOMELESSNESS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,755 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,174 | 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 (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE STRATEGIES | $61,251 | $60,872 | $54,502 |
| EQUITIES | $256,633 | $233,283 | $224,803 |
| FIXED INCOME | $90,700 | $81,619 | $80,366 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BESSEMER | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |