BETTIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-10
- IRS object ID
- 201822229349100007
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-10T09:31:48-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-10 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $452,889 | 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 | $7,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,361 | 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 | $581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $581 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,426 | CashBOYAmt |
| Cash EOY | $5,370 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $79,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,833 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $334,989 | OtherAssetsBOYAmt |
| Other Assets EOY | $408,584 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $437,056 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $416,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $452,889 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $416,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $429,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $416,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $429,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $416,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $429,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $416,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,180 | ExcessRevenueOverExpensesAmt |
| Subtotal | $429,787 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $429,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BESSEMER 1099-V | P | ||||||
| 4470 OWSO X | P | 2017-01-31 | 2017-04-27 | $35,000 | $33,748 | $1,252 | $1,252 |
| 12955 PASP X | P | 2010-12-15 | 2017-01-26 | $135,894 | $128,129 | $7,765 | $7,765 |
| 151.402 PCIF X | P | 2013-05-20 | 2017-01-26 | $1,838 | $1,880 | -$42 | -$42 |
| 2162.296 PCLC X | P | 2010-12-15 | 2017-01-26 | $48,435 | $43,231 | $5,204 | $5,204 |
| 2248.709 PCLV X | P | 2010-12-15 | 2017-01-26 | $51,361 | $39,678 | $11,683 | $11,683 |
| 3026 PCGL X | P | 2013-05-20 | 2017-01-26 | $28,993 | $31,689 | -$2,696 | -$2,696 |
| 1242 PCSG X | P | 2010-01-01 | 2017-01-26 | $19,842 | $20,461 | -$619 | -$619 |
| 1302 PCSV X | P | 2010-01-01 | 2017-01-26 | $28,009 | $22,966 | $5,043 | $5,043 |
| 1258 PCSI X | P | 2010-01-01 | 2017-01-26 | $16,934 | $18,155 | -$1,221 | -$1,221 |
| 3 PCGT X | P | 2013-05-20 | 2017-01-26 | $33 | $34 | -$1 | -$1 |
| 2656 PHYP X | P | 2013-01-01 | 2017-01-26 | $26,449 | $28,733 | -$2,284 | -$2,284 |
| Capital Gain Dividends | $13,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,107 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,252 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $443,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $484,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,383 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $509,720 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05568 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,397 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $497,953 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05703 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,210 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $477,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06325 | DistributionYr5Rt |
| Total Distribution | 0.311066 | TotalDistributionRt |
| Average Distribution | 0.062213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $451,463 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,100 | 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 | $433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $433 | SubtotalAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $433 | 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 |
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 | $409,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $458,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $458,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $451,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $433 | TotalTaxAmt |
| Distributable Before Adj | $22,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,667 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,140 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,082 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,141 | ExcessFromYear4Amt |
| Excess From Year3 | $3,331 | ExcessFromYear3Amt |
| Excess From Year2 | $6,123 | ExcessFromYear2Amt |
| Excess From Year1 | $10,703 | ExcessFromYear1Amt |
| Excess From Current Year | $7,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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 | $9,600 |
| ST EDWARDS UNIVERSITY | |||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 78704 | STUDENT DISABILITY SERVICES | $10,000 |
| THE WOMEN'S HOME | |||||
| 607 WESTHEIMER RD | HOUSTON | TX | 77006 | TO PROVIDE FUNDS TO SUPPORT SERVICES TO HELP END HOMELESSNESS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,067 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,067 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,361 | 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 | $128,129 | $61,251 | $63,442 |
| EQUITIES | $126,334 | $256,633 | $283,160 |
| FIXED INCOME | $80,526 | $90,700 | $90,454 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BESSEMER | CategoryTxt |
| Amt | $581 | Amt |
| Net Investment Income | $581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |