BETSWEST FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BETSWEST FOUNDATION (EIN 26-3222176)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201843099349100009
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T10:12:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | 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 | 263222176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BetsWest Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SALLY L BLACKIE-SENGEL | InCareOfNm |
| Business Name Control | BETS | BusinessNameControlTxt |
| Phone | 9798308884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2196 | AddressLine1Txt |
| City | Brenham | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 778342196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY L BLACKIE-SENGEL | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 7139601706 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Schulz | PreparerPersonNm |
| PTIN | P00004191 | PTIN |
| Phone | 7139601706 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.7.148.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 79649420183095000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A55B65EDDB5888EA95230FCAD675F8288DD5FD73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DB54CD1928878F681CBF1678FD698C6C91EE938 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,528,569 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,669 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,331 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $400 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,851 | CashBOYAmt |
| Cash EOY | $28,205 | CashEOYAmt |
| Cash EOYFMV | $28,205 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,366 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,285,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,233,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,470,998 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,313,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,290,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,528,569 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $8,421 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $8,421 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $8,421 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,421 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,305,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,282,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,305,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,282,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,313,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,290,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,305,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,951 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,282,252 | SubtotalAmt |
| Other Decreases | $64 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,282,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | 2016-12-31 | 2017-12-31 | $12,144 | $12,144 | $12,144 | |
| NORTHERN TRUST | 2016-12-31 | 2017-12-31 | $100,000 | $33,525 | $33,525 | $66,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,669 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,431,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,507,974 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,802 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,627,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064616 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,664,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,476 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,810,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070968 | DistributionYr5Rt |
| Total Distribution | 0.255483 | TotalDistributionRt |
| Average Distribution | 0.051097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,491,563 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $925 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,851 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,851 | SubtotalAmt |
| Tax Based On Investment Income | $1,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,041 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,041 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,190 | OverpaymentAmt |
| Applied To ES Tax | $4,190 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY L BLACKIE-SENGEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9798308884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2196 | AddressLine1Txt |
| City | Brenham | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 778342196 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Sally L Blackie-Sengel | ||||||||
| 5900 Highway 290 East | Brenham | TX | 77833 | President | 2.0 | $0 | $0 | $0 |
| Elizabeth H Blackie | ||||||||
| 3072 SW 153rd Drive | Beaverton | OR | 97006 | Secretary | 2.0 | $0 | $0 | $0 |
| Weston C Blackie | ||||||||
| 24365 East Louisiana Place | Aurora | CO | 80018 | Treasurer | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,498,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,529,506 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,529,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,491,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,851 | TotalTaxAmt |
| Distributable Before Adj | $122,727 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,727 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $115,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $115,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $39,605 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $70,978 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $115,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,227 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,227 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,751 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,146 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $39,605 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALLY L BLACKIE-SENGEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Animal Friends of Washington County | ||||||
| 3901 Hwy 36 North | Brenham | TX | 77833 | n/a | general Support | $5,000 |
| ASPCA | ||||||
| 424 East 92nd Street | New York | NY | 10128 | n/a | general Support | $1,000 |
| Austin Animal Services | ||||||
| 7201 Levander Loop | austin | TX | 78702 | n/a | general Support | $5,000 |
| Austin Pets Alive | ||||||
| 1156 W Cesar Chavez St | Austin | TX | 78703 | N/A | General Support | $5,000 |
| Best Friends Animal Society | ||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | N/A | General Support | $5,000 |
| Boys & Girls Club of Washington County | ||||||
| 1710 E Tom Green Street | Brenham | TX | 77833 | N/A | General Support | $10,000 |
| Brenham Children's Chorus | ||||||
| PO Box 2274 | Brenham | TX | 77834 | N/A | General Support | $1,000 |
| Camp for All | ||||||
| 6301 Rehburg Road | Burton | TX | 77835 | N/A | General Support | $25,000 |
| Chappell Hill Historical Society | ||||||
| 9220 Poplar Street | Chappell Hill | TX | 77426 | N/A | General Support | $1,500 |
| Dumb Friends League | ||||||
| 2080 S Quebec Street | Denver | CO | 80231 | N/A | General Support | $5,000 |
| Freedom Service Dogs | ||||||
| 2000 W Union Avenue | Englewood | CO | 80110 | N/A | General Support | $5,000 |
| Guiding Eyes for the Blind | ||||||
| 611 Granite Springs Road | Yorktown Heights | NY | 10598 | N/A | General Support | $500 |
| Luke and Rachel Batten Foundation | ||||||
| 15210 Mesa Red Ct | Cypress | TX | 77433 | N/A | General Support | $1,000 |
| Oregon Humane Society | ||||||
| 1067 NE Columbia Blvd | Portland | OR | 97211 | N/A | General Support | $5,000 |
| Oregon Museum of Science and Industry | ||||||
| 1945 SE Water Avenue | Portland | OR | 97214 | N/A | General Support | $5,000 |
| Baylor Scott & White Central TX Foundation | ||||||
| 2401 S 31st St | Temple | TX | 76508 | N/A | General Support | $3,000 |
| The Salvation Army | ||||||
| 2506 Cavitt Avenue | Bryan | TX | 77801 | N/A | General Support | $1,000 |
| True Blue Animal Rescue | ||||||
| PO Box 1107 | Brenham | TX | 77834 | N/A | General Support | $6,000 |
| Chappell Hill United Methodist Church | ||||||
| 5195 Church St | Chappell Hill | TX | 77426 | n/a | General Support | $10,000 |
| Cause for Canines | ||||||
| 15202 Palmer Road | Etna | OH | 43068 | n/a | general support | $1,000 |
| Chappell Hill Volunteer Fire Department | ||||||
| 5055 Main Street | Chappell Hill | TX | 77426 | N/A | General Support | $1,000 |
| Bassett Buddies of Texas | ||||||
| PO Box 130244 | Houston | TX | 77219 | N/A | General Support | $500 |
| Dogs & Design | ||||||
| 675 Bering Drive Suite 105 | Houston | TX | 77057 | N/A | General Support | $1,000 |
| Margaret Blizzard Senior Activity Center | ||||||
| 1301 E Tom Green Street | Brenham | TX | 77833 | n/a | General Support | $5,000 |
| The Brookwood Community | ||||||
| 1752 Farm to Market 1489 | Brookshire | TX | 77423 | N/A | General Support | $1,000 |
| Unity Theatre | ||||||
| 300 Church Street | Brenham | TX | 77833 | n/a | general support | $2,500 |
| Washington on the Brazos State Park Association | ||||||
| 23400 Park Rd 12 | Washington | TX | 77880 | n/a | general support | $2,500 |
| Wheelers for the Wounded of CO | ||||||
| 12122 Bay Oaks Ct | Parker | CO | 80138 | n/a | general support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,425 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,145 | Amt |
| Net Investment Income | $2,145 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST - SECURITIES | StockNm |
| EOY Book Value | $2,233,038 | EOYBookValueAmt |
| EOYFMV | $2,470,998 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $64 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST MANAGEMENT FEE | CategoryTxt |
| Amt | $5,331 | Amt |
| Net Investment Income | $5,331 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |