BETTIS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-07
- IRS object ID
- 201602519349100415
- Schema version
- 2015v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-07T17:10:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO RIVERWAY FLOOR 15 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 |
| Phone | 2813679836 | PhoneNum |
| Signature | 2016-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY C CORBITT | PreparerPersonNm |
| PTIN | P00013980 | PTIN |
| Phone | 7136218090 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $450,052 | 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 | $217 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,732 | 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 |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,987 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,987 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $587 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $217 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,964 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $448,685 | OtherAssetsBOYAmt |
| Other Assets EOY | $434,307 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $434,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $453,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $450,052 | 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 | $453,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $450,271 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $453,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $450,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $453,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $450,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $453,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $450,271 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $450,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $11,981 | $10,382 | $1,599 | $1,599 |
| PACE GLOBAL REAL ESTATE SECURITIES INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $202 | $167 | $35 | $35 |
| PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS P | 2013-05-20 | 2015-07-24 | $1,622 | $1,634 | -$12 | -$12 |
| PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS P | 2013-05-20 | 2015-10-23 | $1,524 | $1,530 | -$6 | -$6 |
| PACE INTERNATIONAL EQUITY INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $1,505 | $1,364 | $141 | $141 |
| PACE INTERNATIONAL FIXED INCOME INVESTMENT CLASS P | 2013-05-20 | 2015-11-24 | $487 | $526 | -$39 | -$39 |
| PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $7,267 | $4,873 | $2,394 | $2,394 |
| PACE LARGE CO VALUE EQUITY INVESTMENTS | 2010-12-15 | 2015-11-24 | $3,655 | $2,607 | $1,048 | $1,048 |
| PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS FUND CLASS P | 2013-05-20 | 2015-01-23 | $1,819 | $1,809 | $10 | $10 |
| PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS FUND CLASS P | 2013-05-20 | 2015-04-23 | $1,872 | $1,857 | $15 | $15 |
| PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $1,735 | $1,386 | $349 | $349 |
| PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $1,816 | $1,447 | $369 | $369 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS P | 2010-12-15 | 2015-11-24 | $951 | $989 | -$38 | -$38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,865 | 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 | $28,383 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $509,720 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $497,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,210 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $477,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063246 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,201 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $499,032 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $499,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.224453 | TotalDistributionRt |
| Average Distribution | 0.044891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $484,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,739 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $269 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,067 | 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 | $269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $269 | 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 |
| 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 | KAY LORD | IndividualWithBooksNm |
| Phone | 2813679836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 PALMER CREST COURT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMA KAY LORD | ||||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADRIENNE MARIE LORD | ||||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| APRIL ELIZABETH LORD RUZICKA | ||||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| AMY MICHELLE LORD | ||||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $482,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $491,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $491,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $484,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $269 | TotalTaxAmt |
| Distributable Before Adj | $23,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $269 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,141 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,123 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,419 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,824 | ExcessFromYear3Amt |
| Excess From Year2 | $4,141 | ExcessFromYear2Amt |
| Excess From Year1 | $3,331 | ExcessFromYear1Amt |
| Excess From Current Year | $6,123 | 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 | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOR KIDS' SAKE | |||||||
| 100 E JACKSON ST SUITE C | CARBONDALE | IL | 62901 | N/A | PUBLIC CHARITY | TO PROVIDE FOOD, CLOTHING, HOUSING, EDUCATION, AND OVERALL CARE FOR 550 ORPHANS. | $10,000 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| LONGHORN FOUNDATION | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $9,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISD EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 CHERRYBROOK LANE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,732 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,732 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | $216,188 | $221,017 | $221,840 |
| FIXED INCOME | $93,985 | $85,161 | $76,354 |
| ALTERNATIVE STRATEGIES | $138,512 | $128,129 | $135,894 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS | CategoryTxt |
| Amt | $6,987 | Amt |
| Net Investment Income | $6,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FORIEGN TAXES PAID | $587 | $587 | $0 | $0 |
| 2015 EXCISE TAXES PAID | $217 | $0 | $0 | $217 |