BETSWEST FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BETSWEST FOUNDATION (EIN 26-3222176)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-21
- IRS object ID
- 201412029349100201
- Schema version
- 2013v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-21T10:14:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760522558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS TX LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 ALLEN PARKWAY 20TH FLOOR | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETS | BusinessNameControlTxt |
| Phone | 9798308884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2196 | AddressLine1 |
| City | BRENHAM | City |
| State | TX | State |
| ZIP Code | 778342196 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY L BLACKIE-SENGEL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9798308884 | PhoneNum |
| Signature | 2014-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES P SCHULZ | PreparerPersonNm |
| PTIN | P00004191 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,691,239 | 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 | $46,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,402 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$409,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,169,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $377,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$362,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $420,847 | 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 | $2,066 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,066 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,395 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,395 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$476,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $417,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,123 | CashBOYAmt |
| Cash EOY | $56,471 | CashEOYAmt |
| Cash EOYFMV | $56,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $275,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,888 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,790,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,337,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,420,880 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,084,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,607,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,691,239 | 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 |
| 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 | $3,076,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,599,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,076,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,599,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,084,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,607,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,076,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$476,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,599,519 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,599,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | P | 2012-12-31 | 2013-12-31 | $3,158,773 | $2,763,417 | $395,356 | $395,356 |
| NORTHERN TRUST | P | 2013-07-01 | 2013-12-31 | $28,523 | -$28,523 | -$28,523 | |
| CAPITAL GAIN DIVIDENDS | P | 2012-12-20 | 2013-12-20 | $10,612 | $10,612 | $10,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $377,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,810,776 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,997,008 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,651 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,838,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071742 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,907 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,825,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,993,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009352 | DistributionYr5Rt |
| Total Distribution | 0.256871 | TotalDistributionRt |
| Average Distribution | 0.051374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,664,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,081 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,347 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,347 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,897 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,897 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,450 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALLY BLACKIE-SENGEL | IndividualWithBooksNm |
| Phone | 9798308884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2196 | AddressLine1 |
| City | BRENHAM | City |
| State | TX | State |
| ZIP Code | 778342196 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 2.00 | $0 | $0 | $0 |
| ELIZABETH H BLACKIE | ||||||||
| 3072 SW 153RD DRIVE | BEAVERTON | OR | 97006 | SECRETARY | 2.00 | $0 | $0 | $0 |
| WESTON C BLACKIE | ||||||||
| 24365 EAST LOUISIANA PLACE | AURORA | CO | 80018 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,374,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,705,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,705,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,664,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,347 | TotalTaxAmt |
| Distributable Before Adj | $124,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,720 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,115 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $58,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,349 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,349 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,031 | 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 | $12,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $140,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,720 | ExcessFromYear4Amt |
| Excess From Year3 | $68,115 | ExcessFromYear3Amt |
| Excess From Year1 | $58,985 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALLY L BLACKIE-SENGEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS OF AUSTIN COUNTY | |||||||
| 3808 MILL CREEK ROAD | CAT SPRING | TX | 78933 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| AUSTIN ANIMAL SERVICES | |||||||
| 7201 LEVANDER LOOP | AUSTIN | TX | 78702 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| AUSTIN PETS ALIVE | |||||||
| 2807 MANCHACA ROAD | AUSTIN | TX | 78704 | N/A | N/A | GENERAL SUPPORT | $2,000 |
| AUSTIN SYMPHONY | |||||||
| 1101 RED RIVER STREET | AUSTIN | TX | 78701 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF WASHINGTON COUNTY | |||||||
| 1710 E TOM GREEN STREET | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $10,000 |
| BRENHAM CHILDREN'S CHORUS | |||||||
| PO BOX 2274 | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| BROOKWOOD | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| CAMP FOR ALL | |||||||
| 6301 REHBURG ROAD | BURTON | TX | 77835 | N/A | N/A | GENERAL SUPPORT | $25,500 |
| CHAPPELL HILL HISTORICAL SOCIETY | |||||||
| 9220 POPLAR STREET | CHAPPELL HILL | TX | 77426 | N/A | N/A | GENERAL SUPPORT | $500 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| FOCUSING FAMILIES HEMPSTEAD - BARBARA TAYLOR | |||||||
| 910 9TH STREET | HEMPSTEAD | TX | 77445 | N/A | N/A | GENERAL SUPPORT | $2,000 |
| FREEDOM SERVICE DOGS | |||||||
| 2000 W UNION AVENUE | ENGLEWOOD | CO | 80110 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | N/A | GENERAL SUPPORT | $500 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| RED COLLAR RESCUE | |||||||
| 1000 MAIN STREET SUITE 2400 | HOUSTON | TX | 77002 | N/A | N/A | GENERAL SUPPORT | $3,000 |
| SCOTT WHITE FOUNDATION - BRENHAM | |||||||
| 700 MEDICAL PARKWAY | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $3,050 |
| TRUE BLUE ANIMAL RESCUE | |||||||
| PO BOX 1107 | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| VOLUNTEER SERVICES COUNCIL OF BRENHAM STATE SCHOOL | |||||||
| 4001 HWY 36 SOUTH | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $500 |
| BRENHAM ISD EDUCATIONAL FOUNDATION | |||||||
| 2211 SOUTH DAY STREET 330 | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| HERITAGE SOCIETY OF WASHINGTON COUNTY | |||||||
| 2203 CENTURY CIRCLE | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $2,000 |
| LUKE AND RACHEL BATTEN FOUNDATION | |||||||
| 15210 MESA RED CT | CYPRESS | TX | 77433 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| SUSAN POORMAN BLACKIE OVARIAN CANCER FOUNDATION | |||||||
| 206 SOUTH SECOND STREET | RICHMOND | TX | 77469 | N/A | N/A | GENERAL SUPPORT | $15,000 |
| THETA CHARITY ANTIQUES SHOW OF HOUSTON | |||||||
| 2310 W LANE DR | HOUSTON | TX | 77027 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| UNITY THEATRE | |||||||
| 300 CHURCH STREET | BRENHAM | TX | 77833 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,136 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$409,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$365,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,136 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$362,627 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TAX EXEMPT MUNICIPAL INTEREST EXCLUDED BY CODE SECTION 103 | RelationshipStatementTxt |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,066 | Amt |
| Net Investment Income | $2,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | NORTHERN TRUST- SALES | AssetDesc |
| Acquired | 2012-12 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2013-12 | SoldDt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$786,610 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST - SECURITIES | StockNm |
| EOY Book Value | $2,337,581 | EOYBookValueAmt |
| EOYFMV | $2,420,880 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST MANAGEMENT FEE | CategoryTxt |
| Amt | $1,395 | Amt |
| Net Investment Income | $1,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |