BETTIS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201442259349100719
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T11:14:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770592833 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERIE LAMBERTH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 S POST OAK LANE SUITE 600 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | 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 | 274185986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BETTIS FOUNDATION | BusinessNameLine1 |
| 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 COURT | AddressLine1 |
| City | THE WOODLANDS | City |
| State | TX | State |
| ZIP Code | 77381 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY LORD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2813679836 | PhoneNum |
| Signature | 2014-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BERIE | PreparerPersonNm |
| PTIN | P01495482 | PTIN |
| Phone | 7138401155 | 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 | $511,866 | 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 | $11,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,594 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $617 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $618 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,507 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $447,208 | OtherAssetsBOYAmt |
| Other Assets EOY | $452,921 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $504,359 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $457,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,866 | 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 | $457,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $460,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $460,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $460,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $460,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PACE HIGH YIELD INVESTMENTS CLASS P | P | 2012-12-20 | 2013-08-19 | $233 | $237 | -$4 | -$4 |
| PACE HIGH YIELD INVESTMENTS CLASS P | P | 2013-05-20 | 2013-08-19 | $4,034 | $4,221 | -$187 | -$187 |
| PACE HIGH YIELD INVESTMENTS CLASS P | P | 2013-05-20 | 2013-11-21 | $1,824 | $1,883 | -$59 | -$59 |
| PACE HIGH YIELD INVESTMENTS CLASS P | P | 2010-12-15 | 2013-08-19 | $20,407 | $20,623 | -$216 | -$216 |
| PACE HIGH YIELD INVESTMENTS CLASS P | P | 2011-12-22 | 2013-08-19 | $195 | $180 | $15 | $15 |
| PACE INTERMEDIATE FIXED INCOME | P | 2013-05-20 | 2013-08-19 | $8,649 | $8,863 | -$214 | -$214 |
| PACE INTERMEDIATE FIXED INCOME | P | 2013-05-20 | 2013-11-21 | $602 | $609 | -$7 | -$7 |
| PACE INT'L FIXED INCOME INVESTMENT CLASS | P | 2013-05-20 | 2013-11-21 | $1,922 | $1,972 | -$50 | -$50 |
| PACE INT'L FIXED INCOME INVESTMENT CLASS | P | 2013-05-20 | 2013-11-21 | $3,951 | $4,079 | -$128 | -$128 |
| PACE INTERNATIONAL EQUITY INVESTMENTS | P | 2010-12-05 | 2013-08-19 | $26,366 | $28,832 | -$2,466 | -$2,466 |
| PACE ALTERNATIVE STRATEGIES INVESTMENTS | P | 2010-12-15 | 2013-05-20 | $54,999 | $49,656 | $5,343 | $5,343 |
| PACE ALTERNATIVE STRATEGIES INVESTMENTS | P | 2010-12-15 | 2013-11-21 | $2,211 | $1,977 | $234 | $234 |
| PACE GLOBAL REAL ESTATE SECURITIES INVST | P | 2010-12-15 | 2013-05-20 | $7,714 | $6,255 | $1,459 | $1,459 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2013-01-24 | $1,738 | $1,793 | -$55 | -$55 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2013-04-23 | $1,844 | $1,902 | -$58 | -$58 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2013-07-24 | $1,849 | $1,976 | -$127 | -$127 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2013-08-19 | $9,638 | $10,411 | -$773 | -$773 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2013-10-24 | $1,911 | $2,017 | -$106 | -$106 |
| PACE INTERNATIONAL EMERGING MARKETS EQUIT | P | 2010-12-15 | 2013-11-21 | $1,588 | $1,717 | -$129 | -$129 |
| PACE INTERNATIONAL EQUITY INVESTMENTS | P | 2013-05-20 | 2013-05-20 | $15,250 | $13,669 | $1,581 | $1,581 |
| PACE LARGE CO GROWTH EQUITY INVESTMENTS | P | 2010-12-15 | 2013-05-20 | $25,554 | $19,279 | $6,275 | $6,275 |
| PACE LARGE CO GROWTH EQUITY INVESTMENTS | P | 2010-12-15 | 2013-11-21 | $4,365 | $2,962 | $1,403 | $1,403 |
| PACE LARGE CO VALUE EQUITY INVESTMENTS | P | 2010-12-15 | 2013-05-20 | $26,402 | $20,037 | $6,365 | $6,365 |
| PACE LARGE CO VALUE EQUITY INVESTMENTS | P | 2010-12-15 | 2013-11-21 | $571 | $394 | $177 | $177 |
| PACE SMALL/MEDIUM CO GROWTH EQUITY | P | 2010-12-15 | 2013-05-20 | $4,334 | $3,272 | $1,062 | $1,062 |
| PACE SMALL/MEDIUM CO GROWTH EQUITY | P | 2010-12-15 | 2013-11-21 | $1,515 | $982 | $533 | $533 |
| PACE SMALL/MEDIUM CO VALUE EQUITY | P | 2010-12-15 | 2013-11-21 | $323 | $223 | $100 | $100 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS | P | 2010-12-15 | 2013-08-19 | $15,807 | $16,261 | -$454 | -$454 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS | P | 2010-12-15 | 2013-11-21 | $1,078 | $1,092 | -$14 | -$14 |
| CAPITAL GAINS DIVIDENDS | P | $9,094 | $9,094 | $9,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $477,658 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,201 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $499,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $499,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.111742 | TotalDistributionRt |
| Average Distribution | 0.037247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $497,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,718 | 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 | $321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $303 | AppliedToEsTaxAmt |
| Total Payments And Credits | $321 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | 25910 OAKRIDGE DR | AddressLine1 |
| City | THE WOODLANDS | City |
| State | TX | State |
| ZIP Code | 77380 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $496,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $505,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $505,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321 | TotalTaxAmt |
| Distributable Before Adj | $24,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,718 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $321 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $3,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,965 | 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 | $7,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,824 | ExcessFromYear1Amt |
| Excess From Current Year | $4,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEACE AND JUSTICE | |||||||
| PO BOX 132642 | THE WOODLANDS | TX | 77393 | N/A | PUBLIC CHARITY | TO ASSIST PEOPLE WHO ARE HOMELESS OR ON THE VERGE OF BECOMING HOMELESS WITH RENT AND UTILITY DEPOSITS. | $5,000 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| YES PREP PUBLIC SCHOOLS | |||||||
| 353 CHRENSHAW ROAD | HOUSTON | TX | 77034 | N/A | PUBLIC CHARITY | TO PROVIDE QUALITY EDUCATION IN DISADVANTAGED COMMUNITIES. | $8,100 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | N/A | PUBLIC CHARITY | TO PROVIDE MENTAL HEALTH, FOSTER CARE AND ADOPTION SERVICES TO CHILDREN. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,100 | 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 | $11,626 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,594 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,220 | 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 | HILARY VAUGHAN | CategoryTxt |
| Amt | $1,235 | Amt |
| Net Investment Income | $617 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $618 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | $227,784 | $208,792 | $254,970 |
| FIXED INCOME | $105,217 | $102,072 | $98,372 |
| ALTERNATIVE STRATEGIES | $114,207 | $142,057 | $151,017 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $150 | $150 | $0 |
| EXCISE TAX | $50 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS | CategoryTxt |
| Amt | $7,316 | Amt |
| Net Investment Income | $7,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMA KAY LORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 PALMER CREST COURT | AddressLine1 |
| City | THE WOODLANDS | City |
| State | TX | State |
| ZIP Code | 77381 | ZIPCode |