BETTIS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-26
- IRS object ID
- 201342079349100304
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-26T10:00:00-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770592833 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERIE LAMBERTH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274185986 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BETTIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETT | NameControl |
| Phone | 2813679836 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25910 OAK RIDGE DRIVE | AddressLine1 |
| City | THE WOODLANDS | City |
| State | TX | State |
| ZIP Code | 77381 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY LORD | Name |
| Title | DIRECTOR | Title |
| Phone | 2813679836 | Phone |
| Date Signed | 2013-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE BERIE | Name |
| PTIN | P01495482 | PTIN |
| Phone | 7138401155 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 479787 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 10100 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10100 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1783 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 25300 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1783 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11883 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11883 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7267 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7267 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 840 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 840 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9307 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7867 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1440 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28810 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28810 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38117 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7867 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26234 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4016 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13065 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9851 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9851 | SavingsAndTempCashInvstEOYFMV |
| Other Assets BOY | 470228 | OtherAssetsBOY |
| Other Assets EOY | 447208 | OtherAssetsEOY |
| Other Assets EOYFMV | 469936 | OtherAssetsEOYFMV |
| Total Assets BOY | 483293 | TotalAssetsBOY |
| Total Assets EOY | 457059 | TotalAssetsEOY |
| Total Assets EOYFMV | 479787 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 483293 | RetainedEarningsBOY |
| Retained Earnings EOY | 457059 | RetainedEarningsEOY |
| Total Net Assets BOY | 483293 | TotalNetAssetsBOY |
| Total Net Assets EOY | 457059 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 483293 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 457059 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 483293 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26234 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 457059 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 457059 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2012-04-23 | 1686 | 1692 | -6 | -6 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2012-07-24 | 1773 | 1774 | -1 | -1 |
| PACE GOVERNMENT SECURITIES FIXED INCOME | P | 2010-12-15 | 2012-10-24 | 1842 | 1847 | -5 | -5 |
| PACE LARGE CO GROWTH EQUITY INVESTMENTS | P | 2010-12-15 | 2012-12-07 | 5889 | 5187 | 702 | 702 |
| PACE LARGE CO VALUE EQUITY INVESTMENTS | P | 2010-12-15 | 2012-12-07 | 4442 | 4016 | 426 | 426 |
| PACE SMALL/MEDIUM CO GROWTH EQUITY | P | 2010-12-15 | 2012-12-07 | 1892 | 1670 | 222 | 222 |
| PACE SMALL/MEDIUM CO VALUE EQUITY | P | 2010-12-15 | 2012-12-07 | 1330 | 1219 | 111 | 111 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS | P | 2010-12-15 | 2012-12-07 | 2319 | 2149 | 170 | 170 |
| PACE ALTERNATIVE STRATEGIES INVESTMENTS | P | 2010-12-15 | 2012-12-07 | 3228 | 3148 | 80 | 80 |
| PACE GLOBAL REAL ESTATE SECURITIES INVESTMENTS | P | 2010-12-15 | 2012-12-07 | 899 | 815 | 84 | 84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1783 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 24201 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 499032 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048496 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 499500 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.048496 | TotalDistributionRatio |
| Average Distribution Ratio | 0.024248 | AverageDistributionRatio |
| Net Noncharitable Assets | 477658 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11582 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 40 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11622 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 40 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 40 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 40 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 50 | TaxPaidWithExtension |
| Total Credits And Payments | 58 | TotalCreditsAndPayments |
| Overpayment | 18 | Overpayment |
| Amount Credited To Next Year | 18 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KAY LORD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2813679836 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 WALZEL | ||||||||
| 25910 OAK RIDGE DRIVE | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 476897 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8035 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 484932 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 484932 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7274 | CashDeemedCharitable |
| Net Noncharitable Assets | 477658 | NetNoncharitableAssets |
| Minimum Investment Return | 23883 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23883 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 40 | TaxBasedOnInvestmentIncome |
| Total Tax | 40 | TotalTax |
| Distributable Amount Before Adj | 23843 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 23843 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 23843 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 40 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30210 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23843 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2583 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30250 | QualifyingDistributions |
| Applied To Year1 | 2583 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 23843 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3824 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3824 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3824 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 3824 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASA CHILD ADVOCATES OF MONTGOMERY COUNTY | |||||||
| 412 WEST PHILLIPS 107 | CONROE | TX | 77301 | N/A | PUBLIC CHARITY | TO RECRUIT, TRAIN AND SUPPORT VOLUNTEERS WHO PROVIDE A VOICE FOR CHILDREN IN FOSTER CARE. | $2,160 |
| MONTGOMERY COUNTY YOUTH SERVICES | |||||||
| 1600 LAKE FRONT CIRCLE STE 130 | THE WOODLANDS | TX | 77380 | N/A | PUBLIC CHARITY | TO CREATE NEW OPPORTUNITIES FOR AT-RISK YOUTH THROUGHOUT THE COMMUNITY | $3,150 |
| YES PREP PUBLIC SCHOOLS | |||||||
| 353 CHRENSHAW ROAD | HOUSTON | TX | 77034 | N/A | PUBLIC CHARITY | TO PROVIDE QUALITY EDUCATION IN DISADVANTAGED COMMUNITIES. | $8,500 |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28810 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,100 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,783 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,883 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11883 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILARY VAUGHAN | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 600 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EQUITIES | 240523 | 227784 | 246456 |
| FIXED INCOME | 112349 | 105217 | 106140 |
| ALTERNATIVE STRATEGIES | 117356 | 114207 | 117340 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEALS AND ENTERTAINMENT | Description |
| Revenue And Expenses Per Books | 840 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 840 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS | Category |
| Amount | $7,267 | Amount |
| Net Investment Income | 7267 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NORMA KAY LORD | PersonName |
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 |