BETTIS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-17
- IRS object ID
- 201232619349100203
- Schema version
- 2011v1.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T09:51:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-08-18 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 461822 | 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 | 9333 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9333 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 33 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 21082 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 33 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9366 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9366 | 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 |
| Legal Fees Rev And Expnss | 1625 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 813 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 812 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7434 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7434 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 150 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9209 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8247 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 812 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32609 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8247 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24212 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23243 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1119 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 16390 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13065 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13065 | SavingsAndTempCashInvstEOYFMV |
| Other Assets BOY | 490146 | OtherAssetsBOY |
| Other Assets EOY | 470228 | OtherAssetsEOY |
| Other Assets EOYFMV | 448757 | OtherAssetsEOYFMV |
| Total Assets BOY | 506536 | TotalAssetsBOY |
| Total Assets EOY | 483293 | TotalAssetsEOY |
| Total Assets EOYFMV | 461822 | 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 | 506536 | RetainedEarningsBOY |
| Retained Earnings EOY | 483293 | RetainedEarningsEOY |
| Total Net Assets BOY | 506536 | TotalNetAssetsBOY |
| Total Net Assets EOY | 483293 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 506536 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 483293 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 506536 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23243 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 483293 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 483293 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 ALTERNATIVE STRATEGIES INV | P | 2010-12-16 | 2011-12-22 | 4900 | 5144 | -244 | -244 |
| PACE GLOBAL REAL ESTATE SECURITIES | P | 2010-12-16 | 2011-12-22 | 540 | 620 | -80 | -80 |
| PACE GOVERNMENT SECURITIES FIXED INCOMET | P | 2010-12-16 | 2011-12-22 | 1294 | 1304 | -10 | -10 |
| PACE HIGH YIELD INVEMENTS CLASS P | P | 2010-12-16 | 2011-12-22 | 862 | 927 | -65 | -65 |
| PACE INTL EMERGING MARKETS EQUITY CLASS P | P | 2010-12-16 | 2011-12-22 | 570 | 698 | -128 | -128 |
| PACE INTL EQUITY INVESTMENTS | P | 2010-12-16 | 2011-12-22 | 2280 | 2670 | -390 | -390 |
| PACE INT'L FIXED INCOME INVESTMENT CLASS | P | 2010-12-16 | 2011-12-22 | 1200 | 1168 | 32 | 32 |
| PACE LARGE CO GROWTH EQUITY INV | P | 2010-12-16 | 2011-12-22 | 2498 | 2525 | -27 | -27 |
| PACE LARGE CO VALUE EQUITY INV | P | 2010-12-16 | 2011-12-22 | 2498 | 2610 | -112 | -112 |
| PACE SMALL/MED GROWTH EQUITY | P | 2010-12-16 | 2011-12-22 | 832 | 845 | -13 | -13 |
| PACE SMALL/MED VALUE EQUITY | P | 2010-12-16 | 2011-12-22 | 832 | 891 | -59 | -59 |
| PACE STRATEGIC FIXED INCOME INVESTMENTS | P | 2010-12-16 | 2011-12-22 | 1294 | 1247 | 47 | 47 |
| PACE MONEY MARKET INV FUND | P | 2010-12-16 | 2011-12-22 | 400 | 400 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 1082 | 1082 | 1082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 33 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 499500 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 499032 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24212 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 19 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 19 | TotalCreditsAndPayments |
| Overpayment | 8 | Overpayment |
| Amount Credited To Next Year | 8 | 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 | 492526 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14105 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 506631 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 506631 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7599 | CashDeemedCharitable |
| Net Noncharitable Assets | 499032 | NetNoncharitableAssets |
| Minimum Investment Return | 24952 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24952 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11 | TaxBasedOnInvestmentIncome |
| Total Tax | 11 | TotalTax |
| Distributable Amount Before Adj | 24941 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24941 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24941 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24212 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 24212 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24201 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24941 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1854 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24212 | QualifyingDistributions |
| Applied To Year1 | 1854 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22358 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 2583 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILD ADVOCATES INC | |||||||
| 2401 PORTSMOUTH STREET | HOUSTON | TX | 77098 | N/A | PUBLIC CHARITY | TO RECRUIT, TRAIN AND SUPPORT VOLUNTEERS WHO PROVIDE A VOICE FOR CHILDREN IN FOSTER CARE. | $5,000 |
| YES PREP PUBLIC SCHOOLS | |||||||
| 353 CHRENSHAW ROAD | HOUSTON | TX | 77034 | N/A | PUBLIC CHARITY | TO PROVIDE QUALITY EDUCATION IN DISADVANTAGED COMMUNITIES. | $8,400 |
| FAMILY OF PROMISE OF MONTGOMERY COUNTY | |||||||
| PO BOX 692 | CONROE | TX | 77305 | N/A | PUBLIC CHARITY | SERVE HOMELESS FAMILIES IN MONTGOMERY COUNTY. | $5,000 |
| 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. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23400 | 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 | $9,333 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $33 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $9,366 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9366 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERIE LAMBERTH LLP | Category |
| Amount | $1,625 | Amount |
| Net Investment Income | 813 | NetInvestmentIncome |
| Disbursements Charitable Prps | 812 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EQUITIES | 251250 | 240523 | 226377 |
| FIXED INCOME | 116396 | 112349 | 110347 |
| ALTERNATIVE STRATEGIES | 122500 | 117356 | 112033 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS | Category |
| Amount | $7,434 | Amount |
| Net Investment Income | 7434 | 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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $150 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |