BETTIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BETTIS FOUNDATION (EIN 27-4185986)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-03-05
- IRS object ID
- 202600649349100500
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-05T02:43:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | TEXAS STRAIGHT-LINE WINDS, DR-4879-TX, JULY 2025, TRAVIS COUNTY TX | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454391379 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Doug Wilkins CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1719 Resaca Blvd | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274185986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bettis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % N Kay Lord | InCareOfNm |
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2813679836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Palmer Crest Court | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | N KAY LORD | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2813679836 | PhoneNum |
| Signature | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG WILKINS | PreparerPersonNm |
| PTIN | P00741433 | PTIN |
| Phone | 5124962730 | PhoneNum |
| Preparation | 2026-02-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $334,236 | 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 |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,855 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,016 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,016 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,016 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,916 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,167 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $301,428 | OtherAssetsBOYAmt |
| Other Assets EOY | $267,638 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $330,069 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $319,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $334,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $319,505 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $319,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $319,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $319,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,941 | ExcessRevenueOverExpensesAmt |
| Subtotal | $289,564 | SubtotalAmt |
| Other Decreases | $17,759 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $271,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | 2017-01-31 | 2024-12-20 | $6,785 | $6,785 | $6,785 | |
| Capital Gain Distribution | P | 2017-01-31 | 2024-12-20 | $7,007 | $7,007 | $7,007 | |
| 420 SH OW Large Cap Strategies FD | P | 2017-01-31 | 2024-04-03 | $7,997 | $2,493 | $2,493 | $5,504 |
| 588 SH OW Large Cap Strategies FD | P | 2017-01-31 | 2024-05-08 | $11,147 | $3,447 | $3,447 | $7,700 |
| 165 SH OW Large Cap Strategies FD | P | 2017-01-31 | 2024-07-17 | $3,317 | $1,161 | $1,161 | $2,156 |
| 197 SH OW Large Cap Strategies FD | P | 2017-01-31 | 2024-08-27 | $4,013 | $1,441 | $1,441 | $2,572 |
| 126 SH OW Large Cap Strategies FD | P | 2017-01-31 | 2024-11-15 | $2,637 | $989 | $989 | $1,648 |
| 162 SH OW All Cap Core FD | P | 2017-01-31 | 2024-05-08 | $4,071 | $1,763 | $1,763 | $2,308 |
| 59 SH OW All Cap Core FD | P | 2017-01-31 | 2024-07-17 | $1,563 | $840 | $840 | $723 |
| 100 SH OW All Cap Core FD | P | 2017-01-31 | 2024-08-27 | $2,729 | $1,294 | $1,294 | $1,435 |
| 95 SH OW All Cap Core FD | P | 2017-01-31 | 2024-11-15 | $2,678 | $1,319 | $1,319 | $1,359 |
| 159 SH OW Fixed Income Fund | P | 2019-07-11 | 2024-08-27 | $1,638 | -$145 | -$145 | $1,783 |
| 45 SH OW Small & Midcap Strat FD | P | 2017-01-31 | 2024-04-03 | $712 | $13 | $13 | $699 |
| 237 SH OW Small & Midcap Strat FD | P | 2017-01-31 | 2024-05-08 | $3,758 | $43 | $43 | $3,715 |
| 7 SH OW Small & Midcap Strat FD | P | 2017-01-31 | 2024-07-17 | $119 | $112 | $112 | $7 |
| 96 SH OW Small & Midcap Strat FD | P | 2017-01-31 | 2024-08-27 | $1,619 | $108 | $108 | $1,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $362 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | KAY LORD | IndividualWithBooksNm |
| Phone | 2813679836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Palmer Crest Court | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Norma Kay Lord | ||||||||
| 34 Palmer Crest Court | The Woodlands | TX | 77380 | Director | 0.00 | $0 | $0 | $0 |
| Adrienne M Lord | ||||||||
| 34 Palmer Crest Court | The Woodlands | TX | 77380 | Director | 0.00 | $0 | $0 | $0 |
| April E Lord | ||||||||
| 34 Palmer Crest Court | The Woodlands | TX | 77380 | Director | 0.00 | $0 | $0 | $0 |
| Amy M Lord | ||||||||
| 34 Palmer Crest Court | The Woodlands | TX | 77380 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NA | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NA | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | NA | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $353,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $355,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $355,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362 | TotalTaxAmt |
| Distributable Before Adj | $17,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,155 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,016 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,016 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,155 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $625 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,016 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,861 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,497 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $625 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $800 | ExcessFromYear4Amt |
| Excess From Year3 | $14,509 | ExcessFromYear3Amt |
| Excess From Year2 | $8,926 | ExcessFromYear2Amt |
| Excess From Year1 | $32,776 | ExcessFromYear1Amt |
| Excess From Current Year | $38,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77381 | Food Pantry | $7,500 |
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77391 | Food Pantry | $5,000 |
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77391 | Food Pantry | $7,513 |
| St Edwards University | |||||
| 3001 S Congress Ave | Austin | TX | 78704 | Office of University Advancement | $1,000 |
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77391 | Food Pantry | $5,000 |
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77391 | Food Pantry | $10,000 |
| Interfaith of the Woodlands | |||||
| 4242 Interfaith Way | The Woodlands | TX | 77391 | Food Pantry | $5,000 |
| St Edwards University | |||||
| 3001 S Congress Ave | Austin | TX | 78704 | Office of University Advancement | $7,500 |
| St Edwards University | |||||
| 3001 S Congress Ave | Austin | TX | 78704 | Office of University Advancement | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,013 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,185 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,185 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Credit income | $24,895 | $24,895 | $19,518 |
| Equities Strgs & Core | $191,735 | $159,727 | $235,821 |
| Core Fixed Income | $84,798 | $83,016 | $74,730 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other recon items | Desc |
| Amt | $17,759 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management fees | $280 | $280 | $0 | $0 |
| Special report fee | $0 | $0 | $0 | $0 |