BETTY JANE SEYDLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BETTY JANE SEYDLER FOUNDATION (EIN 13-4294409)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349102334
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:50:42-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760355901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taaffe & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 Post Oak Place 220 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134294409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Jane Seydler Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 7132209146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 Louisiana 36th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randall E Evans | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Randall E | PersonFirstNm |
| Person Last | Evans | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Peter C Taaffe | PreparerPersonNm |
| PTIN | P00278501 | PTIN |
| Phone | 7138409696 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,878,792 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,167,623 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$181,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $610,399 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,170,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,355 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,105 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,658 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,808 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,231,309 | CashBOYAmt |
| Cash EOY | $1,068,419 | CashEOYAmt |
| Cash EOYFMV | $1,068,419 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,217,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,098,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,299,720 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $386,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $403,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $354,612 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,797,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,950,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,156,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,632,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,520,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,878,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,632,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,520,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,632,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,520,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,632,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,520,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,632,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,420 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,520,797 | SubtotalAmt |
| Other Decreases | $525 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,520,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short Term Gains Losses | P | 2022-01-01 | 2022-06-30 | $583,608 | $791,781 | -$208,173 | -$208,173 |
| Capital Gain Distribtution | P | $26,791 | $26,791 | $26,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$181,382 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,992 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,992 | SubtotalAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,915 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,915 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $79 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frost National Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133881175 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Post Oak Blvd Ste 120 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Randall E Evans | ||||||
| 1415 Louisiana 36th Floor | Houston | TX | 77002 | Foundation Mgr. | 1.00 | $0 |
| Emily Amelio | ||||||
| 3726 Arnold | Houston | TX | 77005 | Trustee | 0.50 | $0 |
| Forrest E Caldwell | ||||||
| 501 E Boliver | Bellaire | TX | 77401 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,545,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,149,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,695,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,695,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,549,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,992 | TotalTaxAmt |
| Distributable Before Adj | $475,502 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $475,502 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $475,502 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,163 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,568 | UndistributedIncomePYAmt |
| Qualifying Distributions | $241,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,568 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,595 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $419,907 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Big Brothers Big Sisters | |||||||
| 1003 Washington | Houston | TX | 77002 | none | 501(c)(3) | General Fund | $25,000 |
| CCSC - Capital Campaign | |||||||
| 3230 Mercer | Houston | TX | 77027 | none | 501(c)(3) | Emergency Services , Food Pantry | $50,000 |
| Houston Food Bank | |||||||
| 535 Portwall St | Houston | TX | 77029 | none | 501(c)(3) | General Fund | $10,000 |
| Houston Public Media Foundation | |||||||
| 4343 Elgin | Houston | TX | 77204 | none | 501(c)(3) | General Fund | $10,000 |
| The Brookwood Community | |||||||
| 1752 FM 1489 Rd | Brookshire | TX | 77423 | none | 501(c)(3) | Charity and educational | $5,000 |
| First United Methodist Church | |||||||
| 1320 Main St | Houston | TX | 77002 | none | 501(c)(3) | Religious Charity | $5,000 |
| Habitat For Humanity | |||||||
| 3750 N McCarty | Houston | TX | 77029 | none | 501(c)(3) | Educational and Charity | $5,000 |
| Interfaith Ministeries Greater Hous | |||||||
| 3303 Main | Houston | TX | 77002 | none | 501(c)(3) | Religious Charity | $25,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | none | 501(c)(3) | Charity | $10,000 |
| St Luke's United Methodist Church | |||||||
| 3471 Westheimer Rd | Houston | TX | 77027 | none | 501(c)(3) | Religious Charity | $10,000 |
| Star of Hope | |||||||
| 4848 Loop Central Dr 500 | Houston | TX | 77081 | none | 501(c)(3) | Charity | $5,000 |
| River Oaks Chamber Orchestra | |||||||
| 1934 West Gray Suite 311 | Houston | TX | 77019 | Co-Trustee on Board | 501(c)(3) | Cultural & Educational | $10,000 |
| One Child | |||||||
| P O Box 62600 | Colorado Springs | CO | 80962 | POF | Charity | $5,000 | |
| Christian Broadcasting Network | |||||||
| 977 CentervilleTurnpike | Virginia Beach | VA | 23463 | POF | Charity | $10,000 | |
| Samaritans Purse | |||||||
| P O Box 3000 | Boone | NC | 28607 | POF | Charity | $5,000 | |
| Kids Meals | |||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | POF | Charity | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$181,382 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Citibank ADR Settlement | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $184,355 | ExclusionAmt |
| Related Or Exempt Function Incm | -$181,382 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,973 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Estate of Betty J Seydler | ||||||
| 1 | P O Box 2845 | Houston | TX | 77252 | $86,932 | Yes (X) |
| Estate of Betty J Seydler | ||||||
| 2 | P O Box 2845 | Houston | TX | 77252 | $443,672 | Yes (X) |
| Estate of Betty J Seydler | ||||||
| 3 | P O Box 2845 | Houston | TX | 77252 | $637,019 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 Shs Apple Inc | $86,932 | 2022-12-09 |
| 2 | 9920 Shs Coca Cola | $443,672 | 2022-12-09 |
| 3 | 15180 Shs Coca Cola | $637,019 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Frost Total Return Bond | $229,036 | $201,006 |
| Frost Credit Fund Inst | $174,287 | $153,606 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Coca Cola Co | $35,831 | $603,913 |
| Abbott Laboratories | $27,824 | $25,361 |
| Abbvie Inc | $39,690 | $55,432 |
| Adobe Inc | ||
| Alphabet Inc Cl C | $35,448 | $23,070 |
| Altria Group Inc | $58,237 | $56,360 |
| Amazon.com | $59,229 | $28,560 |
| American Express | $41,167 | $35,756 |
| Apple Inc | $67,934 | $59,638 |
| Autodesk Inc | ||
| Bank of America | ||
| Berkshire Hathaway Cl B | $55,196 | $60,853 |
| Booking Holdings | $32,227 | $30,229 |
| Boston Scientific Corp | $31,299 | $33,268 |
| Broadcom Inc | $67,625 | $79,396 |
| Cardinal Health | ||
| Chevron Corp | $73,999 | $134,438 |
| Chipotie Mexican Grill | $37,268 | $30,525 |
| Cisco Systems | $58,574 | $51,070 |
| Citigroup | ||
| Corning Inc | $50,238 | $39,574 |
| Costco Wholesale | $38,290 | $41,085 |
| CVS Health | $44,417 | $50,695 |
| Danaher Corp | $50,919 | $46,183 |
| Edwards Lifesciences Corp | $28,133 | $19,100 |
| Eli Lilly & Co | $32,291 | $47,925 |
| Entergy Corp | $57,403 | $61,425 |
| Fnf Group Tracking | ||
| Home Depot | $44,446 | $42,957 |
| Honeywell Int'l | $45,252 | $42,217 |
| Intl Business Machines | $44,477 | $46,494 |
| Johnson & Johnson | $73,198 | $75,783 |
| JPMorgan Chase | $75,125 | $65,709 |
| Marvell Technology | $36,039 | $22,964 |
| Merck & Co | ||
| Meta Platforms | $56,068 | $45,007 |
| Microsoft Corp | $62,121 | $52,521 |
| Netflix Inc | ||
| Nvidia Corp | $33,150 | $24,990 |
| Omnicom Grp | $43,006 | $47,474 |
| PayPal Hldgs | ||
| Procter & Gamble | $61,587 | $66,383 |
| Qualcomm Inc | $39,617 | $30,563 |
| Salesforce.com Inc | $39,273 | $21,214 |
| Seagen Inc | ||
| Servicenow Inc | $65,809 | $44,263 |
| Sherwin-Williams Co | $17,807 | $14,714 |
| Snap Inc CI A | ||
| Starbucks Corp | $49,913 | $41,962 |
| State Street Corp | ||
| TJX Companies Inc | ||
| Travelers Companies Inc | $56,965 | $67,871 |
| Twilio Inc Cl A | ||
| Union Pacific Corp | $75,023 | $71,232 |
| United Parcel Cl B | $76,224 | $64,842 |
| Unitedhealth Grp | $47,548 | $60,971 |
| Valero Energy Corp New | $74,850 | $148,046 |
| Verizon Communications | $75,461 | $53,466 |
| Workday Inc Cl A | $71,233 | $51,203 |
| Zoetis Inc | $30,311 | $22,129 |
| Chubb Limited | $60,135 | $77,651 |
| Eaton Corp PLC | $58,763 | $58,542 |
| Medtronic PLC | ||
| American Electric Power | $56,448 | $60,293 |
| Celanese Corp | $54,431 | $36,193 |
| ConocoPhillips | $72,023 | $96,052 |
| General Mills Inc | $43,255 | $54,586 |
| Lockheed Martin Corp | $40,312 | $49,135 |
| Snowflake Inc CL A | $39,923 | $23,828 |
| Truist Ffinancial Corp | $126,026 | $86,318 |
| Walmart Inc | $61,684 | $61,820 |
| Coca Cola - 15180 Shs | $637,019 | $965,600 |
| Coca Cola - 9920 Shs | $443,672 | $631,011 |
| Apple Inc - 2000 shs | $86,933 | $259,860 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Principal Preferred Securities fund | AT COST | $46,266 | $38,555 |
| Vanguard Infl-Protected Sec Adm | AT COST | $109,185 | $89,248 |
| Cohen & Steers Instl Realty | AT COST | $352,619 | $277,240 |
| Invesco Kbw High Div | AT COST | $90,035 | $65,874 |
| Ishares S & P 500 Stk Index | AT COST | $450,874 | $393,014 |
| T Rowe Price Midcap Grwth | AT COST | $734,995 | $530,094 |
| Vanguard Mid Cap ETF | AT COST | $656,465 | $561,904 |
| Vanguard Small-Cap ETF | AT COST | $328,316 | $273,842 |
| American Tower Corp REIT | AT COST | $35,050 | $26,271 |
| Digital Realty Trust Inc REIT | AT COST | $37,383 | $23,864 |
| Healthpeak Pptys Inc REIT | AT COST | $57,459 | $39,636 |
| WP Carey Inc REIT | AT COST | $50,228 | $49,000 |
| Thornburg Inc Income Builder | AT COST | $107,277 | $98,677 |
| T Rowe Price Intl Disc Fd | AT COST | $189,057 | $112,590 |
| Ishares MSCI Eafe ETF | AT COST | $437,350 | $365,549 |
| Fidelity Emer Mkts Index | AT COST | $170,229 | $124,207 |
| Aberdeen Physical Precious Metals | AT COST | $36,628 | $32,747 |
| FlexShares Gibl Upstream | AT COST | $60,748 | $53,729 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Legal Fees | $2,640 | $1,320 | $0 | $1,320 |
| Legal Fees | $3,570 | $1,785 | $0 | $1,785 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Balance | $360 |
| Excise taxes 2022 | $165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Agency Fees | $150 | $0 | $0 | $150 |
| Agency Fees | $69,316 | $34,658 | $0 | $34,658 |
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