BETTY JANE SEYDLER FOUNDATION: Form 990PF, tax year 2021
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- Organization
- BETTY JANE SEYDLER FOUNDATION (EIN 13-4294409)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349100815
- Schema version
- 2021v4.0
- 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 Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T06:59:43-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-11 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,511,805 | 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 | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $95,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,027 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,183,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,504 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,297 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,298 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,292 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,043,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $184,174 | CashBOYAmt |
| Cash EOY | $1,231,309 | CashEOYAmt |
| Cash EOYFMV | $1,230,990 | CashEOYFMVAmt |
| Corporate Stock BOY | $30,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,217,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,047,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $373,443 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $386,902 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $379,319 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $3,797,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,854,315 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $588,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,632,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,511,805 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $269,526 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $319,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,632,377 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,632,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,632,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,043,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,632,377 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,632,377 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3759.413 Baird Aggregate Bd Fd | P | 2021-06-30 | 2021-10-20 | $42,782 | $43,458 | -$676 | -$676 |
| 66 Kyndryl Holdings | P | 2021-06-30 | 2021-12-02 | $1,039 | $2,215 | -$1,176 | -$1,176 |
| Capital Gain Dividends | $89,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,027 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,852 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,080 | SubtotalAmt |
| Tax Based On Investment Income | $2,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,995 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,995 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,915 | OverpaymentAmt |
| Applied To ES Tax | $1,915 | 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 | Yes (true) | 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 | false | 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 (2 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. | 0.50 | $0 |
| Forrest E Caldwell | ||||||
| 501 E Boliver | Bellaire | TX | 77401 | Trustee | 0.50 | $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 | $4,607,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $707,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,314,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,314,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,235,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,080 | TotalTaxAmt |
| Distributable Before Adj | $259,674 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,840 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,734 | UndistributedIncomePYAmt |
| Qualifying Distributions | $105,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,734 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,106 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $185,568 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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 | $2,000 |
| Christian Community Service Center | |||||||
| 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 | $2,000 |
| Houston Public Media Foundation | |||||||
| 4343 Elgin | Houston | TX | 77204 | none | 501(c)(3) | General Fund | $2,000 |
| The Brookwood Community | |||||||
| 1752 FM 1489 Rd | Brookshire | TX | 77423 | none | 501(c)(3) | Charity and educational | $2,000 |
| First United Methodist Church | |||||||
| 1320 Main St | Houston | TX | 77002 | none | 501(c)(3) | Religious Charity | $2,000 |
| Habitat For Humanity | |||||||
| 3750 N McCarty | Houston | TX | 77029 | none | 501(c)(3) | Educational and Charity | $2,000 |
| Interfaith Ministeries Greater Hous | |||||||
| 3303 Main | Houston | TX | 77002 | none | 501(c)(3) | Religious Charity | $2,000 |
| Salvation Army | |||||||
| 1500 Austin St | Houston | TX | 77002 | none | 501(c)(3) | Charity | $2,000 |
| St Luke's United Methodist Church | |||||||
| 3471 Westheimer Rd | Houston | TX | 77027 | none | 501(c)(3) | Religious Charity | $2,000 |
| Star of Hope | |||||||
| 4848 Loop Central Dr 500 | Houston | TX | 77081 | none | 501(c)(3) | Charity | $2,000 |
| ROCO | |||||||
| 1934 West Gray Suite 311 | Houston | TX | 77019 | Co-Trustee on Board | 501(c)(3) | Cultural & Educational | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,879 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,852 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $185,356 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,852 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,504 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Betty J Seydler | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2845 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Frost Total Return Bond | $220,188 | $212,714 |
| Frost Credit Fund Inst | $166,714 | $166,605 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Coca Cola Co | $35,831 | $562,140 |
| Abbott Laboratories | $41,108 | $48,274 |
| Abbvie Inc | $39,690 | $46,442 |
| Adobe Inc | $65,027 | $59,541 |
| Alphabet Inc Cl C | $80,221 | $86,808 |
| Altria Group Inc | $58,237 | $58,432 |
| Amazon.com | $59,229 | $56,684 |
| American Express | $41,167 | $39,591 |
| Apple Inc | $61,206 | $74,224 |
| Autodesk Inc | $36,962 | $33,462 |
| Bank of America | $59,128 | $67,625 |
| Berkshire Hathaway Cl B | $55,196 | $58,903 |
| Booking Holdings | $32,227 | $35,988 |
| Boston Scientific Corp | $31,299 | $30,543 |
| Broadcom Inc | $67,625 | $94,488 |
| Cardinal Health | $65,731 | $61,685 |
| Chevron Corp | $73,999 | $87,895 |
| Chipotie Mexican Grill | $37,268 | $38,460 |
| Cisco Systems | $54,101 | $62,863 |
| Citigroup | $75,224 | $66,429 |
| Corning Inc | $50,238 | $46,128 |
| Costco Wholesale | $38,290 | $51,093 |
| CVS Health | $44,417 | $56,119 |
| Danaher Corp | $50,919 | $57,248 |
| Edwards Lifesciences Corp | $28,133 | $33,165 |
| Eli Lilly & Co | $32,291 | $36,185 |
| Entergy Corp | $35,518 | $38,414 |
| Fnf Group Tracking | $44,283 | $51,502 |
| Home Depot | $44,446 | $56,441 |
| Honeywell Int'l | $63,289 | $57,549 |
| Intl Business Machines | $44,477 | $44,108 |
| Johnson & Johnson | $73,198 | $73,389 |
| JPMorgan Chase | $75,125 | $77,592 |
| Marvell Technology | $34,077 | $51,444 |
| Merck & Co | $19,441 | $19,620 |
| Met Platforms | $56,068 | $125,795 |
| Microsoft Corp | $62,121 | $73,654 |
| Netflix Inc | $35,908 | $40,966 |
| Nvidia Corp | $33,150 | $50,293 |
| Omnicom Grp | $43,006 | $42,643 |
| PayPal Hldgs | $53,006 | $34,322 |
| Procter & Gamble | $61,587 | $71,648 |
| Qualcomm Inc | $39,617 | $50,838 |
| Salesforce.com Inc | $39,273 | $40,661 |
| Seagen Inc | $29,700 | $30,302 |
| Servicenow Inc | $65,809 | $73,999 |
| Sherwin-Williams Co | $17,807 | $21,834 |
| Snap Inc CI A | $56,908 | $39,976 |
| Stabucks Corp | $49,913 | $49,478 |
| State Street Corp | $54,720 | $59,427 |
| TJX Companies Inc | $36,156 | $40,617 |
| Travelers Companies Inc | $36,901 | $37,700 |
| Twilio Inc Cl A | $40,107 | $27,387 |
| Union Pacific Corp | $75,023 | $86,664 |
| United Parcel Cl B | $76,224 | $79,949 |
| Unitedhealth Grp | $47,548 | $57,746 |
| Valero Energy Corp New | $74,850 | $87,653 |
| Verizon Communications | $75,461 | $70,510 |
| Walmart Inc | $44,002 | $44,420 |
| Workday Inc Cl A | $71,233 | $83,593 |
| Zoetis Inc | $30,311 | $36,849 |
| Chubb Limited | $60,135 | $68,045 |
| Eaton Corp PLC | $58,763 | $64,462 |
| Medtronic PLC | $43,239 | $35,276 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Principal Preferred Securities fund | AT COST | $44,192 | $43,160 |
| Vanguard Infl-Protected Sec Adm | AT COST | $102,017 | $101,291 |
| Cohen & Steers Instl Realty | AT COST | $339,363 | $368,313 |
| Invesco Kbw High Div | AT COST | $90,035 | $89,901 |
| Ishares S & P 500 Stk Index | AT COST | $443,044 | $480,044 |
| T Rowe Price Midcap Grwth | AT COST | $721,581 | $683,187 |
| Vanguard Mid Cap ETF | AT COST | $656,465 | $702,401 |
| Vanguard Small-Cap ETF | AT COST | $328,316 | $337,207 |
| American Tower Corp REIT | AT COST | $35,050 | $36,270 |
| Digital Realty Trust Inc REIT | AT COST | $37,383 | $42,095 |
| Healthpeak Pptys Inc REIT | AT COST | $57,459 | $57,058 |
| WP Carey Inc REIT | AT COST | $50,228 | $51,445 |
| Thornburg Inc Income Builder | AT COST | $101,690 | $107,010 |
| T Rowe Price Intl Disc Fd | AT COST | $185,594 | $161,376 |
| Ishares MSCI Eafe ETF | AT COST | $437,350 | $438,169 |
| Fidelity Emer Mkts Index | AT COST | $167,235 | $155,388 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $4,595 | LegalFeesAmt |
| Net Investment Income | $2,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,298 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency Fees | CategoryTxt |
| Amt | $60,584 | Amt |
| Net Investment Income | $30,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,292 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Betty J Seydler | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2845 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
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