BETTY JANE SEYDLER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BETTY JANE SEYDLER FOUNDATION (EIN 13-4294409)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-30
IRS object ID
201831509349100803
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-30T09:27:45-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760476201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Linn Thurber LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13555 Timmons Lane Suite 800AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770276498ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134294409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Betty Jane Seydler FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETTBusinessNameControlTxt
Phone7133887600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2845AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP772522845ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRandall EvansPersonNm
Person TitleTrusteePersonTitleTxt
Phone7132235181PhoneNum
Signature2018-05-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPam ZimmermanPreparerPersonNm
PTINP00534519PTIN
Phone7139611600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$944,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,610ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,587DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,587DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,962NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,962GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,962CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,159TotalRevAndExpnssAmt
Total Net Invst Incm$22,549TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,110LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,055LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,055LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,036OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,518OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,518OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,298TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,298TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,298TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,298TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,437ExcessRevenueOverExpensesAmt
Net Investment Income$16,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$247,074CashBOYAmt
Cash EOY$238,242CashEOYAmt
Cash EOYFMV$238,242CashEOYFMVAmt
Corporate Stock BOY$394,223CorporateStockBOYAmt
Corporate Stock EOY$396,832CorporateStockEOYAmt
Corporate Stock EOYFMV$705,520CorporateStockEOYFMVAmt
Other Investments BOY$75OtherInvestmentsBOYAmt
Other Investments EOY$861OtherInvestmentsEOYAmt
Other Investments EOYFMV$861OtherInvestmentsEOYFMVAmt
Total Assets BOY$641,372TotalAssetsBOYAmt
Total Assets EOY$635,935TotalAssetsEOYAmt
Total Assets EOYFMV$944,623TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$269,526AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$269,526AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$371,846RetainedEarningBOYAmt
Retained Earning EOY$366,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$641,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$635,935TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$641,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$635,935TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$641,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,437ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$635,935SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$635,935TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gains DividendsPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,962GrossSalesPriceAmt
Gain Or Loss$1,962GainOrLossAmt
Gains Minus Excess Or Losses$1,962GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,962CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,003AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$686,086NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032070DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,823AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$611,566NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.006251DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,195AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$434,298NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046500DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,985AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$306,199NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065268DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,891AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$263,834NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071602DistributionYr5Rt
Total Distribution0.221691TotalDistributionRt
Average Distribution0.044338AverageDistributionRt
Net Vl Noncharitable Assets$806,932NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,778AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$163NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,941AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,298QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,740EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,740TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,415OverpaymentAmt
Applied To ES Tax$5,415AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt
Individual With BooksFrost National BankIndividualWithBooksNm
Phone7133881175PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 Post Oak Blvd Ste 120AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770563963ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Betty Jane Seydler
4411 Bellaire BlvdBellaireTX77401Trustee0.50$0$0$0
Randall E Evans
1415 Louisiana 36th FloorHoustonTX77002Trustee0.50$0$0$0
Forrest E Caldwell
510 BolivarBellaireTX77401Trustee0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$568,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$251,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$819,220TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$819,220AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$806,932NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$40,022DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,022DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,022DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,298ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,298QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,298AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,022DistributableAsAdjustedAmt
Undistributed Income PY$1,701UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$24,298QualifyingDistributionsAmt
Applied To Year1$1,701AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,597AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,425UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBetty Jane SeydlerContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Christian Community Service Center
PO Box 27924HoustonTX77227NonePublic CharityEmergency Services, Food Pantry and Back to School Programs$4,000
First United Methodist Church
1320 Main StreetHoustonTX77002NonePublic CharityGeneral Fund$1,000
Houston Food Bank
535 Portwall StHoustonTX77029NonePublic CharityGeneral Fund$3,000
Houston PBS
4343 ElginHoustonTX77204NonePublic CharityGeneral Fund$1,000
Interfaith Ministries for Greater Houston
3303 Main StHoustonTX77002NonePublic CharityMeals on Wheels$1,000
St Luke's United Methodist Church
3471 Westheimer RoadHoustonTX77027NonePublic CharityGeneral Fund$4,000
Star of Hope Mission
6897 Ardmore StreetHoustonTX77054NonePublic CharityGeneral Fund$1,000
The Brookwood Community
1752 FM 1489 RdBrookshireTX77423NonePublic CharityGeneral Fund$2,000
Bellaire Police Officer's Association
PO Box 715BellaireTX77402NonePublic CharityGeneral Fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,587ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,962ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,549ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,549TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Betty J SeydlerBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14411 Bellaire BoulevardAddressLine1Txt
CityBellaireCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,610TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3000 Shares of The Coca-Cola Company, common. Purchased on 01/1965. FMV determined by Avg. High LowNoncashPropertyDesc
Fair Market Value$138,750FairMarketValueAmt
Received2017-12-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryProfessional feesCategoryTxt
Amt$3,450Amt
Net Investment Income$1,725NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStockStockNm
EOY Book Value$396,832EOYBookValueAmt
EOYFMV$705,520EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDividends receivableCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$861BookValueAmt
EOYFMV$861EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryProfessional feesCategoryTxt
Legal Fees$4,110LegalFeesAmt
Net Investment Income$2,055NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,055DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAgency feesCategoryTxt
Amt$5,036Amt
Net Investment Income$2,518NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,518DisbursementsCharitablePrpsAmt

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