BETTY JANE SEYDLER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BETTY JANE SEYDLER FOUNDATION (EIN 13-4294409)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201511329349100736
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T08:49:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760476201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linn Thurber LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 Timmons Lane Suite 800 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770276498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 7133887600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2845 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772522845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randall Evans | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7132235181 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pam Zimmerman | PreparerPersonNm |
| PTIN | P00534519 | PTIN |
| Phone | 7139611600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $551,452 | 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 | $2,688 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,222 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,278 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $253 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $252 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,519 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,759 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,184 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,731 | CashBOYAmt |
| Cash EOY | $14,101 | CashEOYAmt |
| Cash EOYFMV | $14,101 | CashEOYFMVAmt |
| Corporate Stock BOY | $262,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $385,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $537,351 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $284,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $551,452 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $269,526 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $269,526 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $284,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $284,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $284,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,610 | OtherIncreasesAmt |
| Subtotal | $399,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Frost Credit Fund Instl 1686.462 | P | 2013-05-10 | 2014-12-19 | $16,865 | $17,404 | -$539 | -$539 |
| Coca Cola 3000 | D | 1987-12-31 | 2014-03-28 | $116,368 | $2,610 | $113,758 | $113,758 |
| Frost Total Return Bond Fund Instl | P | 2011-08-04 | 2014-05-22 | $8,744 | $8,584 | $160 | $160 |
| Frost Total Return Bond Fund Instl | P | 2011-08-04 | 2014-10-17 | $6,552 | $6,438 | $114 | $114 |
| Capital Gains Dividends | P | $8,729 | $8,729 | $8,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,222 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $306,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $263,834 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $182,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $180,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,536 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $202,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111071 | DistributionYr5Rt |
| Total Distribution | 0.437527 | TotalDistributionRt |
| Average Distribution | 0.087505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $434,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,328 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,056 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | Frost National Bank | IndividualWithBooksNm |
| Phone | 7133881102 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Smith Suite 2200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Betty Jane Seydler | ||||||||
| 4411 Bellaire Blvd | Bellaire | TX | 77401 | Trustee | 0.50 | $0 | $0 | $0 |
| Randall E Evans | ||||||||
| 1415 Louisiana 36th Floor | Houston | TX | 77002 | Trustee | 0.50 | $0 | $0 | $0 |
| Forrest E Caldwell | ||||||||
| 510 Bolivar | Bellaire | TX | 77401 | Trustee | 0.50 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $435,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $440,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $440,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $434,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,656 | TotalTaxAmt |
| Distributable Before Adj | $19,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,059 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,395 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,933 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,395 | ExcessFromYear4Amt |
| Excess From Year3 | $10,138 | ExcessFromYear3Amt |
| Excess From Year2 | $7,219 | ExcessFromYear2Amt |
| Excess From Year1 | $6,245 | ExcessFromYear1Amt |
| Excess From Current Year | $1,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Betty Jane Seydler | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Christian Community Service Center | |||||||
| 3434 Branard Street | Houston | TX | 77027 | None | Public Charity | Emergency Services, Food Pantry and Back to School ProgramsGeneral Fund | $4,000 |
| First United Methodist Church | |||||||
| 1320 Main | Houston | TX | 77002 | None | Public Charity | General Fund | $1,000 |
| Houston Food Bank | |||||||
| 535 Portwall St | Houston | TX | 77029 | None | Public Charity | General Fund | $3,000 |
| Houston PBS | |||||||
| 4343 Elgin | Houston | TX | 77204 | None | Public Charity | General Fund | $1,000 |
| Interfaith Ministries for Greater Houston | |||||||
| 3303 Main St | Houston | TX | 77002 | None | Public Charity | Meals on Wheels | $1,000 |
| St Luke United Methodist Church | |||||||
| 3471 Westheimer Road | Houston | TX | 77027 | None | Public Charity | General Fund | $4,000 |
| Star of Hope Mission | |||||||
| 6897 Ardmore Street | Houston | TX | 77054 | None | Public Charity | General Fund | $1,000 |
| The Brookwood Community | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | Public Charity | General Fund | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,278 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | Betty J Seydler | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4411 Bellaire Boulevard | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,688 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3090 Shares of The Coca-Cola Company, common. Purchased on 01/1965. FMV determined by Avg. High Low | NoncashPropertyDesc |
| Fair Market Value | $129,996 | FairMarketValueAmt |
| Received | 2014-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $3,519 | Amt |
| Net Investment Income | $1,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,759 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock | StockNm |
| EOY Book Value | $385,457 | EOYBookValueAmt |
| EOYFMV | $537,351 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Legal Fees | $505 | LegalFeesAmt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $252 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expense | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Marketable Securities Tax Cost Basis Adjustment | Desc |
| Amt | $2,610 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency fees | CategoryTxt |
| Amt | $2,369 | Amt |
| Net Investment Income | $1,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,184 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIT | $2,412 | $0 | $0 |
| Foreign Taxes Paid | $242 | $242 | $0 |
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