THE NORRIS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE NORRIS FOUNDATION (EIN 74-2465853)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349101307
- Schema version
- 2012v2.1
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:56:27-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203762051 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MB GROUP LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5072 W PLANO PARKWAY SUITE 150 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742465853 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORRIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORR | NameControl |
| Phone | 9722921994 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 EAGLES LANDING BLVD | AddressLine1 |
| City | OAKPOINT | City |
| State | TX | State |
| ZIP Code | 75068 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARREN NORRIS | Name |
| Title | FOUNDATION MANAGER | Title |
| Phone | 9722921994 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00325716 | PTIN |
| Phone | 4698651040 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 69355 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 45000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 823 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 823 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13327 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 62001 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13327 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 59150 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14150 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 793 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 793 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 12 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1805 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1805 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 95500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 95500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 97305 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1805 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 95500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38155 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12345 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -1 | CashEOY |
| Cash EOYFMV | -1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 23455 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33204 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33204 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 73412 | InvestmentsOtherBOY |
| Investments Other EOY | 25509 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 36152 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 96867 | TotalAssetsBOY |
| Total Assets EOY | 58712 | TotalAssetsEOY |
| Total Assets EOYFMV | 69355 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 350052 | CapitalStockBOY |
| Capital Stock EOY | 350052 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -253185 | RetainedEarningsBOY |
| Retained Earnings EOY | -291340 | RetainedEarningsEOY |
| Total Net Assets BOY | 96867 | TotalNetAssetsBOY |
| Total Net Assets EOY | 58712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 96867 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 58712 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 96867 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38155 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 58712 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 58712 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 10.71 SHARES DFA GLOBAL EQUITY | P | 2012-03-08 | 2012-05-25 | 134 | 145 | -11 | -11 |
| 45.21 SHARES DFA GLOBAL EQUITY | P | 2011-06-08 | 2012-05-25 | 566 | 596 | -30 | -30 |
| 4578.23 SHARES DFA GLOBAL EQUITY | P | 2011-03-08 | 2012-05-25 | 57300 | 44080 | 13220 | 13220 |
| 396.84 SHARES DFA TWO YEAR GLOBAL | P | 2001-01-31 | 2012-05-25 | 4000 | 3853 | 147 | 147 |
| CAPITAL GAINS DIVIDENDS | P | 1 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13327 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 108862 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.252613 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 87823 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.028466 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49915 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 93952 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.531282 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 152575 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.008193 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 201787 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.180884 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.001438 | TotalDistributionRatio |
| Average Distribution Ratio | 0.200288 | AverageDistributionRatio |
| Net Noncharitable Assets | 77149 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15452 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 123 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15575 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 95500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 123 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 123 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 123 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 123 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WARREN NORRIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9722921994 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 EAGLES LANDING BLVD | AddressLine1 |
| City | OAKPOINT | City |
| State | TX | State |
| ZIP Code | 75068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WARREN LEE NORRIS | ||||||||
| 1001 EALGES LANDING BLVD | OAK POINT | TX | 75068 | FOUNDATION MANAGER | 0.00 | 0 | 0 | 0 |
| JILL E NORRIS | ||||||||
| 1001 EALGES LANDING BLVD | OAK POINT | TX | 75068 | FOUNDATION MANAGER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 52076 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21768 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4480 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 78324 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 78324 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1175 | CashDeemedCharitable |
| Net Noncharitable Assets | 77149 | NetNoncharitableAssets |
| Minimum Investment Return | 3857 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3857 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 123 | TaxBasedOnInvestmentIncome |
| Total Tax | 123 | TotalTax |
| Distributable Amount Before Adj | 3734 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3734 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3734 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 95500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 95500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 123 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 95377 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3734 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 27016 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 45387 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 22057 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 94460 | TotalExcessDistriCarryover |
| Qualifying Distributions | 95500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3734 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 91766 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 186226 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 27016 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 159210 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 45387 | ExcessFromYear3 |
| Excess From Year1 | 22057 | ExcessFromYear1 |
| Excess From Current Year | 91766 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WARREN LEE NORRIS | ContributingManager |
| Contributing Manager | JILL E NORRIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LEGACY CHRISTIAN ACADEMY | ||||||
| 5000 ACADEMY DRIVE | FRISCO | TX | 75034 | 501(C)(3) | CHARITABLE GIFT | $95,000 |
| THE BRIDEWELL FOUNDATION | ||||||
| P O BOX 25317 | DALLAS | TX | 75225 | 501(C)(3) | CHARITALBLE GIFT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 95500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $823 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $13,327 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,150 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14150 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WARREN JILL NORRIS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 EAGLES LANDING BLVD | AddressLine1 |
| City | OAKPOINT | City |
| State | TX | State |
| ZIP Code | 75068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 45000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BHCO INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 25509 | BookValue |
| EOYFMV | 36152 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $793 | Amount |
| Net Investment Income | 793 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $12 | Amount |
| Net Investment Income | 12 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments