The Bettis Foundation

990PF • Fiscal year 2012 • EIN 27-4185986

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 10, 2013

Organization Profile

25910 Oak Ridge Drive77381

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-5.4%

Faster asset growth than 34% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$457,059

Down $26,234 (-5.4%) from 2011

Net Assets

Down

$457,059

Down $26,234 (-5.4%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$38,117

Up $5,508 (+17%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$457,059

Liabilities$0

Net Assets$457,059

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$38,117

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Jul 10, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NORMA KAY LORD	Director	-	$0	-	-
ADRIENNE MARIE LORD	Director	-	$0	-	-
APRIL ELIZABETH LORD RUZICKA	Director	-	$0	-	-
AMY MICHELLE LORD WALZEL	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ST EDWARDS UNIVERSITY	SCHOLARSHIPS	PUBLIC CHARITY	AUSTIN, TX, US	$10,000
Paid Grant	YES PREP PUBLIC SCHOOLS	TO PROVIDE QUALITY EDUCATION IN DISADVANTAGED COMMUNITIES.	PUBLIC CHARITY	HOUSTON, TX, US	$8,500
Paid Grant	PEACE AND JUSTICE	TO ASSIST PEOPLE WHO ARE HOMELESS OR ON THE VERGE OF BECOMING HOMELESS WITH RENT AND UTILITY DEPOSITS.	PUBLIC CHARITY	THE WOODLANDS, TX, US	$5,000
Paid Grant	MONTGOMERY COUNTY YOUTH SERVICES	TO CREATE NEW OPPORTUNITIES FOR AT-RISK YOUTH THROUGHOUT THE COMMUNITY	PUBLIC CHARITY	THE WOODLANDS, TX, US	$3,150
Paid Grant	CASA CHILD ADVOCATES OF MONTGOMERY COUNTY	TO RECRUIT, TRAIN AND SUPPORT VOLUNTEERS WHO PROVIDE A VOICE FOR CHILDREN IN FOSTER CARE.	PUBLIC CHARITY	CONROE, TX, US	$2,160

Filing and Contact Details

Filer

EIN: 27-4185986

Raw XML AppendixShowing 400 of 426 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2010-12-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	6	2010-12-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	8	2010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	9	2010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-04-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-10-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2012-12-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	PACE GOVERNMENT SECURITIES FIXED INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	PACE LARGE CO GROWTH EQUITY INVESTMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	PACE LARGE CO VALUE EQUITY INVESTMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	PACE SMALL/MEDIUM CO GROWTH EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	PACE SMALL/MEDIUM CO VALUE EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	PACE STRATEGIC FIXED INCOME INVESTMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	PACE ALTERNATIVE STRATEGIES INVESTMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	9	PACE GLOBAL REAL ESTATE SECURITIES INVESTMENTS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	6	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	7	P
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	3	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	NORMA KAY LORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	ADRIENNE MARIE LORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	APRIL ELIZABETH LORD RUZICKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	AMY MICHELLE LORD WALZEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	25910 OAK RIDGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	25910 OAK RIDGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	25910 OAK RIDGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	25910 OAK RIDGE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	THE WOODLANDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	THE WOODLANDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	THE WOODLANDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	THE WOODLANDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	77381
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	77381
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	77381
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	77381
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	11622
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	11582
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.024248
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.048496
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	477658
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	499032
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	499500
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	40
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	30250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	24201
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.048496
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	30210
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	30250
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	40
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	30250
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	KAY LORD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	2813679836
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	25910 OAKRIDGE DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	THE WOODLANDS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	77380
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	1
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	TX
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2160
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	3150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	8500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	TO RECRUIT, TRAIN AND SUPPORT VOLUNTEERS WHO PROVIDE A VOICE FOR CHILDREN IN FOSTER CARE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	TO CREATE NEW OPPORTUNITIES FOR AT-RISK YOUTH THROUGHOUT THE COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	TO PROVIDE QUALITY EDUCATION IN DISADVANTAGED COMMUNITIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	TO ASSIST PEOPLE WHO ARE HOMELESS OR ON THE VERGE OF BECOMING HOMELESS WITH RENT AND UTILITY DEPOSITS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CASA CHILD ADVOCATES OF MONTGOMERY COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	MONTGOMERY COUNTY YOUTH SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	YES PREP PUBLIC SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	ST EDWARDS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	PEACE AND JUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	412 WEST PHILLIPS 107
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1600 LAKE FRONT CIRCLE STE 130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	353 CHRENSHAW ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	3001 SOUTH CONGRESS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	PO BOX 132642
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CONROE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	THE WOODLANDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	THE WOODLANDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	77301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	77380
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	77034
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	78704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	77393
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	28810
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	23843
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	2583
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	23843
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	3824
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	3824
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	30250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	3824
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	3824
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	2583
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	240523
OtherAssetsSchedule/OtherAssets/BOYBookValue	1	112349
OtherAssetsSchedule/OtherAssets/BOYBookValue	2	117356
OtherAssetsSchedule/OtherAssets/Description	0	EQUITIES
OtherAssetsSchedule/OtherAssets/Description	1	FIXED INCOME
OtherAssetsSchedule/OtherAssets/Description	2	ALTERNATIVE STRATEGIES
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	227784
OtherAssetsSchedule/OtherAssets/EOYBookValue	1	105217
OtherAssetsSchedule/OtherAssets/EOYBookValue	2	114207
OtherAssetsSchedule/OtherAssets/EOYFMV	0	246456
OtherAssetsSchedule/OtherAssets/EOYFMV	1	106140
OtherAssetsSchedule/OtherAssets/EOYFMV	2	117340
OtherExpensesSchedule/OtherExpenses/Description	0	MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	840
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	840
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	7267
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	UBS
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	7267
SubstantialContributorsSch/SubstantialContributor/PersonName	0	NORMA KAY LORD
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1	0	34 PALMER CREST COURT
SubstantialContributorsSch/SubstantialContributor/USAddress/City	0	THE WOODLANDS
SubstantialContributorsSch/SubstantialContributor/USAddress/State	0	TX
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode	0	77381
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $457,059
Liabilities: $0
Net assets: $457,059
Revenue: -
Expenses: $38,117
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.	$3.20	$0.00	$3.20	$0.19	$0.61	$0.41
2022Detailed filing. Detailed filing data is available for this year.	$3.49	$0.00	$3.49	$0.05	$0.29	$0.24
2020Detailed filing. Detailed filing data is available for this year.	$3.77	$0.00	$3.77	$0.03	$0.22	$0.20
2019Detailed filing. Detailed filing data is available for this year.	$3.97	$0.00	$3.97	$0.23	$0.21	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$3.95	$0.00	$3.95	$0.22	$0.57	$0.35
2017Detailed filing. Detailed filing data is available for this year.	$4.30	$0.00	$4.30	$0.44	$0.31	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$4.17	$0.00	$4.17	$0.00	$0.34	$0.34
2015Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50	$0.35	$0.38	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$4.53	$0.00	$4.53	$0.30	$0.37	$0.07
2013Detailed filing. Detailed filing data is available for this year.	$4.60	$0.00	$4.60	$0.40	$0.37	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$4.57	$0.00	$4.57		$0.38
2011Detailed filing. Detailed filing data is available for this year.	$4.83	$0.00	$4.83		$0.33