Beth Rowell Mead Educational Trust

990PF • Fiscal year 2013 • EIN 75-6310255

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 14, 2014

Organization Profile

PO Box 202075710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$514,172

Flat from 2013

Net Assets

$514,172

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$24,091

Flat from 2013

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2013

Assets$514,172

Liabilities$0

Net Assets$514,172

Open 2013 Filing

Operations Trend

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

Highlighted filing

2013

Revenue-

Expenses$24,091

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2012 to Sep 30, 2013
Signed: Feb 14, 2014
Return Version: 2012v2.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
REGIONS MORGAN KEEGAN	Trustee	PT	$6,681	-	$6,681
MARTHA TOMLINSON	Trustee	-	$2,500	-	$2,500
JESSE M DEWARE IV	Trustee	-	$2,500	-	$2,500

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	LINDEN, TX, US	$1,750
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$1,750
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$1,400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	QUEEN CITY, TX, US	$1,400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$1,400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$1,050
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	LINDEN, TX, US	$1,000
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	JEFFERSON, TX, US	$400
Paid Grant	-	EDUCATIONAL EXPENSE	N/A	AVINGER, TX, US	$210

Filing and Contact Details

Filer

EIN: 75-6310255

Raw XML Appendix364 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/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	ZACK POWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	SYDNEY SURRATT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	BEN BODE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	TAYLOR SMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	JOHN CULLINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	PATRICK GRAYSON PORTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	6	STEPHANIE PHY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	7	KATHRYN LABELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	8	TREVOR MURPHY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	9	KAITLYN WHATLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	10	FRANCES PITCHFORD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	9	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	10	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	109 W HARRISON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	606 HAMILTON RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO BOX 38
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1845 FM 134
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	PO BOX 461
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	PO BOX 1161
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	205 S MARKET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	410 N VALE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	505 RIVEROAKS DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	9	401 E WHELON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	10	PO BOX 67
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	LINDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	QUEEN CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	LINDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	9	JEFFERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	10	AVINGER
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/State	5	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	9	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	10	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	75563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	75572
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	75563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	9	75657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	10	75630
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	11160
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	17625
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	25940
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	810
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	2992
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	9573
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	5192
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	8315
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	8315
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	10252
IRS990PF/UndistributedIncome/ExcessFromYear2	0	810
IRS990PF/UndistributedIncome/ExcessFromYear3	0	2992
IRS990PF/UndistributedIncome/ExcessFromYear4	0	6450
IRS990PF/UndistributedIncome/QualifyingDistributions	0	17625
IRS990PF/UndistributedIncome/TotalCorpus	0	10252
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	18567
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
OtherIncomeSchedule2/OtherIncome/Description	0	OTHER REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	500
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	756310255
ReturnHeader/Filer/Name/BusinessNameLine1	0	BETH R MEAD EDUCATIONAL TRUST
ReturnHeader/Filer/NameControl	0	BETH
ReturnHeader/Filer/Phone	0	9035354200
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 2020
ReturnHeader/Filer/USAddress/City	0	TYLR
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	75710
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-02-14
ReturnHeader/Officer/Name	0	TRUST ADVISOR
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	HENRY & PETERS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	3310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	TYLER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	75701
ReturnHeader/Preparer/Name	0	Ginny Ragland
ReturnHeader/Preparer/Phone	0	9035976311
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-10-01
ReturnHeader/TaxPeriodEndDate	0	2013-09-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-18T12:15:47-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $514,172
Liabilities: $0
Net assets: $514,172
Revenue: -
Expenses: $24,091
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.01	$0.00	$4.01	$0.18	$0.19	$0.01
2024Detailed filing. Detailed filing data is available for this year.	$4.03	$0.00	$4.03	$0.28	$0.35	$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.09	$0.00	$4.09	$0.02	$0.34	$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.41	$0.00	$4.41	$0.27	$0.43	$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.56	$0.00	$4.56	$0.36	$0.55	$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.76	$0.00	$4.76	$0.22	$0.23	$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.77	$0.00	$4.77	$0.42	$0.25	$0.17
2018Detailed filing. Detailed filing data is available for this year.	$4.60	$0.00	$4.60	$0.19	$0.31	$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.72	$0.00	$4.72	$0.13	$0.23	$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.82	$0.00	$4.82	$0.13	$0.27	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$4.99	$0.00	$4.99	$0.19	$0.20	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$4.99	$0.00	$4.99	$0.11	$0.26	$0.15
2013Detailed filing. Detailed filing data is available for this year.	$5.14	$0.00	$5.14		$0.24
2013Summary only. Only limited summary data is available for this year.	$5.14	$0.00		$0.14	$0.24	$0.10
2012Summary only. Only limited summary data is available for this year.	$5.24	$0.00		$0.17	$0.26	$0.10
2011Summary only. Only limited summary data is available for this year.	$5.36	$0.02		$0.87	$0.31	$0.56