Civic Intelligence

F W & C S Adams Memorial Fund

EIN 04-6011995 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$130,899

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

33rd percentile

0.0%

Faster asset growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

200%

Faster revenue growth than 93% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,246,509

Up $2,209 (+0.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$14,246,509

Up $2,209 (+0.0%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Up

$642,176

Up $428,409 (+200%) from 2024

Expenses

Up

$878,490

Up $38,678 (+4.6%) from 2024

Net Income

Up

-$236,314

Up $389,731 (+62%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2012: $13,096,715Liabilities 2012: $02012Assets 2013: $13,328,537Liabilities 2013: $02013Assets 2014: $13,602,632Liabilities 2014: $02014Assets 2015: $13,685,520Liabilities 2015: $02015Assets 2016: $13,309,356Liabilities 2016: $02016Assets 2017: $13,068,611Liabilities 2017: $0Net Assets 2017: $13,068,6112017Assets 2018: $12,912,584Liabilities 2018: $0Net Assets 2018: $12,912,5842018Assets 2019: $12,769,937Liabilities 2019: $0Net Assets 2019: $12,769,9372019Assets 2020: $12,334,892Liabilities 2020: $0Net Assets 2020: $12,334,8922020Assets 2021: $15,164,139Liabilities 2021: $0Net Assets 2021: $15,164,1392021Assets 2022: $15,508,413Liabilities 2022: $0Net Assets 2022: $15,508,4132022Assets 2023: $14,793,160Liabilities 2023: $0Net Assets 2023: $14,793,1602023Assets 2024: $14,244,300Liabilities 2024: $0Net Assets 2024: $14,244,3002024Assets 2025: $14,246,509Liabilities 2025: $0Net Assets 2025: $14,246,5092025

Highlighted filing

2025

Assets$14,246,509
Liabilities$0
Net Assets$14,246,509
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2012: $552,178Expenses 2012: $751,373Net Income 2012: -$199,1952012Revenue 2013: $915,027Expenses 2013: $715,339Net Income 2013: $199,6882013Revenue 2014: $1,051,851Expenses 2014: $758,460Net Income 2014: $293,3912014Revenue 2015: $959,054Expenses 2015: $868,991Net Income 2015: $90,0632015Revenue 2016: $403,945Expenses 2016: $769,077Net Income 2016: -$365,1322016Revenue 2017: $528,641Expenses 2017: $756,217Net Income 2017: -$227,5762017Revenue 2018: $634,861Expenses 2018: $789,762Net Income 2018: -$154,9012018Revenue 2019: $544,300Expenses 2019: $691,007Net Income 2019: -$146,7072019Revenue 2020: $371,350Expenses 2020: $807,237Net Income 2020: -$435,8872020Revenue 2021: $3,569,515Expenses 2021: $826,680Net Income 2021: $2,742,8352021Revenue 2022: $823,114Expenses 2022: $928,058Net Income 2022: -$104,9442022Revenue 2023: $269,704Expenses 2023: $1,007,414Net Income 2023: -$737,7102023Revenue 2024: $213,767Expenses 2024: $839,812Net Income 2024: -$626,0452024Revenue 2025: $642,176Expenses 2025: $878,490Net Income 2025: -$236,3142025

Highlighted filing

2025

Revenue$642,176
Expenses$878,490
Net Income-$236,314
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,246,509
Liabilities
$0
Net assets
$14,246,509
Revenue
$642,176
Expenses
$878,490
Net income
-$236,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.64$0.88$0.24
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.21$0.84$0.63
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.27$1.01$0.74
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.82$0.93$0.10
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$3.57$0.83$2.74
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.37$0.81$0.44
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.54$0.69$0.15
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.63$0.79$0.15
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.53$0.76$0.23
2016Summary only. Only limited summary data is available for this year.$13.3$0.00$0.40$0.77$0.37
2015Summary only. Only limited summary data is available for this year.$13.7$0.00$0.96$0.87$0.09
2014Summary only. Only limited summary data is available for this year.$13.6$0.00$1.05$0.76$0.29
2013Summary only. Only limited summary data is available for this year.$13.3$0.00$0.92$0.72$0.20
2012Summary only. Only limited summary data is available for this year.$13.1$0.00$0.55$0.75$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$130,899-$130,899
Filing and Contact Details

Filer

Filer Name
F W & C S Adams Memorial Fund
EIN
04-6011995
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-10-10
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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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12514687GAB1 CARVANA AUTO RE ABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12615135UAW9 USD CENOVUS ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14891282CCE9 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14991282CCF6 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15091282CCH2 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15191282CCP4 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15291282CCS8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15391282CCV1 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15491282CCZ2 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15591282CDF5 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15691282CDQ1 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15791282CEC1 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15891282CEN7 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15991282CEP2 U.S. TREASURY NOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1783140XH7G6 FNMA PFS2694 04 50%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1793140XHJV0 FNMA PFS2075 04%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1803140XJGY3 FNMA PFS2914 04 50%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181373334KT7 GEORGIA POWER CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188595017BA1 MICROCHIP TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19491282CFM8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19591282CFU0 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19691282CFV8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19791282CGH8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19891282CGT2 U.S. TREASURY NOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27491282CHQ7 U.S. TREASURY NOTE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27691282CHY0 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27791282CJF9 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27891282CJJ1 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27991282CJN2 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28091282CJT9 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28191282CJZ5 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28291282CKA8 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28391282CKD2 U.S. TREASURY NOTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28491282CKG5 U.S. TREASURY NOTE
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04088
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