Civic Intelligence

Gertrude & Edward Swartz Charitable Tr C/O Gilmorerees & Carlson

990PF • Fiscal year 2019 • EIN 04-6045528

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 19, 2020

70 Walnut StreetWellesley, MA 02481

(781) 431-9788

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.6%

Faster asset growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$264,821

Down $12,669 (-4.6%) from 2018

Net Assets

Down

$264,821

Down $12,669 (-4.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$42,744

Down $23,456 (-35%) from 2018

Expenses

Down

$55,413

Down $1,031 (-1.8%) from 2018

Net Income

Down

-$12,669

Down $22,425 (-230%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $377,451Liabilities 2011: $02011Assets 2012: $353,036Liabilities 2012: $0Net Assets 2012: $353,0362012Assets 2013: $325,919Liabilities 2013: $0Net Assets 2013: $325,9192013Assets 2014: $307,975Liabilities 2014: $0Net Assets 2014: $307,9752014Assets 2015: $295,825Liabilities 2015: $0Net Assets 2015: $295,8252015Assets 2016: $265,209Liabilities 2016: $0Net Assets 2016: $265,2092016Assets 2017: $267,734Liabilities 2017: $0Net Assets 2017: $267,7342017Assets 2018: $277,490Liabilities 2018: $0Net Assets 2018: $277,4902018Assets 2019: $264,821Liabilities 2019: $0Net Assets 2019: $264,8212019Assets 2020: $261,106Liabilities 2020: $0Net Assets 2020: $261,1062020Assets 2021: $241,706Liabilities 2021: $0Net Assets 2021: $241,7062021Assets 2022: $213,901Liabilities 2022: $0Net Assets 2022: $213,9012022Assets 2023: $237,112Liabilities 2023: $0Net Assets 2023: $237,1122023Assets 2024: $332,828Liabilities 2024: $0Net Assets 2024: $332,8282024Assets 2025: $423,576Liabilities 2025: $0Net Assets 2025: $423,5762025

Highlighted filing

2019

Assets$264,821
Liabilities$0
Net Assets$264,821

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $30,296Expenses 2011: $47,491Net Income 2011: -$17,1952011Expenses 2012: $45,6082012Revenue 2013: $26,470Expenses 2013: $53,587Net Income 2013: -$27,1172013Revenue 2014: $36,132Expenses 2014: $54,076Net Income 2014: -$17,9442014Revenue 2015: $45,769Expenses 2015: $57,919Net Income 2015: -$12,1502015Revenue 2016: $26,506Expenses 2016: $57,122Net Income 2016: -$30,6162016Revenue 2017: $58,363Expenses 2017: $55,838Net Income 2017: $2,5252017Revenue 2018: $66,200Expenses 2018: $56,444Net Income 2018: $9,7562018Revenue 2019: $42,744Expenses 2019: $55,413Net Income 2019: -$12,6692019Revenue 2020: $51,683Expenses 2020: $55,398Net Income 2020: -$3,7152020Revenue 2021: $56,203Expenses 2021: $75,603Net Income 2021: -$19,4002021Revenue 2022: $43,773Expenses 2022: $71,578Net Income 2022: -$27,8052022Revenue 2023: $94,831Expenses 2023: $71,620Net Income 2023: $23,2112023Revenue 2024: $171,584Expenses 2024: $75,868Net Income 2024: $95,7162024Revenue 2025: $176,920Expenses 2025: $86,172Net Income 2025: $90,7482025

Highlighted filing

2019

Revenue$42,744
Expenses$55,413
Net Income-$12,669
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 19, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH L SWARTZTrustee-$0--
ELIZABETH J SWARTZTrustee-$0--
MICHAEL D SWARTZTrustee-$0--
RICHARD J SWARTZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMORE TO LIFEEDUCATIONALPUBLICKNOXVILLE, TN, US$5,000
Paid GrantRICE UNIVERSITYEDUCATIONALPUBLICARLINGTON, VA, US$5,000
Paid GrantHOUSTON AREA WOMEN'S CENTERCHARITABLEPUBLICHOUSTON, TX, US$3,000
Paid GrantEARTHJUSTICECHARITABLEPUBLICSAN FRANCISCO, CA, US$2,500
Paid GrantNORTHWEST HARVESTCHARITABLEPUBLICSEATTLE, WA, US$2,500
Paid GrantPLANNED PARENTHOOD FEDERATIONCHARITABLEPUBLICNEW YORK, NY, US$2,500
Paid GrantCOMMUNITY FOOD BANK OF SOUTHERN AZCHARITABLEPUBLICTUCSON, AZ, US$2,000
Paid GrantPLANNED PARENTHOOD OF AZCHARITABLEPUBLICPHOENIX, AZ, US$2,000
Paid GrantCENTER FOR BIOLOGICAL DIVERSITYCHARITABLEPUBLICTUCSON, AZ, US$1,500
Paid GrantNATIONAL RESOURCES DEFENSE COUNCILCHARITABLEPUBLICNEW YORK, NY, US$1,500
Paid GrantTHE NATURE CONSERVANCYCHARITABLEPUBLICBOSTON, MA, US$1,500
Paid GrantALCU FOUNDATIONRELIGIOUSPUBLICNEW YORK, NY, US$1,500
Paid GrantUNITED WAY OF GREATER HOUSTONCHARITABLEPUBLICHOUSTON, TN, US$1,500
Paid GrantHOUSTON FOOD BANKCHARITABLEPUBLICHOUSTON, TX, US$1,000
Paid GrantSALVATION ARMY OF MASSACHUSETTSCHARITABLEPUBLICHOUSTON, TX, US$1,000
Paid GrantSHRINER'S CHILDREN'S HOSPITAL HOUSTONCHARITABLEPUBLICHOUSTON, TX, US$1,000
Paid GrantSOUTHERN POVERTY LAW CENTERCHARITABLEPUBLICMONTGOMERY, AL, US$1,000
Paid GrantTHEATER UNDER THE STARSEDUCATIONALPUBLICHOUSTON, TX, US$1,000
Paid GrantTRINITY UNIVERSITYEDUCATIONALPUBLICSAN ANTONIO, TX, US$1,000
Paid GrantUNITED NEGRO COLLEGE FUNDEDUCATIONALPUBLICFAIRFAX, VA, US$1,000
Paid GrantNARAL PRO-CHOICE AMERICACHARITABLEPUBLICWASHINGTON, DC, US$1,000
Paid GrantUUCTNO MORE DEATHSCHARITABLEPUBLICTUCSON, AZ, US$1,000
Paid GrantEMERGE CENTER AGAINST DOMESTIC ABUSECHARITABLEPUBLICTUCSON, AZ, US$1,000
Paid GrantMD ANDERSON CANCER CENTERCHARITABLEPUBLICHOUSTON, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Gertrude & Edward Swartz Charitable Tr
EIN
04-6045528
Phone
7814319788
Address
70 WALNUT STREET, WELLESLEY, MA 02481

Signing Officer

Name
Richard Swartz
Title
Trustee
Phone
7814319788
Signed
2020-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
52 CHURCH STREET, BOSTON, MA 02116
Preparer
Brian J Carney
Phone
6173570100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO (FMRLY MINNESOTA MINING & MFG CO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLEGION PUBLIC LIMITED COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DIAGEO PLC SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GOLDMAN SACHS GROUP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9INGERSOLL RAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NEXTERA ENERGY INC (FKA FPL GROUP INC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WAL MART STORES INC
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12669
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERGER OF ANADARKO PETRO CORP AND OCCIDENTAL PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OCCIDENTAL - CASH IN LIEU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH J SWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL D SWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD J SWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02855 W TIPPECANOE TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1641 NW 54TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22334 WATERFORD PARK ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32338 WATERFORD PARK ST
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt044966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt044626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044100
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057970
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0793643
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.275750
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD SWARTZ TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02338 WATERFORD PARK STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MISSOURI CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077459
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814319788
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR BIOLOGICAL DIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOOD BANK OF SOUTHERN AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EARTHJUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOUSTON AREA WOMEN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOUSTON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MORE TO LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NATIONAL RESOURCES DEFENSE COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NORTHWEST HARVEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PLANNED PARENTHOOD FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9PLANNED PARENTHOOD OF AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SALVATION ARMY OF MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SHRINER'S CHILDREN'S HOSPITAL HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15THEATER UNDER THE STARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TRINITY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17UNITED NEGRO COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18ALCU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19UNITED WAY OF GREATER HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20NARAL PRO-CHOICE AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21UUCTNO MORE DEATHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22EMERGE CENTER AGAINST DOMESTIC ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23MD ANDERSON CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$1.77$0.86$0.91
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.72$0.76$0.96
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.95$0.72$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.44$0.72$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.56$0.76$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.52$0.55$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.43$0.55$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.66$0.56$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.58$0.56$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.27$0.57$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.46$0.58$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.36$0.54$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.26$0.54$0.27
2012Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.46
2011Summary only. Only limited summary data is available for this year.$3.77$0.00$0.30$0.47$0.17