Civic Intelligence

Dan L Duncan Family Foundation

990T • Fiscal year 2020 • EIN 20-0265572

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
PO Box 4735Houston, TX 77210

(713) 381-5200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$800M$600M$400M$200M$0Assets 2011: $4,000Liabilities 2011: $3502011Assets 2012: $4,515Liabilities 2012: $02012Assets 2013: $7,199Liabilities 2013: $02013Assets 2014: $6,146Liabilities 2014: $02014Assets 2015: $175,180Liabilities 2015: $02015Assets 2016: $354,961,764Liabilities 2016: $0Net Assets 2016: $354,961,7642016Assets 2017: $439,227,832Liabilities 2017: $0Net Assets 2017: $439,227,8322017Assets 2018: $475,996,956Liabilities 2018: $0Net Assets 2018: $475,996,9562018Assets 2019: $676,703,139Liabilities 2019: $02019Assets 2020: $672,995,411Liabilities 2020: $518,237Net Assets 2020: $672,477,1742020Assets 2021: $732,128,909Liabilities 2021: $18,833,232Net Assets 2021: $713,295,6772021Assets 2022: $709,221,949Liabilities 2022: $0Net Assets 2022: $709,221,9492022Assets 2023: $475,996,956Liabilities 2023: $02023Assets 2024: $700,533,532Liabilities 2024: $0Net Assets 2024: $700,533,5322024

Latest loaded filing

2024

Assets$700,533,532
Liabilities$0
Net Assets$700,533,532
Open 2024 Filing

Operations Trend

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

$400M$300M$200M$100M$0-$100MRevenue 2011: $4,000Expenses 2011: $350Net Income 2011: $3,6502011Revenue 2012: $4,000Expenses 2012: $3,135Net Income 2012: $8652012Revenue 2013: $4,000Expenses 2013: $1,316Net Income 2013: $2,6842013Revenue 2014: $1Expenses 2014: $1,053Net Income 2014: -$1,0522014Revenue 2015: $186,024Expenses 2015: $16,990Net Income 2015: $169,0342015Revenue 2016: $358,617,442Expenses 2016: $3,830,858Net Income 2016: $354,786,5842016Revenue 2017: $109,698,595Expenses 2017: $24,410,078Net Income 2017: $85,288,5172017Revenue 2018: $46,632,137Expenses 2018: $9,388,207Net Income 2018: $37,243,9302018Revenue 2019: $225,383,606Expenses 2019: $24,677,423Net Income 2019: $200,706,1832019Revenue 2020: $27,292,814Expenses 2020: $31,518,779Net Income 2020: -$4,225,9652020Revenue 2021: $77,916,929Expenses 2021: $37,098,426Net Income 2021: $40,818,5032021Revenue 2022: $40,529,455Expenses 2022: $44,603,183Net Income 2022: -$4,073,7282022Revenue 2023: $46,632,137Expenses 2023: $9,388,207Net Income 2023: $37,243,9302023Revenue 2024: $50,455,224Expenses 2024: $40,608,636Net Income 2024: $9,846,5882024

Latest loaded filing

2024

Revenue$50,455,224
Expenses$40,608,636
Net Income$9,846,588
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Dan L Duncan Foundation
EIN
20-0265572
Phone
7133815200
Address
PO BOX 4735, HOUSTON, TX 77210

Signing Officer

Name
Laura Liang
Title
Vice President
Phone
7133815200
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Lane
Phone
3192985272
Raw XML Appendix97 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt060023
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt060023
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt060023
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt060023
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt047923
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt112100
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0KKR ASIAN FUND III LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1GENERAL ATLANTIC PARTNERS 100, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt060023
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt05291
IRS990T/BooksInCareOfDetail/PersonNm0LAURA LIANG
IRS990T/BooksInCareOfDetail/PhoneNum07133815200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0DUNCAN FAMILY OFFICE1100 LOUISIANA
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077002
IRS990T/BookValueAssetsEOYAmt0672995411
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0107
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt060023
IRS990TScheduleA/NetOperatingLossDeductionAmt023026
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-11312
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt048711
IRS990TScheduleA/TotUnrltTrdBusIncmAmt048711
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt048711
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt025685
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt05184
IRS990T/TaxLessCreditsAmt05184
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt05184
IRS990T/TotalTaxComputationAmt05184
IRS990T/TotalUBTIAmt024685
IRS990T/TotalUBTIBeforeNOLSpecificAmt025685
IRS990T/TotalUBTIBeforeSection199AAmt025685
IRS990T/TotalUBTIComputedAmt025685
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA LIANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07133815200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAN L DUNCAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANL
ReturnHeader/Filer/EIN0200265572
ReturnHeader/Filer/PhoneNum07133815200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4735
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FIRST ST SE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03192985272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLEY LANE
ReturnHeader/ReturnTs02021-11-10T08:19:43-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIANG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$701$0.00$701$50.5$40.6$9.85
2023Summary only. Only limited summary data is available for this year.$476$0.00$46.6$9.39$37.2
2022Detailed filing. Detailed filing data is available for this year.$709$0.00$709$40.5$44.6$4.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$732$18.8$713$77.9$37.1$40.8
2020Detailed filing. Detailed filing data is available for this year.$673$0.52$672$27.3$31.5$4.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$677$0.00$225$24.7$201
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$476$0.00$476$46.6$9.39$37.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$439$0.00$439$110$24.4$85.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$355$0.00$355$359$3.83$355
2015Summary only. Only limited summary data is available for this year.$0.18$0.00$0.19$0.02$0.17
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00