Civic Intelligence

Melcher Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-1915122

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

550 Post Oak Blvd Suite 560Houston, TX 77027

(713) 621-9900

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$6,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

201%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,993,943

Up $579,714 (+41%) from 2019

Net Assets

Up

$1,992,889

Up $578,660 (+41%) from 2019

Liabilities

Up

$1,054

Up $1,054 from 2019

Revenue

Up

$111,243

Up $74,310 (+201%) from 2019

Expenses

Down

$82,471

Down $7,048 (-7.9%) from 2019

Net Income

Up

$28,772

Up $81,358 (+155%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,094,670Liabilities 2010: $0Net Assets 2010: $2,094,6702010Assets 2011: $2,078,302Liabilities 2011: $0Net Assets 2011: $2,078,3022011Assets 2012: $1,966,911Liabilities 2012: $0Net Assets 2012: $1,966,9112012Assets 2013: $1,697,714Liabilities 2013: $0Net Assets 2013: $1,697,7142013Assets 2014: $1,583,635Liabilities 2014: $0Net Assets 2014: $1,583,6352014Assets 2015: $1,482,937Liabilities 2015: $0Net Assets 2015: $1,482,9372015Assets 2016: $1,535,804Liabilities 2016: $0Net Assets 2016: $1,535,8042016Assets 2017: $1,558,724Liabilities 2017: $0Net Assets 2017: $1,558,7242017Assets 2018: $1,367,887Liabilities 2018: $0Net Assets 2018: $1,367,8872018Assets 2019: $1,414,229Liabilities 2019: $0Net Assets 2019: $1,414,2292019Assets 2020: $1,993,943Liabilities 2020: $1,054Net Assets 2020: $1,992,8892020Assets 2021: $2,005,417Liabilities 2021: $0Net Assets 2021: $2,005,4172021Assets 2022: $1,055,583Liabilities 2022: $0Net Assets 2022: $1,055,5832022Assets 2023: $1,067,108Liabilities 2023: $0Net Assets 2023: $1,067,1082023Assets 2024: $1,166,665Liabilities 2024: $0Net Assets 2024: $1,166,6652024

Highlighted filing

2020

Assets$1,993,943
Liabilities$1,054
Net Assets$1,992,889

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $132,9622010Expenses 2011: $130,6562011Expenses 2012: $123,4582012Revenue 2013: $30,435Expenses 2013: $141,516Net Income 2013: -$111,0812013Revenue 2014: $2,542Expenses 2014: $116,452Net Income 2014: -$113,9102014Revenue 2015: $2,787Expenses 2015: $103,484Net Income 2015: -$100,6972015Revenue 2016: $19,584Expenses 2016: $103,739Net Income 2016: -$84,1552016Revenue 2017: $34,644Expenses 2017: $107,348Net Income 2017: -$72,7042017Revenue 2018: $69,696Expenses 2018: $93,735Net Income 2018: -$24,0392018Revenue 2019: $36,933Expenses 2019: $89,519Net Income 2019: -$52,5862019Revenue 2020: $111,243Expenses 2020: $82,471Net Income 2020: $28,7722020Revenue 2021: $181,288Expenses 2021: $90,717Net Income 2021: $90,5712021Revenue 2022: $24,390Expenses 2022: $118,764Net Income 2022: -$94,3742022Revenue 2023: $3,325Expenses 2023: $111,880Net Income 2023: -$108,5552023Revenue 2024: $183,111Expenses 2024: $89,741Net Income 2024: $93,3702024

Highlighted filing

2020

Revenue$111,243
Expenses$82,471
Net Income$28,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TREY N MELCHERTrustee-$6,000-$6,000
CODY MELCHERTrustee-$6,000-$6,000
YVONNE MELCHERTrustee-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNANOWRIMOGENERAL FUNDPUBLIC CHARIBERKELEY, CA, US$10,000
Paid GrantTEAM MUSCLE MAKERS FOR UCMDGENERAL FUNDPUBLIC CHARIMURRIETA, CA, US$10,000
Paid GrantHOUSTON ZOOGENERAL FUNDPUB. CHARITYHOUSTON, TX, US$6,200
Paid GrantFOLDS OF HONORGENERAL FUNDPUBLIC CHARIOWASSO, OK, US$5,000
Paid GrantHAVENCONGENERAL FUNDPUBLIC CHARIROUND ROCK, TX, US$5,000
Paid GrantCENTER FOR CHILD PROTECTIONGENERAL FUNDPUBLIC CHARIAUSTIN, TX, US$5,000
Paid GrantLONGHORN FOUNDATIONGENERAL FUNDPUBLIC CHARIAUSTIN, TX, US$5,000
Paid GrantTREVOR PROJECTGENERAL FUNDPUBLIC CHARIWEST HOLLYWOOD, CA, US$4,000
Paid GrantAUSTIN HUMANE SOCIETYGENERAL FUNDPUBLIC CHARIAUSTIN, TX, US$3,800
Paid GrantHOUSTON LIVESTOCK SHOW & RODEOGENERAL FUNDPUBLIC CHARIHOUSTON, TX, US$2,500
Paid GrantHOUSTON CHILDREN'S CHARITYGENERAL FUNDPUBLIC CHARIHOUSTON, TX, US$2,500
Paid GrantDOODLE DANDY RESCUEGENERAL FUNDPUBLIC CHARIGARLAND, TX, US$2,000
Paid GrantTRAPRSGENERAL FUNDPUBLIC CHARIMANOR, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Melcher Charitable Trust
EIN
20-1915122
Phone
7136219900
Address
550 POST OAK BLVD SUITE 560, HOUSTON, TX 77027

Signing Officer

Name
Trey N Melcher
Title
Trustee
Phone
7136219900
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Pittsford Samuels Pllc
Address
1776 YORKTOWN SUITE 530, HOUSTON, TX 77056
Preparer
Matthew Pittsford
Phone
7139776888
Raw XML AppendixShowing 400 of 548 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02236
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0671
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt127969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1823132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt279187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2935453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3045490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3132300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3220473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3315486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3455911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3535151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3623713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3718432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3854581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3936132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4034696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4118914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4218538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4334767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4442606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4532164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4641929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4765953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4836541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4937733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1823132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt287791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2935453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3045490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3132300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3220473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3315486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3455911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3535151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3623713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3718432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3854581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3936132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4034696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4118914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4334767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4442606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4532164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4641929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4765953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4836541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4937733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm027 SH ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123 SH ADOBE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210 SH ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35 SH AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412 SH AMERICAN TOWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521 SH AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm617 SH BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm790 SH COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm816 SH COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm931 SH DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1044 SH FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1126 SH FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1230 SH HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1330 SH HONEYWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1446 SH INTERCONTINENTAL EXCHANGE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1519 SH LAUDER ESTEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1633 SH LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1739 SH MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18104 SH MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1965 SH MONDELEZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm209 SH O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2117 SH PARKER HANNIRIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2213 SH ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23100 ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2415 SH THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2560 SH TJX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2625 SH UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2742 SH VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2843 SH WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29113 QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30495 ISHARES CORE S&P SMALLCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3139 ISHARES CORE S&P MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32440 ISHARES MSCI EAFE MIN VOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33330 ISHARES CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34110 SPDR S&P BIOTECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35470 VANGUARD VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36170 VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37270.42 NFFFX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38226.492 SMCFX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392054.224 AUEIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40531.587 LMGNX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm414304.718 PIUHX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42720 ISHARES IBONDS DEC 2023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43725 ISHARES IBONDS DEC 2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44785.174 TMCPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45924.339 ANGIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461727.037 LSIZX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473200.457 HFAIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484997.447 LBDFX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm495775.253 PDVPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503946.113 SEMMX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51550 VANGUARD WELLESLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01002840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BASKERVILLE CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01002840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018127
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt093084
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd026
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SEC 988 FOREX LOSSES-BCP K-
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0111243
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0111243
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02236
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt093084
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018127
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028772
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0161027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt093084
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0195
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt082471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0111243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0111243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-28710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1121010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-28710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1121010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0121010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM FROM BASKERVILLE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM FROM BASKERVILLE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SHORT-TERM IN UBS ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG-TERM IN UBS ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt093084
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028772
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt027283
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0577171
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02020172
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01414229
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01992889
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077459
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077459
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077459
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt078805
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01346
IRS990PF/DistributableAmountGrp/TotalTaxAmt01346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0292
IRS990PF/FMVAssetsEOYAmt01993943
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0455418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0946888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0946888
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0450516
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01002840
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01002840
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01054
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01414229
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01992889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0508295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01414229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01993943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01993943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01414229
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01993943
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01414229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01992889
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01600098
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152434
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01447664
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024001
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt078805
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01576097
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01600098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TREY N MELCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CODY MELCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2YVONNE MELCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0550 POST OAK BLVD 560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1560 POST OAK BLVD 560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2560 POST OAK BLVD 560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277027
IRS990PF/Organization501c3ExemptPFInd0X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0550 POST OAK BLVD 560
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PENELOPE MCKEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136219900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt94000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.18$0.09$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.00$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.18$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.03$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.02$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.00$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.00$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.03$0.14$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.13