Civic Intelligence

The Lrw Charitable Trust

990PF • Fiscal year 2016 • EIN 20-8673013

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

Organization Profile
327 Oblate DrSan Antonio, TX 78216

(432) 684-6311

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

100th percentile

1669%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1965%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,990,064

Up $2,821,079 (+1669%) from 2015

Net Assets

Up

$2,989,338

Up $2,820,353 (+1669%) from 2015

Liabilities

Up

$726

Up $726 from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$2,960,038

Up $2,816,679 (+1965%) from 2015

Expenses

Up

$139,685

Up $126,260 (+940%) from 2015

Net Income

Up

$2,820,353

Up $2,690,419 (+2071%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $57,253Liabilities 2011: $02011Assets 2012: $58,343Liabilities 2012: $02012Assets 2013: $59,611Liabilities 2013: $02013Assets 2014: $54,813Liabilities 2014: $185Net Assets 2014: $54,6282014Assets 2015: $168,985Liabilities 2015: $0Net Assets 2015: $168,9852015Assets 2016: $2,990,064Liabilities 2016: $726Net Assets 2016: $2,989,3382016Assets 2017: $2,958,289Liabilities 2017: $1,451Net Assets 2017: $2,956,8382017Assets 2018: $2,859,134Liabilities 2018: $4,452Net Assets 2018: $2,854,6822018Assets 2019: $2,700,122Liabilities 2019: $0Net Assets 2019: $2,700,1222019Assets 2020: $2,575,411Liabilities 2020: $12020Assets 2021: $2,457,265Liabilities 2021: $0Net Assets 2021: $2,457,2652021Assets 2022: $2,333,590Liabilities 2022: $0Net Assets 2022: $2,333,5902022Assets 2023: $2,330,032Liabilities 2023: $12023Assets 2024: $2,205,602Liabilities 2024: $0Net Assets 2024: $2,205,6022024

Highlighted filing

2016

Assets$2,990,064
Liabilities$726
Net Assets$2,989,338
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,049Expenses 2011: $2,810Net Income 2011: -$1,7612011Revenue 2012: $1,192Expenses 2012: $121Net Income 2012: $1,0712012Revenue 2013: $1,589Expenses 2013: $310Net Income 2013: $1,2792013Revenue 2014: $520Expenses 2014: $5,504Net Income 2014: -$4,9842014Revenue 2015: $143,359Expenses 2015: $13,425Net Income 2015: $129,9342015Revenue 2016: $2,960,038Expenses 2016: $139,685Net Income 2016: $2,820,3532016Revenue 2017: $161,409Expenses 2017: $193,909Net Income 2017: -$32,5002017Revenue 2018: $175,834Expenses 2018: $277,990Net Income 2018: -$102,1562018Revenue 2019: $142,910Expenses 2019: $297,470Net Income 2019: -$154,5602019Revenue 2020: $122,305Expenses 2020: $247,016Net Income 2020: -$124,7112020Revenue 2021: $112,298Expenses 2021: $230,444Net Income 2021: -$118,1462021Revenue 2022: $140,697Expenses 2022: $264,372Net Income 2022: -$123,6752022Revenue 2023: $228,452Expenses 2023: $232,010Net Income 2023: -$3,5582023Revenue 2024: $143,062Expenses 2024: $267,492Net Income 2024: -$124,4302024

Highlighted filing

2016

Revenue$2,960,038
Expenses$139,685
Net Income$2,820,353
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOYD G WHITLEY JRTrustee-$0--
RUFUS J WHITLEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOBLATE SCHOOL OF THEOLOGYFINANCIAL ASSISTANCE FOR STUDENTS OF THE MTM PROGRAM.PCSAN ANTONIO, TX, US$30,000
Paid GrantFATHER MARTIN'S ASHLEYASSISTANCE WITH AND TREATMENT OF ALCOHOLISM AND CHEMICAL ADDICTION.PCHAVRE DE GRACE, MD, US$10,000
Paid GrantGEORGETOWN UNIVERSITYTO SUPPORT INITIATIVE ON CATHOLIC SOCIAL THOUGHT AND PUBLIC LIFE.PCWASHINGTON, DC, US$5,000
Paid GrantJEWISH FAMILY AND CAREER SERVICESFINANCIAL SUPPORT TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IN GREATER ATLANTA.PCATLANTA, GA, US$2,500
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALFINANCIAL SUPPORT TO PIONEER RESEACH AND TREATMENTS FOR KIDS WITH CANCER AND OTHER LIFE-THREATENING DISEASES.PCMEMPHIS, TN, US$2,500
Paid GrantDIOCESE OF TYLERGENERAL SUPPORT TO THE DIOCESE OF TYLER AND ITS RELATED PARISHES.PCTYLER, TX, US$2,500
Paid GrantTHE SALVATION ARMYGENERAL SUPPORT FOR THE SALVATION ARMY TO MEET HUMAN NEEDS WITHOUT DISCRIMINATION.PCDALLAS, TX, US$2,500
Filing and Contact Details

Filer

Filer Name
The LRW Charitable Trust
EIN
20-8673013
In Care Of
% RUFUS WHITLEY
Phone
4326846311
Address
327 OBLATE DR, SAN ANTONIO, TX 78216

Signing Officer

Name
Rufus Whitley
Title
President
Phone
2104213426
Signed
2018-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
10001 REUNION PLACE SUITE 400, SAN ANTONIO, TX 78216-4137
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML AppendixShowing 400 of 425 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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AccountingFeesSchedule/AccountingFeesDetail/Amt13511
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES - LRW MINERALS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05545
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11053
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt012939
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt12458
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FROST BANK - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0509099
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01449534
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FROST BANK - CORPORATE STOCK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt030790
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt030704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0891179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1102746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN LRW MINERALS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENT IN VALERO ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0891179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110675
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02820353
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0224441
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02071
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04595
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-834
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt048956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0462
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt084685
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROST BANK - ST COVERED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7294
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03039
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03182
IRS990PF/FMVAssetsEOYAmt03024837
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOYD G WHITLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUFUS J WHITLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1327 OBLATE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0327 OBLATE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RUFUS WHITLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02104213426
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL ASSISTANCE FOR STUDENTS OF THE MTM PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANCE WITH AND TREATMENT OF ALCOHOLISM AND CHEMICAL ADDICTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FINANCIAL SUPPORT TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IN GREATER ATLANTA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FINANCIAL SUPPORT TO PIONEER RESEACH AND TREATMENTS FOR KIDS WITH CANCER AND OTHER LIFE-THREATENING DISEASES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT TO THE DIOCESE OF TYLER AND ITS RELATED PARISHES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT FOR THE SALVATION ARMY TO MEET HUMAN NEEDS WITHOUT DISCRIMINATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT INITIATIVE ON CATHOLIC SOCIAL THOUGHT AND PUBLIC LIFE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OBLATE SCHOOL OF THEOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FATHER MARTIN'S ASHLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY AND CAREER SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DIOCESE OF TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GEORGETOWN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0285 OBLATE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 TYDINGS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24549 CHMABLEE DUNWOODY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41015 ESE LOOP 323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51221 RIVERBEND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt637TH AND 0 STREETS NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAVRE DE GRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063438
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01459
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01459
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF LOYD WHITLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ESTATE OF LOYD WHITLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ESTATE OF LOYD WHITLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MIDLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2MIDLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0797020168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1797020168
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2797020168
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01932860
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112477
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2875402
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01932860
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1875402
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SHARES OF MULTIPLE SECURITIES SEE ATTACHMENT A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1LRW MINERALS, LLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-06-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0OTHER LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01378
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04595
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03217
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRODUCTION TAX - LRW MINERALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEASE EXPENSES - LRW MINERALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE - LRW MINERALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02208
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt146440
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2308
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VALERO ENERGY PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LRW MINERALS - WORKING INTEREST INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2884
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt142074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FROST BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FROST BANK - LRW MINERALS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1131
TaxesSchedule/TaxesDetail/Amt0197
TaxesSchedule/TaxesDetail/Amt17300
TaxesSchedule/TaxesDetail/Amt2101
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - FROST ACCOUNT
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES - LRW MINERALS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0197
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUFUS WHITLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02104213426
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/DisasterReliefTxt0TX - HURRICANE HARVEY
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The LRW Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LRWC
ReturnHeader/Filer/EIN0208673013

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,990,064
Liabilities
$726
Net assets
$2,989,338
Revenue
$2,960,038
Expenses
$139,685
Net income
$2,820,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.14$0.27$0.12
2023Summary only. Only limited summary data is available for this year.$2.33$0.00$0.23$0.23$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.14$0.26$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.11$0.23$0.12
2020Summary only. Only limited summary data is available for this year.$2.58$0.00$0.12$0.25$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.14$0.30$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.85$0.18$0.28$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.16$0.19$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$2.96$0.14$2.82
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.14$0.01$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00