Civic Intelligence

The Lrw Charitable Trust

990T • Fiscal year 2020 • EIN 20-8673013

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

Organization Profile
327 Oblate DriveSan Antonio, TX 78216

(432) 684-6311

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.

$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

Latest loaded filing

2024

Assets$2,205,602
Liabilities$0
Net Assets$2,205,602
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$143,062
Expenses$267,492
Net Income-$124,430
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The LRW Charitable Trust
EIN
20-8673013
In Care Of
% RUFUS WHITLEY
Phone
4326846311
Address
327 Oblate Drive, San Antonio, TX 78216

Signing Officer

Name
Rufus Whitley
Title
President
Phone
2104213426
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
8200 W Interstate 10 Suite 900, SAN ANTONIO, TX 78230-3806
Preparer
Patricia Quintana-Perron
Phone
2103419400
Raw XML Appendix79 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
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RUFUS WHITLEY
IRS990T/BooksInCareOfDetail/PhoneNum02104213426
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 OBLATE DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd078216
IRS990T/BookValueAssetsEOYAmt02575411
IRS990T/CharitableContributionsDedAmt018386
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt08178
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02654
IRS990T/OverpaymentSection/OverpaymentAmt02654
IRS990T/PriorYearOverpaymentCreditAmt04500
IRS990TScheduleA/DepletionAmt07155
IRS990TScheduleA/NetOperatingLossDeductionAmt040911
IRS990TScheduleA/OtherDeductionsAmt045314
IRS990TScheduleA/OtherIncomeAmt053244
IRS990TScheduleA/PrincipalBusinessActivityCd0212000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt052469
IRS990TScheduleA/TotalOrdinaryGainLossAmt076908
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0130152
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0130152
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0.
IRS990TScheduleA/UBIBeforeNOLDedAmt077683
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt036772
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt01846
IRS990T/TaxLessCreditsAmt01846
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04500
IRS990T/TotalTaxAmt01846
IRS990T/TotalTaxComputationAmt01846
IRS990T/TotalUBTIAmt09208
IRS990T/TotalUBTIBeforeNOLSpecificAmt018386
IRS990T/TotalUBTIBeforeSection199AAmt010208
IRS990T/TotalUBTIComputedAmt036772
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUFUS WHITLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02104213426
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The LRW Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LRWC
ReturnHeader/Filer/EIN0208673013
ReturnHeader/Filer/InCareOfNm0% RUFUS WHITLEY
ReturnHeader/Filer/PhoneNum04326846311
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 Oblate Drive
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08200 W Interstate 10 Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782303806
ReturnHeader/PreparerPersonGrp/PhoneNum02103419400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Quintana-Perron
ReturnHeader/ReturnTs02021-11-15T11:56:15-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUFUS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITLEY
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.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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