Civic Intelligence

Kiefer Charitable Foundation

990PF • Fiscal year 2021 • EIN 25-6398522

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 19, 2022

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$13,825

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.9%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

78%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,978,591

Down $16,978 (-0.9%) from 2020

Net Assets

Down

$1,978,591

Down $16,978 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin16th percentile

Revenue

Up

$140,723

Up $61,558 (+78%) from 2020

Expenses

Up

$158,119

Up $1,879 (+1.2%) from 2020

Net Income

Up

-$17,396

Up $59,679 (+77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,632,082Liabilities 2014: $0Net Assets 2014: $1,632,0822014Assets 2015: $1,581,626Liabilities 2015: $0Net Assets 2015: $1,581,6262015Assets 2016: $1,549,090Liabilities 2016: $0Net Assets 2016: $1,549,0902016Assets 2017: $1,515,172Liabilities 2017: $0Net Assets 2017: $1,515,1722017Assets 2018: $1,519,166Liabilities 2018: $0Net Assets 2018: $1,519,1662018Assets 2019: $2,072,297Liabilities 2019: $0Net Assets 2019: $2,072,2972019Assets 2020: $1,995,569Liabilities 2020: $0Net Assets 2020: $1,995,5692020Assets 2021: $1,978,591Liabilities 2021: $0Net Assets 2021: $1,978,5912021Assets 2022: $1,880,357Liabilities 2022: $0Net Assets 2022: $1,880,3572022Assets 2023: $1,883,388Liabilities 2023: $0Net Assets 2023: $1,883,3882023Assets 2024: $1,786,440Liabilities 2024: $0Net Assets 2024: $1,786,4402024

Highlighted filing

2021

Assets$1,978,591
Liabilities$0
Net Assets$1,978,591
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,380,799Expenses 2014: $54,061Net Income 2014: $1,326,7382014Revenue 2015: $59,925Expenses 2015: $95,468Net Income 2015: -$35,5432015Revenue 2016: $166,631Expenses 2016: $99,253Net Income 2016: $67,3782016Revenue 2017: $58,597Expenses 2017: $85,481Net Income 2017: -$26,8842017Revenue 2018: $110,376Expenses 2018: $108,113Net Income 2018: $2,2632018Revenue 2019: $1,357,928Expenses 2019: $105,704Net Income 2019: $1,252,2242019Revenue 2020: $79,165Expenses 2020: $156,240Net Income 2020: -$77,0752020Revenue 2021: $140,723Expenses 2021: $158,119Net Income 2021: -$17,3962021Revenue 2022: $89,764Expenses 2022: $187,034Net Income 2022: -$97,2702022Revenue 2023: $177,708Expenses 2023: $174,155Net Income 2023: $3,5532023Revenue 2024: $88,537Expenses 2024: $184,425Net Income 2024: -$95,8882024

Highlighted filing

2021

Revenue$140,723
Expenses$158,119
Net Income-$17,396
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 19, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$13,825-$13,825
JACOB KIEFERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Kiefer Charitable Foundation
EIN
25-6398522
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2022-04-19
Raw XML AppendixShowing 400 of 575 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt056298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt616444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1338706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1427706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1669207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1750204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18110726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1934825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2039976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2164361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2320000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24185098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2547367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2649037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27245750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28288124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3493697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35111153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3789993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt065948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1177960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4155088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt586855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt665432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt734988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8200856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1120052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1219664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1350696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14269056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1526488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1682614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17107913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18171024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1967361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2057292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2160740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22252263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2320502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24186589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25278495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26103929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27246247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28296644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2980812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3010848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3317212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34213084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35123877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3677141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37120212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287655 ISHARES TR RUSSELL 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm273935A104 POWERSHARES QQQ TR U
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm325179M103 DEVON ENERGY CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm574005P104 PRAXAIR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6G47791101 INGERSOLL-RAND CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7369604103 GENERAL ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8911312106 UNITED PARCEL SVC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10548661107 LOWE'S COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1366987V109 NOVARTIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15254709108 DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1646625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17693475105 PNC FINCL SERVICES G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1874144T108 PRICE T ROWE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19949746101 WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2017275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21458140100 INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2430161N101 EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25197199409 COLUMBIA ACORN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2619763T889 COLUMBIA INCOME OPPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2719765H362 COLUMBIA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2819765N518 COLUMBIA CORPORATE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29197199813 COLUMBIA ACORN INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30G0176J109 ALLEGION PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31464287465 ISHARES MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32464287499 ISHARES RUSSELL MIDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3378464A607 SPDR DJ WILSHRE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3481369Y605 SPDR US FINANCIAL SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35378690820 GLENMEDE SMALL CAP E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3619765J830 COLUMBIA MID CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37258620103 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3822544R305 CREDIT SUISSE COMMOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39008882532 INVESCO INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40808090757 SCHRODER EMERGING MK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4181369Y860 REAL ESTATE SELECT S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4230303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4341665H847 HARTFORD MUT FDS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4419765M239 COLUMBIA FUNDS SERIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4519763T806 COLUMBIA INCOME OPPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4619765M213 COLUMBIA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4746090E103 INVESCO QQQ TR SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48G5494J103 LINDE PLC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4909250J734 BLACKROCK EVENT DRIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5009260B382 BLACKROCK STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5214448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5345687V106 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5468902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5575513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5719766M873 COLUMBIA CORPORATE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5800889A400 INVESCO INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5941665X859 HARTFORD SCHRODERS E
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt063113
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066541
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011069
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0140723
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140723
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066541
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05530
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08295
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013825
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0142000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0142000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062853
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt063113
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17396
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0144644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066541
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0119350
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0999
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0148030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0129394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140723
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016119
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt624112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt724148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt824148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt924148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1024148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1124148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1224148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1324148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt624112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt634019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01208.897 BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11200.768 BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21482.213 COLUMBIA SHORT TERM BOND FUND CL INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31372.37 COLUMBIA CORPORATE INCOME FD CL INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41419.111 DOUBLELINE TOTAL RETURN BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550. META PLATFORMS INC CLASS A COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100. INVESCO QQQ TR SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066541
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17396
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0421
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01978594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01995569
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01978591
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0180789
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0180789
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0180789
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0182448
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01659
IRS990PF/DistributableAmountGrp/TotalTaxAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0642
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01017
IRS990PF/FMVAssetsEOYAmt03976412
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01995569
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01978591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01956447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01878341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03876162
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0100250
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0100250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01995569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01978591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03976412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01995569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01978591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01995569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01978591
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03704519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047477
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03657042
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055568
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0182448
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03648951
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03704519
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACOB KIEFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 40200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0752653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1322030200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0148030
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0148030
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752653067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING PURPOSE OF GRANT AND ACTIVITY OR ORGANIZATION; CONTACT TRUSTEE FOR DETAILS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,978,591
Liabilities
$0
Net assets
$1,978,591
Revenue
$140,723
Expenses
$158,119
Net income
-$17,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.18$0.17$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.36$0.11$1.25
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.17$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.38$0.05$1.33