Civic Intelligence

The D Truitt and Lorna Davis Foundation

EIN 30-0176266 • 501(c)3 • Houston, TX

Profile

To make grants to and engage in support activities for the exclusive benefit of the public charity known as Yellowstone Academy, Houston, TX.

1623 HarvardHouston, TX 77008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,709,990

Up $20,061 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,709,990

Up $20,061 (+0.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin67th percentile

Revenue

Up

$141,304

Up $33,566 (+31%) from 2023

Expenses

Up

$120,105

Up $17,027 (+17%) from 2023

Net Income

Up

$21,199

Up $16,539 (+355%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,678,197Liabilities 2010: $408Net Assets 2010: $3,677,7892010Assets 2011: $3,626,538Liabilities 2011: $408Net Assets 2011: $3,626,1302011Assets 2012: $3,420,433Liabilities 2012: $5,983Net Assets 2012: $3,414,4502012Assets 2013: $3,431,338Liabilities 2013: $3,105Net Assets 2013: $3,428,2332013Assets 2014: $3,551,011Liabilities 2014: $0Net Assets 2014: $3,551,0112014Assets 2015: $3,567,467Liabilities 2015: $0Net Assets 2015: $3,567,4672015Assets 2016: $3,607,246Liabilities 2016: $0Net Assets 2016: $3,607,2462016Assets 2017: $3,441,790Liabilities 2017: $0Net Assets 2017: $3,441,7902017Assets 2018: $3,386,645Liabilities 2018: $0Net Assets 2018: $3,386,6452018Assets 2019: $3,559,758Liabilities 2019: $0Net Assets 2019: $3,559,7582019Assets 2020: $3,382,453Liabilities 2020: $0Net Assets 2020: $3,382,4532020Assets 2021: $3,500,921Liabilities 2021: $0Net Assets 2021: $3,500,9212021Assets 2022: $3,687,274Liabilities 2022: $0Net Assets 2022: $3,687,2742022Assets 2023: $3,689,929Liabilities 2023: $0Net Assets 2023: $3,689,9292023Assets 2024: $3,709,990Liabilities 2024: $0Net Assets 2024: $3,709,9902024

Highlighted filing

2024

Assets$3,709,990
Liabilities$0
Net Assets$3,709,990
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $166,2462010Expenses 2011: $179,5512011Expenses 2012: $131,2172012Revenue 2013: $150,950Expenses 2013: $137,167Net Income 2013: $13,7832013Revenue 2014: $260,571Expenses 2014: $137,793Net Income 2014: $122,7782014Revenue 2015: $196,015Expenses 2015: $179,559Net Income 2015: $16,4562015Revenue 2016: $112,664Expenses 2016: $72,885Net Income 2016: $39,7792016Revenue 2017: $134,286Expenses 2017: $125,547Net Income 2017: $8,7392017Revenue 2018: $102,762Expenses 2018: $155,953Net Income 2018: -$53,1912018Revenue 2019: $188,651Expenses 2019: $14,489Net Income 2019: $174,1622019Revenue 2020: -$120,160Expenses 2020: $58,212Net Income 2020: -$178,3722020Revenue 2021: $127,463Expenses 2021: $15,680Net Income 2021: $111,7832021Revenue 2022: $345,618Expenses 2022: $161,296Net Income 2022: $184,3222022Revenue 2023: $107,738Expenses 2023: $103,078Net Income 2023: $4,6602023Revenue 2024: $141,304Expenses 2024: $120,105Net Income 2024: $21,1992024

Highlighted filing

2024

Revenue$141,304
Expenses$120,105
Net Income$21,199
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,709,990
Liabilities
$0
Net assets
$3,709,990
Revenue
$141,304
Expenses
$120,105
Net income
$21,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.11$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.35$0.16$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.13$0.02$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.12$0.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.19$0.01$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.10$0.16$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.11$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.20$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.26$0.14$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.15$0.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.01$3.41$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$268,864
Mission and Program Overview

Mission

To make grants to and engage in support activities for the exclusive benefit of the public charity known as Yellowstone Academy, Houston, TX.

Support of public charity known as Yellowstone Academy, Houston, TX.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,689,929$3,709,990▲ $20,061
Investments Other Securities$3,044,921$2,988,380▼ $56,541
Savings and Temporary Cash Investments$645,008$721,610▲ $76,602
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,689,929$3,709,990▲ $20,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,689,929$3,709,990▲ $20,061
Total Liabilities and Net Assets / Fund Balance$3,689,929$3,709,990▲ $20,061

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$71,747--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bryan FisherDirector, President
Jordan MathewsDirector, Vice President
Grant JamesDirector
Paul Thompson JrDirector
Lamar MathewsDirector, Secretary
Jim RebelloDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$107,416
Other Revenue
$33,888
Change in Net Assets
$21,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$109,666
Other Expenses$10,439
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,666--$109,666
Other Expenses-$10,439-$10,439
Total Functional Expenses$109,666$10,439$0$120,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yellowstone AcademyHouston, TX501(c)(3)Support activities for the benefit of the public charity known as Yellowstone Academy$109,666
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“The bylaws require that two of the five positions on the Board shall always be occupied by members of the D. Truitt and Lorna Davis family or their designees.”

Form 990, Part VI, Section B, line 11B

“The Board of Directors meet to review and discuss the Form 990 before it is filed. Any directors that cannot attend the meeting are emailed a copy of the Form 990 for review and comment.”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are made available upon a reasonable request.”

Filing and Contact Details

Filer

Filer Name
The D Truitt and Lorna Davis Foundation
EIN
30-0176266
Phone
7138683530
Address
1623 Harvard, Houston, TX 77008

Signing Officer

Name
Lamar Mathews
Title
Secretary
Phone
7138683530
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lamar Mathews
Formed
2003
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Wolfe and Company PC
Address
3102 S Clack St Suite 1, Abilene, TX 79606-2299
Preparer
Mark Hudson
Phone
3256984861
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Nondeductible expenses from OFS Energy Fund II K-1 -804. Nondeductible expenses from Colle Capital Partners II, LP -334.”

Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Support of public charity known as Yellowstone Academy, Houston, TX.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lamar Mathews
IRS990/BooksInCareOfDetail/PhoneNum07138683530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01623 Harvard
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077008
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0109666
IRS990/CYInvestmentIncomeAmt0107416
IRS990/CYOtherExpensesAmt010439
IRS990/CYOtherRevenueAmt033888
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt021199
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0120105
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0141304
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Grant to the public charity known as Yellowstone Academy located in Houston, Texas, which is a 501 (c)(3) organization.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109666
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Bryan Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm1Lamar Mathews
IRS990/Form990PartVIISectionAGrp/PersonNm2Jordan Mathews
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Rebello
IRS990/Form990PartVIISectionAGrp/PersonNm4Grant James
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul Thompson Jr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director, President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director, Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director, Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director, Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-7131
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0109666
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0109666
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0109666
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0120429
IRS990/GrossReceiptsAmt0268864
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0114547
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114547
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03044921
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02988380
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0127560
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To make grants to and engage in support activities for the exclusive benefit of the public charity known as Yellowstone Academy, Houston, TX.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03689929
IRS990/NetAssetsOrFundBalancesEOYAmt03709990
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7131
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-7131
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1138
IRS990/OtherExpensesGrp/Desc0Portfolio expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010439
IRS990/OtherExpensesGrp/TotalAmt010439
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/Desc0K-1 OFS Energy Fund II
IRS990/OtherRevenueMiscGrp/Desc1K-1 Colle Capital Part
IRS990/OtherRevenueMiscGrp/ExclusionAmt034597
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-709
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034597
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-709
IRS990/OtherRevenueTotalAmt033888
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lamar Mathews
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt094000
IRS990/PYInvestmentIncomeAmt051069
IRS990/PYOtherExpensesAmt09078
IRS990/PYOtherRevenueAmt056669
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04660
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0103078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0107738
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt021199
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03689929
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03709990
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0645008
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0721610
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0760686870
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0109666
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yellowstone Academy
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0109666
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014584
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1500091
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2198740
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3570013
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4310955
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5565080
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt698649
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7222756
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8150129
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt949636
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10236000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1171747
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OFS Energy Fund II
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Tortoise MLP & Pipeline
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AIC Income Fund QP REIT, Inc.
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Vanguard S&P 500 ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Vanguard High Div Yld ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Vanguard Total Stk Mkt ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AIC Income Fund II QP REIT, Inc.
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Net Lease Private QP XII
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Colle Capital Partners II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc9AIC Income Fund III QP REIT Inc.
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Schwab Funds Treas Obligation
IRS990ScheduleD/OtherSecuritiesGrp/Desc11Colle Capital Partners III, LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02988380
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0109666
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support activities for the benefit of the public charity known as Yellowstone Academy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Yellowstone Academy
IRS990ScheduleI/RecipientTable/RecipientEIN0760686870
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03000 Trulley Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077004
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation Board met with the founder, executive director and Board of Yellowstone Academy, toured the school, confirmed accreditation, checked references, and reviewed financials. After much research, we learned that the population that Yellowstone serves (children of extreme poverty) have greater results and benefits if instructional hours at school are extended for each child. The Foundation is funding a new program at Yellowstone to extend the instructional day for early childhood students. The program will be monitored by the treasurer of the Foundation Board, Jim Rebello, who is on site daily at Yellowstone. Jim will provide a full progress report verbally when the Foundation Board meets. The Foundation Board will be presented with financial information periodically (at least annually) as well as a written report annually after the close of each school year.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The bylaws require that two of the five positions on the Board shall always be occupied by members of the D. Truitt and Lorna Davis family or their designees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors meet to review and discuss the Form 990 before it is filed. Any directors that cannot attend the meeting are emailed a copy of the Form 990 for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and financial statements are made available upon a reasonable request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Nondeductible expenses from OFS Energy Fund II K-1 -804. Nondeductible expenses from Colle Capital Partners II, LP -334.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Yellowstone Academy
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0760686870
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03000 Trulley Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03689929
IRS990/TotalAssetsEOYAmt03709990
IRS990/TotalAssetsGrp/BOYAmt03689929
IRS990/TotalAssetsGrp/EOYAmt03709990
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109666
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120105
IRS990/TotalGrossUBIAmt0-7131
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03689929
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03709990
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109666
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0148435
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141304
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-7131
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03689929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03709990
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01623 Harvard
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077008
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lamar Mathews
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07138683530
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The D Truitt and Lorna Davis Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Lamar Mathews
ReturnHeader/Filer/BusinessNameControlTxt0DTRU
ReturnHeader/Filer/EIN0300176266
ReturnHeader/Filer/PhoneNum07138683530
ReturnHeader/Filer/USAddress/AddressLine1Txt01623 Harvard
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752686957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wolfe and Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03102 S Clack St Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Abilene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796062299
ReturnHeader/PreparerPersonGrp/PhoneNum03256984861
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Hudson
ReturnHeader/ReturnTs02025-11-13T15:24:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.