Civic Intelligence

The Ewing Halsell Foundation

990PF • Fiscal year 2020 • EIN 30-0654055

Jul 01, 2019 to Jun 30, 2020 • Filed on May 19, 2021

Organization Profile

View Organization Page

711 Navarro No 737San Antonio, TX 78205

(210) 223-2649

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$193,500

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

45th percentile

4.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

150%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$118,757,259

Up $5,129,980 (+4.5%) from 2019

Net Assets

Up

$118,754,103

Up $5,129,780 (+4.5%) from 2019

Liabilities

Up

$3,156

Up $200 (+6.8%) from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin86th percentile

Revenue

Up

$13,982,190

Up $8,392,302 (+150%) from 2019

Expenses

Down

$8,851,904

Down $130,954 (-1.5%) from 2019

Net Income

Up

$5,130,286

Up $8,523,256 (+251%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$200M$150M$100M$50M$0Assets 2012: $125,801,276Liabilities 2012: $24,277Net Assets 2012: $125,776,9992012Assets 2013: $123,711,884Liabilities 2013: $40,944Net Assets 2013: $123,670,9402013Assets 2014: $119,953,812Liabilities 2014: $0Net Assets 2014: $119,953,8122014Assets 2015: $121,098,365Liabilities 2015: $0Net Assets 2015: $121,098,3652015Assets 2016: $115,783,175Liabilities 2016: $1,752Net Assets 2016: $115,781,4232016Assets 2017: $114,471,259Liabilities 2017: $2,620Net Assets 2017: $114,468,6392017Assets 2018: $117,018,725Liabilities 2018: $2,543Net Assets 2018: $117,016,1822018Assets 2019: $113,627,279Liabilities 2019: $2,956Net Assets 2019: $113,624,3232019Assets 2020: $118,757,259Liabilities 2020: $3,156Net Assets 2020: $118,754,1032020Assets 2021: $128,225,154Liabilities 2021: $14,614Net Assets 2021: $128,210,5402021Assets 2022: $143,425,830Liabilities 2022: $55,932Net Assets 2022: $143,369,8982022Assets 2023: $147,397,048Liabilities 2023: $3,544Net Assets 2023: $147,393,5042023Assets 2024: $154,256,346Liabilities 2024: $4,017Net Assets 2024: $154,252,3292024

Highlighted filing

2020

Assets$118,757,259
Liabilities$3,156
Net Assets$118,754,103
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $9,034,0442012Expenses 2013: $9,365,8692013Revenue 2014: $6,503,800Expenses 2014: $10,220,928Net Income 2014: -$3,717,1282014Revenue 2015: $11,626,032Expenses 2015: $10,481,479Net Income 2015: $1,144,5532015Revenue 2016: $6,268,713Expenses 2016: $11,585,655Net Income 2016: -$5,316,9422016Revenue 2017: $8,948,658Expenses 2017: $10,261,442Net Income 2017: -$1,312,7842017Revenue 2018: $12,116,445Expenses 2018: $9,568,902Net Income 2018: $2,547,5432018Revenue 2019: $5,589,888Expenses 2019: $8,982,858Net Income 2019: -$3,392,9702019Revenue 2020: $13,982,190Expenses 2020: $8,851,904Net Income 2020: $5,130,2862020Revenue 2021: $18,962,628Expenses 2021: $9,505,931Net Income 2021: $9,456,6972021Revenue 2022: $23,701,014Expenses 2022: $8,539,516Net Income 2022: $15,161,4982022Revenue 2023: $14,131,547Expenses 2023: $10,104,928Net Income 2023: $4,026,6192023Revenue 2024: $16,943,629Expenses 2024: $10,081,946Net Income 2024: $6,861,6832024

Highlighted filing

2020

Revenue$13,982,190
Expenses$8,851,904
Net Income$5,130,286
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 19, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackie MoczygembaExecutive DirectorFT$193,500-$193,500
Edward H Austin JrDirector-$25,000-$25,000
William HarteDirector-$25,000-$25,000
William ScanlanDirector-$25,000-$25,000
Steve C LewisDirector-$25,000-$25,000
Hugh A Fitzsimons JrDirector-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
The Ewing Halsell Foundation
EIN
30-0654055
Phone
2102232649
Address
711 Navarro No 737, San Antonio, TX 78205

Signing Officer

Name
Jackie Moczygemba
Title
Executive Director
Phone
2102232640
Signed
2021-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Owens Consortium PLLC
Address
200 Concord Plaza Ste 550, San Antonio, TX 78216
Preparer
David S Owens
Phone
2104995650
Raw XML AppendixShowing 400 of 1,085 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt460510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55233521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-130902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7587547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt842846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9228061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1019149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11378750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-143834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13123645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-24483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-25898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-96692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-21496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18283369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-62416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-460828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21271450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223916121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02061781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1822331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22798809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3524002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412363631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51185850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62619239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7494609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8640241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9536574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101541191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11324616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12639050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1397484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14563532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15271954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16611555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174908406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181748077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192375910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202016890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217952956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Merrill Lynch Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Merrill Lynch Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Morgan Stanley Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Morgan Stanley Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Gardner Russo Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Gardner Russo Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GS Fiducirary Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GS Fiduciary Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Avalon Core Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Avalon Core Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Avalon US Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Avalon US Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GS Yacktman Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GS Yacktman Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Polen Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Polen Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Quantum Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Quantum Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Richmond Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19Richmond Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Vulcan Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21Vulcan Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22Private Equity Funds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Echo Street K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24Echo Street K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010622003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05130286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0506
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0118754609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0113624323
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0118754103
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07105787
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07105787
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07105787
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07364201
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0258414
IRS990PF/DistributableAmountGrp/TotalTaxAmt0258414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0257128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0258414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0258414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0258414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0257128
IRS990PF/FMVAssetsEOYAmt0149988156
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07247649
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01346942
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01346942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt09728352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011564301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011941640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt051549149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt052620776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt066001116
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0113624323
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0118754103
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0194717
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0229094
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt044188
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt034377
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt034377
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt059195
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038770098
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043638646
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt061013868
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02956
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03156
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0150290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03431274
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03431274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0113627279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0118757259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0149988156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02956
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0113627279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0118757259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0113624323
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0118754103
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt06137553
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt06061748
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt06218939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0149526920
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0933573
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0148593347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02242904
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07364201
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0147284016
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0149526920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Jackson Walker LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BBR Partners
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Pershing - Gardner Russo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Goldman Sachs Yachtman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4Mastrapasqua Asset Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0187013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2126087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3119168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt460416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0112 E Pecan St Ste 2400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1140 East 45th Street 26th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2223 East Chestnut Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31000 Louisiana St Ste 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4200 Concord Plaza Dr Ste 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Lancaster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4San Antonio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd078205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd217602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd377002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd478216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.75

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,757,259
Liabilities
$3,156
Net assets
$118,754,103
Revenue
$13,982,190
Expenses
$8,851,904
Net income
$5,130,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$154$0.00$154$16.9$10.1$6.86
2023Detailed filing. Detailed filing data is available for this year.$147$0.00$147$14.1$10.1$4.03
2022Detailed filing. Detailed filing data is available for this year.$143$0.06$143$23.7$8.54$15.2
2021Detailed filing. Detailed filing data is available for this year.$128$0.01$128$19.0$9.51$9.46
2020Detailed filing. Detailed filing data is available for this year.$119$0.00$119$14.0$8.85$5.13
2019Detailed filing. Detailed filing data is available for this year.$114$0.00$114$5.59$8.98$3.39
2018Detailed filing. Detailed filing data is available for this year.$117$0.00$117$12.1$9.57$2.55
2017Detailed filing. Detailed filing data is available for this year.$114$0.00$114$8.95$10.3$1.31
2016Detailed filing. Detailed filing data is available for this year.$116$0.00$116$6.27$11.6$5.32
2015Detailed filing. Detailed filing data is available for this year.$121$0.00$121$11.6$10.5$1.14
2014Detailed filing. Detailed filing data is available for this year.$120$0.00$120$6.50$10.2$3.72
2013Detailed filing. Detailed filing data is available for this year.$124$0.04$124$9.37
2012Detailed filing. Detailed filing data is available for this year.$126$0.02$126$9.03