Civic Intelligence

Morrison Edward W

990PF • Fiscal year 2021 • EIN 36-6009955

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 22, 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

45th percentile

11%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

59th percentile

$43,145

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

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

Asset Growth

31st percentile

0.8%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

96th percentile

574%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,024,568

Up $24,356 (+0.8%) from 2020

Net Assets

Up

$3,024,568

Up $24,356 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin45th percentile

Revenue

Up

$228,519

Up $194,590 (+574%) from 2020

Expenses

Up

$204,219

Up $3,129 (+1.6%) from 2020

Net Income

Up

$24,300

Up $191,461 (+115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,392,490Liabilities 2014: $0Net Assets 2014: $3,392,4902014Assets 2015: $3,353,061Liabilities 2015: $0Net Assets 2015: $3,353,0612015Assets 2016: $3,253,215Liabilities 2016: $0Net Assets 2016: $3,253,2152016Assets 2017: $3,331,404Liabilities 2017: $0Net Assets 2017: $3,331,4042017Assets 2018: $3,270,793Liabilities 2018: $0Net Assets 2018: $3,270,7932018Assets 2019: $3,167,005Liabilities 2019: $0Net Assets 2019: $3,167,0052019Assets 2020: $3,000,212Liabilities 2020: $0Net Assets 2020: $3,000,2122020Assets 2021: $3,024,568Liabilities 2021: $0Net Assets 2021: $3,024,5682021Assets 2022: $2,940,421Liabilities 2022: $0Net Assets 2022: $2,940,4212022Assets 2023: $2,728,531Liabilities 2023: $0Net Assets 2023: $2,728,5312023Assets 2024: $2,704,834Liabilities 2024: $0Net Assets 2024: $2,704,8342024

Highlighted filing

2021

Assets$3,024,568
Liabilities$0
Net Assets$3,024,568
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200K-$400KRevenue 2014: $307,333Expenses 2014: $185,936Net Income 2014: $121,3972014Revenue 2015: $154,446Expenses 2015: $193,011Net Income 2015: -$38,5652015Revenue 2016: $83,519Expenses 2016: $182,381Net Income 2016: -$98,8622016Revenue 2017: $262,283Expenses 2017: $197,144Net Income 2017: $65,1392017Revenue 2018: $129,215Expenses 2018: $188,817Net Income 2018: -$59,6022018Revenue 2019: $96,515Expenses 2019: $201,493Net Income 2019: -$104,9782019Revenue 2020: $33,929Expenses 2020: $201,090Net Income 2020: -$167,1612020Revenue 2021: $228,519Expenses 2021: $204,219Net Income 2021: $24,3002021Revenue 2022: $148,668Expenses 2022: $231,756Net Income 2022: -$83,0882022Revenue 2023: $122,794Expenses 2023: $334,381Net Income 2023: -$211,5872023Revenue 2024: $211,842Expenses 2024: $234,547Net Income 2024: -$22,7052024

Highlighted filing

2021

Revenue$228,519
Expenses$204,219
Net Income$24,300
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 22, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$43,145-$43,145
Filing and Contact Details

Filer

Filer Name
Morrison Edward W
EIN
36-6009955
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2022-03-22
Raw XML AppendixShowing 400 of 478 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.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0084670BF4 BERKSHIRE HATHAWAY I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1713448BW7 PEPSICO INC UNSECD S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2742718DY2 PROCTER & GAMBLE CO/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm324422ERH4 DEERE JOHN CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm402665WBF7 AMERICAN HONDA FIN C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5037833BF6 APPLE INC GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6166764BK5 CHEVRON CORP GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm746625HJX9 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm894974BGH7 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9035242AL0 ANHEUSER-BUSCH INBEV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1089233P7F7 TOYOTA MTR CR CORP S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1191324PBV3 UNITEDHEALTH GROUP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1206406RAG2 BANK OF NY MELLON CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1368389XBT1 ORACLE CORP GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14718172CH0 PHILIP MORRIS INTL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1589236TJD8 TOYOTA MOTOR CREDIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050244
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149379
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt350273
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt451122
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8105914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt952745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1050026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt250428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt351088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt452916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt552221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt751780
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8102384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt951991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1049887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0302540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2290699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3125000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt584841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6185000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt870000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt967500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1072494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1130000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1232000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1372500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1435234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15179340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16342629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17163718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1880000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0949920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1147539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2354717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3154805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt463999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5140419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6222350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt789944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt884346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1074978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1375071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1442740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15179340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16497835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17238397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1868225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464287564 ISHARES COHEN & STEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm378462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm478467Y107 SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5277905642 EATON VANCE LARGE CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6018914408 AB DISCOVERY VALUE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm719765E823 COLUMBIA ULTRA SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm819766M840 COLUMBIA DIVIDEND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9780905691 ROYCE OPPORTUNITY FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1019765Y365 COLUMBIA LARGE CAP G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11277911491 EATON VANCE FLTG RAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1264128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1374925K581 BOSTON PARTNERS LONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1409260B382 BLACKROCK STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15524686672 BRANDYWINEGLBL GLBL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1674925K367 ABBEY CAPITAL FUTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17589509108 THE MERGER FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1878463V107 SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19543495840 LOOMIS SAYLES BOND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2222544R305 CREDIT SUISSE COMMOD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0120475
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0108044
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0228519
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0228519
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108044
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017258
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025887
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt043145
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0157615
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0157615
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0120475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0120475
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0434009
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0108044
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0200238
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01644
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0175388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0204219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0228519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0228519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt046604
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt579470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt932567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt87433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt978785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1078785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1278785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1378785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1478785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1578785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1678785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1778785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1878785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt87433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt326000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940000
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0800. ISHARES COHEN & STEERS REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200. ISHARES COHEN & STEERS REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2932.14 COLUMBIA DIVIDEND INCOME FUND CL INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3925.926 COLUMBIA DIVIDEND INCOME FUND CL INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4864.012 LOOMIS SAYLES BOND FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc58839.779 COLUMBIA ULTRA SHORT TERM BOND FUND INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6666.889 COLUMBIA DIVIDEND INCOME FUND CL INSTL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750000. AMERICAN HONDA FIN CORP SR UNSECD MTN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850000. PEPSICO INC UNSECD SR NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91629.992 EATON VANCE LARGE CAP VALUE FUND CL I
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/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108044
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt024300
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt056
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03024568
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03000212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03024568
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0201019
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0201019
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0201019
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0203802
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02783
IRS990PF/DistributableAmountGrp/TotalTaxAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0632
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0632
IRS990PF/FMVAssetsEOYAmt04242385
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03000212
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03024568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0504555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0610890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0613005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02382768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02298952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03514654
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0112889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0114726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0114726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03000212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03024568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04242385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03000212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03024568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03000212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03024568
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04138112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031574
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04106538
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062072
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0203802
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04076040
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04138112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt043145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0752653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0175388
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0175388
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/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0157615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CARE FOR INDIGENT NURSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON & JANE SMITH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02340 W 113TH PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0606434107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0157615
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false

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
$3,024,568
Liabilities
$0
Net assets
$3,024,568
Revenue
$228,519
Expenses
$204,219
Net income
$24,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.21$0.23$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.12$0.33$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.15$0.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.23$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.03$0.20$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.20$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.13$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.26$0.20$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.08$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.31$0.19$0.12