Civic Intelligence

Texas Bank & Trust Charitable Trust Foundation

990PF • Fiscal year 2017 • EIN 45-6189590

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 09, 2018

Organization Profile
P O Box 3188Longview, TX 75606

(903) 273-5519

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$85,322

Up $12,322 (+17%) from 2016

Net Assets

Up

$85,322

Up $12,322 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$23,522

Up $7,598 (+48%) from 2016

Expenses

Down

$11,200

Down $2,821 (-20%) from 2016

Net Income

Up

$12,322

Up $10,419 (+548%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$100K$50K$0Assets 2011: $52,244Liabilities 2011: $02011Assets 2012: $57,527Liabilities 2012: $0Net Assets 2012: $57,5272012Assets 2013: $65,059Liabilities 2013: $0Net Assets 2013: $65,0592013Assets 2014: $72,998Liabilities 2014: $0Net Assets 2014: $72,9982014Assets 2015: $71,097Liabilities 2015: $0Net Assets 2015: $71,0972015Assets 2016: $73,000Liabilities 2016: $0Net Assets 2016: $73,0002016Assets 2017: $85,322Liabilities 2017: $0Net Assets 2017: $85,3222017Assets 2018: $87,832Liabilities 2018: $0Net Assets 2018: $87,8322018Assets 2019: $85,957Liabilities 2019: $0Net Assets 2019: $85,9572019Assets 2020: $75,610Liabilities 2020: $0Net Assets 2020: $75,6102020Assets 2021: $75,855Liabilities 2021: $0Net Assets 2021: $75,8552021Assets 2022: $70,619Liabilities 2022: $0Net Assets 2022: $70,6192022Assets 2023: $61,487Liabilities 2023: $0Net Assets 2023: $61,4872023Assets 2024: $65,638Liabilities 2024: $0Net Assets 2024: $65,6382024

Highlighted filing

2017

Assets$85,322
Liabilities$0
Net Assets$85,322
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $56,270Expenses 2011: $4,026Net Income 2011: $52,2442011Expenses 2012: $2,4032012Revenue 2013: $11,532Expenses 2013: $4,000Net Income 2013: $7,5322013Revenue 2014: $17,244Expenses 2014: $9,305Net Income 2014: $7,9392014Revenue 2015: $12,450Expenses 2015: $14,351Net Income 2015: -$1,9012015Revenue 2016: $15,924Expenses 2016: $14,021Net Income 2016: $1,9032016Revenue 2017: $23,522Expenses 2017: $11,200Net Income 2017: $12,3222017Revenue 2018: $16,511Expenses 2018: $14,001Net Income 2018: $2,5102018Revenue 2019: $15,402Expenses 2019: $17,277Net Income 2019: -$1,8752019Revenue 2020: $15,658Expenses 2020: $26,005Net Income 2020: -$10,3472020Revenue 2021: $11,200Expenses 2021: $10,955Net Income 2021: $2452021Revenue 2022: $13,699Expenses 2022: $18,935Net Income 2022: -$5,2362022Revenue 2023: $14,207Expenses 2023: $23,339Net Income 2023: -$9,1322023Revenue 2024: $14,463Expenses 2024: $10,312Net Income 2024: $4,1512024

Highlighted filing

2017

Revenue$23,522
Expenses$11,200
Net Income$12,322
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH PURVISSec/Treas-$0--
GAIL BEEMANVice Chairman-$0--
LORI OSBORNEChairman-$0--
CONNIE MILLIGANAdministrator-$0--
Filing and Contact Details

Filer

Filer Name
Texas Bank & Trust Charitable Trust
EIN
45-6189590
Phone
9032735519
Address
P O BOX 3188, LONGVIEW, TX 75606

Signing Officer

Name
Lori Osborne
Title
Chairman
Signed
2018-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer
Gary D Penkilo
Phone
9035976311
Raw XML Appendix245 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
AppliedToPriorYearElection/ElectionDesc0Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2014 Amount: 3349 Tax Year: 2015 Amount: 657
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0140
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0140
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt023382
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012322
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012322
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt085322
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt073000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt085322
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04006
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04006
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04006
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04007
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/DistributableAmountGrp/TotalTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt085322
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt073000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt085322
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt081362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt081362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01220
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04007
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt080142
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt081362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEITH PURVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL BEEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LORI OSBORNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CONNIE MILLIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 3188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 3188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 3188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O BOX 3188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONGVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LONGVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LONGVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LONGVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375606
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.127893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.19666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.20284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.13752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt080142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt071284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt070741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt067632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt060214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt054129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.639464
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011199
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011200
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONGVIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CONNIE MILLIGAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum09032375500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTIONS TO INDIVIDUALS IN NEED OF FINANCIAL HELP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0EMPLOYEES OF MAJOR DONOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 3188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011637
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029663
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt011200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TEXAS BANK TRUST COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0P O BOX 3188
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LONGVIEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075606
IRS990ScheduleB/ContributorInformationGrp/PayrollContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023382
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEXAS BANK & TRUST CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0456189590
ReturnHeader/Filer/PhoneNum09032735519
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3188
ReturnHeader/Filer/USAddress/CityNm0LONGVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary D Penkilo
ReturnHeader/ReturnTs02018-04-10T14:53:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,322
Liabilities
$0
Net assets
$85,322
Revenue
$23,522
Expenses
$11,200
Net income
$12,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$14.5$10.3$4.15
2023Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$14.2$23.3$9.13
2022Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$13.7$18.9$5.24
2021Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$11.2$11.0$0.25
2020Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$15.7$26.0$10.3
2019Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$15.4$17.3$1.88
2018Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$16.5$14.0$2.51
2017Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$23.5$11.2$12.3
2016Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$15.9$14.0$1.90
2015Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$12.5$14.4$1.90
2014Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$17.2$9.31$7.94
2013Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$11.5$4.00$7.53
2012Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$2.40
2011Summary only. Only limited summary data is available for this year.$52.2$0.00$56.3$4.03$52.2