Civic Intelligence

Bancroft-Clair Foundation Inc.

990PF • Fiscal year 2014 • EIN 46-3320508

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Organization Profile
13501 Galleria Circle 280Austin, TX 78738

(512) 387-4203

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

100th percentile

895974400%

Faster asset growth than 100% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

150403200%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,959,745

Up $8,959,744 (+895974400%) from 2013

Net Assets

$8,959,745

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin88th percentile

Revenue

Up

$1,504,033

Up $1,504,032 (+150403200%) from 2013

Expenses

Up

$768,432

Up $768,432 from 2013

Net Income

Up

$735,601

Up $735,600 (+73560000%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$10M$5.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $8,959,745Liabilities 2014: $0Net Assets 2014: $8,959,7452014Assets 2015: $8,372,093Liabilities 2015: $0Net Assets 2015: $8,372,0932015Assets 2016: $8,107,631Liabilities 2016: $0Net Assets 2016: $8,107,6312016Assets 2017: $7,993,267Liabilities 2017: $0Net Assets 2017: $7,993,2672017Assets 2018: $8,173,130Liabilities 2018: $0Net Assets 2018: $8,173,1302018Assets 2019: $8,487,715Liabilities 2019: $0Net Assets 2019: $8,487,7152019Assets 2020: $8,598,643Liabilities 2020: $0Net Assets 2020: $8,598,6432020Assets 2021: $8,973,519Liabilities 2021: $0Net Assets 2021: $8,973,5192021Assets 2022: $8,945,642Liabilities 2022: $0Net Assets 2022: $8,945,6422022Assets 2023: $8,761,340Liabilities 2023: $0Net Assets 2023: $8,761,3402023Assets 2024: $8,858,495Liabilities 2024: $0Net Assets 2024: $8,858,4952024

Highlighted filing

2014

Assets$8,959,745
Liabilities$0
Net Assets$8,959,745
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1,504,033Expenses 2014: $768,432Net Income 2014: $735,6012014Revenue 2015: $229,390Expenses 2015: $817,042Net Income 2015: -$587,6522015Revenue 2016: $404,504Expenses 2016: $668,966Net Income 2016: -$264,4622016Revenue 2017: $582,714Expenses 2017: $697,078Net Income 2017: -$114,3642017Revenue 2018: $908,734Expenses 2018: $728,871Net Income 2018: $179,8632018Revenue 2019: $1,052,069Expenses 2019: $737,484Net Income 2019: $314,5852019Revenue 2020: $884,091Expenses 2020: $773,163Net Income 2020: $110,9282020Revenue 2021: $1,213,077Expenses 2021: $838,201Net Income 2021: $374,8762021Revenue 2022: $893,708Expenses 2022: $921,585Net Income 2022: -$27,8772022Revenue 2023: $670,971Expenses 2023: $855,273Net Income 2023: -$184,3022023Revenue 2024: $969,555Expenses 2024: $872,400Net Income 2024: $97,1552024

Highlighted filing

2014

Revenue$1,504,033
Expenses$768,432
Net Income$735,601
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R BANCROFTChairman-$0--
PAUL M BANCROFTPresident-$0--
JOHN R BANCROFTVice President/Secretary-$0--
SARA B CLAIRVice President/Secretary-$0--
HELENE S COHENAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Bancroft-clair Foundation Inc
EIN
46-3320508
Phone
5123874203
Address
13501 GALLERIA CIRCLE 280, AUSTIN, TX 78738

Signing Officer

Name
Paul M Bancroft
Title
President
Phone
5123874201
Signed
2015-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Chan CPA
Address
2600 TENTH ST STE 402, BERKELEY, CA 94710
Preparer
Wayne Chan
Phone
5109825558
Raw XML Appendix394 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/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WAYNE CHAN, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0800
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART III, LINE 3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0APPENDIX A
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING 2014, BANCROFT CLAIR FOUNDATION ("TRANSFEROR") TRANSFERRED ALL OF ITS NET ASSETS TO BANCROFT-CLAIR FOUNDATION, INC ("TRANSFEREE") (EIN: 46-3320508), A COMMONLY CONTROLLED PRIVATE FOUNDATION. SUCH A TRANSFER IS DESCRIBED IN TREASURY REGULATION 1.507-3(A)(9), WHICH STATES "IF A PRIVATE FOUNDATION TRANSFERS ALL OF ITS NET ASSETS TO ONE OR MORE PRIVATE FOUNDATIONS WHICH ARE EFFECTIVELY CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE SAME PERSON OR PERSONS WHICH CONTROL THE TRANSFEROR PRIVATE FOUNDATION, FOR PURPOSES OF CHAPTER 42 (SEC 4940) AND PART II OF SUBCHAPTER F OF CHAPTER 1 OF THE CODE (SECTIONS 507-509) SUCH A TRANSFEREE PRIVATE FOUNDATION SHALL BE TREATED AS IF IT WERE THE TRANSFEROR". ADDITIONALLY, IRC SEC 507(B)(2) PROVIDES THAT "IN THE CASE OF A TRANSFER OF ASSETS OF ANY PRIVATE FOUNDATION TO ANOTHER PRIVATE FOUNDATION PURSUANT TO ANY LIQUIDATION, MERGER, REDEMPTION, RECAPITALIZATION, OR OTHER ADJUSTMENT, ORGANIZATION, OR REORGANIZATION, THE TRANSFEREE FOUNDATION SHALL NOT BE TREATED AS A NEWLY CREATED ORGANIZATION."IN ACCORDANCE WITH THIS REGULATION AND CODE SECTION, THE TRANSFEROR FOUNDATION HAS COMPLETED ITS 2014 RETURN TO ALLOCATE ALL OF ITS ACTIVITY TO THE TRANSFEREE FOUNDATION AS IF IT WERE THE TRANSFEROR FOUNDATION FOR PURPOSES OF CHAPTER 42. SIMILARLY, THE TRANSFEREE FOUNDATION HAS COMPLETED ITS 2014 RETURN TO REPORT ALL OF THE ACTIVITY ALLOCATED TO IT BY THE TRANSFEROR FOUNDATION IN ADDITION TO THE ACTIVITY IT CONDUCTED DIRECTLY. THE FOLLOWING IS A SUMMARY BY AREA OF RETURN:PART I: THE TRANSFEREE FOUNDATION HAS PICKED UP THE TRANSFEROR FOUNDATION'S INCOME AND EXPENSE FOR THE PURPOSES OF SECTION 4940.PART V: THE TRANSFEREE FOUNDATION HAS REPORTED THE TRANSFEROR FOUNDATION'S HISTORICAL DISTRIBUTIONS AND ASSET AVERAGES FOR COMPUTATION OF THE 1% RATE CALCULATIONPART VI: THE TRANSFEREE FOUNDATION HAS APPLIED THE OVERPAYMENT OF EXCISE TAX FROM THE TRANSFEROR FOUNDATION'S 2013 FORM 990-PF AS IF IT WERE ITS OWN2220:THE TRANSFEREE FOUNDATION HAS REPORTED THE ANNUALIZED AMOUNTS AND TAX PAYMENTS ATTRIBUTABLE TO THE TRANSFEROR FOUNDATION IN ADDITION TO ITS OWN AMOUNTSPART X: THE TRANSFEREE FOUNDATION HAS CALCULATED THE AVERAGE VALUE OF ASSETS AS IF IT HELD ALL OF THE TRANSFEROR ASSETS THE ENTIRE YEARPART XII: THE TRANSFEREE FOUNDATION HAS INCLUDED THE QUALIFYING DISTRIBUTIONS OF THE TRANSFEROR FOUNDATION AS IF THEY WERE MADE BY THE TRANSFEREE FOUNDATIONPART XIII: THE TRANSFEREE FOUNDATION HAS PICKED UP THE TRANSFEROR FOUNDATIONS UNDISTRIBUTED INCOME AS IF IT WERE ITS OWNPART XV: THE TRANSFEREE FOUNDATION HAS PICKED UP THE TRANSFEROR FOUNDATION'S GRANTS AS IF THEY WERE MADE BY THE TRANSFEREE FOUNDATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01533038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1507975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2691254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31442408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41040507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01497411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1498756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2823429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31880403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41016241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DODGE & COX BALANCED FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DA DAVIDSON ACCOUNT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3UBS FISHER ACCOUNT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERNSTEIN ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01840366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1542822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FALCON POINT HY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FALCON POINT LS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01945491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1595911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016430
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065090
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01536608
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-114099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01504033
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01504033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt065090
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0459000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0459000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0735601
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt065090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065090
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01347860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt038400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0269472
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0308128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01536608
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01422509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0497600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0270272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0768432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01618132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01504033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0270272
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0309432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt330924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt330924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DODGE & COX BALANCED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DODGE & COX BALANCED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DODGE & COX STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BERNSTEIN ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt065090
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0735601
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0655637
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08879781
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09615382
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08959745
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0365676
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0365676
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0365676
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0379155
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013479
IRS990PF/DistributableAmountGrp/TotalTaxAmt013479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010438
IRS990PF/FMVAssetsEOYAmt09619017
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06347
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06347
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt06347
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01128167
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01128167
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05215182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05716240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05041
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05041
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02383188
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02541402
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08959745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0221820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0221820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08959745
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09619017
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08959745
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08959745
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07698584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01056570
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06642014
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0115479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0379155
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07583105
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07698584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R BANCROFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL M BANCROFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN R BANCROFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARA B CLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HELENE S COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02600 TENTH STREET STE 402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1601 GOLDEN BEAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22600 TENTH STREET STE 402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32522 NORTH PROCTOR PMB 483
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410711 PRESTON RD STE 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BERKELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKEWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BERKELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TACOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178736
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0359879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0373358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0472313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0422610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0439514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0329047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0418716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07583105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010024663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09175827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09209140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08396190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07319984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0497600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237290
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0484121
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0497600
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013479
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0497600
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TEXAS SARATOGA MGMT LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013501 GALLERIA CIRCLE 280
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078738
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123874203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0459000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TRANSFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DISTRIBUTIONS MADE BY TRANSFEROR FOUNDATION (SEE APPENDIX A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013501 GALLERIA CIRCLE 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078738
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0459000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051532
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0446068
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0365676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0497600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0314144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0446068
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05041
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05041
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0655637
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET INCOME FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt138400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1269472
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1307872
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01536608
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-114099
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01536608
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01536608
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-114099
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08879781
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSETS TRANSFERRED FROM TRANSFEROR FOUNDATION (SEE APPENDIX A)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0304
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DA DAVIDSON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL M BANCROFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05123874201
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANCROFT-CLAIR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BANC
ReturnHeader/Filer/EIN0463320508
ReturnHeader/Filer/PhoneNum05123874203
ReturnHeader/Filer/USAddress/AddressLine1Txt013501 GALLERIA CIRCLE 280
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078738
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943227266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYNE CHAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 TENTH ST STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERKELEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094710
ReturnHeader/PreparerPersonGrp/PhoneNum05109825558
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE CHAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-14T14:43:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,959,745
Liabilities
$0
Net assets
$8,959,745
Revenue
$1,504,033
Expenses
$768,432
Net income
$735,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.97$0.87$0.10
2023Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.67$0.86$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.89$0.92$0.03
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$1.21$0.84$0.37
2020Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.88$0.77$0.11
2019Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.05$0.74$0.31
2018Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.91$0.73$0.18
2017Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.58$0.70$0.11
2016Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.40$0.67$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.23$0.82$0.59
2014Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$1.50$0.77$0.74
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00