Civic Intelligence

Candace and Mark Williams Charitable Foundation

990PF • Fiscal year 2015 • EIN 46-4281236

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

Organization Profile
4004 Harbor Light CoveAustin, TX 78731

(512) 432-5183

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-375%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

33rd percentile

-2.7%

Faster asset growth than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,891,403

Down $108,152 (-2.7%) from 2014

Net Assets

Down

$3,891,403

Down $108,152 (-2.7%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$28,860

Down $98,929 (-77%) from 2014

Expenses

Up

$137,012

Up $8,776 (+6.8%) from 2014

Net Income

Down

-$108,152

Down $107,705 (-24095%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $4,000,002Liabilities 2013: $02013Assets 2014: $3,999,555Liabilities 2014: $1Net Assets 2014: $3,999,5552014Assets 2015: $3,891,403Liabilities 2015: $1Net Assets 2015: $3,891,4032015Assets 2016: $1,832,381Liabilities 2016: $0Net Assets 2016: $1,832,3812016Assets 2017: $1,838,409Liabilities 2017: $4,150Net Assets 2017: $1,834,2592017Assets 2018: $1,831,228Liabilities 2018: $9,050Net Assets 2018: $1,822,1782018Assets 2019: $1,789,029Liabilities 2019: $1Net Assets 2019: $1,789,0292019Assets 2020: $1,836Liabilities 2020: $1Net Assets 2020: $1,8362020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$3,891,403
Liabilities$1
Net Assets$3,891,403
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $4,000,002Expenses 2013: $0Net Income 2013: $4,000,0022013Revenue 2014: $127,789Expenses 2014: $128,236Net Income 2014: -$4472014Revenue 2015: $28,860Expenses 2015: $137,012Net Income 2015: -$108,1522015Revenue 2016: -$14,817Expenses 2016: $2,044,205Net Income 2016: -$2,059,0222016Revenue 2017: $73,199Expenses 2017: $71,321Net Income 2017: $1,8782017Revenue 2018: $119,303Expenses 2018: $131,384Net Income 2018: -$12,0812018Revenue 2019: $97,632Expenses 2019: $130,781Net Income 2019: -$33,1492019Revenue 2020: $57,356Expenses 2020: $1,940,038Net Income 2020: -$1,882,6822020Revenue 2021: $4,013Expenses 2021: $5,849Net Income 2021: -$1,8362021

Highlighted filing

2015

Revenue$28,860
Expenses$137,012
Net Income-$108,152
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK R WILLIAMSDirector, President-$0--
CANDACE E WILLIAMSDirector, Treasurer-$0--
DAVID A WILLAIMSDirector, Vice President-$0--
MEGAN A WILLIAMSDirector, Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARLETON COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYNORTHFIELD, MN, US$50,000
Paid GrantCAMBRIDGE IN AMERICAGENERAL CHARITABLE PURPOSESPUBLIC CHARITYNEW YORK, NY, US$8,000
Paid GrantAMERICAN ASSOCIATION OF RHODES SCHOLARSGENERAL CHARITABLE PURPOSESPUBLIC CHARITYVIENNA, VA, US$5,000
Paid GrantAMERICAN TRUST FOR OXFORDGENERAL CHARITABLE PURPOSESPUBLIC CHARITYOXFORD, UK$5,000
Paid GrantMEDINA ISDGENERAL CHARITABLE PURPOSESPUBLIC CHARITYMEDINA, TX, US$5,000
Paid GrantUNIVERSITY OF TEXAS AT AUSTINGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$3,000
Paid GrantAMERICAN FRIENDS OF NEW COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYOXFORD, UK$2,500
Paid GrantCENTER FOR CHILD PROTECTIONGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$2,000
Paid GrantTEXAS LAND CONSERVANCYGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$2,000
Paid GrantUNIVERSITY OF TEXAS AT AUSTINGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$2,000
Paid GrantCARLETON COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYNORTHFIELD, MN, US$1,500
Paid GrantST GEORGE'S EPISCOPAL SCHOOLGENERAL CHARITABLE PURPOSESPUBLIC CHARITYSAN ANTONIO, TX, US$1,500
Paid GrantKUT AND KUTXGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$1,200
Paid GrantCARLETON COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYNORTHFIELD, MN, US$1,000
Paid GrantCARLETON COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYNORTHFIELD, MN, US$1,000
Paid GrantKLRU-TV AUSTIN PBSGENERAL CHARITABLE PURPOSESPUBLIC CHARITYAUSTIN, TX, US$1,000
Paid GrantST STEPHENS EPISCOPAL SCHOOLGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHOUSTON, TX, US$1,000
Paid GrantARTBRIDGE HOUSTONGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHOUSTON, TX, US$500
Paid GrantHOUSTON CENTER FOR CONTEMPORARY CRAFTSGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHOUSTON, TX, US$500
Paid GrantMEMORIAL PARK CONSERVANCYGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHOUSTON, TX, US$500
Paid GrantTHE MENIL COLLECTIONGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHOUSTON, TX, US$500
Paid GrantTHE SALVATION ARMY MIDLAND DIVISIONGENERAL CHARITABLE PURPOSESPUBLIC CHARITYST LOUIS, MO, US$500
Paid GrantTEXAS PUBLIC RADIOGENERAL CHARITABLE PURPOSESPUBLIC CHARITYSAN ANTONIO, TX, US$240
Filing and Contact Details

Filer

Filer Name
Candace and Mark Williams Charitable
EIN
46-4281236
Phone
5124325183
Address
4004 HARBOR LIGHT COVE, AUSTIN, TX 78731

Signing Officer

Name
Candace Williams
Title
Treasurer
Phone
5124325183
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mohle Adams
Address
3900 ESSEX LANE SUITE 1000, HOUSTON, TX 77027
Preparer
Terri Grigsby Rogers
Phone
7136291381
Raw XML AppendixShowing 400 of 702 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1524607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1661149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17196116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1898325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19110972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2017666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2193550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2236085
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04,769.012 SHS INVESCO BALANCED-RIS K ALLOCATION FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13,771,055 SHS ALLIANCE BERNSTEIN H IGH INCOME MUNI FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210,071.872 SHS ALLIANCEBERNSTEIN SE LECT U.S. LONG/SHORT PORTFOLIO FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,535.952 SHS HUSSMAN STRATEGIC GR OWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45915 SHS ISHARES TR ISHARES C URRENCY HEDGED MSCI JAPAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc517,535.712 SHS ISHARES TR ISHARES C URRENCY HEDGED MSCI JAPAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc631,588.567 SHS LORD ABBETT SHORT DU RATION INCOME FUND C LASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74,165.489 SHS MSIF GLOBAL FRANCHIS E PORTFOLIO CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc817,850.651 SHS NEUBERGER BERMAN ABS OLUTE RETURN MULTI-M ANAGER FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96,508.469 SHS PIMCO ALL ASSET ALL AUTHORITY FUND CLASS D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102,594 SHS SPDR SER TR S&P DIVI D ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1117,233.113 SHS SALIENT MLP & ENERGY INFRASTRUCTURE FUND II CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121,061 SHS SELECT SECTOR SPDR T R CONSUMER DISCRETIO NARY TRANSN TO 06/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc134,742 SHS SELECT SECTOR SPDR T R TECHNOLOGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14205.426 SHS SMEAD VALUE FUND INV ESTOR CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152,510.965 SHS OPPENHEIMER STEELPAT H MLP ALPHA FUND CLA SS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165,335.851 SHS INVESCO BALANCED-RIS K ALLOCATION FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1717,417.034 SHS ALLIANCE BERNSTEIN H IGH INCOME MUNI FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1811,905.606 SHS HUSSMAN STRATEGIC GR OWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1912,567.569 SHS PIMCO ALL ASSET ALL AUTHORITY FUND CLASS D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201,911.938 SHS SALIENT MLP & ENERGY INFRASTRUCTURE FUND II CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc219,545.882 SHS OPPENHEIMER STEELPAT H MLP ALPHA FUND CLA SS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-85084
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-108152
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03891403
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03999555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03891403
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0192225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0192225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0192225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0192906
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0681
IRS990PF/DistributableAmountGrp/TotalTaxAmt0681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0681
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01589
IRS990PF/FMVAssetsEOYAmt03718511
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt011747
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt011747
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt011747
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03779763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03402160
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03229268
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03999555
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03891403
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0219792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0477496
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0477496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03999555
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03891403
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03718511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03999555
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03891403
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03999555
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03891403
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03916865
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0279150
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03637715
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt058753
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0192906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03858112
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03916865
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK R WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CANDACE E WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID A WILLAIMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MEGAN A WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04004 HARBOR LIGHT COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14004 HARBOR LIGHT COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24004 HARBOR LIGHT COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34004 HARBOR LIGHT COVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd378731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt049696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt050377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.012881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.025762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03858112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03971912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0248274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt097858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.025762
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt097177
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt097858
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0681
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt097858
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
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/IndividualWithBooksNm0JENNIFER FUTRELL JNA BOOKKEEPERS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07600 BURNETT RD SUITE 115
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078759
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,891,403
Liabilities
$1
Net assets
$3,891,403
Revenue
$28,860
Expenses
$137,012
Net income
-$108,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.94$1.88
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.82$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.83$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.01$2.04$2.06
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.03$0.14$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.13$0.13$0.00
2013Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$0.00$4.00