Civic Intelligence

Feldman Foundation Tx

990PF • Fiscal year 2019 • EIN 47-4367236

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

Organization Profile
9101 Lyndon B Johnson Fwy No 440Dallas, TX 75243

(972) 756-6032

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

19th percentile

-2.4%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$30,808,404

Down $759,053 (-2.4%) from 2018

Net Assets

Down

$30,808,404

Down $734,403 (-2.3%) from 2018

Liabilities

Down

$1

Down $24,649 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin10th percentile

Revenue

Down

$2,042,691

Down $489,565 (-19%) from 2018

Expenses

Up

$2,764,037

Up $306,593 (+12%) from 2018

Net Income

Down

-$721,346

Down $796,158 (-1064%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$40M$30M$20M$10M$0Assets 2015: $1Liabilities 2015: $1Net Assets 2015: $02015Assets 2017: $31,458,914Liabilities 2017: $0Net Assets 2017: $31,458,9142017Assets 2018: $31,567,457Liabilities 2018: $24,650Net Assets 2018: $31,542,8072018Assets 2019: $30,808,404Liabilities 2019: $1Net Assets 2019: $30,808,4042019Assets 2020: $29,315,863Liabilities 2020: $1Net Assets 2020: $29,315,8632020Assets 2021: $29,378,301Liabilities 2021: $1Net Assets 2021: $29,378,3012021Assets 2022: $28,886,446Liabilities 2022: $1Net Assets 2022: $28,886,4462022Assets 2023: $27,813,157Liabilities 2023: $1Net Assets 2023: $27,813,1572023Assets 2024: $28,955,449Liabilities 2024: $575Net Assets 2024: $28,954,8742024

Highlighted filing

2019

Assets$30,808,404
Liabilities$1
Net Assets$30,808,404
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2017: $1,860,372Expenses 2017: $2,561,263Net Income 2017: -$700,8912017Revenue 2018: $2,532,256Expenses 2018: $2,457,444Net Income 2018: $74,8122018Revenue 2019: $2,042,691Expenses 2019: $2,764,037Net Income 2019: -$721,3462019Revenue 2020: $932,068Expenses 2020: $2,424,609Net Income 2020: -$1,492,5412020Revenue 2021: $2,844,988Expenses 2021: $2,782,550Net Income 2021: $62,4382021Revenue 2022: $2,088,917Expenses 2022: $2,580,772Net Income 2022: -$491,8552022Revenue 2023: $1,467,767Expenses 2023: $2,541,056Net Income 2023: -$1,073,2892023Revenue 2024: $3,874,442Expenses 2024: $2,732,725Net Income 2024: $1,141,7172024

Highlighted filing

2019

Revenue$2,042,691
Expenses$2,764,037
Net Income-$721,346
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L FELDMANPresidentFT$0--
CYNTHIA S FELDMANVP/SecretaryPT$0--
JOSHUA B FELDMANDirectorPT$0--
MATTHEW S FELDMANDirectorPT$0--
DARA A FELDMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Feldman Foundation TX
EIN
47-4367236
Phone
9727566032
Address
9101 LYNDON B JOHNSON FWY NO 440, DALLAS, TX 75243

Signing Officer

Name
President
Title
President
Phone
9727566032
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
12400 COIT ROAD SUITE 1000, DALLAS, TX 75251
Preparer
Eric B Leib CPA
Phone
2143465800
Raw XML AppendixShowing 400 of 1,124 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/PropertyDesc0CHARLES SCHWAB GAIN/LOSS ON SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB LONG TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PER K-1 - SENTINEL CAPITAL PARTNERS IV-A LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PER K-1 - SENTINEL CAPITAL PARTNERS V LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PER K-1 - SENTINEL CAPITAL PARTNERS V 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PER K-1 - SENTINEL CAPITAL PARTNERS IV LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PER K-1 - SENTINEL CAPITAL PARTNERS IV 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PER K-1 - HG CAPITAL IX 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PER K-1 - HG CAPITAL IX LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PER K-1 - LONGREACH CAPITAL PARTENRS LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PER K-1 - DELOS INVESTMENTS ST CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PER K-1 - DELOS INVESTMENTS LT CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PER K-1 - SENTINEL CAPITAL PARTNERS VI 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PER K-1 - SENTINEL JUNIOR CAPITAL 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0934722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-721346
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013057
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030821461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031542807
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030808404
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01920689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01920689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01920689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01931836
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011147
IRS990PF/DistributableAmountGrp/TotalTaxAmt011147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt042000
IRS990PF/FMVAssetsEOYAmt040563139
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017268836
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt017268836
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0110297
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0212758
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0212758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023533926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023620711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027366955
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0171503
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0124031
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0124031
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07107876
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06368548
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012377039
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt024650
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014273971
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013539568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0643855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0482356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0482356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031567457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030808404
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt040563139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt024650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031567457
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt030808404
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031542807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030808404
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039225094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0550645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038674449
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0588376
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01931836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038636718
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039225094
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THOMAS FELDMAN & WILSHUSEN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1REGIS MANAGEMENT COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2FELDMAN INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0254323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1117433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2116173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt012222 MERIT DRIVE STE 1450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1300 HAMILTON AVE STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt29101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd075251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd275243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0ROBERT L FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA S FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSHUA B FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MATTHEW S FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DARA A FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49101 LYNDON B JOHNSON FWY STE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01842817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01853964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01846727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01982020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01805591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01722957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01549553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt038636718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt038644124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038167260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt036090415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt036343314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt037499703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02055696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238478
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02044549
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02055696
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011147

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,808,404
Liabilities
$1
Net assets
$30,808,404
Revenue
$2,042,691
Expenses
$2,764,037
Net income
-$721,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$3.87$2.73$1.14
2023Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$1.47$2.54$1.07
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$2.09$2.58$0.49
2021Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$2.84$2.78$0.06
2020Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$0.93$2.42$1.49
2019Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$2.04$2.76$0.72
2018Detailed filing. Detailed filing data is available for this year.$31.6$0.02$31.5$2.53$2.46$0.07
2017Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$1.86$2.56$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00