Civic Intelligence

Greater Issue Speaker Series T/A

EIN 57-6055234 • 501(c)3 • Dallas, TX

Pub. 78 Eligible

Profile

TO SUPPORT THE CITADEL

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$15,284

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

440%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,035,309

Up $113,859 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,035,309

Up $113,859 (+12%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$131,157

Up $106,858 (+440%) from 2024

Expenses

Up

$17,414

Up $2,392 (+16%) from 2024

Net Income

Up

$113,743

Up $104,466 (+1126%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $488,946Liabilities 2012: $02012Assets 2013: $506,422Liabilities 2013: $0Net Assets 2013: $506,4222013Assets 2014: $487,516Liabilities 2014: $02014Assets 2015: $552,241Liabilities 2015: $0Net Assets 2015: $552,2412015Assets 2016: $557,776Liabilities 2016: $0Net Assets 2016: $557,7762016Assets 2017: $560,645Liabilities 2017: $0Net Assets 2017: $560,6452017Assets 2018: $662,730Liabilities 2018: $0Net Assets 2018: $662,7302018Assets 2019: $734,417Liabilities 2019: $0Net Assets 2019: $734,4172019Assets 2020: $736,290Liabilities 2020: $0Net Assets 2020: $736,2902020Assets 2021: $719,443Liabilities 2021: $0Net Assets 2021: $719,4432021Assets 2022: $938,907Liabilities 2022: $0Net Assets 2022: $938,9072022Assets 2023: $909,509Liabilities 2023: $0Net Assets 2023: $909,5092023Assets 2024: $921,450Liabilities 2024: $0Net Assets 2024: $921,4502024Assets 2025: $1,035,309Liabilities 2025: $0Net Assets 2025: $1,035,3092025

Highlighted filing

2025

Assets$1,035,309
Liabilities$0
Net Assets$1,035,309
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $49,638Expenses 2012: $16,433Net Income 2012: $33,2052012Revenue 2013: $32,841Expenses 2013: $15,365Net Income 2013: $17,4762013Revenue 2014: $14,914Expenses 2014: $33,820Net Income 2014: -$18,9062014Revenue 2015: $77,180Expenses 2015: $12,294Net Income 2015: $64,8862015Revenue 2016: $19,920Expenses 2016: $14,235Net Income 2016: $5,6852016Revenue 2017: $114,256Expenses 2017: $12,164Net Income 2017: $102,0922017Revenue 2018: $86,728Expenses 2018: $15,075Net Income 2018: $71,6532018Revenue 2019: $12,313Expenses 2019: $14,099Net Income 2019: -$1,7862019Revenue 2020: $19,131Expenses 2020: $16,372Net Income 2020: $2,7592020Revenue 2021: $5,142Expenses 2021: $12,982Net Income 2021: -$7,8402021Revenue 2022: $222,553Expenses 2022: $16,062Net Income 2022: $206,4912022Revenue 2023: -$6,366Expenses 2023: $18,392Net Income 2023: -$24,7582023Revenue 2024: $24,299Expenses 2024: $15,022Net Income 2024: $9,2772024Revenue 2025: $131,157Expenses 2025: $17,414Net Income 2025: $113,7432025

Highlighted filing

2025

Revenue$131,157
Expenses$17,414
Net Income$113,743
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,035,309
Liabilities
$0
Net assets
$1,035,309
Revenue
$131,157
Expenses
$17,414
Net income
$113,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.13$0.02$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.22$0.02$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.01$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.02$0.00
2019Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.01$0.01$0.00
2018Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.09$0.02$0.07
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.11$0.01$0.10
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.02$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.08$0.01$0.06
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.01$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.03$0.02$0.02
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.05$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
May 28, 2025
Return Version
2024v5.1
Gross Receipts
$196,914
Mission and Program Overview

Mission

TO SUPPORT THE CITADEL

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$921,450$1,035,309▲ $113,859
Investments in Publicly Traded Securities$877,434$972,561▲ $95,127
Savings and Temporary Cash Investments$44,016$62,748▲ $18,732
Total Assets$921,450$1,035,309▲ $113,859
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$921,450$1,035,309▲ $113,859
Total Liabilities and Net Assets / Fund Balance$921,450$1,035,309▲ $113,859
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Bank of America N aTrustee$15,284$15,284
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$131,157
Other Revenue
$0
Change in Net Assets
$113,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,284
Other Expenses$2,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$6,114$9,170-$15,284
Fees for Services Accounting$500$750-$1,250
All Other Expenses-$880-$880
Total Functional Expenses$6,614$10,800$0$17,414
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made they are documented in the permanent file.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made they are documented in the permanent file.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization is formed as a trust under state law, and Bank of America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporate officer of the sole trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement of compliance signed and documented by all employees of the corporate fiduciary.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Trustee fees per applicable compensation schedule and state law requirements.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Trustee fees per applicable compensation schedule and state law requirements.”

Form 990, Page 6, Part VI, Line 18

“The organization and the bank as corporate fiduciary make governing documents, conflict of interest policy, and financial statements available to the public as required by federal and state laws.”

Form 990, Page 6, Part VI, Line 19

“The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Greater Issues Speaker Series
EIN
57-6055234
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-05-28

Organization Details

Principal Officer
Bank of America
Formed
1972
Legal Domicile
Sc
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Ctf adjustment $115.00, rounding adjustment $ 1.00”

Raw XML Appendix272 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CITADEL
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0880
IRS990/AllOtherExpensesGrp/TotalAmt0880
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/BooksInCareOfDetail/PhoneNum08888663275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752653067
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09170
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06114
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015284
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0131157
IRS990/CYOtherExpensesAmt02130
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0113743
IRS990/CYSalariesCompEmpBnftPaidAmt015284
IRS990/CYTotalExpensesAmt017414
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0131157
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTE FUNDS TO THE CITADEL FOR
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BANK OF AMERICA N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt015284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0105014
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0170771
IRS990/GrossReceiptsAmt0196914
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026143
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0877434
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0972561
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt065757
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE CITADEL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0921450
IRS990/NetAssetsOrFundBalancesEOYAmt01035309
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0105014
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0116
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BANK OF AMERICA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0BANK OF AMERICA TRUSTEE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06114
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024299
IRS990/PYOtherExpensesAmt01884
IRS990/PYRevenuesLessExpensesAmt09277
IRS990/PYSalariesCompEmpBnftPaidAmt013138
IRS990/PYTotalExpensesAmt015022
IRS990/PYTotalRevenueAmt024299
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0113743
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0921450
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01035309
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062748
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570935942
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CITADEL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0When decisions are made they are documented in the permanent file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1When decisions are made they are documented in the permanent file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2This organization is formed as a trust under state law, and Bank of America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporate officer of the sole trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual statement of compliance signed and documented by all employees of the corporate fiduciary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Trustee fees per applicable compensation schedule and state law requirements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trustee fees per applicable compensation schedule and state law requirements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization and the bank as corporate fiduciary make governing documents, conflict of interest policy, and financial statements available to the public as required by federal and state laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CTF ADJUSTMENT $115.00, ROUNDING ADJUSTMENT $ 1.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0921450
IRS990/TotalAssetsEOYAmt01035309
IRS990/TotalAssetsGrp/BOYAmt0921450
IRS990/TotalAssetsGrp/EOYAmt01035309
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010800
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06614
IRS990/TotalFunctionalExpensesGrp/TotalAmt017414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0921450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01035309
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06114
IRS990/TotalReportableCompFromOrgAmt015284
IRS990/TotalRevenueGrp/ExclusionAmt026143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131157
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0921450
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01035309
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752653067
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER ISSUES SPEAKER SERIES
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0576055234
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-28T13:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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