Hal & Charlie Peterson Foundation & Fd Mgmt Trust
990PF • Fiscal year 2018 • EIN 74-1109626
Siviq Scores
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Balance Sheet
Assets
Flat$52,234,215
Flat from 2018
Net Assets
Flat$52,122,015
Flat from 2018
Liabilities
Flat$112,200
Flat from 2018
Revenue And Expenses
Revenue
Flat$2,668,930
Flat from 2018
Expenses
Flat$2,636,049
Flat from 2018
Net Income
Flat$32,881
Flat from 2018
Historical Trend
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Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Apr 9, 2019
- Return Version
- 2018v3.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN OEHLER | Gen Mgr/Secr | - | $106,250 | $16,928 | $123,178 |
| T KYLE PRIOUR | President | - | $6,000 | - | $6,000 |
| WH COWDEN JR | Vice Pres. | - | $6,000 | - | $6,000 |
| JOHN MOSTY | Treasurer | - | $6,000 | - | $6,000 |
| SCOTT PARKER | Director | - | $6,000 | - | $6,000 |
| JAMES STEHLING | Director | - | $6,000 | - | $6,000 |
| LYNN LEMEILLEUR | Director | - | $6,000 | - | $6,000 |
| SCOTT PESCHEL | Director | - | $6,000 | - | $6,000 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | HILL COUNTRY YOUTH RANCH | BEGIN PHASE III OF INGRAM CAMPUS RES | 509(A)(1) | INGRAM, TX, US | $174,300 |
| Paid Grant | HILL COUNTRY DAILY BREAD MINISTRIES | OPERATING EXPENSE & CAPITAL CAMPAIGN | 509(A)(1) | BOERNE, TX, US | $125,000 |
| Paid Grant | SCHREINER UNIVERSITY | FUND SUPPORT HILL COUNTRY COLLEGE FD | 509(A)(1) | KERRVILLE, TX, US | $100,000 |
| Paid Grant | HARPER COMMUNITY PARK ASSOCIATION | FUND CONSTRUCTION OF NEW COMM CTR | 509(A)(2) | HARPER, TX, US | $100,000 |
| Paid Grant | RAPHAEL COMMUNITY FREE CLINIC INC | FUND OPERATING SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $80,000 |
| Paid Grant | BANDERA FIRE AND RESCUE | PURCHASE OF RESCUE AND SAFETY EQUIP | 509(A)(1) | BANDERA, TX, US | $79,000 |
| Paid Grant | SCHREINER UNIVERSITY | FUND SUPPORT FOR NURSING PROGRAM | 509(A)(A) | KERRVILLE, TX, US | $75,000 |
| Paid Grant | OUR LADY OF THE HILLS REGIONAL CATH | FUND OPERATING SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $75,000 |
| Paid Grant | HILL COUNTRY DISTRICT JUNIOR LIVEST | PROG SUPPORT/PURCHASE BLEACHERS | 509(A)(2) | KERRVILLE, TX, US | $61,656 |
| Paid Grant | HILL COUNTRY PREGNANCY CARE CENTER | FUND EXPANSION OF BUILDING AT BOERNE | 509(A)(1) | BOERNE, TX, US | $61,000 |
| Paid Grant | ARTHUR NAGEL COMMUNITY CLINIC INC | FUND OPERATING SUPPORT | 509(A)(1) | BANDERA, TX, US | $60,000 |
| Paid Grant | MEDINA CHILDREN'S HOME | OP SUPPORT - LIVING WELL INITIATIVE | 509(A)(1) | MEDINA, TX, US | $50,000 |
| Paid Grant | HILL COUNTRY MISSION FOR HEALTH IN | GENERAL OPERATING EXPENSES 2018/19 | 509(A)(2) | BOERNE, TX, US | $50,000 |
| Paid Grant | TEXAS LIONS CAMP INC | FUND OPERATING SUPPORT | 509(A)(2) | KERRVILLE, TX, US | $50,000 |
| Paid Grant | HILL COUNTRY CHRISTIAN COUNSELING C | FUND OPERATING SUPPORT | 509(A)(2) | KERRVILLE, TX, US | $50,000 |
| Paid Grant | KERR COUNTY YMCA | FUND VARIOUS YOUTH PROGRAMS AND TECH | 509(A)(1) | KERRVILLE, TX, US | $50,000 |
| Paid Grant | PIPE CREEK VOLUNTEER FIRE DEPARTMEN | PURCHASE-STRUCTURE/WILD FIRE GEAR | 509(A)(1) | PIPE CREEK, TX, US | $44,000 |
| Paid Grant | HILL COUNTRY ARTS FOUNDATION | FUND CRUSHED GRANITE PARKING AREA | 509(A)(2) | INGRAM, TX, US | $39,800 |
| Paid Grant | CHURCH OF THE COLORED PEOPLE OF GIL | ASSIST FUNDING TO CONSTRUCT BATHROOM | 509(A)(1) | SAN ANTONIO, TX, US | $37,500 |
| Paid Grant | HARPER VOLUNTEER FIRE DEPARTMENT | ASSIST PURCH OF WATER CATCHMENT SYS | 509(A)(1) | HARPER, TX, US | $35,000 |
| Paid Grant | CENTER POINT VOLUNTEER FIRE DEPARTM | ASSIST PURCHASE OF NEW PUMPER TRUCK | 509(A)(1) | CENTER POINT, TX, US | $35,000 |
| Paid Grant | KERR COUNTY CHRISTIAN ACTION COUNCI | FUND OPERATING SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $35,000 |
| Paid Grant | KERRVILLE ISD | PURCHASE FURNITURE FOR STEM LABS | 509(A)(1) | KERRVILLE, TX, US | $33,340 |
| Paid Grant | FAMILIES & LITERACY INC | FUND OPERATING SUPPORT/MOVING EXPS | 509(A)(1) | KERRVILLE, TX, US | $32,000 |
| Paid Grant | RAINBOW SENIOR CENTER FOUNDATION I | FUND OPERATING SUPPORT | 509(A)(1) | BOERNE, TX, US | $30,000 |
| Paid Grant | HABITAT FOR HUMANITY GREATER FREDER | ASSIST FUNDING FOR CONSTRUCTION | 509(A)(1) | FREDERICKSBURG, TX, US | $30,000 |
| Paid Grant | CHRISTIAN WOMEN'S JOB CORPS | FUND PROGRAM SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $30,000 |
| Paid Grant | PLAYHOUSE 2000 INC | UNDERWRITE "YOUNG PEOPLE'S PERFORM" | 509(A)(1) | KERRVILLE, TX, US | $30,000 |
| Paid Grant | CHRISTIAN MEN'S JOB CORPS | FUND PROGRAM SUPPORT/BLDG MATERIALS | 509(A)(1) | KERRVILLE, TX, US | $30,000 |
| Paid Grant | HILL COUNTRY CASA | FUND REMODELING OF LEASED OFFICE | 509(A)(1) | KERRVILLE, TX, US | $28,000 |
| Paid Grant | KERR COUNTY UNITED WAY | ASSIST WITH 2017-2018 CAMPAIGN | 509(A)(1) | KERRVILLE, TX, US | $27,500 |
| Paid Grant | MOONLIGHT FUND INC | FUND OPERATING SUPPORT | 509(A)(1) | BANDERA, TX, US | $25,000 |
| Paid Grant | TURTLE CREEK VOLUNTEER FIRE DEPARTM | ASSIST PURCHASE OF NEW BUNKER & GEAR | 509(A)(1) | KERRVILLE, TX, US | $25,000 |
| Paid Grant | NOTRE DAME CATHOLIC SCHOOL | FUND PURCHASE-CHROMEBOOKS, IPADS,ETC | 509(A)(1) | KERRVILLE, TX, US | $25,000 |
| Paid Grant | SIGHT SAVERS AMERICA | FUND EYE CARE SCREENINGS-LOCAL KIDS | 509(A)(1) | PELHAM, AL, US | $25,000 |
| Paid Grant | ANY BABY CAN | OPERATING SUPPORT FOR KERRVILLE OFC | 509(A)(1) | SAN ANTONIO, TX, US | $25,000 |
| Paid Grant | CHARLOTTE MASON SCHOOLS INTERNATION | ASSIST WITH FUNDING OF FENCING, PARK | 509(A)(1) | FREDERICKSBURG, TX, US | $25,000 |
| Paid Grant | BANDERA COUNTY COMMITTEE ON AGING | FUND MEALS ON WHEELS NUTRITION PROG | 509(A)(1) | BANDERA, TX, US | $25,000 |
| Paid Grant | WEST KERR COUNTY YOUTH SPORTS | FUND PURCHASE OF RETRACTABLE STANDS | 509(A)(1) | KERRVILLE, TX, US | $25,000 |
| Paid Grant | BOYS & GIRLS CLUB OF THE TEXAS HILL | OP SUPPORT/BOERNE, COMFORT, FREDBG | 509(A)1) | FREDERICKSBURG, TX, US | $25,000 |
| Paid Grant | ADMIRAL NIMITZ FOUNDATION | ASSIST ESTABLISHING OVETA CULP HOBBY | 509(A)(1) | FREDERICKSBURG, TX, US | $25,000 |
| Paid Grant | SALVATION ARMY | CONTRIBUTION TO 2017 KETTLE CAMPAIGN | 509(A)(1) | KERRVILLE, TX, US | $25,000 |
| Paid Grant | HARPER ISD BAND BOOSTERS | ASSIST PURCHASE OF CARGO TRAILER | 509(A)(1) | HARPER, TX, US | $21,500 |
| Paid Grant | SCHREINER UNIVERSITY (LANDERS FUND) | FUND DISTRIBUTION OF LANDERS FUND FD | 509(A)(1) | KERRVILLE, TX, US | $21,000 |
| Paid Grant | VETERANS ASSISTANCE DOGS OF TEXAS | SERVICE TRAINING OF RESCUE DOG | 509(A)(1) | KERRVILLE, TX, US | $20,000 |
| Paid Grant | TEXAS HERITAGE MUSIC FOUNDATION IN | PROGRAM SUPPORT FOR PUBLIC SCHOOLS | 509(A)(1) | FREDERICKSBURG, TX, US | $20,000 |
| Paid Grant | COMFORT GOLDEN AGE CENTER FOUNDATIO | PURCHASE OF VAN FOR MEALS-ON-WHEELS | 509(A)(1) | COMFORT, TX, US | $18,000 |
| Paid Grant | AMERICAN CANCER SOCIETY | OPERATING SUPPORT & UNDERWRITE 2019 | 509(A)(1) | SAN ANTONIO, TX, US | $18,000 |
| Paid Grant | MUSEUM OF WESTERN ART FOUNDATION | FUND OPERATING SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $15,000 |
| Paid Grant | BANDERA COUNTY | PURCHASE OF AERIAL DRONE/FIRE MARSHL | 509(A)(1) | BANDERA, TX, US | $14,500 |
| Paid Grant | BOYS & GIRLS CLUB OF BANDERA COUNTY | FUND OPERATING SUPPORT | 509(A)(1) | BANDERA, TX, US | $12,500 |
| Paid Grant | VOLUNTEER SERVICES COUNCIL FOR KERR | FUND REPLACEMENT OF CHRISTMAS DECOR | 509(A)(1) | KERRVILLE, TX, US | $11,000 |
| Paid Grant | PETERSON REGIONAL MEDICAL CENTER (L | FUND DISTRIBUTION OF LAPHAM FUND | 509(A)(1) | KERRVILLE, TX, US | $10,000 |
| Paid Grant | MARIANIST PROVINCE OF THE US (TEC | FUND PURCHASE OF METAL BUNKBEDS | 509(A)(1) | MOUNTAIN HOME, TX, US | $9,000 |
| Paid Grant | HILL COUNTRY CRISIS COUNCIL INC | ASSIST WITH FUNDING OF PET FACILITY | 509(A)(1) | KERRVILLE, TX, US | $6,400 |
| Paid Grant | FIRST ASSEMBLY OF GOD CHURCH | BACK TO SCHOOL HEALTH/SAFETY FAIR | 509(A)(1) | KERRVILLE, TX, US | $5,000 |
| Paid Grant | COMMUNITY FOUNDATION OF THE TEXAS H | ASSIST FUNDING '18 NONPROFIT SUMMIT | 509(A)(1) | KERRVILLE, TX, US | $5,000 |
| Paid Grant | KERRVILLE GENEALOGICAL SOCIETY | FUND OPERATING SUPPORT | 509(A)(1) | KERRVILLE, TX, US | $5,000 |
| Paid Grant | COMMUNITY FOUNDATION OF THE TEXAS H | FUND ASSISTANCE KERRVILLE PERPETUAL | 509(A)(1) | KERRVILLE, TX, US | $5,000 |
| Paid Grant | KERR COUNTY UNITED WAY (JOHNSON FUN | FUND DISTRIBUTION OF R&S JOHNSON FD | 509(A)(1) | KERRVILLE, TX, US | $450 |
| Paid Grant | ANY BABY CAN (REESE JOHNSON FUND) | FUND DISTRIBUTION - REESE JOHNSON FD | 509(A)(1) | SAN ANTONIO, TX, US | $450 |
Filing and Contact Details
Filer
- Filer Name
- Hal & Charlie Peterson Foundation
- EIN
- 74-1109626
- Phone
- 8308962262
- Address
- P O BOX 293870, KERRVILLE, TX 78029-0870
Signing Officer
- Name
- John Mosty
- Title
- Treasurer
- Phone
- 8308962262
- Signed
- 2019-04-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pressler Thompson & Company
- Address
- 819 WATER STREET SUITE 320, KERRVILLE, TX 78028-5343
- Preparer
- Brenda G Beaty CPA
- Phone
- 8302577241
Raw XML AppendixShowing 400 of 1,195 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/Amt | 0 | 13500 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 1 | 1005 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ACCOUNTING FEES |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 1 | ADP FEES |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 11000 |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 1 | 1005 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 2500 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 0 | 1997-07-21 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 1 | 1998-06-30 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 2 | 1998-07-15 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 3 | 1998-08-31 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 4 | 1998-10-15 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 5 | 1998-10-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 6 | 2002-01-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 7 | 2002-06-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 8 | 2008-12-31 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 9 | 2006-12-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 10 | 2006-10-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 11 | 2014-08-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 12 | 2014-07-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 13 | 2013-11-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 14 | 2015-01-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 15 | 2015-06-01 |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 0 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 1 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 2 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 3 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 4 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 5 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 6 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 7 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 8 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 9 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 10 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 11 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 12 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 13 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 14 | S/L |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 0 | 130607 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 1 | 2300 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 2 | 3736 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 3 | 1827 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 4 | 1120 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 5 | 586358 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 6 | 4306 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 7 | 12800 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 8 | 7112 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 9 | 2432 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 10 | 4152 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 11 | 22548 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 12 | 12734 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 13 | 3441 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 14 | 4621 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 15 | 2085 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 0 | 14659 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 1 | 2255 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 2 | 1273 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 3 | 290 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 0 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 1 | 5.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 2 | 5.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 3 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 4 | 40.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 5 | 3.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 6 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 7 | 5.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 8 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 9 | 3.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 10 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 11 | 10.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 12 | 3.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 13 | 3.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 14 | 3.0000 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 0 | 2300 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 1 | 3736 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 2 | 1827 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 3 | 1120 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 4 | 282185 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 5 | 4306 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 6 | 12800 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 7 | 7112 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 8 | 2432 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 9 | 4152 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 10 | 7704 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 11 | 4457 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 12 | 3441 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 13 | 4621 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 14 | 1795 |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 0 | LAND - JEFFERSON STREET |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 1 | OFFICE FURNITURE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 2 | TELEPHONE EQUIPMENT |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 3 | SECURITY ALARM EQUIPMENT |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 4 | FILE CABINETS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 5 | OFFICE BUILDING |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 6 | COMPUTER EQUIPMENT |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 7 | LANDSCAPE IMPROVMENTS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 8 | SHARP IMAGER |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 9 | OFFICE FURNITURE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 10 | 2 DELL COMPUTERS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 11 | PERGOLA |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 12 | WOOD FLOORING |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 13 | 2 DELL COMPUTERS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 14 | IPADS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 15 | SHARP TV- BOARDROOM |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 0 | 4306 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 1 | 4152 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 0 | 2002-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 1 | 2006-10 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 0 | COMPUTER EQUIPMENT |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 1 | 2 DELL COMPUTERS |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 0 | 4306 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 1 | 4152 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 0 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 1 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 0 | 2018-07 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 1 | 2018-07 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | PERMANENT INVESTMENT FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | LAPHAM FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | LANDERS MEMORIAL FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | R & S JOHNSON FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | REESE JOHNSON FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 51005484 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 196689 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 453735 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 8761 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 8761 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 51005484 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 196689 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 453735 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 8761 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 8761 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt | 0 | 1135571 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 1294621 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 237089 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt | 0 | 1538 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd | 0 | 15 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 2668819 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 2668819 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 12005 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 2500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 14505 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 1294621 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 137625 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 10625 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 148250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 2230896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 2147440 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 111 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 18477 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 1135571 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 1135571 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 32881 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 13787284 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 237089 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 237089 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 1294621 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 2506318 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt | 0 | 18627 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt | 0 | 18627 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 43333 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt | 0 | 43333 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 14023 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 14023 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 1538 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 1538 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 140779 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 140779 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt | 0 | 31895 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 3195 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt | 0 | 35090 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 5402 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 55525 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 2488404 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 162501 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 2636049 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 2668819 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 2668930 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 257508 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 162501 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 488609 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2018-06-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2016-09-02 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2017-12-13 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2009-08-11 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2009-08-11 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2018-01-31 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2015-10-30 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 852459 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 9867405 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 3000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 70778 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 224388 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 409009 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 1065624 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | -8525 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 662123 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | -456 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 13312 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 63936 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | -24753 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 269348 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | -8525 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 662123 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | -456 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 13312 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 63936 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | -24753 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 269348 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 843934 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 10529528 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 2544 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 84090 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 288324 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 384256 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 1334972 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 6 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | BROADWAY TRUST-PERM INVEST-S/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | BROADWAY TRUST-PERM INVEST-L/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | BROADWAY TRUST-LAPHAM-S/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | BROADWAY TRUST-LAPHAM-L/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | BROADWAY TRUST-LANDERS-L/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | BROADWAY TRUST-EQUITY INC-S/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | BROADWAY TRUST-EQUITY INC-L/T |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2018-09-13 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2018-06-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2018-10-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2018-08-28 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2018-08-28 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2018-05-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2018-01-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 1294621 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt | 0 | -33734 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 32881 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 4677674 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 56799689 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 56766808 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 52122015 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 2673739 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 2673739 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 2673739 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 2723865 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 50126 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 50126 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 27874 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 78000 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 50126 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 27874 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 50126 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 50126 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 78000 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 52588220 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt | 0 | 46971 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt | 0 | 74787 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt | 0 | 91783 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 74787 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 74787 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 5072 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 13258 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 13258 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 56447199 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 51673430 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 51673430 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt | 0 | 195656 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt | 0 | 112200 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt | 0 | 354005 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt | 0 | 793719 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt | 0 | 458192 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt | 0 | 439714 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt | 0 | 793719 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt | 0 | 7189 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt | 0 | 33026 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt | 0 | 33026 |
| IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt | 0 | 604988 |
| IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt | 0 | 604988 |
| IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt | 0 | 128053 |
| IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt | 0 | 62958 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 57009435 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 52234215 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 52588220 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 242627 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 112200 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 57009435 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 52234215 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 56766808 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 52122015 |
| IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt | 0 | 56033767 |
| IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt | 0 | 51454069 |
| IRS990PF/MethodOfAccountingAccrualInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 55306911 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 14951 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 55209162 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 829604 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 82798 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 2723865 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 54477307 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 55306911 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | BROADWAY WEALTH MANAGEMENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 140779 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | INVEST TRUST FE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | 1177 NE LOOP 410 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | SAN ANTONIO |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 78217 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 3 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 4 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 5 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 6 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 7 | 106250 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 7 | 16273 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 655 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | T KYLE PRIOUR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | WH COWDEN JR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | JOHN MOSTY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 3 | SCOTT PARKER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 4 | JAMES STEHLING |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 5 | LYNN LEMEILLEUR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 6 | SCOTT PESCHEL |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 7 | BRIAN OEHLER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | VICE PRES. |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 7 | GEN MGR/SECR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 3 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 4 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 5 | PO BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 6 | P O BOX 293870 |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 3 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 4 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 5 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 6 | KERRVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 7 | KERRVILLE |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 3 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 4 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 5 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 6 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 7 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 3 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 4 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 5 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 6 | 78028 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 7 | 78028 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 2624390 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 2649453 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 2324820 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 2796939 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $52,234,215
- Liabilities
- $112,200
- Net assets
- $52,122,015
- Revenue
- $2,668,930
- Expenses
- $2,636,049
- Net income
- $32,881