Liabilities / Assets
16th percentile
Higher debt load relative to assets than 16% of similar nonprofits.
Hal & Charlie Peterson Foundation & Fd Mgmt Trust
990PF • Fiscal year 2019 • EIN 74-1109626
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
21st percentile
Higher debt load relative to revenue than 21% of similar nonprofits.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 4.4% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Up$58,082,745
Up $5,848,530 (+11%) from 2018
Net Assets
Up$57,968,900
Up $5,846,885 (+11%) from 2018
Liabilities
Up$113,845
Up $1,645 (+1.5%) from 2018
Revenue And Expenses
Revenue
Up$2,721,549
Up $52,619 (+2.0%) from 2018
Expenses
Down$2,550,227
Down $85,822 (-3.3%) from 2018
Net Income
Up$171,322
Up $138,441 (+421%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Mar 23, 2020
- Return Version
- 2019v5.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN OEHLER | Gen Mgr/Secretary | FT | $110,500 | $10,303 | $120,803 |
| T KYLE PRIOUR | President | - | $6,000 | - | $6,000 |
| WH COWDEN JR WH COWDEN JR | Vice Pres. | - | $6,000 | - | $6,000 |
| JOHN MOSTY | Treasurer | - | $6,000 | - | $6,000 |
| SCOTT PARKER | Director | - | $6,000 | - | $6,000 |
| LYNN LEMEILLEUR | Director | - | $6,000 | - | $6,000 |
| SCOTT PESCHEL | Director | - | $6,000 | - | $6,000 |
| JAMES STEHLING | Director | - | $5,500 | - | $5,500 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | SCHREINER UNIVERSITY | FUND SUPPORT HILL COUNTRY COLLEGE FUND & NURSING PROGRAM | PC | KERRVILLE, TX, US | $175,000 |
| Paid Grant | KERR COUNTY CHRISTIAN ACTION COUNCI | FUND OPERATING SUPPORT AND RENOVATIONS | PC | KERRVILLE, TX, US | $102,900 |
| Paid Grant | MOUNTAIN HOME VOLUNTEER FIRE DEPARTMENT | PURCHASE NEW BRUSH TRUCK WITH TANK | PC | MOUNTAIN HOME, TX, US | $85,000 |
| Paid Grant | RAPHAEL COMMUNITY FREE CLINIC INC | FUND OPERATING SUPPORT | PC | KERRVILLE, TX, US | $80,000 |
| Paid Grant | OUR LADY OF THE HILLS REGIONAL CATHOLIC HIGH SCHOOL | FUND ONLINE PROTECTION, SOFTWARE, AND NEW COMPUTERS | PC | KERRVILLE, TX, US | $75,646 |
| Paid Grant | ARTHUR NAGEL COMMUNITY CLINIC INC | SUPPORT PRIMARY AND PREVENTATIVE HEALTHCARE SERVICES FOR RESIDENTS OF BANDERA COUNTY. | PC | BANDERA, TX, US | $60,000 |
| Paid Grant | INGRAM LITLE LEAGUE | UPGRADE FACILITY/ ADA COMPLIANCE | PC | INGRAM, TX, US | $56,315 |
| Paid Grant | VETERANS ASSISTANCE DOGS OF TEXAS | SERVICE TRAINING OF RESCUE DOG | PC | KERRVILLE, TX, US | $54,000 |
| Paid Grant | HILL COUNTRY CHRISTIAN COUNSELING CENTER | FUND OPERATING SUPPORT | PC | KERRVILLE, TX, US | $50,000 |
| Paid Grant | HILL COUNTRY COUNCIL ON ALCOHOL AND DRUG ABUSE INC | FUND OPERATIONS | PC | KERVILLE, TX, US | $50,000 |
| Paid Grant | HILL COUNTRY DAILY BREAD MINISTRIES | OPERATING EXPENSE | PC | BOERNE, TX, US | $50,000 |
| Paid Grant | HILL COUNTRY MISSION FOR HEALTH IN | GENERAL OPERATING EXPENSES | PC | BOERNE, TX, US | $50,000 |
| Paid Grant | RAINBOW SENIOR CENTER FOUNDATION | FUND OPERATING SUPPORT | PC | BOERNE, TX, US | $50,000 |
| Paid Grant | TARPLEY VOLUNTEER FIRE DEPARTMENT INC | GRANT TO BUILD NEW FIRE STATION | PC | TARPLEY, TX, US | $50,000 |
| Paid Grant | TEXAS LIONS CAMP INC | FUND OPERATING SUPPORT | PC | KERRVILLE, TX, US | $50,000 |
| Paid Grant | KERR COUNTY YMCA | FUND VARIOUS YOUTH PROGRAMS AND TECH | PC | KERRVILLE, TX, US | $45,000 |
| Paid Grant | FREDERICKSBURG COMMUNITY HEALTH CENTER DBA THE GOOD SAMARITAN CENTER | FUND GENERAL OPERATIONS | PC | FREDERICKSBURG, TX, US | $40,000 |
| Paid Grant | BANDERA PUBLIC LIBRARY | FUNDS FOR REMOVAL OF DEAD TREES OVER LIBRARY'S BACK DECK. | PC | BANDERA, TX, US | $33,000 |
| Paid Grant | UPPER LLANOS PRESCRIBED BURN ASSOCIATION | CONSTRUCTION OF NEW BUILDING FOR ASSOCIATION'S FIRETRUCKS | PC | JUNCTION, TX, US | $32,756 |
| Paid Grant | PLAYHOUSE 2000 INC | SUPPORT "YOUTH INITIATIVE" | PC | KERRVILLE, TX, US | $31,000 |
| Paid Grant | BANDERA COUNTY COMMITTEE ON AGING | FUND MEALS ON WHEELS NUTRITION PROG | PC | BANDERA, TX, US | $30,000 |
| Paid Grant | CHARLOTTE MASON SCHOOLS INTERNATION | ASSIST WITH FUNDING OF FENCING, PARK | PC | FREDERICKSBURG, TX, US | $30,000 |
| Paid Grant | CHRISTIAN MEN'S JOB CORPS | FUND PROGRAM SUPPORT | PC | KERRVILLE, TX, US | $30,000 |
| Paid Grant | CHRISTIAN WOMEN'S JOB CORPS | FUND PROGRAM SUPPORT | PC | KERRVILLE, TX, US | $30,000 |
| Paid Grant | HILL COUNTRY DISTRICT JUNIOR LIVESTOCK SHOW ASSOCIATION | UPGRADE AND EXPAND BLEACHERS AND PENS FOR ENHANCED SAFETY | PC | KERRVILLE, TX, US | $30,000 |
| Paid Grant | TIVY ATHLETIC BOOSTER CLUB | SUPPORT LOCAL HIGH SCHOOL ATHLETIC DEPARTMENT/PROVIDE SHOLARSHIPS | PC | KERRVILLE, TX, US | $30,000 |
| Paid Grant | HARPER INDEPENDENT SCHOOL DISTRICT | UPGRADE/REPLACE SECURITY CAMERA SYSTEM | PC | HARPER, TX, US | $27,484 |
| Paid Grant | ADMIRAL NIMITZ FOUNDATION | ASSIST INTERIOR AND EXHIBIT RENOVATION PROJECT. | PC | FREDERICKSBURG, TX, US | $25,000 |
| Paid Grant | ANY BABY CAN | OPERATING SUPPORT FOR KERRVILLE OFC | PC | SAN ANTONIO, TX, US | $25,000 |
| Paid Grant | BOYS & GIRLS CLUB OF BANDERA COUNTY | FUND OPERATING SUPPORT | PC | BANDERA, TX, US | $25,000 |
| Paid Grant | FAMILIES & LITERACY INC | FUND OPERATING SUPPORT | PC | KERRVILLE, TX, US | $25,000 |
| Paid Grant | MOONLIGHT FUND INC | FUND OPERATING SUPPORT | PC | BANDERA, TX, US | $25,000 |
| Paid Grant | SIGHT SAVERS AMERICA | FUND EYE CARE SCREENINGS-LOCAL KIDS | PC | PELHAM, AL, US | $25,000 |
| Paid Grant | THE SALVATION ARMY | CHRISTMAS RED KETTLE PROGRAM | PC | KERRVILLE, TX, US | $25,000 |
| Paid Grant | TIERRA LINDA VOLUNTEER FIRE DEPARTMENT | REPLACE FIREFIGHTING TENDER APPARATUS | PC | KERRVILLE, TX, US | $25,000 |
| Paid Grant | NOTRE DAME CATHOLIC SCHOOL | NEW COMPUTERS AND INTERCOM SYSEM REPLACEMENT | PC | KERRVILLE, TX, US | $24,588 |
| Paid Grant | HILL COUNTRY ARTS FOUNDATION | FUNDING TO COMPLETE RENOVATIONS TO THE POINT THEATER AUDIENCE AREA. | PC | INGRAM, TX, US | $24,000 |
| Paid Grant | SCHREINER UNIVERSITY (LANDERS FUND) | FUND DISTRIBUTION OF LANDERS FUND FD | PC | KERRVILLE, TX, US | $21,000 |
| Paid Grant | AMERICAN CANCER SOCIETY | TO SUPPORT THE SOCIETY'S GENERAL OPERATIONS IN KERR, TX | PC | SAN ANTONIO, TX, US | $20,000 |
| Paid Grant | CHRISTIAN JOB CORPS OF GILLESPIE COUNTY | EXPAND 2020 PROGRAMS AND INCREASE AWARENESS | PC | FREDERICKSBURG, TX, US | $20,000 |
| Paid Grant | HUNT VOLUNTEER FIRE DEPARTMENT | SUPPORT FOR CONSTRUCTION OF NEW SUBSTATION | PC | HUNT, TX, US | $20,000 |
| Paid Grant | KERR COUNTY UNITED WAY | ASSIST WITH 2018-2019 CAMPAIGN | PC | KERRVILLE, TX, US | $20,000 |
| Paid Grant | TEXAS HERITAGE MUSIC FOUNDATION IN | PROGRAM SUPPORT FOR PUBLIC SCHOOLS | PC | FREDERICKSBURG, TX, US | $20,000 |
| Paid Grant | TRIPLE H EQUITHERAPY | GENERAL OPERATING SUPPORT | PC | PIPE CREEK, TX, US | $20,000 |
| Paid Grant | DOYLE SCHOOL COMMUNITY CENTER | FUND STRATEGIC PLAN AND PURCHASE NEW COMPUTER FOR OFFICE | PC | KERRVILLE, TX, US | $16,000 |
| Paid Grant | CLARITY CHILD GUIDANCE CENTER | FUND PROGRAM SUPPORT | PC | SAN ANTONIO, TX, US | $15,000 |
| Paid Grant | KERR COUNTY 4-H CLUB | FUNDING TO BUY ROBOTS AND SUPPLIES | PC | KERRVILLE, TX, US | $14,890 |
| Paid Grant | MARIANIST PROVINCE OF THE US (TECABOCA) | FUNDING TO COMPLETE THE ELECTRICAL INFRASTRUCTURE | PC | MOUNTAIN HOME, TX, US | $12,762 |
| Paid Grant | AMERICAN RED CROSS - TEXAS HILL COUNTRY CHAPTER | FUNDING TO SUPPORT HOUSE FIRE PREVENTION | PC | KERVILLE, TX, US | $10,000 |
| Paid Grant | HERITAGE FAMILY SCHOOL | MATCH GRANT FOR TUITION ASSISTANCE PROGRAM | PC | FREDERICKSBURG, TX, US | $10,000 |
| Paid Grant | HILL COUNTRY AMBASSADORS DBA LIVING WELL LEARNING CENTER | FUND TUITION SUPPLEMENT, SCHOLARSHIPS, AND OPERATING EXPENSES | PC | FREDERICKSBURG, TX, US | $10,000 |
| Paid Grant | MERCY GATE MINISTRIES | PURCHASE MAGDALENE HOUSE PROPERTY | PC | INGRAM, TX, US | $10,000 |
| Paid Grant | PETERSON REGIONAL MEDICAL CENTER | FUND DISTRIBUTION OF LAPHAM FUND | PC | KERRVILLE, TX, US | $10,000 |
| Paid Grant | THE ULTIMATE GIFT OF LIFE FOUNDATION | FUND EVENT SPONSOR/VENDOR FEES | PC | KERRVILLE, TX, US | $6,000 |
| Paid Grant | ALZHEIMER'S ASSOCATION | TO SUPPORT ONGOING COMMUNITY PROGRAMS AND SUPPORTIVE SERVICE IN THE KERR COUNTY AREA | PC | SAN ANTONIO, TX, US | $5,000 |
| Paid Grant | COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | SUPPORT THE CLAY AND WATER STREETS NODE OF "CLAY SOUTH" | PC | KERRVILLE, TX, US | $5,000 |
| Paid Grant | DIETERT CENTER | OPPERATING SUPPORT | PC | KERRVILLE, TX, US | $1,500 |
| Paid Grant | ANY BABY CAN (REESE JOHNSON FUND) | ANNUAL FUND DISTRIBUTION - REESE JOHNSON FD | PC | SAN ANTONIO, TX, US | $450 |
| Paid Grant | KERR COUNTY UNITED WAY | FUND DISTRIBUTION OF R&S JOHNSON FD | PC | KERRVILLE, 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
- 2020-03-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Massey Itschner & Co Pc
- Address
- 707 HILL COUNTRY DR SUITE 118, KERRVILLE, TX 78028
- Preparer
- Alan R Massey
- Phone
- 8302575330
Raw XML AppendixShowing 400 of 1,252 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 | 14300 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 1 | 1025 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ACCOUNTING FEES |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 1 | ADP FEES |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 11700 |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 1 | 1025 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 2600 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 1 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 0 | 1998-07-15 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 1 | 2002-06-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 2 | 1998-10-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 3 | 2006-12-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 4 | 2013-11-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 5 | 1998-08-31 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 6 | 1998-10-15 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 7 | 2015-01-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 8 | 2015-06-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 9 | 1998-06-30 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 10 | 2008-12-31 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 11 | 2014-08-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 12 | 2014-07-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 13 | 1997-07-21 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 14 | 2019-05-01 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 15 | 2019-08-01 |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 0 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 1 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 2 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 3 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 4 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 5 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 6 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 7 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 8 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 9 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 10 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 11 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 12 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 13 | L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 14 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 15 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 0 | 3736 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 1 | 12800 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 2 | 586358 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 3 | 2432 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 4 | 3441 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 5 | 1827 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 6 | 1120 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 7 | 4621 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 8 | 2085 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 9 | 2300 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 10 | 7112 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 11 | 22548 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 12 | 12734 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 13 | 130607 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 14 | 19825 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 15 | 6060 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 0 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 1 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 2 | 14659 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 3 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 4 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 5 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 6 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 7 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 8 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 9 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 10 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 11 | 2255 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 12 | 1273 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 13 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 14 | 1322 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 15 | 505 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 0 | 5.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 1 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 2 | 40.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 3 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 4 | 3.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 5 | 5.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 6 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 7 | 3.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 8 | 3.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 9 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 10 | 5.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 11 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 12 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 13 | 10.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 14 | 5.000000000000 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 0 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 1 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 2 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 3 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 4 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 5 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 6 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 7 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 8 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 9 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 10 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 11 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 12 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 13 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 14 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt | 15 | 0 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 0 | 3736 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 1 | 12800 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 2 | 296844 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 3 | 2432 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 4 | 3441 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 5 | 1827 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 6 | 1120 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 7 | 4621 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 8 | 2085 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 9 | 2300 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 10 | 7112 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 11 | 9959 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 12 | 5730 |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 0 | TELEPHONE EQUIPMENT |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 1 | LANDSCAPE IMPROVMENTS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 2 | OFFICE BUILDING |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 3 | OFFICE FURNITURE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 4 | 2 DELL COMPUTERS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 5 | SECURITY ALARM EQUIPMENT |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 6 | FILE CABINETS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 7 | IPADS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 8 | SHARP TV- BOARDROOM |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 9 | OFFICE FURNITURE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 10 | SHARP IMAGER |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 11 | PERGOLA |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 12 | WOOD FLOORING |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 13 | LAND - JEFFERSON STREET |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 14 | LANDSCAPE IMPROVMENTS |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 15 | SHARP MX-3071 IMAGER |
| 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 | 56764315 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 221331 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 505121 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 9844 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 9844 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 56764315 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 221331 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 505121 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 9844 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 9844 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt | 0 | 1027142 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 1395561 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 297896 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt | 0 | 541 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd | 0 | 15 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 2721140 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 2721140 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 12725 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 2600 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 15325 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 1395561 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 140950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 11050 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 152000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 2056941 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 2058291 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 409 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 20014 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 1027142 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 1027142 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 171322 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 15711543 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 297896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 297896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 1395561 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 2561592 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt | 0 | 15161 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt | 0 | 15161 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 45067 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt | 0 | 45067 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 13296 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 13296 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 541 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 541 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 138448 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 138448 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt | 0 | 33821 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 3754 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt | 0 | 37575 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 3696 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 55050 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 2317961 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 159548 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 2550227 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 2721140 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 2721549 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 261020 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 159548 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 491936 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 14315982 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 1236343 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 159218 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 1236343 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 159218 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 15552325 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 159218 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | PUBLICLY TRADED SECURITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | CAPITAL GAINS DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 1395561 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 171322 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 5675563 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 57968900 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 52122015 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 57968900 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 2675113 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 2675113 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 2675113 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 2726345 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 51232 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 51232 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 50400 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 51232 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 51232 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 51232 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 832 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 50400 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 58082745 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt | 0 | 295 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt | 0 | 114745 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt | 0 | 74787 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 114745 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 114745 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 13258 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 7345 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 7345 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 51673430 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 57510455 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 57510455 |
| IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt | 0 | 667946 |
| IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt | 0 | 746464 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt | 0 | 112200 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt | 0 | 113550 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt | 0 | 374021 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt | 0 | 819606 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt | 0 | 439714 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt | 0 | 445585 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt | 0 | 445585 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt | 0 | 51454069 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt | 0 | 57222436 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt | 0 | 33026 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt | 0 | 4615 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt | 0 | 4615 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 52234215 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 58082745 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 58082745 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 112200 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 113845 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 52234215 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 58082745 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 52122015 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 57968900 |
| IRS990PF/MethodOfAccountingAccrualInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 55357254 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 17789 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 55220105 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 830359 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 119360 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 2726345 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 54526895 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 55357254 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | BROADWAY WEALTH MANAGEMENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 138448 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | INVEST TRUST FEES |
| 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/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 40.00 |
| 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 | 5500 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 5 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 6 | 6000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 7 | 110500 |
| 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 | 7956 |
| 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 | 2347 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | T KYLE PRIOUR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | WH COWDEN JR 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/SECRETARY |
| 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 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 7 | P O BOX 293870 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | KERRVILLE |
| 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 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | TX |
| 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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 2636266 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 2661882 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 2488404 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 2324820 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt | 0 | 2796939 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt | 0 | 2847320 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt | 0 | 2513013 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt | 0 | 0.048348 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt | 0 | 0.045678 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt | 0 | 0.043294 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt | 0 | 0.054428 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt | 0 | 0.052723 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt | 0 | 0.045619 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd | 0 | 0 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt | 0 | 25616 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt | 0 | 54526895 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt | 0 | 54477307 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt | 0 | 53698060 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $58,082,745
- Liabilities
- $113,845
- Net assets
- $57,968,900
- Revenue
- $2,721,549
- Expenses
- $2,550,227
- Net income
- $171,322