Civic Intelligence

Holt Atherton Educational Foundation

990PF • Fiscal year 2019 • EIN 74-2087236

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization Profile
300 Convent Suite 2500San Antonio, TX 78205-3714

(210) 227-7591

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$750

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$373,362

Down $12,025 (-3.1%) from 2018

Net Assets

Down

$373,362

Down $11,274 (-2.9%) from 2018

Liabilities

Down

$0

Down $751 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$22,753

Down $21,068 (-48%) from 2018

Expenses

Up

$33,863

Up $3,363 (+11%) from 2018

Net Income

Down

-$11,110

Down $24,431 (-183%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2012: $338,663Liabilities 2012: $82012Assets 2013: $357,053Liabilities 2013: $1,2922013Assets 2014: $379,054Liabilities 2014: $9022014Assets 2015: $390,588Liabilities 2015: $32Net Assets 2015: $390,5562015Assets 2016: $371,076Liabilities 2016: $0Net Assets 2016: $371,0762016Assets 2017: $372,387Liabilities 2017: $321Net Assets 2017: $372,0662017Assets 2018: $385,387Liabilities 2018: $751Net Assets 2018: $384,6362018Assets 2019: $373,362Liabilities 2019: $0Net Assets 2019: $373,3622019Assets 2020: $369,688Liabilities 2020: $0Net Assets 2020: $369,6882020Assets 2021: $405,298Liabilities 2021: $546Net Assets 2021: $404,7522021Assets 2022: $421,506Liabilities 2022: $0Net Assets 2022: $421,5062022Assets 2023: $430,655Liabilities 2023: $0Net Assets 2023: $430,6552023Assets 2024: $415,101Liabilities 2024: $0Net Assets 2024: $415,1012024Assets 2025: $412,472Liabilities 2025: $0Net Assets 2025: $412,4722025

Highlighted filing

2019

Assets$373,362
Liabilities$0
Net Assets$373,362
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2012: -$452Expenses 2012: $26,292Net Income 2012: -$26,7442012Revenue 2013: $45,172Expenses 2013: $26,740Net Income 2013: $18,4322013Revenue 2014: $52,800Expenses 2014: $29,307Net Income 2014: $23,4932014Revenue 2015: $39,727Expenses 2015: $29,510Net Income 2015: $10,2172015Revenue 2016: $18,549Expenses 2016: $37,630Net Income 2016: -$19,0812016Revenue 2017: $31,202Expenses 2017: $29,133Net Income 2017: $2,0692017Revenue 2018: $43,821Expenses 2018: $30,500Net Income 2018: $13,3212018Revenue 2019: $22,753Expenses 2019: $33,863Net Income 2019: -$11,1102019Revenue 2020: $32,032Expenses 2020: $35,773Net Income 2020: -$3,7412020Revenue 2021: $71,096Expenses 2021: $34,973Net Income 2021: $36,1232021Revenue 2022: $48,092Expenses 2022: $30,643Net Income 2022: $17,4492022Revenue 2023: $40,882Expenses 2023: $31,733Net Income 2023: $9,1492023Revenue 2024: $23,172Expenses 2024: $38,433Net Income 2024: -$15,2612024Revenue 2025: $28,955Expenses 2025: $31,584Net Income 2025: -$2,6292025

Highlighted filing

2019

Revenue$22,753
Expenses$33,863
Net Income-$11,110
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES N MARTINSecretary-$750-$750
PARKER ATHERTONTrustee-$0--
GEARY ATHERTONPresident-$0--
PETER ATHERTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Holt Atherton Educational
EIN
74-2087236
Address
300 CONVENT SUITE 2500, SAN ANTONIO, TX 78205-3714

Signing Officer

Name
James N Martin
Title
Secretary
Phone
2102277591
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cundiff Rogers & Solt Pc
Address
6243 W IH 10 STE 603, SAN ANTONIO, TX 78201
Preparer
Jeffrey S Bullington
Phone
2107349500
Raw XML AppendixShowing 400 of 737 raw XML fields

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

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc057 AMERN TOWER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1149 KAR AUCTION SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc283 WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3279 VODAFONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc478 GRANITE CONSTRUCTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc547 ELECTRONIC ARTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc688 ANDEAVOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7124 PEABODY ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8.1628 MARATHON PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc920 SPDR GOLD SHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10216 BRISTON-MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1176 ACTIVISION BLIZZARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12183 GARMIN LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13155 ISHARES CORE S&P SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14175 AVIVA PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1571 SPDR GOLD SHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161093 BANCO SANTANDER S A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17207 QURATE RETAIL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18513 AVIVA PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19121 FLOOR & DECOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20147 TECHNIPFMC LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2117 ADOBE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2245 PIONEER NATURAL RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23209 BED BATH & BEYOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2415 CHIPOTLE MEXICAN GRILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2522 ULTA BEAUTY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011643
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4692
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11110
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0164
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0373526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0384636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0373362
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024236
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024236
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024382
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/DistributableAmountGrp/TotalTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0716
IRS990PF/FMVAssetsEOYAmt0491775
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0751
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0231307
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0231307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt023592
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022524
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0361795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0350268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0469253
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0570
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0153329
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0142055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0385387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0373362
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0491775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0751
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0385387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0373362
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0384636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0373362
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0495064
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0469957
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07426
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024382
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0487638
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0495064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES N MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PARKER ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEARY ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 CONVENT SUITE 2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 CONVENT SUITE 2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21250 NE LOOP 410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35911 CAMINO SECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd378731
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt020800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.064017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0487638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0496554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0460324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0451457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0482867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0456722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239780
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024854
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0146
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES N MARTIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 CONVENT SUITE 2500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO

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.

Open filing
Assets
$373,362
Liabilities
$0
Net assets
$373,362
Revenue
$22,753
Expenses
$33,863
Net income
-$11,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.29$0.32$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$0.23$0.38$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.41$0.32$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.48$0.31$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.01$4.05$0.71$0.35$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.32$0.36$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.23$0.34$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.01$3.85$0.44$0.31$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.31$0.29$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.19$0.38$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.40$0.30$0.10
2014Summary only. Only limited summary data is available for this year.$3.79$0.01$0.53$0.29$0.23
2013Summary only. Only limited summary data is available for this year.$3.57$0.01$0.45$0.27$0.18
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.00$0.26$0.27