Civic Intelligence

Thomas Lucius Downs Jr & Grace Pate Downs Scholarship Fund

990 • Fiscal year 2020 • EIN 74-2123714

Jun 01, 2019 to May 31, 2020 • Filed on Oct 08, 2020

Organization ProfileN/A
Frost Bank Trustee PO Box 2950San Antonio, TX 78299-2950

(210) 220-4089

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$61,708

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

43rd percentile

4.0%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,467,657

Up $284,647 (+4.0%) from 2019

Net Assets

Up

$7,467,657

Up $284,647 (+4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Up

$598,660

Up $135,831 (+29%) from 2019

Expenses

Up

$314,013

Up $2,194 (+0.7%) from 2019

Net Income

Up

$284,647

Up $133,637 (+88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$10M$5.0M$0Assets 2012: $6,065,228Liabilities 2012: $0Net Assets 2012: $6,065,2282012Assets 2013: $6,298,969Liabilities 2013: $0Net Assets 2013: $6,298,9692013Assets 2014: $6,594,234Liabilities 2014: $0Net Assets 2014: $6,594,2342014Assets 2015: $6,941,058Liabilities 2015: $0Net Assets 2015: $6,941,0582015Assets 2016: $6,765,043Liabilities 2016: $0Net Assets 2016: $6,765,0432016Assets 2017: $6,834,978Liabilities 2017: $0Net Assets 2017: $6,834,9782017Assets 2018: $7,031,996Liabilities 2018: $0Net Assets 2018: $7,031,9962018Assets 2019: $7,183,010Liabilities 2019: $0Net Assets 2019: $7,183,0102019Assets 2020: $7,467,657Liabilities 2020: $0Net Assets 2020: $7,467,6572020Assets 2021: $7,474,286Liabilities 2021: $0Net Assets 2021: $7,474,2862021Assets 2022: $8,609,490Liabilities 2022: $0Net Assets 2022: $8,609,4902022Assets 2023: $8,663,790Liabilities 2023: $0Net Assets 2023: $8,663,7902023Assets 2024: $8,651,519Liabilities 2024: $0Net Assets 2024: $8,651,5192024Assets 2025: $8,574,438Liabilities 2025: $0Net Assets 2025: $8,574,4382025

Highlighted filing

2020

Assets$7,467,657
Liabilities$0
Net Assets$7,467,657
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $303,905Expenses 2012: $240,618Net Income 2012: $63,2872012Revenue 2013: $436,533Expenses 2013: $202,792Net Income 2013: $233,7412013Revenue 2014: $497,220Expenses 2014: $201,955Net Income 2014: $295,2652014Revenue 2015: $474,822Expenses 2015: $127,998Net Income 2015: $346,8242015Revenue 2016: $201,113Expenses 2016: $377,128Net Income 2016: -$176,0152016Revenue 2017: $266,799Expenses 2017: $196,864Net Income 2017: $69,9352017Revenue 2018: $490,058Expenses 2018: $293,040Net Income 2018: $197,0182018Revenue 2019: $462,829Expenses 2019: $311,819Net Income 2019: $151,0102019Revenue 2020: $598,660Expenses 2020: $314,013Net Income 2020: $284,6472020Revenue 2021: $342,548Expenses 2021: $335,875Net Income 2021: $6,6732021Revenue 2022: $1,490,350Expenses 2022: $355,147Net Income 2022: $1,135,2032022Revenue 2023: $395,869Expenses 2023: $341,570Net Income 2023: $54,2992023Revenue 2024: $331,524Expenses 2024: $343,795Net Income 2024: -$12,2712024Revenue 2025: $230,411Expenses 2025: $307,492Net Income 2025: -$77,0812025

Highlighted filing

2020

Revenue$598,660
Expenses$314,013
Net Income$284,647
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 8, 2020
Return Version
2019v5.1
Gross Receipts
$598,660
Mission and Program Overview

Mission

As set forth in the trust instrument and followed by the trustee, this organization supports southwestern university, texas wesleyan university and southern methodist university.

As set forth in the trust instrument and organization supports southwestern university, texas wesleyan university and southern methodist university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,183,010$7,467,657▲ $284,647
Investments in Publicly Traded Securities$6,823,345$7,145,367▲ $322,022
Savings and Temporary Cash Investments$359,665$322,290▼ $37,375
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,183,010$7,467,657▲ $284,647
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,183,010$7,467,657▲ $284,647
Total Liabilities and Net Assets / Fund Balance$7,183,010$7,467,657▲ $284,647

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,183,009-▲ $598,660-$7,467,657
2018$7,031,998-▲ $462,830-$7,183,009
2017$6,834,978-▲ $490,058-$7,031,996
2016$6,765,043-▲ $266,799-$6,834,978
2015$6,941,058-▲ $201,113-$6,765,043
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeKathleen Finck, AdministratorFT$61,708$61,708

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$598,660
Other Revenue
$0
Change in Net Assets
$284,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$243,129
Salaries, Compensation, and Employee Benefits$61,708
Other Expenses$9,176
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$243,129--$243,129
Current Officers, Directors, Trustees, and Key Employees$30,854$30,854-$61,708
Fees for Services Accounting$3,564$3,564-$7,128
Other Expenses-$2,030-$2,030
Fees for Services Other-$18-$18
Total Functional Expenses$277,547$36,466$0$314,013
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX501(c)(3)Charitable$81,043
Southwestern UniversityGeorgetown, TX501(c)(3)Charitable$81,043
Texas Wesleyan UniversityFort Worth, TX501(c)(3)Charitable$81,043
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 11B

“Yes, the administrator for the trust reviews and signs form 990 as required by internal bank policies.”

Form 990, Part VI, Section B, Line 12C

“Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors. Frost bank has a written whistleblower policy and a written document retention and destruction policy. Compensation for the trustee is either set by the governing document or reflect charges that are normal and customary as established by the bank for similar accounts.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Form 990, Part VIII - Investment Income

“Dividend income 201,311 short term capital gain distributions 13,337 --------------------------------------------------------”

Filing and Contact Details

Filer

Filer Name
Thomas L Jr & Grace P Downs
EIN
74-2123714
In Care Of
% FROST BANK TRUST DEPARTMENT
Phone
2102204089
Address
FROST BANK TRUSTEE PO BOX 2950, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Kathleen Finck
Title
Officer
Phone
2102204089
Signed
2020-10-08

Organization Details

Principal Officer
Kathleen Finck
Formed
1980
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“As set forth in the trust instrument and followed by the trustee, this organization supports southwestern university, texas wesleyan university, and southern methodist university.”

Raw XML AppendixShowing 400 of 533 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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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0359665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0322290
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0214648
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0197381
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt013337
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt012076
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0201311
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0185305
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt036465
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt035478
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0178183
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0161903
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0161903
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0276555
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0276555
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0137618
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0276555
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0243127
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0276555
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt033428
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0277547
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt034420
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt033428
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt034420
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt034420
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt033428
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt034418
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0277547
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0276555
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.3587
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0243129
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0277547
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt08181739
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt08021904
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0481947
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0341643
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt07699791
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt07680260
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0122726
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0120329
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt08059013
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt07901575
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0282065
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0276555
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt08181739
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08021904
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0282065
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0276555
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741233796
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1750800691
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741233796
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt081043
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt181043
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt281043
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TEXAS WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0243129
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt070883
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07183009
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07467657
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0243129
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0598660
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt069006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07031998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07183009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0242813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0462830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt068292
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06834978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07031996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0224748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0490058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt063727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06765043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06834978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0133137
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0266799
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt060016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06941058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06765043
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0317112

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,467,657
Liabilities
$0
Net assets
$7,467,657
Revenue
$598,660
Expenses
$314,013
Net income
$284,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.57$0.00$8.57$0.23$0.31$0.08
2024Summary only. Only limited summary data is available for this year.$8.65$0.00$8.65$0.33$0.34$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.00$8.66$0.40$0.34$0.05
2022Summary only. Only limited summary data is available for this year.$8.61$0.00$8.61$1.49$0.36$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.34$0.34$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.60$0.31$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.00$7.18$0.46$0.31$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.00$7.03$0.49$0.29$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.83$0.00$6.83$0.27$0.20$0.07
2016Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.20$0.38$0.18
2015Summary only. Only limited summary data is available for this year.$6.94$0.00$6.94$0.47$0.13$0.35
2014Summary only. Only limited summary data is available for this year.$6.59$0.00$6.59$0.50$0.20$0.30
2013Summary only. Only limited summary data is available for this year.$6.30$0.00$6.30$0.44$0.20$0.23
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$6.07$0.30$0.24$0.06