Civic Intelligence

Thomas L Jr & Grace P Downs Scholarship Fund

EIN 74-2123714 • 501(c)3 • San Antonio, TX

Profile

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

Frost Bank Trustee PO Box 2950San Antonio, TX 78299-2950

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$84,842

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$8,574,438

Down $77,081 (-0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$8,574,438

Down $77,081 (-0.9%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin9th percentile

Revenue

Down

$230,411

Down $101,113 (-30%) from 2024

Expenses

Down

$307,492

Down $36,303 (-11%) from 2024

Net Income

Down

-$77,081

Down $64,810 (-528%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2025

Assets$8,574,438
Liabilities$0
Net Assets$8,574,438
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$230,411
Expenses$307,492
Net Income-$77,081
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,574,438
Liabilities
$0
Net assets
$8,574,438
Revenue
$230,411
Expenses
$307,492
Net income
-$77,081
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$3,979,841
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 this organization supports southwestern university, texas wesleyan university and southern methodist university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,651,519$8,574,438▼ $77,081
Investments in Publicly Traded Securities$8,479,903$8,363,194▼ $116,709
Savings and Temporary Cash Investments$171,615$211,243▲ $39,628
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$8,651,519$8,574,438▼ $77,081
Other Assets Total$1$1→ $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$8,651,519$8,574,438▼ $77,081
Total Liabilities and Net Assets / Fund Balance$8,651,519$8,574,438▼ $77,081

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,651,519-▲ $230,411-$8,574,437
2023$8,663,790-▲ $331,524-$8,651,519
2022$8,609,490-▲ $395,869-$8,663,790
2021$7,474,286-▲ $1,490,350-$8,609,490
2020$7,467,657-▲ $342,548-$7,474,286
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost Bank TrusteeDebbie Broemsen, AdministratorFT$84,842$84,842

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$230,411
Other Revenue
$0
Change in Net Assets
$-77,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,000
Salaries, Compensation, and Employee Benefits$67,025
Other Expenses$28,467
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$212,000--$212,000
Current Officers, Directors, Trustees, and Key Employees$67,025$0$0$67,025
Fees for Service Investment Mgmnt Fees$0$17,817$0$17,817
Fees for Services Accounting$4,401$4,401$0$8,802
Other Expenses-$18-$18
Total Functional Expenses$283,426$24,066$0$307,492
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwestern UniversityGeorgetown, TX501(c)(3)Charitable$70,667
Texas Wesleyan UniversityFt Worth, TX501(c)(3)Charitable$70,667
Southern Methodist UniversityDallas, TX501(c)(3)Charitable$70,666
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 written conflict of interest policies that state any decision made must be in the accounts best interest. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. No transaction of this nature will be consummated without consultation with counsel and the prior approval of the statewide trust investment committee or the trust administrative committee. Annually employees are asked to sign an attestation certifying they are in compliance with these policies. Monthly monitoring occurs of employee and immediate family brokerage accounts to monitor for conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors.”

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

“Interest income: $60,373 dividend income: $248,842 -------------------------- totals: $309,215”

From 990, Part VI, Section B, Line 13,14,15

“Frost bank has a written whistleblower policy and a written document retention and destructions 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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Debbie Broemsen
Title
Trustee
Phone
2102204089
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Broemsen
Formed
1980
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
221 EAST 4TH STREET SUITE 2900, CINCINNATI, OH 45202
Preparer
Julie Sparks
Phone
5136121603
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 594 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0AS SET FORTH IN THE TRUST INSTRUMENT THIS ORGANIZATION SUPPORTS SOUTHWESTERN UNIVERSITY, TEXAS WESLEYAN UNIVERSITY AND SOUTHERN METHODIST UNIVERSITY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum02102204089
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ATTNDEBBIE BROEMSEN PO DRAWER 2950
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0782992950
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt08574438
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt067025
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt067025
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0212000
IRS990/CYInvestmentIncomeAmt0230411
IRS990/CYOtherExpensesAmt028467
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-77081
IRS990/CYSalariesCompEmpBnftPaidAmt067025
IRS990/CYTotalExpensesAmt0307492
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0230411
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SOUTHWESTERN UNIVERSITY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt094476
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04401
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04401
IRS990/FeesForServicesAccountingGrp/TotalAmt08802
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017817
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017817
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0FROST BANK TRUSTEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt084842
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0DEBBIE BROEMSEN, ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-78804
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt070666
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0212000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0212000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03670626
IRS990/GrossReceiptsAmt03979841
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03749430
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0AS SET FORTH IN THE TRUST INSTRUMENT AND FOLLOWED BY THE TRUSTEE, THIS ORGANIZATION SUPPORTS SOUTHWESTERN UNIVERSITY, TEXAS WESLEYAN UNIVERSITY AND SOUTHERN METHODIST UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1MINERAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01830
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118
IRS990/OtherExpensesGrp/TotalAmt01830
IRS990/OtherExpensesGrp/TotalAmt118
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DEBBIE BROEMSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TEXAS WESLEYAN UNIVERSITY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt094475
IRS990/ProgSrvcAccomActy2Grp/GrantAmt070667
IRS990/ProgSrvcAccomActy3Grp/Desc0SOUTHERN METHODIST UNIVERSITY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt094475
IRS990/ProgSrvcAccomActy3Grp/GrantAmt070667
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0254001
IRS990/PYInvestmentIncomeAmt0331524
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt026876
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12271
IRS990/PYSalariesCompEmpBnftPaidAmt062918
IRS990/PYTotalExpensesAmt0343795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331524
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-77081
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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/BOYAmt0171615
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0211243
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0309215
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0306050
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0309215
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0306050
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt024066
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt022681
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0285149
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0283369
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0283369
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0307177
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0307177
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0240864
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0307177
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0211061
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0307177
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt096116
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0283426
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt072365
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt096116
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt072365
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt072365
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt096116
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt071426
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0283426
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0307177
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt092.268
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0212000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0283426
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/CurrentYearAmt09625001
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt08910150
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0326268
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0313154
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt09298732
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt08596995
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0144375
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0133652
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09480626
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt08776498
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0331822
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0307177
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09625001
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08910150
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0331822
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0307177
IRS990ScheduleA/OtherSupportSumAmt00
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/SupportAmt070666
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt170667
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt270667
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TEXAS WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0212000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt095493
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08651519
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08574437
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0212000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0230411
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt089794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08663790
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08651519
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0254001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0331524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt086569
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08609490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08663790
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0255000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0395869

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