Civic Intelligence

Perry Gething Foundation

990PF • Fiscal year 2018 • EIN 74-2359576

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profile
PO Box 830233San Antonio, TX 78283-0233

(210) 227-9498

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,682,121

Up $7,860 (+0.1%) from 2017

Net Assets

Up

$5,672,121

Up $17,860 (+0.3%) from 2017

Liabilities

Down

$10,000

Down $10,000 (-50%) from 2017

Revenue And Expenses

Revenue

Up

$283,361

Up $17,867 (+6.7%) from 2017

Expenses

Up

$264,989

Up $54,743 (+26%) from 2017

Net Income

Down

$18,372

Down $36,876 (-67%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,488,229Liabilities 2012: $02012Assets 2013: $5,575,390Liabilities 2013: $02013Assets 2014: $5,614,692Liabilities 2014: $0Net Assets 2014: $5,614,6922014Assets 2015: $5,636,053Liabilities 2015: $63,5922015Assets 2016: $5,690,712Liabilities 2016: $91,699Net Assets 2016: $5,599,0132016Assets 2017: $5,674,261Liabilities 2017: $20,000Net Assets 2017: $5,654,2612017Assets 2018: $5,682,121Liabilities 2018: $10,000Net Assets 2018: $5,672,1212018Assets 2019: $5,766,176Liabilities 2019: $0Net Assets 2019: $5,766,1762019Assets 2020: $5,832,961Liabilities 2020: $25,000Net Assets 2020: $5,807,9612020Assets 2021: $5,923,224Liabilities 2021: $70,000Net Assets 2021: $5,853,2242021Assets 2022: $5,903,758Liabilities 2022: $70,000Net Assets 2022: $5,833,7582022Assets 2023: $5,958,804Liabilities 2023: $100,000Net Assets 2023: $5,858,8042023Assets 2024: $5,951,281Liabilities 2024: $95,000Net Assets 2024: $5,856,2812024Assets 2025: $6,147,373Liabilities 2025: $114,523Net Assets 2025: $6,032,8502025

Highlighted filing

2018

Assets$5,682,121
Liabilities$10,000
Net Assets$5,672,121
Open 2018 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $407,930Expenses 2012: $277,229Net Income 2012: $130,7012012Revenue 2013: $263,531Expenses 2013: $176,370Net Income 2013: $87,1612013Revenue 2014: $236,573Expenses 2014: $197,271Net Income 2014: $39,3022014Revenue 2015: $273,118Expenses 2015: $276,409Net Income 2015: -$3,2912015Revenue 2016: $248,355Expenses 2016: $221,803Net Income 2016: $26,5522016Revenue 2017: $265,494Expenses 2017: $210,246Net Income 2017: $55,2482017Revenue 2018: $283,361Expenses 2018: $264,989Net Income 2018: $18,3722018Revenue 2019: $342,386Expenses 2019: $248,331Net Income 2019: $94,0552019Revenue 2020: $337,678Expenses 2020: $287,415Net Income 2020: $50,2632020Revenue 2021: $327,570Expenses 2021: $282,307Net Income 2021: $45,2632021Revenue 2022: $318,131Expenses 2022: $337,597Net Income 2022: -$19,4662022Revenue 2023: $340,331Expenses 2023: $315,285Net Income 2023: $25,0462023Revenue 2024: $318,004Expenses 2024: $320,527Net Income 2024: -$2,5232024Revenue 2025: $382,865Expenses 2025: $348,287Net Income 2025: $34,5782025

Highlighted filing

2018

Revenue$283,361
Expenses$264,989
Net Income$18,372
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE M PERRYSecretary/TreasurerPT$35,000-$35,000
ROBERT PERRYPresidentPT$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Perry-gething Foundation
EIN
74-2359576
In Care Of
% KATHERINE PERRY
Phone
2102279498
Address
PO BOX 830233, SAN ANTONIO, TX 78283-0233

Signing Officer

Name
Katherine Perry
Title
Treasurer
Phone
2102279498
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
100 W Houston St Ste 1700, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
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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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07825540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07260684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07123278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07365977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07373106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06579719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0265299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.166363
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0262592
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0255299
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02707
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0265299
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 830233
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782830233
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KATHERINE PERRY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102279498
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAINTAINS AND RESTORES HISTORICALLY SIGNIFICANT HOUSES. THESE HOUSES HAVE REQUIRED EXTENSIVE RESTORATION AND RESTORATION WORK IS CONTINUING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE HOUSES ARE OPEN PERIODICALLY FOR TOURS AND CULTURAL ACTIVITIES FOR THE COMMUNITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0265299
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0478371
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1924502
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt220000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ANTIQUE FURNITURE, JEWELRY,
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1AND AUTOMOBILES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2OTHER CHARITABLE ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3CONSTRUCTION IN PROGRESS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0478371
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1924502
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt210000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16900000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt210000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0512
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FIESTA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7NY STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03484
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14816
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2122469
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32504
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt421325
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52222
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6705
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14816
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2122469
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32504
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt421325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INSURANCE PROCEEDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt06190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0USAA MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06190
TaxesSchedule/TaxesDetail/Amt038430
TaxesSchedule/TaxesDetail/Amt16968
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PMT & EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt038430
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt16968
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02102279498
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY-GETHING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0742359576
ReturnHeader/Filer/InCareOfNm0% KATHERINE PERRY
ReturnHeader/Filer/PhoneNum02102279498
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 830233
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782830233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C588A33E9FA75BC4089A97623735D3D647D5C4B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043D5D9E3AD37488C872F03E7D602DAC28569F4A9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId074089220183135000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 W Houston St Ste 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078205
ReturnHeader/PreparerPersonGrp/PhoneNum02102289696
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stewart Goodson
ReturnHeader/ReturnTs02018-11-09T15:32:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,682,121
Liabilities
$10,000
Net assets
$5,672,121
Revenue
$283,361
Expenses
$264,989
Net income
$18,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.15$0.11$6.03$0.38$0.35$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.95$0.10$5.86$0.32$0.32$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.10$5.86$0.34$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.07$5.83$0.32$0.34$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.07$5.85$0.33$0.28$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.03$5.81$0.34$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.34$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.68$0.01$5.67$0.28$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.02$5.65$0.27$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.09$5.60$0.25$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$5.64$0.06$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$5.58$0.00$0.26$0.18$0.09
2012Summary only. Only limited summary data is available for this year.$5.49$0.00$0.41$0.28$0.13