Civic Intelligence

Perry Gething Foundation

990PF • Fiscal year 2022 • EIN 74-2359576

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 18, 2023

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

(210) 227-9498

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.22x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

27th percentile

-6.1%

Higher net margin than 27% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$67,366

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

50th percentile

-0.3%

Faster asset growth than 50% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$5,903,758

Down $19,466 (-0.3%) from 2021

Net Assets

Down

$5,833,758

Down $19,466 (-0.3%) from 2021

Liabilities

Flat

$70,000

Flat from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin27th percentile

Revenue

Down

$318,131

Down $9,439 (-2.9%) from 2021

Expenses

Up

$337,597

Up $55,290 (+20%) from 2021

Net Income

Down

-$19,466

Down $64,729 (-143%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2022

Assets$5,903,758
Liabilities$70,000
Net Assets$5,833,758
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

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

2022

Revenue$318,131
Expenses$337,597
Net Income-$19,466
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 18, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE M PERRYSecretary/TreasurerPT$67,366-$67,366
ROBERT PERRYPresidentPT$20,000-$20,000
SARA JANE BRITTISVice PresidentPT$0--
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
2023-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt612976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt719247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt827887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1022469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1129660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1324528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1442025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1541038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAIRD CORE PLUS BOND INST:BCOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1USAA HIGH INCOME INSTITUTIONAL: UIHIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BAIRD CORE PLUS BOND INST:BCOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TCW EMERGING MARKETS INCOME I: TGEIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4USAA HIGH INCOME INSTITUTIONAL: UIHIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BAIRD CORE PLUS BOND INST:BCOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TCW EMERGING MARKETS INCOME I: TGEIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7USAA HIGH INCOME INSTITUTIONAL: UIHIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BAIRD CORE PLUS BOND INST:BCOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TCW EMERGING MARKETS INCOME I: TGEIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10USAA HIGH INCOME INSTITUTIONAL: UIHIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BAIRD CORE PLUS BOND INST:BCOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12TCW EMERGING MARKETS INCOME I: TGEIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13USAA HIGH INCOME INSTITUTIONAL: UIHIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BP CAPITAL MARK 3.224%24**CALLED**@105.064 EFF: 10373QAY6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15AT&T INC 4.125%26**CALLED**@102.5971214:00206RCT7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01264
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt028
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19466
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05833758
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05853224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05833758
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04396
IRS990PF/FMVAssetsEOYAmt024425183
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt070000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt070000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05853224
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05833758
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0108111
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt055459
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt055459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0810850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0808266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0768581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01952421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01963048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07441552
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01412873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01412873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014510000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01552297
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01503340
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01503340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05923224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05903758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024425183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt070000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt070000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05923224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05903758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05853224
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05833758
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt086672
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0160772
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0146251
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09688141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01619511
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08068630
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0145322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0477141
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09542819
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09688141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt067366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE M PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARA JANE BRITTIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 830233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 830233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 830233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0782830233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1782830233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2782830233
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0321202
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0321202
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0300500
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01264921
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0316138
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0321115
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0327168
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0255425
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01075183
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0268717
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0272948
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0278093
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01985-07-19
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0321202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01101243
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0269310
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0275039
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0235692
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0321202
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01101243
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0269310
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0275039
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0235692
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,903,758
Liabilities
$70,000
Net assets
$5,833,758
Revenue
$318,131
Expenses
$337,597
Net income
-$19,466
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