Civic Intelligence

Eugenia and Lawrence a Bertetti Foundation

990PF • Fiscal year 2021 • EIN 74-2553221

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 18, 2021

Organization Profile
PO Box 12139San Antonio, TX 78212-0139

(210) 827-2197

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-469%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-12%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$306,432

Down $14,624 (-4.6%) from 2020

Net Assets

$306,432

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$3,121

Down $423 (-12%) from 2020

Expenses

Down

$17,745

Down $1,123 (-6.0%) from 2020

Net Income

Up

-$14,624

Up $700 (+4.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2012: $335,040Liabilities 2012: $02012Assets 2013: $325,138Liabilities 2013: $02013Assets 2014: $308,663Liabilities 2014: $02014Assets 2015: $299,377Liabilities 2015: $02015Assets 2016: $285,789Liabilities 2016: $02016Assets 2020: $321,056Liabilities 2020: $02020Assets 2021: $306,432Liabilities 2021: $0Net Assets 2021: $306,4322021Assets 2022: $289,873Liabilities 2022: $0Net Assets 2022: $289,8732022Assets 2023: $281,957Liabilities 2023: $0Net Assets 2023: $281,9572023Assets 2024: $279,925Liabilities 2024: $0Net Assets 2024: $279,9252024Assets 2025: $277,218Liabilities 2025: $0Net Assets 2025: $277,2182025

Highlighted filing

2021

Assets$306,432
Liabilities$0
Net Assets$306,432
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$40K$20K$0-$20KRevenue 2012: $28,470Expenses 2012: $19,189Net Income 2012: $9,2812012Revenue 2013: $6,290Expenses 2013: $16,192Net Income 2013: -$9,9022013Revenue 2014: $2,069Expenses 2014: $18,544Net Income 2014: -$16,4752014Revenue 2015: $7,852Expenses 2015: $17,138Net Income 2015: -$9,2862015Revenue 2016: $6,356Expenses 2016: $19,944Net Income 2016: -$13,5882016Revenue 2020: $3,544Expenses 2020: $18,868Net Income 2020: -$15,3242020Revenue 2021: $3,121Expenses 2021: $17,745Net Income 2021: -$14,6242021Revenue 2022: $1,211Expenses 2022: $17,770Net Income 2022: -$16,5592022Revenue 2023: $9,634Expenses 2023: $17,550Net Income 2023: -$7,9162023Revenue 2024: $16,159Expenses 2024: $18,191Net Income 2024: -$2,0322024Revenue 2025: $16,748Expenses 2025: $19,455Net Income 2025: -$2,7072025

Highlighted filing

2021

Revenue$3,121
Expenses$17,745
Net Income-$14,624
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENIA BERTETTITrustee-$0--
LAURA BERTETTI BAUCUMTrustee-$0--
LINDA L BERTETTITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugenia & Lawrence a
EIN
74-2553221
Phone
2108272197
Address
PO BOX 12139, SAN ANTONIO, TX 78212-0139

Signing Officer

Name
Laura Bertetti Baucum
Title
Trustee
Signed
2021-10-18

Preparer

Firm
Abip Pc
Address
7330 SAN PEDRO AVENUE SUITE 901, SAN ANTONIO, TX 78216
Preparer
Caroline P Lochte CPA
Phone
2103412581
Raw XML Appendix317 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0354 SHS MARATHON PETROLEUM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0821
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04670
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NUSTAR ENERGY LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-2376
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03121
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0821
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0821
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04670
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04670
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-2376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2376
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET GAIN THRU NUSTAR ENERGY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14624
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0306432
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0321056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0306432
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016790
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016790
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016790
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016817
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/DistributableAmountGrp/TotalTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027
IRS990PF/FMVAssetsEOYAmt0338421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021389
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05952
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01969
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018050
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0321056
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0306432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0309623
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0298982
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0298982
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0321056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0306432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0338421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0321056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0306432
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0321056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0306432
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0341465
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0310318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031147
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05122
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016817
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0336343
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0341465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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/PersonNm0EUGENIA BERTETTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA BERTETTI BAUCUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA L BERTETTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 12139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1440 E MANDALAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22723 ESSEX TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0782120139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277027
IRS990PF/Organization501c3ExemptPFInd0X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 Y BERTETTI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 12139
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02108228474
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST DESCRIBING USE & PURPOSE;PROOF OF TAX-EXEMPT STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EUGENIA BERTETTI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02107344820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 12139
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0782120139
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE, EDUCATIONAL, SCIENTIFIC, RELIGIOUS, TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL FUND/ PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANNUAL FUND/PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAN ANTONIO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LANDA GARDENS CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MONTE VISTA HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JUNIOR LEAGUE OF SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEXAS BIOMEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MCNAY ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SAN ANTONIO MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0625 SHOOK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 12243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2233 BUSHNELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3723 BROOKLYN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 760549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 6069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6200 WEST JONES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3782151606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4782450549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5782090069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6782151402
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02284
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03313
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05952
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc01000 UNITS NUSTAR ENERGY LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01969
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt018050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NONDEDUCTIBLE EXPENSES PARTNE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NUSTAR ENERGY LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-2376
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2376
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - EXCISE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BERTETTI BAUCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUGENIA & LAWRENCE A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BERTETTI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0742553221
ReturnHeader/Filer/PhoneNum02108272197
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12139
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782120139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760689865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABIP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07330 SAN PEDRO AVENUE SUITE 901
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02103412581
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLINE P LOCHTE CPA
ReturnHeader/ReturnTs02021-10-20T14:26:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERTETTI BAUCUM
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,432
Liabilities
$0
Net assets
$306,432
Revenue
$3,121
Expenses
$17,745
Net income
-$14,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.17$0.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.18$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.01$0.18$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.03$0.18$0.15
2020Summary only. Only limited summary data is available for this year.$3.21$0.00$0.04$0.19$0.15
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$0.06$0.20$0.14
2015Summary only. Only limited summary data is available for this year.$2.99$0.00$0.08$0.17$0.09
2014Summary only. Only limited summary data is available for this year.$3.09$0.00$0.02$0.19$0.16
2013Summary only. Only limited summary data is available for this year.$3.25$0.00$0.06$0.16$0.10
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$0.28$0.19$0.09