Civic Intelligence

Wallie Lock Charitable Foundation

990PF • Fiscal year 2017 • EIN 74-2591783

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

Organization Profile
242 Claris LaneGeorgetown, TX 78626-1947

(512) 868-3151

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,749

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$497,942

Down $3,579 (-0.7%) from 2016

Net Assets

Down

$497,942

Down $3,579 (-0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Up

$27,906

Up $5,935 (+27%) from 2016

Expenses

Up

$31,485

Up $140 (+0.4%) from 2016

Net Income

Up

-$3,579

Up $5,795 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2010: $548,582Liabilities 2010: $0Net Assets 2010: $548,5822010Assets 2011: $545,035Liabilities 2011: $0Net Assets 2011: $545,0352011Assets 2012: $511,257Liabilities 2012: $0Net Assets 2012: $511,2572012Assets 2013: $522,567Liabilities 2013: $0Net Assets 2013: $522,5672013Assets 2014: $520,359Liabilities 2014: $0Net Assets 2014: $520,3592014Assets 2015: $510,895Liabilities 2015: $0Net Assets 2015: $510,8952015Assets 2016: $501,521Liabilities 2016: $0Net Assets 2016: $501,5212016Assets 2017: $497,942Liabilities 2017: $0Net Assets 2017: $497,9422017Assets 2018: $499,264Liabilities 2018: $0Net Assets 2018: $499,2642018Assets 2019: $492,874Liabilities 2019: $0Net Assets 2019: $492,8742019Assets 2020: $479,774Liabilities 2020: $0Net Assets 2020: $479,7742020Assets 2021: $478,400Liabilities 2021: $0Net Assets 2021: $478,4002021Assets 2022: $474,640Liabilities 2022: $0Net Assets 2022: $474,6402022Assets 2023: $466,010Liabilities 2023: $0Net Assets 2023: $466,0102023Assets 2024: $461,590Liabilities 2024: $0Net Assets 2024: $461,5902024

Highlighted filing

2017

Assets$497,942
Liabilities$0
Net Assets$497,942
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$40K$20K$0-$20KExpenses 2010: $20,5382010Expenses 2011: $30,1522011Expenses 2012: $27,4232012Revenue 2013: $39,352Expenses 2013: $28,042Net Income 2013: $11,3102013Revenue 2014: $27,235Expenses 2014: $29,443Net Income 2014: -$2,2082014Revenue 2015: $20,273Expenses 2015: $29,737Net Income 2015: -$9,4642015Revenue 2016: $21,971Expenses 2016: $31,345Net Income 2016: -$9,3742016Revenue 2017: $27,906Expenses 2017: $31,485Net Income 2017: -$3,5792017Revenue 2018: $34,056Expenses 2018: $32,734Net Income 2018: $1,3222018Revenue 2019: $25,393Expenses 2019: $31,783Net Income 2019: -$6,3902019Revenue 2020: $19,548Expenses 2020: $32,648Net Income 2020: -$13,1002020Revenue 2021: $34,464Expenses 2021: $35,838Net Income 2021: -$1,3742021Revenue 2022: $28,902Expenses 2022: $32,662Net Income 2022: -$3,7602022Revenue 2023: $17,321Expenses 2023: $26,023Net Income 2023: -$8,7022023Revenue 2024: $26,637Expenses 2024: $31,057Net Income 2024: -$4,4202024

Highlighted filing

2017

Revenue$27,906
Expenses$31,485
Net Income-$3,579
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDITH PORFIRIOTrustee-$1,749-$1,749
RONNIE PORFIRIOTrustee-$1,749-$1,749
KAREN CAVANAUGHTrustee-$1,749-$1,749
Filing and Contact Details

Filer

Filer Name
Wallie Lock Charitable Foundation
EIN
74-2591783
Phone
5128683151
Address
242 CLARIS LANE, GEORGETOWN, TX 78626-1947

Signing Officer

Name
Ronnie Porfirio
Title
Trustee
Phone
5128683151
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
John F Lewis Pc
Address
3613 WILLIAMS DRIVE STE 501, GEORGETOWN, TX 78628-1371
Preparer
Patricia a Katt
Phone
5128635720
Raw XML AppendixShowing 400 of 651 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251778
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/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GNMA POOL 564974 RET OF PRIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1166.554 SHARES FLMVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc245.664 SHARES NFJES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35.501 SHARES HAINX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc452.61 SHARES BBVSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5161.475 SHARES TRLGX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc636.538 SHARES DFISX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc722.562 SHARES NBGIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc811.612 SHARES FLMVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91164.05 SHARES NHILX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1060.006 SHARES HAINX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1149.459 SHARES REIPX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1212.192 SHARES HLLVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc139.027 SHARES PTRQX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14746.951 SHARES NFJEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15103.353 SHARES DISYX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1628.271 SHARES MADVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171328.58 SHARES HLLVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18480.917 SHARES BBTBX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1921.99 SHARES DFISX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20106.765 SHARES BBGLX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21LEHMAN BROS PRIN > BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22100.612 SHARES BBVLX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23112.768 SHARES BBGSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2491.275 SHARES BBIEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2542.173 SHARES DODFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010407
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0419
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3579
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0497942
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0501521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0497942
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026292
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026292
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026292
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026691
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/DistributableAmountGrp/TotalTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0290
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0290
IRS990PF/FMVAssetsEOYAmt0551090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt031584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0298781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0295771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0320337
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt03124
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt03090
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0732
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06370
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06370
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0501521
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0497942
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01668
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0474
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0501521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0497942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0551090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0501521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0497942
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0501521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0497942
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0167237
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0167237
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0191593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0541956
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0537025
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08129
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt059
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026691
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0533827
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0541956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21749
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/PersonNm0EDITH PORFIRIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RONNIE PORFIRIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN CAVANAUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01901 DAWN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1242 CLARIS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2113 CANYON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078628
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278628
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt026243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt026442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0533827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0521781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0535525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0549865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0525730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0531770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245801
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025493
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025493
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025493
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$497,942
Liabilities
$0
Net assets
$497,942
Revenue
$27,906
Expenses
$31,485
Net income
-$3,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.27$0.31$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.17$0.26$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.29$0.33$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.34$0.36$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.20$0.33$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.25$0.32$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.34$0.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.28$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.22$0.31$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.20$0.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.27$0.29$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.39$0.28$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.27
2011Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.30
2010Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.21