Civic Intelligence

Circle Bar Foundation

990PF • Fiscal year 2012 • EIN 74-6063672

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
PO Box 79100078279-1000
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,630,412

Up $169,946 (+2.3%) from 2011

Net Assets

Up

$7,608,650

Up $160,089 (+2.1%) from 2011

Liabilities

Up

$21,762

Up $9,857 (+83%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$462,220

Down $6,444 (-1.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2010: $6,979,136Liabilities 2010: $10,070Net Assets 2010: $6,969,0662010Assets 2011: $7,460,466Liabilities 2011: $11,905Net Assets 2011: $7,448,5612011Assets 2012: $7,630,412Liabilities 2012: $21,762Net Assets 2012: $7,608,6502012Assets 2013: $7,562,039Liabilities 2013: $6,182Net Assets 2013: $7,555,8572013Assets 2014: $7,482,829Liabilities 2014: $8,124Net Assets 2014: $7,474,7052014Assets 2015: $22,944,457Liabilities 2015: $0Net Assets 2015: $22,944,4572015Assets 2016: $22,961,213Liabilities 2016: $0Net Assets 2016: $22,961,2132016Assets 2017: $24,604,766Liabilities 2017: $10,285Net Assets 2017: $24,594,4812017Assets 2019: $25,716,369Liabilities 2019: $3,470Net Assets 2019: $25,712,8992019Assets 2020: $25,237,280Liabilities 2020: $830Net Assets 2020: $25,236,4502020Assets 2021: $25,999,998Liabilities 2021: $3,875Net Assets 2021: $25,996,1232021Assets 2022: $26,628,736Liabilities 2022: $12022Assets 2023: $28,255,760Liabilities 2023: $104,9002023Assets 2024: $28,864,390Liabilities 2024: $198,113Net Assets 2024: $28,666,2772024

Highlighted filing

2012

Assets$7,630,412
Liabilities$21,762
Net Assets$7,608,650
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $438,7092010Expenses 2011: $468,6642011Expenses 2012: $462,2202012Revenue 2013: $451,997Expenses 2013: $498,738Net Income 2013: -$46,7412013Revenue 2014: $464,171Expenses 2014: $541,104Net Income 2014: -$76,9332014Revenue 2015: $4,210,210Expenses 2015: $689,383Net Income 2015: $3,520,8272015Revenue 2016: $1,502,995Expenses 2016: $1,486,239Net Income 2016: $16,7562016Revenue 2017: $1,185,743Expenses 2017: $1,610,685Net Income 2017: -$424,9422017Revenue 2019: $2,039,788Expenses 2019: $1,795,506Net Income 2019: $244,2822019Revenue 2020: $1,046,220Expenses 2020: $1,524,376Net Income 2020: -$478,1562020Revenue 2021: $2,246,803Expenses 2021: $1,485,918Net Income 2021: $760,8852021Revenue 2022: $1,810,890Expenses 2022: $1,178,277Net Income 2022: $632,6132022Revenue 2023: $3,090,672Expenses 2023: $1,568,548Net Income 2023: $1,522,1242023Revenue 2024: $2,434,783Expenses 2024: $1,919,366Net Income 2024: $515,4172024

Highlighted filing

2012

Revenue-
Expenses$462,220
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H WHITE JRManager-$0--
TULETA C WHITETrustee-$0--
LAURIE M WHITETrustee-$0--
JOHN WHITE IIITrustee-$0--
MOLLY C WHITETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAN ANTONIO ACADEMYCAMPAIGNCAPITALPUBLICSAN ANTONIO, TX, US$100,000
Paid GrantSAN ANTONIO ACADEMYEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$50,000
Paid GrantSUNSHINE COTTAGEEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$34,500
Paid GrantCHILDREN'S BEREAVEMENT CENTEREXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$27,500
Paid GrantCHILDREN'S SHELTER OF SAN ANTONIOEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$25,000
Paid GrantRESPITE CARE OF SAN ANTONIOEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$25,000
Paid GrantCANDLELIGHT RANCH FOUNDATIONEXPENSESOPERATINGPUBLICAUSTIN, TX, US$15,000
Paid GrantTEXAS BURN SURVIVOR SOCIETYEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$15,000
Paid GrantSAN ANTONIO SPORTS FOUNDATIONEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$12,500
Paid GrantUNICORN CENTERS INCEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$12,000
Paid GrantCHILD ADVOCATES SAN ANTONIOEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$10,000
Paid GrantELF LOUISE CHRISTMAS PROJECTEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$10,000
Paid GrantGOOD SAMARITAN COMMUNITY SERVICESEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$10,000
Paid GrantSAN ANTONIO BOTANICAL SOCIETYEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$10,000
Paid GrantSAN ANTONIO CHILDREN'S MUSEUMEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$10,000
Paid GrantLEXI'S PLACEEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$7,500
Paid GrantST JUDE'S RANCH FOR CHILDRENEXPENSESOPERATINGPUBLICBULVERDE, TX, US$7,500
Paid GrantYMCA OF SAN ANTONIOEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$7,500
Paid GrantSPECIAL OLYMPICS TEXASEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$6,000
Paid GrantASSISTANCE LEAGUE OF SAN ANTONIOEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$5,000
Paid GrantSAN ANTONIO FOOD BANKEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$5,000
Paid GrantTEXAS CAVALIERS CHARITABLE FOUNDATIONEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$5,000
Paid GrantBRACKENRIDGE PARK CONSERVANCYEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$3,000
Paid GrantSOCIETY OF ST VINCENT DE PAULEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$3,000
Paid GrantMISSION ROAD MINISTRIESEXPENSESOPERATINGPUBLICSAN ANTONIO, TX, US$2,500
Filing and Contact Details

Filer

EIN
74-6063672
Raw XML AppendixShowing 400 of 761 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/AccountingFees/Amount09947
AccountingFeesSchedule/AccountingFees/Amount17795
AccountingFeesSchedule/AccountingFees/Category0SOL SCHWARTZ & ASSOCIATES TAX RETURN PREP & AUDIT
AccountingFeesSchedule/AccountingFees/Category1JOHN H. WHITE & ASSOCIATES ACCOUNTING SERVICES
CashDeemedCharitableExplnStmt/Explanation0THE REASONABLE CASH BALANCES NECESSARY TO COVER CURRENT ADMINISTRATIVE EXPENSES AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE CHARITABLE ACTIVITIES OF THE FOUNDATION HAS BEEN CALCULATED PURSUANT TO REGULATIONS SECTION 53.4942 (A)-2(C)(3)(II)(E) AND 53.4942(A)-2(C)(3)(IV), AND REVENUE RULING 75-392 AS THE TOTAL OF ACCOUNTING FEES, PROFESSIONAL FEES, OTHER EXPENSES AND CONTRIBUTIONS PROJECTED TO BE PAID DURING THE DURING THE 2013 CALENDAR YEAR.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0364122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1250865
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2549531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3618715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4345178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51147238
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6118195
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7141836
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8121197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9199244
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10191594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11420387
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121383739
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue131416647
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0517514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1440733
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2748575
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3897961
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4475128
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51215656
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6136859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7177468
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8136825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9231384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10228600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11464507
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV121399914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV131415887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock022,828 SHRS DIMENSIONAL FUND ADVISORS US SMALL CAP INDEX PORTFOLIO 31
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116,732 SHRS DIMENSIONAL FUND ADVISORS REAL ESTATE SECURITIES PORTFOLIO 36
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock266,718 SHRS DIMENSIONAL FUND ADVISORS US LARGE CO PORT FUND #127
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock339,212 SHRS DIMENSIONAL FUND ADVISORS US LARGE CAP VALUE PORTFOLIO 35
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock427,932 SHRS DIMENSIONAL FUND ADVISORS US TARGETED VALUE PORTFOLIO 96
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock520,798 SHARES VANGUARD WELLINGTON -ADMIRAL FUND 521
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64,969 SHRS DIMENSIONAL FUND ADVISORS EMERGING MARKETS PORTFOLIO 56
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78,383 SHRS DIMENSIONAL FUND ADVISORS EMERGING MARKETS SMALL CAP PORTFOLIO 90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84,585 SHRS DIMENSIONAL FUND ADVISORS EMERGING MARKETS VALUE PORTFOLIO 95
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock914,480 SHRS DIMENSIONAL FUND ADVISORS INT'L SMALL CAP VALUE PORTFOLIO 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1014,350 SHRS DIMENSIONAL FUND ADVISORS INT'L SMALL CO PORTFOLIO 89
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1127,982 SHRS DIMENSIONAL FUND ADVISORS INT'L VALUE PORTFOLIO 45
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12125,552 SHRS DIMENSIONAL FUND ADVISORS FIVE-YEAR GLOBAL INCOME PORTFOLIO 24
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13137,198 SHRS DIMENSIONAL FUND ADVISORS ONE YEAR FIXED INCOME PORTFOLIO 3
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OVERSEAS CAP PARTNERS INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1DOUBLE BLACK DIAMOND LTD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV092844
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0161804
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0468278
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0OIL AND GAS ROYALTIES
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0-177
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0629905
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0629905
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss017742
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0468357
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0418500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0161804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0167764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01407463
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0468357
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0605207
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0-177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm023629
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss023629
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss0123
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01148
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0418500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm024777
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0629984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0629984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm024777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss043720
IRS990PF/BalanceSheets/AccountsPayableBOY011905
IRS990PF/BalanceSheets/AccountsPayableEOY021762
IRS990PF/BalanceSheets/AccountsReceivable05325
IRS990PF/BalanceSheets/AccountsReceivableBOY08001
IRS990PF/BalanceSheets/AccountsReceivableEOY05325
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV05325
IRS990PF/BalanceSheets/CapitalStockBOY01151996
IRS990PF/BalanceSheets/CapitalStockEOY01151996
IRS990PF/BalanceSheets/CashBOY0881
IRS990PF/BalanceSheets/CashEOY0873
IRS990PF/BalanceSheets/CashEOYFMV0873
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY06369541
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY07268488
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV08487011
IRS990PF/BalanceSheets/InvestmentsOtherBOY0750001
IRS990PF/BalanceSheets/InvestmentsOtherEOY01
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV092844
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY07
IRS990PF/BalanceSheets/OtherAssetsEOY07
IRS990PF/BalanceSheets/RetainedEarningsBOY06296565
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0332035
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0468357
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132007-01-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142007-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-12-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02490.686 SHRS DFA US SMALL CAP INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1188.587 SHRS DFA REAL ESTATE SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2930.113 SHRS DFA REAL ESTATE SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34647.396 SHRS DFA US LARGE COMPANY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43726.597 SHRS DFA US LARGE CAP VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53256.138 SHRS DFA US TARGETED VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset691.990 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7.848 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8192.118 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9261.266 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10112.406 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11147.966 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1268.624 SHRS DFA EMERGING MARKETS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13SECURITIES LITIGATION PAYMENT - INTL RECTIFIER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset142620.83 SHRS DOUBLE BLACK DIAMOND LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15DFA LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16VANGUARD WELLINGTON ADMIRAL CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis120
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis160
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1612665
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice057634
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0167764
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases07675
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal07616325
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY07448561
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY07608650
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0408189
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0408189
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0408189
IRS990PF/DistributableAmount/MinimumInvestmentReturn0414241
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06052
IRS990PF/DistributableAmount/TotalTax06052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment06325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-6325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments06325
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08941771
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets08734816
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0344030
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities07595741
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0450000
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0795045
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0414241
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08284816
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets08734816
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN H WHITE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TULETA C WHITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAURIE M WHITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN WHITE III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MOLLY C WHITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0MANAGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 791000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 791000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 791000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 791000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 791000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN ANTONIO

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,630,412
Liabilities
$21,762
Net assets
$7,608,650
Revenue
-
Expenses
$462,220
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.9$0.20$28.7$2.43$1.92$0.52
2023Summary only. Only limited summary data is available for this year.$28.3$0.10$3.09$1.57$1.52
2022Summary only. Only limited summary data is available for this year.$26.6$0.00$1.81$1.18$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.00$26.0$2.25$1.49$0.76
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.05$1.52$0.48
2019Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$2.04$1.80$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.01$24.6$1.19$1.61$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.00$23.0$1.50$1.49$0.02
2015Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$4.21$0.69$3.52
2014Detailed filing. Detailed filing data is available for this year.$7.48$0.01$7.47$0.46$0.54$0.08
2013Detailed filing. Detailed filing data is available for this year.$7.56$0.01$7.56$0.45$0.50$0.05
2012Detailed filing. Detailed filing data is available for this year.$7.63$0.02$7.61$0.46
2011Detailed filing. Detailed filing data is available for this year.$7.46$0.01$7.45$0.47
2010Detailed filing. Detailed filing data is available for this year.$6.98$0.01$6.97$0.44