Civic Intelligence

Circle Bar Foundation

990PF • Fiscal year 2013 • EIN 74-6063672

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
PO Box 79100078279-1000

(210) 349-8822

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

34th percentile

-0.9%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$7,562,039

Down $68,373 (-0.9%) from 2012

Net Assets

Down

$7,555,857

Down $52,793 (-0.7%) from 2012

Liabilities

Down

$6,182

Down $15,580 (-72%) from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin22nd percentile

Revenue

$451,997

No earlier filing loaded for comparison.

Expenses

Up

$498,738

Up $36,518 (+7.9%) from 2012

Net Income

-$46,741

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2013

Assets$7,562,039
Liabilities$6,182
Net Assets$7,555,857
Open 2013 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

2013

Revenue$451,997
Expenses$498,738
Net Income-$46,741
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd 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--
Filing and Contact Details

Filer

EIN
74-6063672
Phone
2103498822

Signing Officer

Name
John H White Jr
Title
Foundation Manager
Phone
2103498822
Signed
2014-05-12

Preparer

Preparer
Jeff Albrecht
Phone
2103848000
Raw XML AppendixShowing 400 of 647 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1JOHN H. WHITE & ASSOCIATES ACCOUNTING SERVICES
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE 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 2014 CALENDAR YEAR.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02241.270 SHRS DFA INTL SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16134.982 SHRS DFA US LARE CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23341.395 SHRS DFA US TARGETED VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310.7793 SHRS OVERSEAS CAP PARTNERS(LEHMAN CLAIM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DFA LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD WELLINGTON ADMIRAL CAPITAL GAIN DIVIDENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SECURITIES LITIGATION PYMT - MARVEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SECURITES LITIGATION PYMT - MOTOROLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SECUITIES LITIGATION PYMT - WORLDCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0282683
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-46741
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06052
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07561909
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07608650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07555857
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0449470
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0449470
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0449470
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0453684
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04214
IRS990PF/DistributableAmountGrp/TotalTaxAmt04214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-4762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04762
IRS990PF/FMVAssetsEOYAmt09899917
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt021762
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt06182
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03778
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05325
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03778
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03778
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01151996
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01151996
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0873
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01849
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07268488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07413051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09741096
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09841
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06456654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06403861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0355718
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0143353
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0143353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07630412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07562039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09899917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07630412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07562039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07608650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07555857
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09598685
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0203300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09372182
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0525000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt023203
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0453684
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09073685
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09598685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN H WHITE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TULETA C WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURIE M WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN WHITE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MOLLY C WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 791000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 791000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO BOX 791000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13PO BOX 791000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14PO BOX 791000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode078279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode178279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode278279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode378279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode478279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0445536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0449750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0412448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0419210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0397344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0341089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0389500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09073685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08284816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08338630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07955770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06997677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08328923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0450000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245509
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0445786
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0450000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04214
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0450000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10800 ISOM ROAD SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode078216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JOHN H WHITE JR
IRS990PF/StatementsRegardingActyGrp/PhoneNum02103498822
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN H WHITE JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02103498822
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO BOX 791000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode078279
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DELA W WHITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,562,039
Liabilities
$6,182
Net assets
$7,555,857
Revenue
$451,997
Expenses
$498,738
Net income
-$46,741
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