Civic Intelligence

The Powell Foundation

990PF • Fiscal year 2017 • EIN 74-6104592

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
2121 San FelipeHouston, TX 77019

(713) 523-7557

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

10th percentile

$37,625

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

95th percentile

39%

Faster asset growth than 95% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-73%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$231,651,870

Up $65,392,506 (+39%) from 2016

Net Assets

Up

$231,229,659

Up $66,655,673 (+41%) from 2016

Liabilities

Down

$422,211

Down $1,263,167 (-75%) from 2016

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin97th percentile

Revenue

Down

$35,801,752

Down $95,904,139 (-73%) from 2016

Expenses

Up

$6,007,028

Up $2,200,346 (+58%) from 2016

Net Income

Down

$29,794,724

Down $98,104,485 (-77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$600M$400M$200M$0Assets 2011: $23,097,602Liabilities 2011: $46,2562011Assets 2012: $25,363,545Liabilities 2012: $91,1522012Assets 2013: $30,009,000Liabilities 2013: $135,2712013Assets 2014: $31,554,878Liabilities 2014: $87,5572014Assets 2015: $31,032,702Liabilities 2015: $28,724Net Assets 2015: $31,003,9782015Assets 2016: $166,259,364Liabilities 2016: $1,685,378Net Assets 2016: $164,573,9862016Assets 2017: $231,651,870Liabilities 2017: $422,211Net Assets 2017: $231,229,6592017Assets 2018: $206,857,206Liabilities 2018: $200,001Net Assets 2018: $206,657,2052018Assets 2019: $347,767,188Liabilities 2019: $527,633Net Assets 2019: $347,239,5552019Assets 2020: $396,553,076Liabilities 2020: $627,356Net Assets 2020: $395,925,7202020Assets 2021: $469,745,572Liabilities 2021: $788,346Net Assets 2021: $468,957,2262021Assets 2022: $372,755,906Liabilities 2022: $1,166,470Net Assets 2022: $371,589,4362022Assets 2023: $421,222,742Liabilities 2023: $1,381,948Net Assets 2023: $419,840,7942023Assets 2024: $451,534,153Liabilities 2024: $1,693,911Net Assets 2024: $449,840,2422024

Highlighted filing

2017

Assets$231,651,870
Liabilities$422,211
Net Assets$231,229,659
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $2,450,214Expenses 2011: $954,505Net Income 2011: $1,495,7092011Revenue 2012: $1,691,613Expenses 2012: $1,248,991Net Income 2012: $442,6222012Revenue 2013: $1,286,815Expenses 2013: $1,354,590Net Income 2013: -$67,7752013Revenue 2014: $2,238,331Expenses 2014: $1,415,679Net Income 2014: $822,6522014Revenue 2015: $4,836,782Expenses 2015: $1,592,703Net Income 2015: $3,244,0792015Revenue 2016: $131,705,891Expenses 2016: $3,806,682Net Income 2016: $127,899,2092016Revenue 2017: $35,801,752Expenses 2017: $6,007,028Net Income 2017: $29,794,7242017Revenue 2018: $7,995,131Expenses 2018: $9,042,111Net Income 2018: -$1,046,9802018Revenue 2019: $88,266,136Expenses 2019: $12,308,427Net Income 2019: $75,957,7092019Revenue 2020: $11,786,045Expenses 2020: $15,155,146Net Income 2020: -$3,369,1012020Revenue 2021: $20,396,819Expenses 2021: $17,674,810Net Income 2021: $2,722,0092021Revenue 2022: $35,540,234Expenses 2022: $22,644,566Net Income 2022: $12,895,6682022Revenue 2023: $22,834,407Expenses 2023: $20,167,254Net Income 2023: $2,667,1532023Revenue 2024: $36,080,455Expenses 2024: $21,700,630Net Income 2024: $14,379,8252024

Highlighted filing

2017

Revenue$35,801,752
Expenses$6,007,028
Net Income$29,794,724
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine Osborne ValdezPresident/DirectorPT$37,625-$37,625
Ben H Powell VVP/Asst Tr/Director-$0--
Albert S TaborVP/Sec/Director-$0--
Harvin C Moore IVTreasurer/Director-$0--
Charles F CaldwellDirector-$0--
Marian P HarrisonDirector-$0--
Katherine P HillDirector-$0--
Molly N KiddDirector-$0--
Nancy Powell MooreDirector-$0--
Jan L RedfordDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Powell Foundation
EIN
74-6104592
Phone
7135237557
Address
2121 San Felipe, Houston, TX 77019

Signing Officer

Name
Katherine Osborne Valdez
Title
President
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 679 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt019138
AccountingFeesSchedule/AccountingFeesDetail/Amt117020
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Bookkeeping
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax compliance
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt018181
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt18510
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0957
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt18510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0500,000 Altria Group 285 08/09/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1500,000 American Express 265 12/02/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2500,000 Anheuser-Busch 33 02/01/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3500,000 AT&T Inc 3 06/30/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4500,000 Bank of America 35 04/19/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5500,000 Enterprise Prod 395 02/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6500,000 Gilead Sciences 325 09/01/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7500,000 Goldman Sachs 2625 04/25/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8100,000 Goldman Sachs 375 05/22/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9500,000 Home Depot 2625 06/01/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10500,000 JPMorgan Chase 325 09/23/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11450,000 McDonalds Corp 35 03/01/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12500,000 Morgan Stanley 3625 01/20/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13500,000 Pepsico Inc 2375 10/06/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14500,000 Philip Morris Intl 275 02/25/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15500,000 Verizon Comm 4125 03/16/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16500,000 Wells Fargo 3069 01/24/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0503215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1496452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2511576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3500826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4511067
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5519540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6514545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7499604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8103001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9502728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10511858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11462662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12511583
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13475362
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14489482
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15521209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16503694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0503215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1496452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2511576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3500826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4511067
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5519540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6514545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7499604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8103001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9502728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10511858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11462662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12511583
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13475362
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14489482
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15521209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16503694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01734928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15429299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22133040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35598240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42242274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54280261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62210004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75296899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8869100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91220534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102928147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111215354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123167307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133156408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144645800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152563363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161348563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173829924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182781866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195770242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20483302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212610720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224309682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23753537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241290900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25885127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265732035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271468340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286125363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291737639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301528072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312554692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32978696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331966688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346740470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35505750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361763352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371879010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381592360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392567143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40730800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415968746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422985870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43513609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt442246959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451713680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46569745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47116008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt483339090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492353667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt503079826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5129185491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5244141422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt534824186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt541808238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551749850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561905038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01734928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15429299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22133040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35598240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42242274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54280261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62210004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75296899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8869100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91220534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102928147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111215354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123167307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133156408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144645800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152563363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161348563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173829924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182781866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195770242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20483302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212610720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224309682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23753537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241290900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25885127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265732035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271468340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt286125363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291737639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301528072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312554692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32978696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331966688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346740470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35505750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361763352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371879010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381592360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt392567143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40730800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415968746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt422985870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43513609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442246959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451713680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46569745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47116008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt483339090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492353667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503079826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5129185491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5244141422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt534824186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt541808238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt551749850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt561905038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm030,400 shs Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156,140 shs Abbvie Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213,000 shs Air Products & Chemicals Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35,350 shs Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,400 shs Altria Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm543,100 shs American Express Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm619,810 shs Anheuser-Busch Inbev
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,300 shs Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85,000 shs ASML Holding NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910,415 shs Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105,700 shs Blackrock Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116,650 shs Canadian Pacific Railway Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1225,300 shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1321,600 shs Chubb Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14116,000 shs Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1546,700 shs Conocophillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165,900 shs Constellation Brands Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1730,100 shs Estee Lauder Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1833,260 shs Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1932,700 shs Facebook Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202,550 shs Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2137,000 shs Intercontinental Exchange In
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2240,300 shs JPMorgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2341,701 shs Kinder Morgan Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247,500 shs McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2515,730 shs Merck & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2667,010 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2734,307 shs Mondelez International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2871,250 shs Nestle SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2927,780 shs Nike Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3018,200 shs Novartis AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3147,600 shs Novo-Nordisk A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3220,700 shs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3316,400 shs Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3463,800 shs Philip Morris International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm355,000 shs Phillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3611,400 shs Praxair Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3759,500 shs Roche Holdings Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm389,400 shs S&P Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3926,300 shs State Street Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4011,200 shs Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4157,150 shs Texas Instruments Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4265,080 shs The Coca-Cola Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm435,590 shs The Procter & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4420,900 shs The Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4531,000 shs Total SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4616,500 shs Twenty-First Century Fox
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473,400 shs Twenty-First Century Fox
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4824,900 shs Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4918,450 shs United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5013,970 shs UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51689,638 shs Vanguard Mid-Cap Idx Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52361,726 shs Vanguard Tot Intl Stock Ix
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5342,310 shs Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5424,900 shs Walgreens Boots Alliance Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5517,720 shs Wal-Mart Stores Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5631,400 shs Wells Fargo & Co
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03784788
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03784788
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04677208
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0319374
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04996582
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04996582
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt026691
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09467
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt036158
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0319374
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033110
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04515
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt037625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06296857
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05011857
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt030805170
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04677208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04677208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt029794724
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06507984
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt024025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01265
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt025290
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0319374
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04635129
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt031692
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01668
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt033360
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0293671
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015457
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0309128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023121
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026947
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0265407
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0271642
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt076947
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04050
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt080997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt054040
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0146982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06837633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0361453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06007028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04996582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035801752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0540776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0361453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0995171
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt025284
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01758
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt027042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06188610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0318775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0318775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06507385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Settlement proceeds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0319374
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt029794724
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036860949
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0231229659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0164573986
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0231229659
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09615246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09615246
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09615246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09707949
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt092703
IRS990PF/DistributableAmountGrp/TotalTaxAmt092703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt071000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt092703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt092703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt092703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt021832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt071000
IRS990PF/FMVAssetsEOYAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0378
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt022211
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt040307
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt020049
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt040307
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt040307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0520764
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0988783
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0988783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03595583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08138404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08138404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0152678527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0217126656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0217126656
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01685000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05926139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01572622
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01572622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0166259364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01685378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0422211
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0166259364
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0231651870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0164573986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0231229659
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0164573986
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0231229659
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03517992
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03784788
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03784788
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0197115723
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03367908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0193747815
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02956736
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09707949
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0194158987
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0197115723
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0165317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt195712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt256588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt023384
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt112915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt210912
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Caroline J Sabin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Nicole T Ellis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Crystal M Ross
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Prgm Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Grant Admin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02121 San Felipe Ste 110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12121 San Felipe Ste 110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt22121 San Felipe Ste 110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd077019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd177019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd277019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Fayez Sarofim & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0265079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0909 Fannin St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00

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
$231,651,870
Liabilities
$422,211
Net assets
$231,229,659
Revenue
$35,801,752
Expenses
$6,007,028
Net income
$29,794,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$452$1.69$450$36.1$21.7$14.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$421$1.38$420$22.8$20.2$2.67
2022Detailed filing. Detailed filing data is available for this year.$373$1.17$372$35.5$22.6$12.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$470$0.79$469$20.4$17.7$2.72
2020Detailed filing. Detailed filing data is available for this year.$397$0.63$396$11.8$15.2$3.37
2019Detailed filing. Detailed filing data is available for this year.$348$0.53$347$88.3$12.3$76.0
2018Detailed filing. Detailed filing data is available for this year.$207$0.20$207$8.00$9.04$1.05
2017Detailed filing. Detailed filing data is available for this year.$232$0.42$231$35.8$6.01$29.8
2016Detailed filing. Detailed filing data is available for this year.$166$1.69$165$132$3.81$128
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.03$31.0$4.84$1.59$3.24
2014Summary only. Only limited summary data is available for this year.$31.6$0.09$2.24$1.42$0.82
2013Summary only. Only limited summary data is available for this year.$30.0$0.14$1.29$1.35$0.07
2012Summary only. Only limited summary data is available for this year.$25.4$0.09$1.69$1.25$0.44
2011Summary only. Only limited summary data is available for this year.$23.1$0.05$2.45$0.95$1.50