Civic Intelligence

Margaret Miller & N a Everett Foundation

990PF • Fiscal year 2020 • EIN 74-6125099

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-83%

Higher net margin than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$3,891

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 44.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-11%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$222,672

Down $7,307 (-3.2%) from 2019

Net Assets

Down

$222,672

Down $7,307 (-3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$8,819

Down $1,059 (-11%) from 2019

Expenses

Down

$16,146

Down $627 (-3.7%) from 2019

Net Income

Down

-$7,327

Down $432 (-6.3%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $235,746Liabilities 2011: $02011Assets 2012: $241,752Liabilities 2012: $02012Assets 2013: $240,354Liabilities 2013: $02013Assets 2014: $249,329Liabilities 2014: $0Net Assets 2014: $249,3292014Assets 2015: $241,583Liabilities 2015: $0Net Assets 2015: $241,5832015Assets 2016: $232,712Liabilities 2016: $0Net Assets 2016: $232,7122016Assets 2017: $232,444Liabilities 2017: $0Net Assets 2017: $232,4442017Assets 2018: $236,865Liabilities 2018: $0Net Assets 2018: $236,8652018Assets 2019: $229,979Liabilities 2019: $0Net Assets 2019: $229,9792019Assets 2020: $222,672Liabilities 2020: $0Net Assets 2020: $222,6722020Assets 2021: $221,187Liabilities 2021: $0Net Assets 2021: $221,1872021Assets 2022: $222,607Liabilities 2022: $0Net Assets 2022: $222,6072022Assets 2023: $256,344Liabilities 2023: $0Net Assets 2023: $256,3442023Assets 2024: $262,311Liabilities 2024: $0Net Assets 2024: $262,3112024

Highlighted filing

2020

Assets$222,672
Liabilities$0
Net Assets$222,672

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $11,737Expenses 2011: $13,734Net Income 2011: -$1,9972011Revenue 2012: $21,982Expenses 2012: $14,612Net Income 2012: $7,3702012Revenue 2013: $12,615Expenses 2013: $14,943Net Income 2013: -$2,3282013Revenue 2014: $23,916Expenses 2014: $15,173Net Income 2014: $8,7432014Revenue 2015: $7,886Expenses 2015: $15,683Net Income 2015: -$7,7972015Revenue 2016: $6,502Expenses 2016: $15,256Net Income 2016: -$8,7542016Revenue 2017: $14,691Expenses 2017: $14,615Net Income 2017: $762017Revenue 2018: $20,732Expenses 2018: $16,550Net Income 2018: $4,1822018Revenue 2019: $9,878Expenses 2019: $16,773Net Income 2019: -$6,8952019Revenue 2020: $8,819Expenses 2020: $16,146Net Income 2020: -$7,3272020Revenue 2021: $14,808Expenses 2021: $16,374Net Income 2021: -$1,5662021Revenue 2022: $20,356Expenses 2022: $18,560Net Income 2022: $1,7962022Revenue 2023: $49,986Expenses 2023: $16,416Net Income 2023: $33,5702023Revenue 2024: $23,127Expenses 2024: $16,917Net Income 2024: $6,2102024

Highlighted filing

2020

Revenue$8,819
Expenses$16,146
Net Income-$7,327
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$3,891-$3,891
Filing and Contact Details

Filer

Filer Name
Margaret Miller & N a Everett Foundation
EIN
74-6125099
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2021-03-26
Raw XML Appendix370 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt921315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1219333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1922649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt639547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt822977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt930628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1227515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1929954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287648 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464288448 ISHARES INTL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464288646 ISHARES SHORT-TERM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3921908844 VANGUARD DIVIDEND AP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm597717W315 WISDOMTREE EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6314172560 FEDERATED STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7466001864 IVY ASSET STRATEGY F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm819765P232 COLUMBIA MID CAP GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9693390700 PIMCO TOTAL RETURN F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10714199106 PERMANENT PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1172200Q182 PIMCO ALL ASSET ALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12008882532 INVESCO INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13592905509 METRO WEST T/R BD CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14464286772 ISHARES MSCI SOUTH K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15464287473 ISHARES RUSSELL MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16464287499 ISHARES RUSSELL MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17464287614 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18464287630 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1978463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2078464A359 SPDR BARCLAYS CONVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2192206C409 VANGUARD SHORT-TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2304315J860 ABERDEEN GLOBAL HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24464287598 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2638145N220 GOLDMAN SACHS ABSOLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2741902V872 HATTERAS ALPHA HEDGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28552983694 MFS VALUE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29744336504 PRUDENTIAL GLOBAL RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3076628R615 RIDGEWORTH MID CAP V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3187234N302 TCW SELECT EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3222544R305 CREDIT SUISSE COMMOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33722005626 PIMCO ALL ASSET FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm344812A0573 JPMORGAN INTL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3519765Y852 COLUMBIA EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3663872T885 NATIXIS FDS TR II AS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3794987W737 WELLS FARGO ABSOLUTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3819765Y357 COLUMBIA MID-CAP GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3992837F458 VIRTUS CEREDEX MID C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4014949P208 CAUSEWAY INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4178468R408 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4255273H353 MFS VALUE FUND CL R5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300889A400 INVESCO INTL GROWTH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05142
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03459
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0218
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08819
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08819
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01557
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03891
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010860
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05139
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05142
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7327
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010977
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03459
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05369
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05286
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0718.778 METRO WEST T/R BD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03459
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7327
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0222672
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0229979
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0222672
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012765
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012765
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012765
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012840
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/DistributableAmountGrp/TotalTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt068
IRS990PF/FMVAssetsEOYAmt0293815
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0229979
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0222672
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0222315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0214797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0285940
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07875
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0229979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0222672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0293815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0229979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0222672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0229979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0222672
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0260701
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05241
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0255460
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012840
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0256790
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0260701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03891
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0150 N COLLEGE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028255
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012917
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012917
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012917
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0901 MAIN ST FL 9
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752023735
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08003577094
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VALLEY BAPTIST LEGACY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01267 N STUART PLACE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARLINGEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0785524290
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010860
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010860
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010708
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010860
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0218
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND INCOME ADJ
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08003577094
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET MILLER & N A EVERETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0746125099
ReturnHeader/Filer/PhoneNum08003577094
ReturnHeader/Filer/USAddress/AddressLine1Txt0BANK OF AMERICA NA PO BOX 831
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752831041
ReturnHeader/ReturnTs02021-03-26T13:00:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.23$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.50$0.16$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.20$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.15$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.10$0.17$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.21$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.15$0.15$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.15$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.24$0.15$0.09
2013Summary only. Only limited summary data is available for this year.$2.40$0.00$0.13$0.15$0.02
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$0.22$0.15$0.07
2011Summary only. Only limited summary data is available for this year.$2.36$0.00$0.12$0.14$0.02