Civic Intelligence

Freeman Emma Trust F0211400

990 • Fiscal year 2018 • EIN 74-6149528

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 14, 2019

Frost Bank Trustee PO Drawer 2950San Antonio, TX 78299-2950

(210) 220-4438

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$47,005

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

71st percentile

8.9%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$6,294,193

Up $517,052 (+8.9%) from 2017

Net Assets

Up

$6,294,193

Up $517,052 (+8.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$696,628

Up $174,832 (+34%) from 2017

Expenses

Up

$179,576

Up $32,377 (+22%) from 2017

Net Income

Up

$517,052

Up $142,455 (+38%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,848,684Liabilities 2011: $0Net Assets 2011: $4,848,6842011Assets 2012: $4,941,891Liabilities 2012: $0Net Assets 2012: $4,941,8912012Assets 2013: $5,058,823Liabilities 2013: $0Net Assets 2013: $5,058,8232013Assets 2014: $5,216,812Liabilities 2014: $0Net Assets 2014: $5,216,8122014Assets 2015: $5,189,305Liabilities 2015: $0Net Assets 2015: $5,189,3052015Assets 2016: $5,402,544Liabilities 2016: $0Net Assets 2016: $5,402,5442016Assets 2017: $5,777,141Liabilities 2017: $0Net Assets 2017: $5,777,1412017Assets 2018: $6,294,193Liabilities 2018: $0Net Assets 2018: $6,294,1932018Assets 2019: $6,612,691Liabilities 2019: $0Net Assets 2019: $6,612,6912019Assets 2020: $6,583,524Liabilities 2020: $0Net Assets 2020: $6,583,5242020Assets 2021: $6,543,474Liabilities 2021: $0Net Assets 2021: $6,543,4742021Assets 2022: $7,288,182Liabilities 2022: $0Net Assets 2022: $7,288,1822022Assets 2023: $7,333,900Liabilities 2023: $0Net Assets 2023: $7,333,9002023Assets 2024: $7,271,314Liabilities 2024: $0Net Assets 2024: $7,271,3142024Assets 2025: $7,380,206Liabilities 2025: $0Net Assets 2025: $7,380,2062025

Highlighted filing

2018

Assets$6,294,193
Liabilities$0
Net Assets$6,294,193

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $278,311Expenses 2011: $155,872Net Income 2011: $122,4392011Revenue 2012: $273,143Expenses 2012: $179,936Net Income 2012: $93,2072012Revenue 2013: $275,904Expenses 2013: $158,972Net Income 2013: $116,9322013Revenue 2014: $310,631Expenses 2014: $152,642Net Income 2014: $157,9892014Revenue 2015: $448,317Expenses 2015: $475,824Net Income 2015: -$27,5072015Revenue 2016: $369,229Expenses 2016: $156,289Net Income 2016: $212,9402016Revenue 2017: $521,796Expenses 2017: $147,199Net Income 2017: $374,5972017Revenue 2018: $696,628Expenses 2018: $179,576Net Income 2018: $517,0522018Revenue 2019: $513,928Expenses 2019: $195,431Net Income 2019: $318,4972019Revenue 2020: $202,613Expenses 2020: $231,777Net Income 2020: -$29,1642020Revenue 2021: $304,929Expenses 2021: $344,862Net Income 2021: -$39,9332021Revenue 2022: $969,254Expenses 2022: $224,546Net Income 2022: $744,7082022Revenue 2023: $311,612Expenses 2023: $265,894Net Income 2023: $45,7182023Revenue 2024: $224,507Expenses 2024: $287,093Net Income 2024: -$62,5862024Revenue 2025: $424,328Expenses 2025: $315,436Net Income 2025: $108,8922025

Highlighted filing

2018

Revenue$696,628
Expenses$179,576
Net Income$517,052
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$696,628
Mission and Program Overview

Mission

The primary purpose of the emma freement trust is to assist the religious and charitable beneficiary organizations. Each of these religious and charitable organizations is organzied and operated exclusively for religious, charitable, or educational purposes and all contributions shall be used only in the state of texas.

The primary purpose of the emma freeman trust is to assist the religious and charitable beneficiary organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,777,141$6,294,193▲ $517,052
Cap Stk Tr Prin Current Funds$5,777,141$6,294,193▲ $517,052
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,777,141$6,294,193▲ $517,052
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,777,141$6,294,193▲ $517,052
Total Liabilities and Net Assets / Fund Balance$5,777,141$6,294,193▲ $517,052

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,777,141-▲ $696,628$26,482$6,294,193
2016$5,402,544-▲ $521,796$23,352$5,777,141
2015$5,189,604-▲ $369,229$22,623$5,402,544
2014$5,216,812-▲ $448,317$23,229$5,189,305
2013$5,058,822-▲ $310,631$23,077$5,216,812
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
FROST BANK TrusteeKathleen Finck, AdministratorFT$47,005$47,005

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$696,628
Other Revenue
$0
Change in Net Assets
$517,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,516
Salaries, Compensation, and Employee Benefits$47,006
Other Expenses$7,054
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,516--$125,516
Current Officers, Directors, Trustees, and Key Employees$23,503$23,503$0$47,006
Fees for Services Accounting$2,979$2,980$0$5,959
Other Expenses$0$1,095$0$1,095
Total Functional Expenses$151,998$27,578$0$179,576
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Freeman Educational FoundationSan Antonio, TX501(c)(3)Charitable$37,519
Clifford Craig-bledsoe Memorial FoundationSan Antonio, TX501(c)(3)Charitable$6,705
American Heart AssociationSt Petersburg, FL501(c)(3)Charitable$6,254
Christus Santa Rosa HealthcareSan Antonio, TX501(c)(3)Charitable$6,254
The Salvation ArmyDallas, TX501(c)(3)Charitable$6,254
American Cancer SocietyOklahoma City, OK501(c)(3)Charitable$6,253
Baptist Child and Family ServicesSan Antonio, TX501(c)(3)Charitable$6,253
Congregation Agudas AchimSan Antonio, TX501(c)(3)Charitable$6,253
Congregation Rodfei SholomSan Antonio, TX501(c)(3)Charitable$6,253
Golden Manor - Jewish Home for the AgedSan Antonio, TX501(c)(3)Charitable$6,253
Jewish Federation of San AntonioSan Antonio, TX501(c)(3)Charitable$6,253
SANTA ROSA CHILDREN'S HOSPITAL FOUNDATIONSan Antonio, TX501(c)(3)Charitable$6,253
San Antonio Lighthouse for the BlindSan Antonio, TX501(c)(3)Charitable$6,253
Temple Beth-elSan Antonio, TX501(c)(3)Charitable$6,253
The Arc of San Antonio IncSan Antonio, TX501(c)(3)Charitable$6,253
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The administrator for the trust reviews and signs form 990 as required by internal bank policies.

Form 990, Part VI, Section B, Line 12C

Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflict of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors. Frost bank has a written whistleblower policy and a written document retention and destruction policy. Compensation for the trustee is either set by the governing document or reflect charges that are normal and customary as established by the bank for similar accounts.

Form 990, Part VI, Section C, Line 19

Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
EMMA FREEMAN TRUST #2114
EIN
74-6149528
In Care Of
% FROST BANK TRUST DEPT
Phone
2102204438
Address
FROST BANK TRUSTEE PO DRAWER 2950, SAN ANTONIO, TX 78299-2950

Signing Officer

Name
Kathleen Finck
Title
Officer
Phone
2102204438
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Finck
Formed
1973
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
100 W Houston St Ste 1700, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

As set forth in the trust instrument and followed by the trustee, this organization supports the beneficiary organizations.

Raw XML AppendixShowing 400 of 940 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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IRS990/ProgSrvcAccomActyOtherGrp/Desc4CONGREGATION RODFEI SHOLOM
IRS990/ProgSrvcAccomActyOtherGrp/Desc5SAN ANTONIO LIGHTHOUSE FOR THE BLIND
IRS990/ProgSrvcAccomActyOtherGrp/Desc6SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc7CHRISTUS SANTA ROSA HEALTHCARE
IRS990/ProgSrvcAccomActyOtherGrp/Desc8JEWISH FEDERATION OF SAN ANTONIO
IRS990/ProgSrvcAccomActyOtherGrp/Desc9THE ARC OF SAN ANTONIO
IRS990/ProgSrvcAccomActyOtherGrp/Desc10TRUSTEE FEES
IRS990/ProgSrvcAccomActyOtherGrp/Desc11ACCOUNTING FEES
IRS990/ProgSrvcAccomActyOtherGrp/Desc12GOLDEN MANOR - JEWISH HOME FOR THE AGED
IRS990/ProgSrvcAccomActyOtherGrp/Desc13FREEMAN EDUCATIONAL FOUNDATION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt16705
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt26253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt36253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt46253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt56253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt66253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt76254
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt86253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt96253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1023503
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt112979
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt126253
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1337519
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt06253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt16705
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt26253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt36253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt46253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt56253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt66253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt76254
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt86253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt96253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt106253
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1137519
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100162
IRS990/PYInvestmentIncomeAmt0521796
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06017
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0374597
IRS990/PYSalariesCompEmpBnftPaidAmt041020
IRS990/PYTotalExpensesAmt0147199
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0521796
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0517052
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0157199
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0123787
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt016529
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt07529
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt027578
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt023685
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0140670
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0116258
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0129621
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0100102
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0100102
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0217051
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0217051
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt085087
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0217051
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt012383
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0217051
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0204668
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0151998
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0139615
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0123514
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt081154
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0139615
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0139615
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0204668
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt026482
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0151998
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0217051
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt070.0287
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0125516
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0151998
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANIZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06740061
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06295884
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0320422
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0435104
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06419639
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05860780
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0101101
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt094438
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06638960
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06201446
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0232364
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0217051
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06740061
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06295884
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0232364
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0217051
IRS990ScheduleA/SupportedOrganizationsCnt015
IRS990ScheduleA/SupportedOrganizationsTotalCnt015
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135613797
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1741200110
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2742874382
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3746108505
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4741246242
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5741394415
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6741356588
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7746061449

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.42$0.32$0.11
2024Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.22$0.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.31$0.27$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.97$0.22$0.74
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.30$0.34$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.20$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.51$0.20$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.70$0.18$0.52
2017Summary only. Only limited summary data is available for this year.$5.78$0.00$5.78$0.52$0.15$0.37
2016Summary only. Only limited summary data is available for this year.$5.40$0.00$5.40$0.37$0.16$0.21
2015Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.45$0.48$0.03
2014Summary only. Only limited summary data is available for this year.$5.22$0.00$5.22$0.31$0.15$0.16
2013Summary only. Only limited summary data is available for this year.$5.06$0.00$5.06$0.28$0.16$0.12
2012Summary only. Only limited summary data is available for this year.$4.94$0.00$4.94$0.27$0.18$0.09
2011Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.28$0.16$0.12