Civic Intelligence

Aaron Forman Trust

990PF • Fiscal year 2012 • EIN 74-6284810

Nov 01, 2011 to Oct 31, 2012 • Filed on Sep 16, 2013

PO Box 17977553
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

26th percentile

-4.4%

Faster asset growth than 26% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$565,849

Down $26,227 (-4.4%) from 2011

Net Assets

Down

$565,849

Down $26,227 (-4.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$39,177

Up $1,669 (+4.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $613,121Liabilities 2010: $0Net Assets 2010: $613,1212010Assets 2011: $592,076Liabilities 2011: $0Net Assets 2011: $592,0762011Assets 2012: $565,849Liabilities 2012: $0Net Assets 2012: $565,8492012Assets 2013: $597,537Liabilities 2013: $0Net Assets 2013: $597,5372013Assets 2014: $580,746Liabilities 2014: $0Net Assets 2014: $580,7462014Assets 2015: $593,535Liabilities 2015: $0Net Assets 2015: $593,5352015Assets 2016: $637,205Liabilities 2016: $0Net Assets 2016: $637,2052016Assets 2017: $598,140Liabilities 2017: $0Net Assets 2017: $598,1402017Assets 2018: $723,483Liabilities 2018: $0Net Assets 2018: $723,4832018Assets 2019: $721,009Liabilities 2019: $0Net Assets 2019: $721,0092019Assets 2020: $715,881Liabilities 2020: $0Net Assets 2020: $715,8812020Assets 2021: $746,273Liabilities 2021: $0Net Assets 2021: $746,2732021Assets 2022: $727,785Liabilities 2022: $0Net Assets 2022: $727,7852022Assets 2023: $701,845Liabilities 2023: $0Net Assets 2023: $701,8452023Assets 2024: $717,806Liabilities 2024: $0Net Assets 2024: $717,8062024

Highlighted filing

2012

Assets$565,849
Liabilities$0
Net Assets$565,849

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $34,2582010Expenses 2011: $37,5082011Expenses 2012: $39,1772012Expenses 2013: $7,9362013Revenue 2014: $27,774Expenses 2014: $44,565Net Income 2014: -$16,7912014Revenue 2015: $62,604Expenses 2015: $49,815Net Income 2015: $12,7892015Revenue 2016: $53,863Expenses 2016: $9,091Net Income 2016: $44,7722016Revenue 2017: $16,930Expenses 2017: $55,959Net Income 2017: -$39,0292017Revenue 2018: $166,580Expenses 2018: $41,343Net Income 2018: $125,2372018Revenue 2019: $39,861Expenses 2019: $42,335Net Income 2019: -$2,4742019Revenue 2020: $38,857Expenses 2020: $43,985Net Income 2020: -$5,1282020Revenue 2021: $75,172Expenses 2021: $44,780Net Income 2021: $30,3922021Revenue 2022: $26,578Expenses 2022: $45,049Net Income 2022: -$18,4712022Revenue 2023: $18,367Expenses 2023: $44,307Net Income 2023: -$25,9402023Revenue 2024: $58,520Expenses 2024: $42,573Net Income 2024: $15,9472024

Highlighted filing

2012

Revenue-
Expenses$39,177
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Sep 16, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST NATIONAL BANKTrusteePT$5,243-$5,243
DORIS PRYZANTTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE CONTRIBUTION-AUSTIN, TX, US$32,622
Filing and Contact Details

Filer

EIN
74-6284810
Raw XML Appendix232 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01300
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01300
CompensationExplanation/Compensation/PersonName0FROST NATIONAL BANK
CompensationExplanation/Compensation/PersonName1DORIS PRYZANT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0585262
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0648638
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FROST -INVESTMENTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011834
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01116
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount012950
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA012950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome011834
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01116
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05243
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps032622
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss032622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm011834
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011834
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011834
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-26227
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01116
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01116
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06395
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome011834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps032622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss039177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome012950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses012950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06555
IRS990PF/BalanceSheets/CashBOY05711
IRS990PF/BalanceSheets/CashEOY0-20516
IRS990PF/BalanceSheets/CashEOYFMV0-20516
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0585262
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0585262
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0648638
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY01103
IRS990PF/BalanceSheets/PrepaidExpensesEOY01103
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV01103
IRS990PF/BalanceSheets/RetainedEarningsBOY0592076
IRS990PF/BalanceSheets/RetainedEarningsEOY0565849
IRS990PF/BalanceSheets/TotalAssetsBOY0592076
IRS990PF/BalanceSheets/TotalAssetsEOY0565849
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0629225
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0592076
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0565849
IRS990PF/BalanceSheets/TotalNetAssetsBOY0592076
IRS990PF/BalanceSheets/TotalNetAssetsEOY0565849
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01116
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-26227
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0565849
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0592076
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0565849
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031567
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031567
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031567
IRS990PF/DistributableAmount/MinimumInvestmentReturn031695
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0128
IRS990PF/DistributableAmount/TotalTax0128
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0128
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0128
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0128
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0211
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0629225
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0643558
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06107
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0637451
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09653
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031695
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0633905
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0643558
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05243
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FROST NATIONAL BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DORIS PRYZANT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102201 MARKET STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O FROST 2201 MARKET STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GALVESTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GALVESTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode077553
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode177553
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct033493
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033429
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052735
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046759
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044347
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.068507
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.057603
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.046457
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0633905
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10657813
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20618435
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30552526
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40778478
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50910564
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome064
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions032622
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030759
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2027426
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3037852
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4044843
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5042302
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.263673
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions032622
IRS990PF/QualifyingDistributions/ExpensesAndContributions032622
IRS990PF/QualifyingDistributions/QualifyingDistributions032622
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FROST NATIONAL BANK TRUST DEPT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04097631151
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102201 MARKET STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GALVESTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077553
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THIS YEAR THE ORGANIZATION MADE TWO CHARITABLE DONATIONS DURING THE YEAR. THERE WERE NO OTHER ACTIVITIES.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount032622
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0HILLEL FOUNDATION OF HOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102105 SAN ANTONIO STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078705
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear032622
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1032622
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031567
IRS990PF/UndistributedIncome/QualifyingDistributions032622
IRS990PF/UndistributedIncome/UndistributedIncomeCY031567
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear032622
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ROYALTY FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome012
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks012
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746284810
ReturnHeader/Filer/Name/BusinessNameLine10AARON FORMAN TRUST
ReturnHeader/Filer/NameControl0AARO
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 179
ReturnHeader/Filer/USAddress/City0GALVESTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077553
ReturnHeader/Officer/DateSigned02013-09-16
ReturnHeader/Officer/Name0FROST NATIONAL BANK
ReturnHeader/Officer/Title0FORMAN
ReturnHeader/Preparer/DatePrepared02013-09-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LYNCH & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 3075
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TEXAS CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0775923075
ReturnHeader/Preparer/Name0RACHEL OSTEEN
ReturnHeader/Preparer/Phone04097634484
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-09-17T10:06:18-05:00

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.
2024Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.59$0.43$0.16
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.18$0.44$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.27$0.45$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.75$0.45$0.30
2020Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.39$0.44$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.40$0.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.67$0.41$1.25
2017Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.17$0.56$0.39
2016Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.54$0.09$0.45
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.63$0.50$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.28$0.45$0.17
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.08
2012Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.39
2011Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.38
2010Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.34