Civic Intelligence

Aaron Forman Trust

990PF • Fiscal year 2013 • EIN 74-6284810

Nov 01, 2012 to Oct 31, 2013 • Filed on Mar 13, 2014

Organization Profile
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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

60th percentile

$6,618

Higher top officer pay than 60% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

63rd percentile

5.6%

Faster asset growth than 63% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$597,537

Up $31,688 (+5.6%) from 2012

Net Assets

Up

$597,537

Up $31,688 (+5.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,936

Down $31,241 (-80%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2013

Assets$597,537
Liabilities$0
Net Assets$597,537
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$7,936
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Mar 13, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST NATIONAL BANKTrusteePT$6,618-$6,618
DORIS PRYZANTTrusteePT$0--
Filing and Contact Details

Filer

EIN
74-6284810
Raw XML Appendix240 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/EOYBookValue0568646
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0744792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FROST -INVESTMENTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011324
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07316
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome06384
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0MINERAL INTEREST
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/ExclusionAmount014600
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount033240
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome06384
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA039624
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome025924
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm013700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss06618
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm011324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses031688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice030316
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss013700
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome023706
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm014600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss014600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome025924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss07936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome025024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses039624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07936
IRS990PF/BalanceSheets/CashBOY0-20516
IRS990PF/BalanceSheets/CashEOY027788
IRS990PF/BalanceSheets/CashEOYFMV027788
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0585262
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0568646
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0744792
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY01103
IRS990PF/BalanceSheets/PrepaidExpensesEOY01103
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV01103
IRS990PF/BalanceSheets/RetainedEarningsBOY0565849
IRS990PF/BalanceSheets/RetainedEarningsEOY0597537
IRS990PF/BalanceSheets/TotalAssetsBOY0565849
IRS990PF/BalanceSheets/TotalAssetsEOY0597537
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0773683
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0565849
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0597537
IRS990PF/BalanceSheets/TotalNetAssetsBOY0565849
IRS990PF/BalanceSheets/TotalNetAssetsEOY0597537
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome013700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01984-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02008.735 UTS FROST KEMPNER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss06384
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses06384
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice023000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses031688
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0597537
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0565849
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0597537
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted034176
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj034176
IRS990PF/DistributableAmount/DistributableAmountBeforeDed034176
IRS990PF/DistributableAmount/MinimumInvestmentReturn034650
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0474
IRS990PF/DistributableAmount/TotalTax0474
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0474
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0474
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0474
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0391
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments083
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0773683
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0703562
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances018059
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0685502
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010553
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn034650
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0693009
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0703562
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06618
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/AdjNonchrtblAssetsAndOnePct037477
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets037240
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.053736
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051462
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.046759
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044347
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.068507
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.057603
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0693009
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10633905
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20657813
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30618435
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40552526
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50778478
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0237
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1032622
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2030759
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027426
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4037852
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5044843
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.268678
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
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/ForeignBank0false
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/OnlyContributesToPreselected0X
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/DistributableAmountAsAdjusted034176
IRS990PF/UndistributedIncome/TaxableAmount2031567
IRS990PF/UndistributedIncome/UndistributedIncomeCY034176
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear031567
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ROYALTY FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome018
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks018
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome014600
OtherIncomeSchedule2/OtherIncome/Description0MINERAL INTEREST
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks014600
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-03-13
ReturnHeader/Officer/Name0FROST NATIONAL BANK
ReturnHeader/Officer/Title0FORMAN
ReturnHeader/Preparer/DatePrepared02014-09-03
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/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-09-15T15:55:11-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$597,537
Liabilities
$0
Net assets
$597,537
Revenue
-
Expenses
$7,936
Net income
-
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