Civic Intelligence

The Marrs Mclean Trust #487601

990 • Fiscal year 2017 • EIN 74-6342783

May 01, 2016 to Apr 30, 2017 • Filed on Sep 07, 2017

Organization ProfileN/A
PO Box 2950 Jwr T-7San Antonio, TX 78299

(210) 220-4957

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.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$4,754

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

45th percentile

2.4%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-33%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,179,887

Up $215,214 (+2.4%) from 2016

Net Assets

Up

$9,179,887

Up $215,214 (+2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin85th percentile

Revenue

Down

$697,169

Down $344,498 (-33%) from 2016

Expenses

Down

$481,955

Down $206,387 (-30%) from 2016

Net Income

Down

$215,214

Down $138,111 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0Assets 2012: $8,047,107Liabilities 2012: $0Net Assets 2012: $8,047,1072012Assets 2013: $8,113,872Liabilities 2013: $0Net Assets 2013: $8,113,8722013Assets 2014: $8,296,437Liabilities 2014: $0Net Assets 2014: $8,296,4372014Assets 2015: $8,611,348Liabilities 2015: $0Net Assets 2015: $8,611,3482015Assets 2016: $8,964,673Liabilities 2016: $0Net Assets 2016: $8,964,6732016Assets 2017: $9,179,887Liabilities 2017: $0Net Assets 2017: $9,179,8872017Assets 2018: $9,973,547Liabilities 2018: $0Net Assets 2018: $9,973,5472018Assets 2019: $10,312,181Liabilities 2019: $0Net Assets 2019: $10,312,1812019Assets 2020: $10,445,627Liabilities 2020: $0Net Assets 2020: $10,445,6272020Assets 2021: $10,899,581Liabilities 2021: $0Net Assets 2021: $10,899,5812021Assets 2022: $11,586,169Liabilities 2022: $0Net Assets 2022: $11,586,1692022Assets 2023: $12,723,286Liabilities 2023: $0Net Assets 2023: $12,723,2862023Assets 2024: $12,395,693Liabilities 2024: $0Net Assets 2024: $12,395,6932024Assets 2025: $12,377,178Liabilities 2025: $0Net Assets 2025: $12,377,1782025

Highlighted filing

2017

Assets$9,179,887
Liabilities$0
Net Assets$9,179,887
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $1,521,602Expenses 2012: $1,863,929Net Income 2012: -$342,3272012Revenue 2013: $915,536Expenses 2013: $848,771Net Income 2013: $66,7652013Revenue 2014: $802,634Expenses 2014: $620,069Net Income 2014: $182,5652014Revenue 2015: $1,279,936Expenses 2015: $965,025Net Income 2015: $314,9112015Revenue 2016: $1,041,667Expenses 2016: $688,342Net Income 2016: $353,3252016Revenue 2017: $697,169Expenses 2017: $481,955Net Income 2017: $215,2142017Revenue 2018: $1,372,471Expenses 2018: $578,811Net Income 2018: $793,6602018Revenue 2019: $847,519Expenses 2019: $508,885Net Income 2019: $338,6342019Revenue 2020: $634,215Expenses 2020: $500,769Net Income 2020: $133,4462020Revenue 2021: $800,945Expenses 2021: $346,991Net Income 2021: $453,9542021Revenue 2022: $1,329,961Expenses 2022: $643,373Net Income 2022: $686,5882022Revenue 2023: $1,974,780Expenses 2023: $837,663Net Income 2023: $1,137,1172023Revenue 2024: $362,918Expenses 2024: $690,511Net Income 2024: -$327,5932024Revenue 2025: $668,743Expenses 2025: $687,258Net Income 2025: -$18,5152025

Highlighted filing

2017

Revenue$697,169
Expenses$481,955
Net Income$215,214
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$854,768
Mission and Program Overview

Mission

For purposes of form 990, "the organization" will refer to frost bank, the institutional trustee of this charitable trust. Frost bank carries out the intent and directions provided in the governing document of the trust. The settlor of this trust directed that the endowment fund be organized and operated to support three named publicly supported sec 501(c)(3) organizations. The net income from the investments is distributed in fixed percentages to or for the benefit of the named organizations. The marrs mclean trust is an endowment fund created under the will of verna hooks mclean.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,964,673$9,179,887▲ $215,214
Investments in Publicly Traded Securities$4,392,145$4,571,083▲ $178,938
Land, Buildings, and Equipment, Net$2,014,710$2,014,710→ $0
Savings and Temporary Cash Investments$820,978$856,396▲ $35,418
Accounts Receivable$327$1,185▲ $858
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$8,964,673$9,179,887▲ $215,214
Other Assets Total$1,736,513$1,736,513→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,964,673$9,179,887▲ $215,214
Total Liabilities and Net Assets / Fund Balance$8,964,673$9,179,887▲ $215,214

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,014,710-$2,014,710
Other Assets Org$1,736,513--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,964,673-▲ $697,169-$9,179,887
2015$8,611,348-▲ $1,041,667-$8,964,673
2014$8,296,437-▲ $1,279,936-$8,611,348
2013$8,113,872-▲ $802,634-$8,296,437
2012$8,047,107-▲ $915,536-$8,113,872
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$4,754$4,754
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$334,531
Other Revenue
$362,638
Change in Net Assets
$215,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$443,548
Other Expenses$33,653
Salaries, Compensation, and Employee Benefits$4,754
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$443,548--$443,548
Current Officers, Directors, Trustees, and Key Employees-$4,754-$4,754
Fees for Services Accounting-$2,900-$2,900
Other Expenses-$1,043-$1,043
All Other Expenses-$571-$571
Total Functional Expenses$443,548$38,407$0$481,955
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity UniversitySan Antonio, TX501(c)(3)To Provide Support to the School Per Trust Instrument$147,850
Baylor College of MedicineHouston, TX501(c)(3)To Provide Support to the School Per Trust Instrument$147,849
Baylor UniversityWaco, TX501(c)(3)To Provide Support to the School Per Trust Instrument$147,849
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 11B

“Form 990 is reviewed by a trust administrator and tax preparer.”

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

“Frost bank has a written conflict of interest policy. Frost requires all officers and directors to annually disclose interests that could give rise to conflicts of interest. These policies are regularly and consistently monitored for compliance and enforcement by management, internal and external auditors.”

Form 990, Part VI, Section C, Line 19

“The trust makes its governing documents and conflict of interest policy available to the public upon written request to the trustee.”

FORM 990, PART VI, SECTION B, LINE 15 - DETERMINING COMPENSATION:

“The process for determining compensation of the trustee for this trust has been defined in the trust agreement. The beneficiaries of this trust are provided quarterly statements and have the opportunity to review the payment of trustee fees.”

Filing and Contact Details

Filer

Filer Name
THE MARRS MCLEAN TRUST #487601
EIN
74-6342783
Phone
2102204957
Address
PO BOX 2950 JWR T-7, SAN ANTONIO, TX 78299

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
2102204957
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frost Bank
Formed
1985
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lange Poteet & Co Llp
Address
P O BOX 12199, SAN ANTONIO, TX 78212
Preparer
Pat E Lange
Phone
2107356181
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds were established to support three named, public charities.”

Raw XML AppendixShowing 400 of 537 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/ActivityOrMissionDesc0FOR PURPOSES OF FORM 990, "THE ORGANIZATION" WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE SETTLOR OF THIS TRUST DIRECTED THAT THE ENDOWMENT FUND BE ORGANIZED AND OPERATED TO SUPPORT THREE NAMED PUBLICLY SUPPORTED SEC 501(C)(3) ORGANIZATIONS. THE NET INCOME FROM THE INVESTMENTS IS DISTRIBUTED IN FIXED PERCENTAGES TO OR FOR THE BENEFIT OF THE NAMED ORGANIZATIONS. THE MARRS MCLEAN TRUST IS AN ENDOWMENT FUND CREATED UNDER THE WILL OF VERNA HOOKS MCLEAN.
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IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0443548
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0608402
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt072.900000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0443548
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0443548
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MAINTAINS A CLOSE CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY MEETING AT LEAST ANNUALLY WITH THEM TO DISCUSS THE NEEDS OF THE ORGANIZATION, THE INVESTMENT POLICIES IN PLACE TO MEET THOSE NEEDS, ANTICIPATED INCOME TO BE DISTRIBUTED AND DISCUSS HOW THE FUNDS WERE USED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST'S SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE BY MEETING WITH THE TRUSTEE AT LEAST ANNUALLY TO DISCUSS THE NEEDS OF THE ORGANIZATION, THE INVESTMENT POLICIES IN PLACE TO MEET THOSE NEEDS AND ANTICIPATED INCOME TO BE DISTRIBUTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BAYLOR UNIVERSITY, TRINITY UNIVERSITY AND BAYLOR COLLEGE OF MEDICINE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt013130449
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014272044
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0604252
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0627580
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05539804
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05400035
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0196957
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0214081
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt06986393
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt08244429
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt012933492
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt014057963
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0452672
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0492029
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt013130449
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014272044
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0452672
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0492029
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741159753
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1741109633
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741613878
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0147849
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1147850
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2147849
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BAYLOR UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TRINITY UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2BAYLOR COLLEGE OF MEDICINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0443548
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt038407
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08964673
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09179887
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0443548
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0697169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt064950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08611348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08964673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0623392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01041667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt096113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08296437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08611348
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0868912
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01279936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt067576
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08113872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08296437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0552493
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0802634
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt090328
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08047107
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08113872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0758443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0915536
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt02014710
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02014710
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01736513
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MINERAL INTERESTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT THREE NAMED, PUBLIC CHARITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02014710
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01736513
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0147849
IRS990ScheduleI/RecipientTable/CashGrantAmt1147849
IRS990ScheduleI/RecipientTable/CashGrantAmt2147850
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE SCHOOL PER TRUST INSTRUMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SUPPORT TO THE SCHOOL PER TRUST INSTRUMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROVIDE SUPPORT TO THE SCHOOL PER TRUST INSTRUMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BAYLOR UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAYLOR COLLEGE OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TRINITY UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0741159753
IRS990ScheduleI/RecipientTable/RecipientEIN1741613878
IRS990ScheduleI/RecipientTable/RecipientEIN2741109633
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 97041
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1ONE BAYLOR PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2715 STADIUM DR BOX 92
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WACO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0767987041
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177030
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd278212
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE BENEFICIARIES TO DISCUSS THE NEEDS OF THE ORGANIZATION, THE INVESTMENT POLICIES IN PLACE TO MEET THOSE NEEDS, ANTICIPATED INCOME TO BE DISTRIBUTED AND DISCUSS HOW THE FUNDS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TRUST ADMINISTRATOR AND TAX PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FROST BANK HAS A WRITTEN CONFLICT OF INTEREST POLICY. FROST REQUIRES ALL OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THESE POLICIES ARE REGULARLY AND CONSISTENTLY MONITORED FOR COMPLIANCE AND ENFORCEMENT BY MANAGEMENT, INTERNAL AND EXTERNAL AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION OF THE TRUSTEE FOR THIS TRUST HAS BEEN DEFINED IN THE TRUST AGREEMENT. THE BENEFICIARIES OF THIS TRUST ARE PROVIDED QUARTERLY STATEMENTS AND HAVE THE OPPORTUNITY TO REVIEW THE PAYMENT OF TRUSTEE FEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15 - DETERMINING COMPENSATION:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,179,887
Liabilities
$0
Net assets
$9,179,887
Revenue
$697,169
Expenses
$481,955
Net income
$215,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.00$12.4$0.67$0.69$0.02
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.36$0.69$0.33
2023Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.97$0.84$1.14
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.33$0.64$0.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$0.80$0.35$0.45
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.63$0.50$0.13
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.85$0.51$0.34
2018Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$1.37$0.58$0.79
2017Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.70$0.48$0.22
2016Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$1.04$0.69$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$1.28$0.97$0.31
2014Summary only. Only limited summary data is available for this year.$8.30$0.00$8.30$0.80$0.62$0.18
2013Summary only. Only limited summary data is available for this year.$8.11$0.00$8.11$0.92$0.85$0.07
2012Summary only. Only limited summary data is available for this year.$8.05$0.00$8.05$1.52$1.86$0.34