Civic Intelligence

Constance E Mccaughan Charitable Tr

990PF • Fiscal year 2015 • EIN 74-6400039

Mar 01, 2014 to Feb 28, 2015 • Filed on Dec 30, 2015

600 Leopard St Ste 2000Corpus Christi, TX 78401

(361) 882-7001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$422,477

Flat from 2015

Net Assets

$422,477

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses

Revenue

Flat

$26,005

Flat from 2015

Expenses

Flat

$31,805

Flat from 2015

Net Income

Flat

-$5,800

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $470,316Liabilities 2011: $02011Assets 2012: $467,451Liabilities 2012: $02012Assets 2013: $442,969Liabilities 2013: $182013Assets 2014: $428,943Liabilities 2014: $02014Assets 2015: $422,477Liabilities 2015: $0Net Assets 2015: $422,4772015Assets 2015: $422,477Liabilities 2015: $12015Assets 2017: $399,947Liabilities 2017: $0Net Assets 2017: $399,9472017Assets 2018: $419,905Liabilities 2018: $0Net Assets 2018: $419,9052018Assets 2019: $410,328Liabilities 2019: $0Net Assets 2019: $410,3282019Assets 2020: $394,229Liabilities 2020: $0Net Assets 2020: $394,2292020Assets 2021: $660,372Liabilities 2021: $0Net Assets 2021: $660,3722021Assets 2022: $706,430Liabilities 2022: $0Net Assets 2022: $706,4302022Assets 2023: $699,524Liabilities 2023: $12023

Highlighted filing

2015

Assets$422,477
Liabilities$0
Net Assets$422,477

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $18,779Expenses 2011: $29,767Net Income 2011: -$10,9882011Revenue 2012: $23,434Expenses 2012: $25,923Net Income 2012: -$2,4892012Revenue 2013: $19,736Expenses 2013: $44,082Net Income 2013: -$24,3462013Revenue 2014: $20,352Expenses 2014: $34,360Net Income 2014: -$14,0082014Revenue 2015: $26,005Expenses 2015: $31,805Net Income 2015: -$5,8002015Revenue 2015: $26,005Expenses 2015: $31,805Net Income 2015: -$5,8002015Revenue 2017: $27,590Expenses 2017: $40,045Net Income 2017: -$12,4552017Revenue 2018: $60,139Expenses 2018: $39,950Net Income 2018: $20,1892018Revenue 2019: $28,620Expenses 2019: $37,680Net Income 2019: -$9,0602019Revenue 2020: $27,689Expenses 2020: $43,295Net Income 2020: -$15,6062020Revenue 2021: $313,303Expenses 2021: $39,262Net Income 2021: $274,0412021Revenue 2022: $77,463Expenses 2022: $32,860Net Income 2022: $44,6032022Revenue 2023: $42,601Expenses 2023: $42,899Net Income 2023: -$2982023

Highlighted filing

2015

Revenue$26,005
Expenses$31,805
Net Income-$5,800
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Dec 30, 2015
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT C FANCHERTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Constance E Mccaughan
EIN
74-6400039
Phone
3618827001
Address
600 LEOPARD ST STE 2000, CORPUS CHRISTI, TX 78401

Signing Officer

Name
Robert C Fancher
Title
Trustee
Phone
3618827001
Signed
2015-12-30
Discuss with paid preparer
Yes

Preparer

Firm
Fancher & Company
Address
600 LEOPARD ST STE 2000, CORPUS CHRISTI, TX 78401-0462
Preparer
Robert C Fancher CPA
Phone
3618827001
Raw XML Appendix283 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0100
AccountingFeesSchedule/AccountingFeesDetail/Amt12560
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCTG-BOOKKEEPING SVCS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt070
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11792
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt030
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt060226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt841016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1140103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0111417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4151565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt949218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1026562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1241044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01935 SH AMERICAN ELECTRIC POWER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15354 DNP SH SELECT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 SH CENTERPOINT ENERGY( RELIANT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32020 SH PUB SVC ENTERPRISE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43310 SH SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5480 SH FORTUNE BRAND(BEAM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6271 SH EXCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 SH GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8107 SH NRG ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91300 CENTURY LINK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10300 EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11700 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12271 VERIZON WIRELESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LORD ABBETT TRUST INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026005
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt026005
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01862
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02660
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5800
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024607
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt026005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04805
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5800
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0666
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0423143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0428943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0422477
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033234
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033234
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033234
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033726
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0492
IRS990PF/DistributableAmountGrp/TotalTaxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0834
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01326
IRS990PF/FMVAssetsEOYAmt0670764
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0171277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064621
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0254944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0354300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0602580
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02729
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0428943
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0422477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0428943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0422477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0670764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0428943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0422477
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0428943
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0422477
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0684801
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0590112
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010272
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033726
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0674529
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0684801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT C FANCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 LEOPARD ST STE 2000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CORPUS CHRISTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt042289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0674529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0643515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0665456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0638989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0591625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0582958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255926
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030262
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030262
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030262
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT C FANCHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 LEOPARD ST 2000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03618827001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SUPPLEMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORPUS CHRISTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0HELLEN H WILLIS TRUST
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0COMMON TRUSTEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04067
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033234
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029167
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026195
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX - CURRENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0834
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0834
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0174
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1492
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR INCOME TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CURRENT YEAR FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C FANCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03618827001
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTANCE E MCCAUGHAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0746400039
ReturnHeader/Filer/PhoneNum03618827001
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 LEOPARD ST STE 2000
ReturnHeader/Filer/USAddress/CityNm0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FANCHER & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 LEOPARD ST STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0784010462
ReturnHeader/PreparerPersonGrp/PhoneNum03618827001
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C FANCHER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-11T07:51:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.00$0.00$0.43$0.43$0.00
2022Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.77$0.33$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$3.13$0.39$2.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.28$0.43$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.29$0.38$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.60$0.40$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.28$0.40$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.26$0.32$0.06
2015Summary only. Only limited summary data is available for this year.$4.22$0.00$0.26$0.32$0.06
2014Summary only. Only limited summary data is available for this year.$4.29$0.00$0.20$0.34$0.14
2013Summary only. Only limited summary data is available for this year.$4.43$0.00$0.20$0.44$0.24
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.23$0.26$0.02
2011Summary only. Only limited summary data is available for this year.$4.70$0.00$0.19$0.30$0.11