Civic Intelligence

Nathalie and Gladys Dalkowitz Charitable Trust

990PF • Fiscal year 2016 • EIN 74-6410360

Aug 01, 2015 to Jul 31, 2016 • Filed on Oct 12, 2016

Organization Profile
Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

543%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$25,232

Higher top officer pay than 50% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

17th percentile

-6.3%

Faster asset growth than 17% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,087,525

Down $140,192 (-6.3%) from 2015

Net Assets

Down

$2,087,525

Down $140,192 (-6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$25,823

Down $146,211 (-121%) from 2015

Expenses

Down

$114,362

Down $27,505 (-19%) from 2015

Net Income

Down

-$140,185

Down $118,706 (-553%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,892,048Liabilities 2011: $02011Assets 2012: $1,890,380Liabilities 2012: $02012Assets 2013: $2,017,412Liabilities 2013: $02013Assets 2014: $2,249,302Liabilities 2014: $02014Assets 2015: $2,227,717Liabilities 2015: $0Net Assets 2015: $2,227,7172015Assets 2016: $2,087,525Liabilities 2016: $0Net Assets 2016: $2,087,5252016Assets 2017: $2,079,493Liabilities 2017: $0Net Assets 2017: $2,079,4932017Assets 2018: $2,026,813Liabilities 2018: $0Net Assets 2018: $2,026,8132018Assets 2019: $2,418,061Liabilities 2019: $0Net Assets 2019: $2,418,0612019Assets 2020: $2,243,544Liabilities 2020: $0Net Assets 2020: $2,243,5442020Assets 2021: $2,731,400Liabilities 2021: $0Net Assets 2021: $2,731,4002021Assets 2022: $2,685,374Liabilities 2022: $0Net Assets 2022: $2,685,3742022Assets 2023: $2,530,718Liabilities 2023: $0Net Assets 2023: $2,530,7182023Assets 2024: $2,634,441Liabilities 2024: $0Net Assets 2024: $2,634,4412024Assets 2025: $2,806,956Liabilities 2025: $0Net Assets 2025: $2,806,9562025

Highlighted filing

2016

Assets$2,087,525
Liabilities$0
Net Assets$2,087,525
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $199,845Expenses 2011: $119,434Net Income 2011: $80,4112011Revenue 2012: $122,451Expenses 2012: $124,097Net Income 2012: -$1,6462012Revenue 2013: $161,884Expenses 2013: $33,959Net Income 2013: $127,9252013Revenue 2014: $457,363Expenses 2014: $226,009Net Income 2014: $231,3542014Revenue 2015: $120,388Expenses 2015: $141,867Net Income 2015: -$21,4792015Revenue 2016: -$25,823Expenses 2016: $114,362Net Income 2016: -$140,1852016Revenue 2017: $107,415Expenses 2017: $115,396Net Income 2017: -$7,9812017Revenue 2018: $68,793Expenses 2018: $121,186Net Income 2018: -$52,3932018Revenue 2019: $534,155Expenses 2019: $163,211Net Income 2019: $370,9442019Revenue 2020: $90,261Expenses 2020: $157,545Net Income 2020: -$67,2842020Revenue 2021: $55,502Expenses 2021: $188,359Net Income 2021: -$132,8572021Revenue 2022: $676,883Expenses 2022: $174,829Net Income 2022: $502,0542022Revenue 2023: $5,824Expenses 2023: $177,272Net Income 2023: -$171,4482023Revenue 2024: $88,785Expenses 2024: $157,714Net Income 2024: -$68,9292024Revenue 2025: $356,569Expenses 2025: $48,776Net Income 2025: $307,7932025

Highlighted filing

2016

Revenue-$25,823
Expenses$114,362
Net Income-$140,185
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Oct 12, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$25,232-$25,232
Filing and Contact Details

Filer

Filer Name
Nathalie & Gladys Dalkowitz Charitable Trust
EIN
74-6410360
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
8003577094
Signed
2016-10-12
Raw XML AppendixShowing 400 of 554 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53932. HATTERAS ALPHA HEDGED STRATEGIES FUND INS SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62422.515 HATTERAS ALPHA HEDGED STRATEGIES FUND INS SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71509.769 HATTERAS ALPHA HEDGED STRATEGIES FUND INS SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-75822
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-140185
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02087532
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02227717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02087525
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112299
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112299
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112299
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0112967
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0668
IRS990PF/DistributableAmountGrp/TotalTaxAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02064
IRS990PF/FMVAssetsEOYAmt02346280
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02227717
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02087525
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-68652
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02205586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01990432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02246487
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt090483
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt096793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt096793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02227717
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02087525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02346280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02227717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02087525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02227717
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02087525
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02293750
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0154366
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02135484
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034406
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03900
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0112967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02259344
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02293750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 121
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0782910121
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0104117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0104451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0118655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0200275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0102083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0103502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.081204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.007787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02259344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02464550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02466328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02246267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02141107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02269762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt097508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230414
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt097508
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt097508
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt097508
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 CONVENT ST 8TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782053701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02102705468
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE GRANT APPLICATION MAY BE OBTAINED BY WRITING TO TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHANTEL WILKINS BANK OF AMERICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02102705468
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0300 CONVENT ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0782053701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE ORGANIZATIONS IN THE SAN ANTONIO, TEXAS AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt58000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt78000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt88000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt98000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOOD DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT YOUTH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT 'MVP' PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT BELDON LIBRARY & PJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT 'ETHICAL START' &
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FAUVE PAINTINGS OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT 'HELPING THOSE IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GRACE PLACE ALZHEIMER'S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT 'DOSEUM FOR ALL'
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DAILY BREAD MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ECUMENICAL CENTER FOR RELIGION AND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOOD SAMARITAN CENTER OF SAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GIRLS INCORPORATED OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH FEDERATION OF SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BARSHOP JEWISH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MC NAY ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CHRISTIAN ASSISTANCE MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CHRISTIAN SENIOR SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SAN ANTONIO CHILDREN'S MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HEALTH

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,087,525
Liabilities
$0
Net assets
$2,087,525
Revenue
-$25,823
Expenses
$114,362
Net income
-$140,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.36$0.05$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.09$0.16$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.01$0.18$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.68$0.17$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.06$0.19$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.09$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.53$0.16$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.07$0.12$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.03$0.11$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$0.46$0.23$0.23
2013Summary only. Only limited summary data is available for this year.$2.02$0.00$0.16$0.03$0.13
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.20$0.12$0.08