Civic Intelligence

Lb Danford Charitable Trust

990PF • Fiscal year 2016 • EIN 74-6514370

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
1525 West WT Harris Blvd MACD1114Charlotte, NC 28288

(336) 747-8667

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$9,803

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

134%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$593,916

Down $12,215 (-2.0%) from 2015

Net Assets

Down

$593,916

Down $12,215 (-2.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin14th percentile

Revenue

Up

$34,089

Up $19,528 (+134%) from 2015

Expenses

Down

$46,371

Down $5,586 (-11%) from 2015

Net Income

Up

-$12,282

Up $25,114 (+67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2011: $671,644Liabilities 2011: $1962011Assets 2012: $655,572Liabilities 2012: $02012Assets 2013: $655,448Liabilities 2013: $307Net Assets 2013: $655,1412013Assets 2014: $642,473Liabilities 2014: $0Net Assets 2014: $642,4732014Assets 2015: $606,131Liabilities 2015: $0Net Assets 2015: $606,1312015Assets 2016: $593,916Liabilities 2016: $0Net Assets 2016: $593,9162016Assets 2017: $585,781Liabilities 2017: $157Net Assets 2017: $585,6242017Assets 2018: $606,569Liabilities 2018: $715Net Assets 2018: $605,8542018Assets 2019: $594,279Liabilities 2019: $0Net Assets 2019: $594,2792019Assets 2020: $599,006Liabilities 2020: $132Net Assets 2020: $598,8742020Assets 2021: $611,800Liabilities 2021: $136Net Assets 2021: $611,6642021Assets 2022: $575,355Liabilities 2022: $0Net Assets 2022: $575,3552022Assets 2023: $555,912Liabilities 2023: $0Net Assets 2023: $555,9122023Assets 2024: $552,191Liabilities 2024: $0Net Assets 2024: $552,1912024

Highlighted filing

2016

Assets$593,916
Liabilities$0
Net Assets$593,916
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,598Expenses 2011: $45,777Net Income 2011: -$1,1792011Revenue 2012: $35,704Expenses 2012: $51,453Net Income 2012: -$15,7492012Revenue 2013: $49,217Expenses 2013: $49,032Net Income 2013: $1852013Revenue 2014: $43,180Expenses 2014: $57,041Net Income 2014: -$13,8612014Revenue 2015: $14,561Expenses 2015: $51,957Net Income 2015: -$37,3962015Revenue 2016: $34,089Expenses 2016: $46,371Net Income 2016: -$12,2822016Revenue 2017: $29,658Expenses 2017: $37,015Net Income 2017: -$7,3572017Revenue 2018: $43,952Expenses 2018: $23,006Net Income 2018: $20,9462018Revenue 2019: $24,726Expenses 2019: $36,764Net Income 2019: -$12,0382019Revenue 2020: $44,211Expenses 2020: $39,981Net Income 2020: $4,2302020Revenue 2021: $55,049Expenses 2021: $41,672Net Income 2021: $13,3772021Revenue 2022: $11,200Expenses 2022: $47,433Net Income 2022: -$36,2332022Revenue 2023: $24,349Expenses 2023: $42,835Net Income 2023: -$18,4862023Revenue 2024: $38,601Expenses 2024: $42,240Net Income 2024: -$3,6392024

Highlighted filing

2016

Revenue$34,089
Expenses$46,371
Net Income-$12,282
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK TEXAS NATrustee-$9,803-$9,803
Filing and Contact Details

Filer

Filer Name
LB Danford Charitable Trust
EIN
74-6514370
Phone
3367478667
Address
1525 West WT Harris Blvd MACD1114, Charlotte, NC 28288

Signing Officer

Name
Stacey R Ashton
Title
Fiduciary Tax Liason
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Derrig & Craig PC
Address
1598 Copperfield Pkwy, College Station, TX 77845-4674
Preparer
Durwood Thompson JrCPA CFP
Phone
9792609696
Raw XML Appendix337 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0WELLS FARGO BANK TEXAS NA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE COMPENSATION REPORTED IN COLUMN (C)IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINSITRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015711
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017806
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0572
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt034089
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017806
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07352
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015711
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015711
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12282
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0261491
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017806
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt026069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0572
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt046371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt034089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt070851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1172834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1190004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DANFORD 2016 GAIN LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DANFORD 2016 GAIN LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017806
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-113
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12282
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0656
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0723
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0594572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0606131
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0593916
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032243
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0261
IRS990PF/DistributableAmountGrp/TotalTaxAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0308
IRS990PF/FMVAssetsEOYAmt0662195
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0177
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0247
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0247
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0579702
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0556776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0625055
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0308
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt047
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025944
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0606131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0662195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0606131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0606131
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0606131
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0593916
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0659970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0628575
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09900
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0650070
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0659970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK TEXAS NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03000 BRIARCREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BRYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077802
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt037000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0650070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0682047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0731310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0745164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0733251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0743439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280941
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038090
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038351
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0261
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038351
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03000 BRIARCREST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRYAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Wells Fargo Bank Texas NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09797763279
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FIRST BAPTIST CHURCH OF BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CRESTVIEW RETIREMENT COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BRAZOS VALLEY REHAB CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TWIN CITY MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BRAZOS VALLEY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5HEALTH FOR ALL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HOSPICE BRAZOS VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 S TEXAS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12505 E VILLA MARIA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21318 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3POST OFFICE BOX 3490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41514 SHILOH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53030 E 29TH ST STE 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6502 W 26TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031098
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07253
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032243
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038351
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01145
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07253
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0177
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0247
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0247
OtherDecreasesSchedule/OtherDecreasesDetail/Amt099
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1296
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2261
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1666
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1666
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0572
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0572
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0693
OtherIncreasesSchedule/OtherIncreasesDetail/Amt130
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WASH SALES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY R ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX LIASON
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LB Danford Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Wells Fargo Bank IFS Fiduciary Tax Svc
ReturnHeader/Filer/BusinessNameControlTxt0LBDA
ReturnHeader/Filer/EIN0746514370
ReturnHeader/Filer/PhoneNum03367478667
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 West WT Harris Blvd MACD1114
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thompson Derrig & Craig PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01598 Copperfield Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0College Station
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0778454674
ReturnHeader/PreparerPersonGrp/PhoneNum09792609696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Durwood Thompson JrCPA CFP
ReturnHeader/ReturnTs02017-05-05T11:55:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$593,916
Liabilities
$0
Net assets
$593,916
Revenue
$34,089
Expenses
$46,371
Net income
-$12,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.39$0.42$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.24$0.43$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.11$0.47$0.36
2021Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.55$0.42$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.44$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.25$0.37$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.01$6.06$0.44$0.23$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.30$0.37$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.34$0.46$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.15$0.52$0.37
2014Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.43$0.57$0.14
2013Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.49$0.49$0.00
2012Summary only. Only limited summary data is available for this year.$6.56$0.00$0.36$0.51$0.16
2011Summary only. Only limited summary data is available for this year.$6.72$0.00$0.45$0.46$0.01