Civic Intelligence

Lb Danford Charitable Trust

990PF • Fiscal year 2017 • EIN 74-6514370

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
6325 S Rainbow Blvd 3rd FloorLas Vegas, NV 89118

(336) 747-8667

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$10,044

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$585,781

Down $8,135 (-1.4%) from 2016

Net Assets

Down

$585,624

Down $8,292 (-1.4%) from 2016

Liabilities

Up

$157

Up $157 from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin14th percentile

Revenue

Down

$29,658

Down $4,431 (-13%) from 2016

Expenses

Down

$37,015

Down $9,356 (-20%) from 2016

Net Income

Up

-$7,357

Up $4,925 (+40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$585,781
Liabilities$157
Net Assets$585,624
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$29,658
Expenses$37,015
Net Income-$7,357
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK TEXAS NATrustee-$10,044-$10,044
Filing and Contact Details

Filer

Filer Name
LB Danford Charitable Trust
EIN
74-6514370
Phone
3367478667
Address
6325 S Rainbow Blvd 3rd Floor, Las Vegas, NV 89118

Signing Officer

Name
Stacey R Ashton
Title
Fiduciary Tax Liason
Signed
2018-05-09
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 Appendix302 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/Amt01280
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01280
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.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0555907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME FUNDS AND STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0662372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016703
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029658
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029658
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01280
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01714
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02511
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07533
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010044
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016703
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016703
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7357
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0199713
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021434
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0691
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt037015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08224
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1146535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt041937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1157047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DANFORD 2017 GAIN LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DANFORD 2017 GAIN LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012955
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01714
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7357
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01025
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt090
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0586649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0593916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0585624
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032912
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032912
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032912
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033341
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/DistributableAmountGrp/TotalTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0272
IRS990PF/FMVAssetsEOYAmt0692246
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0247
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0556776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0555907
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0662372
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0157
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0585781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0692246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0585781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0585624
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0593916
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0585624
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0676973
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0643714
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010155
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033341
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0666818
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0676973
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010044
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/AdjNetVlNoncharitableAssetsAmt039003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt038090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt037000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt039757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0666818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0650070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0682047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0731310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0745164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0733251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt028791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.292456
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028791
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028791
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028791
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/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
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/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(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/RecipientPersonNm3ST JOSEPH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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/AddressLine1Txt32801 FRANCISCAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt027646
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01145
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032912
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028791
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05266
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01145
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0247
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0202
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0202
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0596
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1429
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1684
OtherIncreasesSchedule/OtherIncreasesDetail/Amt090
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY R ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX LIASON
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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/AddressLine1Txt06325 S Rainbow Blvd 3rd Floor
ReturnHeader/Filer/USAddress/CityNm0Las Vegas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742581874
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/ReturnTs02018-05-09T11:01:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$585,781
Liabilities
$157
Net assets
$585,624
Revenue
$29,658
Expenses
$37,015
Net income
-$7,357
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