Peter Bradley Carlson Charitable Tr Fb105

990PF • Fiscal year 2024 • EIN 74-6564793

Jun 01, 2023 to May 31, 2024 • Filed on Oct 10, 2024

Organization Profile

P O Box 2950 Tax Dept Floor 5San Antonio, TX 78299-2950

(210) 220-4441

Siviq Scores

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

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

-55%

Higher net margin than 9% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

$10,527

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

-2.7%

Faster asset growth than 30% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

-47%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$679,321

Down $18,759 (-2.7%) from 2023

Net Assets

Down

$679,321

Down $18,759 (-2.7%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue43rd percentile Net Margin9th percentile

Revenue

Down

$34,106

Down $30,345 (-47%) from 2023

Expenses

$52,865

Up $254 (+0.5%) from 2023

Net Income

Down

-$18,759

Down $30,599 (-258%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2024

Assets$679,321

Liabilities$0

Net Assets$679,321

Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2024

Revenue$34,106

Expenses$52,865

Net Income-$18,759

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2023 to May 31, 2024
Signed: Oct 10, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay64th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FROST BANK	Trustee	FT	$10,527	-	$10,527

Filing and Contact Details

Filer

Filer Name: Peter Bradley Carlson Charitable Tr Fb105
EIN: 74-6564793
Phone: 2102204441
Address: P O BOX 2950 TAX DEPT FLOOR 5, SAN ANTONIO, TX 78299-2950

Signing Officer

Name: Frost Bank
Title: Trustee
Phone: 2102204441
Signed: 2024-10-10

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	23877
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	15685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	15017
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	30489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	23150
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	13	20102
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	15	16049
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	24725
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	14437
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	14	92580
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	17	12510
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	ARTISAN HIGH INCOME FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7703 FLOYD CURL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78229
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	17550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	28389
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	39852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	45939
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	22302
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	28389
TaxesSchedule/TaxesDetail/Amt	0	816
TaxesSchedule/TaxesDetail/Amt	1	172
TaxesSchedule/TaxesDetail/CategoryTxt	0	2024 FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	2023 FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2102204441
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PETER BRADLEY CARLSON CHARITABLE TR FB105
ReturnHeader/Filer/BusinessNameControlTxt	0	CARL
ReturnHeader/Filer/EIN	0	746564793
ReturnHeader/Filer/PhoneNum	0	2102204441
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 2950 TAX DEPT FLOOR 5
ReturnHeader/Filer/USAddress/CityNm	0	SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	782992950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/ReturnTs	0	2024-10-16T09:01:13-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-06-01
ReturnHeader/TaxPeriodEndDt	0	2024-05-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $679,321
Liabilities: $0
Net assets: $679,321
Revenue: $34,106
Expenses: $52,865
Net income: -$18,759

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$7.19	$0.50	$6.69	$0.52	$0.63	$0.11
2024Detailed filing. Detailed filing data is available for this year.	$6.79	$0.00	$6.79	$0.34	$0.53	$0.19
2023Detailed filing. Detailed filing data is available for this year.	$6.98	$0.00	$6.98	$0.64	$0.53	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$6.86	$0.00	$6.86	$0.53	$0.44	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$6.78	$0.00	$6.78	$0.22	$0.42	$0.20
2020Detailed filing. Detailed filing data is available for this year.	$6.97	$0.00	$6.97	$0.42	$0.51	$0.09
2016Summary only. Only limited summary data is available for this year.	$6.59	$0.00		$0.34	$0.40	$0.07
2015Summary only. Only limited summary data is available for this year.	$6.65	$0.00		$0.78	$0.39	$0.39
2014Summary only. Only limited summary data is available for this year.	$6.26	$0.00		$0.56	$0.37	$0.19
2013Summary only. Only limited summary data is available for this year.	$6.07	$0.00		$0.32	$0.31	$0.01
2012Summary only. Only limited summary data is available for this year.	$6.06	$0.00		$0.42	$0.37	$0.05