Civic Intelligence

The Planetary Trust

990PF • Fiscal year 2020 • EIN 75-2567517

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 11, 2021

Organization Profile
7149 HillgreenDallas, TX 75214

(214) 823-1537

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.08x

Higher debt load relative to assets than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

1st percentile

-0.15x

Higher debt load relative to revenue than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

3.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$827,922

Down $25,310 (-3.0%) from 2019

Net Assets

Up

$892,281

Up $7,382 (+0.8%) from 2019

Liabilities

Down

-$64,359

Down $32,692 (-103%) from 2019

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin43rd percentile

Revenue

Up

$440,860

Up $12,955 (+3.0%) from 2019

Expenses

Up

$435,309

Up $86,319 (+25%) from 2019

Net Income

Down

$5,551

Down $73,364 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $769,136Liabilities 2011: $02011Assets 2012: $1,098,672Liabilities 2012: $02012Assets 2013: $809,732Liabilities 2013: $0Net Assets 2013: $809,7322013Assets 2014: $901,498Liabilities 2014: $0Net Assets 2014: $901,4982014Assets 2015: $786,232Liabilities 2015: $0Net Assets 2015: $786,2322015Assets 2016: $763,277Liabilities 2016: $0Net Assets 2016: $763,2772016Assets 2017: $1,178,248Liabilities 2017: $15,071Net Assets 2017: $1,163,1772017Assets 2018: $800,041Liabilities 2018: -$5,943Net Assets 2018: $805,9842018Assets 2019: $853,232Liabilities 2019: -$31,667Net Assets 2019: $884,8992019Assets 2020: $827,922Liabilities 2020: -$64,359Net Assets 2020: $892,2812020Assets 2021: $1,354,403Liabilities 2021: -$43,260Net Assets 2021: $1,397,6632021Assets 2022: $1,424,480Liabilities 2022: -$31,360Net Assets 2022: $1,455,8402022Assets 2023: $931,643Liabilities 2023: -$32,969Net Assets 2023: $964,6122023Assets 2024: $1,022,996Liabilities 2024: -$41,620Net Assets 2024: $1,064,6162024

Highlighted filing

2020

Assets$827,922
Liabilities-$64,359
Net Assets$892,281
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $320,871Expenses 2011: $167,548Net Income 2011: $153,3232011Revenue 2012: $368,935Expenses 2012: $39,399Net Income 2012: $329,5362012Revenue 2013: $22,533Expenses 2013: $311,473Net Income 2013: -$288,9402013Revenue 2014: $134,977Expenses 2014: $43,211Net Income 2014: $91,7662014Revenue 2015: $52,387Expenses 2015: $167,977Net Income 2015: -$115,5902015Revenue 2016: $69,659Expenses 2016: $93,985Net Income 2016: -$24,3262016Revenue 2017: $523,299Expenses 2017: $123,402Net Income 2017: $399,8972017Revenue 2018: $4,103Expenses 2018: $363,758Net Income 2018: -$359,6552018Revenue 2019: $427,905Expenses 2019: $348,990Net Income 2019: $78,9152019Revenue 2020: $440,860Expenses 2020: $435,309Net Income 2020: $5,5512020Revenue 2021: $957,599Expenses 2021: $452,217Net Income 2021: $505,3822021Revenue 2022: $536,001Expenses 2022: $477,824Net Income 2022: $58,1772022Revenue 2023: $8,432Expenses 2023: $499,660Net Income 2023: -$491,2282023Revenue 2024: $572,960Expenses 2024: $472,956Net Income 2024: $100,0042024

Highlighted filing

2020

Revenue$440,860
Expenses$435,309
Net Income$5,551
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret J HaleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Planetary Trust
EIN
75-2567517
Phone
2148231537
Address
7149 Hillgreen, Dallas, TX 75214

Signing Officer

Name
Margaret J Haley
Title
Trustee
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Fulfer and Associates
Address
331 N 5TH ST STE 100, GARLAND, TX 75040
Preparer
Donna K Fulfer
Phone
9722728567
Raw XML AppendixShowing 400 of 409 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-05-26
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS FINANCIAL 1099B - S/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS FINANCIAL 1099B - L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,102.000 FIRST COMWLTH MTG TR REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0214716
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret J Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07149 Hillgreen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bill Murski
IRS990PF/StatementsRegardingActyGrp/PhoneNum07132922300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Margaret J Haley
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1612000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Non Profit Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Culture of Creativity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Non- Profit Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Music and Film
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8volunteer in international environment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Research on new energy economy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Research institute dedicated to rethinking US energy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11RESEARCH AND CARE AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO BRING THE ARENA OF INDORMATION TO THE PUBLIC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CERES IS TRANSFORMING THE ECONOMY TO BUILD A SUSTAINABLE FUTURE FOR THE PEOPLE AND THE PLANET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROTECT AND PROMOTE HUMAN-POWERED WINTER RECREATION IN THE BACKCOUNTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ADVOCACY ORGANIZATION THAT EMPOWERS INDIVIDUALS TO EDUCATE KEY STAKEHOLDERS, POLICYMAKERS, AND GENERAL PUBLIC ABOUT EFFCTIVE SOLUTIONS TO CLIMATE CHANGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GIVING EVENT TO EMPOWER PERSONS TO GIVE BACK TO COMMUNITY BY SUPPORTING LOCAL NONPROFITS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Perot Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Dallas Opera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Biomimicry 38 Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Southern Methodist University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Western State Colorado University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Dallas Arboretum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CMPBS Center for Max Potnl Bldg Sys
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Globe Aware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9American Solar Energy SocietyTexas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Rocky Mountain Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11U T DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12THE MEMNOSYNE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13CERES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14SILENT TRACKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Citizens Climate Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16North Texas Giving Day
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 N Field Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12403 Flora Street Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2240 S Glenwood St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 9216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46425 Boaz Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Alumni Relations Crystal Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68617 Garland Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78604 FM 969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86500 East Mockingbird Lane Suite 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92525 Arapahoe Ave Ste E4-253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101820 Folsom Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117000 FANNIN SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122902 MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1399 CHAUNCY STREET 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14P O BOX 2022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151330 Orange Ave 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165500 Caruth Haven Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Gunnison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14CRESTED BUTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15CORONADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075202
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd581231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd980302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1080302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1177030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1275201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1302111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1481224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1592118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1675225
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0347490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0360089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0120150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0163223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0163223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01349281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0432905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0347490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0360089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0120150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088647
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0432905
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0432905
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01512504
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01079599
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt027000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1775000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FCMT Stock
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Guardian Life Insurance Policy
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021083
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt023438
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11241386
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01730
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Nondeductible Travel, conferences and meetings
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Admin. Fees/Miscellaneous Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03561
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0809
TaxesSchedule/TaxesDetail/Amt0809
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0809
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret J Haley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Planetary Trust
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0752567517
ReturnHeader/Filer/PhoneNum02148231537
ReturnHeader/Filer/USAddress/AddressLine1Txt07149 Hillgreen
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752121911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULFER AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0331 N 5TH ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075040

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$827,922
Liabilities
-$64,359
Net assets
$892,281
Revenue
$440,860
Expenses
$435,309
Net income
$5,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.04$1.06$0.57$0.47$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.96$0.01$0.50$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.46$0.54$0.48$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.40$0.96$0.45$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.89$0.44$0.44$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.03$0.88$0.43$0.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.81$0.00$0.36$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.02$1.16$0.52$0.12$0.40
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.04$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.31$0.29
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.37$0.04$0.33
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.32$0.17$0.15
Peer Organizations

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