Civic Intelligence

The Planetary Trust

990PF • Fiscal year 2021 • EIN 75-2567517

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

-0.03x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

1st percentile

-0.05x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

64%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

117%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,354,403

Up $526,481 (+64%) from 2020

Net Assets

Up

$1,397,663

Up $505,382 (+57%) from 2020

Liabilities

Up

-$43,260

Up $21,099 (+33%) from 2020

Revenue

Up

$957,599

Up $516,739 (+117%) from 2020

Expenses

Up

$452,217

Up $16,908 (+3.9%) from 2020

Net Income

Up

$505,382

Up $499,831 (+9004%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,354,403
Liabilities-$43,260
Net Assets$1,397,663

Operations Trend

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

2021

Revenue$957,599
Expenses$452,217
Net Income$505,382
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers

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
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fulfer and Associates
Address
331 N 5TH ST STE 100, GARLAND, TX 75040
Preparer
Deonna Fulfer Osborn
Phone
9722728567
Raw XML AppendixShowing 400 of 420 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/AdjustedNetIncomeAmt01750
AccountingFeesSchedule/AccountingFeesDetail/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01750
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0667
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0496605
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0714
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0496605
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0497319
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0496605
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0444296
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0444296
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0460280
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0667
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0667
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0505382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0964585
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0496605
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0489398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt06076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0444296
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0452217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0497319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0957599
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0434751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0452073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt318474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0452073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt318474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0886824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS 12308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UNITED PARCEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIRST COMWLTH MTG TR REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0496605
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0505382
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01397663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0892281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01397663
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06803
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06803
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06803
IRS990PF/DistributableAmountGrp/TotalTaxAmt06803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06803
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt01813454
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0-64360
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0-43260
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06839
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0491021
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0491021
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0821083
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0863382
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01322433
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0892281
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01397663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0827922
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01354403
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01813454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0-64359
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0-43260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0827922
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01354403
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0892281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01397663
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075214
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0444296
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0444296
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01800 Bering Dr -Ste250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077057
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3102400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt134000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Non Profit Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Culture of Creativity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Community Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8volunteer in international environment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Preparatory School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Research institute dedicated to rethinking US energy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11THE GREENING OF NORTH CENTRAL TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO NURTURE & GROW REGIONAL COMMUNITY WHOARE LEARNING, EMULATING, AND CONSERVING LIFE'S GENIUS TO CREATE A HEALTHIER PLANET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SAN FRANCISCO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SCIENCE EDUCATION AND PUBLIC OUTREACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public Ch
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Perot Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Dallas Opera
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Southern Methodist University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Western State Colorado University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Crested Butte Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Dallas Arboretum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Downwinders at Risk Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Globe Aware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9The Hockaday School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Rocky Mountain Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11TEXAS TREE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Citizens Climate Education
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2240 S Glenwood St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4Alumni Relations Crystal Hall
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71405 Ross Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86500 East Mockingbird Lane Suite 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt911600 Welch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101820 Folsom Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112906 SWISS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12603 W 13TH STREET SUITE 2D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131330 Orange Ave 309
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15401 WEST 15TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Crested Butte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11DALLAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17AUSTIN
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0347490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0360089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0120150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt088647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt088647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01704930
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0432905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0347490
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01793577
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01349281
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021083
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FCMT Stock
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Guardian Life Insurance Policy
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TaxesSchedule/TaxesDetail/Amt06076
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06076
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret J Haley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Planetary Trust
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ReturnHeader/Filer/EIN0752567517

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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