Civic Intelligence

Robert S and Joyce Pate Capper Charitable Foundation

990PF • Fiscal year 2022 • EIN 75-2692199

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 05, 2023

Organization Profile
3 Bounty Road EastBenbrook, TX 76132

(817) 731-1463

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.19x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

63rd percentile

4.9%

Faster asset growth than 63% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$556,638

Up $25,899 (+4.9%) from 2021

Net Assets

Up

$551,966

Up $24,162 (+4.6%) from 2021

Liabilities

Up

$4,672

Up $1,737 (+59%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin97th percentile

Revenue

Down

$23,999

Down $94,237 (-80%) from 2021

Expenses

Down

$1,007

Down $29,353 (-97%) from 2021

Net Income

Down

$22,992

Down $64,884 (-74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2010: $766,441Liabilities 2010: $799Net Assets 2010: $765,6422010Assets 2011: $737,435Liabilities 2011: $799Net Assets 2011: $736,6362011Assets 2012: $805,254Liabilities 2012: $799Net Assets 2012: $804,4552012Assets 2013: $834,140Liabilities 2013: $0Net Assets 2013: $834,1402013Assets 2014: $754,233Liabilities 2014: $0Net Assets 2014: $754,2332014Assets 2015: $612,164Liabilities 2015: $0Net Assets 2015: $612,1642015Assets 2016: $618,953Liabilities 2016: $0Net Assets 2016: $618,9532016Assets 2017: $642,726Liabilities 2017: $0Net Assets 2017: $642,7262017Assets 2018: $572,527Liabilities 2018: $0Net Assets 2018: $572,5272018Assets 2019: $458,570Liabilities 2019: $0Net Assets 2019: $458,5702019Assets 2020: $442,968Liabilities 2020: $3,040Net Assets 2020: $439,9282020Assets 2021: $530,739Liabilities 2021: $2,935Net Assets 2021: $527,8042021Assets 2022: $556,638Liabilities 2022: $4,672Net Assets 2022: $551,9662022Assets 2023: $496,551Liabilities 2023: $1,827Net Assets 2023: $494,7242023Assets 2024: $503,142Liabilities 2024: $7,263Net Assets 2024: $495,8792024

Highlighted filing

2022

Assets$556,638
Liabilities$4,672
Net Assets$551,966
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $96,6812010Expenses 2011: $117,8972011Expenses 2012: $82,2302012Revenue 2013: $159,945Expenses 2013: $115,702Net Income 2013: $44,2432013Revenue 2014: $85,558Expenses 2014: $141,338Net Income 2014: -$55,7802014Revenue 2015: $48,895Expenses 2015: $190,964Net Income 2015: -$142,0692015Revenue 2016: $189,797Expenses 2016: $128,300Net Income 2016: $61,4972016Revenue 2017: $158,478Expenses 2017: $134,705Net Income 2017: $23,7732017Revenue 2018: $85,060Expenses 2018: $129,765Net Income 2018: -$44,7052018Revenue 2019: $34,416Expenses 2019: $148,373Net Income 2019: -$113,9572019Revenue 2020: $21,476Expenses 2020: $35,731Net Income 2020: -$14,2552020Revenue 2021: $118,236Expenses 2021: $30,360Net Income 2021: $87,8762021Revenue 2022: $23,999Expenses 2022: $1,007Net Income 2022: $22,9922022Revenue 2023: $52,558Expenses 2023: $109,800Net Income 2023: -$57,2422023Revenue 2024: $48,373Expenses 2024: $47,218Net Income 2024: $1,1552024

Highlighted filing

2022

Revenue$23,999
Expenses$1,007
Net Income$22,992
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CAPPERTrustee----Nominal Hours-$0--
Filing and Contact Details

Filer

Filer Name
Robert S and Joyce Pate Capper
EIN
75-2692199
Phone
8177311463
Address
3 BOUNTY ROAD EAST, BENBROOK, TX 76132

Signing Officer

Name
Joyce Pate Capper
Title
Trustee
Phone
8177311463
Signed
2023-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Admire Sanford & Lauderdale Pllc
Address
3430 HILLDALE ROAD STE 100, FORT WORTH, TX 76116-5414
Preparer
Justin M Lauderdale
Phone
8177351840
Raw XML Appendix344 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt436074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt746480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1119855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1294790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1210824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2135750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4148093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5125366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt681622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt780805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1116780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1283790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0300 CULLEN FROST BANKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1800 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3805 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4620 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5585 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6370 CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm858 GARRETT MOTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm997 RESIDEO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10333 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11333 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121000 GENERAL ELECTRIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt02560 ENERGY TRANSFER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023965
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023999
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023999
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt023977
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt023965
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023965
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023965
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022992
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01007
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt023977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022992
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01170
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0551966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0527804
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0551966
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047703
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047703
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047703
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048037
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0334
IRS990PF/DistributableAmountGrp/TotalTaxAmt0334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01131966
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0562209
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0562209
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016957
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016963
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0489751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0489751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01033544
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01148
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01148
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01148
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt030387
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02935
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04672
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-34405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-10243
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048924
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0530739
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0556638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01131966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02935
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0530739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0556638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0527804
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0551966
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0975364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0922039
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014630
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048037
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0960734
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0975364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID CAPPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE----NOMINAL HOURS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03 BOUNTY ROAD EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BENBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd076132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID CAPPER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03 BOUNTY ROAD EAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BENBROOK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076132
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08177311463
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOYCE PATE CAPPER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08177388600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt048 VALLEY RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FORT WORTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0761073109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt098969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt086909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt098969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084681
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0222856
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0270559
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0967
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1181
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt10
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1PRINTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0967
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1181
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ORDINARY PARTNERSHIP LOSS - ENERGY TRANSFER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01007
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01170
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02935
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCESS DEDUCTIONS - ENERGY TRANSFER PARTNERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04672
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE PATE CAPPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08177311463
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT S AND JOYCE PATE CAPPER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0752692199
ReturnHeader/Filer/PhoneNum08177311463
ReturnHeader/Filer/USAddress/AddressLine1Txt03 BOUNTY ROAD EAST
ReturnHeader/Filer/USAddress/CityNm0BENBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461281344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADMIRE SANFORD & LAUDERDALE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03430 HILLDALE ROAD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761165414
ReturnHeader/PreparerPersonGrp/PhoneNum08177351840
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN M LAUDERDALE
ReturnHeader/ReturnTs02023-06-05T08:54:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATE CAPPER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,638
Liabilities
$4,672
Net assets
$551,966
Revenue
$23,999
Expenses
$1,007
Net income
$22,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.07$4.96$0.48$0.47$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.02$4.95$0.53$1.10$0.57
2022Detailed filing. Detailed filing data is available for this year.$5.57$0.05$5.52$0.24$0.01$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.31$0.03$5.28$1.18$0.30$0.88
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.03$4.40$0.21$0.36$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.34$1.48$1.14
2018Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.85$1.30$0.45
2017Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$1.58$1.35$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.90$1.28$0.61
2015Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.49$1.91$1.42
2014Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.86$1.41$0.56
2013Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$1.60$1.16$0.44
2012Detailed filing. Detailed filing data is available for this year.$8.05$0.01$8.04$0.82
2011Detailed filing. Detailed filing data is available for this year.$7.37$0.01$7.37$1.18
2010Detailed filing. Detailed filing data is available for this year.$7.66$0.01$7.66$0.97