Civic Intelligence

Ben and Maytee Fisch Foundation

990PF • Fiscal year 2015 • EIN 75-2732192

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
821 Ese Loop 323 Suite 590Tyler, TX 75701

(903) 617-6331

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

72nd percentile

7.0%

Faster asset growth than 72% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$63,503,212

Up $4,159,003 (+7.0%) from 2014

Net Assets

Up

$63,503,212

Up $4,159,003 (+7.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin14th percentile

Revenue

Down

$3,617,450

Down $2,775,022 (-43%) from 2014

Expenses

Up

$4,047,438

Up $450,322 (+13%) from 2014

Net Income

Down

-$429,988

Down $3,225,344 (-115%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100M$50M$0Assets 2011: $54,080,648Liabilities 2011: $2482011Assets 2012: $54,146,161Liabilities 2012: $02012Assets 2013: $56,548,833Liabilities 2013: $0Net Assets 2013: $56,548,8332013Assets 2014: $59,344,209Liabilities 2014: $0Net Assets 2014: $59,344,2092014Assets 2015: $63,503,212Liabilities 2015: $0Net Assets 2015: $63,503,2122015Assets 2016: $64,015,103Liabilities 2016: $0Net Assets 2016: $64,015,1032016Assets 2017: $68,251,656Liabilities 2017: $0Net Assets 2017: $68,251,6562017Assets 2018: $60,142,840Liabilities 2018: $6,500Net Assets 2018: $60,136,3402018Assets 2019: $69,387,270Liabilities 2019: $0Net Assets 2019: $69,387,2702019Assets 2020: $72,794,690Liabilities 2020: $0Net Assets 2020: $72,794,6902020Assets 2021: $80,632,460Liabilities 2021: $1Net Assets 2021: $80,632,4592021Assets 2022: $65,772,282Liabilities 2022: $0Net Assets 2022: $65,772,2822022Assets 2023: $72,473,045Liabilities 2023: $0Net Assets 2023: $72,473,0452023Assets 2024: $76,495,724Liabilities 2024: $0Net Assets 2024: $76,495,7242024

Highlighted filing

2015

Assets$63,503,212
Liabilities$0
Net Assets$63,503,212
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,458,176Expenses 2011: $2,921,900Net Income 2011: $536,2762011Revenue 2012: $3,469,843Expenses 2012: $3,409,443Net Income 2012: $60,4002012Revenue 2013: $6,119,375Expenses 2013: $3,719,407Net Income 2013: $2,399,9682013Revenue 2014: $6,392,472Expenses 2014: $3,597,116Net Income 2014: $2,795,3562014Revenue 2015: $3,617,450Expenses 2015: $4,047,438Net Income 2015: -$429,9882015Revenue 2016: $3,003,085Expenses 2016: $3,795,541Net Income 2016: -$792,4562016Revenue 2017: $5,828,311Expenses 2017: $4,231,674Net Income 2017: $1,596,6372017Revenue 2018: $2,375,714Expenses 2018: $4,007,373Net Income 2018: -$1,631,6592018Revenue 2019: $3,796,303Expenses 2019: $3,669,242Net Income 2019: $127,0612019Revenue 2020: $3,111,368Expenses 2020: $4,063,062Net Income 2020: -$951,6942020Revenue 2021: $7,589,778Expenses 2021: $3,318,551Net Income 2021: $4,271,2272021Revenue 2022: $1,764,000Expenses 2022: $4,131,016Net Income 2022: -$2,367,0162022Revenue 2023: $3,021,380Expenses 2023: $4,084,992Net Income 2023: -$1,063,6122023Revenue 2024: $5,894,697Expenses 2024: $4,502,877Net Income 2024: $1,391,8202024

Highlighted filing

2015

Revenue$3,617,450
Expenses$4,047,438
Net Income-$429,988
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE FISCH GROSSMANVice President-$0--
MANDY FUERSTSecretary-$0--
DAVID FUERSTDirector-$0--
JAN F FUERSTDirector-$0--
MARTEE F FUERSTPresident-$0--
SANDRA FISCH SOMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ben and Maytee Fisch Foundation
EIN
75-2732192
Phone
9036176331
Address
821 ESE LOOP 323 SUITE 590, TYLER, TX 75701

Signing Officer

Name
Dawn Franks
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Squyres Johnson Squyres & Co Llp
Address
821 ESE LOOP 323 STE 100, TYLER, TX 75701
Preparer
Deborah R Jordan
Phone
9035972021
Raw XML AppendixShowing 400 of 1,646 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/GainOrLossAmt2029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-9338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2325039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0104798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt392592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6766793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8377888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt920010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-162964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1229685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15632208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1711562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-36399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-9338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2325039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0104798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33498209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt587807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64867559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82438945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108531876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1129685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12505552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13401841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145646954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161457019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18191624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1914163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2025039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THRU GAINS FROM K-1'S NET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ONEOK PTRS DISTRIB IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GS COVERED S/T - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GS S/T WASH SALE DISALLOWED - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS NON-COVERED S/T - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GS COVERED L/T - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GS L/T WASH SALE DISALLOWED - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GS NON-COVERED L/T - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GS NON-REPORTED L/T - SEE SCH 22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ML COVERED S/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ML COVERED S/T PREM AMORT ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ML COVERED S/T WASH SALE ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ML NON-COVERED S/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ML OTHER S/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ML COVERED L/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ML COVERED L/T PREM AMORT ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ML COVERED L/T WASH SALE ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ML NON-COVERED L/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ML NON-COV L/T PREM AMORT ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ML NON-COV L/T WASH SALE ADJ-SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21ML OTHER L/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22ML NON-REPORTED L/T - SEE SCH 23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SUNOCO LOGIST DISTRIB IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01897127
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-429988
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04588991
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt063503212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059344209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063503212
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03262209
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03262209
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03262209
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03290649
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028440
IRS990PF/DistributableAmountGrp/TotalTaxAmt028440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040980
IRS990PF/FMVAssetsEOYAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01075142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02228019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02228019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt030825275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033352718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033352718
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02099
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02099
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt023920
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0979
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0979
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017716623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018258457
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018258457
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt059344209
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02215805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02765325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02765325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt059344209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt059344209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059344209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt063503212
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07487444
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt06897714
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt06897714
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066815211
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02287978
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt064522768
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01002228
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04465
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03290649
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt065812983
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt066815211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Your Philanthropy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Merrill Lynch Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Goldman Sachs & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1158319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2201502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Consult/Recordkeep
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Brokerage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Brokerage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0821 ESE Loop 323 Suite 590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt16751 Old Jacksonville Highway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2100 Cresent Court Suite 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Tyler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TX

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,503,212
Liabilities
$0
Net assets
$63,503,212
Revenue
$3,617,450
Expenses
$4,047,438
Net income
-$429,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$5.89$4.50$1.39
2023Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$3.02$4.08$1.06
2022Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$1.76$4.13$2.37
2021Detailed filing. Detailed filing data is available for this year.$80.6$0.00$80.6$7.59$3.32$4.27
2020Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$3.11$4.06$0.95
2019Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.80$3.67$0.13
2018Detailed filing. Detailed filing data is available for this year.$60.1$0.01$60.1$2.38$4.01$1.63
2017Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$5.83$4.23$1.60
2016Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$3.00$3.80$0.79
2015Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$3.62$4.05$0.43
2014Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$6.39$3.60$2.80
2013Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$6.12$3.72$2.40
2012Summary only. Only limited summary data is available for this year.$54.1$0.00$3.47$3.41$0.06
2011Summary only. Only limited summary data is available for this year.$54.1$0.00$3.46$2.92$0.54