Civic Intelligence

American Community Trust

990PF • Fiscal year 2010 • EIN 75-2791649

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 08, 2011

4514 Cole Ave No 40575205
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

80th percentile

$12,517

Higher top officer pay than 80% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,257,632

No earlier filing loaded for comparison.

Net Assets

$1,257,632

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$255,156

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,257,632Liabilities 2010: $0Net Assets 2010: $1,257,6322010Assets 2011: $1,198,892Liabilities 2011: $0Net Assets 2011: $1,198,8922011Assets 2012: $1,132,570Liabilities 2012: $0Net Assets 2012: $1,132,5702012Assets 2013: $3,301,972Liabilities 2013: $02013Assets 2014: $3,019,474Liabilities 2014: $02014Assets 2015: $2,624,904Liabilities 2015: $02015Assets 2016: $2,057,064Liabilities 2016: $0Net Assets 2016: $2,057,0642016Assets 2017: $2,227,780Liabilities 2017: $0Net Assets 2017: $2,227,7802017Assets 2018: $1,624,301Liabilities 2018: $0Net Assets 2018: $1,624,3012018Assets 2019: $4,692,750Liabilities 2019: $0Net Assets 2019: $4,692,7502019Assets 2020: $7,522,688Liabilities 2020: $0Net Assets 2020: $7,522,6882020Assets 2021: $6,447,678Liabilities 2021: $0Net Assets 2021: $6,447,6782021Assets 2022: $6,009,584Liabilities 2022: $0Net Assets 2022: $6,009,5842022Assets 2023: $5,232,188Liabilities 2023: $0Net Assets 2023: $5,232,1882023Assets 2024: $5,354,050Liabilities 2024: $0Net Assets 2024: $5,354,0502024

Highlighted filing

2010

Assets$1,257,632
Liabilities$0
Net Assets$1,257,632

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $255,1562010Expenses 2011: $264,2662011Expenses 2012: $247,5322012Revenue 2013: $2,495,740Expenses 2013: $326,338Net Income 2013: $2,169,4022013Revenue 2014: $35,158Expenses 2014: $317,656Net Income 2014: -$282,4982014Revenue 2015: $52,760Expenses 2015: $447,330Net Income 2015: -$394,5702015Revenue 2016: -$25,609Expenses 2016: $542,231Net Income 2016: -$567,8402016Revenue 2017: $302,436Expenses 2017: $131,720Net Income 2017: $170,7162017Revenue 2018: $107,272Expenses 2018: $710,751Net Income 2018: -$603,4792018Revenue 2019: $3,490,649Expenses 2019: $422,200Net Income 2019: $3,068,4492019Revenue 2020: $4,190,024Expenses 2020: $887,126Net Income 2020: $3,302,8982020Revenue 2021: $595,966Expenses 2021: $1,670,976Net Income 2021: -$1,075,0102021Revenue 2022: $499,956Expenses 2022: $938,050Net Income 2022: -$438,0942022Revenue 2023: $358,013Expenses 2023: $1,135,409Net Income 2023: -$777,3962023Revenue 2024: $1,337,917Expenses 2024: $1,216,055Net Income 2024: $121,8622024

Highlighted filing

2010

Revenue-
Expenses$255,156
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 8, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M MARSHTrusteeFT$12,517-$12,517
WILLIAM D ELLIOTTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRACE FOR EDUCATIONCHARITYPUBLIC CHARITYLEXINGTON, KY, US$195,192
Paid GrantVAIL VALLEY FOUNDATIONCHARITYPUBLIC CHARITYAVON, CO, US$20,000
Paid GrantTHE NUNOA PROJECTCHARITYPUBLIC CHARITYHADLEY, MA, US$10,000
Paid GrantINSIGHT SEMINARSCHARITYPUBLIC CHARITYDALLAS, TX, US$6,000
Paid GrantMOVEMENT OF SPIRITUAL INNER AWARENESSCHARITYPUBLIC CHARITYLOS ANGELES, CA, US$3,500
Filing and Contact Details

Filer

EIN
75-2791649
Raw XML AppendixShowing 400 of 449 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/AccountingFees/Amount05039
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02519
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01111062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01440474
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PERSHING INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue026343
InvestmentsOtherSchedule2/InvestmentsOther/BookValue114574
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SWS INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1SABINE ROYALTY TRUST HELD AT SWS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV019879
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV117269
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount055425
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount099291
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount022
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0795
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0155533
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0155533
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02519
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss05039
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm099291
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps06258
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06259
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss012517
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0234692
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0234692
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss012500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm01456
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss01456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm055425
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss055425
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-87123
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0326865
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss022
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss099291
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0144707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0795
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0526
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0243507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm010826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0255156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0155533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0168033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps08815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm010826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020464
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01276295
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01111062
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01440474
IRS990PF/BalanceSheets/InvestmentsOtherBOY025471
IRS990PF/BalanceSheets/InvestmentsOtherEOY040917
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV037148
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY05535
IRS990PF/BalanceSheets/OtherAssetsEOY04121
IRS990PF/BalanceSheets/OtherAssetsEOYFMV04121
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01344755
IRS990PF/BalanceSheets/RetainedEarningsEOY01257632
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY037454
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0101532
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0101532
IRS990PF/BalanceSheets/TotalAssetsBOY01344755
IRS990PF/BalanceSheets/TotalAssetsEOY01257632
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01583275
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01344755
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01257632
IRS990PF/BalanceSheets/TotalNetAssetsBOY01344755
IRS990PF/BalanceSheets/TotalNetAssetsEOY01257632
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome099291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis036440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis160989
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis225677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis323856
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis443971
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis519159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis617482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WHG SMALLCAP VALUE FUND - 6,315.025 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1DODGE & COX INTERNATIONAL STOCK - 3,032.596 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FIDELITY ADVISORS II FL HI INCM INS - 3,146.226 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3JANUS INVT FD HIGH-YIELD FD - 3,461.938 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4PIMCO TOTAL RETURN - 4,349.13 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5WHG SMALLCAP VALUE FUND - 3,320.243 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6DODGE & COX INTERNATIONAL STOCK - 869.244 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss013560
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss139011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss46029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss510841
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss612518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss76865
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses013560
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses139011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses36144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses46029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses510841
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses612518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses76865
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1100000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice230000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice330000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice450000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice530000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice630000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice76865
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-87123
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01257632
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01344755
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01257632
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted077382
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj077382
IRS990PF/DistributableAmount/DistributableAmountBeforeDed077382
IRS990PF/DistributableAmount/MinimumInvestmentReturn078829
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01447
IRS990PF/DistributableAmount/TotalTax01447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01426
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01426
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment022
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0495
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02895
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01583275
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01600594
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0117348
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01482844
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable024009
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0402
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn078829
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01576585
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01600594
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation012517
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM M MARSH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM D ELLIOTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104514 COLE AVE STE 405
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114514 COLE AVE STE 405
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DALLAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DALLAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode075205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode175205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0210723
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0209276
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.132740
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.100250
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.155682
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.142287
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01576585
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101464402
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202539876
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303001821
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01447
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0243507
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10146807
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20395414
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30427121
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.398219
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0242060
IRS990PF/QualifyingDistributions/ExpensesAndContributions0243507
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01447
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0243507
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BILL MARSH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02142191308
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104514 COLE AVE 405
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075205
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1195192
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INSIGHT SEMINARS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11RACE FOR EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12VAIL VALLEY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MOVEMENT OF SPIRITUAL INNER AWARENESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE NUNOA PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1012608 BRECKENRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111818 VERSAILLES ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1290 BENCHMARK RD 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133500 W ADAMS BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14111 NORTH MAPLE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2AVON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HADLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode075230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140504
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode281620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode390018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode401035
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0234692
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear077382
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted077382
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1074365
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20268462
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30283552
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0792504
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0166125
IRS990PF/UndistributedIncome/ExcessFromYear1074365
IRS990PF/UndistributedIncome/ExcessFromYear20268462
IRS990PF/UndistributedIncome/ExcessFromYear30283552
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0243507
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0166125
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0792504
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0626379
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions010000
IRS990ScheduleB/ContributorInfo/AggregateContributions12500
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine104514 COLE AVE STE 405
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine114514 COLE AVE STE 405
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode075205
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode175205
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CAROL BARGER
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1ED NANCE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue05535
OtherAssetsSchedule/OtherAssets/Description0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue04121
OtherAssetsSchedule/OtherAssets/EOYFMV04121
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1ADMINISTRATIVE EXPENSE FROM SABINE ROYALTY TRUST
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps038
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome038

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.$5.35$0.00$5.35$1.34$1.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.36$1.14$0.78
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.50$0.94$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.60$1.67$1.08
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$4.19$0.89$3.30
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$3.49$0.42$3.07
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.71$0.60
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.30$0.13$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.03$0.54$0.57
2015Summary only. Only limited summary data is available for this year.$2.62$0.00$0.05$0.45$0.39
2014Summary only. Only limited summary data is available for this year.$3.02$0.00$0.04$0.32$0.28
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$2.50$0.33$2.17
2012Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.25
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.26
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.26