Civic Intelligence

Harry Teare Trust

990PF • Fiscal year 2011 • EIN 75-6043824

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

P O Box 92979070
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

97th percentile

$16,108

Higher top officer pay than 97% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$876,818

Up $128,145 (+17%) from 2010

Net Assets

Up

$876,805

Up $128,139 (+17%) from 2010

Liabilities

Up

$13

Up $6 (+86%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$64,327

Up $8,567 (+15%) from 2010

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.

$1.0M$500K$0Assets 2010: $748,673Liabilities 2010: $7Net Assets 2010: $748,6662010Assets 2011: $876,818Liabilities 2011: $13Net Assets 2011: $876,8052011Assets 2012: $866,290Liabilities 2012: $10Net Assets 2012: $866,2802012Assets 2013: $883,895Liabilities 2013: $11Net Assets 2013: $883,8842013Assets 2014: $902,601Liabilities 2014: $9Net Assets 2014: $902,5922014Assets 2015: $940,032Liabilities 2015: $7Net Assets 2015: $940,0252015Assets 2016: $929,253Liabilities 2016: $0Net Assets 2016: $929,2532016Assets 2017: $951,657Liabilities 2017: $0Net Assets 2017: $951,6572017Assets 2018: $942,832Liabilities 2018: $2Net Assets 2018: $942,8302018Assets 2019: $950,659Liabilities 2019: $239Net Assets 2019: $950,4202019Assets 2020: $928,044Liabilities 2020: $0Net Assets 2020: $928,0442020Assets 2021: $949,193Liabilities 2021: $15Net Assets 2021: $949,1782021Assets 2022: $902,729Liabilities 2022: $15Net Assets 2022: $902,7142022Assets 2023: $855,835Liabilities 2023: $2Net Assets 2023: $855,8332023Assets 2024: $860,602Liabilities 2024: $0Net Assets 2024: $860,6022024

Highlighted filing

2011

Assets$876,818
Liabilities$13
Net Assets$876,805

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $55,7602010Expenses 2011: $64,3272011Expenses 2012: $69,1722012Revenue 2013: $67,146Expenses 2013: $49,545Net Income 2013: $17,6012013Revenue 2014: $76,673Expenses 2014: $57,965Net Income 2014: $18,7082014Revenue 2015: $106,901Expenses 2015: $69,469Net Income 2015: $37,4322015Revenue 2016: $39,371Expenses 2016: $50,142Net Income 2016: -$10,7712016Revenue 2017: $72,869Expenses 2017: $50,466Net Income 2017: $22,4032017Revenue 2018: $57,899Expenses 2018: $66,749Net Income 2018: -$8,8502018Revenue 2019: $85,210Expenses 2019: $77,621Net Income 2019: $7,5892019Revenue 2020: $56,506Expenses 2020: $78,912Net Income 2020: -$22,4062020Revenue 2021: $107,463Expenses 2021: $86,308Net Income 2021: $21,1552021Revenue 2022: $56,752Expenses 2022: $103,212Net Income 2022: -$46,4602022Revenue 2023: $51,267Expenses 2023: $98,147Net Income 2023: -$46,8802023Revenue 2024: $101,593Expenses 2024: $96,912Net Income 2024: $4,6812024

Highlighted filing

2011

Revenue-
Expenses$64,327
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRSTBANK SOUTHWEST TRUSTEETrustee-$16,108-$16,108
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARY COOPER TEARE FOUNDATIONCHARITABLE SUPPORTPRIVATE FOUNDATIONPERRYTON, TX, US$43,895
Filing and Contact Details

Filer

EIN
75-6043824
Raw XML AppendixShowing 400 of 473 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/Amount01150
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0575
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0575
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BOND MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY COOP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1NORTH PLAINS ELECTRIC
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0778
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0802
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0406705
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1147976
InvestmentsOtherSchedule2/InvestmentsOther/BookValue232290
InvestmentsOtherSchedule2/InvestmentsOther/BookValue312263
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FIXED INCOME MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2INTERNATIONAL EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3REAL ESTATE INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0394231
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1144410
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV229811
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV312528
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount019317
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-7702
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0744
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount0176472
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount02246
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0191077
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0191077
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01150
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps08054
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08054
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss016108
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps043895
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss043895
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm019317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss019317
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0128139
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm0177861
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss0177861
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0425565
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0744
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-7702
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0190150
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss0176472
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm02246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02246
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01389
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps052524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm010018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss064327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0200168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0192466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps08629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm010018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020432
IRS990PF/BalanceSheets/AccountsPayableBOY07
IRS990PF/BalanceSheets/AccountsPayableEOY013
IRS990PF/BalanceSheets/AccountsReceivable0187
IRS990PF/BalanceSheets/AccountsReceivableBOY0107
IRS990PF/BalanceSheets/AccountsReceivableEOY0187
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV0187
IRS990PF/BalanceSheets/AccumDeprecInvestmentsLandEtc018200
IRS990PF/BalanceSheets/CapitalStockBOY0748666
IRS990PF/BalanceSheets/CapitalStockEOY0876805
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0170445
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01761
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0287
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0287
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0237328
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0778
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0802
IRS990PF/BalanceSheets/InvestmentsLandEtcBasis0269756
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY0251556
IRS990PF/BalanceSheets/InvestmentsLandEtcEOY0251556
IRS990PF/BalanceSheets/InvestmentsLandEtcEOYFMV0511899
IRS990PF/BalanceSheets/InvestmentsOtherBOY020783
IRS990PF/BalanceSheets/InvestmentsOtherEOY0599234
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0580980
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/PrepaidExpensesBOY0840
IRS990PF/BalanceSheets/PrepaidExpensesEOY0800
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0800
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY065853
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY023976
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV023976
IRS990PF/BalanceSheets/TotalAssetsBOY0748673
IRS990PF/BalanceSheets/TotalAssetsEOY0876818
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01118931
IRS990PF/BalanceSheets/TotalLiabilitiesBOY07
IRS990PF/BalanceSheets/TotalLiabilitiesEOY013
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0748673
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0876818
IRS990PF/BalanceSheets/TotalNetAssetsBOY0748666
IRS990PF/BalanceSheets/TotalNetAssetsEOY0876805
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-7702
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0214443
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1173201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis215094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41196
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis59546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61860
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis710513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis95442
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101152
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11171
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13372
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22006-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired31983-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired41985-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-01-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired81988-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102007-11-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112006-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired121988-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-01-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-01-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AMERICAN FUNDS US GOV SEC FUND CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1AMER FNDS BOND FUND OF AMERICA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2AMERICAN FUNDS CAPITAL INC BUILDER CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3EQUITY COOP BOOKER COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4BOOKER EQUITY STOCK CREDITS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5FHLMC POOL #FH9720589 MATURES 3/1/26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6FHLMC POOL #FH865213 MATURES 4/1/2019
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7FEDL HOME LOAN MTG 2746 YIELD 4.005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8GNMA LOAN POOL #171226CD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9AMER FNDS NEW PERSPECTIVE FUND CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10FHLMC POOL #FH9720589 MATURES 3/1/26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11FHLMC POOL #FH865213 MATURES 4/1/2019
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12GNMA LOAN POOL #171226CD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13AMERICAN FUNDS CAPITAL INC BUILDER CL F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-10051
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1043
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss143109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-10051
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1043
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses143109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0214328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1163150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice213843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice41196
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice59829
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice61874
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice710813
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice95438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice101195
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice143109
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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0128139
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0876805
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0748666
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0876805
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted041914
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj041914
IRS990PF/DistributableAmount/DistributableAmountBeforeDed041914
IRS990PF/DistributableAmount/MinimumInvestmentReturn045717
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03803
IRS990PF/DistributableAmount/TotalTax03803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03003
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0800
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01118931
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0928257
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances081791
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0434621
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013924
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0411845
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn045717
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0914333
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0928257
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation016108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FIRSTBANK SOUTHWEST TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10BOX 929
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PERRYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode079070
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct058438
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets056536
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.061833
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.058523
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.058474
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.065616
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.070200
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.056354
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0914333
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10841212
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20837839
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30771442
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40745945
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50755894
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01902
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions052524
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1049230
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2048992
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3050619
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4052365
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5042598
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.309167
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions052524
IRS990PF/QualifyingDistributions/ExpensesAndContributions052524
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions052524
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FIRSTBANK SOUTHWEST TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08064353676
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 929
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PERRYTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode079070
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/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
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/SummaryOfDirectCharitableActy/Description10PROVIDE SUPPORT FOR THE MARY COOPER TEARE FOUNDATION A SEC 509(A)(3) SUPPORTING ORGANIZATION
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount043895
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARY COOPER TEARE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 929
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PERRYTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode079070
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear043895
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/AppliedToCurrentYear041914
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted041914
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$1.02$0.97$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.51$0.98$0.47
2022Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.57$1.03$0.46
2021Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$1.07$0.86$0.21
2020Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.57$0.79$0.22
2019Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.50$0.85$0.78$0.08
2018Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.58$0.67$0.09
2017Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.73$0.50$0.22
2016Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.39$0.50$0.11
2015Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$1.07$0.69$0.37
2014Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.77$0.58$0.19
2013Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.67$0.50$0.18
2012Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.69
2011Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.64
2010Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.56