Civic Intelligence

Ershel Franklin Charitable Trust

990PF • Fiscal year 2017 • EIN 75-6305761

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 29, 2018

Organization Profile
PO Box 790Post, TX 79356

(806) 495-3579

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

23rd percentile

-2.0%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

106%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$10,515,688

Flat from 2017

Net Assets

Flat

$10,515,688

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin10th percentile

Revenue

Flat

$729,607

Flat from 2017

Expenses

Flat

$933,560

Flat from 2017

Net Income

Flat

-$203,953

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2011: $9,472,407Liabilities 2011: $56Net Assets 2011: $9,472,3512011Assets 2012: $10,089,572Liabilities 2012: $56Net Assets 2012: $10,089,5162012Assets 2013: $10,492,537Liabilities 2013: $02013Assets 2014: $10,821,686Liabilities 2014: $0Net Assets 2014: $10,821,6862014Assets 2015: $10,759,905Liabilities 2015: $0Net Assets 2015: $10,759,9052015Assets 2016: $10,725,372Liabilities 2016: $0Net Assets 2016: $10,725,3722016Assets 2017: $10,515,688Liabilities 2017: $0Net Assets 2017: $10,515,6882017Assets 2017: $10,515,688Liabilities 2017: $0Net Assets 2017: $10,515,6882017Assets 2018: $10,156,643Liabilities 2018: $0Net Assets 2018: $10,156,6432018Assets 2019: $10,066,156Liabilities 2019: $0Net Assets 2019: $10,066,1562019Assets 2020: $9,973,102Liabilities 2020: $84Net Assets 2020: $9,973,0182020Assets 2021: $10,389,171Liabilities 2021: $0Net Assets 2021: $10,389,1712021Assets 2022: $9,920,264Liabilities 2022: $0Net Assets 2022: $9,920,2642022Assets 2023: $9,526,254Liabilities 2023: $0Net Assets 2023: $9,526,2542023Assets 2024: $9,638,397Liabilities 2024: $0Net Assets 2024: $9,638,3972024

Highlighted filing

2017

Assets$10,515,688
Liabilities$0
Net Assets$10,515,688
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $341,8602011Expenses 2012: $481,3722012Revenue 2013: $1,004,194Expenses 2013: $576,394Net Income 2013: $427,8002013Revenue 2014: $854,006Expenses 2014: $507,685Net Income 2014: $346,3212014Revenue 2015: $475,260Expenses 2015: $520,231Net Income 2015: -$44,9712015Revenue 2016: $354,467Expenses 2016: $392,005Net Income 2016: -$37,5382016Revenue 2017: $729,607Expenses 2017: $933,560Net Income 2017: -$203,9532017Revenue 2017: $729,607Expenses 2017: $933,560Net Income 2017: -$203,9532017Revenue 2018: $263,193Expenses 2018: $611,617Net Income 2018: -$348,4242018Revenue 2019: $521,232Expenses 2019: $607,447Net Income 2019: -$86,2152019Revenue 2020: $447,924Expenses 2020: $538,053Net Income 2020: -$90,1292020Revenue 2021: $897,053Expenses 2021: $478,226Net Income 2021: $418,8272021Revenue 2022: $122,259Expenses 2022: $591,166Net Income 2022: -$468,9072022Revenue 2023: $180,323Expenses 2023: $574,333Net Income 2023: -$394,0102023Revenue 2024: $798,967Expenses 2024: $686,824Net Income 2024: $112,1432024

Highlighted filing

2017

Revenue$729,607
Expenses$933,560
Net Income-$203,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 29, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L MCCRARYTrusteePT$7,200-$7,200
Filing and Contact Details

Filer

Filer Name
Ershel Franklin Charitable Trust
EIN
75-6305761
Address
PO BOX 790, POST, TX 79356

Signing Officer

Name
Mary L Mccrary
Title
Trustee
Signed
2018-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Mason Warner & Company PC
Address
5202 Indiana Ave, Lubbock, TX 79413
Preparer
Mark W Dickson CPA
Phone
8067973251
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1474386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6105216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7109627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-4691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1474386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5450086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6962088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71014044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt824962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1817336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1925688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2012938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2124507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2221170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2311729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2414254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2574386
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/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FT GLOBAL DIVIDEND SERIES 43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INV DIVID SUSTAINABILITY 16-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INV DIVID SUSTAINABILITY 16-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FT SMID CAPITAL STRENGTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MI STATE BLDG AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FT GLOBAL DIVIDEND SERIES 43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6INV DIVID SUSTAINABILITY 16-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INV DIVID SUSTAINABILITY 16-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FT SMID CAPITAL STRENGTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MORGAN STANLEY VARIABLE RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FHLMC SERIES 1058 CLASS H REMIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FHLMC 1993 1508-I PAC-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FHLMC SER 20 CL H CMO PAC-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FHLMC POOL #141323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FHLMC SERIES 74F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FNMA SERIES 1991 17 ZD Z-BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FNMA SERIES 1991 54 ZH BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FNMA SERIES 1989 2D PAC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FHLMC 3724 NA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FHLMC 3905 HQ REMIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FHLMC 3955 UG CMO PAC-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21FHLMC 3994 HJ REMIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GNMA 2010-4 JC REMIC EXCH AD PAC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23GNMA 2010-15 PD REMIC SC EXCH PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24GNMA 2010-117 GD REMIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0332697
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0339929
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-203953
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08329
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02598
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010524017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010725372
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010515688
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013764
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013764
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013764
IRS990PF/DistributableAmountGrp/TotalTaxAmt013764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08400
IRS990PF/FMVAssetsEOYAmt011372861
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt09901
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt010111
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt09901
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt09901
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010725372
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010515688
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0104675
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046145
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0104675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0560693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0343445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0340882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06948329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07365265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07675655
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt014833
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt014833
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt017066
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0525923
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013143
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014362
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01163365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0900313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0900384
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010725372
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010515688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011372861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010725372
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010515688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010725372
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010515688
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01907990
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01827857
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01801079
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY L MCCRARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd079356
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0892947
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0892947

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,515,688
Liabilities
$0
Net assets
$10,515,688
Revenue
$729,607
Expenses
$933,560
Net income
-$203,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.80$0.69$0.11
2023Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.18$0.57$0.39
2022Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$0.12$0.59$0.47
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.90$0.48$0.42
2020Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$0.45$0.54$0.09
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.52$0.61$0.09
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.26$0.61$0.35
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.73$0.93$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.73$0.93$0.20
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.35$0.39$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.48$0.52$0.04
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.85$0.51$0.35
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$1.00$0.58$0.43
2012Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.48
2011Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.34