Civic Intelligence

Marion K Chauncey Charitable Foundation

990 • Fiscal year 2019 • EIN 75-6473846

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization ProfileN/A
PO Box 770Palestine, TX 75802

(903) 729-6048

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$5,738

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$452,768

Down $10,301 (-2.2%) from 2018

Net Assets

Down

$452,768

Down $10,301 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$15,911

Down $5,681 (-26%) from 2018

Expenses

Up

$26,212

Up $1,369 (+5.5%) from 2018

Net Income

Down

-$10,301

Down $7,050 (-217%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2010: $494,438Liabilities 2010: $02010Assets 2011: $497,628Liabilities 2011: $0Net Assets 2011: $497,6272011Assets 2012: $497,323Liabilities 2012: $0Net Assets 2012: $497,3232012Assets 2013: $498,550Liabilities 2013: $0Net Assets 2013: $498,5502013Assets 2014: $498,928Liabilities 2014: $0Net Assets 2014: $498,9282014Assets 2015: $487,113Liabilities 2015: $0Net Assets 2015: $487,1132015Assets 2016: $471,390Liabilities 2016: $0Net Assets 2016: $471,3902016Assets 2017: $466,320Liabilities 2017: $0Net Assets 2017: $466,3202017Assets 2018: $463,069Liabilities 2018: $0Net Assets 2018: $463,0692018Assets 2019: $452,768Liabilities 2019: $0Net Assets 2019: $452,7682019Assets 2020: $442,655Liabilities 2020: $0Net Assets 2020: $442,6552020Assets 2021: $447,328Liabilities 2021: $0Net Assets 2021: $447,3282021Assets 2022: $433,834Liabilities 2022: $0Net Assets 2022: $433,8342022Assets 2023: $420,870Liabilities 2023: $0Net Assets 2023: $420,8702023Assets 2024: $417,531Liabilities 2024: $0Net Assets 2024: $417,5312024

Highlighted filing

2019

Assets$452,768
Liabilities$0
Net Assets$452,768
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$40K$20K$0-$20KRevenue 2010: $4,547Expenses 2010: $9,395Net Income 2010: -$4,8482010Revenue 2011: $16,031Expenses 2011: $12,842Net Income 2011: $3,1892011Expenses 2012: $13,1162012Revenue 2013: $16,388Expenses 2013: $15,161Net Income 2013: $1,2272013Revenue 2014: $18,766Expenses 2014: $18,388Net Income 2014: $3782014Revenue 2015: $14,547Expenses 2015: $26,362Net Income 2015: -$11,8152015Revenue 2016: $15,601Expenses 2016: $31,324Net Income 2016: -$15,7232016Revenue 2017: $19,802Expenses 2017: $24,872Net Income 2017: -$5,0702017Revenue 2018: $21,592Expenses 2018: $24,843Net Income 2018: -$3,2512018Revenue 2019: $15,911Expenses 2019: $26,212Net Income 2019: -$10,3012019Revenue 2020: $16,109Expenses 2020: $26,222Net Income 2020: -$10,1132020Revenue 2021: $31,623Expenses 2021: $26,950Net Income 2021: $4,6732021Revenue 2022: $17,894Expenses 2022: $31,388Net Income 2022: -$13,4942022Revenue 2023: $14,075Expenses 2023: $27,039Net Income 2023: -$12,9642023Revenue 2024: $22,790Expenses 2024: $26,129Net Income 2024: -$3,3392024

Highlighted filing

2019

Revenue$15,911
Expenses$26,212
Net Income-$10,301
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$25,889
Mission and Program Overview

Mission

The marion k. Chauncey charitable foundation is organized exclusively for the benefit of several section 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$463,069$452,768▼ $10,301
Investments in Publicly Traded Securities$409,313$408,643▼ $670
Savings and Temporary Cash Investments$36,256$26,625▼ $9,631
Land, Buildings, and Equipment, Net$17,500$17,500→ $0
Total Assets$463,069$452,768▼ $10,301
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$463,069$452,768▼ $10,301
Total Liabilities and Net Assets / Fund Balance$463,069$452,768▼ $10,301

Asset Categories

AssetBook ValueDepreciationBasis
Land$17,500-$17,500
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
VerabankTrusteePT$5,738$5,738
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,911
Other Revenue
$0
Change in Net Assets
$-10,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,092
Salaries, Compensation, and Employee Benefits$5,738
Other Expenses$2,382
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,092--$18,092
Current Officers, Directors, Trustees, and Key Employees-$5,738-$5,738
Fees for Services Accounting-$1,477-$1,477
Insurance-$616-$616
Other Expenses-$289-$289
Total Functional Expenses$18,092$8,120$0$26,212
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mary Washington Found-501c3General Support$9,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

“The foundation has a trustee, not a governing body.”

Form 990, Page 6, Part VI, Line 8B

“The foundation has a trustee, therefore it does not have committees.”

Form 990, Page 6, Part VI, Line 11B

“The trustee is responsible for reviewing the form 990.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marion K Chauncey Charitable
EIN
75-6473846
Phone
9037296048
Address
PO BOX 770, PALESTINE, TX 75802

Signing Officer

Name
Verabank
Title
Trustee
Phone
9037296048
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Verabank
Formed
1994
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Bolton Sullivan Taylor & Weber Llp
Address
1023 N MALLARD, PALESTINE, TX 75801
Preparer
Todd a Mccomas
Phone
9037292229
Raw XML Appendix381 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MARION K. CHAUNCEY CHARITABLE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF SEVERAL SECTION 501(C)(3) ORGANIZATIONS.
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0VERABANK
IRS990/BooksInCareOfDetail/PhoneNum09037296048
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 770
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALESTINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075802
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05738
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05738
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt018092
IRS990/CYInvestmentIncomeAmt015911
IRS990/CYOtherExpensesAmt02382
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-10301
IRS990/CYSalariesCompEmpBnftPaidAmt05738
IRS990/CYTotalExpensesAmt026212
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015911
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0LIGHTHOUSE FOR THE BLIND OF HOUSTON
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04523
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01477
IRS990/FeesForServicesAccountingGrp/TotalAmt01477
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0VERABANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05738
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0381
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt04523
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt018092
IRS990/GrantsToDomesticOrgsGrp/TotalAmt018092
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010359
IRS990/GrossReceiptsAmt025889
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0616
IRS990/InsuranceGrp/TotalAmt0616
IRS990/InvestmentIncomeGrp/ExclusionAmt015530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015530
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0409313
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0408643
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017500
IRS990/LandBldgEquipCostOrOtherBssAmt017500
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09978
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE MARION K. CHAUNCEY CHARITABLE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF SEVERAL SECTION 501(C)(3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0463069
IRS990/NetAssetsOrFundBalancesEOYAmt0452768
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0381
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0381
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0REAL ESTATE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0289
IRS990/OtherExpensesGrp/TotalAmt0289
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0VERABANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0UNIVERSITY OF MARY WASHINGTON FOUNDATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09046
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09046
IRS990/ProgSrvcAccomActy3Grp/Desc0SHRINERS HOSPITAL FOR CHILDREN
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04523
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04523
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018164
IRS990/PYInvestmentIncomeAmt021592
IRS990/PYOtherExpensesAmt02334
IRS990/PYRevenuesLessExpensesAmt0-3251
IRS990/PYSalariesCompEmpBnftPaidAmt04345
IRS990/PYTotalExpensesAmt024843
IRS990/PYTotalRevenueAmt021592
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10301
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0463069
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0452768
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036256
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026625
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt015911
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt021592
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt015911
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt021592
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt08120
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt06679
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt07791
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt014913
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt014913
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt017983
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt017983
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012676
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt017983
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt017401
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt017983
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0582
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt018092
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0691
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0582
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0691
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0691
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0582
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt018092
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt017983
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt018092
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt018092
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S TRUSTEE COMMUNICATES WITH EACH BENEFICIARY ORGANIZATION ON A QUARTERLY BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S TRUSTEE MAKES DISTRIBUTIONS TO EACH BENEFICIARY ORGANIZATION ON A QUARTERLY BASIS ALONG WITH A CALCULATION OF THE AMOUNT DISTRIBUTED. UNDER STATE LAW, EACH BENEFICIARY ORGANIZATION IS ENTITLED TO COMPLETE ACCOUNTING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2LIGHTHOUSE FOR THE BLIND OF HOUSTON 74-1146781 4,522.83 UNIVERSITY OF MARY WASHINGTON FOUNDATION 54-0169627 9,045.69 SHRINERS HOSPITALS FOR CHILDREN 36-2193608 4,522.83
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0530001
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0521633
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt031441
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt024185
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0492279
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0491351
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt07950
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt07824
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt06281
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt06097
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0522051
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0513809
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt018272
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt017983
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0530001
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0521633
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt018272
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt017983
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741146781
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1540169627
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2362193608
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04523
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt19046
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt24523
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIGHTHOUSE FOR THE BLIND OF HOUSTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF MARY WASHINGTON FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SHRINERS HOSPITALS FOR CHILDREN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0LIGHTHOUSE FOR THE BLIND OF HOUSTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1UNIVERSITY OF MARY WASHINGTON FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2SHRINERS HOSPITALS FOR CHILDREN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt018092
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt017500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt017500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09046
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MARY WASHINGTON FOUND
IRS990ScheduleI/RecipientTable/RecipientEIN0540169627
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A TRUSTEE, NOT A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS A TRUSTEE, THEREFORE IT DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE IS RESPONSIBLE FOR REVIEWING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0463069
IRS990/TotalAssetsEOYAmt0452768
IRS990/TotalAssetsGrp/BOYAmt0463069
IRS990/TotalAssetsGrp/EOYAmt0452768
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08120
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018092
IRS990/TotalFunctionalExpensesGrp/TotalAmt026212
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0463069
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0452768
IRS990/TotalProgramServiceExpensesAmt018092
IRS990/TotalReportableCompFromOrgAmt05738
IRS990/TotalRevenueGrp/ExclusionAmt015911
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015911
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0463069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0452768
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 770
IRS990/USAddress/CityNm0PALESTINE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075802
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERABANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09037296048
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION K CHAUNCEY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0756473846
ReturnHeader/Filer/PhoneNum09037296048
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 770
ReturnHeader/Filer/USAddress/CityNm0PALESTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C26D911445181AD2F8A9D5E954639742201E636
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0688CCE5A4434AFA57B4C40947D981D2407CDB59B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.188.185.87
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:11:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751188801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLTON SULLIVAN TAYLOR & WEBER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01023 N MALLARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALESTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075801
ReturnHeader/PreparerPersonGrp/PhoneNum09037292229
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD A MCCOMAS
ReturnHeader/ReturnTs02020-11-10T13:11:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,768
Liabilities
$0
Net assets
$452,768
Revenue
$15,911
Expenses
$26,212
Net income
-$10,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.00$4.18$0.23$0.26$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$0.14$0.27$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.18$0.31$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.32$0.27$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.16$0.26$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.16$0.26$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.22$0.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.20$0.25$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.16$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.15$0.26$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.19$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.16$0.15$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.13
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.16$0.13$0.03
2010Summary only. Only limited summary data is available for this year.$4.94$0.00$0.05$0.09$0.05