Civic Intelligence

Harry E Bovay Jr Foundation

990PF • Fiscal year 2022 • EIN 76-0343221

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
PO Box 1471Houston, TX 77251-1471

(713) 626-2056

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

8th percentile

-84%

Higher net margin than 8% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$9,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$40,732,884

Down $1,419,521 (-3.4%) from 2021

Net Assets

Down

$40,732,884

Down $1,419,521 (-3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

Down

$1,698,174

Down $3,952,726 (-70%) from 2021

Expenses

Up

$3,117,695

Up $1,410,158 (+83%) from 2021

Net Income

Down

-$1,419,521

Down $5,362,884 (-136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$60M$40M$20M$0Assets 2010: $6,692Liabilities 2010: $0Net Assets 2010: $6,6922010Assets 2011: $27,225,384Liabilities 2011: $0Net Assets 2011: $27,225,3842011Assets 2012: $32,516,512Liabilities 2012: $0Net Assets 2012: $32,516,5122012Assets 2013: $31,402,812Liabilities 2013: $0Net Assets 2013: $31,402,8122013Assets 2014: $30,691,430Liabilities 2014: $0Net Assets 2014: $30,691,4302014Assets 2015: $29,187,495Liabilities 2015: $0Net Assets 2015: $29,187,4952015Assets 2016: $28,730,200Liabilities 2016: $0Net Assets 2016: $28,730,2002016Assets 2017: $31,955,768Liabilities 2017: $0Net Assets 2017: $31,955,7682017Assets 2018: $33,555,506Liabilities 2018: $0Net Assets 2018: $33,555,5062018Assets 2019: $38,089,642Liabilities 2019: $0Net Assets 2019: $38,089,6422019Assets 2020: $37,196,792Liabilities 2020: $0Net Assets 2020: $37,196,7922020Assets 2021: $42,152,405Liabilities 2021: $0Net Assets 2021: $42,152,4052021Assets 2022: $40,732,884Liabilities 2022: $0Net Assets 2022: $40,732,8842022Assets 2023: $40,285,070Liabilities 2023: $0Net Assets 2023: $40,285,0702023Assets 2024: $39,995,907Liabilities 2024: $100,000Net Assets 2024: $39,895,9072024

Highlighted filing

2022

Assets$40,732,884
Liabilities$0
Net Assets$40,732,884
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $151,0692010Expenses 2011: $566,6362011Expenses 2012: $1,678,7322012Revenue 2013: $867,112Expenses 2013: $1,972,195Net Income 2013: -$1,105,0832013Revenue 2014: $1,407,370Expenses 2014: $2,118,752Net Income 2014: -$711,3822014Revenue 2015: $300,784Expenses 2015: $1,804,719Net Income 2015: -$1,503,9352015Revenue 2016: $963,830Expenses 2016: $1,427,774Net Income 2016: -$463,9442016Revenue 2017: $5,454,214Expenses 2017: $2,224,465Net Income 2017: $3,229,7492017Revenue 2018: $3,275,752Expenses 2018: $1,676,014Net Income 2018: $1,599,7382018Revenue 2019: $6,989,908Expenses 2019: $2,455,772Net Income 2019: $4,534,1362019Revenue 2020: $1,533,833Expenses 2020: $2,426,683Net Income 2020: -$892,8502020Revenue 2021: $5,650,900Expenses 2021: $1,707,537Net Income 2021: $3,943,3632021Revenue 2022: $1,698,174Expenses 2022: $3,117,695Net Income 2022: -$1,419,5212022Revenue 2023: $2,273,870Expenses 2023: $2,721,684Net Income 2023: -$447,8142023Revenue 2024: $3,078,697Expenses 2024: $3,467,860Net Income 2024: -$389,1632024

Highlighted filing

2022

Revenue$1,698,174
Expenses$3,117,695
Net Income-$1,419,521
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy L KellyDirector-$9,000-$9,000
C Ronald DorchesterDirector-$9,000-$9,000
FRANCES ESCRIVADirector-$9,000-$9,000
Michael L PatrickDirector-$0--
Edward NaumesDirector-$0--
CARL F JAEDICKEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantComm and Economic DevelopmentGrant - to support the mission of the organizationPCJackson, MS, US$1,169,910
Paid GrantBOVAY SCOUT RANCHSHACGrant - to support the mission of the organizationPCNavasota, TX, US$556,173
Paid GrantPhilmont Scout RanchGrant- to support the mission of the organzationPCCimarron, NM, US$283,087
Paid GrantBevill State Community CollegeScholarshipsPCFayette, AL, US$191,780
Paid GrantEducator GrantsScholarshipsPCJACKSON, MS, US$78,507
Paid GrantRetina Research FoundationGrant - to support the mission of the organzationPCHouston, TX, US$50,000
Paid GrantKansas VouchersScholarships-Lawrence, KS, US$47,075
Paid GrantGirl Scouts of San AntonioGrant - to support the mission of the organizationPCSan Antonio, TX, US$20,000
Paid Grantstephen siller Tunnel to Towers Foundationgrant - to support the mission of the organizationPCStaten Island, NY, US$16,000
Paid GrantChickasaw CouncilGrant - to support the mission of the organizationPCMemphis, TN, US$8,675
Paid GrantJayhawk Area CouncilGrant - to support the mission of the organizationPCTopeka, KS, US$8,000
Paid GrantNorthwest Georgia CouncilGrant - to support the mission of the organizationPCRome, GA, US$8,000
Paid GrantTexas A&M foundationgrant - to support the mission of the organizationPCCollege Station, TX, US$8,000
Paid GrantSouth Lamar Chamber of Commercegrant - to support the mission of the organizationPCMillport, AL, US$7,500
Paid GrantBLACK WARRIOR COUNCILGrant- to support the mission of the organizationPCTuscaloosa, AL, US$6,000
Paid GrantChristar International Incgrant - to support the mission of the organizationPCRichardson, TX, US$5,000
Paid GrantOnRampgrant - to support the mission of the organizationPCCollege Station, TX, US$5,000
Paid GrantAshcraft Trust Fund Twogrant - to support the mission of the organizationPFtuscaloosa, AL, US$2,500
Paid GrantAmerican Majority Incgrant - to support the mission of the organizationPCPurcellville, VA, US$1,500
Paid GrantCenter for American Libertygrant - to support the mission of the organizationPCAshburn, VA, US$1,500
Paid GrantAlzheimer's Associationgrant - to support the mission of the organizationPCChicago, IL, US$1,000
Paid Grantnational breast cancer foundationgrant - to support the mission of the organizationPCFrisco, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Harry E Bovay Jr Foundation
EIN
76-0343221
In Care Of
% LEGACY TRUST
Phone
7136262056
Address
PO Box 1471, Houston, TX 77251-1471

Signing Officer

Name
Michael Patrick
Title
Director
Phone
7136262056
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
1400 Meadowbrook Road Suite 300, Jackson, MS 39211-6349
Preparer
Donna W Bruce CPA
Phone
6019486700
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-139534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2305911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-46816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt418407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02398508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2470974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LEGACY TRUST (0808-00)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LEGACY TRUST (0808-01)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LEGACY TRUST (0808-01)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3116.5 ACRES HOLLY SPRINGS, MS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DISTRIBUTION IN EXCESS OF BASIS FIRST CONTINENTAL OPPORTUNITY FUND I,
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0439739
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1419521
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040732884
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042152405
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040732884
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02569224
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02569224
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02569224
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02589158
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019934
IRS990PF/DistributableAmountGrp/TotalTaxAmt019934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt051514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051514
IRS990PF/FMVAssetsEOYAmt049084304
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt060441
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt047951
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt060441
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt060441
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028002
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02009315
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02009315
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0307976
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt037276299
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt038663128
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt047014548
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042152405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt040732884
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04492177
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042152405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040732884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt049084304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042152405
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040732884
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042152405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040732884
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt052571744
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03569716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048943830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0788576
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt058198
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02589158
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051783168
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052571744
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt29000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt49000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peggy L Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael L Patrick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C Ronald Dorchester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Edward Naumes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FRANCES ESCRIVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARL F JAEDICKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0607 N POLK ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13355 W Alabama 1140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2528 DORCHESTER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 1471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt421980 COUNTY RD 48
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt58705 APPOMATTOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Little Rock
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2JOHNSON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ANGLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5COLLEGE STATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd072205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3772511471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd477515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd577845
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02781366
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02781366
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1471
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0772511471
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LEGACY TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136262056
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,732,884
Liabilities
$0
Net assets
$40,732,884
Revenue
$1,698,174
Expenses
$3,117,695
Net income
-$1,419,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.0$0.10$39.9$3.08$3.47$0.39
2023Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$2.27$2.72$0.45
2022Detailed filing. Detailed filing data is available for this year.$40.7$0.00$40.7$1.70$3.12$1.42
2021Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$5.65$1.71$3.94
2020Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$1.53$2.43$0.89
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$6.99$2.46$4.53
2018Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$3.28$1.68$1.60
2017Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$5.45$2.22$3.23
2016Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.96$1.43$0.46
2015Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$0.30$1.80$1.50
2014Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$1.41$2.12$0.71
2013Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.87$1.97$1.11
2012Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.68
2011Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$0.57
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15