Civic Intelligence

Cfp Foundation

990PF • Fiscal year 2017 • EIN 76-0537479

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
11 Greenway PlazaHouston, TX 77046

(713) 830-3400

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-24%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$53,127,707

Up $3,764,412 (+7.6%) from 2016

Net Assets

Up

$53,127,707

Up $3,777,716 (+7.7%) from 2016

Liabilities

Down

$0

Down $13,304 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin93rd percentile

Revenue

Down

$8,019,343

Down $2,481,610 (-24%) from 2016

Expenses

Up

$2,913,866

Up $59,097 (+2.1%) from 2016

Net Income

Down

$5,105,477

Down $2,540,707 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,673,697Liabilities 2011: $02011Assets 2012: $30,584,084Liabilities 2012: $02012Assets 2013: $38,623,990Liabilities 2013: $02013Assets 2014: $39,135,851Liabilities 2014: $02014Assets 2015: $42,424,299Liabilities 2015: $0Net Assets 2015: $42,424,2992015Assets 2016: $49,363,295Liabilities 2016: $13,304Net Assets 2016: $49,349,9912016Assets 2017: $53,127,707Liabilities 2017: $0Net Assets 2017: $53,127,7072017Assets 2018: $54,127,740Liabilities 2018: $0Net Assets 2018: $54,127,7402018Assets 2019: $55,951,577Liabilities 2019: $0Net Assets 2019: $55,951,5772019Assets 2020: $63,595,242Liabilities 2020: $0Net Assets 2020: $63,595,2422020Assets 2021: $68,111,569Liabilities 2021: $0Net Assets 2021: $68,111,5692021Assets 2022: $64,988,568Liabilities 2022: $0Net Assets 2022: $64,988,5682022Assets 2023: $59,184,469Liabilities 2023: $0Net Assets 2023: $59,184,4692023Assets 2024: $63,005,164Liabilities 2024: $0Net Assets 2024: $63,005,1642024

Highlighted filing

2017

Assets$53,127,707
Liabilities$0
Net Assets$53,127,707
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$20M$10M$0-$10MRevenue 2011: $652,738Expenses 2011: $1,000,351Net Income 2011: -$347,6132011Revenue 2012: $18,680,817Expenses 2012: $1,000,878Net Income 2012: $17,679,9392012Revenue 2013: $11,252,556Expenses 2013: $1,844,960Net Income 2013: $9,407,5962013Revenue 2014: $2,305,363Expenses 2014: $1,793,502Net Income 2014: $511,8612014Revenue 2015: $6,025,571Expenses 2015: $2,635,049Net Income 2015: $3,390,5222015Revenue 2016: $10,500,953Expenses 2016: $2,854,769Net Income 2016: $7,646,1842016Revenue 2017: $8,019,343Expenses 2017: $2,913,866Net Income 2017: $5,105,4772017Revenue 2018: $4,404,572Expenses 2018: $3,404,539Net Income 2018: $1,000,0332018Revenue 2019: $7,343,318Expenses 2019: $3,522,585Net Income 2019: $3,820,7332019Revenue 2020: $12,747,306Expenses 2020: $3,434,255Net Income 2020: $9,313,0512020Revenue 2021: $8,682,034Expenses 2021: $4,165,707Net Income 2021: $4,516,3272021Revenue 2022: $2,068,244Expenses 2022: $5,191,245Net Income 2022: -$3,123,0012022Revenue 2023: -$1,165,661Expenses 2023: $4,638,438Net Income 2023: -$5,804,0992023Revenue 2024: $8,040,782Expenses 2024: $4,220,087Net Income 2024: $3,820,6952024

Highlighted filing

2017

Revenue$8,019,343
Expenses$2,913,866
Net Income$5,105,477
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary T CrumPres/Treas.-$0--
Sylvie P CrumExec. VP-$0--
Clayton M CrumVP/Sec-$0--
Filing and Contact Details

Filer

Filer Name
CFP Foundation
EIN
76-0537479
Phone
7138303400
Address
11 Greenway Plaza, Houston, TX 77046

Signing Officer

Name
Gary T Crum
Title
Pres/Treas.
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 418 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03409
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax compliance
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01705
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01204
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Atl. Trust FI Fds - attached pgs 27-28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0832324
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0787605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08264547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112904240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25095351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31767689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011781221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115416828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27327909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31985850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS Equities - attached pgs 2-6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UBS Mut Fds - attached pgs 7-9
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Atl. Trust Equities - attached pgs 10-25
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Atl. Trust Mut Fds - attached pgs 25-26
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt09780307
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt09700920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04225406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12048049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt238271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35337822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4604350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5120419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MBA Investment Fund, LLC-A-Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MBA Investment Fund, LLC-B-Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MBA Investment Fund, LLC-C-Endowment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Aylstone Capital LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Brenham Capital Fund, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Atlas/Montrose Investment Partners, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Magellan Midstream Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Western Gas Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06258007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12677039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt247181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36590861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4712139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5118073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6368888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7288540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0544427
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0143652
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02740244
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0226
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Passthrough K-1 Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0153837
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-24543
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03438734
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0143652
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-24543
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03557843
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01204
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03409
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02740244
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04461500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0544427
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0688079
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05105477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018869171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02740244
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02993831
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt021094
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt07032
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt028126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0169409
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0358079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0527543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0153837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0129294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069846
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt069846
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08742
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02452208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0444903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02913866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03438734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08019343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0192208
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0444903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0653866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016128927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0392159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1793138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21554947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0392159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1793138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21554947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016521086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1793138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21554947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital gain distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Passthrough K-1 capital gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02740244
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02740244
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05105477
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01341065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013304
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054468772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt049349991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053127707
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02850937
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02850937
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02850937
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02880875
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029938
IRS990PF/DistributableAmountGrp/TotalTaxAmt029938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt028506
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023444
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt028506
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058444
IRS990PF/FMVAssetsEOYAmt066164194
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt013304
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0230113
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0234119
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0234119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0812589
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0832324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0787605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026464929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028031827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036511808
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010990524
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012380116
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017060728
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt049349991
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt053127707
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0970811
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01869014
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01869014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt049363295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt053127707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt066164194
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt049363295
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053127707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt049349991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053127707
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09894329
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt09780307
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09700920
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058494918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0281079
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046066772
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0877424
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012147067
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02880875
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057617494
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058494918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Triformis Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Atlantic Trust Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0223397
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt169696
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0P O Box 1063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1100 Federal Street 37th floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary T Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sylvie P Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Clayton M Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Exec. VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277046
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02287991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02317929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02343341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02131305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01403017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01477872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0880033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt029938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt057617494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt048827004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt046313253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt043981370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt037997656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt026078077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02452208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.198552
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02422270
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02452208
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt029938
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02452208
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077046
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Julie Crochet
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138303400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary T Crum
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sylvie P Crum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See detail attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Foundations state zip code
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0included for efile
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02260000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0143143
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02309065
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02850937
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02452208
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02707794
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02309065
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary and Sylvie Crum
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 E Greenway Plaza Ste 2600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077046
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04461500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04461500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly-traded securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-09-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01341065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between FMV and Tax Basis of donated securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative service fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Foreign currency loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Partnership K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0167548
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2984
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4272
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055849
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1575
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4300566
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt591
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0223397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6300621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7363
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0153837
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0129294
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013304
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior period liability adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069846
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt069846
TaxesSchedule/TaxesDetail/Amt016200
TaxesSchedule/TaxesDetail/Amt18742
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08742
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary T Crum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFP Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CFPF
ReturnHeader/Filer/EIN0760537479
ReturnHeader/Filer/PhoneNum07138303400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$53,127,707
Liabilities
$0
Net assets
$53,127,707
Revenue
$8,019,343
Expenses
$2,913,866
Net income
$5,105,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$8.04$4.22$3.82
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$1.17$4.64$5.80
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$2.07$5.19$3.12
2021Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$8.68$4.17$4.52
2020Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.7$3.43$9.31
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$7.34$3.52$3.82
2018Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.40$3.40$1.00
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$8.02$2.91$5.11
2016Detailed filing. Detailed filing data is available for this year.$49.4$0.01$49.3$10.5$2.85$7.65
2015Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.03$2.64$3.39
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$2.31$1.79$0.51
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$11.3$1.84$9.41
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$18.7$1.00$17.7
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.65$1.00$0.35