Civic Intelligence

Anne and Don Fizer Foundation

EIN 76-0599693 • Houston, TX

2727 Allen ParkwayHouston, TX 77019
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-2.8%

Faster asset growth than 24% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,199,111

Up $15,595 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,199,111

Up $15,595 (+0.3%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin7th percentile

Revenue

Up

$379,915

Up $166,320 (+78%) from 2023

Expenses

Down

$361,028

Down $2,240 (-0.6%) from 2023

Net Income

Up

$18,887

Up $168,560 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $735,079Liabilities 2011: $12011Assets 2012: $1,980,840Liabilities 2012: $02012Assets 2013: $5,131,424Liabilities 2013: $02013Assets 2014: $6,160,593Liabilities 2014: $0Net Assets 2014: $6,160,5932014Assets 2015: $6,052,616Liabilities 2015: $0Net Assets 2015: $6,052,6162015Assets 2016: $5,520,137Liabilities 2016: $0Net Assets 2016: $5,520,1372016Assets 2017: $5,886,390Liabilities 2017: $0Net Assets 2017: $5,886,3902017Assets 2018: $5,657,926Liabilities 2018: $0Net Assets 2018: $5,657,9262018Assets 2019: $5,509,663Liabilities 2019: $0Net Assets 2019: $5,509,6632019Assets 2020: $5,214,045Liabilities 2020: $0Net Assets 2020: $5,214,0452020Assets 2021: $5,332,343Liabilities 2021: $0Net Assets 2021: $5,332,3432021Assets 2022: $5,333,072Liabilities 2022: $0Net Assets 2022: $5,333,0722022Assets 2023: $5,183,516Liabilities 2023: $0Net Assets 2023: $5,183,5162023Assets 2024: $5,199,111Liabilities 2024: $0Net Assets 2024: $5,199,1112024

Highlighted filing

2024

Assets$5,199,111
Liabilities$0
Net Assets$5,199,111
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $729,490Expenses 2011: $2,796Net Income 2011: $726,6942011Revenue 2012: $1,376,476Expenses 2012: $113,101Net Income 2012: $1,263,3752012Revenue 2013: $3,456,443Expenses 2013: $286,320Net Income 2013: $3,170,1232013Revenue 2014: $1,242,347Expenses 2014: $220,006Net Income 2014: $1,022,3412014Revenue 2015: $170,928Expenses 2015: $278,905Net Income 2015: -$107,9772015Revenue 2016: -$146,247Expenses 2016: $386,232Net Income 2016: -$532,4792016Revenue 2017: $733,732Expenses 2017: $367,285Net Income 2017: $366,4472017Revenue 2018: $148,066Expenses 2018: $376,530Net Income 2018: -$228,4642018Revenue 2019: $216,312Expenses 2019: $364,575Net Income 2019: -$148,2632019Revenue 2020: $61,211Expenses 2020: $356,829Net Income 2020: -$295,6182020Revenue 2021: $483,308Expenses 2021: $365,010Net Income 2021: $118,2982021Revenue 2022: $412,060Expenses 2022: $411,331Net Income 2022: $7292022Revenue 2023: $213,595Expenses 2023: $363,268Net Income 2023: -$149,6732023Revenue 2024: $379,915Expenses 2024: $361,028Net Income 2024: $18,8872024

Highlighted filing

2024

Revenue$379,915
Expenses$361,028
Net Income$18,887
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,199,111
Liabilities
$0
Net assets
$5,199,111
Revenue
$379,915
Expenses
$361,028
Net income
$18,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.38$0.36$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.21$0.36$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.41$0.41$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.48$0.37$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.06$0.36$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.22$0.36$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.15$0.38$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.73$0.37$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.15$0.39$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.17$0.28$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.24$0.22$1.02
2013Summary only. Only limited summary data is available for this year.$5.13$0.00$3.46$0.29$3.17
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$1.38$0.11$1.26
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.73$0.00$0.73
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
D DUDLEY OLDHAMVice President-$0--
JERRY M SCROGGINSPresident-$0--
ROGER Q BECKSecretary & Vice President-$0--
RONALD S WEBSTERVice President-$0--
BARTON R BENTLEYTreasurer & Vice President-$0--
STEFNEE D ASHLOCKVice President-$0--
Filing and Contact Details

Filer

Filer Name
Anne and Don Fizer Foundation
EIN
76-0599693
In Care Of
% JERRY SCROGGINS
Phone
7138407710
Address
2727 Allen Parkway, Houston, TX 77019

Signing Officer

Name
Jerry M Scroggins
Title
President
Phone
7134994600
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
2800 Post Oak Blvd Ste 3200, HOUSTON, TX 77056
Preparer
Jana Kirksey
Phone
7134994600
Raw XML AppendixShowing 400 of 718 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28300 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29600 DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30900 BROADRIDGE FINL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31525 APPLE COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32960 BORGWARNER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,400 EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341750 PFIZER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351,400 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36325 INTERNATIONAL BUS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37550 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38200 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40900 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41900 DISCOVER FINANCIAL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421000 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43575 STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm445,895.026 VANGUARD INTL STK IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451400 VANGUARD MSCI EMER MKT ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464,773.248 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47300 SHIRE PHARMACEUTICALS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481400 UNILEVER PLC SPONSORED AD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0107371
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0417991
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt060611
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt06142
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt111531
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0603646
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0603646
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010280
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0417991
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0638701
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0107371
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0107371
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01022341
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06144626
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060611
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07543
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0417991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0557006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05818
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt027429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt017673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040290
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0220006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0613402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01242347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0331524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1204017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2755708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34359596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt468883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-63131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt577611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-6907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7404991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-13656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-63131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt577611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-6907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7404991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0317868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1199693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2775560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34296465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt472438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt577611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6404991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERI CO- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMERI CO- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMERI CO- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41374 ONTRACK CORE FUND INV CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MCVEAN INVESTMENTS- 82617- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MCVEAN INVESTMENTS - 82619- DETAILS AVAILBLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SAN JACINTO PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0417991
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01022341
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt088
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06916
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06160681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05131424
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06160593
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0301325
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0301325
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0301325
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0306895
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05570
IRS990PF/DistributableAmountGrp/TotalTaxAmt05570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt06620992
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05131424
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06160593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02861001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02105186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02108829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02054308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02664487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03121243
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0228559
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0228559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0216115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01162361
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01162361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05131424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06160593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06620992
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05131424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06160593
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05131424
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06160593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06231375
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0465770
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05541835
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093471
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0223770
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0306895
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06137904
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06231375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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/PersonNm0D DUDLEY OLDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERRY M SCROGGINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROGER Q BECK

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