Civic Intelligence

Harry & Maxine Rogers Charitable Tr

990PF • Fiscal year 2019 • EIN 76-6055554

Oct 01, 2018 to Sep 30, 2019 • Filed on Nov 18, 2019

Organization Profile
C/O Frost Bank 2201 Market 3rd FLGalveston, TX 77550

(409) 770-7158

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$20,592

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,928,553

Up $36,757 (+1.9%) from 2018

Net Assets

Up

$1,928,553

Up $36,757 (+1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Up

$134,033

Up $13,446 (+11%) from 2018

Expenses

Up

$97,276

Up $15,822 (+19%) from 2018

Net Income

Down

$36,757

Down $2,376 (-6.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,859,647Liabilities 2011: $0Net Assets 2011: $1,859,6472011Assets 2012: $1,810,157Liabilities 2012: $0Net Assets 2012: $1,810,1572012Assets 2013: $1,773,889Liabilities 2013: $0Net Assets 2013: $1,773,8892013Assets 2014: $1,757,036Liabilities 2014: $02014Assets 2015: $1,771,820Liabilities 2015: $02015Assets 2016: $1,736,724Liabilities 2016: $0Net Assets 2016: $1,736,7242016Assets 2017: $1,852,663Liabilities 2017: $0Net Assets 2017: $1,852,6632017Assets 2018: $1,891,796Liabilities 2018: $0Net Assets 2018: $1,891,7962018Assets 2019: $1,928,553Liabilities 2019: $0Net Assets 2019: $1,928,5532019Assets 2020: $1,881,706Liabilities 2020: $0Net Assets 2020: $1,881,7062020Assets 2021: $1,950,145Liabilities 2021: $0Net Assets 2021: $1,950,1452021Assets 2022: $1,897,782Liabilities 2022: $0Net Assets 2022: $1,897,7822022

Highlighted filing

2019

Assets$1,928,553
Liabilities$0
Net Assets$1,928,553
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$100K$0-$100KExpenses 2011: $166,4842011Expenses 2012: $110,7772012Expenses 2013: $115,9082013Revenue 2014: $105,424Expenses 2014: $120,260Net Income 2014: -$14,8362014Revenue 2015: $135,698Expenses 2015: $120,914Net Income 2015: $14,7842015Revenue 2016: $68,335Expenses 2016: $103,431Net Income 2016: -$35,0962016Revenue 2017: $158,415Expenses 2017: $42,476Net Income 2017: $115,9392017Revenue 2018: $120,587Expenses 2018: $81,454Net Income 2018: $39,1332018Revenue 2019: $134,033Expenses 2019: $97,276Net Income 2019: $36,7572019Revenue 2020: $74,198Expenses 2020: $120,970Net Income 2020: -$46,7722020Revenue 2021: $187,027Expenses 2021: $117,984Net Income 2021: $69,0432021Revenue 2022: $67,478Expenses 2022: $120,431Net Income 2022: -$52,9532022

Highlighted filing

2019

Revenue$134,033
Expenses$97,276
Net Income$36,757
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$20,592-$20,592
Filing and Contact Details

Filer

Filer Name
Harry & Maxine Rogers Charitable
EIN
76-6055554
Phone
4097707158
Address
C/O FROST BANK 2201 MARKET 3RD FL, GALVESTON, TX 77550

Signing Officer

Name
Frost Bank
Title
Trustee
Phone
4097707158
Signed
2019-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Head Maxwell & Mckenna Llp
Address
2200 MARKET ST STE 401, GALVESTON, TX 77550
Preparer
John R Mckenna Jr
Phone
4097636479
Raw XML Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FORM 990 PF TAX PREP FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0625
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01887534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY & BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01991919
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt052566
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0625
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01441
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0117415
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0549
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt078578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05773
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt615673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt711804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1381
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt038545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16081
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt622283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01064.196 SH INVESCO DEV MKTS FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1167.894 SH INVESCO DEV MKTS FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22477.846 SH FROST TOTAL RETURN BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31376.184 SH AMERICAN BEACON STEPHEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4652.778 SH COHEN & STEERS INSTL REAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52234.007 SH HARTFORD FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6346.823 SH T ROWE PRICE INTL DISCOV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7298.914 SH VICTORY SMALL CO OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt080026
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0381
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt036757
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01928553
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01891796
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01928553
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096740
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096740
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096740
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt099088
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02348
IRS990PF/DistributableAmountGrp/TotalTaxAmt02348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0268
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IRS990PF/FMVAssetsEOYAmt02032938
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02239
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01853353
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01887534
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01991919
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02080
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02080
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01891796
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01928553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033203
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037934
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037934
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01928553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02032938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01891796
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01928553
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01891796
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01928553
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02011934
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062781
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01946068
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03085
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt099088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01981755
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02011934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.030821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.016324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01981755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02008688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01884982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01806130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01917785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01962429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt078578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.205470
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt078578
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt078578
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt078578
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt02201 MARKET STREET 3RD FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GALVESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077550
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FROST BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/PhoneNum04097707158
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt072805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BENEFIT NEEDY PATIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF TEXAS M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 WEST 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072805
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/AppliedToCurrentYearAmt05773
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt072805
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096740
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078578
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt090967
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072805
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
TaxesSchedule/TaxesDetail/Amt02080
TaxesSchedule/TaxesDetail/Amt1549
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0549
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FROST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04097707158
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY & MAXINE ROGERS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0766055554
ReturnHeader/Filer/PhoneNum04097707158
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FROST BANK 2201 MARKET 3RD FL
ReturnHeader/Filer/USAddress/CityNm0GALVESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077550
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0378F613000319C0BEA388E048F754F015A67F5A1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0378F613000319C0BEA388E048F754F015A67F5A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.247.65
ReturnHeader/FilingSecurityInformation/IPDt02019-11-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:00:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832933734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEAD MAXWELL & MCKENNA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 MARKET ST STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALVESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077550
ReturnHeader/PreparerPersonGrp/PhoneNum04097636479
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCKENNA JR
ReturnHeader/ReturnTs02019-11-26T09:00:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,928,553
Liabilities
$0
Net assets
$1,928,553
Revenue
$134,033
Expenses
$97,276
Net income
$36,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.07$0.12$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.19$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.12$0.08$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.16$0.04$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.07$0.10$0.04
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$0.14$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.17