Civic Intelligence

Drs Charles Eric and Octavia Hall Endowment Fund

990PF • Fiscal year 2010 • EIN 76-6116807

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 07, 2011

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

98th percentile

$9,120

Higher top officer pay than 98% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$467,452

No earlier filing loaded for comparison.

Net Assets

$467,452

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$53,980

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2010: $467,452Liabilities 2010: $0Net Assets 2010: $467,4522010Assets 2011: $547,154Liabilities 2011: $0Net Assets 2011: $547,1542011Assets 2012: $473,004Liabilities 2012: $0Net Assets 2012: $473,0042012Assets 2013: $436,589Liabilities 2013: $02013Assets 2014: $399,507Liabilities 2014: $02014Assets 2015: $348,948Liabilities 2015: $02015Assets 2018: $214,475Liabilities 2018: $0Net Assets 2018: $214,4752018Assets 2019: $167,399Liabilities 2019: $1Net Assets 2019: $167,3992019Assets 2020: $120,214Liabilities 2020: $1Net Assets 2020: $120,2142020Assets 2021: $80,176Liabilities 2021: $1Net Assets 2021: $80,1762021Assets 2022: $31,338Liabilities 2022: $0Net Assets 2022: $31,3382022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2010

Assets$467,452
Liabilities$0
Net Assets$467,452
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $53,9802010Expenses 2011: $54,3672011Expenses 2012: $90,2832012Revenue 2013: $29,245Expenses 2013: $67,319Net Income 2013: -$38,0742013Revenue 2014: $29,544Expenses 2014: $66,498Net Income 2014: -$36,9542014Revenue 2015: $14,601Expenses 2015: $65,530Net Income 2015: -$50,9292015Revenue 2018: $26,378Expenses 2018: $63,728Net Income 2018: -$37,3502018Revenue 2019: $15,413Expenses 2019: $62,451Net Income 2019: -$47,0382019Revenue 2020: $14,081Expenses 2020: $61,239Net Income 2020: -$47,1582020Revenue 2021: $20,909Expenses 2021: $60,996Net Income 2021: -$40,0872021Revenue 2022: $11,416Expenses 2022: $60,281Net Income 2022: -$48,8652022Revenue 2023: $8,933Expenses 2023: $40,270Net Income 2023: -$31,3372023

Highlighted filing

2010

Revenue-
Expenses$53,980
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 7, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOTrusteeFT$9,120-$9,120
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGALVESTON COLLEGEFUND PROFESSORSHIPPUBLICGALVESTON, TX, US$44,674
Filing and Contact Details

Filer

EIN
76-6116807
Raw XML AppendixShowing 400 of 451 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue06000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue213300
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue316600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue411600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue513300
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue626800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue73300
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue813300
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV07346
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV16957
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV223056
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV335096
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV419832
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV525747
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV632045
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV77558
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV822214
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0277907200 EATON VANCE INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond156062X708 MAINSTAY HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2018913400 ALLIANCEBERNSTEIN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3091929760 BLACKROCK US OPPORTU
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4349913889 FORWARD INTERNATIONA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5411511801 HARBOR INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6487300808 KEELEY SMALL CAP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7561717828 MANAGERS EMERGING MK
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond804315J837 ARTIO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue013300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18009
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue37104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue415621
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue56679
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue67100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue710257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue95814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue105845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue115910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1213094
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue138399
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1412302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue153774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue169353
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue179791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue189225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1912978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2012916
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2111692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue229401
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2314380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue242397
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue258715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue266569
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue272418
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue282396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV011913
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV113149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV311106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV415370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV516425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV612796
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV712018
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV812017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV95727
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV106488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV116743
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV128234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1311442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1410331
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV156838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV166563
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV179301
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1814151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1914671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2012343
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2112264
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2211514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2313397
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV245292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2512693
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV267147
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV273932
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV282136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0548661107 LOWES CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1824348106 SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2948626106 WEIGHT WATCHERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4931142103 WAL MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7025816109 AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8084670702 BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock946625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10857477103 STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15941848103 WATERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16053611109 AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1731428X106 FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18452308109 ILLINOIS TOOLS WORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1988579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2081369Y803 AMEX TECHNOLOGH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21053015103 AUTOMATIC DATA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22426281101 HENRY JACK & ASSOC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24959802109 WESTERN UNION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25810186106 THE SCOTTS MIRACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2683175M205 SMITH & NEPHEW PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27729251108 PLUM CREEK TIMBER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2878464A607 SPDR DOW JONES REIT
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue091097
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV098074
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014110
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount016623
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount016
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0PR YR TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount021
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount030770
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA030770
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm016623
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps02280
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06840
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09120
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps044674
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss044674
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm014083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss014110
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-23210
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice048388
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss016
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss016623
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome023696
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps046954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss053980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome030722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses030770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09306
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0489567
IRS990PF/BalanceSheets/CapitalStockEOY0467452
IRS990PF/BalanceSheets/CashBOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0110200
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0179851
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0250787
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0292562
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY00
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY091097
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV098074
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY00
IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY00
IRS990PF/BalanceSheets/InvestmentsOtherBOY0456974
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY032593
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY015368
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV015368
IRS990PF/BalanceSheets/TotalAssetsBOY0489567
IRS990PF/BalanceSheets/TotalAssetsEOY0467452
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0585855
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0489567
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0467452
IRS990PF/BalanceSheets/TotalNetAssetsBOY0489567
IRS990PF/BalanceSheets/TotalNetAssetsEOY0467452
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome016623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis013300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis49982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-03-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22005-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32006-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-09-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-09-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-09-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01819.425 ARTISAN SMALL CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset183. SHERWIN WILLIAMS CO COM W/RTS ATTACHED EXP 04/22/2007
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset264. SMITH & NEPHEW PLC SPDN ADR NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset327. WATERS CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset410000. UNITED STATES TREAS BD DTD 11/15/2005 4.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss013919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11771
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3582
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss418
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses013919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11771
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3582
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses418
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice027219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22660
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31740
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice410000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-23210
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01095
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0467452
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0489567
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0467452
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027775
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj027775
IRS990PF/DistributableAmount/DistributableAmountBeforeDed027775
IRS990PF/DistributableAmount/MinimumInvestmentReturn028012
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0237
IRS990PF/DistributableAmount/TotalTax0237
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment072
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0237
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0237
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0237
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments072
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0585855
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0568768
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances026062
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0542706
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08532
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn028012
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0560236
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0568768
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282881161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct020970
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets020733
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.037007
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.109606
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.001415
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0560236
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10513437
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20590606
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0237
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions046954
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1056276
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20836
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.111022
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions046717
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions046954
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0237
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions046954
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478169
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH ST - 2ND FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0271013818
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount044674
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUND PROFESSORSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GALVESTON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN JOE HUFF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077550
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear044674
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear027775
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027775
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102380
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear021559
IRS990PF/UndistributedIncome/ExcessFromCurrentYear019179
IRS990PF/UndistributedIncome/ExcessFromYear102380

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,452
Liabilities
$0
Net assets
$467,452
Revenue
-
Expenses
$53,980
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.40$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.11$0.60$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.21$0.61$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.61$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15$0.62$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.26$0.64$0.37
2015Summary only. Only limited summary data is available for this year.$3.49$0.00$0.15$0.66$0.51
2014Summary only. Only limited summary data is available for this year.$4.00$0.00$0.30$0.66$0.37
2013Summary only. Only limited summary data is available for this year.$4.37$0.00$0.29$0.67$0.38
2012Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.90
2011Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.54
2010Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.54