Civic Intelligence

John G Kenedy Jr Charitable Tr -Surface Estate Tr

990 • Fiscal year 2020 • EIN 82-6501674

May 01, 2019 to Apr 30, 2020 • Filed on Jul 28, 2020

Organization ProfileN/A
P O Box 2950San Antonio, TX 78299

(210) 220-4436

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

6th percentile

-58%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$144,328

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

10th percentile

-5.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$46,092,794

Down $2,543,672 (-5.2%) from 2019

Net Assets

Down

$46,092,794

Down $2,543,672 (-5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin6th percentile

Revenue

Down

$4,396,154

Down $5,523,917 (-56%) from 2019

Expenses

Up

$6,939,764

Up $940,290 (+16%) from 2019

Net Income

Down

-$2,543,610

Down $6,464,207 (-165%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2019: $48,636,466Liabilities 2019: $0Net Assets 2019: $48,636,4662019Assets 2020: $46,092,794Liabilities 2020: $0Net Assets 2020: $46,092,7942020Assets 2021: $43,721,869Liabilities 2021: $0Net Assets 2021: $43,721,8692021Assets 2022: $47,111,872Liabilities 2022: $0Net Assets 2022: $47,111,8722022Assets 2023: $44,931,463Liabilities 2023: $0Net Assets 2023: $44,931,4632023Assets 2024: $48,676,296Liabilities 2024: $0Net Assets 2024: $48,676,2962024Assets 2025: $45,676,437Liabilities 2025: $0Net Assets 2025: $45,676,4372025

Highlighted filing

2020

Assets$46,092,794
Liabilities$0
Net Assets$46,092,794
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $9,920,071Expenses 2019: $5,999,474Net Income 2019: $3,920,5972019Revenue 2020: $4,396,154Expenses 2020: $6,939,764Net Income 2020: -$2,543,6102020Revenue 2021: $4,381,635Expenses 2021: $6,749,550Net Income 2021: -$2,367,9152021Revenue 2022: $10,559,440Expenses 2022: $7,173,883Net Income 2022: $3,385,5572022Revenue 2023: $5,868,411Expenses 2023: $8,043,913Net Income 2023: -$2,175,5022023Revenue 2024: $11,042,564Expenses 2024: $7,297,731Net Income 2024: $3,744,8332024Revenue 2025: $6,375,634Expenses 2025: $9,375,493Net Income 2025: -$2,999,8592025

Highlighted filing

2020

Revenue$4,396,154
Expenses$6,939,764
Net Income-$2,543,610
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jul 28, 2020
Return Version
2019v5.1
Gross Receipts
$13,155,788
Mission and Program Overview

Mission

Under item 16, section 2 of the will of elena s. Kenedy, the revenue generated from surface interest of the trust was designated to benefit the missionary society of oblate fathers of texas. The purposes include religious, charitable, scientific, literary or educational within section 501(c)(3).

This trust was created to support the six mentioned in the will of elena s. Kenedy. See attachment 1 for further detail.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$48,636,466$46,092,794▼ $2,543,672
Investments in Publicly Traded Securities$26,328,887$23,788,011▼ $2,540,876
Land, Buildings, and Equipment, Net$22,277,788$22,277,788→ $0
Savings and Temporary Cash Investments$29,791$26,995▼ $2,796
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$48,636,466$46,092,794▼ $2,543,672
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,636,466$46,092,794▼ $2,543,672
Total Liabilities and Net Assets / Fund Balance$48,636,466$46,092,794▼ $2,543,672

Asset Categories

AssetBook ValueDepreciationBasis
Land$22,277,788-$22,277,788

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$48,636,404-▲ $4,396,155$752,093$46,092,794
2018$44,713,762-▲ $5,858,492$745,301$44,570,991
2017$42,961,906-▲ $4,894,396$680,463$44,606,064
2016$38,967,376-▲ $6,170,071$547,931$42,961,907
2015$37,831,857-▲ $3,075,222$565,223$38,972,490
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frost Bank Co-trusteeSharon Shirley, AdministratorFT$144,328-$144,328
Pablo E SuessCo-trusteeFT$43,425$43,425$86,850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$424,887
Other Revenue
$3,971,267
Change in Net Assets
$-2,543,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,187,672
Other Expenses$549,385
Salaries, Compensation, and Employee Benefits$202,707
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,187,672--$6,187,672
All Other Expenses-$413,541-$413,541
Current Officers, Directors, Trustees, and Key Employees$130,016$72,691-$202,707
Other Expenses$114,800$11,940-$11,940
Fees for Services Accounting$3,908$3,908-$7,816
Fees for Services Legal-$1,250-$1,250
Total Functional Expenses$6,436,396$503,368$0$6,939,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Missionary Society of Oblate Fathers of TXSan Antonio, TX501(c)(3)Charitable$6,187,672
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Yes, the administrator for the trust reviews and signs form 990 as required by internal bank policies.”

Form 990, Part VI, Section B, Line 12C

“Frost bank has a written conflict of interest policy. Bank policy requires all officers and directors to annually disclose interests that could give rise to conflicts of interest. The bank internal policies are regularly and consistently monitored for compliance and enforcement by internal and external auditors. Frost bank has a written whistleblower policy and a written document retention and destruction policy. Compensation for the trustee is either set by the governing document or reflects charges that are normal and customary as established by the bank for similar accounts.”

Form 990, Part VI, Section C, Line 19

“Copies of form 1023, trust governing documents, tax returns, and financial reports are available to the public upon written request. A copy of the conflict of interest policy is also available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
John G Kenedy Jr Ranch Surface
EIN
82-6501674
In Care Of
% FROST FINANCIAL MGMT GROUP
Phone
2102204436
Address
P O BOX 2950, SAN ANTONIO, TX 78299

Signing Officer

Name
Sharon Shirley
Title
Administrator
Phone
2102204436
Signed
2020-07-28

Organization Details

Principal Officer
Sharon Shirley
Formed
1986
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
0
Employees
1

Preparer

Firm
Ernst & Young US Llp
Address
111 W Houston St Ste 1901, SAN ANTONIO, TX 78205
Preparer
Stewart Goodson
Phone
2102289696
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24(E)

“Misc. Oil & gas expenses 11,940 ranch/wind royalty expenses 413,541 -------- total 425,481”

FORM 990, PART XI, LINE 9

“Due to transfers between accounts.”

Financial Statement Notes

Part V, Line 4

“Under item 16, section 2 of the will of elena s. Kenedy, the trust was created to benefit the missionary society of oblate fathers of texas. The purposes include religious, charitable, scientific, literary or educational within section 501(c)(3).”

Raw XML AppendixShowing 400 of 567 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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IRS990/PrincipalOfficerNm0SHARON SHIRLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05255962
IRS990/PYInvestmentIncomeAmt06692995
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0533687
IRS990/PYOtherRevenueAmt03227076
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03920597
IRS990/PYSalariesCompEmpBnftPaidAmt0209825
IRS990/PYTotalExpensesAmt05999474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09920071
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2543610
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt01087080
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02720789
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02720789
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029791
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026995
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt04736036
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt04061578
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt04736036
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt04061578
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0502314
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0536888
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt04233722
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt03524690
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt03524690
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt06397030
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt06397030
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt02995987
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt06397030
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt06359447
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt06397030
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt037583
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt06436396
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt076949
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt037583
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt076949
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt076949
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt037583
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0248724
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt06436396
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt06397030
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.6154
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt06187672
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt06436396
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02. THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY PARTICIPATING IN REGULAR COMMUNICATIONS. THERE IS A STRONG WORKING RELATIONSHIP BETWEEN THE TRUSTEE AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS. THE TRUSTEE IS RESPONSIVE TO THE NEEDS OF ALL THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13. THE SUPPORTED ORGANIZATIONS PARTICIPATE IN REGULAR COMMUNICATIONS WITH THE TRUSTEE OF THE ORGANZATION REGARDING THE SUPPORTED ORGANIZATION'S PROJECTED NEEDS. THE SUPPORTED ORGANIZATIONS ALSO PROVIDE SUGGESTIONS TO THE TRUSTEE REGARDING THE ORGANIZATION'S USE OF ASSETS, INCLUDING TIMING OF GRANTS AND MANNER OF MAKING GRANTS. IN ADDITION, THE TRUSTEE REGULARLY COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGARDING INVESTMENTS, DISTRIBUTION PLANS, AND OTHER SIMILAR MATTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0185555612
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01540125
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01409468
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt025988049
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt027146144
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt02767923
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt02783334
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0157000000
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0181760251
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0182772278
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt06361609
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt06397030
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0184528174
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0185555612
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt06361609
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt06397030
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741256497
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06187672
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MISSIONARY SOCIETY OF OBLATE FATHERS OF TX
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06187672
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt048636404
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt046092794
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06187672
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04396155
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0752093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt044713762
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt044570991
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05255962

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,092,794
Liabilities
$0
Net assets
$46,092,794
Revenue
$4,396,154
Expenses
$6,939,764
Net income
-$2,543,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.7$0.00$45.7$6.38$9.38$3.00
2024Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$11.0$7.30$3.74
2023Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$5.87$8.04$2.18
2022Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$10.6$7.17$3.39
2021Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$4.38$6.75$2.37
2020Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$4.40$6.94$2.54
2019Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$9.92$6.00$3.92