Hb Family Foundation

990PF • Fiscal year 2020 • EIN 84-3533703

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

Organization Profile

200 Concord Plaza Ste 240San Antonio, TX 78216

(210) 987-3655

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$22,419,702

Flat from 2020

Net Assets

Flat

$22,400,676

Flat from 2020

Liabilities

Flat

$19,026

Flat from 2020

Revenue And Expenses

Revenue

Flat

$250,848

Flat from 2020

Expenses

Flat

$359,026

Flat from 2020

Net Income

Flat

-$108,178

Flat from 2020

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2020

Assets$22,419,702

Liabilities$19,026

Net Assets$22,400,676

Open 2020 Filing

Operations Trend

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

Highlighted filing

2020

Revenue$250,848

Expenses$359,026

Net Income-$108,178

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Jun 15, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
HEATHER B DOBSON	President	PT	$0	-	-
DREW MARTIN	Secretary	PT	$0	-	-
TOM DOBSON	Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: HB Family Foundation
EIN: 84-3533703
In Care Of: % MISSION DE VIDA SERVICES LLC
Phone: 2109873655
Address: 200 Concord Plaza Ste 240, San Antonio, TX 78216

Signing Officer

Name: Tom Dobson
Title: President
Phone: 2109873655
Signed: 2021-06-15
Discuss with paid preparer: Yes

Preparer

Firm: Bkd Llp
Address: 8200 W Interstate 10 Suite 900, San Antonio, TX 78230-3806
Preparer: Kevin R Ensminger CPA
Phone: 2103419400

Raw XML Appendix384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	8260
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	6195
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	2065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	DODGE & COX INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	DOUBLELINE TTL RTRN BND-I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	FIDELITY CONS INCOME BONDS-IS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	PIMCO TOTAL RETURN FD-INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	PIMCO INV GRD CRD BND-INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	5	SCHWAB U.S. TIPS ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	6	VANGUARD TOT BD MKT IDX-ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	980476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	370515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	391137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	3	549843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	4	513957
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	5	480375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	6	1909388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	980476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	370515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	2	391137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	3	549843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	4	513957
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	5	480375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	6	1909388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	723338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	2461535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	408157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	768349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	223690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	839849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	586588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	1012966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	1527651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	354325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	451639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	172365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	12	555761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	13	262687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	14	791320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	15	181714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	16	321402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	17	187691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	723338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	2461535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	408157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	768349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	223690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	839849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	586588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	1012966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	1527651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	354325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	451639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	172365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	555761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	13	262687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	14	791320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	15	181714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	16	321402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	17	187691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	EDGEWOOD GROWTH FUND-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	FIDELITY 500 INDEX FD-AI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	HEALTH CARE SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	INVESCO QQQ TRUST SERIES 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	ISHARES RUSSELL 1000 VALUE E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	PARNASSUS CORE EQUITY-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	VANGUARD FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	FIDELITY INTL INDX-INST PRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	OAKMARK INTERNATIONAL-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	ISHARES MSCI JAPAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	T ROWE PRICE JAPAN FUND-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	ISHARES MSCI ALL COUNTRY ASCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	13	T ROWE PRICE NEW ASIA-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	14	ISHARES CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	15	ISHARES MSCI INDIA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	16	MATTHEWS CHINA FUND-INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	17	ISHARES GLOBAL INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	656436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	2373746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	191608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	176796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	BLACKSTONE ALT MULTI-STRAT-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	TORTOISE MLP & PIPELINE-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	PIMCO COMMODITYPL STRAT-INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	PEG GLOBAL PRIVATE EQUITY IX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	656436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	2373746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	191608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	176796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	364993
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-114145
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	250848
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	250848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	6195
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	2065
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	8260
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	211500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	211500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	364993
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	364993
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-108178
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2395937
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	1670
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1670
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-114145
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	265368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	2926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	3902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	36978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	89117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	126095
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	7467
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	7599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	259269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	99625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	359026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	364993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	250848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	47769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	99625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	147526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	2527418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-214524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	100379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-231860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	2295558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SHORT-TERM SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-114145
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-108178
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	2502232
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	22400676
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	20006622
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	22400676
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	988961
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	988961
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	988961
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	992650
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	3689
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	3689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	3689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	22419702
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	19026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	1286905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	5195691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	5195691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2341357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	11831027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	11831027
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	78000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	3398586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	3398586
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	20006622
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	22400676
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	16300360
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1994398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1994398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	20006622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	22419702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	22419702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	19026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	20006622
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	22419702
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	20006622
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	22400676
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	20155333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	4622024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	15533309
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	302330
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	992650
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	19853003
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	20155333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt	0	JPMORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt	0	57117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt	0	INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt	0	270 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm	0	NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd	0	100172014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	HEATHER B DOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DREW MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	TOM DOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	200 CONCORD PLAZA SUITE 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	200 CONCORD PLAZA SUITE 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	200 CONCORD PLAZA SUITE 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	78216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	78216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	78216
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	259269
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	259269
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	259269
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	200 CONCORD PLAZA SUITE 240
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	78216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MISSION DE VIDA SERVICES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2109873655
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	HEATHER B DOBSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	211500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	See attached PDF.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	VARIOUS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	200 Concord Plaza Ste 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78216
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	211500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	221614
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	37655
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	988961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	259269
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	767347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	37655
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1670
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1670
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2926
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	976
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3902
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2502232
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN/LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	42406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	26572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	57117
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	GRANT ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	FUND MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	10406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	26572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	32000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	57117
TaxesSchedule/TaxesDetail/Amt	0	132
TaxesSchedule/TaxesDetail/Amt	1	7467
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	7467
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TOM DOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2109873655
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-06-15
ReturnHeader/DisasterReliefTxt	0	DR-4586-TX
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HB Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	HBFA
ReturnHeader/Filer/EIN	0	843533703
ReturnHeader/Filer/InCareOfNm	0	% MISSION DE VIDA SERVICES LLC
ReturnHeader/Filer/PhoneNum	0	2109873655
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	200 Concord Plaza Ste 240
ReturnHeader/Filer/USAddress/CityNm	0	San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	8200 W Interstate 10 Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	782303806
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2103419400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN R ENSMINGER CPA
ReturnHeader/ReturnTs	0	2021-06-09T08:51:46-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DOBSON
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $22,419,702
Liabilities: $19,026
Net assets: $22,400,676
Revenue: $250,848
Expenses: $359,026
Net income: -$108,178

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$22.6	$0.03	$22.5	$0.73	$1.13	$0.40
2023Detailed filing. Detailed filing data is available for this year.	$21.4	$0.03	$21.4	$0.58	$1.14	$0.56
2022Detailed filing. Detailed filing data is available for this year.	$20.1	$0.01	$20.1	$0.55	$1.24	$0.69
2021Detailed filing. Detailed filing data is available for this year.	$24.0	$0.01	$24.0	$1.21	$0.84	$0.37
2020Detailed filing. Detailed filing data is available for this year.	$22.4	$0.02	$22.4	$0.25	$0.36	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$22.4	$0.02	$22.4	$0.25	$0.36	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$20.0	$0.00	$20.0	$20.0	$0.00	$20.0