Civic Intelligence

Franklin Square Foundation

990PF • Fiscal year 2019 • EIN 01-0746539

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

Organization Profile
2245 Central Park AvenueEvanston, IL 60201

(215) 587-0119

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

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

67th percentile

8.3%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,911,925

Up $146,728 (+8.3%) from 2018

Net Assets

Up

$1,911,925

Up $146,728 (+8.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$406,799

Up $163,452 (+67%) from 2018

Expenses

Up

$258,109

Up $7,045 (+2.8%) from 2018

Net Income

Up

$148,690

Up $156,407 (+2027%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,607,422Liabilities 2010: $0Net Assets 2010: $1,607,4222010Assets 2011: $1,544,174Liabilities 2011: $0Net Assets 2011: $1,544,1742011Assets 2012: $1,529,674Liabilities 2012: $0Net Assets 2012: $1,529,6742012Assets 2013: $1,542,817Liabilities 2013: $0Net Assets 2013: $1,542,8172013Assets 2014: $1,596,761Liabilities 2014: $0Net Assets 2014: $1,596,7612014Assets 2015: $1,615,198Liabilities 2015: $0Net Assets 2015: $1,615,1982015Assets 2016: $1,616,884Liabilities 2016: $0Net Assets 2016: $1,616,8842016Assets 2017: $1,774,358Liabilities 2017: $0Net Assets 2017: $1,774,3582017Assets 2018: $1,765,197Liabilities 2018: $0Net Assets 2018: $1,765,1972018Assets 2019: $1,911,925Liabilities 2019: $0Net Assets 2019: $1,911,9252019Assets 2020: $1,979,725Liabilities 2020: $0Net Assets 2020: $1,979,7252020Assets 2021: $2,069,093Liabilities 2021: $0Net Assets 2021: $2,069,0932021Assets 2022: $2,036,228Liabilities 2022: $0Net Assets 2022: $2,036,2282022Assets 2023: $1,938,029Liabilities 2023: $0Net Assets 2023: $1,938,0292023Assets 2024: $2,171,451Liabilities 2024: $0Net Assets 2024: $2,171,4512024

Highlighted filing

2019

Assets$1,911,925
Liabilities$0
Net Assets$1,911,925
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $155,7012010Expenses 2011: $200,4252011Expenses 2012: $158,2822012Revenue 2013: $163,279Expenses 2013: $149,396Net Income 2013: $13,8832013Revenue 2014: $204,242Expenses 2014: $149,251Net Income 2014: $54,9912014Revenue 2015: $201,347Expenses 2015: $180,177Net Income 2015: $21,1702015Revenue 2016: $164,397Expenses 2016: $159,730Net Income 2016: $4,6672016Revenue 2017: $323,135Expenses 2017: $165,661Net Income 2017: $157,4742017Revenue 2018: $243,347Expenses 2018: $251,064Net Income 2018: -$7,7172018Revenue 2019: $406,799Expenses 2019: $258,109Net Income 2019: $148,6902019Revenue 2020: $341,112Expenses 2020: $273,312Net Income 2020: $67,8002020Revenue 2021: $348,470Expenses 2021: $259,102Net Income 2021: $89,3682021Revenue 2022: $186,838Expenses 2022: $219,703Net Income 2022: -$32,8652022Revenue 2023: $123,954Expenses 2023: $222,153Net Income 2023: -$98,1992023Revenue 2024: $475,296Expenses 2024: $241,874Net Income 2024: $233,4222024

Highlighted filing

2019

Revenue$406,799
Expenses$258,109
Net Income$148,690
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE QUERNDirector-$0--
SUSANNAH QUERN PRATTDirector-$0--
MARGARET QUERN ATKINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square Foundation
EIN
01-0746539
Address
2245 CENTRAL PARK AVENUE, EVANSTON, IL 60201

Signing Officer

Name
Jacqueline Quern
Title
Director
Signed
2020-06-26

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
Raw XML AppendixShowing 400 of 760 raw XML fields

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

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MICROSOFT CORP - 400 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NIKE - 150 SHS (JQ SPIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NIKE - 150 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE - 300 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NIKE - 325 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NOVARTIS AG - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ORACLE - 500 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ORACLE - 250 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PAYPAL - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PAYPAL - 50 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PAYPAL - 250 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PAYPAL - 115 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER & GAMBLE - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PROCTOR & GAMBLE - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITED PARCEL SERVICE - 160 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNITED PARCEL SERVICES - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WALMART STORES INC - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WALMART STORES INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WALT DISNEY CO - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WALT DISNEY CO - 250 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WATERS CORP - 65 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt055704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt480580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5144084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt66380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt711628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt835119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9133800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1068206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1133734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1212743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1321397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14301440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1563273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1662938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1725565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1893758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX FUNDS - 1865 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIRST EAGLE GLOBAL - 952 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIRST EAGLE GLOBAL FD - 671 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIRST EAGLE GLOBAL FD - 350 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HARBOR INTL FUND - 1302 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HARBOR INTL FUND - 13523 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JANUS MID CAP VALUE - 269 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7JANUS MID CAP VALUE - 573 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JANUS MID CAP VALUE - 1456 SHS (JQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ROYCE TOTAL RETURN FUND - 11462 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ROYCE TOTAL RETURN FD - 4179 SHS(JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11T ROWE PRICE REAL ESTATE - 1293 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD DIV GROWTH - 557 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD DIV GROWTH - 1571 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD S/T INVESTMT ADM - 2810 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD S/T INVSTMT - 5908 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD TOTAL STOCK - 2415 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD TOTAL STOCK - 450 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TOTAL STOCK - 2766 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt238942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt452184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5141232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt823500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9125291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1045676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1133256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1216999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1348010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14301539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1563387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16192431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1735861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18220423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt047591
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0342236
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02795
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0392622
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0392622
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0238500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0238500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt014177
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047591
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047591
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0148690
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0508110
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02795
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02795
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07654
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07654
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0342236
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010925
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010925
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0238500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0258109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0406799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023950
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0148690
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01962
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01913887
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01765197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01911925
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0130163
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0130163
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0130163
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130710
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/DistributableAmountGrp/TotalTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01605
IRS990PF/FMVAssetsEOYAmt02729026
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022437
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0359183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0314626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0863343
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01043813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01240683
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01509104
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01911925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0362169
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0334179
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0334179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01911925
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02729026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01911925
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01911925
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02654018
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0335221
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0953886
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039810
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01364911
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0130710
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02614208
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02654018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,911,925
Liabilities
$0
Net assets
$1,911,925
Revenue
$406,799
Expenses
$258,109
Net income
$148,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.48$0.24$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.22$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.35$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.34$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.41$0.26$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.24$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.32$0.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.20$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.20$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.15$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.16