Civic Intelligence

Louis Planseon Fdn Co-Ttee

990PF • Fiscal year 2016 • EIN 01-6182253

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(855) 739-2921

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$37,411

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-7.9%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,459,470

Down $67,508 (-1.5%) from 2015

Net Assets

Down

$4,459,470

Down $67,508 (-1.5%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin20th percentile

Revenue

Down

$358,675

Down $30,915 (-7.9%) from 2015

Expenses

Up

$426,278

Up $26,744 (+6.7%) from 2015

Net Income

Down

-$67,603

Down $57,659 (-580%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,169,048Liabilities 2011: $12011Assets 2012: $4,962,060Liabilities 2012: $0Net Assets 2012: $4,962,0602012Assets 2013: $4,764,044Liabilities 2013: $0Net Assets 2013: $4,764,0442013Assets 2014: $4,536,017Liabilities 2014: $1Net Assets 2014: $4,536,0172014Assets 2015: $4,526,978Liabilities 2015: $1Net Assets 2015: $4,526,9782015Assets 2016: $4,459,470Liabilities 2016: $0Net Assets 2016: $4,459,4702016Assets 2017: $4,448,610Liabilities 2017: $0Net Assets 2017: $4,448,6102017Assets 2018: $4,382,297Liabilities 2018: $0Net Assets 2018: $4,382,2972018Assets 2019: $4,224,680Liabilities 2019: $02019Assets 2020: $3,924,015Liabilities 2020: $1Net Assets 2020: $3,924,0152020Assets 2021: $4,067,285Liabilities 2021: $12021Assets 2022: $3,767,465Liabilities 2022: $0Net Assets 2022: $3,767,4652022Assets 2023: $3,744,976Liabilities 2023: $12023

Highlighted filing

2016

Assets$4,459,470
Liabilities$0
Net Assets$4,459,470
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $784,450Expenses 2011: $716,636Net Income 2011: $67,8142011Expenses 2012: $406,4052012Revenue 2013: $221,394Expenses 2013: $416,313Net Income 2013: -$194,9192013Revenue 2014: $315,085Expenses 2014: $542,565Net Income 2014: -$227,4802014Revenue 2015: $389,590Expenses 2015: $399,534Net Income 2015: -$9,9442015Revenue 2016: $358,675Expenses 2016: $426,278Net Income 2016: -$67,6032016Revenue 2017: $445,630Expenses 2017: $456,118Net Income 2017: -$10,4882017Revenue 2018: $371,465Expenses 2018: $436,886Net Income 2018: -$65,4212018Revenue 2019: $300,099Expenses 2019: $459,135Net Income 2019: -$159,0362019Revenue 2020: $161,038Expenses 2020: $460,710Net Income 2020: -$299,6722020Revenue 2021: $652,543Expenses 2021: $508,785Net Income 2021: $143,7582021Revenue 2022: $311,994Expenses 2022: $610,948Net Income 2022: -$298,9542022Revenue 2023: $659,401Expenses 2023: $680,565Net Income 2023: -$21,1642023

Highlighted filing

2016

Revenue$358,675
Expenses$426,278
Net Income-$67,603
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOCo-Trustee-$37,411-$37,411
HELEN POSTCo-TrusteePT$22,289-$22,289
Filing and Contact Details

Filer

Filer Name
Louis Plansoen Fdn Co-ttee
EIN
01-6182253
Phone
8557392921
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Co-trustee
Phone
8557392921
Signed
2017-04-19
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093278
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt081300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt227136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt327430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt559837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt759670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0110525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0110525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0191825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt562352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt759712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02500. CARDINAL HEALTH INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100000. FED NATL MTG ASSN 2.375% 4/11/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225000. HSBC FINANCE CORP 5.500% 1/19/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325000. HOME DEPOT INC 5.400% 3/01/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc474. ISHARES RUSSELL MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5376. ISHARES RUSSELL MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6135. ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7525. ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0122494
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67603
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0144
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0239
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04459614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04526978
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04459470
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0408328
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0408328
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0408328
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0414703
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06375
IRS990PF/DistributableAmountGrp/TotalTaxAmt06375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07184
IRS990PF/FMVAssetsEOYAmt08641829
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04526978
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04459470
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01301
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01208
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0903198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01340367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01311395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02157146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01941936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06121264
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0861418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0556232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0556232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04526978
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04459470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08641829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04526978
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04459470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04526978
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04459470
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0603915
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0619727
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0651730
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08420367
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0732041
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07688326
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0126306
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0414703
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08294061
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08420367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt037411
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt122289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN POST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115 CACHE CAY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282881114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0405314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0408502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0367062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0505784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0381779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0360091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0280818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08294061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08253745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08380831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07728827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07207540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06992654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0374869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244338
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0374869
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,459,470
Liabilities
$0
Net assets
$4,459,470
Revenue
$358,675
Expenses
$426,278
Net income
-$67,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$0.66$0.68$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.61$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$0.65$0.51$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.16$0.46$0.30
2019Summary only. Only limited summary data is available for this year.$4.22$0.00$0.30$0.46$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.37$0.44$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.45$0.46$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.36$0.43$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.39$0.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.32$0.54$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.22$0.42$0.19
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.41
2011Summary only. Only limited summary data is available for this year.$5.17$0.00$0.78$0.72$0.07