Civic Intelligence

Franklin Square House Foundation Inc

990PF • Fiscal year 2016 • EIN 04-2103780

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 05, 2017

Organization Profile
PO Box 78037Belmont, MA 02478

(617) 312-3400

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

22nd percentile

-5.6%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$150,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$20,466,901

Down $67,465 (-0.3%) from 2015

Net Assets

Down

$20,452,659

Down $66,307 (-0.3%) from 2015

Liabilities

Down

$14,242

Down $1,158 (-7.5%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin22nd percentile

Revenue

Down

$1,184,043

Down $717,953 (-38%) from 2015

Expenses

Down

$1,250,350

Down $80,851 (-6.1%) from 2015

Net Income

Down

-$66,307

Down $637,102 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30M$20M$10M$0Assets 2010: $22,350,173Liabilities 2010: $30,605Net Assets 2010: $22,319,5682010Assets 2011: $19,938,844Liabilities 2011: $29,643Net Assets 2011: $19,909,2012011Assets 2012: $19,235,280Liabilities 2012: $15,275Net Assets 2012: $19,220,0052012Assets 2013: $19,668,872Liabilities 2013: $18,182Net Assets 2013: $19,650,6902013Assets 2014: $20,038,235Liabilities 2014: $12,000Net Assets 2014: $20,026,2352014Assets 2015: $20,534,366Liabilities 2015: $15,400Net Assets 2015: $20,518,9662015Assets 2016: $20,466,901Liabilities 2016: $14,242Net Assets 2016: $20,452,6592016Assets 2017: $21,901,963Liabilities 2017: $49,557Net Assets 2017: $21,852,4062017Assets 2018: $21,916,159Liabilities 2018: $52,123Net Assets 2018: $21,864,0362018Assets 2019: $21,714,188Liabilities 2019: $135,461Net Assets 2019: $21,578,7272019Assets 2020: $22,045,897Liabilities 2020: $148,208Net Assets 2020: $21,897,6892020Assets 2021: $22,327,656Liabilities 2021: $120,484Net Assets 2021: $22,207,1722021Assets 2022: $23,216,731Liabilities 2022: $31,012Net Assets 2022: $23,185,7192022Assets 2023: $24,422,145Liabilities 2023: $26,064Net Assets 2023: $24,396,0812023Assets 2024: $23,751,306Liabilities 2024: $43,801Net Assets 2024: $23,707,5052024

Highlighted filing

2016

Assets$20,466,901
Liabilities$14,242
Net Assets$20,452,659
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,308,3852010Expenses 2011: $1,463,1472011Expenses 2012: $1,876,5412012Revenue 2013: $1,475,171Expenses 2013: $1,110,606Net Income 2013: $364,5652013Revenue 2014: $1,508,563Expenses 2014: $1,295,918Net Income 2014: $212,6452014Revenue 2015: $1,901,996Expenses 2015: $1,331,201Net Income 2015: $570,7952015Revenue 2016: $1,184,043Expenses 2016: $1,250,350Net Income 2016: -$66,3072016Revenue 2017: $2,891,597Expenses 2017: $1,404,495Net Income 2017: $1,487,1022017Revenue 2018: $1,339,255Expenses 2018: $1,328,346Net Income 2018: $10,9092018Revenue 2019: $1,559,378Expenses 2019: $1,777,279Net Income 2019: -$217,9012019Revenue 2020: $1,872,921Expenses 2020: $1,532,707Net Income 2020: $340,2142020Revenue 2021: $1,751,397Expenses 2021: $1,388,321Net Income 2021: $363,0762021Revenue 2022: $2,658,065Expenses 2022: $1,724,477Net Income 2022: $933,5882022Revenue 2023: $2,774,200Expenses 2023: $1,625,077Net Income 2023: $1,149,1232023Revenue 2024: $908,123Expenses 2024: $1,591,378Net Income 2024: -$683,2552024

Highlighted filing

2016

Revenue$1,184,043
Expenses$1,250,350
Net Income-$66,307
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GOLDSTEINExecutive DirectorFT$150,000-$150,000
ELLEN CHRISTIEBoard Member-$0--
VANESSA CALDERON-ROSADOPresident-$0--
VINCENT MCCARTHYBoard Member-$0--
BARRY MILLSBoard Member-$0--
JANET FRAZIERTreasurer (As Of 12/7/16)-$0--
HEMMIE CHANGBoard Member-$0--
SUZANNE KENNEYBoard Member-$0--
MARILYN CRONEBoard Member-$0--
ANITA HUGGINSBoard Member-$0--
RUTH ELLEN FITCHVice President-$0--
AUDREY K WANGClerk-$0--
DAVID PARKERBoard Member-$0--
CHERYL FORTETreasurer (Until 11/1/16)-$0--
CHIP FLOWERSBoard Member-$0--
DEBORAH CHAUSSEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square House Foundation Inc
EIN
04-2103780
Phone
6173123400
Address
PO BOX 78037, BELMONT, MA 02478

Signing Officer

Name
Vanessa Calderon-rosado
Title
President
Phone
6173123400
Signed
2017-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Maureen L Sullivan CPA
Phone
5088717178
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2111000 SHS FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm229600 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm233300 SHS GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm245500 SHS INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251484 SHS LIBERTY BROADBAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264000 SHS LIBERTY MEDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271200 SHS M & T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281200 SHS MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292400 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302700 SHS NATIONAL FUEL GAS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3111000 SHS NEW YORK CMNTY BANCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm329000 SHS NISOURCE INC HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331000 SHS NORFOLK SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342400 SHS NORTHWEST NATURAL GA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352000 SHS OCCIDENTAL PETROL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361600 SHS OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371320 SHS ORBITAL ATK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383250 SHS PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm394000 SHS PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm405000 SHS PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm416000 SHS PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm428000 SHS REGAL ENTERTAINMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm433500 SHS ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm443000 SHS RPM INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452500 SHS ST JUDE MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm465000 SHS SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473600 SHS TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484500 SHS UNILEVER N V F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491400 SHS UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503500 SHS VERIZON COMMUNICATN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515200 SHS VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521280 SHS WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm535300 SHS WESTERN UNION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541400 SHS ZIMMER BIOMET HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553400 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561500 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571400 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581050 SHS AIR PROD & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591100 SHS AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601500 SHS AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611600 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621500 SHS AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632500 SHS BROADRIDGE FINL SOLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64950 SHS CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651350 SHS CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664500 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm673100 SHS COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681400 SHS DOMINION RES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691600 SHS FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm704400 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711200 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721500 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm735900 SHS INTERPUBLIC GRP COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74800 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752600 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761200 SHS KRAFT HEINZ COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772700 SHS MARSH & MC LENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782050 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792600 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm802900 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811000 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821200 SHS OCCIDENTAL PETROL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm833700 SHS PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841500 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm851200 SHS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm863300 SHS REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871600 SHS ROYAL CARIBBEAN CRUISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm881450 SHS ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm895000 SHS SABRE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm903020 SHS UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911100 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm922100 SHS VERIZON COMMUNICATN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm932000 SHS WALGREENS BOOTS ALLI
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15647023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3124283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4198596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE BOND EXCHANGE TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CASH EQUIVALENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24200 SHS SUN COMMUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32000 SHS WELLTOWER INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42467 SHS VANGUARD SHORT TERM COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15647023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2321762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3133865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4195806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0529902
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0635055
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0336
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURN OF GRANT FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt018750
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018750
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01184043
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017145
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017145
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0635055
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0876827
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0876827
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0529902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0529902
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-66307
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012010238
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0941
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0941
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0635055
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01042005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05423
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0123288
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128711
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt09842
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt09842
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01083984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0123288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01250350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01165293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01184043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0207157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0123288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0373523
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07689
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011375183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0630875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0630875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012006058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0635055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66307
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020452659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020518966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020452659
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01150508

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Filings

Displayed year

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

Open filing
Assets
$20,466,901
Liabilities
$14,242
Net assets
$20,452,659
Revenue
$1,184,043
Expenses
$1,250,350
Net income
-$66,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.04$23.7$0.91$1.59$0.68
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.03$24.4$2.77$1.63$1.15
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$2.66$1.72$0.93
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.12$22.2$1.75$1.39$0.36
2020Detailed filing. Detailed filing data is available for this year.$22.0$0.15$21.9$1.87$1.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.14$21.6$1.56$1.78$0.22
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$1.34$1.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$2.89$1.40$1.49
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.18$1.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$1.90$1.33$0.57
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.01$20.0$1.51$1.30$0.21
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$1.48$1.11$0.36
2012Detailed filing. Detailed filing data is available for this year.$19.2$0.02$19.2$1.88
2011Detailed filing. Detailed filing data is available for this year.$19.9$0.03$19.9$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.03$22.3$1.31