Civic Intelligence

Ella Lyman Cabot Trust Inc C/O Gma Foundations

990PF • Fiscal year 2019 • EIN 04-2111393

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

Organization Profile
2 Liberty Square Suite 500Boston, MA 02109

(617) 391-3089

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

15th percentile

-30%

Higher net margin than 15% 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

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,192,008

Down $40,550 (-1.3%) from 2018

Net Assets

Down

$3,192,008

Down $40,550 (-1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Down

$134,890

Down $55,071 (-29%) from 2018

Expenses

Up

$175,440

Up $21,951 (+14%) from 2018

Net Income

Down

-$40,550

Down $77,022 (-211%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,977,346Liabilities 2011: $0Net Assets 2011: $2,977,3462011Assets 2012: $2,979,833Liabilities 2012: $02012Assets 2013: $2,881,479Liabilities 2013: $0Net Assets 2013: $2,881,4792013Assets 2014: $2,986,672Liabilities 2014: $02014Assets 2015: $3,127,724Liabilities 2015: $0Net Assets 2015: $3,127,7242015Assets 2016: $2,993,181Liabilities 2016: $0Net Assets 2016: $2,993,1812016Assets 2017: $3,196,086Liabilities 2017: $0Net Assets 2017: $3,196,0862017Assets 2018: $3,232,558Liabilities 2018: $0Net Assets 2018: $3,232,5582018Assets 2019: $3,192,008Liabilities 2019: $0Net Assets 2019: $3,192,0082019Assets 2020: $3,151,700Liabilities 2020: $0Net Assets 2020: $3,151,7002020Assets 2021: $4,022,197Liabilities 2021: $0Net Assets 2021: $4,022,1972021Assets 2022: $3,878,493Liabilities 2022: $0Net Assets 2022: $3,878,4932022Assets 2023: $3,764,505Liabilities 2023: $0Net Assets 2023: $3,764,5052023Assets 2024: $3,655,980Liabilities 2024: $0Net Assets 2024: $3,655,9802024

Highlighted filing

2019

Assets$3,192,008
Liabilities$0
Net Assets$3,192,008
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $165,5032011Revenue 2012: $195,007Expenses 2012: $190,403Net Income 2012: $4,6042012Revenue 2013: $91,686Expenses 2013: $189,887Net Income 2013: -$98,2012013Revenue 2014: $289,529Expenses 2014: $188,739Net Income 2014: $100,7902014Revenue 2015: $294,180Expenses 2015: $172,410Net Income 2015: $121,7702015Revenue 2016: $124,800Expenses 2016: $260,587Net Income 2016: -$135,7872016Revenue 2017: $354,487Expenses 2017: $151,582Net Income 2017: $202,9052017Revenue 2018: $189,961Expenses 2018: $153,489Net Income 2018: $36,4722018Revenue 2019: $134,890Expenses 2019: $175,440Net Income 2019: -$40,5502019Revenue 2020: $141,979Expenses 2020: $182,287Net Income 2020: -$40,3082020Revenue 2021: $1,066,183Expenses 2021: $195,686Net Income 2021: $870,4972021Revenue 2022: $51,022Expenses 2022: $194,726Net Income 2022: -$143,7042022Revenue 2023: $53,474Expenses 2023: $167,462Net Income 2023: -$113,9882023Revenue 2024: $73,840Expenses 2024: $182,365Net Income 2024: -$108,5252024

Highlighted filing

2019

Revenue$134,890
Expenses$175,440
Net Income-$40,550
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW G BODNAR MDPresident & Trustee-$0--
JEFFREY SWOPE ESQTreasurer & Trustee-$0--
GENE A CORBINVice Chair & Trustee-$0--
DR CHARLES SHADLETrustee-$0--
PROF ELLEN T HARRISTrustee-$0--
DR ROBERT M RANDOLPHTrustee-$0--
HONORABLE MICHAEL BARRETTTrustee-$0--
PROF CONSTANCE W WILLIAMSTrustee-$0--
REV ALANNA SULLIVANTrustee-$0--
ABIM THOMAS ESQTrustee-$0--
LOUANNE HEMPTONTrustee-$0--
REV JOHN H FINLEY IVTrustee-$0--
HANNAH BLAISDELLClerk-$0--
Filing and Contact Details

Filer

Filer Name
Ella Lyman Cabot Trust Inc
EIN
04-2111393
Phone
6173913089
Address
2 LIBERTY SQUARE SUITE 500, BOSTON, MA 02109

Signing Officer

Name
Jeffrey Swope Esq
Title
Treasurer
Phone
6172390181
Signed
2020-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm364294 SHS ISHARES EDGE MSCI MINI VOL USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3772 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3831 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39105 SHS MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4023 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41102 SHS MICROSOFT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4267 SHS MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43143 SHS MORGAN STANLEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm447698.249 SHS NATIXIS LOOMIS SAYLES GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4550 SHS NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4620 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4714 SHS PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4840 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4943 SHS PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5025 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5139 SHS SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5217 SHS SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5376 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5453.915 SHS TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5522 SHS UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5655 SHS VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5764 SHS VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5867 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593930.778 SHS BAIRD MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6049 SHS CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61228 SHS ENVISTA HLDGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62231 SHS HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm633155 SHS ISHARES RUSSELL MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm643734.935 SHS MFS MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6553 SHS SPDR S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6651 SHS TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6724 SHS VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681114.414 SHS CONESTOGA SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69873 SHS ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701092.349 SHS UNDISCOVERED MANAGERS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711139.168 SHS ARTISAN INTL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7292 SHS BP P L C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7360 SHS EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741788.427 SHS HARDING LEOVENER FDS INC INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751301 SHS ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7628 SHS LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7725 SHS NOVARTIS A G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7866 SHS ROCHE HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm794289.778 SHS HARTFORD MUT FDS II INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801324 SHS ISHARES CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8184 SHS TENCENT HLDGS LTD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt095099
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134890
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04336
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04336
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039791
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0133695
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0133695
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095099
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40550
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01362003
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039791
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0117944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt018486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016946
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035432
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0158007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041745
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01322212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01346652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039791
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40550
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03192008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03232558
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03192008
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0165921
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0165921
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0165921
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0168280
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02359
IRS990PF/DistributableAmountGrp/TotalTaxAmt02359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03480
IRS990PF/FMVAssetsEOYAmt03519807
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0145803
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0251008
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0251008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01411515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01364804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01395587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01647688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01576196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01873212
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03232558
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03192008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03232558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03192008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03519807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03232558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03192008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03232558
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03192008
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03416843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0193919
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03222924
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0168280
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03365590
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03416843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00

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Filings

Displayed year

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

Open filing
Assets
$3,192,008
Liabilities
$0
Net assets
$3,192,008
Revenue
$134,890
Expenses
$175,440
Net income
-$40,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.07$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.05$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.05$0.19$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.07$0.20$0.87
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.14$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.13$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.19$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.35$0.15$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.12$0.26$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.29$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$2.99$0.00$0.29$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.19$0.10
2012Summary only. Only limited summary data is available for this year.$2.98$0.00$0.20$0.19$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.17