Civic Intelligence

Norfolk Charitable Trust

990PF • Fiscal year 2016 • EIN 04-2294937

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 17, 2017

Organization Profile
176 Federal Street 2nd FloorBoston, MA 02110

(617) 951-2555

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

60th percentile

3.9%

Faster asset growth than 60% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

37%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,284,921

Up $381,760 (+3.9%) from 2015

Net Assets

Up

$10,283,956

Up $380,795 (+3.8%) from 2015

Liabilities

Up

$965

Up $965 from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin82nd percentile

Revenue

Up

$334,925

Up $90,259 (+37%) from 2015

Expenses

Down

$251,810

Down $285,645 (-53%) from 2015

Net Income

Up

$83,115

Up $375,904 (+128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,213,223Liabilities 2010: $0Net Assets 2010: $10,213,2232010Assets 2011: $9,519,960Liabilities 2011: $2,559Net Assets 2011: $9,517,4012011Assets 2012: $10,400,682Liabilities 2012: $10,1362012Assets 2013: $11,234,209Liabilities 2013: $7,190Net Assets 2013: $11,227,0192013Assets 2014: $10,747,566Liabilities 2014: $5,895Net Assets 2014: $10,741,6712014Assets 2015: $9,903,161Liabilities 2015: $0Net Assets 2015: $9,903,1612015Assets 2016: $10,284,921Liabilities 2016: $965Net Assets 2016: $10,283,9562016Assets 2017: $11,551,968Liabilities 2017: $0Net Assets 2017: $11,551,9682017Assets 2018: $10,170,509Liabilities 2018: $0Net Assets 2018: $10,170,5092018Assets 2019: $10,787,214Liabilities 2019: $0Net Assets 2019: $10,787,2142019Assets 2020: $11,413,076Liabilities 2020: $2,651Net Assets 2020: $11,410,4252020Assets 2021: $12,679,101Liabilities 2021: $0Net Assets 2021: $12,679,1012021Assets 2022: $9,990,992Liabilities 2022: $0Net Assets 2022: $9,990,9922022Assets 2023: $11,184,743Liabilities 2023: $1,074Net Assets 2023: $11,183,6692023Assets 2024: $11,929,711Liabilities 2024: $2,890Net Assets 2024: $11,926,8212024

Highlighted filing

2016

Assets$10,284,921
Liabilities$965
Net Assets$10,283,956
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $217,0032010Expenses 2011: $165,8782011Revenue 2012: $39,363Expenses 2012: $184,183Net Income 2012: -$144,8202012Revenue 2013: $604,082Expenses 2013: $204,513Net Income 2013: $399,5692013Revenue 2014: $585,472Expenses 2014: $947,876Net Income 2014: -$362,4042014Revenue 2015: $244,666Expenses 2015: $537,455Net Income 2015: -$292,7892015Revenue 2016: $334,925Expenses 2016: $251,810Net Income 2016: $83,1152016Revenue 2017: $250,020Expenses 2017: $309,505Net Income 2017: -$59,4852017Revenue 2018: $398,574Expenses 2018: $814,731Net Income 2018: -$416,1572018Revenue 2019: $745,555Expenses 2019: $1,501,085Net Income 2019: -$755,5302019Revenue 2020: $379,095Expenses 2020: $540,469Net Income 2020: -$161,3742020Revenue 2021: $329,576Expenses 2021: $64,583Net Income 2021: $264,9932021Revenue 2022: $130,563Expenses 2022: $587,544Net Income 2022: -$456,9812022Revenue 2023: $219,214Expenses 2023: $483,055Net Income 2023: -$263,8412023Revenue 2024: $474,950Expenses 2024: $587,991Net Income 2024: -$113,0412024

Highlighted filing

2016

Revenue$334,925
Expenses$251,810
Net Income$83,115
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P KENDALLTrustee-$0--
PHOEBE S WINDERTrustee-$0--
ANDREW W KENDALLTrustee-$0--
KENNETH MEYERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norfolk Charitable Trust
EIN
04-2294937
Phone
6179512555
Address
176 FEDERAL STREET 2ND FLOOR, BOSTON, MA 02110

Signing Officer

Name
John P Kendall
Title
Trustee
Phone
6179512555
Signed
2017-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Darmody Merlino & Co Llp
Address
75 FEDERAL STREET, BOSTON, MA 02110
Preparer
Michael L Meyers
Phone
6174267300
Raw XML AppendixShowing 400 of 689 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDUCIARY TRUST - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1IR&M CORE BOND FUND - K-1 NET SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2IR&M CORE BOND FUND - K-1 NET LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032194
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt083115
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0297680
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010283956
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09903161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010283956
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0470764
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0470764
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0470764
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0475425
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04661
IRS990PF/DistributableAmountGrp/TotalTaxAmt04661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt06500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010674
IRS990PF/FMVAssetsEOYAmt010284921
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0307
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0307
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056015
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035761
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035761
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0186710
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0297875
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0121094
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0111165
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0111165
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0324401
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0321025
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0321025
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09383162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09796205
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09796205
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0965
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09903161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010284921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010284921
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09903161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010284921
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09903161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010283956
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09903161
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt010283956
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09653298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061102
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09592196
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0144799
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0475425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09508499
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09653298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P KENDALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHOEBE S WINDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW W KENDALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KENNETH MEYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0176 FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O K L GATES ONE LINCOLN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2176 FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3216 WAGNER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NORTHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd360093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0362331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0364661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0504892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0905899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0171621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0160463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0147747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.088496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.017456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.017692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.016457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09508499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010012061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010236666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09831661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09069632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08977938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0216886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.190529
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0216886
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0216886
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0216886
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,284,921
Liabilities
$965
Net assets
$10,283,956
Revenue
$334,925
Expenses
$251,810
Net income
$83,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.47$0.59$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.22$0.48$0.26
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.99$0.00$9.99$0.13$0.59$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$0.33$0.06$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.38$0.54$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.75$1.50$0.76
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.40$0.81$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.25$0.31$0.06
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.33$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.24$0.54$0.29
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.59$0.95$0.36
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$0.60$0.20$0.40
2012Summary only. Only limited summary data is available for this year.$10.4$0.01$0.04$0.18$0.14
2011Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.17
2010Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.22