Civic Intelligence

Robert & Molly Tarr Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-3173231

Dec 01, 2019 to Nov 30, 2020 • Filed on Mar 31, 2021

Organization Profile
1129 Granville RoadCharlotte, NC 28207

(781) 929-9117

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

0.6%

Faster asset growth than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,467,468

Up $20,987 (+0.6%) from 2019

Net Assets

$3,466,691

No earlier filing loaded for comparison.

Liabilities

Up

$777

Up $777 from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin70th percentile

Revenue

Up

$227,347

Up $61,377 (+37%) from 2019

Expenses

Down

$185,124

Down $91,241 (-33%) from 2019

Net Income

Up

$42,223

Up $152,618 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,245,728Liabilities 2011: $02011Assets 2012: $3,154,992Liabilities 2012: $02012Assets 2013: $3,258,975Liabilities 2013: $02013Assets 2014: $3,357,302Liabilities 2014: $02014Assets 2015: $3,490,240Liabilities 2015: $02015Assets 2019: $3,446,481Liabilities 2019: $02019Assets 2020: $3,467,468Liabilities 2020: $777Net Assets 2020: $3,466,6912020Assets 2021: $3,439,043Liabilities 2021: $0Net Assets 2021: $3,439,0432021Assets 2022: $3,345,824Liabilities 2022: $0Net Assets 2022: $3,345,8242022Assets 2023: $2,717,820Liabilities 2023: $0Net Assets 2023: $2,717,8202023Assets 2024: $191,259Liabilities 2024: $0Net Assets 2024: $191,2592024

Highlighted filing

2020

Assets$3,467,468
Liabilities$777
Net Assets$3,466,691
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $321,699Expenses 2011: $204,950Net Income 2011: $116,7492011Revenue 2012: $186,160Expenses 2012: $200,896Net Income 2012: -$14,7362012Revenue 2013: $341,488Expenses 2013: $237,505Net Income 2013: $103,9832013Revenue 2014: $318,610Expenses 2014: $193,034Net Income 2014: $125,5762014Revenue 2015: $316,714Expenses 2015: $175,188Net Income 2015: $141,5262015Revenue 2019: $165,970Expenses 2019: $276,365Net Income 2019: -$110,3952019Revenue 2020: $227,347Expenses 2020: $185,124Net Income 2020: $42,2232020Revenue 2021: $207,945Expenses 2021: $235,241Net Income 2021: -$27,2962021Revenue 2022: $131,285Expenses 2022: $188,765Net Income 2022: -$57,4802022Revenue 2023: $540,553Expenses 2023: $1,117,489Net Income 2023: -$576,9362023Revenue 2024: $558,144Expenses 2024: $3,423,777Net Income 2024: -$2,865,6332024

Highlighted filing

2020

Revenue$227,347
Expenses$185,124
Net Income$42,223
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Mar 31, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J TARR JRTrustee-$0--
MOLLY U TARRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Molly Tarr Charitable
EIN
04-3173231
Phone
7819299117
Address
1129 GRANVILLE ROAD, CHARLOTTE, NC 28207

Signing Officer

Name
Robert J Tarr Jr
Title
Trustee
Phone
7819299117
Signed
2021-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
3217516200
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0224297
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0129139
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0154400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0154400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095839
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095839
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042223
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01336602
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0278
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0278
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0129139
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0200736
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-959
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-959
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019409
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025044
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0161563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0185124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0224297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0227347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01025998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1181465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0124286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0124286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01150284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1178447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0129139
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042223
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt056770
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt034757
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03523461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03446481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03466691
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0193167
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0193167
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0193167
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0197182
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04015
IRS990PF/DistributableAmountGrp/TotalTaxAmt04015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07811
IRS990PF/FMVAssetsEOYAmt04467495
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0777
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03446481
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03466691
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037663
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0743610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0752404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03294549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0921533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01624625
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01587146
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01875287
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0151932
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0177516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0177516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03446481
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03467468
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04467495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03446481
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03467468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03446481
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03466691
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04003705
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0205599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03798106
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060056
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0197182
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03943649
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04003705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J TARR JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MOLLY U TARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01129 GRANVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11129 GRANVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0199691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0201698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0219331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0259823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0163935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0151913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0139889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050629

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,467,468
Liabilities
$777
Net assets
$3,466,691
Revenue
$227,347
Expenses
$185,124
Net income
$42,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.56$3.42$2.87
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.54$1.12$0.58
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.13$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.21$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.23$0.19$0.04
2019Summary only. Only limited summary data is available for this year.$3.45$0.00$0.17$0.28$0.11
2015Summary only. Only limited summary data is available for this year.$3.49$0.00$0.32$0.18$0.14
2014Summary only. Only limited summary data is available for this year.$3.36$0.00$0.32$0.19$0.13
2013Summary only. Only limited summary data is available for this year.$3.26$0.00$0.34$0.24$0.10
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$0.19$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.32$0.20$0.12