Civic Intelligence

The Dutkowsky Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-3541368

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

Organization Profile
4201 Bayshore Blvd Unit 1504Tampa, FL 33611

(813) 500-5234

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

-29%

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

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,443,966

Up $155,638 (+12%) from 2018

Net Assets

Up

$1,443,966

Up $155,638 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Up

$76,787

Up $13,992 (+22%) from 2018

Expenses

Down

$99,077

Down $17,347 (-15%) from 2018

Net Income

Up

-$22,290

Up $31,339 (+58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,750,602Liabilities 2010: $0Net Assets 2010: $1,750,6022010Assets 2011: $1,691,648Liabilities 2011: $0Net Assets 2011: $1,691,6482011Assets 2012: $1,674,843Liabilities 2012: $0Net Assets 2012: $1,674,8432012Assets 2013: $1,606,786Liabilities 2013: $0Net Assets 2013: $1,606,7862013Assets 2014: $1,609,575Liabilities 2014: $0Net Assets 2014: $1,609,5752014Assets 2015: $1,501,885Liabilities 2015: $0Net Assets 2015: $1,501,8852015Assets 2016: $1,473,164Liabilities 2016: $0Net Assets 2016: $1,473,1642016Assets 2017: $1,449,951Liabilities 2017: $0Net Assets 2017: $1,449,9512017Assets 2018: $1,288,328Liabilities 2018: $0Net Assets 2018: $1,288,3282018Assets 2019: $1,443,966Liabilities 2019: $0Net Assets 2019: $1,443,9662019Assets 2020: $1,389,642Liabilities 2020: $0Net Assets 2020: $1,389,6422020Assets 2021: $1,605,753Liabilities 2021: $0Net Assets 2021: $1,605,7532021Assets 2022: $1,414,572Liabilities 2022: $0Net Assets 2022: $1,414,5722022Assets 2023: $1,361,887Liabilities 2023: $0Net Assets 2023: $1,361,8872023Assets 2024: $1,725,115Liabilities 2024: $0Net Assets 2024: $1,725,1152024

Highlighted filing

2019

Assets$1,443,966
Liabilities$0
Net Assets$1,443,966
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $86,1292010Expenses 2011: $89,3532011Expenses 2012: $82,9992012Revenue 2013: $63,388Expenses 2013: $86,760Net Income 2013: -$23,3722013Revenue 2014: $60,764Expenses 2014: $85,889Net Income 2014: -$25,1252014Revenue 2015: $58,324Expenses 2015: $119,304Net Income 2015: -$60,9802015Revenue 2016: $51,014Expenses 2016: $152,127Net Income 2016: -$101,1132016Revenue 2017: $63,664Expenses 2017: $158,852Net Income 2017: -$95,1882017Revenue 2018: $62,795Expenses 2018: $116,424Net Income 2018: -$53,6292018Revenue 2019: $76,787Expenses 2019: $99,077Net Income 2019: -$22,2902019Revenue 2020: $29,000Expenses 2020: $95,094Net Income 2020: -$66,0942020Revenue 2021: $206,888Expenses 2021: $91,056Net Income 2021: $115,8322021Revenue 2022: $118,685Expenses 2022: $117,844Net Income 2022: $8412022Revenue 2023: $107,145Expenses 2023: $188,292Net Income 2023: -$81,1472023Revenue 2024: $647,204Expenses 2024: $205,185Net Income 2024: $442,0192024

Highlighted filing

2019

Revenue$76,787
Expenses$99,077
Net Income-$22,290
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M DUTKOWSKYTrustee-$0--
LORRAINE C DUTKOWSKYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dutkowsky Charitable Foundation
EIN
04-3541368
Phone
8135005234
Address
4201 BAYSHORE BLVD UNIT 1504, TAMPA, FL 33611

Signing Officer

Name
Lorraine C Dutkowsky
Title
Trustee
Phone
8135005234
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Grieb Pa
Address
4890 W KENNEDY BLVD STE 370, TAMPA, FL 33609
Preparer
Robert V Grieb CPA
Phone
8137397200
Raw XML AppendixShowing 400 of 436 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01345941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01335855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01439762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01465212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01532393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01584057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt078680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.388208
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt078680
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt078680
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt078680
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORRANE C DUTKOWSKY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04201 BAYSHORE BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033611
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08135005234
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2-2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH AND TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EMERGENCY RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2YOUTH GOLF EDUCATION AND ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4BIRTHDAY GIFTS TO ABUSED, NEGLECTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CANCER RESEARCH AND TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6IMPROVE CHILDREN WITH CARDIOVASCULAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7KEEP FAMILIES OF SICK KIDS TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8MEDICAL TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9WOMEN'S SWIMMING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S DREAM FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KATIE GOLDEN FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MOFFITT CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NATIONAL PEDIACTRIC CARDIOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST JOSEPHS HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9UMASS AMHERST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 NORTHCHASE PKWY SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1431 18TH STREET W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21700 DR MLK N SUITE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3CAMPUS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44201 BAYSHORE BLVD UNIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt512902 MAGNOLIA DIRVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65550 EXECUTIVE DR STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71600 SW 14TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82700 W DR MARTIN LUTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9181 PRESIDENTS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0KING JR BLVD SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GAINSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9AMHERST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9010039313
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt078680
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt066125
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0137720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012555
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0137720
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125165
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt083
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11353
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt083
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11476
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt083
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11476
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01522
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN CORPORATE BONDS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-60
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-159
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-1864
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-849
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AMERIGAS PARTNERS, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CEDAR FAIR LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ENTERPRISE PRODUCTS, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc3MAGELLAN MIDSTREAM PARTNERS,
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-60
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-159
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1864
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-849
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0179450
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN EQUITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt017159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017159
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11453
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11453
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11453

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,443,966
Liabilities
$0
Net assets
$1,443,966
Revenue
$76,787
Expenses
$99,077
Net income
-$22,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.65$0.21$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.19$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.21$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09