Civic Intelligence

Earle P Charlton Trust UW 6 0924 6 Charlton Charity Trust 2

990PF • Fiscal year 2017 • EIN 04-6011911

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 11, 2017

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$29,719

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 39.4% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,100,211

Up $37,311 (+1.2%) from 2016

Net Assets

Up

$3,100,211

Up $37,311 (+1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$75,433

Up $8,604 (+13%) from 2016

Expenses

Up

$150,622

Up $6,092 (+4.2%) from 2016

Net Income

Up

-$75,189

Up $2,512 (+3.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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: $2,420,384Liabilities 2011: $02011Assets 2012: $2,420,763Liabilities 2012: $02012Assets 2013: $2,742,182Liabilities 2013: $02013Assets 2014: $3,116,419Liabilities 2014: $0Net Assets 2014: $3,116,4192014Assets 2015: $3,120,683Liabilities 2015: $0Net Assets 2015: $3,120,6832015Assets 2016: $3,062,900Liabilities 2016: $0Net Assets 2016: $3,062,9002016Assets 2017: $3,100,211Liabilities 2017: $0Net Assets 2017: $3,100,2112017Assets 2018: $2,812,011Liabilities 2018: $0Net Assets 2018: $2,812,0112018Assets 2019: $2,799,904Liabilities 2019: $0Net Assets 2019: $2,799,9042019Assets 2020: $2,799,529Liabilities 2020: $0Net Assets 2020: $2,799,5292020Assets 2021: $3,184,825Liabilities 2021: $0Net Assets 2021: $3,184,8252021Assets 2022: $3,152,121Liabilities 2022: $0Net Assets 2022: $3,152,1212022Assets 2023: $3,019,900Liabilities 2023: $0Net Assets 2023: $3,019,9002023Assets 2024: $2,953,732Liabilities 2024: $0Net Assets 2024: $2,953,7322024Assets 2025: $2,943,618Liabilities 2025: $0Net Assets 2025: $2,943,6182025

Highlighted filing

2017

Assets$3,100,211
Liabilities$0
Net Assets$3,100,211
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $170,463Expenses 2011: $123,922Net Income 2011: $46,5412011Revenue 2012: $158,345Expenses 2012: $114,841Net Income 2012: $43,5042012Revenue 2013: $210,708Expenses 2013: $129,243Net Income 2013: $81,4652013Revenue 2014: $456,288Expenses 2014: $146,088Net Income 2014: $310,2002014Revenue 2015: $495,121Expenses 2015: $148,083Net Income 2015: $347,0382015Revenue 2016: $66,829Expenses 2016: $144,530Net Income 2016: -$77,7012016Revenue 2017: $75,433Expenses 2017: $150,622Net Income 2017: -$75,1892017Revenue 2018: -$833,319Expenses 2018: $163,576Net Income 2018: -$996,8952018Revenue 2019: $296,390Expenses 2019: $167,651Net Income 2019: $128,7392019Revenue 2020: $830,454Expenses 2020: $162,044Net Income 2020: $668,4102020Revenue 2021: $280,044Expenses 2021: $186,729Net Income 2021: $93,3152021Revenue 2022: $581,995Expenses 2022: $205,259Net Income 2022: $376,7362022Revenue 2023: -$42,705Expenses 2023: $158,094Net Income 2023: -$200,7992023Revenue 2024: $138,093Expenses 2024: $175,356Net Income 2024: -$37,2632024Revenue 2025: $181,515Expenses 2025: $203,818Net Income 2025: -$22,3032025

Highlighted filing

2017

Revenue$75,433
Expenses$150,622
Net Income-$75,189
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$29,719-$29,719
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTUFTS UNIVERSITYUNRESTRICTED GENERALPCMEDFORD, MA, US$116,932
Filing and Contact Details

Filer

Filer Name
Earle P Charlton Trust
EIN
04-6011911
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2017-12-11
Raw XML Appendix372 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02650935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02539172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02624853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02586639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02345983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02183381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0130105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.223626
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0129620
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130105
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0485
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0130105
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1802
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US TRUST FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0116932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TUFTS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0419 BOSTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0116932
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/AppliedToCurrentYearAmt0104655
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025450
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130105
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027407
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025450
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE- PRIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07613
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0112500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CTF ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0697
TaxesSchedule/TaxesDetail/Amt1271
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0697
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1271
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EARLE P CHARLTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046011911
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A3B5ABEC3A2E0A70FFD6F7C530176A70DCDB172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068D55506360FFF2B55591E64EA62206AC0394686
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02017-12-11T11:00:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,100,211
Liabilities
$0
Net assets
$3,100,211
Revenue
$75,433
Expenses
$150,622
Net income
-$75,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.18$0.20$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.14$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.04$0.16$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.58$0.21$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.83$0.16$0.67
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.30$0.17$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.83$0.16$1.00
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.08$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.07$0.14$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.50$0.15$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.46$0.15$0.31
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$0.21$0.13$0.08
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$0.16$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$2.42$0.00$0.17$0.12$0.05