Civic Intelligence

Amelia Davis Fund for Incapacitated Alumni Alumni Assoc Framingham Col

990PF • Fiscal year 2024 • EIN 04-6133792

May 01, 2023 to Apr 30, 2024 • Filed on Oct 21, 2024

Organization Profile
42 Adams RoadFramingham, MA 01702-2456

(508) 872-9770

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-5.4%

Faster asset growth than 37% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

67%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$62,907

Down $3,585 (-5.4%) from 2023

Net Assets

Down

$62,907

Down $3,585 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Up

$14,403

Up $5,796 (+67%) from 2023

Expenses

Up

$17,988

Up $3,927 (+28%) from 2023

Net Income

Up

-$3,585

Up $1,869 (+34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2012: $109,820Liabilities 2012: $02012Assets 2013: $110,961Liabilities 2013: $02013Assets 2014: $115,691Liabilities 2014: $02014Assets 2015: $111,804Liabilities 2015: $02015Assets 2016: $105,813Liabilities 2016: $02016Assets 2019: $92,636Liabilities 2019: $02019Assets 2020: $86,195Liabilities 2020: $02020Assets 2021: $75,966Liabilities 2021: $0Net Assets 2021: $75,9662021Assets 2022: $71,946Liabilities 2022: $0Net Assets 2022: $71,9462022Assets 2023: $66,492Liabilities 2023: $0Net Assets 2023: $66,4922023Assets 2024: $62,907Liabilities 2024: $0Net Assets 2024: $62,9072024Assets 2025: $62,677Liabilities 2025: $0Net Assets 2025: $62,6772025

Highlighted filing

2024

Assets$62,907
Liabilities$0
Net Assets$62,907
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$20K$10K$0-$10K-$20KRevenue 2012: $6,973Expenses 2012: $10,550Net Income 2012: -$3,5772012Revenue 2013: $12,566Expenses 2013: $11,425Net Income 2013: $1,1412013Revenue 2014: $16,517Expenses 2014: $11,787Net Income 2014: $4,7302014Revenue 2015: $10,743Expenses 2015: $14,630Net Income 2015: -$3,8872015Revenue 2016: $8,268Expenses 2016: $14,259Net Income 2016: -$5,9912016Revenue 2019: $10,746Expenses 2019: $16,067Net Income 2019: -$5,3212019Revenue 2020: $6,653Expenses 2020: $13,094Net Income 2020: -$6,4412020Revenue 2021: $4,299Expenses 2021: $14,528Net Income 2021: -$10,2292021Revenue 2022: $12,544Expenses 2022: $16,564Net Income 2022: -$4,0202022Revenue 2023: $8,607Expenses 2023: $14,061Net Income 2023: -$5,4542023Revenue 2024: $14,403Expenses 2024: $17,988Net Income 2024: -$3,5852024Revenue 2025: $14,826Expenses 2025: $15,056Net Income 2025: -$2302025

Highlighted filing

2024

Revenue$14,403
Expenses$17,988
Net Income-$3,585
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER LEEPresidentPT$0--
MARY LISCOMBEVice Preside-$0--
MARCIA COKER MATTEROTreasurer-$0--
ANDREW DIORIOExecutive Bo-$0--
JOYCE MORRISSEY DONOHUEExecutive Bo-$0--
PATRICIA DOHERTY BERLANDIExecutive Bo-$0--
LORRAINE LENNONExecutive Bo-$0--
SHEILA JEFFREYFund Chair/E-$0--
CARLA PEPKAExecutive Bo-$0--
DEBORAH STEWART ADAMSExecutive BoPT$0--
KATHLEEN GILDEA FURBUSHCommittee Me-$0--
CAROL ZUGALE SALVICommittee Me-$0--
ALLISON DAHILL GADOURYCommitte Mem-$0--
VICTORIA MUCCIARONE JASPERCommittee Me-$0--
ROSANNE RICH KATESCommittee Me-$0--
Filing and Contact Details

Filer

Filer Name
Amelia Davis Fund
EIN
04-6133792
Phone
5088729770
Address
42 ADAMS ROAD, FRAMINGHAM, MA 01702-2456

Signing Officer

Name
Heather Lee
Title
President
Phone
5088729770
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Dube & Hazelwood Pc
Address
100 ERDMAN WAY, LEOMINSTER, MA 01453
Preparer
Scott Gallagher
Phone
9785370716
Raw XML AppendixShowing 400 of 440 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BOOKKEEPING SERVICE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HEATHER LEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11CAROL ZUGALE SALVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12ALLISON DAHILL GADOURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13VICTORIA MUCCIARONE JASPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14ROSANNE RICH KATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6EXECUTIVE BO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8EXECUTIVE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9EXECUTIVE BO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11COMMITTEE ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12COMMITTE MEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13COMMITTEE ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14COMMITTEE ME
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt318 JIONZO ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61413 GREEN DISTRICT BLVD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1112 PERSIS PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1242 SADDLE GILL ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd14MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202917
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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/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/IndividualWithBooksNm0HEATHER LEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 DANA PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOPEDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001747
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05088729770
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ALUMNIHOUSE.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL AID TO ALUMNI
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GREETINGS AND CORRESPONDENCE WITH ELDER ALUMNI
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06600
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt04125
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DESCRIPTION OF NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALUMNI HOUSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05088729770
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt042 ADAMS ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FRAMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHERYL FREIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ELLEN SILKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2LINDA-MARIE AMBROSINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LISA FAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0135B ROUNDHILL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt145 LOOMIS ST APT 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2370 HEMENWAY ST 402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 PETERBOROUGH ST 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MALDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARLBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3022154406
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0ELLEN HYDE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt1INDEPENDENT ASSOC OF
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine2Txt1FRAMINGHAM ST ALUMNI
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc1501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0PARTIAL SHARE OF BOARD MEMBERS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt1PARTIAL SHARE OF BOARD MEMBERS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03136
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03513
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015504
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04061
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03464
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015553
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0303
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HOLIDAY CARDS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,907
Liabilities
$0
Net assets
$62,907
Revenue
$14,403
Expenses
$17,988
Net income
-$3,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.15$0.15$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.14$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.13$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.15$0.10
2020Summary only. Only limited summary data is available for this year.$0.86$0.00$0.07$0.13$0.06
2019Summary only. Only limited summary data is available for this year.$0.93$0.00$0.11$0.16$0.05
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$0.08$0.14$0.06
2015Summary only. Only limited summary data is available for this year.$1.12$0.00$0.11$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$0.17$0.12$0.05
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$0.13$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.07$0.11$0.04