Civic Intelligence

Robert P Giddines Trust Bradley R Cook & James D Colt Ttee

990 • Fiscal year 2018 • EIN 04-6660588

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

160 Federal Street 20th FloorBoston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

30th percentile

-4.1%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Flat

$504,473

Flat from 2018

Net Assets

Flat

$504,473

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Flat

$28,331

Flat from 2018

Expenses

Flat

$49,960

Flat from 2018

Net Income

Flat

-$21,629

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $489,898Liabilities 2010: $0Net Assets 2010: $489,8982010Assets 2011: $494,136Liabilities 2011: $15,834Net Assets 2011: $478,3022011Assets 2012: $473,321Liabilities 2012: $0Net Assets 2012: $473,3212012Assets 2013: $477,637Liabilities 2013: $0Net Assets 2013: $477,6372013Assets 2014: $457,665Liabilities 2014: $0Net Assets 2014: $457,6652014Assets 2015: $545,888Liabilities 2015: $0Net Assets 2015: $545,8882015Assets 2016: $542,023Liabilities 2016: $0Net Assets 2016: $542,0232016Assets 2017: $526,102Liabilities 2017: $0Net Assets 2017: $526,1022017Assets 2018: $504,473Liabilities 2018: $0Net Assets 2018: $504,4732018Assets 2018: $504,473Liabilities 2018: $0Net Assets 2018: $504,4732018Assets 2019: $477,913Liabilities 2019: $0Net Assets 2019: $477,9132019Assets 2020: $453,993Liabilities 2020: $0Net Assets 2020: $453,9932020Assets 2021: $478,642Liabilities 2021: $0Net Assets 2021: $478,6422021Assets 2022: $473,874Liabilities 2022: $0Net Assets 2022: $473,8742022Assets 2023: $457,474Liabilities 2023: $0Net Assets 2023: $457,4742023Assets 2024: $466,764Liabilities 2024: $0Net Assets 2024: $466,7642024

Highlighted filing

2018

Assets$504,473
Liabilities$0
Net Assets$504,473

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $22,6542010Expenses 2011: $25,5772011Expenses 2012: $43,6782012Revenue 2013: $33,434Expenses 2013: $29,118Net Income 2013: $4,3162013Revenue 2014: $27,107Expenses 2014: $47,079Net Income 2014: -$19,9722014Revenue 2015: $135,241Expenses 2015: $47,018Net Income 2015: $88,2232015Revenue 2016: $41,785Expenses 2016: $45,650Net Income 2016: -$3,8652016Revenue 2017: $32,581Expenses 2017: $48,502Net Income 2017: -$15,9212017Revenue 2018: $28,331Expenses 2018: $49,960Net Income 2018: -$21,6292018Revenue 2018: $28,331Expenses 2018: $49,960Net Income 2018: -$21,6292018Revenue 2019: $26,832Expenses 2019: $53,321Net Income 2019: -$26,4892019Revenue 2020: $34,573Expenses 2020: $57,261Net Income 2020: -$22,6882020Revenue 2021: $91,867Expenses 2021: $59,533Net Income 2021: $32,3342021Revenue 2022: $62,371Expenses 2022: $66,737Net Income 2022: -$4,3662022Revenue 2023: $52,039Expenses 2023: $65,722Net Income 2023: -$13,6832023Revenue 2024: $80,222Expenses 2024: $71,874Net Income 2024: $8,3482024

Highlighted filing

2018

Revenue$28,331
Expenses$49,960
Net Income-$21,629
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.0
Gross Receipts
$107,302
Mission and Program Overview

Mission

TO MAKE DISTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170 (b), 170 (c), AND 2055(a). THE CURRENT RECIPIENTS ARE THE FOLLOWING NAMED ORGANIZATIONS: EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3: SCHOLARSHIPS FOR MUSIC STUDENTS), BOSTON SYMPHONY ORCHESTRA (1/3: SUPPORT)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$526,102$504,473▼ $21,629
Investments in Publicly Traded Securities$470,394$456,610▼ $13,784
Savings and Temporary Cash Investments$55,708$47,863▼ $7,845
Total Assets$526,102$504,473▼ $21,629
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$526,102$504,473▼ $21,629
Total Liabilities and Net Assets / Fund Balance$526,102$504,473▼ $21,629
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bradley R CookTrustee
Edward R MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,331
Other Revenue
$0
Change in Net Assets
$-21,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,000
Other Expenses$10,960
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,000--$39,000
Fees for Services Management-$8,685-$8,685
Fees for Services Accounting-$900-$900
Fees for Services Legal-$800-$800
All Other Expenses-$575-$575
Total Functional Expenses$39,000$10,960$0$49,960
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eastman School of Music at the University of RochesterRochester, NY501(c)(3)Scholarships for Music Students$26,000
Boston Symphony OrchestraBoston, MA501(c)(3)Unrestricted Gift$13,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

There is no governing body. Bradley r cook and edward r martin are the trustees who preside over the administration of the trust which directs that grants be paid each year to the school of music at the university of rochester (2/3 share) and to the boston symphony orchestra (1/3 share).

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

There are no committees associated with this trust.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The trustees reviewed and discussed the tax return

Form 990, Page 6, Part VI, Line 18

Public inspections are provided upon request

Form 990, Page 6, Part VI, Line 19

The organization makes governing documents and financial statements available to the public at taylor, ganson & perrin llp, 160 federal street, boston, ma during regular business hours.

Form 990, Page 7, Part VII, Section A

None

Filing and Contact Details

Filer

Filer Name
Robert P Giddings Trust
EIN
04-6660588
Phone
6179512777
Address
160 FEDERAL STREET 20TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Bradley R Cook
Title
Treasurer
Phone
6179512777
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley R Cook
Formed
1990
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
State Street Global Advisors Tr Co
Address
1 IRON STREET, BOSTON, MA 02210
Phone
6176644172
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE DISTRIBUTIONS TO THE SUPPORTED ORGANIZATIONS ARE A SUFFICIENT PART OF THEIR TOTAL SUPPORT. THE GRANTS ENSURE ATTENTIVENESS, BASED ON THE LENGTH OF THE RELATIONSHIPS BETWEEN THE SUPPORTING AND SUPPORTED ORGANIZATIONS AND THE PURPOSE TO WHICH THE FUNDS ARE USED.
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01087845
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01041397
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt038075
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt036449
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01104411
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01057256
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt038075
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt036449
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0160743209
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt113000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt039000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt026000
IRS990ScheduleI/RecipientTable/CashGrantAmt113000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS FOR MUSIC STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED GIFT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0160743209
IRS990ScheduleI/RecipientTable/RecipientEIN1042103550
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0OFFICE OF DEVELOPMENT 26 GIBBS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1301 MASSACHUSETTS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0146042599
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH YEAR, THE TRUSTEES MONITOR THAT THE GRANTEES CONTINUE TO QUALIFY AS EXEMPT ORGANIZATIONS AS REQUIRED UNDER SECTION 501 (c) (3) OF THE INTERNAL REVENUE CODE AND THAT TRANSFERS TO WHICH ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER THE PROVISIONS OF SECTION 170 (b), 170 (c), AND 2055 (a) OF THE CODE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO GOVERNING BODY. BRADLEY R COOK AND EDWARD R MARTIN ARE THE TRUSTEES WHO PRESIDE OVER THE ADMINISTRATION OF THE TRUST WHICH DIRECTS THAT GRANTS BE PAID EACH YEAR TO THE SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3 SHARE) AND TO THE BOSTON SYMPHONY ORCHESTRA (1/3 SHARE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES ASSOCIATED WITH THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES REVIEWED AND DISCUSSED THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC INSPECTIONS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT TAYLOR, GANSON & PERRIN LLP, 160 FEDERAL STREET, BOSTON, MA DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5None
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160743209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1042103550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0OFFICE OF DEVELOPMENT 26 GIBBS ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1301 MASSACHUSETTS AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BOSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0146042599
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102115
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt026000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt113000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT UNIV OF ROCHESTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0526102
IRS990/TotalAssetsEOYAmt0504473
IRS990/TotalAssetsGrp/BOYAmt0526102
IRS990/TotalAssetsGrp/EOYAmt0504473
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039000
IRS990/TotalFunctionalExpensesGrp/TotalAmt049960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0526102
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0504473
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028331
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028331
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0526102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0504473
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.80$0.72$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.52$0.66$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.62$0.67$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.92$0.60$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.35$0.57$0.23
2019Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$0.27$0.53$0.26
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.28$0.50$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.28$0.50$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.33$0.49$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.42$0.46$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$1.35$0.47$0.88
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.27$0.47$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.33$0.29$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.16$4.78$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.23