Civic Intelligence

The Nbt Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6677641

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

50 Congress St Ste 832Boston, MA 02109-4017

(617) 523-6800

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

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

47th percentile

$12,360

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

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

Asset Growth

67th percentile

8.5%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

91st percentile

108%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$2,331,515

Up $181,883 (+8.5%) from 2016

Net Assets

Up

$2,331,515

Up $181,883 (+8.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$198,383

Up $103,061 (+108%) from 2016

Expenses

Down

$16,351

Down $1,936 (-11%) from 2016

Net Income

Up

$182,032

Up $104,997 (+136%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,118,491Liabilities 2011: $02011Assets 2012: $2,190,306Liabilities 2012: $02012Assets 2013: $1,954,617Liabilities 2013: $02013Assets 2014: $1,909,843Liabilities 2014: $02014Assets 2015: $2,072,614Liabilities 2015: $0Net Assets 2015: $2,072,6142015Assets 2016: $2,149,632Liabilities 2016: $0Net Assets 2016: $2,149,6322016Assets 2017: $2,331,515Liabilities 2017: $0Net Assets 2017: $2,331,5152017Assets 2018: $2,276,352Liabilities 2018: $0Net Assets 2018: $2,276,3522018Assets 2019: $2,348,307Liabilities 2019: $0Net Assets 2019: $2,348,3072019Assets 2020: $2,399,461Liabilities 2020: $0Net Assets 2020: $2,399,4612020Assets 2021: $2,611,825Liabilities 2021: $0Net Assets 2021: $2,611,8252021Assets 2022: $2,601,401Liabilities 2022: $0Net Assets 2022: $2,601,4012022Assets 2023: $2,735,177Liabilities 2023: $0Net Assets 2023: $2,735,1772023Assets 2024: $2,846,061Liabilities 2024: $0Net Assets 2024: $2,846,0612024

Highlighted filing

2017

Assets$2,331,515
Liabilities$0
Net Assets$2,331,515

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $247,225Expenses 2011: $136,654Net Income 2011: $110,5712011Revenue 2012: $265,422Expenses 2012: $193,605Net Income 2012: $71,8172012Revenue 2013: $399,226Expenses 2013: $634,911Net Income 2013: -$235,6852013Revenue 2014: $481,525Expenses 2014: $526,299Net Income 2014: -$44,7742014Revenue 2015: $183,582Expenses 2015: $20,809Net Income 2015: $162,7732015Revenue 2016: $95,322Expenses 2016: $18,287Net Income 2016: $77,0352016Revenue 2017: $198,383Expenses 2017: $16,351Net Income 2017: $182,0322017Revenue 2018: $470,493Expenses 2018: $524,094Net Income 2018: -$53,6012018Revenue 2019: $98,456Expenses 2019: $23,920Net Income 2019: $74,5362019Revenue 2020: $74,801Expenses 2020: $22,396Net Income 2020: $52,4052020Revenue 2021: $246,232Expenses 2021: $26,302Net Income 2021: $219,9302021Revenue 2022: $144,750Expenses 2022: $147,128Net Income 2022: -$2,3782022Revenue 2023: $651,837Expenses 2023: $511,094Net Income 2023: $140,7432023Revenue 2024: $414,365Expenses 2024: $298,036Net Income 2024: $116,3292024

Highlighted filing

2017

Revenue$198,383
Expenses$16,351
Net Income$182,032
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R NICHOLSTrustee (See Footnote)-$12,360-$12,360
ELIZABETH T KIRKPATRICKTrustee (See Footnote)-$0--
JOSEPH A WHEELOCK IIITrustee (See Footnote)-$0--
Filing and Contact Details

Filer

Filer Name
Nbt Charitable Trust
EIN
04-6677641
Phone
6175236800
Address
50 CONGRESS ST STE 832, BOSTON, MA 02109-4017

Signing Officer

Name
James R Nichols
Title
Trustee
Phone
6175236800
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Debra Cleary
Phone
6175879025
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt718136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1249371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt627393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt724867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt947892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100000. U.S. TREASURY BILLS 3/23/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250000. U.S. TREASURY BILLS 5/04/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100000. U.S. TREASURY NOTES 0.750% 6/30/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350000. U.S. TREASURY NOTES 0.750% 6/30/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500. EXXONMOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200. FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6800. INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200. CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200. FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9400. MONSANTO CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200. STATE STREET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150000. U.S. TREASURY NOTES 0.750% 12/31/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0115457
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0182032
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0168
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt019
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02331683
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02149632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02331515
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0185648
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0185648
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0185648
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0189384
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03736
IRS990PF/DistributableAmountGrp/TotalTaxAmt03736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01894
IRS990PF/FMVAssetsEOYAmt04046061
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02149632
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02331515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01223910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01346825
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03068676
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt077428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt084461
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt084461
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02149632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02331515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04046061
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02149632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02331515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02149632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02331515
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0848294
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0900229
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0892924
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03845360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0191718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03653642
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057680
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0189384
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03787680
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03845360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES R NICHOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH T KIRKPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH A WHEELOCK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE (SEE FOOTNOTE)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE (SEE FOOTNOTE)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE (SEE FOOTNOTE)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O NICHOLS PRATT 50 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O NICHOLS PRATT 50 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O NICHOLS PRATT 50 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0281474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0283342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0505379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0611765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0171834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.074313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.001914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.144957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.174792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03787680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03484026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03351553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03486413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03499960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03553162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.371567
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05597
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05597
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05597
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.41$0.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.65$0.51$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.14$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.25$0.03$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.07$0.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.02$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.47$0.52$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.20$0.02$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.10$0.02$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.18$0.02$0.16
2014Summary only. Only limited summary data is available for this year.$1.91$0.00$0.48$0.53$0.04
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$0.40$0.63$0.24
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.27$0.19$0.07
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.25$0.14$0.11