Civic Intelligence

Grimshaw-Gudewicz Charitable Foundation a Shabshelowitz Co-Trustee

990PF • Fiscal year 2013 • EIN 04-6778721

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 28, 2014

Organization Profile
263 Walnut StreetFall River, MA 02720

(508) 672-2182

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

49th percentile

3.0%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$23,208,276

Up $680,055 (+3.0%) from 2012

Net Assets

Up

$23,165,056

Up $830,753 (+3.7%) from 2012

Liabilities

Down

$43,220

Down $150,698 (-78%) from 2012

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

$2,565,040

No earlier filing loaded for comparison.

Expenses

Up

$1,734,287

Up $259,633 (+18%) from 2012

Net Income

$830,753

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$30M$20M$10M$0Assets 2010: $22,543,066Liabilities 2010: $60,885Net Assets 2010: $22,482,1812010Assets 2011: $22,500,184Liabilities 2011: $61,111Net Assets 2011: $22,439,0732011Assets 2012: $22,528,221Liabilities 2012: $193,918Net Assets 2012: $22,334,3032012Assets 2013: $23,208,276Liabilities 2013: $43,220Net Assets 2013: $23,165,0562013Assets 2014: $23,730,015Liabilities 2014: $35,800Net Assets 2014: $23,694,2152014Assets 2015: $23,407,607Liabilities 2015: $61,942Net Assets 2015: $23,345,6652015Assets 2016: $23,185,964Liabilities 2016: $34,307Net Assets 2016: $23,151,6572016Assets 2017: $22,670,891Liabilities 2017: $36,629Net Assets 2017: $22,634,2622017Assets 2018: $21,665,527Liabilities 2018: $40,870Net Assets 2018: $21,624,6572018Assets 2019: $22,270,762Liabilities 2019: $44,342Net Assets 2019: $22,226,4202019Assets 2020: $21,010,042Liabilities 2020: $32,463Net Assets 2020: $20,977,5792020Assets 2021: $20,073,819Liabilities 2021: $18,842Net Assets 2021: $20,054,9772021Assets 2022: $21,996,632Liabilities 2022: $23,578Net Assets 2022: $21,973,0542022Assets 2023: $25,309,160Liabilities 2023: $0Net Assets 2023: $25,309,1602023Assets 2024: $27,147,617Liabilities 2024: $0Net Assets 2024: $27,147,6172024

Highlighted filing

2013

Assets$23,208,276
Liabilities$43,220
Net Assets$23,165,056
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,425,3842010Expenses 2011: $1,457,9082011Expenses 2012: $1,474,6542012Revenue 2013: $2,565,040Expenses 2013: $1,734,287Net Income 2013: $830,7532013Revenue 2014: $2,460,656Expenses 2014: $1,931,497Net Income 2014: $529,1592014Revenue 2015: $1,543,830Expenses 2015: $1,892,380Net Income 2015: -$348,5502015Revenue 2016: $1,683,742Expenses 2016: $1,877,750Net Income 2016: -$194,0082016Revenue 2017: $1,386,190Expenses 2017: $1,903,585Net Income 2017: -$517,3952017Revenue 2018: $904,360Expenses 2018: $1,913,965Net Income 2018: -$1,009,6052018Revenue 2019: $2,499,007Expenses 2019: $1,897,244Net Income 2019: $601,7632019Revenue 2020: $639,176Expenses 2020: $1,888,017Net Income 2020: -$1,248,8412020Revenue 2021: $1,187,363Expenses 2021: $2,109,965Net Income 2021: -$922,6022021Revenue 2022: $3,748,284Expenses 2022: $1,830,207Net Income 2022: $1,918,0772022Revenue 2023: $5,184,262Expenses 2023: $1,848,156Net Income 2023: $3,336,1062023Revenue 2024: $3,673,299Expenses 2024: $1,834,721Net Income 2024: $1,838,5782024

Highlighted filing

2013

Revenue$2,565,040
Expenses$1,734,287
Net Income$830,753
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 28, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur ParkerTrusteePT$49,343-$49,343
Anne FazendeiroTrusteePT$49,343-$49,343
Bernard AG TaradashTrusteePT$49,343-$49,343
49343TrusteePT$49,342-$49,342
Andrew ShabshelowitzTrusteePT$49,342-$49,342
Filing and Contact Details

Filer

EIN
04-6778721
Phone
5086722182

Signing Officer

Name
Barry Robbins
Title
Co-Trustee
Phone
5086722182
Signed
2014-03-28
Discuss with paid preparer
Yes

Preparer

Preparer
Andrew Shabshelowitz
Phone
5086722182
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01870974
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0830753
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023165056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022334303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023165056
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01391731
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01391731
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01391731
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01438996
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047265
IRS990PF/DistributableAmountGrp/TotalTaxAmt047265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030000
IRS990PF/FMVAssetsEOYAmt030410352
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016279503
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016279503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0156880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0147250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0144396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016281873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016415051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022844728
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07602
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02956
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02956
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05442467
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04184731
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04959984
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0193918
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt043220
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06054800
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06885553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0639399
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02458288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02458288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022528221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023208276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030410352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0193918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt043220
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022528221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023208276
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022334303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023165056
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029218188
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02670073
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026515115
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0438273
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt033000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01438996
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028779915
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029218188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt149342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt249343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt349343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt449343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm049343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Andrew Shabshelowitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Arthur Parker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Anne Fazendeiro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Bernard AG Taradash
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine107 Harwich Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11263 Walnut Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine128 Harbour Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13173 Auburn Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14PO Box 488
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Providence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Fall River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Barrington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3New Bedford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4Fall River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102720
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode202806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode302740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode402722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01654845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01678478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01392817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01390186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01367303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01352845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01331963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt023633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt028779915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt025188664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt024650435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt023559121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt020766311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt025310589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01474259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.287499
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01474259
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01474259
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01474259
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,208,276
Liabilities
$43,220
Net assets
$23,165,056
Revenue
$2,565,040
Expenses
$1,734,287
Net income
$830,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$3.67$1.83$1.84
2023Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$5.18$1.85$3.34
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.02$22.0$3.75$1.83$1.92
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.02$20.1$1.19$2.11$0.92
2020Detailed filing. Detailed filing data is available for this year.$21.0$0.03$21.0$0.64$1.89$1.25
2019Detailed filing. Detailed filing data is available for this year.$22.3$0.04$22.2$2.50$1.90$0.60
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.04$21.6$0.90$1.91$1.01
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.04$22.6$1.39$1.90$0.52
2016Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$1.68$1.88$0.19
2015Detailed filing. Detailed filing data is available for this year.$23.4$0.06$23.3$1.54$1.89$0.35
2014Detailed filing. Detailed filing data is available for this year.$23.7$0.04$23.7$2.46$1.93$0.53
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.04$23.2$2.57$1.73$0.83
2012Detailed filing. Detailed filing data is available for this year.$22.5$0.19$22.3$1.47
2011Detailed filing. Detailed filing data is available for this year.$22.5$0.06$22.4$1.46
2010Detailed filing. Detailed filing data is available for this year.$22.5$0.06$22.5$1.43