Civic Intelligence

The Perls Foundation 90150376

990PF • Fiscal year 2018 • EIN 04-6864032

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 08, 2019

Organization Profile
Lwct 230 Congress StBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

27th percentile

$70,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.1%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$14,585,064

Down $156,853 (-1.1%) from 2017

Net Assets

Down

$14,585,064

Down $156,853 (-1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin11th percentile

Revenue

Down

$693,971

Down $322,034 (-32%) from 2017

Expenses

Down

$850,824

Down $449,003 (-35%) from 2017

Net Income

Up

-$156,853

Up $126,969 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,285,514Liabilities 2010: $0Net Assets 2010: $18,285,5142010Assets 2011: $17,732,256Liabilities 2011: $0Net Assets 2011: $17,732,2562011Assets 2012: $17,222,376Liabilities 2012: $12012Assets 2013: $16,858,713Liabilities 2013: $0Net Assets 2013: $16,858,7132013Assets 2014: $16,418,514Liabilities 2014: $0Net Assets 2014: $16,418,5142014Assets 2015: $15,824,219Liabilities 2015: $0Net Assets 2015: $15,824,2192015Assets 2016: $15,025,124Liabilities 2016: $0Net Assets 2016: $15,025,1242016Assets 2017: $14,741,917Liabilities 2017: $0Net Assets 2017: $14,741,9172017Assets 2018: $14,585,064Liabilities 2018: $0Net Assets 2018: $14,585,0642018Assets 2019: $14,418,407Liabilities 2019: $0Net Assets 2019: $14,418,4072019Assets 2020: $14,472,049Liabilities 2020: $0Net Assets 2020: $14,472,0492020Assets 2021: $15,178,091Liabilities 2021: $0Net Assets 2021: $15,178,0912021Assets 2022: $14,316,991Liabilities 2022: $0Net Assets 2022: $14,316,9912022Assets 2023: $13,789,058Liabilities 2023: $0Net Assets 2023: $13,789,0582023Assets 2024: $12,853,855Liabilities 2024: $0Net Assets 2024: $12,853,8552024

Highlighted filing

2018

Assets$14,585,064
Liabilities$0
Net Assets$14,585,064
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $682,1832010Expenses 2011: $1,076,6652011Revenue 2012: $645,502Expenses 2012: $1,155,382Net Income 2012: -$509,8802012Revenue 2013: $734,511Expenses 2013: $1,098,174Net Income 2013: -$363,6632013Revenue 2014: $686,804Expenses 2014: $1,197,368Net Income 2014: -$510,5642014Revenue 2015: $600,479Expenses 2015: $1,194,774Net Income 2015: -$594,2952015Revenue 2016: $699,648Expenses 2016: $1,498,743Net Income 2016: -$799,0952016Revenue 2017: $1,016,005Expenses 2017: $1,299,827Net Income 2017: -$283,8222017Revenue 2018: $693,971Expenses 2018: $850,824Net Income 2018: -$156,8532018Revenue 2019: $1,055,943Expenses 2019: $1,222,600Net Income 2019: -$166,6572019Revenue 2020: $1,326,576Expenses 2020: $1,272,934Net Income 2020: $53,6422020Revenue 2021: $2,057,512Expenses 2021: $1,351,470Net Income 2021: $706,0422021Revenue 2022: $707,115Expenses 2022: $1,568,215Net Income 2022: -$861,1002022Revenue 2023: $822,195Expenses 2023: $1,350,128Net Income 2023: -$527,9332023Revenue 2024: $400,543Expenses 2024: $1,335,746Net Income 2024: -$935,2032024

Highlighted filing

2018

Revenue$693,971
Expenses$850,824
Net Income-$156,853
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENNART C BRABERGTrusteePT$70,000-$70,000
KATHERINE M PERLSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Perls Foundation
EIN
04-6864032
Phone
6175236531
Address
LWCT 230 CONGRESS ST, BOSTON, MA 02110

Signing Officer

Name
Katherine Perls
Title
Trustee
Phone
6175236531
Signed
2019-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Mary Harn
Phone
6175236531
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0398182
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0215563
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030124
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc02016 OP CREDITED TO 2017
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12017 EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1: MICROVEST+PLUS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3K-1: MICROVEST II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4K-1: NALCAB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5K-1: MICROVEST SHORT DURATION FUND LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6K-1: PERSISTENT ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05070
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt28821
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt347
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4318
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt55964
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt61893
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd301
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd401
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd601
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt025985
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0667986
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt025985
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0693971
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0236681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0506000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0506000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0396588
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0398182
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-156853
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02011341
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt022577
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt022577
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0215563
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0484602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt066885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt068151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt017043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt050102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt059364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt096346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0155710
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0636630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0195834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0850824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0680436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0693971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0130630
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0195834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0344824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11596592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1175341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt944136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1175341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt944136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0146467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11771933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt433114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt844136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LWC: PUBLIC SECURITIES: CAP GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LWC: PUBLIC SECURITIES: CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NIA: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1: MICROVEST+PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1: MICROVEST SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1: MICROVEST+PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8K-1: PERSISTENT ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1: MICROVEST II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0236681
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-156853
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014585064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014741917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014585064
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01029403
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01029403
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01029403
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01039095
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09692
IRS990PF/DistributableAmountGrp/TotalTaxAmt09692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08360
IRS990PF/FMVAssetsEOYAmt019922562
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010409
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01345
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07527965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07319373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012653979
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04744543
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04794346
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04797238
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014741917
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014585064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02459000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02470000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02470000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014741917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014585064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019922562
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,585,064
Liabilities
$0
Net assets
$14,585,064
Revenue
$693,971
Expenses
$850,824
Net income
-$156,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.40$1.34$0.94
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.82$1.35$0.53
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.71$1.57$0.86
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.06$1.35$0.71
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.33$1.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.06$1.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.69$0.85$0.16
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.02$1.30$0.28
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.70$1.50$0.80
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.60$1.19$0.59
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.69$1.20$0.51
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.73$1.10$0.36
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$0.65$1.16$0.51
2011Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.08
2010Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.68