Civic Intelligence

Lee Family Foundation Tr

990PF • Fiscal year 2014 • EIN 04-6919219

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 19, 2015

Organization Profile
112 Farm RoadSherborn, MA 01770

(508) 655-4359

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-3.5%

Faster asset growth than 23% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,032,728

Down $37,358 (-3.5%) from 2013

Net Assets

Down

$1,032,728

Down $37,358 (-3.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin10th percentile

Revenue

Down

$85,879

Down $130,557 (-60%) from 2013

Expenses

Down

$122,130

Down $100,426 (-45%) from 2013

Net Income

Down

-$36,251

Down $30,131 (-492%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $927,322Liabilities 2011: $02011Assets 2012: $1,080,191Liabilities 2012: $02012Assets 2013: $1,070,086Liabilities 2013: $0Net Assets 2013: $1,070,0862013Assets 2014: $1,032,728Liabilities 2014: $0Net Assets 2014: $1,032,7282014Assets 2015: $1,090,260Liabilities 2015: $0Net Assets 2015: $1,090,2602015Assets 2016: $1,084,822Liabilities 2016: $0Net Assets 2016: $1,084,8222016Assets 2017: $1,102,842Liabilities 2017: $0Net Assets 2017: $1,102,8422017Assets 2018: $1,123,204Liabilities 2018: $0Net Assets 2018: $1,123,2042018Assets 2019: $1,189,888Liabilities 2019: $1Net Assets 2019: $1,189,8882019Assets 2020: $1,277,245Liabilities 2020: $1Net Assets 2020: $1,277,2452020Assets 2021: $1,288,373Liabilities 2021: $12021Assets 2022: $1,343,805Liabilities 2022: $12022Assets 2023: $1,408,040Liabilities 2023: $12023

Highlighted filing

2014

Assets$1,032,728
Liabilities$0
Net Assets$1,032,728
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $38,614Expenses 2011: $53,472Net Income 2011: -$14,8582011Revenue 2012: $203,572Expenses 2012: $50,180Net Income 2012: $153,3922012Revenue 2013: $216,436Expenses 2013: $222,556Net Income 2013: -$6,1202013Revenue 2014: $85,879Expenses 2014: $122,130Net Income 2014: -$36,2512014Revenue 2015: $136,527Expenses 2015: $77,481Net Income 2015: $59,0462015Revenue 2016: $66,570Expenses 2016: $70,494Net Income 2016: -$3,9242016Revenue 2017: $47,684Expenses 2017: $27,336Net Income 2017: $20,3482017Revenue 2018: $52,920Expenses 2018: $32,232Net Income 2018: $20,6882018Revenue 2019: $112,197Expenses 2019: $45,513Net Income 2019: $66,6842019Revenue 2020: $124,011Expenses 2020: $36,654Net Income 2020: $87,3572020Revenue 2021: $84,689Expenses 2021: $73,247Net Income 2021: $11,4422021Revenue 2022: $98,602Expenses 2022: $42,795Net Income 2022: $55,8072022Revenue 2023: $112,215Expenses 2023: $45,132Net Income 2023: $67,0832023

Highlighted filing

2014

Revenue$85,879
Expenses$122,130
Net Income-$36,251
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J LEETrustee-$0--
KAREN A LEETrustee-$0--
JUSTIN S LEETrustee-$0--
MEGAN A LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
04-6919219
Phone
5086554359
Address
112 FARM ROAD, SHERBORN, MA 01770

Signing Officer

Name
Steven J Lee
Title
Trustee
Phone
5086554359
Signed
2015-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Moses and Schreiber Llp
Address
3000 MARCUS AVE 1W5, LAKE SUCCESS, NY 11042
Preparer
Melvin Schreiber
Phone
5163527700
Raw XML AppendixShowing 400 of 754 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt513331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt89447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt153318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt513331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt531486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt827212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1217966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1613737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03M COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BALL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COACH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COACH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GENERAL DYNAMICS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GENUINE PARTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JANUS CAPITAL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LOCKHEAD MARTIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LOWES COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MCCORMICK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NOVARTIS AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14TOTAL SA ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WALGREENS BOOTS ALLIANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt056574
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36251
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01107
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01033835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01070086
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01032728
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052604
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052604
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052604
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054118
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01514
IRS990PF/DistributableAmountGrp/TotalTaxAmt01514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02893
IRS990PF/FMVAssetsEOYAmt01295498
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0506602
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0506602
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049096
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048560
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt083342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt083342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0140904
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0703625
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0638010
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0843218
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0246800
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0215950
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0246800
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0246800
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02893
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02893
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0563484
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0526126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013123
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013123
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01070086
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01032728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01295498
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01070086
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01032728
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01070086
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01032728
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01098838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt083056
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01015782
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016483
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054118
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01082355
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01098838
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,032,728
Liabilities
$0
Net assets
$1,032,728
Revenue
$85,879
Expenses
$122,130
Net income
-$36,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$0.11$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$0.10$0.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$0.08$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.12$0.04$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.11$0.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.05$0.03$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.14$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.22$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.20$0.05$0.15
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.04$0.05$0.01