Civic Intelligence

Mackinnon Family Charitable Foundation Tr 09101999

990PF • Fiscal year 2011 • EIN 04-6925848

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 06, 2012

Organization Profile
5260 S Landings Drive Unit 130133919
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

32nd percentile

-3.6%

Faster asset growth than 32% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$688,283

Down $25,957 (-3.6%) from 2010

Net Assets

Down

$688,283

Down $25,031 (-3.5%) from 2010

Liabilities

Down

$0

Down $926 (-100%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$47,498

Up $807 (+1.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0Assets 2010: $714,240Liabilities 2010: $926Net Assets 2010: $713,3142010Assets 2011: $688,283Liabilities 2011: $0Net Assets 2011: $688,2832011Assets 2012: $676,006Liabilities 2012: $0Net Assets 2012: $676,0062012Assets 2013: $706,911Liabilities 2013: $0Net Assets 2013: $706,9112013Assets 2014: $740,905Liabilities 2014: $1Net Assets 2014: $740,9052014Assets 2015: $764,284Liabilities 2015: $1Net Assets 2015: $764,2842015Assets 2016: $761,044Liabilities 2016: $0Net Assets 2016: $761,0442016Assets 2017: $733,810Liabilities 2017: $0Net Assets 2017: $733,8102017Assets 2018: $707,157Liabilities 2018: $0Net Assets 2018: $707,1572018Assets 2019: $727,481Liabilities 2019: $1Net Assets 2019: $727,4812019Assets 2020: $873,278Liabilities 2020: $1Net Assets 2020: $873,2782020Assets 2021: $912,221Liabilities 2021: $1Net Assets 2021: $912,2212021Assets 2022: $888,520Liabilities 2022: $1Net Assets 2022: $888,5202022Assets 2023: $892,712Liabilities 2023: $12023Assets 2024: $865,226Liabilities 2024: $0Net Assets 2024: $865,2262024

Highlighted filing

2011

Assets$688,283
Liabilities$0
Net Assets$688,283
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $46,6912010Expenses 2011: $47,4982011Expenses 2012: $48,1112012Revenue 2013: $81,251Expenses 2013: $50,346Net Income 2013: $30,9052013Revenue 2014: $87,699Expenses 2014: $53,705Net Income 2014: $33,9942014Revenue 2015: $78,017Expenses 2015: $54,638Net Income 2015: $23,3792015Revenue 2016: $50,020Expenses 2016: $53,260Net Income 2016: -$3,2402016Revenue 2017: $24,805Expenses 2017: $52,039Net Income 2017: -$27,2342017Revenue 2018: $35,591Expenses 2018: $62,244Net Income 2018: -$26,6532018Revenue 2019: $82,708Expenses 2019: $62,384Net Income 2019: $20,3242019Revenue 2020: $211,418Expenses 2020: $65,621Net Income 2020: $145,7972020Revenue 2021: $95,024Expenses 2021: $56,081Net Income 2021: $38,9432021Revenue 2022: $56,592Expenses 2022: $80,293Net Income 2022: -$23,7012022Revenue 2023: $67,484Expenses 2023: $63,292Net Income 2023: $4,1922023Revenue 2024: $41,521Expenses 2024: $69,007Net Income 2024: -$27,4862024

Highlighted filing

2011

Revenue-
Expenses$47,498
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 6, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION LOUISE MACKINNONTrustee-$0--
LARRY D MACKINNONNone-$0--
JANIS L BUCKELEWNone-$0--
LYNN A VALERINone-$0--
SUSAN M BROWSENone-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN STATE UNIVERSITY LIBRARIESCHARITABLEPUBLIC CHARITYUNIVERSITY PARK, PA, US$10,000
Paid GrantESSEX ALLIANCE CHURCHEDUCATIONALPUBLIC CHARITYESSEX JUNCTION, VT, US$5,000
Paid GrantPENN STATE HERSHEY CHILDRENSCHARITABLEPUBLIC CHARITYUNIVERSITY PARK, PA, US$4,000
Paid GrantBROOKSIDE COMMUNITY CHURCHCHARITABLEPUBLIC CHARITYBROOKSIDE, NJ, US$3,000
Paid GrantTHIRD PRESBYTERIAN CHURCHEDUCATIONALPUBLIC CHARITYRICHMOND, VA, US$2,500
Paid GrantNEW JERSEY AUDUBON SOCIETYCHARITABLEPUBLIC CHARITYCAPE MAY, NJ, US$2,000
Paid GrantAMERICAN CANCER SOCIETYCHARITABLEPUBLIC CHARITYCHERRY HILL, NJ, US$1,000
Paid GrantAMERICAN HEART ASSOCIATIONCHARITABLEPUBLIC CHARITYKENDALL PARK, NJ, US$1,000
Paid GrantAMERICAN RED CROSSCHARITABLEPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantCOMMUNITY FOOD BANK OF NEW JERSEYCHARITABLEPUBLIC CHARITYEGG HARBOR TOWNSHIP, NJ, US$1,000
Paid GrantSAINT LAWRENCE UNIVERISTYEDUCATIONALPUBLIC CHARITYCANTON, NY, US$1,000
Paid GrantUNITED WAY OF CAPE MAY COUNTYCHARITABLEPUBLIC CHARITYWILDWOOD, NJ, US$1,000
Paid GrantAMERICAN FOUNDATION FOR SUICIDECHARITABLEPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantMARCH OF DIMESCHARITABLEPUBLIC CHARITYTRENTON, NJ, US$750
Paid GrantUNICEFCHARITABLEPUBLIC CHARITYNEW YORK, NY, US$750
Paid GrantATLANTIC CITY RESCUE MISSIONCHARITABLEPUBLIC CHARITYATLANTIC CITY, NJ, US$500
Paid GrantBOY SCOUTS OF AMERICACHARITABLEPUBLIC CHARITYMENDHAM, NJ, US$500
Paid GrantCENTRAL ASIA INSTITUTEEDUCATIONALPUBLIC CHARITYBOZEMAN, MT, US$500
Paid GrantISLAND CONSERVATION LONG MARINE LAB CENTER FOR OCEAN HEALTHEDUCATIONALPUBLIC CHARITYSANTA CRUZ, CA, US$500
Paid GrantOCEAN CITY TABERNACLEBUILDING FUNDPUBLIC CHARITYOCEAN CITY, NJ, US$500
Paid GrantSHORE MEMORIAL HEALTH FOUNDATIONCHARITABLEPUBLIC CHARITYSOMERS POINT, NJ, US$500
Paid GrantSKIDMORE COLLEGEEDUCATIONALPUBLIC CHARITYSARATOGA SPRINGS, NY, US$500
Paid GrantTHE NATURE CONSERVANCYCHARITABLEPUBLIC CHARITYARLINGTON, VA, US$500
Paid GrantPRESBYTERIAN FRONTIER FELLOWSHIPCHARITABLEPUBLIC CHARITYRICHFIELD, MN, US$400
Paid GrantALZHEIMERS ASSOCIATIONCHARITABLEPUBLIC CHARITYCHICAGO, IL, US$250
Paid GrantAMERICAN RED CROSSCHARITABLEPUBLIC CHARITYCAPE MAY COURTHOUSE, NJ, US$250
Paid GrantBOOKS & CULTUREEDUCATIONALPUBLIC CHARITYCAROL STREAM, IL, US$100
Filing and Contact Details

Filer

EIN
04-6925848
Raw XML AppendixShowing 400 of 858 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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DistributionFromCorpusElection/Election0TAYPAYER HEREBY ELECTS PURSUANT TO REG 53.4942(A)-3(D)(2) TO TREAT $40,000 OF THE CURRENT DISTRIBUTION AS MADE OUT OF CORPUS.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1APACHE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CISCO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3EXELON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5GENERAL ELEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15AFLAC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17AIR PRODUCTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18B H P
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CSX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20BEST BUY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GENUINE AUTO PARTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23WALMART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ALLERGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26LABORATORY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27TEVA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28APPLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29CORNING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30EMC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31INTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33AMERICAN CENTURY SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34GOLDMAN SACHS GROWTH
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38DUPONT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39DAHAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40DEERE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42ITT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock433M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45CVS/ CAREMARK
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51PRUDENTIAL FINL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54EXPRESS SCRIPTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56RESEARCH IN MOTION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57I SHARES TR MSCI EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58BOEING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59CHUBB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CONS STAPLES SELECT SECTOR SPDR TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63DELL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66GOOGLE INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67JANUS TRITON # 1174
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68MOTOROLA SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69NEXTERA ENERGY INC.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73SPDR S & P 500 EFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75THERMO FISHER SCIENTIFIC INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78UNITED PARCEL SVC INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79UTILITIES SELECT SECTOR SPDR
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss019684
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-25031
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0334141
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02783
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014969
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps040000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss047498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses022467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07498
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07498
IRS990PF/BalanceSheets/CapitalStockBOY0766082
IRS990PF/BalanceSheets/CapitalStockEOY0766082
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0232392
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0194398
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0199108
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0469669
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0461299
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0516082
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY01120
IRS990PF/BalanceSheets/OtherAssetsEOYFMV00
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0926
IRS990PF/BalanceSheets/OtherLiabilitiesEOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-52768
IRS990PF/BalanceSheets/RetainedEarningsEOY0-77799
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY012179
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY031466
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV031469
IRS990PF/BalanceSheets/TotalAssetsBOY0714240
IRS990PF/BalanceSheets/TotalAssetsEOY0688283
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0746659
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0926
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0714240
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0688283
IRS990PF/BalanceSheets/TotalNetAssetsBOY0713314
IRS990PF/BalanceSheets/TotalNetAssetsEOY0688283
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02783
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis048725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1267777
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis214856
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice049446
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1268157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice212901
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice33637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-25031
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0688283
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0713314
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0688283
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted039207
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj039207
IRS990PF/DistributableAmount/DistributableAmountBeforeDed039207
IRS990PF/DistributableAmount/MinimumInvestmentReturn039506
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0299
IRS990PF/DistributableAmount/TotalTax0299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0821
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0821
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01120
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0746659
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0802151
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances016597
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0785554
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012032
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039506
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0790119
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0802151
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$688,283
Liabilities
$0
Net assets
$688,283
Revenue
-
Expenses
$47,498
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.42$0.69$0.27
2023Detailed filing. Detailed filing data is available for this year.$8.93$0.00$0.67$0.63$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$0.57$0.80$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.00$9.12$0.95$0.56$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.00$8.73$2.11$0.66$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$0.83$0.62$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.36$0.62$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.25$0.52$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$0.00$7.61$0.50$0.53$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$0.78$0.55$0.23
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.88$0.54$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.81$0.50$0.31
2012Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.48
2011Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.47
2010Detailed filing. Detailed filing data is available for this year.$7.14$0.01$7.13$0.47