Civic Intelligence

The Suzanne a and Andrew S Offit Charitable Trust

990PF • Fiscal year 2013 • EIN 04-6933631

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile
C/O Kenneth Freed 396 CommonwealthAvenWoburn, MA 02215

(617) 424-1100

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$3,349,987

Up $560,554 (+20%) from 2012

Net Assets

Up

$3,349,987

Up $560,554 (+20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin83rd percentile

Revenue

$1,481,256

No earlier filing loaded for comparison.

Expenses

Up

$920,702

Up $485,159 (+111%) from 2012

Net Income

$560,554

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,307,330Liabilities 2010: $0Net Assets 2010: $3,307,3302010Assets 2011: $3,016,444Liabilities 2011: $0Net Assets 2011: $3,016,4442011Assets 2012: $2,789,433Liabilities 2012: $0Net Assets 2012: $2,789,4332012Assets 2013: $3,349,987Liabilities 2013: $0Net Assets 2013: $3,349,9872013Assets 2014: $4,191,179Liabilities 2014: $0Net Assets 2014: $4,191,1792014Assets 2015: $4,790,857Liabilities 2015: $0Net Assets 2015: $4,790,8572015Assets 2017: $4,495,723Liabilities 2017: $0Net Assets 2017: $4,495,7232017Assets 2018: $4,480,832Liabilities 2018: $0Net Assets 2018: $4,480,8322018Assets 2019: $4,073,105Liabilities 2019: $0Net Assets 2019: $4,073,1052019Assets 2020: $3,030,510Liabilities 2020: $0Net Assets 2020: $3,030,5102020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2013

Assets$3,349,987
Liabilities$0
Net Assets$3,349,987
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $33,8672010Expenses 2011: $237,3012011Expenses 2012: $435,5432012Revenue 2013: $1,481,256Expenses 2013: $920,702Net Income 2013: $560,5542013Revenue 2014: $1,612,695Expenses 2014: $771,503Net Income 2014: $841,1922014Revenue 2015: $1,562,996Expenses 2015: $963,318Net Income 2015: $599,6782015Revenue 2017: $903,818Expenses 2017: $1,110,492Net Income 2017: -$206,6742017Revenue 2018: $839,212Expenses 2018: $854,103Net Income 2018: -$14,8912018Revenue 2019: $536,278Expenses 2019: $944,005Net Income 2019: -$407,7272019Revenue 2020: $204,601Expenses 2020: $1,247,196Net Income 2020: -$1,042,5952020Revenue 2021: $6,393Expenses 2021: $3,036,903Net Income 2021: -$3,030,5102021

Highlighted filing

2013

Revenue$1,481,256
Expenses$920,702
Net Income$560,554
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE A OFFITTrusteePT$0--
ANDREW S OFFITTrusteePT$0--
KENNETH FREEDTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6933631
Phone
6174241100

Signing Officer

Name
Andrew Offit
Title
Trustee
Phone
6174241100
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth Freed CPA
Phone
6174241100
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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/GainsMinusExcessOrLossesAmt360539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt466616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt510271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt846821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1017302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1150231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12140336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-32697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-67786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0801363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2131088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3126571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt568539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8111085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1054267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11298094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12242065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1398688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0STATE STREET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EQT MIDSTREAM PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LINN ENERGY, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MARKWEST ENERGY PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TARGA RESOURCES PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ONEOK PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PHILLIPS 66 PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RENTECH NITROGEN PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SUMMIT MIDSTREAM PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SUSSER PETROLEUM PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SUNCOKE ENERGY PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CVR PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WESTERN GAS PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ECA MARCELLUS TRUST I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FROM PASS THROUGH ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FROM PASS THROUGH ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0409959
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0560554
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03349987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02789433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03349987
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0169985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0169985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0169985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178451
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08466
IRS990PF/DistributableAmountGrp/TotalTaxAmt08466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02200
IRS990PF/FMVAssetsEOYAmt04462492
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02789433
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03349987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt037033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01360101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01159416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01628143
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01360756
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0990954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01634732
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031543
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01199617
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01199617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02789433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03349987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04462492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02789433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03349987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02789433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03349987
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03623378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0188459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03434919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054351
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0178451
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03569027
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03623378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUZANNE A OFFIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW S OFFIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENNETH FREED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101429 COMMONWEALTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111429 COMMONWEALTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12396 COMMONWEALTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WEST NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WEST NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode202215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0939864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0944097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0340510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0170475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0656775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.263339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.097238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.026927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03569027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03501835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03279774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0462469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0323937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0639554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0867910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.316694

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Filings

Displayed year

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

Open filing
Assets
$3,349,987
Liabilities
$0
Net assets
$3,349,987
Revenue
$1,481,256
Expenses
$920,702
Net income
$560,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$3.04$3.03
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.20$1.25$1.04
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.54$0.94$0.41
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.84$0.85$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.90$1.11$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.56$0.96$0.60
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.61$0.77$0.84
2013Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.48$0.92$0.56
2012Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.44
2011Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.03