Civic Intelligence

The Engelberg Foundation Co Alfred Engelberg

990PF • Fiscal year 2015 • EIN 06-1309603

Feb 01, 2014 to Jan 31, 2015 • Filed on Nov 17, 2015

1050 North Lake WayPalm Beach, FL 33480

(212) 279-8430

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$13,499,559

Down $662,204 (-4.7%) from 2014

Net Assets

Down

$13,499,559

Down $660,769 (-4.7%) from 2014

Liabilities

Down

$0

Down $1,435 (-100%) from 2014

Revenue

Down

$1,052,001

Down $1,832,037 (-64%) from 2014

Expenses

Up

$1,712,770

Up $487,999 (+40%) from 2014

Net Income

Down

-$660,769

Down $2,320,036 (-140%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $12,708,398Liabilities 2012: $02012Assets 2013: $12,501,061Liabilities 2013: $1Net Assets 2013: $12,501,0612013Assets 2014: $14,161,763Liabilities 2014: $1,435Net Assets 2014: $14,160,3282014Assets 2015: $13,499,559Liabilities 2015: $0Net Assets 2015: $13,499,5592015Assets 2016: $16,607,600Liabilities 2016: $1Net Assets 2016: $16,607,6002016Assets 2018: $16,795,167Liabilities 2018: $13,642Net Assets 2018: $16,781,5252018Assets 2019: $14,562,622Liabilities 2019: $22,993Net Assets 2019: $14,539,6292019Assets 2020: $13,646,493Liabilities 2020: $196,945Net Assets 2020: $13,449,5482020Assets 2021: $13,502,962Liabilities 2021: $53,105Net Assets 2021: $13,449,8572021Assets 2022: $15,562,971Liabilities 2022: $7,357Net Assets 2022: $15,555,6142022Assets 2023: $13,448,804Liabilities 2023: $13,5852023Assets 2024: $14,136,917Liabilities 2024: $12024Assets 2025: $14,481,357Liabilities 2025: $0Net Assets 2025: $14,481,3572025

Highlighted filing

2015

Assets$13,499,559
Liabilities$0
Net Assets$13,499,559

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $4,274,194Expenses 2012: $4,595,441Net Income 2012: -$321,2472012Revenue 2013: $684,485Expenses 2013: $891,822Net Income 2013: -$207,3372013Revenue 2014: $2,884,038Expenses 2014: $1,224,771Net Income 2014: $1,659,2672014Revenue 2015: $1,052,001Expenses 2015: $1,712,770Net Income 2015: -$660,7692015Revenue 2016: $3,998,111Expenses 2016: $890,070Net Income 2016: $3,108,0412016Revenue 2018: $2,878,231Expenses 2018: $3,196,778Net Income 2018: -$318,5472018Revenue 2019: $1,965,116Expenses 2019: $4,207,012Net Income 2019: -$2,241,8962019Revenue 2020: $1,941,045Expenses 2020: $3,031,126Net Income 2020: -$1,090,0812020Revenue 2021: $2,818,594Expenses 2021: $2,818,285Net Income 2021: $3092021Revenue 2022: $2,207,394Expenses 2022: $101,637Net Income 2022: $2,105,7572022Revenue 2023: $3,354,550Expenses 2023: $5,474,945Net Income 2023: -$2,120,3952023Revenue 2024: $827,571Expenses 2024: $125,873Net Income 2024: $701,6982024Revenue 2025: $732,326Expenses 2025: $387,886Net Income 2025: $344,4402025

Highlighted filing

2015

Revenue$1,052,001
Expenses$1,712,770
Net Income-$660,769
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Nov 17, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED B ENGELBERGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Engelberg Foundation Co Alfred Engelberg
EIN
06-1309603
Phone
2122798430
Address
1050 NORTH LAKE WAY, PALM BEACH, FL 33480

Signing Officer

Name
Alfred Engelberg
Title
Foundation Manager
Phone
9176070885
Signed
2015-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Keith Kramer CPA
Address
462 SEVENTH AVE, NEW YORK, NY 10018
Preparer
Keith Kramer
Phone
2122798430
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1299298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21539145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt424137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt530384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3214261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-7429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5178056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-24137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3214261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-7429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5178056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-24137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt043094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1301656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31753406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4178056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt537976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LADENBURG S/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LADENBURG L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LADENBURG CAP GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NEUBERGER BERMAN BULK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DECATHLON ALPHA LP PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MKCA PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MKCA PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7YORK GLOBAL CREDIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FARALLON PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0374820
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-660769
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013499559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014160328
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013499559
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0779877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0779877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0779877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0793657
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013780
IRS990PF/DistributableAmountGrp/TotalTaxAmt013780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06376
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06376
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020156
IRS990PF/FMVAssetsEOYAmt015895205
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05000000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05000000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0190319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt076219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt068437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04589870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03896469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05068791
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08573326
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09096464
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010327570
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01435
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06376
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06376
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09160328
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08499559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0808248
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0424031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0424031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014161763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013499559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015895205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014161763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013499559
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014160328
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013499559
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016114871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0299857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015815014
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0241723
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0793657
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015873148
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016114871
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALFRED B ENGELBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01050 NORTH LAKE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02481275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02488165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01016646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0791706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04421071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02849516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03350055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.156319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.071000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.300164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.159833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.188317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015873148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014319048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012712102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014728859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017828078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt017789402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01496662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.781594
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01496662
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01496662

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$0.73$0.39$0.34
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.00$0.83$0.13$0.70
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.01$3.35$5.47$2.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.01$15.6$2.21$0.10$2.11
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.05$13.4$2.82$2.82$0.00
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.6$0.20$13.4$1.94$3.03$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.02$14.5$1.97$4.21$2.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.01$16.8$2.88$3.20$0.32
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$4.00$0.89$3.11
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.05$1.71$0.66
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$2.88$1.22$1.66
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.5$0.00$12.5$0.68$0.89$0.21
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$4.27$4.60$0.32