Civic Intelligence

The Eugene Atwood Fund

990PF • Fiscal year 2014 • EIN 06-6044477

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 21, 2014

PO Box 270Stonington, CT 06320

(860) 443-4358

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

15th percentile

-23%

Higher net margin than 15% 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

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$1,551,231

Down $31,776 (-2.0%) from 2013

Net Assets

$1,551,231

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$131,233

Down $39,274 (-23%) from 2013

Expenses

Up

$161,626

Up $1,095 (+0.7%) from 2013

Net Income

Down

-$30,393

Down $40,369 (-405%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,589,625Liabilities 2012: $02012Assets 2013: $1,583,007Liabilities 2013: $02013Assets 2014: $1,551,231Liabilities 2014: $0Net Assets 2014: $1,551,2312014Assets 2015: $1,695,057Liabilities 2015: $0Net Assets 2015: $1,695,0572015Assets 2016: $1,651,863Liabilities 2016: $0Net Assets 2016: $1,651,8632016Assets 2017: $1,690,098Liabilities 2017: $128Net Assets 2017: $1,689,9702017Assets 2018: $1,731,630Liabilities 2018: $223Net Assets 2018: $1,731,4072018Assets 2019: $1,987,678Liabilities 2019: $252Net Assets 2019: $1,987,4262019Assets 2020: $1,925,415Liabilities 2020: $857Net Assets 2020: $1,924,5582020Assets 2021: $1,853,313Liabilities 2021: $261Net Assets 2021: $1,853,0522021Assets 2022: $1,955,990Liabilities 2022: $228Net Assets 2022: $1,955,7622022Assets 2023: $1,829,619Liabilities 2023: $204Net Assets 2023: $1,829,4152023Assets 2024: $1,776,536Liabilities 2024: $0Net Assets 2024: $1,776,5362024Assets 2025: $1,832,284Liabilities 2025: $0Net Assets 2025: $1,832,2842025

Highlighted filing

2014

Assets$1,551,231
Liabilities$0
Net Assets$1,551,231

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $470,851Expenses 2012: $149,373Net Income 2012: $321,4782012Revenue 2013: $170,507Expenses 2013: $160,531Net Income 2013: $9,9762013Revenue 2014: $131,233Expenses 2014: $161,626Net Income 2014: -$30,3932014Revenue 2015: $320,334Expenses 2015: $181,955Net Income 2015: $138,3792015Revenue 2016: $125,230Expenses 2016: $169,809Net Income 2016: -$44,5792016Revenue 2017: $221,810Expenses 2017: $189,317Net Income 2017: $32,4932017Revenue 2018: $228,107Expenses 2018: $186,670Net Income 2018: $41,4372018Revenue 2019: $489,220Expenses 2019: $233,201Net Income 2019: $256,0192019Revenue 2020: $186,655Expenses 2020: $249,523Net Income 2020: -$62,8682020Revenue 2021: $201,144Expenses 2021: $272,650Net Income 2021: -$71,5062021Revenue 2022: $344,062Expenses 2022: $241,352Net Income 2022: $102,7102022Revenue 2023: $124,530Expenses 2023: $250,877Net Income 2023: -$126,3472023Revenue 2024: $172,699Expenses 2024: $225,578Net Income 2024: -$52,8792024Revenue 2025: $260,104Expenses 2025: $204,356Net Income 2025: $55,7482025

Highlighted filing

2014

Revenue$131,233
Expenses$161,626
Net Income-$30,393
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 21, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M GENEVIEVE ATWOODTrustee-$0--
ELIZABETH DODGE WHITETrustee-$0--
JAMES C MCGUIRETrustee-$0--
LAUREL BUTLERTrustee-$0--
AMANDA ATWOOD LINDBERGTrustee-$0--
ELEANOR J SAUNDERSTrustee-$0--
KATHERINE ATWOOD GRADYTrustee-$0--
Filing and Contact Details

Filer

EIN
06-6044477
Phone
8604434358

Signing Officer

Name
James C Mcguire
Title
Trustee
Signed
2014-07-21
Discuss with paid preparer
Yes

Preparer

Preparer
Kathleen A Steamer CPA
Phone
8604432033
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30393
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0955730
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049117
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03360
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03360
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt08955
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt08955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt071530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0855
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt033712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0151040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0161626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0131233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025991
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30393
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01383
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01552614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01583007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01551231
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0162943
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt091412
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0162943
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092394
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt071531
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0982
IRS990PF/DistributableAmountGrp/TotalTaxAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06404
IRS990PF/FMVAssetsEOYAmt01940316
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025181
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037182
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0555406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0521139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0838278
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05207
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05207
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0910555
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0942483
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01014429
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt091865
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050427
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01583007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01551231
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01940316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01583007
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01551231
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01583007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01551231
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01483007
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01451231
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01876015
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092722
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01783293
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028140
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092394
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01847875
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01876015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M GENEVIEVE ATWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH DODGE WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES C MCGUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAUREL BUTLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4AMANDA ATWOOD LINDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELEANOR J SAUNDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KATHERINE ATWOOD GRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine16PO Box 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6NEW LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode006320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode106320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode206320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode306320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode406320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode506320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode606320
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0173493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0173984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0160175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0137647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0128953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0150111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0186923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.09389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09159

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.26$0.20$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.23$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.25$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.34$0.24$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.20$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.92$0.19$0.25$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.49$0.23$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.23$0.19$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.22$0.19$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.32$0.18$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.13$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$1.58$0.00$0.17$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$0.47$0.15$0.32