Civic Intelligence

Linton J M Tr Berkeley DIV Schol

990PF • Fiscal year 2020 • EIN 06-6071274

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,363

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$65,929

Up $1,705 (+2.7%) from 2019

Net Assets

Up

$65,929

Up $1,705 (+2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin49th percentile

Revenue

Up

$7,147

Up $2,841 (+66%) from 2019

Expenses

Up

$6,910

Up $342 (+5.2%) from 2019

Net Income

Up

$237

Up $2,499 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $75,294Liabilities 2011: $02011Assets 2012: $73,580Liabilities 2012: $02012Assets 2013: $72,289Liabilities 2013: $02013Assets 2014: $72,726Liabilities 2014: $0Net Assets 2014: $72,7262014Assets 2015: $70,219Liabilities 2015: $0Net Assets 2015: $70,2192015Assets 2016: $69,368Liabilities 2016: $0Net Assets 2016: $69,3682016Assets 2017: $66,409Liabilities 2017: $0Net Assets 2017: $66,4092017Assets 2018: $67,953Liabilities 2018: $0Net Assets 2018: $67,9532018Assets 2019: $64,224Liabilities 2019: $0Net Assets 2019: $64,2242019Assets 2020: $65,929Liabilities 2020: $0Net Assets 2020: $65,9292020Assets 2021: $64,105Liabilities 2021: $0Net Assets 2021: $64,1052021Assets 2022: $69,496Liabilities 2022: $0Net Assets 2022: $69,4962022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$65,929
Liabilities$0
Net Assets$65,929
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2011: -$1,274Expenses 2011: $4,335Net Income 2011: -$5,6092011Revenue 2012: $3,038Expenses 2012: $4,756Net Income 2012: -$1,7182012Revenue 2013: $5,383Expenses 2013: $6,668Net Income 2013: -$1,2852013Revenue 2014: $7,157Expenses 2014: $6,712Net Income 2014: $4452014Revenue 2015: $4,262Expenses 2015: $6,770Net Income 2015: -$2,5082015Revenue 2016: $1,754Expenses 2016: $2,583Net Income 2016: -$8292016Revenue 2017: $5,626Expenses 2017: $8,584Net Income 2017: -$2,9582017Revenue 2018: $6,437Expenses 2018: $4,868Net Income 2018: $1,5692018Revenue 2019: $4,306Expenses 2019: $6,568Net Income 2019: -$2,2622019Revenue 2020: $7,147Expenses 2020: $6,910Net Income 2020: $2372020Revenue 2021: $6,754Expenses 2021: $8,578Net Income 2021: -$1,8242021Revenue 2022: $15,288Expenses 2022: $9,763Net Income 2022: $5,5252022Revenue 2023: $61,761Expenses 2023: $131,398Net Income 2023: -$69,6372023

Highlighted filing

2020

Revenue$7,147
Expenses$6,910
Net Income$237
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$1,363-$1,363
Filing and Contact Details

Filer

Filer Name
Linton J M Tr Berkeley Div Schol
EIN
06-6071274
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2021-04-07
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0237
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0297
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.33 ABBVIE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11. AMAZON COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222. APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.5 OCCIDENTAL PETE CORP WT EXPIRES 08/03/2027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.5 OTIS WORLDWIDE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.4 VONTIER CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65. ALLERGAN PLC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05066
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0237
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01250
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02718
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067179
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt065929
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05841
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05841
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05841
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05919
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt078
IRS990PF/DistributableAmountGrp/TotalTaxAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt044
IRS990PF/FMVAssetsEOYAmt0134841
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt064224
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt065929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt037078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0106029
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028788
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0134841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065929
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064224
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065929
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0120175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt091539
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01803
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05919
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118372
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0120175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PROVIDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05342
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05342
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05342
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,929
Liabilities
$0
Net assets
$65,929
Revenue
$7,147
Expenses
$6,910
Net income
$237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.62$1.31$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.15$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.04$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.05$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.01$0.04$0.06