Civic Intelligence

Jonathan Edwards Trust

990 • Fiscal year 2016 • EIN 06-6084676

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

Organization ProfileN/A
68 High St Jonathan Edwrd CollegeNew Haven, CT 06511

(203) 432-0380

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

52nd percentile

1.8%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,189,095

Up $20,538 (+1.8%) from 2015

Net Assets

Up

$1,189,095

Up $20,538 (+1.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Down

$85,501

Down $35,819 (-30%) from 2015

Expenses

Down

$62,244

Down $38,116 (-38%) from 2015

Net Income

Up

$23,257

Up $2,297 (+11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $921,716Liabilities 2010: $0Net Assets 2010: $921,7162010Assets 2011: $987,565Liabilities 2011: $0Net Assets 2011: $987,5652011Assets 2012: $996,973Liabilities 2012: $0Net Assets 2012: $996,9732012Assets 2013: $1,103,957Liabilities 2013: $0Net Assets 2013: $1,103,9572013Assets 2014: $1,171,497Liabilities 2014: $0Net Assets 2014: $1,171,4972014Assets 2015: $1,168,557Liabilities 2015: $0Net Assets 2015: $1,168,5572015Assets 2016: $1,189,095Liabilities 2016: $0Net Assets 2016: $1,189,0952016Assets 2017: $1,231,277Liabilities 2017: $0Net Assets 2017: $1,231,2772017Assets 2018: $1,211,917Liabilities 2018: $0Net Assets 2018: $1,211,9172018Assets 2019: $1,349,408Liabilities 2019: $0Net Assets 2019: $1,349,4082019Assets 2020: $1,556,531Liabilities 2020: $0Net Assets 2020: $1,556,5312020Assets 2021: $1,881,551Liabilities 2021: $23,538Net Assets 2021: $1,858,0132021Assets 2022: $1,718,815Liabilities 2022: $7,506Net Assets 2022: $1,711,3092022Assets 2023: $1,676,090Liabilities 2023: $0Net Assets 2023: $1,676,0902023Assets 2024: $1,930,816Liabilities 2024: $600Net Assets 2024: $1,930,2162024

Highlighted filing

2016

Assets$1,189,095
Liabilities$0
Net Assets$1,189,095
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0Revenue 2010: $45,228Expenses 2010: $40,000Net Income 2010: $5,2282010Expenses 2011: $8982011Expenses 2012: $83,8502012Revenue 2013: $66,370Expenses 2013: $47,499Net Income 2013: $18,8712013Revenue 2014: $87,088Expenses 2014: $47,386Net Income 2014: $39,7022014Revenue 2015: $121,320Expenses 2015: $100,360Net Income 2015: $20,9602015Revenue 2016: $85,501Expenses 2016: $62,244Net Income 2016: $23,2572016Revenue 2017: $81,226Expenses 2017: $74,871Net Income 2017: $6,3552017Revenue 2018: $102,427Expenses 2018: $80,209Net Income 2018: $22,2182018Revenue 2019: $96,316Expenses 2019: $64,449Net Income 2019: $31,8672019Revenue 2020: $133,232Expenses 2020: $48,842Net Income 2020: $84,3902020Revenue 2021: $169,033Expenses 2021: $57,800Net Income 2021: $111,2332021Revenue 2022: $149,185Expenses 2022: $133,338Net Income 2022: $15,8472022Revenue 2023: $106,150Expenses 2023: $102,479Net Income 2023: $3,6712023Revenue 2024: $284,239Expenses 2024: $71,124Net Income 2024: $213,1152024

Highlighted filing

2016

Revenue$85,501
Expenses$62,244
Net Income$23,257
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.0
Gross Receipts
$289,983
Mission and Program Overview

Mission

Support of educational activities at Jonathan Edwards College and other components of Yale University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,168,557$1,189,095▲ $20,538
Investments Other Securities$1,072,224$1,101,640▲ $29,416
Savings and Temporary Cash Investments$96,333$87,455▼ $8,878
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,168,557$1,189,095▲ $20,538
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,168,557$1,189,095▲ $20,538
Total Liabilities and Net Assets / Fund Balance$1,168,557$1,189,095▲ $20,538

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,072,224-▲ $82,022$51,532$1,101,640
2015$1,080,530-▲ $91,647$98,908$1,072,224
2014$1,017,083-▲ $113,862$49,407$1,080,530
2013$864,852$45,700▲ $153,164$45,700$1,017,083
2012$826,946-▲ $84,757$45,036$864,852
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mark RyanTrustee + Chair
Deborah RoseTreas + Trustee
Anne WojcickiTrustee
David P CalleoTrustee
Eve RiceTrustee
Gary HallerTrustee
Marvin Krislov to 5302016Trustee
Michael Barr from 5302016Trustee
Suhnne AhnTrustee
Douglas CrowleyTrustee + Sec'y
Miko McGinty from 5302016Trustee + Sec'y
Michael HawleyTrustee/ViceChr
Mark Saltzman from 5302016Ex officio
Penelope Laurans to 5302016Ex officio
Revenue and Support

Revenue Composition

Contributions and Grants
$700
Program Service Revenue
$0
Investment Income
$84,801
Other Revenue
$0
All Other Contributions
$700
Change in Net Assets
$23,257

Audited Revenue Reconciliation

Revenue per Audited Statements
$85,501
Revenue Not Reported on Form 990
$-2,718
Total Revenue per Audited Statements
$82,783
Total Revenue per Form 990
$85,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,129
Other Expenses$3,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,129--$59,129
Fees for Services Accounting-$2,030-$2,030
Fees for Service Investment Mgmnt Fees-$1,082-$1,082
Other Expenses-$3-$3
Total Functional Expenses$59,129$3,115$0$62,244

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$62,244
Total Expenses per Audited Statements$62,244
Total Expenses per Form 990$62,244
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale UniversityNew Haven, CT501(c)(3)Emily Saslow Fund$59,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The trustees have engaged a CPA, to assist with the accounting and preparation of Form 990. The Form 990 is prepared by the CPA, then reviewed with the Treasurer and officers, before being provided to the Trustees and electronically filed with IRS..”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Trust makes its governing documents and financial statements available to the public in accordance with the requirements of state law..”

Form 990, Part VI, Sec. C, Line 20 - Custodian of Records

“Deborah Rose, Treasurer, c/o J.E. Head of College's Office, 68 High Street, New Haven, CT 06511, Phone: 203-432-2698..”

Filing and Contact Details

Filer

Filer Name
Jonathan Edwards Trust
EIN
06-6084676
Phone
2034320380
Address
68 High St Jonathan Edwrd College, New Haven, CT 06511

Signing Officer

Name
Deborah Rose
Title
Treasurer
Signed
2017-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ryan
Formed
1966
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107-2405
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Income from the endowment is used to fund grants to support the educational activities of Jonathan Edwards College of Yale University. Amounts shown on Line 1e, other expenditures, are spendable income distributed from the endowment account, based on Yale's endowment spending policy, not necessarily the amounts expended by the Trust in the same year. A distribution of $52,275 was taken in 2015, to fund a 2016 grant of $59,129 to Yale for a memorial student award fund. The income distribution paid in October 2012, was reinvested in the endowment, shown in 2013 as "Contributions", Line 1b(a).”

Raw XML AppendixShowing 400 of 568 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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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022571
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01072224
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01101640
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0204482
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support of educational activities at Jonathan Edwards College and other components of Yale University.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01168557
IRS990/NetAssetsOrFundBalancesEOYAmt01189095
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt062230
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062230
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2719
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03
IRS990/OtherExpensesGrp/TotalAmt03
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mark Ryan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0In December 2015, a grant of $47,000 was paid to Jonathan Edwards College of Yale University, in support of various educational prgrams to be undertaken in 2016 at Jonathan Edwards College or elsewhere at Yale University in conjunction with Jonathan Edwards College. Another grant was paid in March 2017.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt097000
IRS990/PYInvestmentIncomeAmt0115620
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03360
IRS990/PYRevenuesLessExpensesAmt020960
IRS990/PYTotalExpensesAmt0100360
IRS990/PYTotalRevenueAmt0121320
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023257
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087455
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustees of the Jonathan Edwards Trust are self-perpetuating, under the terms of the trust indenture. The Head of Jonathan Edwards College ("Head of College" or "Head"), a Yale University employee who is appointed by the President of Yale University, serves as an ex-officio member of the Trust's Board of Trustees. The Head of College is included in all substantive decisions through close and continuous email or telephone conversations, in addition to attending the annual Board of Trustee meetings. The Trust's annual grant to Yale University is is paid to the Head of College's account and spent in accordance with the priorities and budget established by the Head of College in consultation with the Trustees.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust invests its assets substantially in the endowment pool managed by, and in the custody of, the University, i.e., "The Yale Endowment". The University distributes to the Trust in accordance with the University's spending policy. The Trust's spending is consistent with the University's spending policy.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The annual grant from the Jonathan Edwards Trust supports activities of Jonathan Edwards College, a component residential college of Yale University. The Head of Jonathan Edwards College uses the grant to fund various student activities at the College. In 2016, the Trust transferred cash to establish the Emily Saslow Fund at Yale University.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt059129
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt059129
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01074
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01072224
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01101640
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt082022
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt051532
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01045
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01080530
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01072224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091647
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt098908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01017083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01080530
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049407
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0864852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt045700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01017083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt045700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01815
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0826946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0864852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt045036
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt062244
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2718
IRS990ScheduleD/RelatedOrgListSchRInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,189,095
Liabilities
$0
Net assets
$1,189,095
Revenue
$85,501
Expenses
$62,244
Net income
$23,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.17$0.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.00
2010Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.05$0.04$0.01