Civic Intelligence

Jonathan Edwards Trust

990 • Fiscal year 2021 • EIN 06-6084676

Jan 01, 2021 to Dec 31, 2021 • Filed on May 26, 2022

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

(203) 432-0380

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

21%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

27%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,881,551

Up $325,020 (+21%) from 2020

Net Assets

Up

$1,858,013

Up $301,482 (+19%) from 2020

Liabilities

Up

$23,538

Up $23,538 from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin92nd percentile

Revenue

Up

$169,033

Up $35,801 (+27%) from 2020

Expenses

Up

$57,800

Up $8,958 (+18%) from 2020

Net Income

Up

$111,233

Up $26,843 (+32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$1,881,551
Liabilities$23,538
Net Assets$1,858,013
Open 2021 Filing

Operations Trend

Revenue Growth64th 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

2021

Revenue$169,033
Expenses$57,800
Net Income$111,233
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 26, 2022
Return Version
2021v4.0
Gross Receipts
$169,033
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$1,556,531$1,858,013▲ $301,482
Investments Other Securities$1,428,346$1,709,451▲ $281,105
Savings and Temporary Cash Investments$123,978$147,069▲ $23,091
Cash and Non-Interest-Bearing Accounts$4,207$25,031▲ $20,824
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$1,556,531$1,881,551▲ $325,020
Other Assets Total-$0-
Liabilities
Other Liabilities-$23,538-
Total Liabilities$0$23,538▲ $23,538
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,556,531$1,858,013▲ $301,482
Total Liabilities and Net Assets / Fund Balance$1,556,531$1,881,551▲ $325,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,428,347-▲ $346,198$63,792$1,709,451
2020$1,279,437-▲ $212,284$62,107$1,428,347
2019$1,145,851-▲ $194,691$59,883$1,279,437
2018$1,182,990-▲ $48,318$84,320$1,145,851
2017$1,101,640-▲ $109,060$27,156$1,182,990
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Eve Rice from 52021Trustee + Chair
Mark Ryan to May 2021Trustee + Chair
Miko McGintySec'y + Trustee
Deborah RoseTreas + Trustee
David LeonhardtTrustee
David P CalleoTrustee
Douglas CrowleyTrustee
Eve RiceTrustee
Gary HallerTrustee
Jonathan DachTrustee
Mark RyanTrustee
Masu HaqueTrustee
Michael S BarrTrustee
Suhnne AhnTrustee
Mark SaltzmanEx officio
Revenue and Support

Revenue Composition

Contributions and Grants
$13,072
Program Service Revenue
$0
Investment Income
$155,961
Other Revenue
$0
All Other Contributions
$13,072
Change in Net Assets
$111,233

Audited Revenue Reconciliation

Revenue per Audited Statements
$167,731
Revenue Not Reported on Financial Statements
$1,302
Revenue Not Reported on Form 990
$190,249
Total Revenue per Audited Statements
$357,980
Total Revenue per Form 990
$169,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,800
Total Fundraising Expense$3,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,138$5,078$2,538$13,754
Fees for Services Accounting-$3,000-$3,000
Conferences and Meetings-$1,334-$1,334
Information Technology-$654$653$1,307
Fees for Service Investment Mgmnt Fees-$1,302-$1,302
Other Expenses$7,546$397$535$397
Total Functional Expenses$42,269$11,805$3,726$57,800

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$57,800
Expenses per Audited Statements$56,498
Total Expenses per Audited Statements$56,498
Expenses Not Reported on Financial Statements$1,302
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee's co.Admin support costNo$10,154

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Exchange - reimbursements$13,236
Exchange - Philips Fund$10,302
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 Chair, 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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Deborah Rose
Title
Treasurer
Signed
2022-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Rice Chair
Formed
1966
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
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 and projects to support the educational activities of Jonathan Edwards College of Yale University. Line 1e, other expenditures, is 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. In 2018 Yale changed from quarterly to annual distributions. In 2019 Yale reverted to quarterly distributions. Distributions in 2017, 2018 and 2019 are effectively for 2, 6 and 4 quarters; 4 quarters thereafter.”

Raw XML AppendixShowing 400 of 579 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/Form990PartVIISectionAGrp/PersonNm6Michael S Barr
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IRS990/Form990PartVIISectionAGrp/PersonNm12Jonathan Dach
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee + Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treas + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0654
IRS990/InformationTechnologyGrp/TotalAmt01307
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01709451
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IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support of educational activities at Jonathan Edwards College and other components of Yale University.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01556531
IRS990/NetAssetsOrFundBalancesEOYAmt01858013
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0149105
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0149105
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0190249
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Re-printing of history book
IRS990/OtherExpensesGrp/Desc1Shipping of books
IRS990/OtherExpensesGrp/Desc2Bank and PayPal charges
IRS990/OtherExpensesGrp/Desc3Gifts
IRS990/OtherExpensesGrp/FundraisingAmt0535
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1397
IRS990/OtherExpensesGrp/ProgramServicesAmt028585
IRS990/OtherExpensesGrp/ProgramServicesAmt17546
IRS990/OtherExpensesGrp/TotalAmt028585
IRS990/OtherExpensesGrp/TotalAmt17546
IRS990/OtherExpensesGrp/TotalAmt2575
IRS990/OtherExpensesGrp/TotalAmt3397
IRS990/OtherLiabilitiesGrp/EOYAmt023538
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/PrincipalOfficerNm0Eve Rice Chair
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Support for a student intern in the Jonathan Edwards Press.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03600
IRS990/ProgSrvcAccomActy3Grp/Desc0During Calendar 2021, the Trust did not make a direct cash grant to Jonathan Edwards College of Yale University.In December 2019, the Trust had paid a grant of $45,000 to Jonathan Edwards College of Yale University, in support of various educational programs to be undertaken at Jonathan Edwards College or elsewhere at Yale University in conjunction with Jonathan Edwards College.Following the March 2020 onset of the COVID-19 Pandemic and suspension of most in-person classes and cultural events the Head of College indicated that no further grant funding would be needed through 2021.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt043665
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt089567
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt048842
IRS990/PYRevenuesLessExpensesAmt084390
IRS990/PYTotalExpensesAmt048842
IRS990/PYTotalRevenueAmt0133232
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0111233
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147069
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/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 CollegeX 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. As disclosed in Program Service Accomplishments (Part III, Line 4b) and in Sch. R, there was no cash grant to Yale University during 2021. During 2020 and 2021, the Trust, however, completed the publication of the Jonathan Edwards College history and distributed the book to alumni and students. Through June 2021, one Trustee also served as a trustee of the Yale Corporation, which is Yale University's governing Board. The dual appointment is coincidental, as the Trustee of the Trust had been elected prior to her election to the Yale Corporation.
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/ExplanationTxt2Annual grants from the Jonathan Edwards Trust support activities of Jonathan Edwards College, a component residential college of Yale University. The Head of Jonathan Edwards College uses the grants to fund various student activities at the College. Support of educational programs operated by or in cooperation with Jonathan Edwards College, including promotion of attendance by students at off-campus artistic and cultural events in the company of Fellows of the College, and sessions over meals devoted to advising and counseling of students by administrators of the College. The Trust receives reports from the Head of Jonathan Edwards College on the expenditures of funds granted to the College and on the program services supported by these expenditures. In 2021, the Trust expended $42,269 in a second printing, distribution and related costs in the publication of a history of Jonathan Edwards College, the support of an intern in the Jonathan Edwards Press, as well as communications,
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
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042269
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt042269
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01302
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01428347
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01709451
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0346198
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt063792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01279437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01428347
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0212284
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt062107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01222
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01145851
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01279437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0194691
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt059883
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01137
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01182990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01145851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048318
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt084320

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,881,551
Liabilities
$23,538
Net assets
$1,858,013
Revenue
$169,033
Expenses
$57,800
Net income
$111,233
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