Civic Intelligence

Ethel Kennedy Foundation

990PF • Fiscal year 2015 • EIN 11-2768682

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

Organization Profile
C/O Elizabeth Marran 44 Alpine StCambridge, MA 02138

(772) 231-2971

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

24th percentile

-8.1%

Higher net margin than 24% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

9.0%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$8,103,459

Down $41,174 (-0.5%) from 2014

Net Assets

Down

$8,103,459

Down $41,174 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Up

$508,180

Up $42,141 (+9.0%) from 2014

Expenses

Up

$549,354

Up $326,254 (+146%) from 2014

Net Income

Down

-$41,174

Down $284,113 (-117%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,776,596Liabilities 2010: $0Net Assets 2010: $7,776,5962010Assets 2011: $7,662,933Liabilities 2011: $0Net Assets 2011: $7,662,9332011Assets 2012: $7,450,491Liabilities 2012: $0Net Assets 2012: $7,450,4912012Assets 2013: $7,901,694Liabilities 2013: $0Net Assets 2013: $7,901,6942013Assets 2014: $8,144,633Liabilities 2014: $0Net Assets 2014: $8,144,6332014Assets 2015: $8,103,459Liabilities 2015: $0Net Assets 2015: $8,103,4592015Assets 2016: $7,844,373Liabilities 2016: $0Net Assets 2016: $7,844,3732016Assets 2017: $10,318,725Liabilities 2017: $0Net Assets 2017: $10,318,7252017Assets 2018: $10,041,401Liabilities 2018: $0Net Assets 2018: $10,041,4012018Assets 2019: $9,900,046Liabilities 2019: $0Net Assets 2019: $9,900,0462019Assets 2020: $9,643,906Liabilities 2020: $0Net Assets 2020: $9,643,9062020Assets 2021: $9,723,041Liabilities 2021: $0Net Assets 2021: $9,723,0412021Assets 2022: $9,290,488Liabilities 2022: $0Net Assets 2022: $9,290,4882022Assets 2023: $9,092,256Liabilities 2023: $0Net Assets 2023: $9,092,2562023Assets 2024: $9,009,826Liabilities 2024: $0Net Assets 2024: $9,009,8262024

Highlighted filing

2015

Assets$8,103,459
Liabilities$0
Net Assets$8,103,459
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $485,3592010Expenses 2011: $365,8622011Expenses 2012: $531,4712012Revenue 2013: $955,387Expenses 2013: $504,184Net Income 2013: $451,2032013Revenue 2014: $466,039Expenses 2014: $223,100Net Income 2014: $242,9392014Revenue 2015: $508,180Expenses 2015: $549,354Net Income 2015: -$41,1742015Revenue 2016: $241,969Expenses 2016: $501,055Net Income 2016: -$259,0862016Revenue 2017: $3,004,119Expenses 2017: $529,767Net Income 2017: $2,474,3522017Revenue 2018: $244,277Expenses 2018: $521,601Net Income 2018: -$277,3242018Revenue 2019: $410,177Expenses 2019: $551,532Net Income 2019: -$141,3552019Revenue 2020: $313,910Expenses 2020: $570,050Net Income 2020: -$256,1402020Revenue 2021: $680,516Expenses 2021: $601,381Net Income 2021: $79,1352021Revenue 2022: $325,718Expenses 2022: $758,271Net Income 2022: -$432,5532022Revenue 2023: $459,576Expenses 2023: $657,808Net Income 2023: -$198,2322023Revenue 2024: $608,215Expenses 2024: $690,645Net Income 2024: -$82,4302024

Highlighted filing

2015

Revenue$508,180
Expenses$549,354
Net Income-$41,174
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL MARRANPresident-$0--
ELIZABETH MARRANTreasurer-$0--
LYNN MARRANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ethel Kennedy Foundation
EIN
11-2768682
In Care Of
% ELIZABETH MARRAN
Phone
7722312971
Address
C/O ELIZABETH MARRAN 44 ALPINE ST, CAMBRIDGE, MA 02138

Signing Officer

Name
Elizabeth Marran
Title
Treasurer
Phone
5168748800
Signed
2016-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Frankel Loughran Starr & Vallone
Address
1475 FRANKLIN AVENUE, GARDEN CITY, NY 11530
Preparer
Seth L Starr
Phone
5168748800
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0272791
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0482461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt019716
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02210
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0506956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0549354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0494271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0508180
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0122097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt398711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt456177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-14180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5206640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt679651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-14180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5206640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0107917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt287507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3107303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5262817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN_0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN_0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN_0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN_0005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0272791
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-41174
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08103459
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08144633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08103459
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0494678
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0494678
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0494678
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0499503
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04825
IRS990PF/DistributableAmountGrp/TotalTaxAmt04825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08263
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013088
IRS990PF/FMVAssetsEOYAmt09221339
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0338134
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0338134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05745706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06003244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07121124
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02435
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02750
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02750
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07806499
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07765325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02366492
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02097465
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02097465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08144633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08103459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09221339
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08144633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08103459
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08144633
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08103459
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010142188
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02604718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07537470
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0152133
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0499503
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09990055
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010142188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt0VALE LODGE VALE OF HEALTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm0LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0NW31AX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LYNN MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 ALPINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13625 CORONADO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FULLERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192835
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0449942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0454767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0208290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0473371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0494764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0325466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0446601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09990055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09984760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09274121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08413686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08375540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08028262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0506956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225196
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0502131
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0506956
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04825
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0506956
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,103,459
Liabilities
$0
Net assets
$8,103,459
Revenue
$508,180
Expenses
$549,354
Net income
-$41,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.61$0.69$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.46$0.66$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.33$0.76$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.68$0.60$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.31$0.57$0.26
2019Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.41$0.55$0.14
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.24$0.52$0.28
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$3.00$0.53$2.47
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.51$0.55$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.47$0.22$0.24
2013Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.96$0.50$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.53
2011Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.37
2010Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.49