Civic Intelligence

The 3 B'S Foundation Inc XXX-XX-XXXX

990PF • Fiscal year 2017 • EIN 11-3752909

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
C/O Fiduciary Tr CO 280 Park AvenueNew York, NY 10017

(212) 632-3000

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.00x

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Net Margin

90th percentile

82%

Higher net margin than 90% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

743%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$957,829

Up $228,863 (+31%) from 2016

Net Assets

Up

$957,829

Up $228,863 (+31%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin90th percentile

Revenue

Up

$280,637

Up $247,345 (+743%) from 2016

Expenses

Down

$51,673

Down $3,899 (-7.0%) from 2016

Net Income

Up

$228,964

Up $251,244 (+1128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $355,450Liabilities 2011: $02011Assets 2012: $802,820Liabilities 2012: $02012Assets 2013: $784,815Liabilities 2013: $02013Assets 2014: $779,692Liabilities 2014: $02014Assets 2015: $750,931Liabilities 2015: $0Net Assets 2015: $750,9312015Assets 2016: $728,966Liabilities 2016: $0Net Assets 2016: $728,9662016Assets 2017: $957,829Liabilities 2017: $0Net Assets 2017: $957,8292017Assets 2018: $1,085,477Liabilities 2018: $0Net Assets 2018: $1,085,4772018Assets 2019: $1,157,657Liabilities 2019: $0Net Assets 2019: $1,157,6572019Assets 2020: $1,275,023Liabilities 2020: $0Net Assets 2020: $1,275,0232020Assets 2021: $1,347,825Liabilities 2021: $0Net Assets 2021: $1,347,8252021Assets 2022: $1,509,807Liabilities 2022: $0Net Assets 2022: $1,509,8072022Assets 2023: $1,682,475Liabilities 2023: $0Net Assets 2023: $1,682,4752023Assets 2024: $1,915,763Liabilities 2024: $0Net Assets 2024: $1,915,7632024

Highlighted filing

2017

Assets$957,829
Liabilities$0
Net Assets$957,829
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $24,027Expenses 2011: $23,692Net Income 2011: $3352011Revenue 2012: $477,850Expenses 2012: $27,230Net Income 2012: $450,6202012Revenue 2013: $25,941Expenses 2013: $47,039Net Income 2013: -$21,0982013Revenue 2014: $49,109Expenses 2014: $52,047Net Income 2014: -$2,9382014Revenue 2015: $25,167Expenses 2015: $55,441Net Income 2015: -$30,2742015Revenue 2016: $33,292Expenses 2016: $55,572Net Income 2016: -$22,2802016Revenue 2017: $280,637Expenses 2017: $51,673Net Income 2017: $228,9642017Revenue 2018: $188,193Expenses 2018: $60,751Net Income 2018: $127,4422018Revenue 2019: $145,066Expenses 2019: $72,941Net Income 2019: $72,1252019Revenue 2020: $199,527Expenses 2020: $82,077Net Income 2020: $117,4502020Revenue 2021: $172,718Expenses 2021: $99,975Net Income 2021: $72,7432021Revenue 2022: $278,355Expenses 2022: $115,509Net Income 2022: $162,8462022Revenue 2023: $285,462Expenses 2023: $111,801Net Income 2023: $173,6612023Revenue 2024: $363,624Expenses 2024: $129,597Net Income 2024: $234,0272024

Highlighted filing

2017

Revenue$280,637
Expenses$51,673
Net Income$228,964
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C BEEBE IIIDirector-$0--
SCOTT M BEEBEDirector-$0--
EVELYN BEEBEDirector-$0--
Filing and Contact Details

Filer

Filer Name
THE 3 B'S FOUNDATION INC
EIN
11-3752909
Phone
2126323000
Address
C/O FIDUCIARY TR CO 280 PARK AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Scott Beebe
Title
Trustee
Phone
2126323000
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company International
Address
280 PARK AVENUE, NEW YORK, NY 10017
Preparer
Karen Wong
Phone
2126323000
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0618
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0280637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03816
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt89028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt318960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-1731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt318960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt328577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc055 ISHARES 3-7 YEAR TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1547.026 OAK RIDGE SMALL CA FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23213.232 FRANKLIN INVS SEC RETURN FD ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330 ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4120 UNITED TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 AMETEK INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6.7273 BRIGHTHOUSE FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750 PALO ALTO NETWORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8175 CERNER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc965 CVS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1095 NEWELL RUBBERMAID INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028846
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0228964
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0201
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0958131
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0728966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0957829
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052165
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052165
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052165
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053035
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0870
IRS990PF/DistributableAmountGrp/TotalTaxAmt0870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt01300786
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0728966
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0957829
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt036168
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100525
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100525
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0162316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0149089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0145903
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0530482
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0613215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0959358
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt095000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt095000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0728966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0957829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01300786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0728966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0957829
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0728966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0957829
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01076851
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt091560
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0985291
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016153
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053035
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01060698
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01076851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$957,829
Liabilities
$0
Net assets
$957,829
Revenue
$280,637
Expenses
$51,673
Net income
$228,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.36$0.13$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.29$0.11$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.28$0.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.17$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.20$0.08$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.19$0.06$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.28$0.05$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.03$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$0.78$0.00$0.05$0.05$0.00
2013Summary only. Only limited summary data is available for this year.$0.78$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.48$0.03$0.45
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.02$0.02$0.00