Civic Intelligence

Hoffman Family Charitable Trust

990PF • Fiscal year 2017 • EIN 11-6436700

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

1845 55th StreetBrooklyn, NY 11204

(212) 219-0220

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.37x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

3.95x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

281%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$7,948,366

Up $621,620 (+8.5%) from 2016

Net Assets

Up

$5,035,154

Up $533,335 (+12%) from 2016

Liabilities

Up

$2,913,212

Up $88,285 (+3.1%) from 2016

Revenue

Up

$736,838

Up $543,297 (+281%) from 2016

Expenses

Down

$203,503

Down $42,469 (-17%) from 2016

Net Income

Up

$533,335

Up $585,766 (+1117%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,848,861Liabilities 2011: $02011Assets 2012: $6,459,131Liabilities 2012: $0Net Assets 2012: $6,459,1312012Assets 2013: $6,489,647Liabilities 2013: $1Net Assets 2013: $6,489,6472013Assets 2014: $7,227,659Liabilities 2014: $12014Assets 2015: $7,309,428Liabilities 2015: $2,755,178Net Assets 2015: $4,554,2502015Assets 2016: $7,326,746Liabilities 2016: $2,824,927Net Assets 2016: $4,501,8192016Assets 2017: $7,948,366Liabilities 2017: $2,913,212Net Assets 2017: $5,035,1542017Assets 2018: $8,188,706Liabilities 2018: $3,031,377Net Assets 2018: $5,157,3292018Assets 2019: $8,327,628Liabilities 2019: $3,360,924Net Assets 2019: $4,966,7042019Assets 2020: $8,707,742Liabilities 2020: $3,540,459Net Assets 2020: $5,167,2832020Assets 2021: $9,642,870Liabilities 2021: $3,595,795Net Assets 2021: $6,047,0752021Assets 2022: $9,360,413Liabilities 2022: $3,692,605Net Assets 2022: $5,667,8082022Assets 2023: $9,060,343Liabilities 2023: $3,924,5822023Assets 2024: $9,199,132Liabilities 2024: $4,179,198Net Assets 2024: $5,019,9342024

Highlighted filing

2017

Assets$7,948,366
Liabilities$2,913,212
Net Assets$5,035,154

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: -$1,563,122Expenses 2011: $2,249,540Net Income 2011: -$3,812,6622011Expenses 2012: $58,8332012Revenue 2013: $211,437Expenses 2013: $180,921Net Income 2013: $30,5162013Revenue 2014: $792,090Expenses 2014: $54,078Net Income 2014: $738,0122014Revenue 2015: $350,389Expenses 2015: $3,023,798Net Income 2015: -$2,673,4092015Revenue 2016: $193,541Expenses 2016: $245,972Net Income 2016: -$52,4312016Revenue 2017: $736,838Expenses 2017: $203,503Net Income 2017: $533,3352017Revenue 2018: $408,853Expenses 2018: $286,678Net Income 2018: $122,1752018Revenue 2019: $549,119Expenses 2019: $739,744Net Income 2019: -$190,6252019Revenue 2020: $441,085Expenses 2020: $240,506Net Income 2020: $200,5792020Revenue 2021: $1,020,927Expenses 2021: $141,135Net Income 2021: $879,7922021Revenue 2022: $136,216Expenses 2022: $558,203Net Income 2022: -$421,9872022Revenue 2023: $185,129Expenses 2023: $782,129Net Income 2023: -$597,0002023Revenue 2024: $551,453Expenses 2024: $829,305Net Income 2024: -$277,8522024

Highlighted filing

2017

Revenue$736,838
Expenses$203,503
Net Income$533,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE HOFFMANTrustee-$0--
SARAH HOFFMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hoffman Family Charitable Trust
EIN
11-6436700
In Care Of
% HOFFMAN FAMILY CHARITABLE TR
Address
1845 55TH STREET, BROOKLYN, NY 11204

Signing Officer

Name
George Hoffman
Title
Trustee
Phone
7186241000
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Brand Sonnenschine LLP
Address
299 Broadway Suite 600, New York, NY 10007
Preparer
Samuel Sturm
Phone
2122190220
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0158003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1316409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt244152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43344959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53223535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3173698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4354746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3173683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4354746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt073680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1316911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt245245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43518642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53578281
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/PropertyDesc0FIDELITY ST COVERED - ATCH D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN ST COVERED - ATCH D-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN LT COVERED - ATCH D-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN LT NONCOVERED - ATCH D-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYNCH ST COVERED - ATCH D-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH LT COVERED - ATCH D-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0544520
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0533335
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05035154
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04501819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05035154
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0381110
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0381110
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0381110
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0394667
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013557
IRS990PF/DistributableAmountGrp/TotalTaxAmt013557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt023000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028119
IRS990PF/FMVAssetsEOYAmt08483211
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07173653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07173653
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0354554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0382337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0309928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06391048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06945800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07553054
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0499900
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0499900
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0499900
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010014
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0658
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0658
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02824927
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02913212
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2671834
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-2138499
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07326746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07948366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08483211
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02824927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02913212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07326746
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07948366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04501819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05035154
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08013551
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0311513
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07201480
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0120203
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0500558
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0394667
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07893348
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08013551
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARAH HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01845 55TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11845 55TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0688410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0695189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02917296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0126417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.087214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.017347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.398022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.018547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.001462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07893348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07220346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07329483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07227660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06816207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06541452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.43607
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045750
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045750
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045750
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

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.20$4.18$5.02$0.55$0.83$0.28
2023Detailed filing. Detailed filing data is available for this year.$9.06$3.92$0.19$0.78$0.60
2022Detailed filing. Detailed filing data is available for this year.$9.36$3.69$5.67$0.14$0.56$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.64$3.60$6.05$1.02$0.14$0.88
2020Detailed filing. Detailed filing data is available for this year.$8.71$3.54$5.17$0.44$0.24$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$3.36$4.97$0.55$0.74$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.19$3.03$5.16$0.41$0.29$0.12
2017Detailed filing. Detailed filing data is available for this year.$7.95$2.91$5.04$0.74$0.20$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$2.82$4.50$0.19$0.25$0.05
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.31$2.76$4.55$0.35$3.02$2.67
2014Detailed filing. Detailed filing data is available for this year.$7.23$0.00$0.79$0.05$0.74
2013Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.21$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.06
2011Summary only. Only limited summary data is available for this year.$5.85$0.00$1.56$2.25$3.81