Civic Intelligence

The Lorne Weil Charitable Foundation

990PF • Fiscal year 2019 • EIN 13-4078531

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization Profile
250 W 57th St Rm/Ste 415New York, NY 10107

(516) 747-6000

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-179%

Higher net margin than 14% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

24th percentile

-4.8%

Faster asset growth than 24% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

-4.3%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$2,364,924

Down $119,917 (-4.8%) from 2018

Net Assets

Down

$2,364,924

Down $119,917 (-4.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin14th percentile

Revenue

Down

$67,174

Down $3,050 (-4.3%) from 2018

Expenses

Down

$187,091

Down $114,737 (-38%) from 2018

Net Income

Up

-$119,917

Up $111,687 (+48%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $785,958Liabilities 2010: $0Net Assets 2010: $785,9582010Assets 2011: $457,939Liabilities 2011: $02011Assets 2012: $207,070Liabilities 2012: $0Net Assets 2012: $207,0702012Assets 2013: $109,744Liabilities 2013: $0Net Assets 2013: $109,7442013Assets 2014: $1,299,139Liabilities 2014: $0Net Assets 2014: $1,289,7452014Assets 2015: $986,871Liabilities 2015: $0Net Assets 2015: $986,8712015Assets 2016: $2,438,169Liabilities 2016: $0Net Assets 2016: $2,438,1692016Assets 2017: $2,716,445Liabilities 2017: $0Net Assets 2017: $2,716,4452017Assets 2018: $2,484,841Liabilities 2018: $0Net Assets 2018: $2,484,8412018Assets 2019: $2,364,924Liabilities 2019: $0Net Assets 2019: $2,364,9242019Assets 2020: $2,221,238Liabilities 2020: $0Net Assets 2020: $2,221,2382020Assets 2021: $2,316,886Liabilities 2021: $0Net Assets 2021: $2,316,8862021Assets 2022: $2,151,792Liabilities 2022: $0Net Assets 2022: $2,151,7922022Assets 2023: $1,967,330Liabilities 2023: $0Net Assets 2023: $1,967,3302023Assets 2024: $1,865,617Liabilities 2024: $0Net Assets 2024: $1,865,6172024

Highlighted filing

2019

Assets$2,364,924
Liabilities$0
Net Assets$2,364,924
Open 2019 Filing

Operations Trend

Revenue Growth49th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $559,2242010Revenue 2011: $62,604Expenses 2011: $390,623Net Income 2011: -$328,0192011Expenses 2012: $289,3702012Revenue 2013: $54,248Expenses 2013: $151,574Net Income 2013: -$97,3262013Revenue 2014: $1,486,187Expenses 2014: $306,186Net Income 2014: $1,180,0012014Revenue 2015: $21,729Expenses 2015: $333,997Net Income 2015: -$312,2682015Revenue 2016: $1,729,600Expenses 2016: $278,302Net Income 2016: $1,451,2982016Revenue 2017: $895,504Expenses 2017: $307,316Net Income 2017: $588,1882017Revenue 2018: $70,224Expenses 2018: $301,828Net Income 2018: -$231,6042018Revenue 2019: $67,174Expenses 2019: $187,091Net Income 2019: -$119,9172019Revenue 2020: $59,470Expenses 2020: $203,156Net Income 2020: -$143,6862020Revenue 2021: $284,452Expenses 2021: $188,804Net Income 2021: $95,6482021Revenue 2022: $62,680Expenses 2022: $227,774Net Income 2022: -$165,0942022Revenue 2023: $35,083Expenses 2023: $219,545Net Income 2023: -$184,4622023Revenue 2024: $134,161Expenses 2024: $235,874Net Income 2024: -$101,7132024

Highlighted filing

2019

Revenue$67,174
Expenses$187,091
Net Income-$119,917
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A LORNE WEILPres, Direct-$0--
RICHARD WEILVP, Director-$0--
JOHN NOVOGROD CO MCLAUGHLINSTERNSecy, Treas.-$0--
Filing and Contact Details

Filer

Filer Name
Lorne Weil Charitable Foundation
EIN
13-4078531
Phone
5167476000
Address
250 W 57TH ST RM/STE 415, NEW YORK, NY 10107

Signing Officer

Name
A Lorne Weil
Title
Pres, Director
Phone
2123189190
Signed
2020-07-02
Discuss with paid preparer
Yes

Preparer

Firm
ZIGMAN LEVINE & FISCHGRUND CPA'S PC
Address
200 GARDEN CITY PLAZA STE 202, GARDEN CITY, NY 11530
Preparer
Sol Zigman
Phone
5167476000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COGNIZANT TECHNOLOGY SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COSTCO WHOLESALE CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EAST WEST BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JOHNSON CTLS INTL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEW YORK COMMUNITY BANKCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NICE SYSTEMS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PZIFER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROCHE HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AMERICAN TOWER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WEYERHAEUSER CO REIT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050005
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt049996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt076827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1101480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt454700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5172490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt794848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1THE OAKMARK INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WCM FOCUSED INTERNATIONAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JPMORGAN STRATEGIC INC OPPORTUNITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MANNING & NAPIER WORLD OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5THE OSTERWEIS STRATEGIC INC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD INTERMEDIATE TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD SHORT-TERM INVESTMENT-GRADE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WELLS FARGO ABSOLUTE RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES TR RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES TR 1-3 YR CR BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JPMORGAN CHASE & CO ALERIAN MLP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD INTL EQUITY INDEX ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt074830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt453494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5186379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt619629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt797834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt043120
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07013
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt015330
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt01711
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt067174
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067174
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-119917
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0695432
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015330
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015330
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017541
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017541
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0163650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0187091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023441
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-119917
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02364924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02484841
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02364924
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0135777
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0135777
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0135777
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136511
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0734
IRS990PF/DistributableAmountGrp/TotalTaxAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0540
IRS990PF/FMVAssetsEOYAmt02798571
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02484841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0604278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0691730
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0717452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0770127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0790460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01187354
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0915130
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0657401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0668441
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02364924
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt095634
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0175328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0175328
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02484841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02364924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02798571
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02484841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02364924
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02484841
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02364924
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt099672
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050005
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt049996
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02771790
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112906
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02658884
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041577
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136511
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02730213
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02771790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,364,924
Liabilities
$0
Net assets
$2,364,924
Revenue
$67,174
Expenses
$187,091
Net income
-$119,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$0.24$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.04$0.22$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.06$0.23$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.28$0.19$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.06$0.20$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.19$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.07$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.90$0.31$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$1.73$0.28$1.45
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.33$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$1.49$0.31$1.18
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.05$0.15$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.29
2011Summary only. Only limited summary data is available for this year.$0.46$0.00$0.06$0.39$0.33
2010Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.56