Civic Intelligence

Harriett Gully Beadel Foundation Inc.

990PF • Fiscal year 2015 • EIN 14-1901601

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
109 N Fisk AveBrownwood, TX 76801

(325) 646-4443

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,632,611

Up $38,610 (+1.1%) from 2014

Net Assets

Up

$3,632,611

Up $38,610 (+1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin70th percentile

Revenue

Up

$283,996

Up $93,572 (+49%) from 2014

Expenses

Up

$245,386

Up $46,004 (+23%) from 2014

Net Income

Up

$38,610

Up $47,568 (+531%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,595,139Liabilities 2010: $0Net Assets 2010: $3,595,1392010Assets 2011: $3,588,408Liabilities 2011: $0Net Assets 2011: $3,588,4082011Assets 2012: $3,551,273Liabilities 2012: $0Net Assets 2012: $3,551,2732012Assets 2013: $3,602,959Liabilities 2013: $0Net Assets 2013: $3,602,9592013Assets 2014: $3,594,001Liabilities 2014: $0Net Assets 2014: $3,594,0012014Assets 2015: $3,632,611Liabilities 2015: $0Net Assets 2015: $3,632,6112015Assets 2016: $3,540,144Liabilities 2016: $0Net Assets 2016: $3,540,1442016Assets 2017: $3,504,992Liabilities 2017: $0Net Assets 2017: $3,504,9922017Assets 2018: $3,517,510Liabilities 2018: $0Net Assets 2018: $3,517,5102018Assets 2019: $3,525,062Liabilities 2019: $0Net Assets 2019: $3,525,0622019Assets 2020: $3,563,071Liabilities 2020: $0Net Assets 2020: $3,563,0712020Assets 2021: $3,760,224Liabilities 2021: $0Net Assets 2021: $3,760,2242021Assets 2022: $4,026,088Liabilities 2022: $0Net Assets 2022: $4,026,0882022Assets 2023: $3,994,316Liabilities 2023: $0Net Assets 2023: $3,994,3162023Assets 2024: $4,207,583Liabilities 2024: $0Net Assets 2024: $4,207,5832024

Highlighted filing

2015

Assets$3,632,611
Liabilities$0
Net Assets$3,632,611
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $171,3142010Expenses 2011: $146,3892011Expenses 2012: $173,5872012Revenue 2013: $230,641Expenses 2013: $178,955Net Income 2013: $51,6862013Revenue 2014: $190,424Expenses 2014: $199,382Net Income 2014: -$8,9582014Revenue 2015: $283,996Expenses 2015: $245,386Net Income 2015: $38,6102015Revenue 2016: $121,025Expenses 2016: $213,492Net Income 2016: -$92,4672016Revenue 2017: $186,182Expenses 2017: $221,334Net Income 2017: -$35,1522017Revenue 2018: $257,108Expenses 2018: $244,590Net Income 2018: $12,5182018Revenue 2019: $262,316Expenses 2019: $254,764Net Income 2019: $7,5522019Revenue 2020: $270,160Expenses 2020: $232,151Net Income 2020: $38,0092020Revenue 2021: $440,932Expenses 2021: $243,779Net Income 2021: $197,1532021Revenue 2022: $574,620Expenses 2022: $308,756Net Income 2022: $265,8642022Revenue 2023: $283,835Expenses 2023: $315,607Net Income 2023: -$31,7722023Revenue 2024: $536,750Expenses 2024: $323,483Net Income 2024: $213,2672024

Highlighted filing

2015

Revenue$283,996
Expenses$245,386
Net Income$38,610
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH EHRKETreasurer-$0--
LEONARD UNDERWOODPresident-$0--
ROBERT PORTER1st VP-$0--
VALERI DEASON2nd VP-$0--
DEBORAH CHILDSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Harriett Gully Beadel Foundation Inc
EIN
14-1901601
Phone
3256464443
Address
109 N FISK AVE, BROWNWOOD, TX 76801

Signing Officer

Name
Leonard Underwood
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kathryn J Isbell CPA PC
Address
109 N Fisk Avenue, Brownwood, TX 76801
Preparer
Kathryn J Isbell
Phone
3256464443
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt051974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt051974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt051974
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02785
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0190770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt015515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0237212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0245386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0283996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0283996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt015515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102004-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112004-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122004-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt353979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt454439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt553995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt620007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt727725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt821413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1037482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-34522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt429888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt623051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt724468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt232779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-34522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt429888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt623051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt724468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt292246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt386758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt419917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt583883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt627752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt845881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FHLM SER G013 - REDEMPTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1224 CALIFORNIA RESOURCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 REALTY INCOME GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32432 CSX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41104 TRANSOCEAN LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51704 JOHNSON CONTROLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6870 INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71268 COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8697 CONOCO PHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CHEMOURS COMPANY-FRACTIONAL SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MAY DEPT STORES CO DEB 8.125%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FHLM SER 1082 - RETURN OF PRINC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FNMA REMIC 1991 G-32 - RETURN OF PRINC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CASH IN LIEU - SOUTH32 LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt093232
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038610
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03632611
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03594001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03632611
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0205394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0205394
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0205394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0208152
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02758
IRS990PF/DistributableAmountGrp/TotalTaxAmt02758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03659
IRS990PF/FMVAssetsEOYAmt03928596
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0603
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0527
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0603
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0603
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01824
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02173
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0221641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0183687
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0184443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02063390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02044417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02087281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012850
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012850
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01214285
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01259511
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01515015
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04480
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03659
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03659
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03594001
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03632611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt064285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03594001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03632611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03928596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03594001
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03632611
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03594001
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03632611
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010719

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Filings

Displayed year

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

Open filing
Assets
$3,632,611
Liabilities
$0
Net assets
$3,632,611
Revenue
$283,996
Expenses
$245,386
Net income
$38,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.54$0.32$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.28$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.57$0.31$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.44$0.24$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.26$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.26$0.24$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.19$0.22$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.12$0.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.28$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.19$0.20$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.23$0.18$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.15
2010Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.17