Civic Intelligence

Louis Greenspan Charitable Trust

990PF • Fiscal year 2014 • EIN 14-6185658

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

Organization Profile
12 Raymond AvenuePoughkeepsie, NY 12603

(845) 483-7745

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-225%

Higher net margin than 7% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

79th percentile

$6,668

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

17th percentile

-5.2%

Faster asset growth than 17% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,490,116

Down $191,005 (-5.2%) from 2013

Net Assets

$3,490,116

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin7th percentile

Revenue

Down

$84,783

Down $1,127,878 (-93%) from 2013

Expenses

Up

$275,788

Up $57,423 (+26%) from 2013

Net Income

Down

-$191,005

Down $1,185,301 (-119%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,813,291Liabilities 2011: $0Net Assets 2011: $2,813,2912011Assets 2012: $2,686,825Liabilities 2012: $02012Assets 2013: $3,681,121Liabilities 2013: $12013Assets 2014: $3,490,116Liabilities 2014: $0Net Assets 2014: $3,490,1162014Assets 2015: $3,408,716Liabilities 2015: $0Net Assets 2015: $3,408,7162015Assets 2016: $3,259,430Liabilities 2016: $0Net Assets 2016: $3,259,4302016Assets 2017: $3,729,421Liabilities 2017: $0Net Assets 2017: $3,729,4212017Assets 2019: $3,506,556Liabilities 2019: $0Net Assets 2019: $3,506,5562019Assets 2020: $3,417,870Liabilities 2020: $0Net Assets 2020: $3,417,8702020Assets 2021: $3,331,686Liabilities 2021: $0Net Assets 2021: $3,331,6862021Assets 2022: $3,149,737Liabilities 2022: $0Net Assets 2022: $3,149,7372022Assets 2023: $3,082,711Liabilities 2023: $12023Assets 2024: $2,999,599Liabilities 2024: $0Net Assets 2024: $2,999,5992024

Highlighted filing

2014

Assets$3,490,116
Liabilities$0
Net Assets$3,490,116
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $206,3132011Revenue 2012: $106,523Expenses 2012: $232,989Net Income 2012: -$126,4662012Revenue 2013: $1,212,661Expenses 2013: $218,365Net Income 2013: $994,2962013Revenue 2014: $84,783Expenses 2014: $275,788Net Income 2014: -$191,0052014Revenue 2015: $164,606Expenses 2015: $246,006Net Income 2015: -$81,4002015Revenue 2016: $90,777Expenses 2016: $240,063Net Income 2016: -$149,2862016Revenue 2017: $675,294Expenses 2017: $216,042Net Income 2017: $459,2522017Revenue 2019: $98,288Expenses 2019: $226,992Net Income 2019: -$128,7042019Revenue 2020: $116,227Expenses 2020: $204,913Net Income 2020: -$88,6862020Revenue 2021: $170,192Expenses 2021: $246,376Net Income 2021: -$76,1842021Revenue 2022: $67,873Expenses 2022: $249,822Net Income 2022: -$181,9492022Revenue 2023: $151,491Expenses 2023: $218,517Net Income 2023: -$67,0262023Revenue 2024: $158,892Expenses 2024: $242,004Net Income 2024: -$83,1122024

Highlighted filing

2014

Revenue$84,783
Expenses$275,788
Net Income-$191,005
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL F CURTINTrusteePT$6,668-$6,668
GARY KOCHTrusteePT$6,668-$6,668
Filing and Contact Details

Filer

Filer Name
Louis Greenspan Charitable Trust
EIN
14-6185658
Phone
8454837745
Address
12 RAYMOND AVENUE, POUGHKEEPSIE, NY 12603

Signing Officer

Name
Daniel F Curtin
Title
Trustee
Phone
8454837745
Signed
2015-10-01

Preparer

Firm
D'ARCANGELO & CO LLP
Address
510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
Preparer
LORILYN LAPOLLA-D'AVANZO
Phone
8454737774
Raw XML AppendixShowing 400 of 622 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2639413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2941288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3269233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3512792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3618230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3857919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt394583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4343
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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd33P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd34P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd35P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd36P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd37P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd38P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd39P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd40P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd41P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd42P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd43P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES MSCI EAFE INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FHLMC GOLD PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FHLMC GOLD PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21BRAZOS 10-1 A1 STUDENT LOAN FIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24FHLMC GOLD PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27FHLMC GOLD PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33SLM STUDENT LN 06-5 A4 FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41BRITISH AMERN TOB PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43FNMA PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17333
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-9643
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-191005
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03490116
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03681121
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03490116
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203628
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203628
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203628
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0204698
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01070
IRS990PF/DistributableAmountGrp/TotalTaxAmt01070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01208
IRS990PF/FMVAssetsEOYAmt03843587
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0116874
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt098024
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt098024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0409566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0552513
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0539909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02511244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02282395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02642818
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07695
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07944
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0415
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0249
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt07944
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0184706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0169188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0169188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03681121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03490116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03843587
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03681121
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03490116
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03681121
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03490116
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03681121
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03490116
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0458316
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0387747
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0385704
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04156310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0508970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03639846
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07494
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0204698
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04093965
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04156310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL F CURTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY KOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0BOX 5000 PMB480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14408 WEST SWANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RANCHO SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133609
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0206618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0207153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0164373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0182332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0161066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0122918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0217310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04093965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04118914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03516846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03402297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03110896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02946964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0195174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252344
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0195174
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0195174
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0195174
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,490,116
Liabilities
$0
Net assets
$3,490,116
Revenue
$84,783
Expenses
$275,788
Net income
-$191,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.24$0.08
2023Summary only. Only limited summary data is available for this year.$3.08$0.00$0.15$0.22$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.07$0.25$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.17$0.25$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.12$0.20$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.10$0.23$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.68$0.22$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.09$0.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.16$0.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.08$0.28$0.19
2013Summary only. Only limited summary data is available for this year.$3.68$0.00$1.21$0.22$0.99
2012Summary only. Only limited summary data is available for this year.$2.69$0.00$0.11$0.23$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.21