Civic Intelligence

Louis and Melba Schott Foundation

990PF • Fiscal year 2020 • EIN 20-2102454

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 10, 2021

Organization Profile
38 Fountain Square PlazaCincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

2669%

Higher net margin than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$22,413

Higher top officer pay than 68% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$980,689

Down $239,588 (-20%) from 2015

Net Assets

$980,689

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,573

Down $70,412 (-107%) from 2015

Expenses

Up

$117,479

Up $6,178 (+5.6%) from 2015

Net Income

Down

-$122,052

Down $76,590 (-168%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,342,133Liabilities 2011: $02011Assets 2012: $1,363,359Liabilities 2012: $02012Assets 2013: $1,338,901Liabilities 2013: $02013Assets 2014: $1,270,738Liabilities 2014: $02014Assets 2015: $1,220,277Liabilities 2015: $02015Assets 2020: $980,689Liabilities 2020: $0Net Assets 2020: $980,6892020Assets 2021: $1,050,674Liabilities 2021: $0Net Assets 2021: $1,050,6742021Assets 2022: $1,028,321Liabilities 2022: $0Net Assets 2022: $1,028,3212022Assets 2023: $1,708,516Liabilities 2023: $0Net Assets 2023: $1,708,5162023Assets 2024: $1,644,072Liabilities 2024: $0Net Assets 2024: $1,644,0722024Assets 2025: $1,719,892Liabilities 2025: $0Net Assets 2025: $1,719,8922025

Highlighted filing

2020

Assets$980,689
Liabilities$0
Net Assets$980,689
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $51,488Expenses 2011: $101,955Net Income 2011: -$50,4672011Revenue 2012: $120,251Expenses 2012: $98,813Net Income 2012: $21,4382012Revenue 2013: $89,981Expenses 2013: $113,790Net Income 2013: -$23,8092013Revenue 2014: $41,735Expenses 2014: $109,900Net Income 2014: -$68,1652014Revenue 2015: $65,839Expenses 2015: $111,301Net Income 2015: -$45,4622015Revenue 2020: -$4,573Expenses 2020: $117,479Net Income 2020: -$122,0522020Revenue 2021: $157,777Expenses 2021: $97,799Net Income 2021: $59,9782021Revenue 2022: $95,078Expenses 2022: $117,431Net Income 2022: -$22,3532022Revenue 2023: $797,573Expenses 2023: $117,377Net Income 2023: $680,1962023Revenue 2024: $89,035Expenses 2024: $153,475Net Income 2024: -$64,4402024Revenue 2025: $210,803Expenses 2025: $134,979Net Income 2025: $75,8242025

Highlighted filing

2020

Revenue-$4,573
Expenses$117,479
Net Income-$122,052
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 10, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$22,413-$22,413
ELIZABETH W LAPLANTEAdvisor To TrusteePT$250-$250
Filing and Contact Details

Filer

Filer Name
Louis & Melba Schott Foundation
EIN
20-2102454
Phone
5135345310
Address
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2021-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-30838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-7523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-9192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt835706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9111063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1316206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1521000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03460.209 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132.416 T. ROWE PRICE REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2782.75 T. ROWE PRICE REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc398.933 T. ROWE PRICE REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc492.612 T. ROWE PRICE REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52138.051 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65507.121 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7113. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8661. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92056. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12150. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14150. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151822.917 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-48751
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-122052
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0980689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01102738
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0980689
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt083883
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt083883
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt083883
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084087
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0204
IRS990PF/DistributableAmountGrp/TotalTaxAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt01663699
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01102738
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0980689
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-40737
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-22607
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-22607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0183767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0183767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0195042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0959708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0819529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01491264
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01102738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0980689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01663699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01102738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0980689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01102738
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0980689
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01707354
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031355
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01560634
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025610
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0115365
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084087
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01681744
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01707354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt022413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIFTH THIRD BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH W LAPLANTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISOR TO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt038 FOUNTAIN SQ PLZ MD1090VD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1106 WAREHAMS POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILLIAMSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt084509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt084713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt084013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt079065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt085153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt086022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01681744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01680478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01754961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01668163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01600059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01706832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt092717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251255
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt092513
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt092717
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0204
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt092717
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$980,689
Liabilities
$0
Net assets
$980,689
Revenue
-$4,573
Expenses
$117,479
Net income
-$122,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.21$0.13$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.09$0.15$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.80$0.12$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.10$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.00$0.12$0.12
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.07$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.04$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.09$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$0.12$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.05$0.10$0.05