Civic Intelligence

William R Dally Tr Foundation

990PF • Fiscal year 2015 • EIN 20-2505429

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 18, 2016

Organization Profile
Fbt 301 E 4th StCincinnati, OH 45202

(513) 651-6800

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

6th percentile

-101%

Higher net margin than 6% 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

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

62nd percentile

7.8%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,729,224

Down $68,004 (-3.8%) from 2014

Net Assets

Down

$1,729,224

Down $68,004 (-3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin6th percentile

Revenue

Up

$69,390

Up $5,007 (+7.8%) from 2014

Expenses

Up

$139,674

Up $11,809 (+9.2%) from 2014

Net Income

Down

-$70,284

Down $6,802 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,887,342Liabilities 2011: $02011Assets 2012: $1,865,663Liabilities 2012: $02012Assets 2013: $1,834,395Liabilities 2013: $0Net Assets 2013: $1,834,3952013Assets 2014: $1,797,228Liabilities 2014: $0Net Assets 2014: $1,797,2282014Assets 2015: $1,729,224Liabilities 2015: $0Net Assets 2015: $1,729,2242015Assets 2016: $1,672,846Liabilities 2016: $0Net Assets 2016: $1,672,8462016Assets 2017: $1,618,402Liabilities 2017: $0Net Assets 2017: $1,618,4022017Assets 2018: $1,515,279Liabilities 2018: $0Net Assets 2018: $1,515,2792018Assets 2019: $1,476,423Liabilities 2019: $0Net Assets 2019: $1,476,4232019Assets 2020: $1,415,671Liabilities 2020: $0Net Assets 2020: $1,415,6712020Assets 2021: $1,341,257Liabilities 2021: $0Net Assets 2021: $1,341,2572021Assets 2022: $1,292,769Liabilities 2022: $0Net Assets 2022: $1,292,7692022Assets 2023: $2,808,442Liabilities 2023: $0Net Assets 2023: $2,808,4422023Assets 2024: $2,751,486Liabilities 2024: $0Net Assets 2024: $2,751,4862024

Highlighted filing

2015

Assets$1,729,224
Liabilities$0
Net Assets$1,729,224
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $36,765Expenses 2011: $110,830Net Income 2011: -$74,0652011Revenue 2012: $82,841Expenses 2012: $109,319Net Income 2012: -$26,4782012Revenue 2013: $80,282Expenses 2013: $111,837Net Income 2013: -$31,5552013Revenue 2014: $64,383Expenses 2014: $127,865Net Income 2014: -$63,4822014Revenue 2015: $69,390Expenses 2015: $139,674Net Income 2015: -$70,2842015Revenue 2016: $73,688Expenses 2016: $132,833Net Income 2016: -$59,1452016Revenue 2017: $78,384Expenses 2017: $132,608Net Income 2017: -$54,2242017Revenue 2018: $41,446Expenses 2018: $144,556Net Income 2018: -$103,1102018Revenue 2019: $111,354Expenses 2019: $150,845Net Income 2019: -$39,4912019Revenue 2020: $89,388Expenses 2020: $147,338Net Income 2020: -$57,9502020Revenue 2021: $76,441Expenses 2021: $149,997Net Income 2021: -$73,5562021Revenue 2022: $121,317Expenses 2022: $170,660Net Income 2022: -$49,3432022Revenue 2023: $68,550Expenses 2023: $173,389Net Income 2023: -$104,8392023Revenue 2024: $103,252Expenses 2024: $160,208Net Income 2024: -$56,9562024

Highlighted filing

2015

Revenue$69,390
Expenses$139,674
Net Income-$70,284
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 18, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM N KIRKHAMDirector-$0--
JACK COORSDirector-$0--
Filing and Contact Details

Filer

Filer Name
William R Dally Foundation
EIN
20-2505429
Phone
5136516800
Address
FBT 301 E 4TH ST, CINCINNATI, OH 45202

Signing Officer

Name
William N Kirkham
Title
Director
Signed
2016-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Frost Brown Todd LLC
Address
301 E 4th Street 3300 Great America, Cincinnati, OH 45202
Preparer
Sandra M Trapp CPA
Phone
5136516800
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt050006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0112017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0139674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt421403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1119632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt915030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1010520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-16096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-3863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt915030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1010520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-16096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt421076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt935035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1029616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121808
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/PropertyDesc0224 GILEAD SCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 HARLEY DAVIDSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 SMART TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc376 CALAVO GROWERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4385 LAS VEGAS SANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300 NORFOLK SOUTHERN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6139 PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc782 UNITED HEALTH GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8103.6 CHEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9672 CINCINNATI FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10518 DUPONT DE NEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114000 HALCON RES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122000 SMART TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019384
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1359
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-70284
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02777
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01732001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01797228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01729224
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0110288
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0110288
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0110288
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0111123
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/DistributableAmountGrp/TotalTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt02161518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01478033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01402529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01836706
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt079049
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt081071
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt078883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0137755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0143233
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0143233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01797228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01729224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02161518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01797228
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01729224
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01797228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01729224
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01797228
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01729224
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0102391
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0102391
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0102696
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02256300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0180496
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02075804
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033845
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0111123
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02222455

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,729,224
Liabilities
$0
Net assets
$1,729,224
Revenue
$69,390
Expenses
$139,674
Net income
-$70,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.10$0.16$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.07$0.17$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.12$0.17$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.08$0.15$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.09$0.15$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.11$0.15$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.08$0.13$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.06$0.13$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.04$0.11$0.07