Civic Intelligence

Westminster Barrington Foundation

990PF • Fiscal year 2019 • EIN 20-3956194

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
65 Brickstone CircleRochester, NY 14620

(585) 461-3993

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

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

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,024,340

Up $224,766 (+8.0%) from 2018

Net Assets

Up

$3,020,104

Up $220,530 (+7.9%) from 2018

Liabilities

Up

$4,236

Up $4,236 from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin90th percentile

Revenue

Up

$414,228

Up $180,716 (+77%) from 2018

Expenses

Up

$193,698

Up $29,503 (+18%) from 2018

Net Income

Up

$220,530

Up $151,213 (+218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,696,033Liabilities 2011: $0Net Assets 2011: $1,696,0332011Assets 2012: $1,817,825Liabilities 2012: $0Net Assets 2012: $1,817,8252012Assets 2013: $1,885,035Liabilities 2013: $0Net Assets 2013: $1,885,0352013Assets 2014: $1,969,075Liabilities 2014: $0Net Assets 2014: $1,969,0752014Assets 2015: $2,087,725Liabilities 2015: $0Net Assets 2015: $2,087,7252015Assets 2016: $2,320,701Liabilities 2016: $0Net Assets 2016: $2,320,7012016Assets 2017: $2,730,259Liabilities 2017: $0Net Assets 2017: $2,730,2592017Assets 2018: $2,799,574Liabilities 2018: $0Net Assets 2018: $2,799,5742018Assets 2019: $3,024,340Liabilities 2019: $4,236Net Assets 2019: $3,020,1042019Assets 2020: $3,275,916Liabilities 2020: $424Net Assets 2020: $3,275,4922020Assets 2021: $3,168,937Liabilities 2021: $0Net Assets 2021: $3,168,9372021Assets 2022: $3,060,863Liabilities 2022: $0Net Assets 2022: $3,060,8632022Assets 2023: $3,095,460Liabilities 2023: $0Net Assets 2023: $3,095,4602023Assets 2024: $12,552,620Liabilities 2024: $1,385Net Assets 2024: $12,551,2352024

Highlighted filing

2019

Assets$3,024,340
Liabilities$4,236
Net Assets$3,020,104
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $75,4192011Expenses 2012: $82,5922012Revenue 2013: $159,504Expenses 2013: $92,294Net Income 2013: $67,2102013Revenue 2014: $183,920Expenses 2014: $99,882Net Income 2014: $84,0382014Revenue 2015: $274,322Expenses 2015: $104,594Net Income 2015: $169,7282015Revenue 2016: $344,975Expenses 2016: $112,002Net Income 2016: $232,9732016Revenue 2017: $547,855Expenses 2017: $138,298Net Income 2017: $409,5572017Revenue 2018: $233,512Expenses 2018: $164,195Net Income 2018: $69,3172018Revenue 2019: $414,228Expenses 2019: $193,698Net Income 2019: $220,5302019Revenue 2020: $455,978Expenses 2020: $200,590Net Income 2020: $255,3882020Revenue 2021: $105,531Expenses 2021: $212,510Net Income 2021: -$106,9792021Revenue 2022: $114,467Expenses 2022: $222,541Net Income 2022: -$108,0742022Revenue 2023: $269,875Expenses 2023: $235,278Net Income 2023: $34,5972023Revenue 2024: $9,665,122Expenses 2024: $209,347Net Income 2024: $9,455,7752024

Highlighted filing

2019

Revenue$414,228
Expenses$193,698
Net Income$220,530
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERTON RUBENSDir/Pres/Sec-$0--
JEFFREY RUBENSDir/V-Pres/Trea-$0--
CYNTHIA L RUBENSDir/V-Pres-$0--
Filing and Contact Details

Filer

Filer Name
Westminster Barrington Foundation
EIN
20-3956194
Phone
5854613993
Address
65 BRICKSTONE CIRCLE, ROCHESTER, NY 14620

Signing Officer

Name
Merton Rubens
Title
Dir/pres/sec
Phone
5854613993
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Davie Kaplan CPA Pc
Address
1000 FIRST FEDERAL PLAZA, ROCHESTER, NY 14614-1916
Preparer
Jeanette T Townsend CPA
Phone
5854544161
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt549750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt561850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt561850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5111600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NORDSTROM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CORTEVA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DUPONT DE NEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RAYMOND JAMES 7499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5KINDERHOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt060892
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0220530
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03020104
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02799574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03020104
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0181152
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0181152
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0181152
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0182510
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01358
IRS990PF/DistributableAmountGrp/TotalTaxAmt01358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05120
IRS990PF/FMVAssetsEOYAmt04108483
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02799574
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03020104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01961243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02207740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03219281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt029400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt029400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0102002
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0608931
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0587200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0587200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02799574
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03024340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04108483
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04236
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02799574
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03024340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02799574
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03020104
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03705795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0549922
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03155873
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0182510
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03650208
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03705795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MERTON RUBENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY RUBENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CYNTHIA L RUBENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/PRES/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIR/V-PRES/TREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIR/V-PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt065 BRICKSTONE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18921 S W 182ND TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt223 ELM STREET APT 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOMERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0152856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0154214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0143150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0116400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt098700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt093935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03650208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03483881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02961758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02399329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02037999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01941928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0170350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.209382
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0168992
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0170350
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01358
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0170350
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

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Filings

Displayed year

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

Open filing
Assets
$3,024,340
Liabilities
$4,236
Net assets
$3,020,104
Revenue
$414,228
Expenses
$193,698
Net income
$220,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$9.67$0.21$9.46
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.27$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.11$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.11$0.21$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.46$0.20$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.41$0.19$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.23$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.55$0.14$0.41
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.34$0.11$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.27$0.10$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.18$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.16$0.09$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.08