Civic Intelligence

The Lu Foundation

990PF • Fiscal year 2018 • EIN 20-4664674

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 25, 2019

Organization Profile
820 S Monaco PkwyDenver, CO 80224

(303) 898-0287

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,826,207

Up $27,895 (+1.0%) from 2017

Net Assets

Up

$2,826,207

Up $27,895 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin69th percentile

Revenue

Up

$190,156

Up $129,381 (+213%) from 2017

Expenses

Down

$162,261

Down $2,812 (-1.7%) from 2017

Net Income

Up

$27,895

Up $132,193 (+127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,527,722Liabilities 2010: $0Net Assets 2010: $1,527,7222010Assets 2011: $1,736,130Liabilities 2011: $0Net Assets 2011: $1,736,1302011Assets 2012: $1,706,908Liabilities 2012: $0Net Assets 2012: $1,706,9082012Assets 2013: $3,529,033Liabilities 2013: $0Net Assets 2013: $3,529,0332013Assets 2014: $3,421,495Liabilities 2014: $0Net Assets 2014: $3,421,4952014Assets 2015: $3,155,381Liabilities 2015: $0Net Assets 2015: $3,155,3812015Assets 2016: $3,017,567Liabilities 2016: $0Net Assets 2016: $3,017,5672016Assets 2017: $2,798,312Liabilities 2017: $0Net Assets 2017: $2,798,3122017Assets 2018: $2,826,207Liabilities 2018: $0Net Assets 2018: $2,826,2072018Assets 2019: $2,844,254Liabilities 2019: $0Net Assets 2019: $2,844,2542019Assets 2020: $2,861,145Liabilities 2020: $0Net Assets 2020: $2,861,1452020Assets 2021: $3,017,168Liabilities 2021: $0Net Assets 2021: $3,017,1682021Assets 2022: $3,841,348Liabilities 2022: $0Net Assets 2022: $3,841,3482022Assets 2023: $3,895,797Liabilities 2023: $12023Assets 2024: $4,012,388Liabilities 2024: $0Net Assets 2024: $4,012,3882024

Highlighted filing

2018

Assets$2,826,207
Liabilities$0
Net Assets$2,826,207
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $83,8032010Expenses 2011: $78,9432011Expenses 2012: $79,1562012Revenue 2013: $1,911,077Expenses 2013: $93,373Net Income 2013: $1,817,7042013Revenue 2014: $8,658Expenses 2014: $115,624Net Income 2014: -$106,9662014Revenue 2015: -$90,494Expenses 2015: $175,620Net Income 2015: -$266,1142015Revenue 2016: $32,733Expenses 2016: $170,547Net Income 2016: -$137,8142016Revenue 2017: $60,775Expenses 2017: $165,073Net Income 2017: -$104,2982017Revenue 2018: $190,156Expenses 2018: $162,261Net Income 2018: $27,8952018Revenue 2019: $185,538Expenses 2019: $167,491Net Income 2019: $18,0472019Revenue 2020: $196,533Expenses 2020: $179,642Net Income 2020: $16,8912020Revenue 2021: $337,452Expenses 2021: $181,429Net Income 2021: $156,0232021Revenue 2022: $742,744Expenses 2022: $212,986Net Income 2022: $529,7582022Revenue 2023: $285,926Expenses 2023: $233,604Net Income 2023: $52,3222023Revenue 2024: $370,975Expenses 2024: $254,384Net Income 2024: $116,5912024

Highlighted filing

2018

Revenue$190,156
Expenses$162,261
Net Income$27,895
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C MIKE LUPresident-$0--
C MARIA LUSecretary-$0--
Y JEFF LUDirector-$0--
CONNIE LUDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLENCDENVER, CO, US$50,000
Paid Grant-CHARITABLENCNEW YORK, NY, US$22,000
Paid Grant-CHARITABLENCSAN FRANCISCO, CA, US$15,000
Paid Grant-CHARITABLENCNEW YORK, NY, US$15,000
Paid Grant-CHARITABLENCDENVER, CO, US$11,000
Paid Grant-CHARITABLENCMADISON, WI, US$10,000
Paid Grant-CHARITABLENCDENVER, CO, US$7,500
Paid Grant-CHARITABLENCLAKE WORTH, FL, US$7,000
Paid Grant-CHARITABLENCDENVER, CO, US$5,000
Paid Grant-CHARITABLENCNEW YORK, NY, US$5,000
Paid Grant-CHARITABLENCDENVER, CO, US$5,000
Filing and Contact Details

Filer

Filer Name
The Lu Foundation
EIN
20-4664674
Phone
3038980287
Address
820 S MONACO PKWY, DENVER, CO 80224

Signing Officer

Name
Mike Lu
Title
President
Signed
2019-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Charles H Bryson II CPA
Phone
8019724800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt836375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt927042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1014764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1130852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1214982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1313965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1412243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021765
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt039024
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt051420
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FILMRISE ACQUISTIONS LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FILMRISE IX HARLAN LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt08824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt073185
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt039024
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt08824
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0121033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt063424
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039024
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt069123
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt021765
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021765
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021765
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt027895
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0461382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt051420
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt051420
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051420
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039024
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0102448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt06961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt073185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt09761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0152500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0162261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0112209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0190156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt09761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt055045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1114767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2106733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3144791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1138548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD AMERITRADE LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FILMRISE 8 HARLAN ACQUISITIONS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FILMRISE IX HARLAN LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039024
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-12232
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt027895
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02826207
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02798312
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02826207
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0154288
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0154288
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0154288
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0156337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02049
IRS990PF/DistributableAmountGrp/TotalTaxAmt02049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02835
IRS990PF/FMVAssetsEOYAmt03073595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0410727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0409883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0485471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0642494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0457350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0629150
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02798312
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01745091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01958974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01958974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02798312
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03073595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02798312
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02826207
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02798312
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02826207
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03174348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02074702
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01099646
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047615
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0156337
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03126733
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03174348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,826,207
Liabilities
$0
Net assets
$2,826,207
Revenue
$190,156
Expenses
$162,261
Net income
$27,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.25$0.12
2023Summary only. Only limited summary data is available for this year.$3.90$0.00$0.29$0.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.74$0.21$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.34$0.18$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.19$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.06$0.17$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.03$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.18$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.01$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.91$0.09$1.82
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08