Civic Intelligence

The C B Baird Jr Foundation

990PF • Fiscal year 2018 • EIN 20-6350779

Jun 01, 2017 to May 31, 2018 • Filed on Oct 12, 2018

Organization Profile
1 W 4th Street Mac D4000-041Winstonsalem, NC 27101

(817) 334-7114

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

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

48th percentile

$16,006

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

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

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,554,560

Down $33,045 (-2.1%) from 2017

Net Assets

Down

$1,554,560

Down $33,045 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin10th percentile

Revenue

Up

$73,135

Up $18,323 (+33%) from 2017

Expenses

Down

$106,421

Down $7,368 (-6.5%) from 2017

Net Income

Up

-$33,286

Up $25,691 (+44%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,614,624Liabilities 2012: $0Net Assets 2012: $1,614,6242012Assets 2013: $1,608,156Liabilities 2013: $12013Assets 2014: $1,684,610Liabilities 2014: $0Net Assets 2014: $1,684,6102014Assets 2015: $1,677,062Liabilities 2015: $02015Assets 2016: $1,670,515Liabilities 2016: $0Net Assets 2016: $1,670,5152016Assets 2017: $1,587,605Liabilities 2017: $0Net Assets 2017: $1,587,6052017Assets 2018: $1,554,560Liabilities 2018: $0Net Assets 2018: $1,554,5602018Assets 2019: $1,550,330Liabilities 2019: $0Net Assets 2019: $1,550,3302019Assets 2020: $1,530,451Liabilities 2020: $02020Assets 2021: $1,483,648Liabilities 2021: $0Net Assets 2021: $1,483,6482021Assets 2022: $1,459,122Liabilities 2022: $0Net Assets 2022: $1,459,1222022Assets 2023: $1,552,664Liabilities 2023: $0Net Assets 2023: $1,552,6642023Assets 2024: $1,568,387Liabilities 2024: $0Net Assets 2024: $1,568,3872024Assets 2025: $1,543,896Liabilities 2025: $0Net Assets 2025: $1,543,8962025

Highlighted filing

2018

Assets$1,554,560
Liabilities$0
Net Assets$1,554,560
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $119,2772012Revenue 2013: $113,458Expenses 2013: $119,926Net Income 2013: -$6,4682013Revenue 2014: $198,258Expenses 2014: $121,804Net Income 2014: $76,4542014Revenue 2015: $112,963Expenses 2015: $123,681Net Income 2015: -$10,7182015Revenue 2016: $122,450Expenses 2016: $128,997Net Income 2016: -$6,5472016Revenue 2017: $54,812Expenses 2017: $113,789Net Income 2017: -$58,9772017Revenue 2018: $73,135Expenses 2018: $106,421Net Income 2018: -$33,2862018Revenue 2019: $105,756Expenses 2019: $110,200Net Income 2019: -$4,4442019Revenue 2020: $89,851Expenses 2020: $110,052Net Income 2020: -$20,2012020Revenue 2021: $71,028Expenses 2021: $118,109Net Income 2021: -$47,0812021Revenue 2022: $101,914Expenses 2022: $126,752Net Income 2022: -$24,8382022Revenue 2023: $228,883Expenses 2023: $135,289Net Income 2023: $93,5942023Revenue 2024: $109,494Expenses 2024: $98,457Net Income 2024: $11,0372024Revenue 2025: $78,729Expenses 2025: $102,996Net Income 2025: -$24,2672025

Highlighted filing

2018

Revenue$73,135
Expenses$106,421
Net Income-$33,286
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKTrustee-$16,006-$16,006
Filing and Contact Details

Filer

Filer Name
The Cb Baird Jr Foundation
EIN
20-6350779
Phone
8173347114
Address
1 W 4TH STREET MAC D4000-041, WINSTONSALEM, NC 27101

Signing Officer

Name
Allyson B Baumeister CPA
Title
Trustee
Phone
8173347114
Signed
2018-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
801 CHERRY STREET SUITE 1400, FORT WORTH, TX 76102
Preparer
Allyson B Baumeister CPA
Phone
8178775000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt580000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt841500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt920000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DRIEHAUS ACTIVE INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JP MORGAN ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4T ROW PRICE REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AGS GLOBAL ALTERNATIVES FUND CLASS Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BOSTON PARTNERS LONG/SHORT RESEARCH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ETRACS ALERIAN MLP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8EATON VANCE GLOBAL MACRO ABSOLUTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INVESCO BALANCED RISK COMMODITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt055253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt347334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt578819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6108644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt840492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt040040
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027320
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05775
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt073135
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025448
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016006
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010671
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026677
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt077500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt077500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040040
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040040
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-33286
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0164466
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05775
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05775
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027320
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt059177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt093581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016081
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1137146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt227838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt227838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1 - LT CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM K-1 - ST CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025448
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-33286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0241
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01554560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01587605
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01554560
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096464
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096464
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096464
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt097648
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01184
IRS990PF/DistributableAmountGrp/TotalTaxAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01499
IRS990PF/FMVAssetsEOYAmt01965429
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0286567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0176324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0165370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0743650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0903751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01299782
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0443357
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0466857
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0492649
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01587605
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01554560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0114031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07628
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01587605
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01554560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01965429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01587605
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01554560
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01587605
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01554560
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01982695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01896961
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029740
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097648
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01952955
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01982695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016006

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Filings

Displayed year

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

Open filing
Assets
$1,554,560
Liabilities
$0
Net assets
$1,554,560
Revenue
$73,135
Expenses
$106,421
Net income
-$33,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.23$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.12$0.05
2020Summary only. Only limited summary data is available for this year.$1.53$0.00$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.07$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$0.11$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.20$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.12