Civic Intelligence

The Kate Risley Foundation Inc

990PF • Fiscal year 2015 • EIN 21-1826720

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 04, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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

88th percentile

45%

Higher net margin than 88% 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

67th percentile

4.9%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,504,813

Up $69,742 (+4.9%) from 2014

Net Assets

Up

$1,504,813

Up $69,742 (+4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Up

$155,846

Up $38,097 (+32%) from 2014

Expenses

Up

$86,104

Up $22,607 (+36%) from 2014

Net Income

Up

$69,742

Up $15,490 (+29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,311,698Liabilities 2011: $02011Assets 2012: $1,343,017Liabilities 2012: $0Net Assets 2012: $1,343,0172012Assets 2013: $1,380,819Liabilities 2013: $0Net Assets 2013: $1,380,8192013Assets 2014: $1,435,071Liabilities 2014: $0Net Assets 2014: $1,435,0712014Assets 2015: $1,504,813Liabilities 2015: $0Net Assets 2015: $1,504,8132015Assets 2016: $1,483,620Liabilities 2016: $0Net Assets 2016: $1,483,6202016Assets 2017: $1,593,323Liabilities 2017: $0Net Assets 2017: $1,593,3232017Assets 2018: $1,648,995Liabilities 2018: $0Net Assets 2018: $1,648,9952018Assets 2019: $1,622,409Liabilities 2019: $0Net Assets 2019: $1,622,4092019Assets 2020: $1,761,300Liabilities 2020: $0Net Assets 2020: $1,761,3002020Assets 2021: $1,879,927Liabilities 2021: $0Net Assets 2021: $1,879,9272021Assets 2022: $1,898,355Liabilities 2022: $0Net Assets 2022: $1,898,3552022Assets 2023: $1,867,508Liabilities 2023: $0Net Assets 2023: $1,867,5082023Assets 2024: $1,909,692Liabilities 2024: $0Net Assets 2024: $1,909,6922024

Highlighted filing

2015

Assets$1,504,813
Liabilities$0
Net Assets$1,504,813
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,281Expenses 2011: $78,403Net Income 2011: $14,8782011Expenses 2012: $66,5512012Revenue 2013: $101,028Expenses 2013: $63,226Net Income 2013: $37,8022013Revenue 2014: $117,749Expenses 2014: $63,497Net Income 2014: $54,2522014Revenue 2015: $155,846Expenses 2015: $86,104Net Income 2015: $69,7422015Revenue 2016: $65,033Expenses 2016: $86,226Net Income 2016: -$21,1932016Revenue 2017: $197,971Expenses 2017: $88,268Net Income 2017: $109,7032017Revenue 2018: $152,000Expenses 2018: $96,328Net Income 2018: $55,6722018Revenue 2019: $71,580Expenses 2019: $98,166Net Income 2019: -$26,5862019Revenue 2020: $243,034Expenses 2020: $104,143Net Income 2020: $138,8912020Revenue 2021: $235,057Expenses 2021: $116,430Net Income 2021: $118,6272021Revenue 2022: $149,953Expenses 2022: $131,525Net Income 2022: $18,4282022Revenue 2023: $93,980Expenses 2023: $124,827Net Income 2023: -$30,8472023Revenue 2024: $166,811Expenses 2024: $124,627Net Income 2024: $42,1842024

Highlighted filing

2015

Revenue$155,846
Expenses$86,104
Net Income$69,742
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Taylor RisleyPres / Director / Treas-$0--
Matthew Taylor RisleyVP / Director / Asst. Treas-$0--
Alexandra C Risley SchroederVP / Director / Sec-$0--
Mary Snyder Wolfe RisleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kate Risley Foundation Inc
EIN
21-1826720
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John T Risley
Title
president
Phone
8008391754
Signed
2016-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0148465
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0148465
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0115992
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt065300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt065300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033128
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033128
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069742
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0385363
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0115221
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0143210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt077584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt086104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0149236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0155846
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020804
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0484
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0269371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0115992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0115992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0385363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0115992
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069742
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01504813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01435071
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01504813
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt082007
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt082007
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt082007
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt083439
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01432
IRS990PF/DistributableAmountGrp/TotalTaxAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02936
IRS990PF/FMVAssetsEOYAmt01579656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0251428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0247828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0241463
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01094993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01187356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01270348
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01435071
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01504813
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01435071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01504813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01579656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01435071
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01504813
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01435071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01504813
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt046004
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025923
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024139
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01694189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066038
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01628151
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025413
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083439
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01668776
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01694189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Taylor Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Matthew Taylor Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Alexandra C Risley Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Mary Snyder Wolfe Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP / Dir / Asst. Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt071485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt072917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt055504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt055411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt059966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt071559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt066036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01668776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01633654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01502814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01406591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01394200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01337228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt077584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.214187
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt076152
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt077584
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01432
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt077584
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,504,813
Liabilities
$0
Net assets
$1,504,813
Revenue
$155,846
Expenses
$86,104
Net income
$69,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.24$0.12$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.24$0.10$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.20$0.09$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.16$0.09$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.12$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.06$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.08$0.01