Civic Intelligence

Eugene M Sullivan MD Foundation C O Eugene M Sullivan

990PF • Fiscal year 2018 • EIN 22-2234066

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
14350 Bristol Bay PlaceFort Myers, FL 33912

(716) 827-0905

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$256

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

140%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$402,009

Up $27,290 (+7.3%) from 2017

Net Assets

Up

$402,009

Up $27,290 (+7.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$52,537

Up $30,691 (+140%) from 2017

Expenses

Up

$25,247

Up $4,731 (+23%) from 2017

Net Income

Up

$27,290

Up $25,960 (+1952%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2011: $364,274Liabilities 2011: $0Net Assets 2011: $364,2742011Assets 2012: $375,768Liabilities 2012: $0Net Assets 2012: $375,7682012Assets 2013: $378,998Liabilities 2013: $0Net Assets 2013: $378,9982013Assets 2014: $390,777Liabilities 2014: $0Net Assets 2014: $390,7772014Assets 2015: $380,294Liabilities 2015: $0Net Assets 2015: $380,2942015Assets 2016: $373,389Liabilities 2016: $0Net Assets 2016: $373,3892016Assets 2017: $374,719Liabilities 2017: $0Net Assets 2017: $374,7192017Assets 2018: $402,009Liabilities 2018: $0Net Assets 2018: $402,0092018Assets 2019: $484,585Liabilities 2019: $0Net Assets 2019: $484,5852019Assets 2020: $460,866Liabilities 2020: $0Net Assets 2020: $460,8662020Assets 2021: $459,396Liabilities 2021: $0Net Assets 2021: $459,3962021Assets 2022: $463,110Liabilities 2022: $0Net Assets 2022: $463,1102022Assets 2023: $459,928Liabilities 2023: $0Net Assets 2023: $459,9282023Assets 2024: $468,609Liabilities 2024: $0Net Assets 2024: $468,6092024

Highlighted filing

2018

Assets$402,009
Liabilities$0
Net Assets$402,009
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $24,1252011Expenses 2012: $18,8052012Revenue 2013: $20,646Expenses 2013: $17,416Net Income 2013: $3,2302013Revenue 2014: $35,051Expenses 2014: $23,272Net Income 2014: $11,7792014Revenue 2015: $11,188Expenses 2015: $21,671Net Income 2015: -$10,4832015Revenue 2016: $14,015Expenses 2016: $20,920Net Income 2016: -$6,9052016Revenue 2017: $21,846Expenses 2017: $20,516Net Income 2017: $1,3302017Revenue 2018: $52,537Expenses 2018: $25,247Net Income 2018: $27,2902018Revenue 2019: $108,047Expenses 2019: $25,471Net Income 2019: $82,5762019Revenue 2020: -$3,720Expenses 2020: $19,999Net Income 2020: -$23,7192020Revenue 2021: $18,483Expenses 2021: $19,953Net Income 2021: -$1,4702021Revenue 2022: $38,885Expenses 2022: $35,171Net Income 2022: $3,7142022Revenue 2023: $18,917Expenses 2023: $22,099Net Income 2023: -$3,1822023Revenue 2024: $33,869Expenses 2024: $25,188Net Income 2024: $8,6812024

Highlighted filing

2018

Revenue$52,537
Expenses$25,247
Net Income$27,290
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C HouseTrustee-$256-$256
Candace KelleyTrustee-$256-$256
Patricia S HuntTrustee-$256-$256
John J SullivanTrustee-$256-$256
Filing and Contact Details

Filer

Filer Name
Eugene M Sullivan MD Foundation
EIN
22-2234066
Phone
7168270905
Address
14350 Bristol Bay Place, Fort Myers, FL 33912

Signing Officer

Name
Candace Kelley
Title
Trustee
Phone
7168270905
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7165534891
Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2General Mills 2.2% 10/21/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Microsoft Corp 2% 11/3/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4VISA Inc 2.15% 9/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Bank of NY Mellon CorpMtn 2.6% 2/7/22
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115 shs Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243 shs CME Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3110 shs Carnival Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 shs Colgate Palmolive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5200 shs Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6200 shs Danaher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm775 shs Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100 shs Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9450 shs Keycorp New
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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/PersonNm0Mary C House
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Candace Kelley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Patricia S Hunt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John J Sullivan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04104 Summit Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114350 Bristol Bay Place Unit 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt216648 Killdeer Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39606 - 53rd Drive E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hamburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Fort Myers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Rockville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Bradenton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133912
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd334211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.028233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0508659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0500098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0486973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0478895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0493834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0484112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.194908
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024011
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024529
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0518
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024529
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Candace Kelley
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014350 Bristol Bay Place Unit 204
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Fort Myers
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033912
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07168679177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0File
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018405
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04687
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019842
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024529
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019842
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04611
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1591
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0512
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1656
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Kelley

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$402,009
Liabilities
$0
Net assets
$402,009
Revenue
$52,537
Expenses
$25,247
Net income
$27,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.34$0.25$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.19$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.39$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.18$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.04$0.20$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$1.08$0.25$0.83
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.53$0.25$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.14$0.21$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.11$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.23$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.21$0.17$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24