Civic Intelligence

Eugene M Sullivan MD Foundation C O Eugene M Sullivan

990PF • Fiscal year 2019 • EIN 22-2234066

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 07, 2022

Organization Profile
8381 Langshire WayFort 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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$283

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$484,585

Up $82,576 (+21%) from 2018

Net Assets

Up

$484,585

Up $82,576 (+21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$108,047

Up $55,510 (+106%) from 2018

Expenses

Up

$25,471

Up $224 (+0.9%) from 2018

Net Income

Up

$82,576

Up $55,286 (+203%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$484,585
Liabilities$0
Net Assets$484,585
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$108,047
Expenses$25,471
Net Income$82,576
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 7, 2022
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C HouseTrustee-$283-$283
Candace KelleyTrustee-$283-$283
Cynthia MorrisTrustee-$283-$283
John J SullivanTrustee-$283-$283
Filing and Contact Details

Filer

Filer Name
Eugene M Sullivan MD Foundation
EIN
22-2234066
Phone
7168270905
Address
8381 Langshire Way, Fort Myers, FL 33912

Signing Officer

Name
Candace Kelley
Title
Trustee
Phone
7168270905
Signed
2022-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7168270905
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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/BondNm2VISA Inc 2.15% 9/15/22
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3190 shs Cisco Systems Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm477 shs Comcast Corp New Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm564 shs Home Depot Incorporated
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3283
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/PersonNm0Mary C House
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Candace Kelley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cynthia Morris
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/AddressLine1Txt18381 Langshire Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt254 Trents Mill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39606 - 53rd Drive E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hamburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Fort Myers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Cumberland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Bradenton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133912
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd334211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt024011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0504946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0508659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0500098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0486973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0478895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0493834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213880
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt023181
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024254
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01073
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024254
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/AddressLine1Txt08381 Langshire Way
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/Amt018020
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/TotalGrantOrContriPdDurYrAmt018020
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/AppliedToCurrentYearAmt04026
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020228
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024174
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/QualifyingDistributionsAmt024254
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020228
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Mark Baehre Attorney
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0450
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$484,585
Liabilities
$0
Net assets
$484,585
Revenue
$108,047
Expenses
$25,471
Net income
$82,576
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