Civic Intelligence

Templeton Foundation Inc.

990PF • Fiscal year 2013 • EIN 22-6035108

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization Profile
300 Conshohocken State Roadsuite Suite 55019428

(484) 531-8380

Siviq Scores

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

Liabilities / Assets

51st percentile

0.17x

Higher debt load relative to assets than 51% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

81st percentile

1.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

25th percentile

-4.1%

Higher net margin than 25% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

78th percentile

$250,518

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$10,887,870

Up $1,263,644 (+13%) from 2012

Net Assets

Up

$9,047,118

Up $434,909 (+5.0%) from 2012

Liabilities

Up

$1,840,752

Up $828,735 (+82%) from 2012

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin25th percentile

Revenue

$1,573,125

No earlier filing loaded for comparison.

Expenses

Down

$1,637,522

Down $93,350 (-5.4%) from 2012

Net Income

-$64,397

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,647,364Liabilities 2010: $760,482Net Assets 2010: $7,886,8822010Assets 2011: $9,839,333Liabilities 2011: $2,406,015Net Assets 2011: $7,433,3182011Assets 2012: $9,624,226Liabilities 2012: $1,012,017Net Assets 2012: $8,612,2092012Assets 2013: $10,887,870Liabilities 2013: $1,840,752Net Assets 2013: $9,047,1182013Assets 2014: $10,646,439Liabilities 2014: $1,546,210Net Assets 2014: $9,100,2292014Assets 2015: $10,893,345Liabilities 2015: $2,475,945Net Assets 2015: $8,417,4002015Assets 2016: $11,130,603Liabilities 2016: $2,393,478Net Assets 2016: $8,737,1252016Assets 2017: $11,134,335Liabilities 2017: $1,253,695Net Assets 2017: $9,880,6402017Assets 2018: $10,596,377Liabilities 2018: $1,914,265Net Assets 2018: $8,682,1122018Assets 2019: $10,887,337Liabilities 2019: $1,682,157Net Assets 2019: $9,205,1802019Assets 2020: $11,066,710Liabilities 2020: $1,600,628Net Assets 2020: $9,466,0822020Assets 2021: $10,574,419Liabilities 2021: $876,549Net Assets 2021: $9,697,8702021Assets 2022: $7,366,981Liabilities 2022: $168,517Net Assets 2022: $7,198,4642022Assets 2023: $6,946,212Liabilities 2023: $0Net Assets 2023: $6,946,2122023Assets 2024: $7,974,330Liabilities 2024: $5,839Net Assets 2024: $7,968,4912024

Highlighted filing

2013

Assets$10,887,870
Liabilities$1,840,752
Net Assets$9,047,118
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,250,3162010Expenses 2011: $1,461,8412011Expenses 2012: $1,730,8722012Revenue 2013: $1,573,125Expenses 2013: $1,637,522Net Income 2013: -$64,3972013Revenue 2014: $1,551,033Expenses 2014: $1,670,192Net Income 2014: -$119,1592014Revenue 2015: $2,013,736Expenses 2015: $2,088,424Net Income 2015: -$74,6882015Revenue 2016: $2,011,682Expenses 2016: $1,875,893Net Income 2016: $135,7892016Revenue 2017: $2,542,667Expenses 2017: $1,825,286Net Income 2017: $717,3812017Revenue 2018: $1,179,471Expenses 2018: $1,338,414Net Income 2018: -$158,9432018Revenue 2019: $1,059,608Expenses 2019: $1,423,146Net Income 2019: -$363,5382019Revenue 2020: $1,515,378Expenses 2020: $1,304,054Net Income 2020: $211,3242020Revenue 2021: $980,320Expenses 2021: $1,217,820Net Income 2021: -$237,5002021Revenue 2022: $171,386Expenses 2022: $1,264,672Net Income 2022: -$1,093,2862022Revenue 2023: -$273,225Expenses 2023: $567,985Net Income 2023: -$841,2102023Revenue 2024: $363,840Expenses 2024: $115,162Net Income 2024: $248,6782024

Highlighted filing

2013

Revenue$1,573,125
Expenses$1,637,522
Net Income-$64,397
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN ARELLANOVice PresidentFT$223,889$26,629$250,518
SCOTT PHILLIPSTrustee-$11,000-$11,000
John M Templeton JrTrustee / President-$3,200-$3,200
Handly TempletonTrustee-$3,200-$3,200
Harvey Templeton IIITrustee/ Secretary-$2,900-$2,900
Ann CameronTrustee / Treasurer-$2,600-$2,600
Josephine TempletonTrustee-$2,000-$2,000
Jeff DillTrustee-$2,000-$2,000
Avery LloydTrustee-$2,000-$2,000
Wendy BrooksTrustee-$2,000-$2,000
DAVID MYERSTrustee-$2,000-$2,000
Christopher TempletonTrustee-$2,000-$2,000
Gail ZimmermanTrustee-$1,100-$1,100
JUDITH MARCHANDSecretary Part Of Year-$0--
VALERIE MARTINAssistant Treasurer-$0--
Filing and Contact Details

Filer

EIN
22-6035108
In Care Of
% VALERIE MARTIN
Phone
4845318380

Signing Officer

Name
Valerie Martin
Title
Assistant Treasurer
Phone
6109412828
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Frank Giardini
Phone
6109412828
Raw XML AppendixShowing 400 of 597 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PATRICIA A VERGILIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SHARON KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PRODUCTION MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PUBLICITY COORDINATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine10300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine11300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City0WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City1WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode019428
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt141.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt140
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN ARELLANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John M Templeton Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gail Zimmerman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Handly Templeton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ann Cameron
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Harvey Templeton III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Josephine Templeton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jeff Dill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Avery Lloyd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Wendy Brooks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10DAVID MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Christopher Templeton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12JUDITH MARCHAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13VALERIE MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14SCOTT PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee / President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee / Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE/ secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12SECRETARY PART OF YEAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine16300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine17300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine18300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine19300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine110300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine112300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine114300 CONSHOHOCKEN STATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City8WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City9WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City10WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City11WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City12WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City13WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City14WEST CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State7PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State8PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State9PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State10PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State11PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State12PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State13PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State14PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode019428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode119428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode219428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode319428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode419428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode519428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode619428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode719428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode819428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode919428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1019428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1119428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1219428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1319428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1419428
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02315751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02318452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01467503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01319002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01568899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01809056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01879342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.259581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.171619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.167058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.222236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.37105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.365942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08921110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08550946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07895453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07059608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04875510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05135630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01530238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.297905

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,887,870
Liabilities
$1,840,752
Net assets
$9,047,118
Revenue
$1,573,125
Expenses
$1,637,522
Net income
-$64,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.97$0.01$7.97$0.36$0.12$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.27$0.57$0.84
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.17$7.20$0.17$1.26$1.09
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.88$9.70$0.98$1.22$0.24
2020Detailed filing. Detailed filing data is available for this year.$11.1$1.60$9.47$1.52$1.30$0.21
2019Detailed filing. Detailed filing data is available for this year.$10.9$1.68$9.21$1.06$1.42$0.36
2018Detailed filing. Detailed filing data is available for this year.$10.6$1.91$8.68$1.18$1.34$0.16
2017Detailed filing. Detailed filing data is available for this year.$11.1$1.25$9.88$2.54$1.83$0.72
2016Detailed filing. Detailed filing data is available for this year.$11.1$2.39$8.74$2.01$1.88$0.14
2015Detailed filing. Detailed filing data is available for this year.$10.9$2.48$8.42$2.01$2.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$10.6$1.55$9.10$1.55$1.67$0.12
2013Detailed filing. Detailed filing data is available for this year.$10.9$1.84$9.05$1.57$1.64$0.06
2012Detailed filing. Detailed filing data is available for this year.$9.62$1.01$8.61$1.73
2011Detailed filing. Detailed filing data is available for this year.$9.84$2.41$7.43$1.46
2010Detailed filing. Detailed filing data is available for this year.$8.65$0.76$7.89$3.25