Civic Intelligence

Harold J Kaplan MD Charitable Trust

990PF • Fiscal year 2018 • EIN 22-6908681

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
10711 Red Run Blvd Suite 101Owings Mills, MD 21117-5138

(410) 356-1000

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

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

44th percentile

$2,299

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

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

Asset Growth

66th percentile

5.4%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,613,045

Up $82,938 (+5.4%) from 2017

Net Assets

Up

$1,613,045

Up $82,938 (+5.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

Up

$168,897

Up $82,292 (+95%) from 2017

Expenses

Down

$85,959

Down $18,831 (-18%) from 2017

Net Income

Up

$82,938

Up $101,123 (+556%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,576,663Liabilities 2011: $02011Assets 2012: $1,525,350Liabilities 2012: $02012Assets 2013: $1,516,980Liabilities 2013: $02013Assets 2014: $1,584,762Liabilities 2014: $0Net Assets 2014: $1,584,7622014Assets 2015: $1,607,415Liabilities 2015: $0Net Assets 2015: $1,607,4152015Assets 2016: $1,548,292Liabilities 2016: $0Net Assets 2016: $1,548,2922016Assets 2017: $1,530,107Liabilities 2017: $0Net Assets 2017: $1,530,1072017Assets 2018: $1,613,045Liabilities 2018: $0Net Assets 2018: $1,613,0452018Assets 2019: $1,588,500Liabilities 2019: $0Net Assets 2019: $1,588,5002019Assets 2020: $1,597,484Liabilities 2020: $0Net Assets 2020: $1,597,4842020Assets 2021: $1,654,732Liabilities 2021: $0Net Assets 2021: $1,654,7322021Assets 2022: $1,620,119Liabilities 2022: $0Net Assets 2022: $1,620,1192022Assets 2023: $1,594,879Liabilities 2023: $0Net Assets 2023: $1,594,8792023Assets 2024: $1,594,771Liabilities 2024: $0Net Assets 2024: $1,594,7712024

Highlighted filing

2018

Assets$1,613,045
Liabilities$0
Net Assets$1,613,045
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2011: $62,091Expenses 2011: $101,466Net Income 2011: -$39,3752011Revenue 2012: $48,141Expenses 2012: $99,454Net Income 2012: -$51,3132012Revenue 2013: $90,364Expenses 2013: $98,734Net Income 2013: -$8,3702013Revenue 2014: $176,643Expenses 2014: $108,861Net Income 2014: $67,7822014Revenue 2015: $86,364Expenses 2015: $63,711Net Income 2015: $22,6532015Revenue 2016: $92,160Expenses 2016: $151,283Net Income 2016: -$59,1232016Revenue 2017: $86,605Expenses 2017: $104,790Net Income 2017: -$18,1852017Revenue 2018: $168,897Expenses 2018: $85,959Net Income 2018: $82,9382018Revenue 2019: $66,800Expenses 2019: $91,345Net Income 2019: -$24,5452019Revenue 2020: $94,905Expenses 2020: $85,921Net Income 2020: $8,9842020Revenue 2021: $155,402Expenses 2021: $98,154Net Income 2021: $57,2482021Revenue 2022: $64,402Expenses 2022: $99,015Net Income 2022: -$34,6132022Revenue 2023: $91,309Expenses 2023: $116,549Net Income 2023: -$25,2402023Revenue 2024: $118,300Expenses 2024: $118,408Net Income 2024: -$1082024

Highlighted filing

2018

Revenue$168,897
Expenses$85,959
Net Income$82,938
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRVIN M BADDOCKTrustee-$2,299-$2,299
A MICHAEL SIDLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold J Kaplan Md Charitable Trust
EIN
22-6908681
Phone
4103561000
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117-5138

Signing Officer

Name
A Michael Sidle
Title
Trustee
Phone
4103561000
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Glass Jacobson Pa
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117
Preparer
Irvin M Baddock CPA
Phone
4103561000
Raw XML AppendixShowing 400 of 545 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1066249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt622191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt828290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt936734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1066249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01517.911 SHS ABERDEEN INT'L SM CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12425.502 SHS ALGER SPECTRA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22504.491 SHS FRANKLIN SM CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3366.838 SHS LORD ABBETT DEVELOPING GWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41957.494 SHS INVESCO SM CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5458.19 SHS GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6927 SHS INCOME FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7320.829 SHS JPMORGAN LG CAP GWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81184.834 SHS LORD ABBETT DEVELOPING GWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92869.185 SHS VOYA LG CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0139842
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt082938
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01613045
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01530107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01613045
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092708
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092708
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092708
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095820
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03112
IRS990PF/DistributableAmountGrp/TotalTaxAmt03112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt01748911
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0327
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0378
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0327
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0327
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01530107
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01613045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078420
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01365771
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01318500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01407961
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01079
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0130864
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0260453
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0260453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01530107
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01613045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01748911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01530107
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01613045
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01530107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01613045
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01945578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0332170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01612319
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029184
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01089
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095820
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01916394
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01945578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRVIN M BADDOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A MICHAEL SIDLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010711 RED RUN BLVD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19515 DEERCO ROAD SUITE 902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OWINGS MILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TIMONIUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0211175138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt093673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0139325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt049697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt097355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt088482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.080060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01916394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01857009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01740255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01846381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01894007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01804529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt072376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.257854
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt072376
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt072376
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt072376
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,613,045
Liabilities
$0
Net assets
$1,613,045
Revenue
$168,897
Expenses
$85,959
Net income
$82,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.18$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.05$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.10$0.04