Civic Intelligence

Stockton Rush Bartol Foundation Avenue of the Arts

990PF • Fiscal year 2014 • EIN 23-2318470

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 03, 2015

1501 Cherry Street19102

(267) 519-5310

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.08x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$78,234

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2012 to 2014

Assets

Up

$5,696,110

Up $82,301 (+1.5%) from 2013

Net Assets

Up

$5,675,432

Up $74,363 (+1.3%) from 2013

Liabilities

Up

$20,678

Up $7,938 (+62%) from 2013

Revenue

$255,883

No earlier filing loaded for comparison.

Expenses

Up

$361,238

Up $12,186 (+3.5%) from 2013

Net Income

-$105,355

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,886,442Liabilities 2011: $8,6412011Assets 2012: $5,489,027Liabilities 2012: $12,2662012Assets 2013: $5,613,809Liabilities 2013: $12,740Net Assets 2013: $5,601,0692013Assets 2014: $5,696,110Liabilities 2014: $20,678Net Assets 2014: $5,675,4322014Assets 2015: $5,216,259Liabilities 2015: $20,725Net Assets 2015: $5,195,5342015Assets 2016: $5,286,555Liabilities 2016: $7,853Net Assets 2016: $5,278,7022016Assets 2017: $5,625,943Liabilities 2017: $8,236Net Assets 2017: $5,617,7072017Assets 2018: $5,709,968Liabilities 2018: $8,930Net Assets 2018: $5,701,0382018Assets 2019: $5,616,350Liabilities 2019: $4,255Net Assets 2019: $5,612,0952019Assets 2020: $5,754,533Liabilities 2020: $11,948Net Assets 2020: $5,742,5852020Assets 2021: $6,335,551Liabilities 2021: $29,059Net Assets 2021: $6,306,4922021Assets 2022: $4,802,898Liabilities 2022: $15,230Net Assets 2022: $4,787,6682022Assets 2023: $5,217,945Liabilities 2023: $25,233Net Assets 2023: $5,192,7122023Assets 2024: $5,928,407Liabilities 2024: $32,587Net Assets 2024: $5,895,8202024

Highlighted filing

2014

Assets$5,696,110
Liabilities$20,678
Net Assets$5,675,432

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $503,529Expenses 2011: $347,164Net Income 2011: $156,3652011Revenue 2012: $779,434Expenses 2012: $342,117Net Income 2012: $437,3172012Expenses 2013: $349,0522013Revenue 2014: $255,883Expenses 2014: $361,238Net Income 2014: -$105,3552014Revenue 2015: $1,136,478Expenses 2015: $371,479Net Income 2015: $764,9992015Revenue 2016: $386,446Expenses 2016: $303,278Net Income 2016: $83,1682016Revenue 2017: $664,259Expenses 2017: $325,254Net Income 2017: $339,0052017Revenue 2018: $429,392Expenses 2018: $346,061Net Income 2018: $83,3312018Revenue 2019: $202,854Expenses 2019: $352,713Net Income 2019: -$149,8592019Revenue 2020: $240,359Expenses 2020: $408,360Net Income 2020: -$168,0012020Revenue 2021: $124,929Expenses 2021: $446,209Net Income 2021: -$321,2802021Revenue 2022: $249,210Expenses 2022: $429,985Net Income 2022: -$180,7752022Revenue 2023: $271,323Expenses 2023: $501,431Net Income 2023: -$230,1082023Revenue 2024: $276,216Expenses 2024: $589,220Net Income 2024: -$313,0042024

Highlighted filing

2014

Revenue$255,883
Expenses$361,238
Net Income-$105,355
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH FELDMAN BRANDTExecutive DirectorPT$74,208$4,026$78,234
LEIGH JACKSONSecretary-$0--
WENDY OSTERWEILChair-$0--
ANN T LOFTUSVice-Chair-$0--
STEFANI CRANSTONTreasurer-$0--
HELEN EATONTrustee-$0--
REBECCA FABIANOTrustee-$0--
GRACE E GRILLETTrustee-$0--
MIMI KENNEY SMITHTrustee-$0--
MELISSA KIMTrustee-$0--
CHRISTINE KOZSUCHTrustee-$0--
TINA MORTONTrustee-$0--
JEANNINE OSAYANDETrustee-$0--
ELIZABETH WILKERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPHILADELPHIA DANCE COMPANYDANCE TRAINING PROGRAM501(C)(3)PHILADELPHIA, PA, US$12,500
Paid GrantARTWELLWE THE POETS RESIDENCIES501(C)(3)PHILADELPHIA, PA, US$7,500
Paid GrantNORRIS SQUARE NEIGHBORHOOD PROJECTART FACTORY TEEN PROGRAM501(C)(3)PHILADELPHIA, PA, US$7,500
Paid GrantPHILADELPHIA FOLKLORE PROJECTGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$7,500
Paid GrantPHILADELPHIA YOUNG PLAYWRITESPLAYWRITING PROGRAM IN PHILADELPHIA PUBLIC SCHOOL501(C)(3)PHILADELPHIA, PA, US$7,500
Paid GrantSCRIBE VIDEO CENTERDOCUMENTARY HISTORY PROJECT FOR YOUTH501(C)(3)PHILADELPHIA, PA, US$7,500
Paid GrantAL-BUSTAN SEEDS OF CULTUREAFTER SCHOOL ARAB MUSIC PROGRAM501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantASIAN ARTS INITIATIVEGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantBALLETXDANCE RESIDENCEY IN PHILAELPHIA PUBLIC SCHOOL501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantARISTAS Y MUSICOS LATINO AMERICANOSGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantART REACHGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantKULU MELE AFRICAN DANCE AND DRUM ENSEMBLEAFRICAN DANCE CLASSES501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantMASCHER SPACE COOPERATIVETAP CLASSES FOR ELEMENTARTY STUDENTS501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantENCHANTMENT THEATRE COMPANYTHEATRE RESIDENCEY AT PA SCHOOL FOR THE DEAF501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantPHILADELPHIA WOODEN BOAT FACTORYBOAT BUILDING APPRENTICESHIPS501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantMUSICOPIAAFTER SCHOOL DRUMLINE ENSEMBLE501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantPHILADELPHIA'S MAGIC GARDENSTILE AND GROUT MOSAIC MURAL PROGRAM501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantPHILADELPHIA PHOTO ARTS CENTERAFTER SCHOOL TEEN PHOTOGRAPHY COURSE501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantPHILLY YOUTH POETRY MOVEMENTPOETRY WRITING AND PERFORMANCE WORKSHOPS501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantSAMUEL S FLEISHER ART MEMORIALCOMMUNITY VISUAL ARTS RESIDENCIES501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantPLAY ON PHILLYGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantTALLER PUERTORRIQUENOAFTER SCHOOL ARTS AND EDUCATION PROGRAMS501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantUNIVERSITY CITY ARTS LEAGUEGENERAL OPERATING SUPPORT501(C)(3)PHILADELPHIA, PA, US$5,000
Paid GrantWEST PARK CULTURAL CENTERAFTER SCHOOL CERAMICS AND MUSIC CLASS501(C)(3)PHILADELPHIA, PA, US$5,000
Filing and Contact Details

Filer

EIN
23-2318470
Phone
2675195310

Signing Officer

Name
Stefani Cranston
Title
Treasurer
Phone
2675195310
Signed
2015-02-03
Discuss with paid preparer
Yes

Preparer

Preparer
Mark S Jaffe
Phone
2154978888
Raw XML AppendixShowing 400 of 812 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11984
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTERS (2)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1CONFERENCE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2FURNITURE AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3PHONE SYSTEM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY & UBS FINANCIAL PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DISPOSAL OF FIXED ASSETS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GRACE E GRILLET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9MELISSA KIM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine131501 CHERRY STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine151501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine161501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine171501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine181501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine191501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1101501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1111501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1121501 CHERRY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1131501 CHERRY STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City8PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City9PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City10PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City11PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City12PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City13PHILADELPHIA
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/ZIPCode019102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode119102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode219102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode319102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode419102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode519102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode619102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode719102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode819102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode919102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1019102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1119102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1219102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1319102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0341987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0343929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0305894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0294338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0296468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0287105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0286612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05760368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05491386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05038084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05165083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04767308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04402983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0328911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.296844
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0328911
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0328911
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0328911
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.03$5.90$0.28$0.59$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.03$5.19$0.27$0.50$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.02$4.79$0.25$0.43$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.03$6.31$0.12$0.45$0.32
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.74$0.24$0.41$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.61$0.20$0.35$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.01$5.70$0.43$0.35$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.63$0.01$5.62$0.66$0.33$0.34
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.01$5.28$0.39$0.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.22$0.02$5.20$1.14$0.37$0.76
2014Detailed filing. Detailed filing data is available for this year.$5.70$0.02$5.68$0.26$0.36$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.61$0.01$5.60$0.35
2012Summary only. Only limited summary data is available for this year.$5.49$0.01$0.78$0.34$0.44
2011Summary only. Only limited summary data is available for this year.$4.89$0.01$0.50$0.35$0.16