Civic Intelligence

Bernard W & Bernadette Loeb Charitable Foundation

990PF • Fiscal year 2017 • EIN 23-2641004

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
5749 Mango CircleNaples, FL 34110-3402

(610) 517-0091

Siviq Scores

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

Liabilities / Assets

84th percentile

0.39x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

12.87x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$753,220

Up $286,269 (+61%) from 2016

Net Assets

Down

$460,220

Down $6,731 (-1.4%) from 2016

Liabilities

Up

$293,000

Up $293,000 from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin12th percentile

Revenue

Up

$22,773

Up $4,544 (+25%) from 2016

Expenses

Up

$29,504

Up $10,836 (+58%) from 2016

Net Income

Down

-$6,731

Down $6,292 (-1433%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $597,469Liabilities 2011: $02011Assets 2012: $541,411Liabilities 2012: $02012Assets 2013: $485,479Liabilities 2013: $02013Assets 2014: $462,296Liabilities 2014: $0Net Assets 2014: $462,2962014Assets 2015: $467,390Liabilities 2015: $0Net Assets 2015: $467,3902015Assets 2016: $466,951Liabilities 2016: $0Net Assets 2016: $466,9512016Assets 2017: $753,220Liabilities 2017: $293,000Net Assets 2017: $460,2202017Assets 2018: $731,724Liabilities 2018: $293,000Net Assets 2018: $438,7242018Assets 2019: $469,668Liabilities 2019: $0Net Assets 2019: $469,6682019Assets 2021: $785,297Liabilities 2021: $293,000Net Assets 2021: $492,2972021Assets 2022: $381,865Liabilities 2022: $0Net Assets 2022: $381,8652022Assets 2023: $399,954Liabilities 2023: $0Net Assets 2023: $399,9542023Assets 2024: $427,223Liabilities 2024: $0Net Assets 2024: $427,2232024

Highlighted filing

2017

Assets$753,220
Liabilities$293,000
Net Assets$460,220
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $19,367Expenses 2011: $78,310Net Income 2011: -$58,9432011Revenue 2012: $19,869Expenses 2012: $82,683Net Income 2012: -$62,8142012Revenue 2013: $20,453Expenses 2013: $81,906Net Income 2013: -$61,4532013Revenue 2014: $20,941Expenses 2014: $44,124Net Income 2014: -$23,1832014Revenue 2015: $25,890Expenses 2015: $20,796Net Income 2015: $5,0942015Revenue 2016: $18,229Expenses 2016: $18,668Net Income 2016: -$4392016Revenue 2017: $22,773Expenses 2017: $29,504Net Income 2017: -$6,7312017Revenue 2018: $17,265Expenses 2018: $38,761Net Income 2018: -$21,4962018Revenue 2019: $16,752Expenses 2019: $65,370Net Income 2019: -$48,6182019Revenue 2021: $26,506Expenses 2021: $71,721Net Income 2021: -$45,2152021Revenue 2022: $16,345Expenses 2022: $37,106Net Income 2022: -$20,7612022Revenue 2023: $26,997Expenses 2023: $40,465Net Income 2023: -$13,4682023Revenue 2024: $27,304Expenses 2024: $40,812Net Income 2024: -$13,5082024

Highlighted filing

2017

Revenue$22,773
Expenses$29,504
Net Income-$6,731
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE LOEB SABILLONPresident-$0--
MARIA ZACKSecretary-$0--
CATHERINE EVANS-PUSEYTreasurer-$0--
SUSAN WALKERVice-Preside-$0--
Filing and Contact Details

Filer

Filer Name
Bernard W & Bernadette Loeb
EIN
23-2641004
Phone
6105170091
Address
5749 MANGO CIRCLE, NAPLES, FL 34110-3402

Signing Officer

Name
Josephine Loeb Sabillon
Title
President
Phone
6105170091
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Financial Strategists LLC
Address
28089 VANDERBILT DR STE 201, BONITA SPRINGS, FL 34134-7521
Preparer
Lyn Schantz Ea
Phone
2394058395
Raw XML AppendixShowing 400 of 568 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt127
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13563
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1727
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-71
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-433
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-194
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-1370
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23105
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt099051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0334028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt020000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0293000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TO BE DETERMINED
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07095
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03941
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012501
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022773
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01826
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012501
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07095
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07095
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6731
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0197052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03941
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011737
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt018858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02852
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0326
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012501
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6731
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0460220
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0466951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0460220
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025179
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025179
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025179
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025556
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0377
IRS990PF/DistributableAmountGrp/TotalTaxAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0169
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0589060
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0589060
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt079470
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt065000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt099051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0301368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0334028
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0293000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0293000
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt01113
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-122109
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-128840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0466951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0753220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0293000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0466951
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0753220
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0466951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0460220
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0518894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0512854
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07783
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025556
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0511111
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0518894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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/PersonNm0JOSEPHINE LOEB SABILLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIA ZACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHERINE EVANS-PUSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05749 MANGO CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt139 RICHARD LEE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21672 W DOE RUN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3106 BERNARD COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHOENIXVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KENNETT SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319087
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt041413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt041602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt038000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt075799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt075801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.081026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.024700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.028648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.142919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.132579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0511111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0485822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0488693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0498153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0530362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0571741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.405128
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024500
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/PayPremiumsPrsnlBnftCntrctInd0true
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$753,220
Liabilities
$293,000
Net assets
$460,220
Revenue
$22,773
Expenses
$29,504
Net income
-$6,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.27$0.41$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.27$0.40$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.16$0.37$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.85$2.93$4.92$0.27$0.72$0.45
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.17$0.65$0.49
2018Detailed filing. Detailed filing data is available for this year.$7.32$2.93$4.39$0.17$0.39$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.53$2.93$4.60$0.23$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.26$0.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.21$0.44$0.23
2013Summary only. Only limited summary data is available for this year.$4.85$0.00$0.20$0.82$0.61
2012Summary only. Only limited summary data is available for this year.$5.41$0.00$0.20$0.83$0.63
2011Summary only. Only limited summary data is available for this year.$5.97$0.00$0.19$0.78$0.59