Civic Intelligence

Fridenberg Anna E Res T W

990PF • Fiscal year 2015 • EIN 23-6219103

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

25th percentile

-10%

Higher net margin than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$66,740

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,681,349

Down $12,939 (-0.3%) from 2014

Net Assets

Down

$4,681,349

Down $12,939 (-0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin25th percentile

Revenue

Down

$302,765

Down $377,870 (-56%) from 2014

Expenses

Up

$334,326

Up $18,690 (+5.9%) from 2014

Net Income

Down

-$31,561

Down $396,560 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,298,975Liabilities 2011: $0Net Assets 2011: $4,298,9752011Assets 2012: $4,436,569Liabilities 2012: $0Net Assets 2012: $4,436,5692012Assets 2013: $4,327,474Liabilities 2013: $0Net Assets 2013: $4,327,4742013Assets 2014: $4,694,288Liabilities 2014: $0Net Assets 2014: $4,694,2882014Assets 2015: $4,681,349Liabilities 2015: $0Net Assets 2015: $4,681,3492015Assets 2016: $4,493,702Liabilities 2016: $0Net Assets 2016: $4,493,7022016Assets 2017: $4,483,913Liabilities 2017: $0Net Assets 2017: $4,483,9132017Assets 2018: $4,437,887Liabilities 2018: $0Net Assets 2018: $4,437,8872018Assets 2019: $4,504,417Liabilities 2019: $0Net Assets 2019: $4,504,4172019Assets 2020: $4,350,643Liabilities 2020: $0Net Assets 2020: $4,350,6432020Assets 2021: $4,596,628Liabilities 2021: $0Net Assets 2021: $4,596,6282021Assets 2022: $4,392,470Liabilities 2022: $0Net Assets 2022: $4,392,4702022Assets 2023: $4,199,720Liabilities 2023: $0Net Assets 2023: $4,199,7202023Assets 2024: $5,011,576Liabilities 2024: $0Net Assets 2024: $5,011,5762024

Highlighted filing

2015

Assets$4,681,349
Liabilities$0
Net Assets$4,681,349
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $365,3232011Expenses 2012: $328,9042012Revenue 2013: $181,188Expenses 2013: $307,488Net Income 2013: -$126,3002013Revenue 2014: $680,635Expenses 2014: $315,636Net Income 2014: $364,9992014Revenue 2015: $302,765Expenses 2015: $334,326Net Income 2015: -$31,5612015Revenue 2016: $76,476Expenses 2016: $251,618Net Income 2016: -$175,1422016Revenue 2017: $298,203Expenses 2017: $303,224Net Income 2017: -$5,0212017Revenue 2018: $266,406Expenses 2018: $323,154Net Income 2018: -$56,7482018Revenue 2019: $394,784Expenses 2019: $334,351Net Income 2019: $60,4332019Revenue 2020: $214,915Expenses 2020: $365,435Net Income 2020: -$150,5202020Revenue 2021: $665,192Expenses 2021: $420,262Net Income 2021: $244,9302021Revenue 2022: $197,163Expenses 2022: $401,392Net Income 2022: -$204,2292022Revenue 2023: $175,580Expenses 2023: $368,225Net Income 2023: -$192,6452023Revenue 2024: $1,232,420Expenses 2024: $419,778Net Income 2024: $812,6422024

Highlighted filing

2015

Revenue$302,765
Expenses$334,326
Net Income-$31,561
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NACo-TrusteeFT$66,740-$66,740
Thomas J TarkaCo-TrusteePT$22,025-$22,025
Filing and Contact Details

Filer

Filer Name
Fridenberg Anna E Res Tw
EIN
23-6219103
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2016-04-27
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt613150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt78507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt866852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt621897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-2141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt812511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1045566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt512091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt621897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt635047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt879363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0350. ABBOTT LABS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250. AUTOMATIC DATA PROCESSING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100. AUTOMATIC DATA PROCESSING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3216. CDK GLOBAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc490. CHUBB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5550. GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6201. ISHARES RUSSELL MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7155. NATIONAL OILWELL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81343.765 NEUBERGER BERMAN GEN INSTL CL #1229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100. PRAXAIR INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0156130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31561
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020908
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04683635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04694288
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04681349
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273688
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273688
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273688
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0278265
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04577
IRS990PF/DistributableAmountGrp/TotalTaxAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012136
IRS990PF/FMVAssetsEOYAmt05297363
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04694288
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04681349
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015163
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018510
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01536401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01536401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01441378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02979160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03098726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03809763
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0163564
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027712
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04694288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04681349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05297363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04694288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04681349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04694288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04681349
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05650047
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt082075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05567972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084751
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0278265
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05565296
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05650047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt066740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt122025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Wells Fargo Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas J Tarka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD D1114 044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11650 Market St Floor 29
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0274113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0276401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0244522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0247627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0240981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0323618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0294560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05565296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05810464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05644183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05370236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05429520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05275242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0239286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24627
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0239286
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0239286
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,681,349
Liabilities
$0
Net assets
$4,681,349
Revenue
$302,765
Expenses
$334,326
Net income
-$31,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.23$0.42$0.81
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18$0.37$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.20$0.40$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.67$0.42$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.21$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.39$0.33$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.27$0.32$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.30$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.08$0.25$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.30$0.33$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.68$0.32$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.18$0.31$0.13
2012Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.37