Civic Intelligence

Joseph T and Helen M Simpson Foundation

990PF • Fiscal year 2017 • EIN 23-6242538

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 23, 2018

Organization Profile
285 Delaware Avenue 3rd FloorBuffalo, NY 14202

(717) 255-2174

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$25,260

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,129,269

Up $980,874 (+46%) from 2014

Net Assets

Up

$3,129,269

Up $980,874 (+46%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Up

$213,558

Up $72,414 (+51%) from 2014

Expenses

Down

$277,223

Down $83,330 (-23%) from 2014

Net Income

Up

-$63,665

Up $155,744 (+71%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,611,402Liabilities 2010: $0Net Assets 2010: $2,611,4022010Assets 2011: $2,486,561Liabilities 2011: $0Net Assets 2011: $2,486,5612011Assets 2012: $2,354,286Liabilities 2012: $0Net Assets 2012: $2,354,2862012Assets 2013: $2,367,823Liabilities 2013: $0Net Assets 2013: $2,367,8232013Assets 2014: $2,148,395Liabilities 2014: $0Net Assets 2014: $2,148,3952014Assets 2017: $3,129,269Liabilities 2017: $0Net Assets 2017: $3,129,2692017Assets 2018: $3,516,494Liabilities 2018: $0Net Assets 2018: $3,516,4942018Assets 2019: $3,323,869Liabilities 2019: $0Net Assets 2019: $3,323,8692019Assets 2020: $3,280,053Liabilities 2020: $0Net Assets 2020: $3,280,0532020Assets 2021: $3,594,418Liabilities 2021: $0Net Assets 2021: $3,594,4182021Assets 2022: $3,395,152Liabilities 2022: $0Net Assets 2022: $3,395,1522022Assets 2023: $3,203,117Liabilities 2023: $0Net Assets 2023: $3,203,1172023Assets 2024: $3,229,700Liabilities 2024: $0Net Assets 2024: $3,229,7002024

Highlighted filing

2017

Assets$3,129,269
Liabilities$0
Net Assets$3,129,269
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $497,6542010Expenses 2011: $408,2222011Expenses 2012: $452,0872012Revenue 2013: $435,314Expenses 2013: $421,776Net Income 2013: $13,5382013Revenue 2014: $141,144Expenses 2014: $360,553Net Income 2014: -$219,4092014Revenue 2017: $213,558Expenses 2017: $277,223Net Income 2017: -$63,6652017Revenue 2018: $741,942Expenses 2018: $336,676Net Income 2018: $405,2662018Revenue 2019: $168,385Expenses 2019: $376,254Net Income 2019: -$207,8692019Revenue 2020: $327,762Expenses 2020: $370,861Net Income 2020: -$43,0992020Revenue 2021: $769,418Expenses 2021: $454,568Net Income 2021: $314,8502021Revenue 2022: $160,820Expenses 2022: $358,969Net Income 2022: -$198,1492022Revenue 2023: $227,477Expenses 2023: $413,342Net Income 2023: -$185,8652023Revenue 2024: $423,673Expenses 2024: $406,019Net Income 2024: $17,6542024

Highlighted filing

2017

Revenue$213,558
Expenses$277,223
Net Income-$63,665
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$25,260-$25,260
HUGH J T SIMPSONExecutive DirectorPT$24,000-$24,000
Filing and Contact Details

Filer

Filer Name
Joseph T and Helen M Simpson Foundation
EIN
23-6242538
Phone
7172552174
Address
285 DELAWARE AVENUE 3RD FLOOR, BUFFALO, NY 14202

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
7172552174
Signed
2018-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Eric W Coursey
Phone
8043444548
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt089962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0741
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0140123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0277223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0182225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0213558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0140123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0140123
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt436541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt590815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt435000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150. AIR PRODUCTS & CHEMICALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.4545 BRIGHTHOUSE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc245. BRIGHTHOUSE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32054.795 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43211.009 FEDERATED TOTAL RETURN BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090205
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63665
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01643
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03130912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03194572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03129269
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0211330
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0211330
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0211330
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212172
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0842
IRS990PF/DistributableAmountGrp/TotalTaxAmt0842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt04515927
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03194572
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03129269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03084939
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03101561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04488219
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0109633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027708
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03194572
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03129269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04515927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03194572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03129269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03194572
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03129269
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04308061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059354
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04248707
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt064621
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0212172
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04243440
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04308061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0M AND T TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt124000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HUGH J T SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0285 Delaware Avenue 3rd Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt176 EMLYN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MECHANICSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0219751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0220172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0167420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0193150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0214875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0286625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0262475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04243440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04242580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04247977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04528697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04432275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04241252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0137100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258932

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Filings

Displayed year

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

Open filing
Assets
$3,129,269
Liabilities
$0
Net assets
$3,129,269
Revenue
$213,558
Expenses
$277,223
Net income
-$63,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.42$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.23$0.41$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.16$0.36$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.77$0.45$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.33$0.37$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.17$0.38$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.74$0.34$0.41
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.36$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.44$0.42$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.45
2011Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.41
2010Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.50