Civic Intelligence

Pennsbury Scholarship Foundation

990 • Fiscal year 2016 • EIN 23-6390934

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 12, 2017

Organization Profilewww.pennsburysd.org/PennsburyScholarshipFoundation
134 Yardley AveFallsington, PA 19054-1119

(215) 428-4145

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

5.6%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,438,888

Up $181,359 (+5.6%) from 2015

Net Assets

Up

$3,434,803

Up $181,153 (+5.6%) from 2015

Liabilities

Up

$4,085

Up $206 (+5.3%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

Down

$160,849

Down $217,971 (-58%) from 2015

Expenses

Up

$112,571

Up $10,719 (+11%) from 2015

Net Income

Down

$48,278

Down $228,690 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,881,196Liabilities 2012: $3,821Net Assets 2012: $2,877,3752012Assets 2013: $3,109,485Liabilities 2013: $3,625Net Assets 2013: $3,105,8602013Assets 2014: $3,216,974Liabilities 2014: $3,776Net Assets 2014: $3,213,1982014Assets 2015: $3,257,529Liabilities 2015: $3,879Net Assets 2015: $3,253,6502015Assets 2016: $3,438,888Liabilities 2016: $4,085Net Assets 2016: $3,434,8032016Assets 2017: $3,746,988Liabilities 2017: $56,423Net Assets 2017: $3,690,5652017Assets 2018: $3,501,496Liabilities 2018: $4,093Net Assets 2018: $3,497,4032018Assets 2019: $3,965,770Liabilities 2019: $0Net Assets 2019: $3,965,7702019Assets 2020: $4,229,877Liabilities 2020: $0Net Assets 2020: $4,229,8772020Assets 2021: $4,660,930Liabilities 2021: $0Net Assets 2021: $4,660,9302021Assets 2022: $4,065,374Liabilities 2022: $0Net Assets 2022: $4,065,3742022Assets 2023: $4,445,239Liabilities 2023: $0Net Assets 2023: $4,445,2392023Assets 2024: $4,763,430Liabilities 2024: $0Net Assets 2024: $4,763,4302024

Highlighted filing

2016

Assets$3,438,888
Liabilities$4,085
Net Assets$3,434,803
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$800K$600K$400K$200K$0Expenses 2012: $70,3412012Revenue 2013: $193,561Expenses 2013: $156,665Net Income 2013: $36,8962013Revenue 2014: $213,930Expenses 2014: $93,149Net Income 2014: $120,7812014Revenue 2015: $378,820Expenses 2015: $101,852Net Income 2015: $276,9682015Revenue 2016: $160,849Expenses 2016: $112,571Net Income 2016: $48,2782016Revenue 2017: $193,747Expenses 2017: $139,185Net Income 2017: $54,5622017Revenue 2018: $250,972Expenses 2018: $100,528Net Income 2018: $150,4442018Revenue 2019: $111,273Expenses 2019: $103,483Net Income 2019: $7,7902019Revenue 2020: $157,158Expenses 2020: $117,980Net Income 2020: $39,1782020Revenue 2021: $269,426Expenses 2021: $116,836Net Income 2021: $152,5902021Revenue 2022: $273,636Expenses 2022: $139,456Net Income 2022: $134,1802022Revenue 2023: $289,117Expenses 2023: $116,068Net Income 2023: $173,0492023Revenue 2024: $666,481Expenses 2024: $178,231Net Income 2024: $488,2502024

Highlighted filing

2016

Revenue$160,849
Expenses$112,571
Net Income$48,278
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$360,856
Mission and Program Overview

Mission

Since 1956, the pennsbury scholarship foundation has existed to help deserving pennsbury graduates achieve their goal of higher education through scholarship grants and loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,344,749$2,478,149▲ $133,400
Other Notes and Loans Receivable, Net$282,440$297,949▲ $15,509
Savings and Temporary Cash Investments$139,017$172,499▲ $33,482
Cash and Non-Interest-Bearing Accounts$66,375$67,926▲ $1,551
Prepaid Expenses and Deferred Charges$603$381▼ $222
Total Assets$3,257,529$3,438,888▲ $181,359
Other Assets Total$424,345$421,984▼ $2,361
Liabilities
Accounts Payable and Accrued Expenses$3,879$4,085▲ $206
Total Liabilities$3,879$4,085▲ $206
Net Assets / Fund Balance
Unrestricted Net Assets$2,840,932$3,023,009▲ $182,077
Permanently Rstr Net Assets$412,718$411,794▼ $924
Total Net Assets Fund Balance$3,253,650$3,434,803▲ $181,153
Total Liabilities and Net Assets / Fund Balance$3,257,529$3,438,888▲ $181,359

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$411,794--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$412,718-▲ $15,326-$411,794
2015$450,730-▼ $22,131-$412,718
2014$458,013-▲ $10,084-$450,730
2013$436,193-▲ $53,619-$458,013
2012$408,253-▲ $48,964-$436,193
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Smith JeffreyPresident
Ritzau StevenFirst Vice President
Adler PaulaDirector
Bradley Mary LouDirector
Brunozzi VictoriaDirector
Dunar Donna MDirector
Elliott VictoriaDirector
Flax RandiDirector
Houseknecht RichardDirector
Lewis ElliottDirector
Long WandaDirector
Magyar VincentDirector
Mchugh KevinDirector
Nolting LeeDirector
Quake RichardDirector
Sanderson GaryDirector
Sherrard CherylDirector
Sibner JeffreyDirector
Stradling RandyDirector
Ciesielka PaulAssistant Treasurer
Regan CarolExecutive V.P.
Kleban SherrySecretary
Harman LouiseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,422
Program Service Revenue
$0
Investment Income
$103,753
Other Revenue
$-6,326
All Other Contributions
$43,787
Change in Net Assets
$48,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,250
Other Expenses$42,321
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,250--$70,250
Other Expenses$20,261$0$0$20,261
Fees for Service Investment Mgmnt Fees$0$8,166$0$8,166
Fees for Services Other$0$6,625$0$6,625
Fees for Services Accounting$0$5,023$0$5,023
Insurance$0$136$0$136
Total Functional Expenses$90,511$22,060$0$112,571
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,326
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pennsbury Scholarship Foundation
EIN
23-6390934
Phone
2154284145
Address
134 Yardley Ave, Fallsington, PA 19054-1119

Signing Officer

Name
Louise P Harman
Title
Treasurer
Phone
2154284145
Signed
2017-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Smith
Formed
1956
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
19
Employees
0
Volunteers
25

Preparer

Firm
McLaren & Co PC
Address
504 Corporate Drive West, Langhorne, PA 19047-8011
Preparer
Robert H Mclaren CPA
Phone
2155791260
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Each director, principal officer, and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person, has received a copy of policy, read and understands the policy, and agrees to comply with policy.”

Pt VI, Line 7A

“Certain Board members related to the Pennsbury School District are automatically appointed to the Foundation Board as enumerated in the Foundation's By-Laws.”

Pt VI, Line 11B

“The final form 990 is provided to the Board after filing.”

Pt VI, Line 8B

“Some committees do not keep minutes of their recommendations approved by the Board of Directors.”

Pt XI

“Decrease in beneficial interest in perpetual trust.”

Pt VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Form 990EZ, Part II, Line 24

“Accrued interest receivable”

Form 990EZ, Part II, Line 24

“Student loans”

Form 990EZ, Part II, Line 24

“Fixed assets, net”

Form 990EZ, Part II, Line 24

“Beneficial interest in perpetual trust”

Form 990EZ, Part II, Line 26

“Accrued expenses”

Financial Statement Notes

Pt XII, Line 2D

“Beneficial Interest in Perpetual Trust”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt2First Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Assistant Treasurer
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt070250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt070250
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0194916
IRS990/GrossReceiptsAmt0360856
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0136
IRS990/InsuranceGrp/ProgramServicesAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt0102518
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102518
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02344749
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02478149
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0193681
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Since 1956, the Pennsbury Scholarship Foundation has existed to
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03253650
IRS990/NetAssetsOrFundBalancesEOYAmt03434803
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01235
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01235
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6326
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6326
IRS990/NetUnrlzdGainsLossesInvstAmt0133799
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0424345
IRS990/OtherAssetsTotalGrp/EOYAmt0421984
IRS990/OtherChangesInNetAssetsAmt0-924
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Registration fees
IRS990/OtherExpensesGrp/Desc2Bad debts
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt220261
IRS990/OtherExpensesGrp/TotalAmt01960
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherExpensesGrp/TotalAmt220261
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0282440
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0297949
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0412718
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0411794
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0603
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0381
IRS990/PrincipalOfficerNm0JEFFREY SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0190938
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt067000
IRS990/PYInvestmentIncomeAmt0187882
IRS990/PYOtherExpensesAmt034852
IRS990/PYRevenuesLessExpensesAmt0276968
IRS990/PYTotalExpensesAmt0101852
IRS990/PYTotalRevenueAmt0378820
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt048278
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139017
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0172499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0249360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt089121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0445203
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35900
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.35670
IRS990ScheduleA/PublicSupportTotal170Amt0249360
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035640
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0249360
IRS990ScheduleA/TotalSupportAmt0694563
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0412718
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0411794
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0450730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0412718
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt015881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0458013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0450730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt017367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014769
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0436193
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0458013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt017030
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053619
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0408253
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0436193
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt014469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048964
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010190
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1411794
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Beneficial Interest in Perpetual Trust
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Beneficial Interest in Perpetual Trust
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0421984

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,438,888
Liabilities
$4,085
Net assets
$3,434,803
Revenue
$160,849
Expenses
$112,571
Net income
$48,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.67$0.18$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.29$0.12$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.27$0.12$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.16$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.25$0.10$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.06$3.69$0.19$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.43$0.16$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.25$0.38$0.10$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.21$0.21$0.09$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.16$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$0.07