Civic Intelligence

Victor Herbert Foundation Inc.

990PF • Fiscal year 2019 • EIN 23-7044623

May 01, 2018 to Apr 30, 2019 • Filed on Aug 19, 2019

Organization Profile
11 Doris CircleNewton, MA 02458-1929

(617) 965-3325

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-28%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,700,170

Up $93,021 (+3.6%) from 2018

Net Assets

Up

$2,700,170

Up $93,021 (+3.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Down

$154,512

Down $59,551 (-28%) from 2018

Expenses

Up

$97,897

Up $2,323 (+2.4%) from 2018

Net Income

Down

$56,615

Down $61,874 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,618,758Liabilities 2014: $0Net Assets 2014: $2,618,7582014Assets 2015: $2,581,305Liabilities 2015: $0Net Assets 2015: $2,581,3052015Assets 2016: $2,378,054Liabilities 2016: $0Net Assets 2016: $2,378,0542016Assets 2017: $2,456,492Liabilities 2017: $0Net Assets 2017: $2,456,4922017Assets 2018: $2,607,149Liabilities 2018: $0Net Assets 2018: $2,607,1492018Assets 2019: $2,700,170Liabilities 2019: $0Net Assets 2019: $2,700,1702019Assets 2020: $2,480,998Liabilities 2020: $0Net Assets 2020: $2,480,9982020Assets 2021: $2,832,573Liabilities 2021: $0Net Assets 2021: $2,832,5732021Assets 2022: $2,717,058Liabilities 2022: $0Net Assets 2022: $2,717,0582022Assets 2023: $2,638,406Liabilities 2023: $0Net Assets 2023: $2,638,4062023Assets 2024: $2,533,389Liabilities 2024: $0Net Assets 2024: $2,533,3892024Assets 2025: $2,717,017Liabilities 2025: $0Net Assets 2025: $2,717,0172025

Highlighted filing

2019

Assets$2,700,170
Liabilities$0
Net Assets$2,700,170
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $149,817Expenses 2014: $182,859Net Income 2014: -$33,0422014Revenue 2015: $221,369Expenses 2015: $150,620Net Income 2015: $70,7492015Revenue 2016: $15,630Expenses 2016: $139,132Net Income 2016: -$123,5022016Revenue 2017: $46,349Expenses 2017: $126,139Net Income 2017: -$79,7902017Revenue 2018: $214,063Expenses 2018: $95,574Net Income 2018: $118,4892018Revenue 2019: $154,512Expenses 2019: $97,897Net Income 2019: $56,6152019Revenue 2020: $115,242Expenses 2020: $184,237Net Income 2020: -$68,9952020Revenue 2021: $230,129Expenses 2021: $164,281Net Income 2021: $65,8482021Revenue 2022: $252,723Expenses 2022: $127,940Net Income 2022: $124,7832022Revenue 2023: $180,124Expenses 2023: $142,672Net Income 2023: $37,4522023Revenue 2024: $108,186Expenses 2024: $206,979Net Income 2024: -$98,7932024Revenue 2025: $121,901Expenses 2025: $125,950Net Income 2025: -$4,0492025

Highlighted filing

2019

Revenue$154,512
Expenses$97,897
Net Income$56,615
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Aug 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Jacoby GabbayPresident/Director-$0--
Jonathan A JacobyTreasurer/Director-$0--
Philip David JacobySecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Victor Herbert Foundation
EIN
23-7044623
Phone
6179653325
Address
11 Doris Circle, Newton, MA 02458-1929

Signing Officer

Name
Carolyn Jacoby Gabbay
Title
President
Phone
6179653325
Signed
2019-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Daniel O'Dea
Phone
5852322956
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt092069
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt062069
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0374
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0154512
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0154512
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt062069
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092069
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092069
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056615
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02030839
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0344
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0344
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt062069
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0136454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017143
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0154512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0154512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018058
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01968770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt062069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt062069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02030839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Investment Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt062069
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056615
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036406
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02700170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02607149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02700170
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130425
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02729
IRS990PF/DistributableAmountGrp/TotalTaxAmt02729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03840
IRS990PF/FMVAssetsEOYAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0430669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0543337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0543337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02060647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01767679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01767679
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt082666
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0230071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0230071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02700170
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0125916
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0125916
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02648224
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0207341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02407716
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039723
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt033167
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0130425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02608501
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02648224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carolyn Jacoby Gabbay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jonathan A Jacoby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Philip David Jacoby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0114951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0116316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt072637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0102297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0111920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0123324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0138110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.028311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02608501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02565723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02425240

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,700,170
Liabilities
$0
Net assets
$2,700,170
Revenue
$154,512
Expenses
$97,897
Net income
$56,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.12$0.13$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.11$0.21$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.18$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.25$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.23$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.12$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.21$0.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.05$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.22$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.15$0.18$0.03