Civic Intelligence

Shaw-Burckhardt-Brenner Foundation Inc.

990PF • Fiscal year 2019 • EIN 23-7076297

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 19, 2020

Organization Profile
C/O Hall Render500 N Meridian StIndianapolis, IN 46204

(317) 977-1449

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

60th percentile

8.3%

Higher net margin than 60% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$825,201

Up $4,896 (+0.6%) from 2018

Net Assets

Up

$825,201

Up $4,896 (+0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin60th percentile

Revenue

Up

$59,232

Up $10,911 (+23%) from 2018

Expenses

Down

$54,336

Down $11,959 (-18%) from 2018

Net Income

Up

$4,896

Up $22,870 (+127%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2010: $772,907Liabilities 2010: $0Net Assets 2010: $772,9072010Assets 2011: $764,405Liabilities 2011: $0Net Assets 2011: $764,4052011Assets 2013: $774,409Liabilities 2013: $0Net Assets 2013: $774,4092013Assets 2014: $808,706Liabilities 2014: $0Net Assets 2014: $808,7062014Assets 2015: $813,613Liabilities 2015: $0Net Assets 2015: $813,6132015Assets 2016: $837,461Liabilities 2016: $0Net Assets 2016: $837,4612016Assets 2017: $838,279Liabilities 2017: $0Net Assets 2017: $838,2792017Assets 2018: $820,305Liabilities 2018: $0Net Assets 2018: $820,3052018Assets 2019: $825,201Liabilities 2019: $0Net Assets 2019: $825,2012019Assets 2020: $790,850Liabilities 2020: $0Net Assets 2020: $790,8502020Assets 2021: $897,758Liabilities 2021: $0Net Assets 2021: $897,7582021Assets 2022: $867,051Liabilities 2022: $0Net Assets 2022: $867,0512022Assets 2023: $856,147Liabilities 2023: $0Net Assets 2023: $856,1472023Assets 2024: $875,657Liabilities 2024: $0Net Assets 2024: $875,6572024

Highlighted filing

2019

Assets$825,201
Liabilities$0
Net Assets$825,201
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KExpenses 2010: $57,6342010Expenses 2011: $81,0052011Revenue 2013: $68,746Expenses 2013: $62,141Net Income 2013: $6,6052013Revenue 2014: $84,908Expenses 2014: $50,611Net Income 2014: $34,2972014Revenue 2015: $63,164Expenses 2015: $58,257Net Income 2015: $4,9072015Revenue 2016: $62,819Expenses 2016: $38,971Net Income 2016: $23,8482016Revenue 2017: $76,908Expenses 2017: $76,090Net Income 2017: $8182017Revenue 2018: $48,321Expenses 2018: $66,295Net Income 2018: -$17,9742018Revenue 2019: $59,232Expenses 2019: $54,336Net Income 2019: $4,8962019Revenue 2020: $22,771Expenses 2020: $57,122Net Income 2020: -$34,3512020Revenue 2021: $172,295Expenses 2021: $65,387Net Income 2021: $106,9082021Revenue 2022: $28,144Expenses 2022: $58,851Net Income 2022: -$30,7072022Revenue 2023: $46,710Expenses 2023: $57,614Net Income 2023: -$10,9042023Revenue 2024: $78,486Expenses 2024: $58,976Net Income 2024: $19,5102024

Highlighted filing

2019

Revenue$59,232
Expenses$54,336
Net Income$4,896
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 19, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J BACKERDirector-$0--
THOMAS A JENKINSDirector-$0--
CHRISTINE H HICKEYDirector-$0--
DENNIS R JONESDirector-$0--
DOROTHEA GENETOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shaw-burckhardt-brenner Foundation
EIN
23-7076297
Phone
3179771449
Address
C/O HALL RENDER500 N MERIDIAN ST, INDIANAPOLIS, IN 46204

Signing Officer

Name
Thomas a Jenkins
Title
Director
Phone
3179771449
Signed
2020-06-19

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Neal R Stegemiller
Phone
3176348777
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CARILLON REAMS UNCONSTRAINED 1680.91
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DIAMOND HILL LONG/SHRT FUND 500.626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIAMOND HILL LONG/SHRT FUND 591.867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FEDERATED INTL EQ FD CL IS 1256.173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIDELITY TOTAL INTL INDEX FD 3247.35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY ADVISOR REAL EST 7331.967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY ADVISOR REAL EST 893.257 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GABELLI ABC FUND ADV 896.660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GABELLI ABC FUND ADV 1451.286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JPMORGAN MORTGAGE BACKED 1630.589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MAINSTAY MACKAY CONVERTIBLE 565.682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NICHOLAS EQUITY INCOME FUND 1058.342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PNC INTERNATIONSL EQUITY FD 1568.394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16STONE RIDGE REINSRNCE 1084.485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD SHORT TERM INVMT 6047.894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD SHORT TERM INVMT 7747.894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANGUARD GNMA ADMIRAL 561.197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD INTERMED TRM 2951.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD INTERMED TRM 3701.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WELLS FARGO SHT HIGH YLD 2180.607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23OMEGA HEALTHCARE INVS INC 182 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24OMEGA HEALTHCARE INVS INC 285 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25SIMON PPTY GRP INC 30 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26SIMON PPTY GRP INC 50 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt540332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt910380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1264894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1429665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1517619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt167708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021118
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt037646
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0468
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt059232
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037646
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021118
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021118
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04896
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0239770
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02709
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02709
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037646
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07005
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt059232
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt066095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1136029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1166446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037646
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt033996
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04896
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0825201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0820305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0825201
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044672
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044672
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045713
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01041
IRS990PF/DistributableAmountGrp/TotalTaxAmt01041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0451
IRS990PF/FMVAssetsEOYAmt0962968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0422807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0409262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0520562
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0314837
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0308802
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0331483
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0820305
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0825201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0820305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0825201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0962968
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0820305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0825201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0820305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0825201
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt068947
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt068947
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt072733
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0928192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036327
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0891865
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013923
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045713
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0914269

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Filings

Displayed year

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

Open filing
Assets
$825,201
Liabilities
$0
Net assets
$825,201
Revenue
$59,232
Expenses
$54,336
Net income
$4,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.78$0.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.47$0.58$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.72$0.65$1.07
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.23$0.57$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.59$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.48$0.66$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.77$0.76$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.63$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.85$0.51$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.69$0.62$0.07
2011Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.81
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.58