Civic Intelligence

The Montgomery Foundation

990PF • Fiscal year 2016 • EIN 23-7165768

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 14, 2017

Organization Profile
365 N Whitewoman StreetCoshocton, OH 43812-1088

(740) 622-2696

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.25x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$93,592

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$16,338,595

Down $116,797 (-0.7%) from 2015

Net Assets

Down

$16,169,612

Down $144,704 (-0.9%) from 2015

Liabilities

Up

$168,983

Up $27,907 (+20%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin12th percentile

Revenue

Down

$667,195

Down $456,470 (-41%) from 2015

Expenses

Down

$789,524

Down $121,955 (-13%) from 2015

Net Income

Down

-$122,329

Down $334,515 (-158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$30M$20M$10M$0Assets 2011: $19,832,164Liabilities 2011: $51,008Net Assets 2011: $19,781,1562011Assets 2012: $14,975,112Liabilities 2012: $70,907Net Assets 2012: $14,904,2052012Assets 2013: $15,643,732Liabilities 2013: $92,458Net Assets 2013: $15,551,2742013Assets 2014: $16,238,231Liabilities 2014: $115,822Net Assets 2014: $16,122,4092014Assets 2015: $16,455,392Liabilities 2015: $141,076Net Assets 2015: $16,314,3162015Assets 2016: $16,338,595Liabilities 2016: $168,983Net Assets 2016: $16,169,6122016Assets 2017: $16,915,816Liabilities 2017: $198,367Net Assets 2017: $16,717,4492017Assets 2018: $17,279,867Liabilities 2018: $222,731Net Assets 2018: $17,057,1362018Assets 2020: $16,169,183Liabilities 2020: $241,551Net Assets 2020: $15,927,6322020Assets 2021: $17,441,268Liabilities 2021: $250,726Net Assets 2021: $17,190,5422021Assets 2022: $17,670,402Liabilities 2022: $259,836Net Assets 2022: $17,410,5662022Assets 2023: $19,671,353Liabilities 2023: $268,812Net Assets 2023: $19,402,5412023Assets 2024: $21,385,804Liabilities 2024: $277,638Net Assets 2024: $21,108,1662024

Highlighted filing

2016

Assets$16,338,595
Liabilities$168,983
Net Assets$16,169,612
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,212,9792011Expenses 2012: $6,307,6892012Revenue 2013: $1,499,095Expenses 2013: $835,475Net Income 2013: $663,6202013Revenue 2014: $1,447,541Expenses 2014: $858,066Net Income 2014: $589,4752014Revenue 2015: $1,123,665Expenses 2015: $911,479Net Income 2015: $212,1862015Revenue 2016: $667,195Expenses 2016: $789,524Net Income 2016: -$122,3292016Revenue 2017: $1,400,756Expenses 2017: $828,271Net Income 2017: $572,4852017Revenue 2018: $1,534,434Expenses 2018: $1,175,113Net Income 2018: $359,3212018Revenue 2020: $178,878Expenses 2020: $554,447Net Income 2020: -$375,5692020Revenue 2021: $2,073,301Expenses 2021: $801,216Net Income 2021: $1,272,0852021Revenue 2022: $318,164Expenses 2022: $709,731Net Income 2022: -$391,5672022Revenue 2023: $800,121Expenses 2023: $699,412Net Income 2023: $100,7092023Revenue 2024: $1,350,502Expenses 2024: $693,649Net Income 2024: $656,8532024

Highlighted filing

2016

Revenue$667,195
Expenses$789,524
Net Income-$122,329
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 14, 2017
Return Version
2016v3.0
Mission and Program Overview

Mission

To provide grants to non-profit entities with the goal to enhance coshocton county's natural beauty, preserve and restore its historical heritage, develope its human economic resources, and encourage its entrepreneurial spirit.

Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SCOTTPresident/Trustee/Admin DiPT$64,200$29,392$93,592
RANDY KREUTERTreasurer/Trustee-$0--
JOSEPH S MONTGOMERYTrustee-$0--
J SCOTT MONTGOMERYTrustee-$0--
MICHAEL MANNINGSecretary/Trustee-$0--
RHODA CROWNVice President/Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROSCOE VILLAGE FOUNDATIONRESTORATION OF HISTORIC SITEPRIVATECOSHOCTON, OH, US$469,115
Paid GrantCOSHOCTON CITY SCHOOLSCAPITAL/PLANETARIUMPUBLICCOSHOCTON, OH, US$75,000
Paid GrantCOSHOCTON PUBLIC LIBRARYCAPITAL/BOOKMOBILEPUBLICCOSHOCTON, OH, US$30,000
Paid GrantCOSHOCTON COUNTY AGRICULTURAL SOCIETYCAPITAL IMPROVEMENTSPUBLICCOSHOCTON, OH, US$25,000
Paid GrantDOLLARS FOR SCHOLARSPROGRAM SUPPORTPUBLICCOSHOCTON, OH, US$20,000
Paid GrantECHOING HILLS VILLAGECAPITAL IMPROVEMENTSPUBLICWARSAW, OH, US$15,000
Paid GrantCOSHOCTON COUNTY REGIONAL AIRPORTAIRSHOW PROGRAM SUPPORTPUBLICCOSHOCTON, OH, US$10,000
Paid GrantCENTRAL OHIO TECHNICAL COLLEGEASPIRE PROGRAM SUPPORTPUBLICNEWARK, OH, US$6,000
Paid GrantMONTESSORI PRESCHOOLCAPITAL/PLAYGROUND EQUIPMENTPUBLICCOSHOCTON, OH, US$5,000
Paid GrantJUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIOPROGRAM SUPPORTPUBLICCOSHOCTON, OH, US$3,300
Paid GrantRIVERVIEW LOCAL SCHOOL DISTRICTCAPITAL/CHROMEBOOKSPUBLICWARSAW, OH, US$3,000
Paid GrantCOSHOCTON COMMUNITY CHOIRANNUAL CAMPAIGNPUBLICCOSHOCTON, OH, US$500
Paid GrantFRIENDS OF THE MUSEUMANNUAL CAMPAIGNPUBLICCOSHOCTON, OH, US$100
Filing and Contact Details

Filer

Filer Name
Montgomery Foundation
EIN
23-7165768
Phone
7406222696
Address
365 N WHITEWOMAN STREET, COSHOCTON, OH 43812-1088

Signing Officer

Name
Linda Scott
Title
President
Phone
7406222696
Signed
2017-02-14
Discuss with paid preparer
No

Preparer

Firm
Joseph R Weaver CPA Inc
Address
2479 E MAIN ST, COLUMBUS, OH 43209-2442
Preparer
Joseph R Weaver
Phone
6142377471
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0667195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0127509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0528180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1519140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2379963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3317167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4331650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5304525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6380025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7333666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8615725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9236974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10505405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11309978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-18205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-485915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt559800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt699950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-7066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9165991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-91813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1269660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-18205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-485915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt419025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt559800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt699950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-7066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9165991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-5405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-91813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1269660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0509975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2369089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3316965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4350675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5364325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6479975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7326600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8620375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9402965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11218165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1269660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EARTHLINK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PEABODY ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ANGLOGOLD ASHANT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PETROBRAS INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FREEPORT MC MORAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PRIDE INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SESI LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TRANSOCEAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8UNITED STATES STEEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CHESAPEAKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10TOYS R US
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COMMUNITY HEALTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-200404
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-122329
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022375
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016191987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016314316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016169612
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0709775
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0709775
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0709775
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0725745
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015970
IRS990PF/DistributableAmountGrp/TotalTaxAmt015970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015439
IRS990PF/FMVAssetsEOYAmt015931316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07384082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06274147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05828514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02099245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02099246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02199569
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0256255
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0346357
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0102853
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt090102
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt090102
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06720307
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06945301
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06883332
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0141076
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0168983
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015439
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0133466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0929799
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0929799
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016455392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016338595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015931316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0141076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0168983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016455392
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016338595
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016314316
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016169612
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt016314316
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt016169612
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014735937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0456227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014189608
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0221039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt090102
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0725745
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014514898
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014735937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt164200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt129392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30

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Filings

Displayed year

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

Open filing
Assets
$16,338,595
Liabilities
$168,983
Net assets
$16,169,612
Revenue
$667,195
Expenses
$789,524
Net income
-$122,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.4$0.28$21.1$1.35$0.69$0.66
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.27$19.4$0.80$0.70$0.10
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.26$17.4$0.32$0.71$0.39
2021Detailed filing. Detailed filing data is available for this year.$17.4$0.25$17.2$2.07$0.80$1.27
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.24$15.9$0.18$0.55$0.38
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.22$17.1$1.53$1.18$0.36
2017Detailed filing. Detailed filing data is available for this year.$16.9$0.20$16.7$1.40$0.83$0.57
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.17$16.2$0.67$0.79$0.12
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.14$16.3$1.12$0.91$0.21
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.12$16.1$1.45$0.86$0.59
2013Detailed filing. Detailed filing data is available for this year.$15.6$0.09$15.6$1.50$0.84$0.66
2012Detailed filing. Detailed filing data is available for this year.$15.0$0.07$14.9$6.31
2011Detailed filing. Detailed filing data is available for this year.$19.8$0.05$19.8$1.21