Civic Intelligence

Melitta S and Joan M Pick Charitable Trust

990PF • Fiscal year 2019 • EIN 23-7243490

Feb 01, 2018 to Jan 31, 2019 • Filed on Sep 23, 2019

Organization Profile
Foley Lardner Llp 777 E WisconsinMilwaukee, WI 53202-5306

(414) 297-5750

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

18th percentile

-9.1%

Higher net margin than 18% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$237,025

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

24th percentile

-0.7%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$59,833,475

Down $397,356 (-0.7%) from 2018

Net Assets

Down

$59,833,475

Down $397,356 (-0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin18th percentile

Revenue

Up

$4,341,082

Up $520,711 (+14%) from 2018

Expenses

Up

$4,738,207

Up $165,942 (+3.6%) from 2018

Net Income

Up

-$397,125

Up $354,769 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$80M$60M$40M$20M$0Assets 2016: $61,900,588Liabilities 2016: $0Net Assets 2016: $61,900,5882016Assets 2017: $60,982,546Liabilities 2017: $0Net Assets 2017: $60,982,5462017Assets 2018: $60,230,831Liabilities 2018: $0Net Assets 2018: $60,230,8312018Assets 2019: $59,833,475Liabilities 2019: $0Net Assets 2019: $59,833,4752019Assets 2020: $59,955,335Liabilities 2020: $0Net Assets 2020: $59,955,3352020Assets 2021: $60,702,616Liabilities 2021: $0Net Assets 2021: $60,702,6162021Assets 2022: $69,688,567Liabilities 2022: $0Net Assets 2022: $69,688,5672022Assets 2023: $68,957,037Liabilities 2023: $0Net Assets 2023: $68,957,0372023Assets 2024: $67,523,610Liabilities 2024: $0Net Assets 2024: $67,523,6102024Assets 2025: $69,193,377Liabilities 2025: $0Net Assets 2025: $69,193,3772025

Highlighted filing

2019

Assets$59,833,475
Liabilities$0
Net Assets$59,833,475
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $3,246,161Expenses 2016: $3,427,639Net Income 2016: -$181,4782016Revenue 2017: $1,390,778Expenses 2017: $2,309,950Net Income 2017: -$919,1722017Revenue 2018: $3,820,371Expenses 2018: $4,572,265Net Income 2018: -$751,8942018Revenue 2019: $4,341,082Expenses 2019: $4,738,207Net Income 2019: -$397,1252019Revenue 2020: $5,141,952Expenses 2020: $5,020,357Net Income 2020: $121,5952020Revenue 2021: $5,211,629Expenses 2021: $4,465,532Net Income 2021: $746,0972021Revenue 2022: $15,533,257Expenses 2022: $6,547,511Net Income 2022: $8,985,7462022Revenue 2023: $3,575,634Expenses 2023: $4,307,016Net Income 2023: -$731,3822023Revenue 2024: $3,533,776Expenses 2024: $4,971,993Net Income 2024: -$1,438,2172024Revenue 2025: $8,226,644Expenses 2025: $6,553,505Net Income 2025: $1,673,1392025

Highlighted filing

2019

Revenue$4,341,082
Expenses$4,738,207
Net Income-$397,125
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
Sep 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FOLEY LARDNER LLP0-$237,025-$237,025
GEORGE A DIONISOPOULOSTrustee-$0--
RICHARD S GALLAGHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Melitta S and Joan M Pick Charitable Trust
EIN
23-7243490
In Care Of
% GEORGE A DIONISOPOULOS
Phone
4142975750
Address
FOLEY LARDNER LLP 777 E WISCONSIN, MILWAUKEE, WI 53202-5306

Signing Officer

Name
George a Dionisopoulos
Title
Trustee
Phone
4142712400
Signed
2019-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Jason J Kohout
Phone
4142712400
Raw XML AppendixShowing 400 of 499 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt045675
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FOLEY PRIVATE OFFICE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt027405
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt018270
CompensationExplanation/CompensationExplanationGrp/PersonNm0GEORGE A DIONISOPOULOS
CompensationExplanation/CompensationExplanationGrp/PersonNm1RICHARD S GALLAGHER
CompensationExplanation/CompensationExplanationGrp/PersonNm2FOLEY LARDNER LLP
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE EXPLANATION BELOW.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1SEE EXPLANATION BELOW.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2*TRUSTEE FEES FOR GEORGE A. DIONISOPOULOS AND RICHARD S. GALLAGHER ARE PAID TO FOLEY & LARDNER LLP UNDER EIN 39-0473800.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHEDULE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EQUITY MUTUAL FUNDS - SEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ATTACHED SCHEDULE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TAXABLE BOND MUTUAL FUNDS-SEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ATTACHED SCHEDULE.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0169620
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALLIANCEBERNSTEIN EUROPEAN OPP SERIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALLIANCEBERNSTEIN EUROPEAN OPP SERIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ALLIANCEBERNSTEIN EUROPEAN OPP SERIES SEC 1256 CONTRACTS & STRADDLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ALLIANCEBERNSTEIN EUROPEAN OPP SERIES SEC 1256 CONTRACTS AND STRADDLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FINL SVCS OPP CAYMAN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AB FINL SVCS OPP CAYMAN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FINL SVCS OPP CAYMAN - FINAL LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04062165
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2237025
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD S GALLAGHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FOLEY LARDNER LLP
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01996527
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GEORGE A DIONISOPOULOS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142975750
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM IS REQUIRED BUT APPLICATIONS SHOULD BE IN WRITING TO RECEIVE CONSIDERATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GEORGE A DIONISOPOULOS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142975750
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE GIVEN TO ORGANIZATIONS AND NOT INDIVIDUALS. THE FOUNDATION'S PRESENT PLANS PRECLUDE EXTENSIVE CONSIDERATION OF UNSOLICITED REQUESTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0830000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11200000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt485850
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3ALS RESEARCH AND CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4JOAN PICK NATURE PRESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0WEST BEND COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSEUM OF WISCONSIN ART INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4CEDAR LAKES CONSERVATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 833
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1205 VETERANS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt28701 W WATERTOWN PLANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt38701 W WATERTOWN PLANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 347
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0WEST BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1WEST BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4WEST BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0530950833
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd153095
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd253226
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd353226
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd453095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04055326
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt02315850
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04055326
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03808460
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0416486
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04023220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04224946
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0214760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0416486
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0212500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$59,833,475
Liabilities
$0
Net assets
$59,833,475
Revenue
$4,341,082
Expenses
$4,738,207
Net income
-$397,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$8.23$6.55$1.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.5$0.00$67.5$3.53$4.97$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$0.00$69.0$3.58$4.31$0.73
2022Detailed filing. Detailed filing data is available for this year.$69.7$0.00$69.7$15.5$6.55$8.99
2021Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$5.21$4.47$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$0.00$60.0$5.14$5.02$0.12
2019Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$4.34$4.74$0.40
2018Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$3.82$4.57$0.75
2017Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$1.39$2.31$0.92
2016Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$3.25$3.43$0.18