Civic Intelligence

John Stauffer Charitable Trust

990PF • Fiscal year 2018 • EIN 23-7434707

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 30, 2019

Organization Profile
301 N Lake Ave Suite 1000Pasadena, CA 91101

(626) 793-9400

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$163,686

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

7.5%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$37,161,200

Up $970,956 (+2.7%) from 2017

Net Assets

Up

$37,161,198

Up $970,954 (+2.7%) from 2017

Liabilities

Up

$2

Up $2 from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin77th percentile

Revenue

Up

$3,996,110

Up $279,122 (+7.5%) from 2017

Expenses

Down

$3,029,568

Down $177,869 (-5.5%) from 2017

Net Income

Up

$966,542

Up $456,991 (+90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40M$30M$20M$10M$0Assets 2016: $35,686,203Liabilities 2016: $0Net Assets 2016: $35,686,2032016Assets 2017: $36,190,244Liabilities 2017: $0Net Assets 2017: $36,190,2442017Assets 2018: $37,161,200Liabilities 2018: $2Net Assets 2018: $37,161,1982018Assets 2019: $37,424,570Liabilities 2019: $4Net Assets 2019: $37,424,5662019Assets 2020: $34,787,801Liabilities 2020: $0Net Assets 2020: $34,787,8012020Assets 2021: $39,817,778Liabilities 2021: $0Net Assets 2021: $39,817,7782021Assets 2022: $37,603,499Liabilities 2022: $0Net Assets 2022: $37,603,4992022Assets 2023: $36,110,497Liabilities 2023: $0Net Assets 2023: $36,110,4972023Assets 2024: $34,094,477Liabilities 2024: $0Net Assets 2024: $34,094,4772024

Highlighted filing

2018

Assets$37,161,200
Liabilities$2
Net Assets$37,161,198
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $2,973,998Expenses 2016: $2,798,841Net Income 2016: $175,1572016Revenue 2017: $3,716,988Expenses 2017: $3,207,437Net Income 2017: $509,5512017Revenue 2018: $3,996,110Expenses 2018: $3,029,568Net Income 2018: $966,5422018Revenue 2019: $3,243,514Expenses 2019: $2,984,715Net Income 2019: $258,7992019Revenue 2020: $396,711Expenses 2020: $3,019,223Net Income 2020: -$2,622,5122020Revenue 2021: $8,946,774Expenses 2021: $3,897,193Net Income 2021: $5,049,5812021Revenue 2022: $1,373,346Expenses 2022: $3,596,817Net Income 2022: -$2,223,4712022Revenue 2023: $2,561,348Expenses 2023: $4,126,043Net Income 2023: -$1,564,6952023Revenue 2024: $1,616,089Expenses 2024: $3,684,919Net Income 2024: -$2,068,8302024

Highlighted filing

2018

Revenue$3,996,110
Expenses$3,029,568
Net Income$966,542
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F BRADLEYTrusteePT$163,686-$163,686
TIMOTHY J GOSNEYTrusteePT$163,686-$163,686
MICHAEL R WHALENTrusteePT$163,685-$163,685
Filing and Contact Details

Filer

Filer Name
John Stauffer Charitable Trust
EIN
23-7434707
Phone
6267939400
Address
301 N LAKE AVE SUITE 1000, PASADENA, CA 91101

Signing Officer

Name
Timothy J Gosney
Title
Trustee
Signed
2019-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Hkg Llp
Address
100 W WALNUT ST FL 7, PASADENA, CA 91124
Preparer
Curtis Natham
Phone
6265850666
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02503289
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0392846
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt098211
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0491057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02185000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02185000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01491427
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01491427
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0966542
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07485101
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05640
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05640
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02503289
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03599169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0104080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0104080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01394
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0148473
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0148473
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt044783
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt080868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02598021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0395547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03029568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03994716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03996110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0413021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0395547
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0844568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0766175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12471216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21743016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1525898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21949372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1525898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21949372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0794194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12997114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23692388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - SHORT TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - SHORT TERM NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02503289
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0966542
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037161198
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036190244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037161198
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02657446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02657446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02657446
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02693438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035992
IRS990PF/DistributableAmountGrp/TotalTaxAmt035992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0113782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0113782
IRS990PF/FMVAssetsEOYAmt051181866
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt037161198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt017002450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016155197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015552996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017375529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020224785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt034847151
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt08940
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt07487
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt07988
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01803323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0773729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0773729
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037161200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt051181866
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037161200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036190244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037161198
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054689094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01403441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt053285651
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0820336
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02693438
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053868758
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054689094
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EVERETT HARRIS & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0148473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt026522 LA ALAMEDA SUITE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MISSION VIEJO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0163685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1163686
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2163686
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL R WHALEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BRADLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY J GOSNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1180 SOUTH LAKE AVE SUITE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2301 N LAKE AVENUE SUITE 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02423071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02459063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02702984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02378208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02256185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02332110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01489301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt035992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt053868758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt051990677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049214605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049511651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049511806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt046654463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02598021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224906
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02562029
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02598021
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt035992

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,161,200
Liabilities
$2
Net assets
$37,161,198
Revenue
$3,996,110
Expenses
$3,029,568
Net income
$966,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.62$3.68$2.07
2023Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.56$4.13$1.56
2022Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.37$3.60$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$0.00$39.8$8.95$3.90$5.05
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.40$3.02$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$3.24$2.98$0.26
2018Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$3.03$0.97
2017Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$3.72$3.21$0.51
2016Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.97$2.80$0.18