Civic Intelligence

Della Martin Foundation C/O Sheppard Mullin Richter & Hampton

990PF • Fiscal year 2017 • EIN 23-7444954

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 21, 2018

Organization Profile
333 South Hope Street 43RD FloorLos Angeles, CA 90071

(213) 617-4143

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$1,500

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

98%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,216,470

Up $605,218 (+9.2%) from 2016

Net Assets

Up

$7,216,470

Up $605,218 (+9.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$1,195,286

Up $590,196 (+98%) from 2016

Expenses

Up

$590,068

Up $100,148 (+20%) from 2016

Net Income

Up

$605,218

Up $490,048 (+425%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $6,611,252Liabilities 2016: $0Net Assets 2016: $6,611,2522016Assets 2017: $7,216,470Liabilities 2017: $0Net Assets 2017: $7,216,4702017Assets 2018: $7,057,866Liabilities 2018: $0Net Assets 2018: $7,057,8662018Assets 2019: $6,809,161Liabilities 2019: $0Net Assets 2019: $6,809,1612019Assets 2020: $7,236,884Liabilities 2020: $0Net Assets 2020: $7,236,8842020Assets 2021: $7,504,343Liabilities 2021: $0Net Assets 2021: $7,504,3432021Assets 2022: $7,731,447Liabilities 2022: $0Net Assets 2022: $7,731,4472022Assets 2023: $7,740,285Liabilities 2023: $0Net Assets 2023: $7,740,2852023Assets 2024: $7,921,609Liabilities 2024: $0Net Assets 2024: $7,921,6092024

Highlighted filing

2017

Assets$7,216,470
Liabilities$0
Net Assets$7,216,470
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $605,090Expenses 2016: $489,920Net Income 2016: $115,1702016Revenue 2017: $1,195,286Expenses 2017: $590,068Net Income 2017: $605,2182017Revenue 2018: $542,469Expenses 2018: $701,073Net Income 2018: -$158,6042018Revenue 2019: $347,364Expenses 2019: $596,069Net Income 2019: -$248,7052019Revenue 2020: $956,532Expenses 2020: $528,809Net Income 2020: $427,7232020Revenue 2021: $668,947Expenses 2021: $401,488Net Income 2021: $267,4592021Revenue 2022: $582,003Expenses 2022: $354,899Net Income 2022: $227,1042022Revenue 2023: $651,370Expenses 2023: $642,532Net Income 2023: $8,8382023Revenue 2024: $960,450Expenses 2024: $779,126Net Income 2024: $181,3242024

Highlighted filing

2017

Revenue$1,195,286
Expenses$590,068
Net Income$605,218
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP A SWANTrustee-$1,500-$1,500
ALLEN W MATHIES JR M DTrustee-$1,500-$1,500
KELLY KINNONTrustee-$1,500-$1,500
EILEEN D SHEPPARDTrustee-$1,000-$1,000
LAURENCE K GOULD JRTrustee-$0--
JAMES A LONERGANTrustee-$0--
NANCY B REIMANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Della Martin Foundation
EIN
23-7444954
In Care Of
% SHEPPARDMULLINRICHTER&HAMP
Phone
2136174143
Address
333 South Hope Street 43RD Floor, Los Angeles, CA 90071

Signing Officer

Name
Laurence K Gould Jr
Title
Trustee
Phone
2136174143
Signed
2018-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
550 S Hope St Suite 1500, Los Angeles, CA 90071
Preparer
Carey McKee
Phone
2139724000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11751397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11021840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11021840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12773237
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01021577
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0605218
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06611252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07216470
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0427606
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0427606
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011072
IRS990PF/DistributableAmountGrp/TotalTaxAmt011072
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05517
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05555
IRS990PF/FMVAssetsEOYAmt09186181
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0905174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0916150
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04345673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04437604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06394808
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06611252
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07216470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0220374
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0275991
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0275991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06611252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07216470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09186181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06611252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07216470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06611252
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07216470
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01290985
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01597701
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01599232
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08907159
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0425076
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08482083
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0133607
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0438678
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08773552
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08907159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.8
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EILEEN D SHEPPARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHILIP A SWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLEN W MATHIES JR M D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KELLY KINNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LAURENCE K GOULD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMES A LONERGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6NANCY B REIMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6333 South Hope Street 43RD Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd590071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd690071
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0430264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0441336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0407481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0421744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0377347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0358360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0317170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08773552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07990456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08082770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08036389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07439115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06762122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0502017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245205
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0490945
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0502017
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011072
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0502017
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,216,470
Liabilities
$0
Net assets
$7,216,470
Revenue
$1,195,286
Expenses
$590,068
Net income
$605,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.96$0.78$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.65$0.64$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.58$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.67$0.40$0.27
2020Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.96$0.53$0.43
2019Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.35$0.60$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.54$0.70$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$1.20$0.59$0.61
2016Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.61$0.49$0.12