Civic Intelligence

B C Jones Trust

990PF • Fiscal year 2011 • EIN 23-7960049

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

PO Box 87816901
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

37th percentile

-2.5%

Faster asset growth than 37% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$559,996

Down $14,393 (-2.5%) from 2010

Net Assets

Down

$559,996

Down $14,393 (-2.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,699

Up $1,016 (+2.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $574,389Liabilities 2010: $0Net Assets 2010: $574,3892010Assets 2011: $559,996Liabilities 2011: $0Net Assets 2011: $559,9962011Assets 2012: $540,329Liabilities 2012: $0Net Assets 2012: $540,3292012Assets 2013: $522,169Liabilities 2013: $0Net Assets 2013: $522,1692013Assets 2014: $511,509Liabilities 2014: $0Net Assets 2014: $511,5092014Assets 2015: $468,508Liabilities 2015: $0Net Assets 2015: $468,5082015Assets 2016: $445,572Liabilities 2016: $0Net Assets 2016: $445,5722016Assets 2017: $430,802Liabilities 2017: $0Net Assets 2017: $430,8022017Assets 2018: $397,753Liabilities 2018: $0Net Assets 2018: $397,7532018Assets 2019: $364,018Liabilities 2019: $0Net Assets 2019: $364,0182019Assets 2020: $331,849Liabilities 2020: $0Net Assets 2020: $331,8492020Assets 2021: $307,751Liabilities 2021: $0Net Assets 2021: $307,7512021Assets 2022: $293,097Liabilities 2022: $0Net Assets 2022: $293,0972022Assets 2023: $302,875Liabilities 2023: $0Net Assets 2023: $302,8752023Assets 2024: $275,178Liabilities 2024: $0Net Assets 2024: $275,1782024

Highlighted filing

2011

Assets$559,996
Liabilities$0
Net Assets$559,996

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $50,6832010Expenses 2011: $51,6992011Expenses 2012: $52,5942012Revenue 2013: $19,028Expenses 2013: $52,889Net Income 2013: -$33,8612013Revenue 2014: $19,259Expenses 2014: $53,119Net Income 2014: -$33,8602014Revenue 2015: $13,904Expenses 2015: $55,323Net Income 2015: -$41,4192015Revenue 2016: $14,722Expenses 2016: $54,886Net Income 2016: -$40,1642016Revenue 2017: $16,865Expenses 2017: $55,845Net Income 2017: -$38,9802017Revenue 2018: $16,762Expenses 2018: $55,954Net Income 2018: -$39,1922018Revenue 2019: $16,121Expenses 2019: $56,855Net Income 2019: -$40,7342019Revenue 2020: $12,040Expenses 2020: $55,861Net Income 2020: -$43,8212020Revenue 2021: $13,874Expenses 2021: $60,611Net Income 2021: -$46,7372021Revenue 2022: $9,932Expenses 2022: $57,596Net Income 2022: -$47,6642022Revenue 2023: $15,594Expenses 2023: $61,867Net Income 2023: -$46,2732023Revenue 2024: $15,521Expenses 2024: $61,732Net Income 2024: -$46,2112024

Highlighted filing

2011

Revenue-
Expenses$51,699
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD H OWLETTTrustee-$0--
THOMAS M OWLETTTrustee-$0--
LOUISE W JONESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBREVARD ALZHEIMER'S FOUNDATIONconducted by the foundationFunding to support research501(c)(3)MELBOURNE, FL, US$5,000
Paid GrantMAXWELL C KING CENTERarts center for theFunding to support the performingeducational theatre programs501(c)(3)MELBOURNE, FL, US$5,000
Paid GrantGEISINGER FOUNDATIONChildren's MircaleFunding to support theNetwork501(c)(3)DANVILLE, PA, US$4,000
Paid GrantHOPE ENTERPRISES INCthe organization in theirFuthering the work ofvarious programs501(c)(3)WILLIAMSPORT, PA, US$4,000
Paid GrantSUSQUEHANNA HEALTH SYSTEMHospice Care501(c)(3)WILLIAMSPORT, PA, US$4,000
Paid GrantST ANTHONY'S CENTERkitchen operated by the centerFurthering the work of the Soup501(c)(3)WILLIAMSPORT, PA, US$4,000
Paid GrantFRIENDS OF SERENE HARBOR INCthe women's shelterFunding to support501(c)(3)INDIAN HARBOR, FL, US$3,500
Paid GrantFIRST UNITED METHODIST CHURCHwith their vaious physicalFunding to support the churchrequirements501(c)(3)WILLIAMSPORT, PA, US$3,000
Paid GrantSUNTREE METHODIST CHURCHchurch with their vaiousFunding to support thephysical requirements501(c)(3)MELBOURNE, FL, US$3,000
Paid GrantTHE HAVEN FOR CHILDRENpeople with necessary food,Funding to provide needyclothing and or shelter501(c)(3)MELBOURNE, FL, US$3,000
Paid GrantSCHEIE EYE INSTITUTEconducted by theFunding to support researcheye institute501(c)(3)PHILADELPHIA, PA, US$2,000
Paid GrantWILDWOOD CEMETERY COFor their Purposes501(c)(3)WILLIAMSPORT, PA, US$500
Filing and Contact Details

Filer

EIN
23-7960049
Raw XML AppendixShowing 400 of 433 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0170964
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Northern Trust
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0321177
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0363469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Northern Trust
InvestmentsOtherSchedule2/InvestmentsOther/BookValue013528
InvestmentsOtherSchedule2/InvestmentsOther/BookValue135338
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Northern Trust - Real Estate Funds
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Northern Trust - Commodities
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV012120
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV143733
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022463
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-12-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Northern Trust ST Gains - Covered (See attached)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Northern Trust ST Gains - Noncovered (See attached)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Northern Trust LT Gains - Covered (See attached)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Northern Trust LT Gains - Noncovered (See attached)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWARD H OWLETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1THOMAS M OWLETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LOUISE W JONES
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10726 ROUTE 660
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12624 DAWSON RD
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THOMAS M OWLETT
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10The purpose of the foundation is to provide grant funds to enhance specific charitablecapital projects in PA & FL that benefit medical, social or religiousinstitutions. Twelve charitable organiztions benefited during 2011.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1041000
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount74000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount84000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount93000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount103000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0conducted by the foundationFunding to support research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1with their vaious physicalFunding to support the churchrequirements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2the women's shelterFunding to support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Children's MircaleFunding to support theNetwork
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4the organization in theirFuthering the work ofvarious programs
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5arts center for theFunding to support the performingeducational theatre programs
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6conducted by theFunding to support researcheye institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Hospice Care
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8kitchen operated by the centerFurthering the work of the Soup
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9church with their vaiousFunding to support thephysical requirements
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10people with necessary food,Funding to provide needyclothing and or shelter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11For their Purposes
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BREVARD ALZHEIMER'S FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FIRST UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FRIENDS OF SERENE HARBOR INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13GEISINGER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HOPE ENTERPRISES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MAXWELL C KING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16SCHEIE EYE INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17SUSQUEHANNA HEALTH SYSTEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ST ANTHONY'S CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19SUNTREE METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110THE HAVEN FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111WILDWOOD CEMETERY CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104676 NORTH WICKHAM ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112 ROSS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121861 S PATRICK DRIVE BOX 185
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13100 N ACADEMY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141536 CATHERINE STRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153865 N WICKHAM ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1651 NORTH 39TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171100 GRAMPIAN BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18123 WEST WILLOW AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine197400 N WICKMAN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO BOX 327
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111601 WILDWOOD BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MELBOURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WILLIAMSPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2INDIAN HARBOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DANVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WILLIAMSPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MELBOURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WILLIAMSPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8WILLIAMSPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MELBOURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10MELBOURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11WILLIAMSPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032935
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode117717
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode232937
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode317822
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode417701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode532902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode619104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode717701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode817701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode932940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1032902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1117701
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear041000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear032832
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032832
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1011887
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2012503
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309769
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404280
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5011987
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5011987
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear050546
IRS990PF/UndistributedIncome/ExcessFromCurrentYear012107
IRS990PF/UndistributedIncome/ExcessFromYear1011887
IRS990PF/UndistributedIncome/ExcessFromYear2012503
IRS990PF/UndistributedIncome/ExcessFromYear309769
IRS990PF/UndistributedIncome/ExcessFromYear404280
IRS990PF/UndistributedIncome/QualifyingDistributions044939
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus012107
IRS990PF/UndistributedIncome/TotalCorpus062533
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover050426
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount03939
LegalFeesSchedule/LegalFees/Amount11307
LegalFeesSchedule/LegalFees/Category0Owlett & Lewis, PC Legal
LegalFeesSchedule/LegalFees/Category1Owlett & Lewis, PC 990-PF Preparation
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03939
LegalFeesSchedule/LegalFees/NetInvestmentIncome01307
OtherDecreasesSchedule/OtherDecreases/Amount036
OtherDecreasesSchedule/OtherDecreases/Description0Cost Basis Adjustment
OtherExpensesSchedule/OtherExpenses/Description0Other Expense
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0142
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0142
OtherIncomeSchedule2/OtherIncome/Description0Capital Gain Dividends
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02480
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02480
OtherIncreasesSchedule/OtherIncreases/Amount012399
OtherIncreasesSchedule/OtherIncreases/Description0Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04872

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16$0.62$0.46
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16$0.62$0.46
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.10$0.58$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.14$0.61$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.12$0.56$0.44
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.16$0.57$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.17$0.56$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.17$0.56$0.39
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.15$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.14$0.55$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.19$0.53$0.34
2013Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.19$0.53$0.34
2012Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.53
2011Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.52
2010Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.51