Civic Intelligence

Minerva Schaal Trust UW FBO John & Minerva Schaal Memorial

990PF • Fiscal year 2016 • EIN 25-6160466

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

Organization Profile
One M T Plaza 7th FloorBuffalo, NY 14203

(716) 842-5581

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

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

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Net Margin

69th percentile

33%

Higher net margin than 69% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

95th percentile

$14,025

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Asset Growth

69th percentile

3.3%

Faster asset growth than 69% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-31%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$751,326

Up $24,193 (+3.3%) from 2015

Net Assets

Up

$751,326

Up $24,193 (+3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin69th percentile

Revenue

Down

$86,407

Down $39,639 (-31%) from 2015

Expenses

Up

$57,563

Up $112 (+0.2%) from 2015

Net Income

Down

$28,844

Down $39,751 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.0M$500K$0Assets 2010: $704,558Liabilities 2010: $0Net Assets 2010: $704,5582010Assets 2012: $656,012Liabilities 2012: $0Net Assets 2012: $656,0122012Assets 2013: $631,068Liabilities 2013: $0Net Assets 2013: $631,0682013Assets 2014: $654,136Liabilities 2014: $0Net Assets 2014: $654,1362014Assets 2015: $727,133Liabilities 2015: $0Net Assets 2015: $727,1332015Assets 2016: $751,326Liabilities 2016: $0Net Assets 2016: $751,3262016Assets 2017: $787,683Liabilities 2017: $0Net Assets 2017: $787,6832017Assets 2018: $794,467Liabilities 2018: $0Net Assets 2018: $794,4672018Assets 2019: $778,354Liabilities 2019: $0Net Assets 2019: $778,3542019Assets 2020: $755,561Liabilities 2020: $0Net Assets 2020: $755,5612020Assets 2021: $798,858Liabilities 2021: $0Net Assets 2021: $798,8582021Assets 2022: $804,364Liabilities 2022: $0Net Assets 2022: $804,3642022Assets 2023: $785,081Liabilities 2023: $0Net Assets 2023: $785,0812023Assets 2024: $790,793Liabilities 2024: $0Net Assets 2024: $790,7932024

Highlighted filing

2016

Assets$751,326
Liabilities$0
Net Assets$751,326
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $49,8712010Expenses 2012: $52,3242012Revenue 2013: $29,059Expenses 2013: $54,003Net Income 2013: -$24,9442013Revenue 2014: $78,737Expenses 2014: $55,666Net Income 2014: $23,0712014Revenue 2015: $126,046Expenses 2015: $57,451Net Income 2015: $68,5952015Revenue 2016: $86,407Expenses 2016: $57,563Net Income 2016: $28,8442016Revenue 2017: $91,950Expenses 2017: $55,196Net Income 2017: $36,7542017Revenue 2018: $69,567Expenses 2018: $62,801Net Income 2018: $6,7662018Revenue 2019: $42,006Expenses 2019: $58,122Net Income 2019: -$16,1162019Revenue 2020: $33,177Expenses 2020: $56,107Net Income 2020: -$22,9302020Revenue 2021: $82,560Expenses 2021: $39,122Net Income 2021: $43,4382021Revenue 2022: $43,377Expenses 2022: $37,743Net Income 2022: $5,6342022Revenue 2023: $35,760Expenses 2023: $54,709Net Income 2023: -$18,9492023Revenue 2024: $61,194Expenses 2024: $54,642Net Income 2024: $6,5522024

Highlighted filing

2016

Revenue$86,407
Expenses$57,563
Net Income$28,844
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T BANKTrustee-$14,025-$14,025
Filing and Contact Details

Filer

Filer Name
Schaal John D-mem
EIN
25-6160466
Phone
7168425581
Address
ONE M T PLAZA 7TH FLOOR, BUFFALO, NY 14203

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
7168425581
Signed
2017-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Eric W Coursey
Phone
8043444548
Raw XML AppendixShowing 400 of 544 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt636050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt924349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt660000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc095. WISDOMTREE JAPAN HEDGED EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11344.989 CREDIT SUISSE COMDTY RTN STRAT CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22524.51 FPA NEW INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35621.796 FEDERATED ULTRA SHORT BOND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4155. ISHARES CRNCY HDGD MSCI EUROZONE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52896.346 RIDGEWORTH SEIX FLTNG RT HI INC FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6313.234 VANGUARD #94 INSTITUTIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc735. VANGUARD HEALTH CARE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc855. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9204.698 VANGUARD #94 INSTITUTIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101408.451 VANGUARD SHORT-TERM INV GRD CL ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1117. VANGUARD CONSUMER DISCRETIONARY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12222. VANGUARD FINANCIALS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1326. VANGUARD HEALTH CARE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1432. VANGUARD INDUSTRIALS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1552. VANGUARD INFORMATION TECHNOLOGY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1665. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066284
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028844
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04652
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0755978
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0727133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0751326
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038856
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038856
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038856
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039574
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0718
IRS990PF/DistributableAmountGrp/TotalTaxAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02216
IRS990PF/FMVAssetsEOYAmt0812010
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0727133
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0751326
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0817
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0702677
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0723333
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0784017
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023639
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027993
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0727133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0751326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0812010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0727133
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0751326
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0727133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0751326
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0803542
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0778708
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012053
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039574
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0791489
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0803542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M AND T BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 WEHRLE DRIVE 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt039028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0791489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0839217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0862842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0818542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0768819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0784749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24655
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039282
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0718
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$751,326
Liabilities
$0
Net assets
$751,326
Revenue
$86,407
Expenses
$57,563
Net income
$28,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.61$0.55$0.07
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.36$0.55$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.43$0.38$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.83$0.39$0.43
2020Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.33$0.56$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.42$0.58$0.16
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.70$0.63$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.92$0.55$0.37
2016Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.86$0.58$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$1.26$0.57$0.69
2014Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.79$0.56$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.29$0.54$0.25
2012Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.52
2010Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.50