Civic Intelligence

Nahikian Family Foundation

990PF • Fiscal year 2013 • EIN 25-6882634

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

Organization Profile
1525 W Wt Harris Blvd D1114-04428262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$30,452

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,897,764

Down $36,974 (-1.9%) from 2012

Net Assets

Down

$1,897,764

Down $36,974 (-1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

$82,436

No earlier filing loaded for comparison.

Expenses

Up

$118,977

Up $54,648 (+85%) from 2012

Net Income

-$36,541

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,934,738Liabilities 2012: $0Net Assets 2012: $1,934,7382012Assets 2013: $1,897,764Liabilities 2013: $0Net Assets 2013: $1,897,7642013Assets 2014: $2,216,160Liabilities 2014: $0Net Assets 2014: $2,216,1602014Assets 2015: $2,102,029Liabilities 2015: $0Net Assets 2015: $2,102,0292015Assets 2016: $2,003,641Liabilities 2016: $0Net Assets 2016: $2,003,6412016Assets 2017: $1,974,660Liabilities 2017: $0Net Assets 2017: $1,974,6602017Assets 2018: $2,314,179Liabilities 2018: $0Net Assets 2018: $2,314,1792018Assets 2019: $2,375,646Liabilities 2019: $0Net Assets 2019: $2,375,6462019Assets 2020: $2,351,959Liabilities 2020: $0Net Assets 2020: $2,351,9592020Assets 2021: $2,522,969Liabilities 2021: $0Net Assets 2021: $2,522,9692021Assets 2022: $2,369,026Liabilities 2022: $0Net Assets 2022: $2,369,0262022Assets 2023: $2,271,397Liabilities 2023: $0Net Assets 2023: $2,271,3972023Assets 2024: $2,421,681Liabilities 2024: $0Net Assets 2024: $2,421,6812024

Highlighted filing

2013

Assets$1,897,764
Liabilities$0
Net Assets$1,897,764
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $64,3292012Revenue 2013: $82,436Expenses 2013: $118,977Net Income 2013: -$36,5412013Revenue 2014: $439,294Expenses 2014: $117,997Net Income 2014: $321,2972014Revenue 2015: $30,096Expenses 2015: $146,952Net Income 2015: -$116,8562015Revenue 2016: $33,638Expenses 2016: $129,683Net Income 2016: -$96,0452016Revenue 2017: $104,000Expenses 2017: $133,007Net Income 2017: -$29,0072017Revenue 2018: $472,893Expenses 2018: $135,166Net Income 2018: $337,7272018Revenue 2019: $192,897Expenses 2019: $135,441Net Income 2019: $57,4562019Revenue 2020: $97,367Expenses 2020: $120,141Net Income 2020: -$22,7742020Revenue 2021: $335,796Expenses 2021: $165,135Net Income 2021: $170,6612021Revenue 2022: $16,689Expenses 2022: $171,107Net Income 2022: -$154,4182022Revenue 2023: $85,219Expenses 2023: $192,216Net Income 2023: -$106,9972023Revenue 2024: $318,513Expenses 2024: $166,749Net Income 2024: $151,7642024

Highlighted filing

2013

Revenue$82,436
Expenses$118,977
Net Income-$36,541
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$30,452-$30,452
EDWIN H NAHIKIANCommittee Member-$0--
GLENN E NAHIKIANCommitte Member-$0--
KURT NAHIKIANCommitte Member-$0--
Filing and Contact Details

Filer

EIN
25-6882634
Phone
8003523705

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2014-04-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-8094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1427225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-8094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt335789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt823997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1235549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1333467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0282. ISHARES S&P 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1242. ISHARES S&P 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2251. ISHARES IBOXX $ INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3310. ISHARES IBOXX $ INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4205.78885 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52074.00415 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61621.96 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72715.521 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84331.537 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91798.676 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10334. POWERSHARES DB COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11132. POWERSHARES DB COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121384.318 ROYCE SPECIAL EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131303.221 ROYCE SPECIAL EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041971
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36541
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01612
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01179
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01899376
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01934738
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01897764
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0105067
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0105067
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0105067
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0106158
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01091
IRS990PF/DistributableAmountGrp/TotalTaxAmt01091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0420
IRS990PF/FMVAssetsEOYAmt02235407
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01934738
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01897764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0570079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0556881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0806924
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01267015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01617856
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0343011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0784803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01934738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01897764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02235407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01934738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01897764
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01934738
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01897764
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02155495
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0102019
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02053476
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032332
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106158
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02123163
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02155495
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWIN H NAHIKIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GLENN E NAHIKIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KURT NAHIKIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COMMITTEE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2COMMITTE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3COMMITTE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1119 FLAGSHIP LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1224103 SIMO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine131719 BUTTRICK SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1HILTON HEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PLAINFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3ADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0282881114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode129928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode269544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode349301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt097494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt033307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02123163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01251848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01019504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0975240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0533704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0627446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt092970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229595
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt092970
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt092970
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt092970
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,897,764
Liabilities
$0
Net assets
$1,897,764
Revenue
$82,436
Expenses
$118,977
Net income
-$36,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.32$0.17$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.09$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.02$0.17$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.34$0.17$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.19$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.47$0.14$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.03$0.13$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.03$0.15$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.44$0.12$0.32
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.12$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.06