Civic Intelligence

The Daniel Joseph Foundation Inc

990PF • Fiscal year 2016 • EIN 26-0193157

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
502 Washington Avenue 8th FloorTowson, MD 21204

(410) 321-0600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-71%

Higher net margin than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-10.0%

Faster asset growth than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$123,998

Down $13,744 (-10.0%) from 2015

Net Assets

Down

$123,998

Down $13,744 (-10.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$19,337

Up $2,494 (+15%) from 2015

Expenses

Down

$33,081

Down $14,410 (-30%) from 2015

Net Income

Up

-$13,744

Up $16,904 (+55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2012: $257,311Liabilities 2012: $0Net Assets 2012: $257,3112012Assets 2013: $220,489Liabilities 2013: $0Net Assets 2013: $220,4892013Assets 2014: $168,390Liabilities 2014: $0Net Assets 2014: $168,3902014Assets 2015: $137,742Liabilities 2015: $0Net Assets 2015: $137,7422015Assets 2016: $123,998Liabilities 2016: $0Net Assets 2016: $123,9982016Assets 2017: $104,759Liabilities 2017: $0Net Assets 2017: $104,7592017Assets 2018: $84,879Liabilities 2018: $0Net Assets 2018: $84,8792018Assets 2019: $73,115Liabilities 2019: $0Net Assets 2019: $73,1152019Assets 2020: $81,013Liabilities 2020: $0Net Assets 2020: $81,0132020Assets 2021: $53,082Liabilities 2021: $0Net Assets 2021: $53,0822021Assets 2022: $49,963Liabilities 2022: $0Net Assets 2022: $49,9632022Assets 2023: $42,237Liabilities 2023: $0Net Assets 2023: $42,2372023Assets 2024: $40,165Liabilities 2024: $0Net Assets 2024: $40,1652024

Highlighted filing

2016

Assets$123,998
Liabilities$0
Net Assets$123,998
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $128,8582012Revenue 2013: $21,755Expenses 2013: $58,577Net Income 2013: -$36,8222013Revenue 2014: $18,818Expenses 2014: $70,917Net Income 2014: -$52,0992014Revenue 2015: $16,843Expenses 2015: $47,491Net Income 2015: -$30,6482015Revenue 2016: $19,337Expenses 2016: $33,081Net Income 2016: -$13,7442016Revenue 2017: $28,567Expenses 2017: $47,806Net Income 2017: -$19,2392017Revenue 2018: $18,756Expenses 2018: $38,636Net Income 2018: -$19,8802018Revenue 2019: $10,047Expenses 2019: $26,299Net Income 2019: -$16,2522019Revenue 2020: $16,412Expenses 2020: $11,735Net Income 2020: $4,6772020Revenue 2021: $12,183Expenses 2021: $40,114Net Income 2021: -$27,9312021Revenue 2022: $8,983Expenses 2022: $12,102Net Income 2022: -$3,1192022Revenue 2023: $2,591Expenses 2023: $10,317Net Income 2023: -$7,7262023Revenue 2024: $2,932Expenses 2024: $5,004Net Income 2024: -$2,0722024

Highlighted filing

2016

Revenue$19,337
Expenses$33,081
Net Income-$13,744
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYER GUTTMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Daniel Joseph Foundation Inc
EIN
26-0193157
Phone
4103210600
Address
502 WASHINGTON AVENUE 8TH FLOOR, TOWSON, MD 21204

Signing Officer

Name
Mayer Guttman
Title
Trustee
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Raw XML AppendixShowing 400 of 424 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09334
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0186684
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0189527
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAYER GUTTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0502 WASHINGTON AVENUE 8TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt048015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt048153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt041300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt063750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0123644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0132758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.257202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.20015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.24665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.17224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.36562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.30135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0186684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0206345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0258469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0290291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0338176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0440539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.286010
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0502 WASHINGTON AVENUE 8TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOWSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAYER GUTTMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAYER GUTTMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103210600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0502 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOWSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AGUDATH ISRAEL OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TORAH INSTITUTE OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2YESHIVA STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BAIS MEDRASH GEVOHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4JEWISH COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06200 PARK HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt135 ROSEWOOD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21870 DRUMGOOLE ROAD EP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3617 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45082 EAST HAMPDEN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OWINGS MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480222
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09059
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0106947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0110855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0110855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0243393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018441
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0106947
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018441
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0354248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0335807
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02600
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEVIN & GANN P.A.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02600
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01457
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RBC WEALTH MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01457
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01457
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt061
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1213
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt1213
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1213
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$123,998
Liabilities
$0
Net assets
$123,998
Revenue
$19,337
Expenses
$33,081
Net income
-$13,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.12$0.40$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.16$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.10$0.26$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.19$0.39$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.29$0.48$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.19$0.33$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.17$0.47$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.19$0.71$0.52
2013Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.22$0.59$0.37
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.29