Civic Intelligence

The William Gerald Willett Charitable Foundation

990PF • Fiscal year 2017 • EIN 26-0890463

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
2809 Whirlaway CircleOak Hill, VA 20171-2031

(703) 391-0110

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

70%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,351,248

Up $152,345 (+3.6%) from 2016

Net Assets

Up

$4,351,248

Up $152,345 (+3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$409,815

Up $168,056 (+70%) from 2016

Expenses

Down

$257,466

Down $464,550 (-64%) from 2016

Net Income

Up

$152,349

Up $632,606 (+132%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,621,745Liabilities 2012: $0Net Assets 2012: $4,621,7452012Assets 2013: $4,352,157Liabilities 2013: $0Net Assets 2013: $4,352,1572013Assets 2014: $4,523,011Liabilities 2014: $0Net Assets 2014: $4,523,0112014Assets 2015: $4,679,160Liabilities 2015: $0Net Assets 2015: $4,679,1602015Assets 2016: $4,198,903Liabilities 2016: $0Net Assets 2016: $4,198,9032016Assets 2017: $4,351,248Liabilities 2017: $0Net Assets 2017: $4,351,2482017Assets 2018: $4,542,288Liabilities 2018: $0Net Assets 2018: $4,542,2882018Assets 2019: $4,724,186Liabilities 2019: $0Net Assets 2019: $4,724,1862019Assets 2020: $4,393,496Liabilities 2020: $0Net Assets 2020: $4,393,4962020Assets 2021: $4,115,728Liabilities 2021: $0Net Assets 2021: $4,115,7282021Assets 2022: $4,000,524Liabilities 2022: $0Net Assets 2022: $4,000,5242022Assets 2023: $4,162,073Liabilities 2023: $0Net Assets 2023: $4,162,0732023Assets 2024: $4,221,365Liabilities 2024: $0Net Assets 2024: $4,221,3652024

Highlighted filing

2017

Assets$4,351,248
Liabilities$0
Net Assets$4,351,248
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $452,5042012Revenue 2013: $424,790Expenses 2013: $694,378Net Income 2013: -$269,5882013Revenue 2014: $554,793Expenses 2014: $383,939Net Income 2014: $170,8542014Revenue 2015: $480,381Expenses 2015: $324,232Net Income 2015: $156,1492015Revenue 2016: $241,759Expenses 2016: $722,016Net Income 2016: -$480,2572016Revenue 2017: $409,815Expenses 2017: $257,466Net Income 2017: $152,3492017Revenue 2018: $471,840Expenses 2018: $280,800Net Income 2018: $191,0402018Revenue 2019: $252,085Expenses 2019: $70,187Net Income 2019: $181,8982019Revenue 2020: $125,630Expenses 2020: $456,320Net Income 2020: -$330,6902020Revenue 2021: $160,819Expenses 2021: $438,587Net Income 2021: -$277,7682021Revenue 2022: $323,567Expenses 2022: $438,771Net Income 2022: -$115,2042022Revenue 2023: $620,366Expenses 2023: $458,817Net Income 2023: $161,5492023Revenue 2024: $677,701Expenses 2024: $618,409Net Income 2024: $59,2922024

Highlighted filing

2017

Revenue$409,815
Expenses$257,466
Net Income$152,349
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM G WILLETTPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCRISTINE WILLETT MEMORIAL SCHOLARSHIP PROGRAM SAINT JEROME CHURCHCHARITABLEPCFANCY FARM, KY, US$250,000
Paid GrantST MARY'S CATHOLIC CHURCHCHARITABLEPCKENNESAW, GA, US$250
Filing and Contact Details

Filer

Filer Name
The William Gerald Willett
EIN
26-0890463
Phone
7033910110
Address
2809 WHIRLAWAY CIRCLE, OAK HILL, VA 20171-2031

Signing Officer

Name
William Gerald Willet
Title
President
Phone
7033910110
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878-7340
Preparer
William Leffler
Phone
3012963600
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01966
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0177
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070558
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0281419
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0254002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0257466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0284883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0409815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52004-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92004-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt421771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt621993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt423128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt531891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt423128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt531891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt610425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt444899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt532418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt632418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 CONSOLIDATED EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500 CONSOLIDATED EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214.333 CONSOLIDATED EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc314.811 CONSOLIDATED EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4570.856 CONSOLIDATED EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300 UPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6300 UPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71 UPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80.895 UPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc90.538 ENBRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0121520
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0152349
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04351252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04198903
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04351248
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0358919
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0358919
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0358919
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0364547
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05628
IRS990PF/DistributableAmountGrp/TotalTaxAmt05628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05628
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04976
IRS990PF/FMVAssetsEOYAmt08303740
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03720440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03797009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07806322
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0710
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0710
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0454448
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0472881
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0416060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04198903
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04351248
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04198903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04351248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08303740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04198903
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04351248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04198903
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04351248
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07401975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07358741
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0111030
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0364547
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07290945
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07401975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00

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Filings

Displayed year

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

Open filing
Assets
$4,351,248
Liabilities
$0
Net assets
$4,351,248
Revenue
$409,815
Expenses
$257,466
Net income
$152,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.68$0.62$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.62$0.46$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.32$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.16$0.44$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.13$0.46$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.25$0.07$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.47$0.28$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.41$0.26$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.24$0.72$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.48$0.32$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.55$0.38$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.42$0.69$0.27
2012Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.45