Civic Intelligence

The Eppes - Jefferson Foundation Inc

990PF • Fiscal year 2013 • EIN 26-2751096

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

99th percentile

995%

Faster asset growth than 99% of similar nonprofits.

2013 filings • $5M-$10M 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 / Assets20th percentile

Assets

Up

$9,907,647

Up $9,003,043 (+995%) from 2012

Net Assets

Up

$9,907,647

Up $9,003,043 (+995%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin98th percentile

Revenue

$9,158,975

No earlier filing loaded for comparison.

Expenses

Up

$155,932

Up $137,142 (+730%) from 2012

Net Income

$9,003,043

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10M$5.0M$0Assets 2010: $138,583Liabilities 2010: $0Net Assets 2010: $138,5832010Assets 2012: $904,604Liabilities 2012: $0Net Assets 2012: $904,6042012Assets 2013: $9,907,647Liabilities 2013: $0Net Assets 2013: $9,907,6472013Assets 2014: $9,227,048Liabilities 2014: $0Net Assets 2014: $9,227,0482014Assets 2016: $8,341,709Liabilities 2016: $0Net Assets 2016: $8,341,7092016Assets 2017: $8,052,314Liabilities 2017: $0Net Assets 2017: $8,052,3142017Assets 2018: $7,886,008Liabilities 2018: $0Net Assets 2018: $7,886,0082018Assets 2019: $8,111,556Liabilities 2019: $0Net Assets 2019: $8,111,5562019Assets 2020: $7,837,551Liabilities 2020: $0Net Assets 2020: $7,837,5512020Assets 2021: $8,026,606Liabilities 2021: $0Net Assets 2021: $8,026,6062021Assets 2022: $8,274,411Liabilities 2022: $2,344Net Assets 2022: $8,272,0672022Assets 2023: $8,090,611Liabilities 2023: $3,462Net Assets 2023: $8,087,1492023Assets 2024: $7,916,317Liabilities 2024: $3,819Net Assets 2024: $7,912,4982024

Highlighted filing

2013

Assets$9,907,647
Liabilities$0
Net Assets$9,907,647
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,4682010Expenses 2012: $18,7902012Revenue 2013: $9,158,975Expenses 2013: $155,932Net Income 2013: $9,003,0432013Revenue 2014: $2,519Expenses 2014: $683,118Net Income 2014: -$680,5992014Revenue 2016: $243,861Expenses 2016: $479,144Net Income 2016: -$235,2832016Revenue 2017: $167,691Expenses 2017: $457,086Net Income 2017: -$289,3952017Revenue 2018: $307,240Expenses 2018: $473,546Net Income 2018: -$166,3062018Revenue 2019: $732,151Expenses 2019: $506,603Net Income 2019: $225,5482019Revenue 2020: $241,540Expenses 2020: $515,545Net Income 2020: -$274,0052020Revenue 2021: $638,349Expenses 2021: $449,294Net Income 2021: $189,0552021Revenue 2022: $803,350Expenses 2022: $557,889Net Income 2022: $245,4612022Revenue 2023: $277,506Expenses 2023: $462,424Net Income 2023: -$184,9182023Revenue 2024: $300,580Expenses 2024: $475,231Net Income 2024: -$174,6512024

Highlighted filing

2013

Revenue$9,158,975
Expenses$155,932
Net Income$9,003,043
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David A WardPres / Director / Sec / Treas-$0--
Filing and Contact Details

Filer

EIN
26-2751096
In Care Of
% FOUNDATION SOURCE

Signing Officer

Name
David A Ward
Title
President
Phone
8008391754
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0David A Ward
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0* David A Ward, President/Director/Secretary/Treasurer of The Eppes-Jefferson Foundation, Inc. (the "Foundation"), is a partner at Ward Legal Group PC, a disqualified person which provides legal services to the Foundation. In the taxable year ending December 31, 2013, the Foundation paid $9,042 for legal services rendered by such disqualified person as reported in Part I, Line 16a. Such firm billed the Foundation at the same rate or below the rate at which it charges its other clients.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VANGUARD INTERMEDIATE TERM INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD SHORT-TERM CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD TOTAL STOCK MARKET IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WALT DISNEY HOLDINGS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WEYERHAEUSER CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0121661
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0116304
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt08550967
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0TIMBERLAND IN AL
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt08550967
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057582
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085597
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt075
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt035380
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0178634
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0178634
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0170756
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08975321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057582
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057582
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09003043
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt040400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt040400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0296755
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05933
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010615
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt016548
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt085597
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0159349
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt035380
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt093614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt093614
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0109464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0155932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0268813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09158975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0109464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0124432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt167684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1157316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt071755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1112.7 ACRES OF TIMBERLAND IN ALABAMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0170756
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09003043
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09907647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0904604
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09907647
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0262937
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0262937
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0262937
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0266124
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03187
IRS990PF/DistributableAmountGrp/TotalTaxAmt03187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0940
IRS990PF/FMVAssetsEOYAmt010073660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt029861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0120023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0116744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0699886
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0802485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0977134
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt08550967
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt08550967
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt08550967
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt08550967
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0904604
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09907647
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018499
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0312511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0312511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09455571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09907647
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010073660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0904604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09907647
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0904604
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09907647
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0156358
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0121661
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0116304
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05403525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0137451
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01049159
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081053
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04216915
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0266124
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05322472
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05403525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10Fletcher Majors ALC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt086250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine104027 US HWY 231
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0WETUMPKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode036093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David A Ward
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec / Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0267928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0269521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.014083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.023844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.069762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.080198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05322472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0869129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0678754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt084143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt043642

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Filings

Displayed year

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

Open filing
Assets
$9,907,647
Liabilities
$0
Net assets
$9,907,647
Revenue
$9,158,975
Expenses
$155,932
Net income
$9,003,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.91$0.30$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.28$0.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.80$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.64$0.45$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.52$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.73$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.31$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.17$0.46$0.29
2016Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.24$0.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.00$0.68$0.68
2013Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$9.16$0.16$9.00
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01