Civic Intelligence

Ella Ann Lee Holding Foundation Inc.

990PF • Fiscal year 2015 • EIN 26-3066843

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
P O Box 1415Smithfield, NC 27577

(919) 989-3281

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.00x

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

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2015 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

0.3%

Faster asset growth than 58% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-18%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$673,521

Up $1,714 (+0.3%) from 2014

Net Assets

Up

$673,521

Up $1,714 (+0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Down

$37,933

Down $8,333 (-18%) from 2014

Expenses

Up

$36,219

Up $2,784 (+8.3%) from 2014

Net Income

Down

$1,714

Down $11,117 (-87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $568,923Liabilities 2011: $0Net Assets 2011: $568,9232011Assets 2012: $646,159Liabilities 2012: $0Net Assets 2012: $646,1592012Assets 2013: $658,976Liabilities 2013: $0Net Assets 2013: $658,9762013Assets 2014: $671,807Liabilities 2014: $0Net Assets 2014: $671,8072014Assets 2015: $673,521Liabilities 2015: $0Net Assets 2015: $673,5212015Assets 2016: $656,854Liabilities 2016: $0Net Assets 2016: $656,8542016Assets 2017: $670,463Liabilities 2017: $0Net Assets 2017: $670,4632017Assets 2018: $679,883Liabilities 2018: $0Net Assets 2018: $679,8832018Assets 2019: $1,106,784Liabilities 2019: $0Net Assets 2019: $1,106,7842019Assets 2020: $1,109,962Liabilities 2020: $0Net Assets 2020: $1,109,9622020Assets 2021: $1,226,722Liabilities 2021: $0Net Assets 2021: $1,226,7222021Assets 2022: $1,124,666Liabilities 2022: $0Net Assets 2022: $1,124,6662022Assets 2023: $1,085,247Liabilities 2023: $0Net Assets 2023: $1,085,2472023Assets 2024: $1,112,311Liabilities 2024: $0Net Assets 2024: $1,112,3112024

Highlighted filing

2015

Assets$673,521
Liabilities$0
Net Assets$673,521
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $20,8002011Expenses 2012: $28,8922012Revenue 2013: $46,414Expenses 2013: $33,597Net Income 2013: $12,8172013Revenue 2014: $46,266Expenses 2014: $33,435Net Income 2014: $12,8312014Revenue 2015: $37,933Expenses 2015: $36,219Net Income 2015: $1,7142015Revenue 2016: $20,853Expenses 2016: $37,520Net Income 2016: -$16,6672016Revenue 2017: $50,888Expenses 2017: $37,279Net Income 2017: $13,6092017Revenue 2018: $48,561Expenses 2018: $39,141Net Income 2018: $9,4202018Revenue 2019: $460,963Expenses 2019: $40,365Net Income 2019: $420,5982019Revenue 2020: $46,438Expenses 2020: $43,260Net Income 2020: $3,1782020Revenue 2021: $179,350Expenses 2021: $62,590Net Income 2021: $116,7602021Revenue 2022: -$22,816Expenses 2022: $79,240Net Income 2022: -$102,0562022Revenue 2023: $27,173Expenses 2023: $66,592Net Income 2023: -$39,4192023Revenue 2024: $92,909Expenses 2024: $65,845Net Income 2024: $27,0642024

Highlighted filing

2015

Revenue$37,933
Expenses$36,219
Net Income$1,714
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLA ANN LEE HOLDINGPresident-$0--
OLIVIA B HOLDINGVP/Secretary-$0--
HOPE H CONNELLTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH CAROLINA SYMPHONY INCPROMOTION OF MUSICAL ACTIVITIESPCRALEIGH, NC, US$32,900
Filing and Contact Details

Filer

Filer Name
Ella Ann Lee Holding Foundation
EIN
26-3066843
Phone
9199893281
Address
P O BOX 1415, SMITHFIELD, NC 27577

Signing Officer

Name
Olivia B Holding
Title
Vice-president
Phone
9199893281
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker P a
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01987
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0135145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt139305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0135531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AS REPORTED BY FIRST CITIZENS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AS REPORTED BY FIRST CITIZENS BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09269
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01714
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0673521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0671807
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0673521
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034659
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034659
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034659
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035014
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/DistributableAmountGrp/TotalTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0480
IRS990PF/FMVAssetsEOYAmt0714679
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015077
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09922
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101698
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0101698
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0107573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0555032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0561901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0597184
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0671807
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0673521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0671807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0673521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0714679
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0671807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0673521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0671807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0673521
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0710949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0692064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010664
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035014
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0700285
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0710949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELLA ANN LEE HOLDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1OLIVIA B HOLDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOPE H CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0519 ROSEWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12700 CAMBRIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21723 CANTERBURY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SMITHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027577
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt031040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.031978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.034178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0700285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0674690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0645385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0650889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0624590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0582472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.202306
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032957
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033312
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0355
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033312
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$673,521
Liabilities
$0
Net assets
$673,521
Revenue
$37,933
Expenses
$36,219
Net income
$1,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.06$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.46$0.04$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.05$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02