Civic Intelligence

The Woltz Foundation

990PF • Fiscal year 2017 • EIN 26-6067379

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
119 Rawley AvenueMount Airy, NC 27030

(336) 786-5556

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

4.2%

Higher net margin than 45% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-69%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,965,257

Up $7,254 (+0.4%) from 2016

Net Assets

Up

$1,965,257

Up $7,254 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin45th percentile

Revenue

Down

$172,590

Down $378,202 (-69%) from 2016

Expenses

Up

$165,336

Up $56,509 (+52%) from 2016

Net Income

Down

$7,254

Down $434,711 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $362,792Liabilities 2010: $261Net Assets 2010: $362,5312010Assets 2011: $1,663,794Liabilities 2011: $261Net Assets 2011: $1,663,5332011Assets 2012: $1,612,747Liabilities 2012: $0Net Assets 2012: $1,612,7472012Assets 2013: $1,562,167Liabilities 2013: $0Net Assets 2013: $1,562,1672013Assets 2014: $1,537,447Liabilities 2014: $0Net Assets 2014: $1,537,4472014Assets 2015: $1,516,038Liabilities 2015: $0Net Assets 2015: $1,516,0382015Assets 2016: $1,958,003Liabilities 2016: $0Net Assets 2016: $1,958,0032016Assets 2017: $1,965,257Liabilities 2017: $0Net Assets 2017: $1,965,2572017Assets 2018: $1,968,193Liabilities 2018: $0Net Assets 2018: $1,968,1932018Assets 2019: $1,852,722Liabilities 2019: $0Net Assets 2019: $1,852,7222019Assets 2020: $1,935,407Liabilities 2020: $0Net Assets 2020: $1,935,4072020Assets 2021: $2,122,274Liabilities 2021: $0Net Assets 2021: $2,122,2742021Assets 2022: $2,069,246Liabilities 2022: $0Net Assets 2022: $2,069,2462022Assets 2023: $2,062,878Liabilities 2023: $0Net Assets 2023: $2,062,8782023Assets 2024: $2,087,757Liabilities 2024: $0Net Assets 2024: $2,087,7572024

Highlighted filing

2017

Assets$1,965,257
Liabilities$0
Net Assets$1,965,257
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $19,0892010Expenses 2011: $23,3822011Expenses 2012: $60,4752012Revenue 2013: $17,779Expenses 2013: $75,172Net Income 2013: -$57,3932013Revenue 2014: $39,858Expenses 2014: $98,477Net Income 2014: -$58,6192014Revenue 2015: $99,055Expenses 2015: $120,464Net Income 2015: -$21,4092015Revenue 2016: $550,792Expenses 2016: $108,827Net Income 2016: $441,9652016Revenue 2017: $172,590Expenses 2017: $165,336Net Income 2017: $7,2542017Revenue 2018: $85,395Expenses 2018: $158,016Net Income 2018: -$72,6212018Revenue 2019: -$7,073Expenses 2019: $171,180Net Income 2019: -$178,2532019Revenue 2020: $160,188Expenses 2020: $130,290Net Income 2020: $29,8982020Revenue 2021: $234,416Expenses 2021: $127,382Net Income 2021: $107,0342021Revenue 2022: $142,695Expenses 2022: $195,723Net Income 2022: -$53,0282022Revenue 2023: $94,963Expenses 2023: $170,818Net Income 2023: -$75,8552023Revenue 2024: $98,431Expenses 2024: $172,902Net Income 2024: -$74,4712024

Highlighted filing

2017

Revenue$172,590
Expenses$165,336
Net Income$7,254
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN M WOLTZTrustee, Director-$0--
HOWARD O WOLTZ IIITrustee, Director-$0--
JOAN W ROBBINSDirector-$0--
LOUISE E WOLTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Woltz Foundation
EIN
26-6067379
Phone
3367865556
Address
119 RAWLEY AVENUE, MOUNT AIRY, NC 27030

Signing Officer

Name
Edwin M Woltz
Title
Trustee
Phone
3367865556
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
PO BOX 1707, MOUNT AIRY, NC 27030
Preparer
J Samuel Gentry Jr CPA
Phone
3367898989
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CLASS ACTION PROCEEDS RECEIVED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047800
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07254
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01965257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01958003
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01965257
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0152339
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0152339
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0152339
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154062
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/DistributableAmountGrp/TotalTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010900
IRS990PF/FMVAssetsEOYAmt02935328
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt058032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt019355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01709064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01918958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02889084
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01958003
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0190907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026944
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01958003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02935328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01958003
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01958003
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01965257
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03128172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0125387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03002785
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046923
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0154062
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03081249
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03128172
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/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWIN M WOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD O WOLTZ III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOAN W ROBBINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOUISE E WOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0119 RAWLEY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1375 MONTCLAIR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26123 SAINT ANDREWS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31308 EDGEWATER CLUB ROAD 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOUNT AIRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOUNT AIRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0127394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0129117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0111498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt091884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt071054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt055315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03081249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02911823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02103608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02233411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01899650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01379614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0134987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.206724
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0133264
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0134987
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01723
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0134987
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
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,965,257
Liabilities
$0
Net assets
$1,965,257
Revenue
$172,590
Expenses
$165,336
Net income
$7,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.10$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.23$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.01$0.17$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.17$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.55$0.11$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02