Civic Intelligence

Bailey-Taylor Foundation Scholarship Trust

990PF • Fiscal year 2012 • EIN 27-0505313

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 09, 2012

322 Main Street06032
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.02x

Higher debt load relative to assets than 52% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$920,503

Up $4,219 (+0.5%) from 2011

Net Assets

Down

$900,268

Down $15,762 (-1.7%) from 2011

Liabilities

Up

$20,235

Up $19,981 (+7867%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$55,904

Up $3,456 (+6.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $826,046Liabilities 2010: $367Net Assets 2010: $825,6792010Assets 2011: $916,284Liabilities 2011: $254Net Assets 2011: $916,0302011Assets 2012: $920,503Liabilities 2012: $20,235Net Assets 2012: $900,2682012Assets 2013: $964,037Liabilities 2013: $287Net Assets 2013: $963,7502013Assets 2014: $1,038,919Liabilities 2014: $86Net Assets 2014: $1,038,8332014Assets 2015: $1,016,406Liabilities 2015: $0Net Assets 2015: $1,016,4062015Assets 2016: $930,886Liabilities 2016: $0Net Assets 2016: $930,8862016Assets 2017: $966,912Liabilities 2017: $8,729Net Assets 2017: $958,1832017Assets 2018: $964,155Liabilities 2018: $29Net Assets 2018: $964,1262018Assets 2019: $965,700Liabilities 2019: $1,051Net Assets 2019: $964,6492019Assets 2020: $954,115Liabilities 2020: $15,191Net Assets 2020: $938,9242020Assets 2021: $1,154,731Liabilities 2021: $0Net Assets 2021: $1,154,7312021Assets 2022: $898,322Liabilities 2022: $0Net Assets 2022: $898,3222022Assets 2023: $973,160Liabilities 2023: $0Net Assets 2023: $973,1602023Assets 2024: $1,044,886Liabilities 2024: $0Net Assets 2024: $1,044,8862024Assets 2025: $1,107,775Liabilities 2025: $0Net Assets 2025: $1,107,7752025

Highlighted filing

2012

Assets$920,503
Liabilities$20,235
Net Assets$900,268

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $9,6942010Expenses 2011: $52,4482011Expenses 2012: $55,9042012Expenses 2013: $63,3802013Revenue 2014: $69,873Expenses 2014: $83,909Net Income 2014: -$14,0362014Revenue 2015: $96,576Expenses 2015: $85,340Net Income 2015: $11,2362015Revenue 2016: $26,312Expenses 2016: $93,268Net Income 2016: -$66,9562016Revenue 2017: $37,582Expenses 2017: $89,852Net Income 2017: -$52,2702017Revenue 2018: $72,231Expenses 2018: $91,139Net Income 2018: -$18,9082018Revenue 2019: $134,163Expenses 2019: $80,968Net Income 2019: $53,1952019Revenue 2020: $32,347Expenses 2020: $52,706Net Income 2020: -$20,3592020Revenue 2021: $84,035Expenses 2021: $72,985Net Income 2021: $11,0502021Revenue 2022: $76,007Expenses 2022: $75,064Net Income 2022: $9432022Revenue 2023: $54,437Expenses 2023: $77,839Net Income 2023: -$23,4022023Revenue 2024: $96,121Expenses 2024: $67,796Net Income 2024: $28,3252024Revenue 2025: $77,326Expenses 2025: $75,555Net Income 2025: $1,7712025

Highlighted filing

2012

Revenue-
Expenses$55,904
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTIAN R HOHEB ESQTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$20,000
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$4,500
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$4,500
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$4,500
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$4,500
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$4,500
Paid Grant-EDUCATIONAL SCHOLARSHIP-FARMINGTON, CT, US$2,500
Filing and Contact Details

Filer

EIN
27-0505313
Raw XML AppendixShowing 400 of 446 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PEPSICO INC. (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6P&G CO (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CHEVRON CORP (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8COCOCOL PHILIPS (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9PHILIPS 66 (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10SEADRILL LIMITED (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11WILLIAMS COS INC (400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BANK OF HAWAI CORP (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JP MORGAN CHASE (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MET LIFE (400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15PEOPLES UNITED FINANCIALS (700)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16ABBOTT LABS (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JOHNSON & JOHNSON (250)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MEDTRONIC (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EMERSON ELEC CO. (400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HONEYWELL INTERNATIONAL INC. (400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21ILLINOIS TOOL WKS INC (200)
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27IBM CORP (100)
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29AIR PRODUCTS & CHEMICALS (150)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30ECOLAB INC (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PPG INDUSTRIES INC (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32TELEFONICA SA ADR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10322 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FARMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006053
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct044228
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets044009
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048649
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.048649
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0904618
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10858098
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20802366
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0219
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions046000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1041746
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.048649
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions045781
IRS990PF/QualifyingDistributions/ExpensesAndContributions046000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0219
IRS990PF/QualifyingDistributions/QualifyingDistributions046000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHRISTIAN R HOHEB ESQ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08606774697
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10322 MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FARMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006032
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NO WEBSITE AT THIS TIME.
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE ACTIVITY PROVIDES FUNDING FOR THE SCHOLARSHIPS AT THE FARMINGTON HIGH SCHOOL, FARMINGTON, CONNECTICUT OR ITS SUCCESSOR REGIONAL SCHOOL RESIDING IN FARMINGTON FROM THE NET INCOME OF THE FOUNDATION. THE SCHOLARSHIPS SHALL BE SELECTED IN A MANNER PURSUANT TO ARTICLE III OF THE TRUST AGREEMENT. IN THE EVENT THE FARMINGTON HIGH SCHOOL IS NO LONGER A VIABLE FINANCIAL ENTITY OR DETERMINED NOT TO BE AN EDUCATIONAL ENTITY UNDER THE INTERNAL REVENUE CODE SECTION 501(C)3 AND 170, THE CORPUS SHALL BE DISTRIBUTED TO THE FARMINGTON FOUNDATION TO ESTABLISH SCHOLARSHIPS TO WORTHY STUDENTS BY UTILIZING THE CRITERIA ESTABLISHED IN ARTICLE III OF THE TRUST AGREEMENT.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1045000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0BAILEY-TAYLOR FOUNDATION SCHOLARSHIP TRUST IS NOT USING ANY SELECTION PROCESS AS THE TRUST PROVIDES FUNDS ORGANIZATION. ACCORDING TO THE TRUST AGREEMENT THE CHAIRMAN OF THE FARMINGTON BOARD OF EDUCATION AND THE CHAIRMAN OF THE FARMINGTON TOWN COUNCIL SELECTED A SPECIAL COMMITTEE THAT WILL CHOOSE CANDIDATES BASED ON ACADEMIC EXCELLENCE AND FINANCIAL NEED (ATHLETIC ACHIEVEMENTS SHALL NOT BE A FACTOR).
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE ACTIVITY PROVIDES FUNDING FOR SCHOLARSHIPS ONLY TO THE APPLICANTS WHO ARE ENROLLED IN THE FARMINGTON HIGH SCHOOL, FARMINGTON, CONNECTICUT.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0BRETT T MORRIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1YOONA HOUH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2HOLIE RANDALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3DAGMARA KINGA SOBCZYK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4SAMANTHA SZEWCZYK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5UGNE VAICIULYTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6FARMINTGON HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1010 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1110 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1210 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1310 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1410 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1510 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1610 MONTEITH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6FARMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606032
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear045000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05598
IRS990PF/UndistributedIncome/AppliedToYear1040402
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted045012
IRS990PF/UndistributedIncome/QualifyingDistributions046000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.08$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.08$0.08$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.94$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.13$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.01$0.96$0.04$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.09$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.10$0.09$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.07$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01