Civic Intelligence

Jefferson Charitable Fndtn 040012446900

990PF • Fiscal year 2017 • EIN 27-2559263

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 06, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(606) 564-0660

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-41%

Higher net margin than 10% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$11,155

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.8%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$589,162

Down $16,671 (-2.8%) from 2016

Net Assets

Down

$589,162

Down $16,671 (-2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Down

$40,198

Down $10,034 (-20%) from 2016

Expenses

Down

$56,481

Down $163,957 (-74%) from 2016

Net Income

Up

-$16,283

Up $153,923 (+90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2011: $867,957Liabilities 2011: $0Net Assets 2011: $867,9572011Assets 2012: $850,775Liabilities 2012: $0Net Assets 2012: $850,7752012Assets 2013: $825,498Liabilities 2013: $0Net Assets 2013: $825,4982013Assets 2014: $813,092Liabilities 2014: $0Net Assets 2014: $813,0922014Assets 2015: $775,326Liabilities 2015: $0Net Assets 2015: $775,3262015Assets 2016: $605,833Liabilities 2016: $0Net Assets 2016: $605,8332016Assets 2017: $589,162Liabilities 2017: $0Net Assets 2017: $589,1622017Assets 2018: $600,792Liabilities 2018: $0Net Assets 2018: $600,7922018Assets 2019: $554,656Liabilities 2019: $0Net Assets 2019: $554,6562019Assets 2020: $540,824Liabilities 2020: $0Net Assets 2020: $540,8242020Assets 2021: $522,653Liabilities 2021: $0Net Assets 2021: $522,6532021Assets 2022: $684,842Liabilities 2022: $0Net Assets 2022: $684,8422022Assets 2023: $611,506Liabilities 2023: $0Net Assets 2023: $611,5062023Assets 2024: $608,274Liabilities 2024: $0Net Assets 2024: $608,2742024

Highlighted filing

2017

Assets$589,162
Liabilities$0
Net Assets$589,162
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $44,6332011Expenses 2012: $53,5042012Revenue 2013: $37,638Expenses 2013: $62,912Net Income 2013: -$25,2742013Revenue 2014: $39,393Expenses 2014: $51,356Net Income 2014: -$11,9632014Revenue 2015: $23,259Expenses 2015: $59,906Net Income 2015: -$36,6472015Revenue 2016: $50,232Expenses 2016: $220,438Net Income 2016: -$170,2062016Revenue 2017: $40,198Expenses 2017: $56,481Net Income 2017: -$16,2832017Revenue 2018: $48,393Expenses 2018: $36,881Net Income 2018: $11,5122018Revenue 2019: $44,450Expenses 2019: $90,287Net Income 2019: -$45,8372019Revenue 2020: $44,936Expenses 2020: $58,696Net Income 2020: -$13,7602020Revenue 2021: $65,641Expenses 2021: $83,786Net Income 2021: -$18,1452021Revenue 2022: $175,478Expenses 2022: $13,079Net Income 2022: $162,3992022Revenue 2023: $12,768Expenses 2023: $84,473Net Income 2023: -$71,7052023Revenue 2024: $19,812Expenses 2024: $23,034Net Income 2024: -$3,2222024

Highlighted filing

2017

Revenue$40,198
Expenses$56,481
Net Income-$16,283
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BankTrustee-$11,155-$11,155
Filing and Contact Details

Filer

Filer Name
Jefferson Charitable Fndtn
EIN
27-2559263
Phone
6065640660
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6065640660
Signed
2018-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt717275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0425.289 DRIEHAUS ACTIVE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11131.128 DRIEHAUS ACTIVE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2107.556 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3133.191 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4128.074 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5336.927 T ROWE PRICE INTL GRINC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc686.896 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7194.286 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8598.802 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023497
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16283
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0388
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0589550
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0605833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0589162
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035928
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035928
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035928
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036506
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0578
IRS990PF/DistributableAmountGrp/TotalTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0574
IRS990PF/FMVAssetsEOYAmt0734286
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0605833
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0589162
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0376
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0439
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0187196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0187377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0357170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0500202
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0630
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0379
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0379
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0586410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025144
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027055
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018834
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0605833
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0589162
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0734286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0605833
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0589162
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0605833
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0589162
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0741240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0729561
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011119
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036506
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0730121
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0741240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0U S Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033 W SECOND ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MAYSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd041056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt066940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt067229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0208011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt037539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt049344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.091684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.254998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0730121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0815737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0771596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0931640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0894317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0853337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.458421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045518
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045518
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045518
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$589,162
Liabilities
$0
Net assets
$589,162
Revenue
$40,198
Expenses
$56,481
Net income
-$16,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.20$0.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.13$0.84$0.72
2022Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$1.75$0.13$1.62
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.66$0.84$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.45$0.59$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.44$0.90$0.46
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.48$0.37$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.40$0.56$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.50$2.20$1.70
2015Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.23$0.60$0.37
2014Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.39$0.51$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.38$0.63$0.25
2012Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.54
2011Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.45