Civic Intelligence

Jae S LIM Foundation

990PF • Fiscal year 2015 • EIN 27-2910858

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$54,927

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-39%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,919,367

Up $1,388,349 (+18%) from 2014

Net Assets

Up

$8,919,367

Up $1,388,349 (+18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Down

$1,784,910

Down $1,121,633 (-39%) from 2014

Expenses

Down

$396,561

Down $222,031 (-36%) from 2014

Net Income

Down

$1,388,349

Down $899,602 (-39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30M$20M$10M$0Assets 2011: $1,461,334Liabilities 2011: $0Net Assets 2011: $1,461,3342011Assets 2012: $2,762,853Liabilities 2012: $0Net Assets 2012: $2,762,8532012Assets 2013: $5,243,067Liabilities 2013: $0Net Assets 2013: $5,243,0672013Assets 2014: $7,531,018Liabilities 2014: $0Net Assets 2014: $7,531,0182014Assets 2015: $8,919,367Liabilities 2015: $0Net Assets 2015: $8,919,3672015Assets 2016: $11,796,035Liabilities 2016: $0Net Assets 2016: $11,796,0352016Assets 2017: $13,644,540Liabilities 2017: $0Net Assets 2017: $13,644,5402017Assets 2018: $14,491,601Liabilities 2018: $0Net Assets 2018: $14,491,6012018Assets 2019: $16,063,997Liabilities 2019: $77Net Assets 2019: $16,063,9202019Assets 2020: $19,235,613Liabilities 2020: $83Net Assets 2020: $19,235,5302020Assets 2021: $20,871,182Liabilities 2021: $0Net Assets 2021: $20,871,1822021Assets 2022: $20,433,930Liabilities 2022: $2,464Net Assets 2022: $20,431,4662022Assets 2023: $21,199,818Liabilities 2023: $506Net Assets 2023: $21,199,3122023Assets 2024: $23,576,919Liabilities 2024: $129Net Assets 2024: $23,576,7902024

Highlighted filing

2015

Assets$8,919,367
Liabilities$0
Net Assets$8,919,367
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,7812011Expenses 2012: $65,4882012Revenue 2013: $2,552,695Expenses 2013: $72,481Net Income 2013: $2,480,2142013Revenue 2014: $2,906,543Expenses 2014: $618,592Net Income 2014: $2,287,9512014Revenue 2015: $1,784,910Expenses 2015: $396,561Net Income 2015: $1,388,3492015Revenue 2016: $3,078,761Expenses 2016: $202,093Net Income 2016: $2,876,6682016Revenue 2017: $2,359,487Expenses 2017: $510,982Net Income 2017: $1,848,5052017Revenue 2018: $2,399,127Expenses 2018: $1,552,066Net Income 2018: $847,0612018Revenue 2019: $2,689,613Expenses 2019: $1,117,294Net Income 2019: $1,572,3192019Revenue 2020: $4,304,496Expenses 2020: $1,132,886Net Income 2020: $3,171,6102020Revenue 2021: $2,472,286Expenses 2021: $836,634Net Income 2021: $1,635,6522021Revenue 2022: $696,857Expenses 2022: $1,136,573Net Income 2022: -$439,7162022Revenue 2023: $2,802,860Expenses 2023: $2,035,014Net Income 2023: $767,8462023Revenue 2024: $4,443,766Expenses 2024: $2,066,288Net Income 2024: $2,377,4782024

Highlighted filing

2015

Revenue$1,784,910
Expenses$396,561
Net Income$1,388,349
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Taeho LimSecPT$49,980$4,947$54,927
Jae S LimPres / Director-$0--
Filing and Contact Details

Filer

Filer Name
Jae S Lim Foundation
EIN
27-2910858
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Taeho Lim
Title
secretary
Phone
8008391754
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 429 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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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jae S Lim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Jae S. and Kyuho Lim Graduate Fellowship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SNU AA NE scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FALMOUTH HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LONDONDERRY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAHWAH HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MALDEN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MASSACHUSETTS INSTITUTE OF TECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SEOUL NATIONAL UNIVERSITY ALUMNI ASSOCIATION IN US
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WESTFIELD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WESTHILL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0874 GIFFORD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1295 MAMMOTH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 RIDGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt377 SALEM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt477 MASSACHUSETTS AVE NE49-3142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51952 GALLOWS RD STE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6177 MONTGOMERY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7125 ROXBURY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FALMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONDONDERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MAHWAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MALDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WESTFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0269000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0380207
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0407564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0392373
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0365016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0365016
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0380207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0365016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0392373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Lim Jae S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 Briarwood Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Winchester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001890
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01603685
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0257750
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1104040
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2157170
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3159930
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4158700
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5105400
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6159900
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7106400
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8271850
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt9122545
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 5000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 2000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 3000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3VANGUARD TAX MANAGED CAPITAL APPRECIATI VTCLX, 1490.77200000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 3000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 2000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6VANGUARD TAX MANAGED CAPITAL APPR FD IN VTCIX, 3000.00000000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7VANGUARD TAX MANAGED CAPITAL APPRECIATI VTCLX, 993.92800000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8VANGUARD TAX MANAGED CAPITAL APPRECIATI VTCLX, 2484.91800000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9VANGUARD TAX-MANAGED SMALL CAP ADMIRAL VTMSX, 2499.88900000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-12-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22015-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32015-12-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42015-11-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52015-11-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62015-11-03
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72015-11-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82015-06-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92015-06-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt014426
LandEtcSchedule2/LandEtcGrp/BookValueAmt0266894
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0CONDO-63 SHORE RD
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0281320
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0280000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage/Delivery Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Property insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Website Hosting/Support
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt033442
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1143
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3820
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4634
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3820
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4634
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5101
TaxesSchedule/TaxesDetail/Amt03600
TaxesSchedule/TaxesDetail/Amt15541

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,919,367
Liabilities
$0
Net assets
$8,919,367
Revenue
$1,784,910
Expenses
$396,561
Net income
$1,388,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$4.44$2.07$2.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$2.80$2.04$0.77
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.70$1.14$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.47$0.84$1.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$4.30$1.13$3.17
2019Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.69$1.12$1.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$2.40$1.55$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$2.36$0.51$1.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$3.08$0.20$2.88
2015Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.78$0.40$1.39
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$2.91$0.62$2.29
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.55$0.07$2.48
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.00