Civic Intelligence

The Macbea Foundation

990PF • Fiscal year 2016 • EIN 27-3409621

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
52 E Gay StreetColumbus, OH 43215

(614) 464-8295

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2014 to 2016

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$20,693,775

Up $593,637 (+3.0%) from 2014

Net Assets

Up

$20,693,775

Up $593,637 (+3.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin88th percentile

Revenue

Down

$1,019,666

Down $387,326 (-28%) from 2014

Expenses

Down

$588,311

Down $3,065,255 (-84%) from 2014

Net Income

Up

$431,355

Up $2,677,929 (+119%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$30M$20M$10M$0Assets 2011: $24,664,717Liabilities 2011: $0Net Assets 2011: $24,664,7172011Assets 2012: $23,298,161Liabilities 2012: $0Net Assets 2012: $23,298,1612012Assets 2013: $22,346,717Liabilities 2013: $0Net Assets 2013: $22,346,7172013Assets 2014: $20,100,138Liabilities 2014: $0Net Assets 2014: $20,100,1382014Assets 2016: $20,693,775Liabilities 2016: $0Net Assets 2016: $20,693,7752016Assets 2017: $20,905,835Liabilities 2017: $0Net Assets 2017: $20,905,8352017Assets 2018: $20,322,078Liabilities 2018: $0Net Assets 2018: $20,322,0782018Assets 2019: $20,620,053Liabilities 2019: $0Net Assets 2019: $20,620,0532019Assets 2020: $20,598,787Liabilities 2020: $0Net Assets 2020: $20,598,7872020Assets 2021: $20,710,665Liabilities 2021: $0Net Assets 2021: $20,710,6652021Assets 2022: $19,286,530Liabilities 2022: $0Net Assets 2022: $19,286,5302022Assets 2023: $17,718,147Liabilities 2023: $0Net Assets 2023: $17,718,1472023Assets 2024: $18,363,089Liabilities 2024: $0Net Assets 2024: $18,363,0892024

Highlighted filing

2016

Assets$20,693,775
Liabilities$0
Net Assets$20,693,775
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $490,9052011Expenses 2012: $2,359,3122012Revenue 2013: $2,088,056Expenses 2013: $3,041,398Net Income 2013: -$953,3422013Revenue 2014: $1,406,992Expenses 2014: $3,653,566Net Income 2014: -$2,246,5742014Revenue 2016: $1,019,666Expenses 2016: $588,311Net Income 2016: $431,3552016Revenue 2017: $1,376,742Expenses 2017: $1,164,657Net Income 2017: $212,0852017Revenue 2018: $1,129,258Expenses 2018: $1,712,987Net Income 2018: -$583,7292018Revenue 2019: $1,381,814Expenses 2019: $1,083,839Net Income 2019: $297,9752019Revenue 2020: $1,267,891Expenses 2020: $1,289,157Net Income 2020: -$21,2662020Revenue 2021: $2,184,228Expenses 2021: $2,072,350Net Income 2021: $111,8782021Revenue 2022: $788,717Expenses 2022: $2,212,852Net Income 2022: -$1,424,1352022Revenue 2023: $812,702Expenses 2023: $2,381,085Net Income 2023: -$1,568,3832023Revenue 2024: $2,952,325Expenses 2024: $2,307,383Net Income 2024: $644,9422024

Highlighted filing

2016

Revenue$1,019,666
Expenses$588,311
Net Income$431,355
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M HOFFMANPresident-$0--
ROBERT M HETTERSCHEIDTDirector-$0--
MARK E VANNATTASecr/Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Macbea Foundation
EIN
27-3409621
Phone
6144648295
Address
52 E GAY STREET, COLUMBUS, OH 43215

Signing Officer

Name
Mark E Vannatta
Title
Secr/treas
Phone
6144648295
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Vorys Sater Seymour and Pease Llp
Address
52 E GAY ST, COLUMBUS, OH 43215
Preparer
Shelley D Seavolt
Phone
6144646400
Raw XML AppendixShowing 400 of 725 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AT&T INC, 2.375%, 11/27/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF NY MELLO, 3.4%, 5/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BLACKROCK INC, 5.0%, 12/10/2019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CATERPILLAR, 3.4%, 5/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DISCOVER BANK CD, 1.15%, 9/12/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5EBAY INC, 3.25%, 10/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6GOLDMAN SACHS CD, 1.65%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7HOME DEPOT, 3.35%, 9/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8JPMORGAN CHASE & CO, 3.15%, 7/5/2016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9LOWES COMPANIES, 3.875%, 9/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10ORACLE CORP, 2.375%, 1/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11PEPSICO, 2.25%, 1/7/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12PLANTERS BK KY, 2.1%, 2/9/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13TARGET CORP, 2.9%, 1/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14VERIZON COMM, 3.5%, 11/1/21
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26496015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28296495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29403575
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AM. FUNDS NEW WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AM. GROWTH FD OF AMERICA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CAPITAL WORLD GROWTH & INCOME
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DREYFUS WORLDWIDE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FEDERATED STRATEGIC VAL DIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FRANKLIN CUSTODIAN GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FRANKLIN RISING DIV FD ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FUNDAMENTAL INVESTORS-F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HARBOR INT'L FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14HARTFORD DIV & GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15INVESCO DIVERSIFIED DIVIDEND FD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES CORE US GROWTH ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MANNING & NAPIER WORLD OPP. FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MFS INT'L NEW DISCOVERY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23MFS VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24MUTUAL GLOBAL DISCOVERY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25NEUBERGER BERMAN GENESIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26OPPENHEIMER DEVELOPING MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27OPPENHEIMER EQUITY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28OPPENHEIMER RISING DIVIDENDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29OPPENHEIMER INT'L SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PRUDENTIAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SPDR S&P DIVIDEND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32T ROWE PRICE SHORT TERM BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33TEMPLETON FOREIGN ADVISOR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD SHORT TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD SMALL CAP ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0429843
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0115871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0115871
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0158468
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01140517
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014693
IRS990PF/DistributableAmountGrp/TotalTaxAmt014693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018650
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018650
IRS990PF/FMVAssetsEOYAmt023870274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03278706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02919868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03010359
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011281585
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012756152
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015525785
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020262425
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt020693775
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0588709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0491087
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0491087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020262425
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020693775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023870274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020262425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020693775
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020262425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020693775
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05113425
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04526668
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04843043
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0611500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022844538
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0351841
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01155210
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023104197
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023456038
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
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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/PersonNm0GEORGE M HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT M HETTERSCHEIDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK E VANNATTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECR/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0261 WEST JOHNSTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14 SOUTH VERNON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt252 E GAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SUNBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243215
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01799101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01806448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0926246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03487407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02889922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02224280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0364801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.077869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.139803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.112041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.086092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.014280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023104197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt024945168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt024945168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt025793441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt025836127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt025546473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0447765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.389347
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0447765
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0447765
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0447765
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,693,775
Liabilities
$0
Net assets
$20,693,775
Revenue
$1,019,666
Expenses
$588,311
Net income
$431,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.95$2.31$0.64
2023Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.81$2.38$1.57
2022Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.79$2.21$1.42
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.18$2.07$0.11
2020Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.27$1.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.38$1.08$0.30
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.13$1.71$0.58
2017Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.38$1.16$0.21
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.02$0.59$0.43
2014Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.41$3.65$2.25
2013Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$2.09$3.04$0.95
2012Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$2.36
2011Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.49