Civic Intelligence

Whitaker Foundation Inc.

990PF • Fiscal year 2015 • EIN 30-0262001

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 07, 2016

Organization Profile
Pob 14037 2937 Paris PikeLexington, KY 40512

(859) 299-5246

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.3%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-3.1%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,082,340

Down $72,548 (-6.3%) from 2014

Net Assets

Down

$1,082,340

Down $72,548 (-6.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin33rd percentile

Revenue

Down

$59,920

Down $1,910 (-3.1%) from 2014

Expenses

Up

$62,187

Up $30,584 (+97%) from 2014

Net Income

Down

-$2,267

Down $32,494 (-107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0Assets 2010: $869,402Liabilities 2010: $0Net Assets 2010: $869,4022010Assets 2011: $870,046Liabilities 2011: $0Net Assets 2011: $870,0462011Assets 2012: $963,672Liabilities 2012: $0Net Assets 2012: $963,6722012Assets 2013: $1,095,574Liabilities 2013: $0Net Assets 2013: $1,095,5742013Assets 2014: $1,154,888Liabilities 2014: $0Net Assets 2014: $1,154,8882014Assets 2015: $1,082,340Liabilities 2015: $0Net Assets 2015: $1,082,3402015Assets 2016: $16,970,417Liabilities 2016: $0Net Assets 2016: $16,970,4172016Assets 2017: $17,672,446Liabilities 2017: $0Net Assets 2017: $17,672,4462017Assets 2018: $16,212,570Liabilities 2018: $0Net Assets 2018: $16,212,5702018Assets 2019: $18,461,278Liabilities 2019: $0Net Assets 2019: $18,461,2782019Assets 2020: $19,545,127Liabilities 2020: $0Net Assets 2020: $19,545,1272020Assets 2021: $21,214,795Liabilities 2021: $0Net Assets 2021: $21,214,7952021Assets 2022: $17,870,387Liabilities 2022: $0Net Assets 2022: $17,870,3872022Assets 2023: $19,226,687Liabilities 2023: $0Net Assets 2023: $19,226,6872023Assets 2024: $20,475,102Liabilities 2024: $0Net Assets 2024: $20,475,1022024

Highlighted filing

2015

Assets$1,082,340
Liabilities$0
Net Assets$1,082,340
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $70,9792010Expenses 2011: $49,1032011Expenses 2012: $22,4792012Revenue 2013: $33,943Expenses 2013: $15,884Net Income 2013: $18,0592013Revenue 2014: $61,830Expenses 2014: $31,603Net Income 2014: $30,2272014Revenue 2015: $59,920Expenses 2015: $62,187Net Income 2015: -$2,2672015Revenue 2016: $16,385,654Expenses 2016: $478,615Net Income 2016: $15,907,0392016Revenue 2017: $598,086Expenses 2017: $953,020Net Income 2017: -$354,9342017Revenue 2018: $674,867Expenses 2018: $978,263Net Income 2018: -$303,3962018Revenue 2019: $689,891Expenses 2019: $904,901Net Income 2019: -$215,0102019Revenue 2020: $556,335Expenses 2020: $985,542Net Income 2020: -$429,2072020Revenue 2021: $1,033,089Expenses 2021: $1,021,883Net Income 2021: $11,2062021Revenue 2022: $810,598Expenses 2022: $1,021,192Net Income 2022: -$210,5942022Revenue 2023: $807,002Expenses 2023: $937,850Net Income 2023: -$130,8482023Revenue 2024: $1,988,245Expenses 2024: $1,138,652Net Income 2024: $849,5932024

Highlighted filing

2015

Revenue$59,920
Expenses$62,187
Net Income-$2,267
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 7, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY R WHITAKERDirector-$0--
JACK E WHITAKERPresident-$0--
MITCH DURHAMTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Whitaker Foundation Inc
EIN
30-0262001
Phone
8592995246
Address
POB 14037 2937 PARIS PIKE, LEXINGTON, KY 40512

Signing Officer

Name
Jack E Whitaker
Title
President
Signed
2016-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Duncan Smith & Stilz Psc
Address
824 E EUCLID AVE, LEXINGTON, KY 40502
Preparer
Stewart A Smith
Phone
8592682221
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0400.00 SH ABBIEVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240.500 SH BUFFALO SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26.101 SH BUFFALO SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc393.589 SH BUFFALO SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4138.760 SH BUFFALO SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5187.196 SH COLUMBIA ACORN Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6172.414 SH COLUMBIA ACORN Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc771.225 SH COLUMBIA ACORN Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8113.982 SH COLUMBIA ACORN Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GOLDMAN SACHS BOND 3.70%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021897
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2267
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt070281
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01152621
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01154888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01082340
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt054183
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt054183
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt054183
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054722
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0539
IRS990PF/DistributableAmountGrp/TotalTaxAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt01082340
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt035755
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09638
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0222612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0216341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0216341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0592719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0579335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0579335
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0235415
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0216836
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0216836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068387
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01154888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01082340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01082340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01154888
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01082340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01154888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01082340
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01154888
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01082340
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01111108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt089680
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01021428
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016667
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01094441
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01111108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BEVERLY R WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACK E WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MITCH DURHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POB 14037 2937 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POB 14037 2937 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POB 14037 2937 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0405124037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1405124037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2405124037
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt041792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt066609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.00983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.01977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01094441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01068543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0994890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0905542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0835791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0797027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt055745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.190929
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055206
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt055745
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0539
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt055745
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,082,340
Liabilities
$0
Net assets
$1,082,340
Revenue
$59,920
Expenses
$62,187
Net income
-$2,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.99$1.14$0.85
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.81$0.94$0.13
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.81$1.02$0.21
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.03$1.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.56$0.99$0.43
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.69$0.90$0.22
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.67$0.98$0.30
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.60$0.95$0.35
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$16.4$0.48$15.9
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07