Civic Intelligence

Swain Barber Foundation

990PF • Fiscal year 2016 • EIN 30-6284989

Dec 01, 2015 to Nov 30, 2016 • Filed on Feb 28, 2017

Organization Profile
C/O The Gagnon Group LLC PO Box 730Point Pleasant, NJ 08742-0730

(732) 295-1000

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$42,987,359

Up $1,905,143 (+4.6%) from 2015

Net Assets

Up

$42,987,359

Up $1,905,143 (+4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

Down

$2,328,819

Down $2,036,863 (-47%) from 2015

Expenses

Down

$428,145

Down $2,314,360 (-84%) from 2015

Net Income

Up

$1,900,674

Up $277,497 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60M$40M$20M$0Assets 2012: $40,548,038Liabilities 2012: $0Net Assets 2012: $40,548,0382012Assets 2013: $39,432,391Liabilities 2013: $0Net Assets 2013: $39,432,3912013Assets 2014: $39,459,039Liabilities 2014: $0Net Assets 2014: $39,459,0392014Assets 2015: $41,082,216Liabilities 2015: $0Net Assets 2015: $41,082,2162015Assets 2016: $42,987,359Liabilities 2016: $0Net Assets 2016: $42,987,3592016Assets 2017: $43,099,340Liabilities 2017: $0Net Assets 2017: $43,099,3402017Assets 2018: $44,139,102Liabilities 2018: $0Net Assets 2018: $44,139,1022018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$42,987,359
Liabilities$0
Net Assets$42,987,359
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2012: $02012Expenses 2013: $2,370,1352013Revenue 2014: $3,321,007Expenses 2014: $3,281,859Net Income 2014: $39,1482014Revenue 2015: $4,365,682Expenses 2015: $2,742,505Net Income 2015: $1,623,1772015Revenue 2016: $2,328,819Expenses 2016: $428,145Net Income 2016: $1,900,6742016Revenue 2017: $2,709,214Expenses 2017: $2,597,233Net Income 2017: $111,9812017Revenue 2018: $4,095,838Expenses 2018: $2,968,729Net Income 2018: $1,127,1092018Revenue 2019: $4,401,484Expenses 2019: $2,372,748Net Income 2019: $2,028,7362019

Highlighted filing

2016

Revenue$2,328,819
Expenses$428,145
Net Income$1,900,674
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter Walker GrousbeckTrustee-$0--
Brie Cameron GrousbeckTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantK-1 AllocationGeneralPublic charitiesStanford, CA, US$121
Filing and Contact Details

Filer

Filer Name
Swain Barber Foundation
EIN
30-6284989
Phone
7322951000
Address
C/O The Gagnon Group LLC PO Box 730, Point Pleasant, NJ 08742-0730

Signing Officer

Name
Peter Walker Grousbeck
Title
Trustee
Phone
7322951000
Signed
2017-02-28
Discuss with paid preparer
Yes

Preparer

Firm
The Gagnon Group LLC
Address
P O Box 730, Point Pleasant, NJ 08742-0730
Preparer
Mary C Buletza
Phone
7322951000
Raw XML AppendixShowing 400 of 428 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.081645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt044072026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt043431271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt044955083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt040880397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09850000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0185562757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249603
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05271
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05271
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05271
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Peter Walker Grousbeck
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 29129
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Los Angeles
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090029
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03236651144
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No formal procedures have been established at this time.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Peter W Grousbeck Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03236651144
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 29129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Los Angeles
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090029
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants are limited to IRC Section 501 (c)(3) defined purposes and charities.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No deadlines have been established at this time.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0K-1 Allocation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0655 Knight Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0943057216
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05271
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02165905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02160634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0307089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0527868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0137907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01355238
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02160634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0167468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0167468
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05271
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02328102
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt039772492
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Investment in diversified investment partnerships
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt040991320
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt044653679
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0California filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 allocation non-ded exp
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 allocation deductions - portfolio (2% floor)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 allocation deductions - portfolio (other)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UBI allocation K-1s Pship Net Rental RE loss UBI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2124234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32712
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2124234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt451105
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0673487
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-367
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-400222
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-762
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt419041
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-10166
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt60
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt73870
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Pship Portfolio income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Pship Portfolio income-UBI
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 Pship Other income
OtherIncomeSchedule2/OtherIncomeDetail/Desc3K-1 Pship Ordinary income
OtherIncomeSchedule2/OtherIncomeDetail/Desc4K-1 Pship Ordinary income-UBI
OtherIncomeSchedule2/OtherIncomeDetail/Desc5K-1 Pship Net Rental RE income
OtherIncomeSchedule2/OtherIncomeDetail/Desc6K-1 Pship Net Rental RE income-UBI
OtherIncomeSchedule2/OtherIncomeDetail/Desc7Other Income-state refunds
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0673487
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-400222
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-762
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt40
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-10166
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt60
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt70
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0673487
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-367
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-400222
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-762
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt419041
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-10166
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt60
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt73870
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04469
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Other adjustments from flow thru partnerships
TaxesSchedule/TaxesDetail/Amt082560
TaxesSchedule/TaxesDetail/Amt152037
TaxesSchedule/TaxesDetail/Amt229452
TaxesSchedule/TaxesDetail/Amt323202
TaxesSchedule/TaxesDetail/CategoryTxt0Federal 990 PF tax payments
TaxesSchedule/TaxesDetail/CategoryTxt1Federal 990 T tax payments
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign tax withheld
TaxesSchedule/TaxesDetail/CategoryTxt3State tax expense
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224034
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$42,987,359
Liabilities
$0
Net assets
$42,987,359
Revenue
$2,328,819
Expenses
$428,145
Net income
$1,900,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.40$2.37$2.03
2018Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$4.10$2.97$1.13
2017Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$2.71$2.60$0.11
2016Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$2.33$0.43$1.90
2015Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$4.37$2.74$1.62
2014Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$3.32$3.28$0.04
2013Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$2.37
2012Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$0.00