Civic Intelligence

The Tobin Foundation Neapolitan Enterprises

990PF • Fiscal year 2017 • EIN 31-6060691

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
255 13th Avenue South No 202Naples, FL 34102

(516) 832-9100

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

900%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$722,265

Down $18,294 (-2.5%) from 2016

Net Assets

Down

$722,265

Down $18,294 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,032

Down $42,766 (-105%) from 2016

Expenses

Down

$16,262

Down $16,249 (-50%) from 2016

Net Income

Down

-$18,294

Down $26,517 (-322%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.0M$500K$0Assets 2010: $795,445Liabilities 2010: $0Net Assets 2010: $795,4452010Assets 2011: $761,856Liabilities 2011: $0Net Assets 2011: $761,8562011Assets 2012: $726,956Liabilities 2012: $0Net Assets 2012: $726,9562012Assets 2013: $740,842Liabilities 2013: $0Net Assets 2013: $740,8422013Assets 2014: $740,929Liabilities 2014: $730Net Assets 2014: $740,1992014Assets 2015: $732,336Liabilities 2015: $0Net Assets 2015: $732,3362015Assets 2016: $740,559Liabilities 2016: $0Net Assets 2016: $740,5592016Assets 2017: $722,265Liabilities 2017: $0Net Assets 2017: $722,2652017Assets 2018: $717,740Liabilities 2018: $0Net Assets 2018: $717,7402018Assets 2020: $805,320Liabilities 2020: $0Net Assets 2020: $805,3202020Assets 2021: $738,355Liabilities 2021: $0Net Assets 2021: $738,3552021Assets 2022: $799,006Liabilities 2022: $0Net Assets 2022: $799,0062022Assets 2023: $767,797Liabilities 2023: $12,125Net Assets 2023: $755,6722023Assets 2024: $790,615Liabilities 2024: $0Net Assets 2024: $790,6152024

Highlighted filing

2017

Assets$722,265
Liabilities$0
Net Assets$722,265
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $161,8542010Expenses 2011: $57,0412011Expenses 2012: $39,9052012Revenue 2013: $55,540Expenses 2013: $42,866Net Income 2013: $12,6742013Revenue 2014: $25,826Expenses 2014: $24,432Net Income 2014: $1,3942014Revenue 2015: $23,055Expenses 2015: $29,918Net Income 2015: -$6,8632015Revenue 2016: $40,734Expenses 2016: $32,511Net Income 2016: $8,2232016Revenue 2017: -$2,032Expenses 2017: $16,262Net Income 2017: -$18,2942017Revenue 2018: $81,267Expenses 2018: $85,792Net Income 2018: -$4,5252018Revenue 2020: $55,275Expenses 2020: $10,697Net Income 2020: $44,5782020Revenue 2021: $33,746Expenses 2021: $100,711Net Income 2021: -$66,9652021Revenue 2022: $95,871Expenses 2022: $35,220Net Income 2022: $60,6512022Revenue 2023: $38,263Expenses 2023: $81,597Net Income 2023: -$43,3342023Revenue 2024: $61,639Expenses 2024: $26,696Net Income 2024: $34,9432024

Highlighted filing

2017

Revenue-$2,032
Expenses$16,262
Net Income-$18,294
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAURICE TOBINVice-PresidentPT$0--
JOAN F TOBINPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Tobin Foundation
EIN
31-6060691
Phone
5168329100
Address
255 13TH AVENUE SOUTH NO 202, NAPLES, FL 34102

Signing Officer

Name
Joan F Tobin
Title
President
Phone
5168329100
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Schaeffer & Sam CPA Pc
Address
1232 RXR PLAZA, UNIONDALE, NY 11556-1232
Preparer
Samia B Sam
Phone
5168329100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1119105
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 COCA COLA CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 T ROWE PRICE GRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 TEGNA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 T ROWE PRICE GRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc460 H LUNDER ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000 SEASPAN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7600 WHITING PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8700 SRC ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9600 GENERAL ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10400 GENERAL ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111450 GLOUGH GBL EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-31313
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18294
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0722265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0740559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0722265
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051614
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051614
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051614
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051983
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0369
IRS990PF/DistributableAmountGrp/TotalTaxAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0640
IRS990PF/FMVAssetsEOYAmt01128182
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07260
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05760
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07260
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07260
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0610170
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0610170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0238214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0238214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0238281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0418918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0360669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0766916
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02692
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02692
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0130389
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0112095
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047004
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt085459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt085459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0740559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0722265
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01128182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0740559
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0722265
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0740559
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0722265
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt030663
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt030663
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt030266
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01055495
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0999885
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015832
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051983
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01039663
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01055495
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAURICE TOBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN F TOBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02566 LANTERN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12566 LANTERN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt033629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt033814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt027550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt018769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt038672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.028848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.025580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01039663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0954992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0961699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0998504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0864863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0805731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.161730
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09855
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09855
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09855
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT IN CHARLES SCHWAB ACCOUNT # DC 1733-3420
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
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/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$722,265
Liabilities
$0
Net assets
$722,265
Revenue
-$2,032
Expenses
$16,262
Net income
-$18,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.62$0.27$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.12$7.56$0.38$0.82$0.43
2022Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.96$0.35$0.61
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.34$1.01$0.67
2020Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.55$0.11$0.45
2018Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.81$0.86$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.02$0.16$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.41$0.33$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.23$0.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.01$7.40$0.26$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.56$0.43$0.13
2012Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.40
2011Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.57
2010Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.62