Roberts Foundation

990PF • Fiscal year 2017 • EIN 31-6299228

Dec 01, 2016 to Nov 30, 2017 • Filed on Mar 22, 2018

Organization Profile

124 W Forrer RoadDayton, OH 45419

(937) 299-1510

Siviq Scores

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

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-133%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-7.0%

Faster asset growth than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

34%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,112,924

Down $126,298 (-10%) from 2015

Net Assets

Down

$1,112,924

Down $126,298 (-10%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin4th percentile

Revenue

Down

$63,002

Down $10,485 (-14%) from 2015

Expenses

Down

$146,683

Down $39,831 (-21%) from 2015

Net Income

-$83,681

Up $29,346 (+26%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

Highlighted filing

2017

Assets$1,112,924

Liabilities$0

Net Assets$1,112,924

Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

Highlighted filing

2017

Revenue$63,002

Expenses$146,683

Net Income-$83,681

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2016 to Nov 30, 2017
Signed: Mar 22, 2018
Return Version: 2016v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
burnell r roberts	Trustee - As Needed	-	$0	-	-
karen r roberts	Trustee - As Needed	-	$0	-	-
Mark A Conway	Trustee - As Needed	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Roberts Foundation
EIN: 31-6299228
In Care Of: % BURNELL ROBERTS
Phone: 9372991510
Address: 124 W Forrer Road, Dayton, OH 45419

Signing Officer

Name: Burnell Roberts
Title: Trustee
Phone: 5188864000
Signed: 2018-03-22
Discuss with paid preparer: Yes

Preparer

Firm: The Ayco Company LP
Address: PO Box 860, Saratoga Springs, NY 12866-0860
Preparer: Elizabeth VanTassel
Phone: 5188864000

Raw XML Appendix292 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/EOYFMVAmt	0	37494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	912005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1378156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	MORGAN STANLEY #310
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	21561
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	17
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	63002
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	63002
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	41424
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	114250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	114250
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	21561
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-83681
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	802109
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	17
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	32433
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	32433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	114250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	32433
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	63002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	63002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	71208
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	71208
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	71208
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	437
IRS990PF/FMVAssetsEOYAmt	0	1580546
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	100774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	116332
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	73460
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	64122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1196605
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1112924
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1580546
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1196605
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1112924
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1452060
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	173339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1278721
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	21781
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	71514
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1430279
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	burnell r roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	karen r roberts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Mark A Conway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	124 W Forrer Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	124 W Forrer Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	Thompson Hine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Dayton
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	OH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	453424934
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	86392
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	124 W FORRER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	dayton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	45419
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BURNELL ROBERTS
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9372991510
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	BURNELL R ROBERTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	various (see attachment)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	dayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	45419
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	114250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	71208
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	71208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	19002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	62044
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	43042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	19002
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	114250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	43042
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	62044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	19002
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	32433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	32433
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX PAID
ReturnHeader/BuildTS	0	2018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BURNELL ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERTS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	316299228
ReturnHeader/Filer/InCareOfNm	0	% BURNELL ROBERTS
ReturnHeader/Filer/PhoneNum	0	9372991510
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	124 W Forrer Road
ReturnHeader/Filer/USAddress/CityNm	0	Dayton
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45419
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	AFE86CFD14D69789519B9E7485F3C2DF8B4016A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	AFE86CFD14D69789519B9E7485F3C2DF8B4016A8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	14257320180925000031
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-04-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	199.29.247.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	128660860
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5188864000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Elizabeth VanTassel
ReturnHeader/ReturnTs	0	2018-04-02T14:10:38-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-12-01
ReturnHeader/TaxPeriodEndDt	0	2017-11-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,112,924
Liabilities: $0
Net assets: $1,112,924
Revenue: $63,002
Expenses: $146,683
Net income: -$83,681

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.49	$0.00	$2.49	$1.22	$0.13	$1.09
2022Detailed filing. Detailed filing data is available for this year.	$1.46	$0.00	$1.46	$0.08	$0.10	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.14	$0.09	$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.29	$0.00	$1.29	$0.09	$0.09	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.28	$0.10	$0.18
2017Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.06	$0.15	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.07	$0.19	$0.11
2014Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.14	$0.14	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35		$0.11
2012Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32		$0.11