Civic Intelligence

Thomas E Chatfield and Goldie Inez Chatfield Charitable Fund

990PF • Fiscal year 2017 • EIN 31-6638168

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 09, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(740) 355-7222

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,630

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$304,381

Up $727 (+0.2%) from 2016

Net Assets

Up

$304,381

Up $727 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin50th percentile

Revenue

Up

$24,797

Up $11,633 (+88%) from 2016

Expenses

Up

$24,026

Up $470 (+2.0%) from 2016

Net Income

Up

$771

Up $11,163 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2011: $369,590Liabilities 2011: $0Net Assets 2011: $369,5902011Assets 2012: $355,357Liabilities 2012: $0Net Assets 2012: $355,3572012Assets 2013: $341,829Liabilities 2013: $0Net Assets 2013: $341,8292013Assets 2014: $336,469Liabilities 2014: $0Net Assets 2014: $336,4692014Assets 2015: $314,047Liabilities 2015: $0Net Assets 2015: $314,0472015Assets 2016: $303,654Liabilities 2016: $0Net Assets 2016: $303,6542016Assets 2017: $304,381Liabilities 2017: $0Net Assets 2017: $304,3812017Assets 2018: $302,400Liabilities 2018: $0Net Assets 2018: $302,4002018Assets 2019: $304,525Liabilities 2019: $0Net Assets 2019: $304,5252019Assets 2020: $299,274Liabilities 2020: $0Net Assets 2020: $299,2742020Assets 2021: $308,543Liabilities 2021: $0Net Assets 2021: $308,5432021Assets 2022: $374,029Liabilities 2022: $0Net Assets 2022: $374,0292022Assets 2023: $361,133Liabilities 2023: $0Net Assets 2023: $361,1332023Assets 2024: $345,415Liabilities 2024: $0Net Assets 2024: $345,4152024

Highlighted filing

2017

Assets$304,381
Liabilities$0
Net Assets$304,381
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KExpenses 2011: $25,7352011Expenses 2012: $27,5262012Revenue 2013: $12,771Expenses 2013: $26,299Net Income 2013: -$13,5282013Revenue 2014: $23,139Expenses 2014: $28,350Net Income 2014: -$5,2112014Revenue 2015: $5,217Expenses 2015: $27,483Net Income 2015: -$22,2662015Revenue 2016: $13,164Expenses 2016: $23,556Net Income 2016: -$10,3922016Revenue 2017: $24,797Expenses 2017: $24,026Net Income 2017: $7712017Revenue 2018: $23,890Expenses 2018: $25,916Net Income 2018: -$2,0262018Revenue 2019: $21,597Expenses 2019: $19,369Net Income 2019: $2,2282019Revenue 2020: $17,744Expenses 2020: $22,995Net Income 2020: -$5,2512020Revenue 2021: $35,810Expenses 2021: $26,541Net Income 2021: $9,2692021Revenue 2022: $95,113Expenses 2022: $29,483Net Income 2022: $65,6302022Revenue 2023: $11,587Expenses 2023: $24,484Net Income 2023: -$12,8972023Revenue 2024: $9,429Expenses 2024: $25,128Net Income 2024: -$15,6992024

Highlighted filing

2017

Revenue$24,797
Expenses$24,026
Net Income$771
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$5,630-$5,630
Filing and Contact Details

Filer

Filer Name
Thomas Chatfield Trust
EIN
31-6638168
Phone
7403557222
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
7403557222
Signed
2018-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0161
IRS990PF/FMVAssetsEOYAmt0381183
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0303654
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0304381
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0227
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0204
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt091500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt091427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt092676
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0201751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0197864
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0273417
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0277
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0143
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0143
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09899
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0303654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0304381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0381183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0303654
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0304381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0303654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0304381
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0366887
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0361435
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05503
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018069
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0361384
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0366887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1118 CN-OH-W10X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0361384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0326632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0363721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0383766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0406739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0362348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.28709
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018521
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018521
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018521
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0602 CHILLICOTHE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTSMOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045662
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA- TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07403557222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017358
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTH POINT UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0202 THIRD STREET EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045680
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017358
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017681
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010898
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0480
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018521
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0840
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014290
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0277
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0143
OtherDecreasesSchedule/OtherDecreasesDetail/Amt044
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$304,381
Liabilities
$0
Net assets
$304,381
Revenue
$24,797
Expenses
$24,026
Net income
$771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.09$0.25$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.12$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.95$0.29$0.66
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.36$0.27$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.22$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.24$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.25$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.13$0.24$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.05$0.27$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.23$0.28$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.13$0.26$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.26