Civic Intelligence

Herbold Foundation

990PF • Fiscal year 2019 • EIN 32-0046141

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 19, 2020

Organization Profile
2402 E Esplanade Lane No 903Phoenix, AZ 85016

(425) 890-8552

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$86,704

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.0%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,893,353

Down $242,407 (-3.0%) from 2018

Net Assets

Down

$7,893,353

Down $242,407 (-3.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin16th percentile

Revenue

Down

$448,262

Down $577,047 (-56%) from 2018

Expenses

Up

$560,195

Up $38,642 (+7.4%) from 2018

Net Income

Down

-$111,933

Down $615,689 (-122%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$10M$5.0M$0Assets 2010: $6,031,025Liabilities 2010: $0Net Assets 2010: $6,031,0252010Assets 2011: $6,246,491Liabilities 2011: $0Net Assets 2011: $6,246,4912011Assets 2012: $6,342,212Liabilities 2012: $0Net Assets 2012: $6,342,2122012Assets 2013: $6,856,096Liabilities 2013: $0Net Assets 2013: $6,856,0962013Assets 2014: $7,047,408Liabilities 2014: $0Net Assets 2014: $7,047,4082014Assets 2015: $7,189,023Liabilities 2015: $0Net Assets 2015: $7,189,0232015Assets 2016: $7,256,658Liabilities 2016: $0Net Assets 2016: $7,256,6582016Assets 2017: $7,632,466Liabilities 2017: $0Net Assets 2017: $7,632,4662017Assets 2018: $8,135,760Liabilities 2018: $0Net Assets 2018: $8,135,7602018Assets 2019: $7,893,353Liabilities 2019: $0Net Assets 2019: $7,893,3532019Assets 2020: $7,873,855Liabilities 2020: $0Net Assets 2020: $7,873,8552020Assets 2021: $8,851,801Liabilities 2021: $0Net Assets 2021: $8,851,8012021Assets 2022: $8,790,584Liabilities 2022: $0Net Assets 2022: $8,790,5842022Assets 2023: $8,589,375Liabilities 2023: $0Net Assets 2023: $8,589,3752023Assets 2024: $9,016,328Liabilities 2024: $0Net Assets 2024: $9,016,3282024

Highlighted filing

2019

Assets$7,893,353
Liabilities$0
Net Assets$7,893,353
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $306,3832010Expenses 2011: $299,8652011Expenses 2012: $320,9032012Revenue 2013: $521,371Expenses 2013: $324,906Net Income 2013: $196,4652013Revenue 2014: $572,653Expenses 2014: $374,570Net Income 2014: $198,0832014Revenue 2015: $582,402Expenses 2015: $432,596Net Income 2015: $149,8062015Revenue 2016: $510,899Expenses 2016: $437,142Net Income 2016: $73,7572016Revenue 2017: $830,535Expenses 2017: $448,606Net Income 2017: $381,9292017Revenue 2018: $1,025,309Expenses 2018: $521,553Net Income 2018: $503,7562018Revenue 2019: $448,262Expenses 2019: $560,195Net Income 2019: -$111,9332019Revenue 2020: $554,168Expenses 2020: $579,050Net Income 2020: -$24,8822020Revenue 2021: $1,591,664Expenses 2021: $612,396Net Income 2021: $979,2682021Revenue 2022: $696,897Expenses 2022: $754,053Net Income 2022: -$57,1562022Revenue 2023: $482,746Expenses 2023: $683,778Net Income 2023: -$201,0322023Revenue 2024: $1,115,765Expenses 2024: $685,706Net Income 2024: $430,0592024

Highlighted filing

2019

Revenue$448,262
Expenses$560,195
Net Income-$111,933
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 19, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA M HERBOLDExecutive DirectorPT$68,475$18,229$86,704
ROBERT J HERBOLDPresident/TreasurerPT$0--
PATRICIA L HERBOLDVP & SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Herbold Foundation
EIN
32-0046141
Phone
4258908552
Address
2402 E ESPLANADE LANE NO 903, PHOENIX, AZ 85016

Signing Officer

Name
Robert J Herbold
Title
President/treasurer
Phone
4258908552
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Bailey H Tocco
Phone
6022646835
Raw XML AppendixShowing 400 of 797 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/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06524064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011005904
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04083
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04942
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01408
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0859
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0859
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08135760
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07893353
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08135760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07893353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012433103
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08135760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07893353
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08135760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07893353
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011567480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011503053
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0173512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0569698
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011393968
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011567480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt068475
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt018229
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONNA M HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT J HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA L HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02409 EAST SOLANO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12402 E ESPLANADE LANE STE 903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22402 E ESPLANADE LANE STE 903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0521035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0523515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0497166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0443169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0435840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0422714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0370493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011393968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010989315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010173170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08936708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08842098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08563762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0525990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228644
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0523510
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0525990
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02480
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0525990
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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/IndividualWithBooksNm0DONNA M HERBOLD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02409 EAST SOLANO DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHOENIX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03176918333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE REQUIRED THREE PAGE APPLICATION IS AVAILABLE UPON REQUEST FROM THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DONNA HERBOLD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03176918333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02409 EAST SOLANO DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd085016
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE REQUIRED THREE PAGE APPLICATION IS AVAILABLE UPON REQUEST FROM THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1ST OF THE YEAR THAT THE STUDENT WILL ENTER COLLEGE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT J HERBOLD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA L HERBOLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt97500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1665000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt193000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt232500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,893,353
Liabilities
$0
Net assets
$7,893,353
Revenue
$448,262
Expenses
$560,195
Net income
-$111,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.12$0.69$0.43
2023Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.48$0.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.70$0.75$0.06
2021Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$1.59$0.61$0.98
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.55$0.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.45$0.56$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$1.03$0.52$0.50
2017Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.83$0.45$0.38
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.58$0.43$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.57$0.37$0.20
2013Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.52$0.32$0.20
2012Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.32
2011Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.30
2010Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.31