Civic Intelligence

The Itri Family Foundation

990PF • Fiscal year 2011 • EIN 33-0768593

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 21, 2012

Organization Profile
38 Pelican Point Drive92657
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$316,725

No earlier filing loaded for comparison.

Net Assets

$316,725

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$20,781

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $316,725Liabilities 2011: $0Net Assets 2011: $316,7252011Assets 2012: $301,562Liabilities 2012: $0Net Assets 2012: $301,5622012Assets 2013: $309,946Liabilities 2013: $0Net Assets 2013: $309,9462013Assets 2014: $330,585Liabilities 2014: $0Net Assets 2014: $330,5852014Assets 2015: $373,633Liabilities 2015: $0Net Assets 2015: $373,6332015Assets 2016: $365,151Liabilities 2016: $0Net Assets 2016: $365,1512016Assets 2017: $356,613Liabilities 2017: $0Net Assets 2017: $356,6132017Assets 2018: $356,006Liabilities 2018: $0Net Assets 2018: $356,0062018Assets 2019: $338,310Liabilities 2019: $0Net Assets 2019: $338,3102019Assets 2020: $305,251Liabilities 2020: $0Net Assets 2020: $305,2512020Assets 2021: $283,703Liabilities 2021: $0Net Assets 2021: $283,7032021Assets 2022: $268,830Liabilities 2022: $0Net Assets 2022: $268,8302022Assets 2023: $195,875Liabilities 2023: $0Net Assets 2023: $195,8752023Assets 2024: $201,947Liabilities 2024: $0Net Assets 2024: $201,9472024

Highlighted filing

2011

Assets$316,725
Liabilities$0
Net Assets$316,725
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $20,7812011Expenses 2012: $24,9992012Revenue 2013: $31,030Expenses 2013: $22,646Net Income 2013: $8,3842013Revenue 2014: $42,031Expenses 2014: $21,392Net Income 2014: $20,6392014Revenue 2015: $69,182Expenses 2015: $26,134Net Income 2015: $43,0482015Revenue 2016: $40,525Expenses 2016: $49,007Net Income 2016: -$8,4822016Revenue 2017: $22,342Expenses 2017: $30,880Net Income 2017: -$8,5382017Revenue 2018: $26,562Expenses 2018: $27,169Net Income 2018: -$6072018Revenue 2019: $23,335Expenses 2019: $41,031Net Income 2019: -$17,6962019Revenue 2020: $5,018Expenses 2020: $38,077Net Income 2020: -$33,0592020Revenue 2021: $29,707Expenses 2021: $51,255Net Income 2021: -$21,5482021Revenue 2022: $5,932Expenses 2022: $20,805Net Income 2022: -$14,8732022Revenue 2023: -$42,546Expenses 2023: $30,409Net Income 2023: -$72,9552023Revenue 2024: $27,466Expenses 2024: $21,394Net Income 2024: $6,0722024

Highlighted filing

2011

Revenue-
Expenses$20,781
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 21, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENEDICT A ITRIPresident/CFO-$0--
SUSAN L ITRISecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE COOPER UNIONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantARCHBISHOP MOLLOY HSGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYBRIARWOOD, NY, US$3,500
Paid GrantMATHEMATICS ASSN OF AMERICA (MAA)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYWASHINGTON, DC, US$1,106
Paid GrantDIVINE MERCY CATHOLIC ACADEMYGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYOZONE PARK, NY, US$500
Paid GrantPLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$400
Paid GrantWORLDWIDE FISTULA FOUNDATION (WFF)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYDENVER, CO, US$300
Paid GrantEHS FIELD HOCKEY BOOSTER CLUBGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYEDWARDSVILLE, IL, US$200
Paid GrantLOS ANGELES COUNTY MUSEUM OF ART (LACMA)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYLOS ANGELES, CA, US$200
Paid GrantOXFAM INTERNATIONALGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYBOSTON, MA, US$200
Paid GrantSMITHSONIAN INSTITUTIONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYPITTSFIELD, MA, US$200
Paid GrantTHYROID CANCER SURVIVORS' ASSOCIATION INC (THYCA)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$200
Paid GrantLA MISSIONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYLOS ANGELES, CA, US$130
Paid GrantCALIFORNIA STATE PARKS FOUNDATION (CSPF)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYLOS ANGELES, CA, US$125
Paid GrantNY PUBLIC LIBRARYGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$125
Paid GrantGEORGE WASHINGTON'S MOUNT VERNONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYMOUNT VERNON, VA, US$100
Paid GrantGIRL SCOUTS OF THE USAGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$100
Paid GrantINERNATIONAL DARK-SKY ASSOCIATION (IDA)GENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYTUCSON, AZ, US$100
Paid GrantSHERMAN LIBRARY & GARDENSGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYCORONA DEL MAR, CA, US$100
Paid GrantMAKE A WISH FOUNDATIONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYALBERT LEA, MN, US$75
Paid GrantOC RESCUE MISSIONGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYTUSTIN, CA, US$75
Paid GrantTHE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION INCGENERAL SUPPORT OF ORGANIZATION'S OPERATIONSPUBLIC CHARITYNEW YORK, NY, US$75
Filing and Contact Details

Filer

EIN
33-0768593
Raw XML AppendixShowing 400 of 760 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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DistributionFromCorpusElection/Election0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ITRI FAMILY FOUNDATION, ELECTS TO TREAT $7,389 OF THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS._______________________________ _____________________BENEDICT ITRI, PRESIDENT DATE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4COLUMBIA SELIGMAN COMMU & INFO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9IQ ANALOG INVESTMENT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-07-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-11-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-12-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41730 SHARES, EATON VANCE WORLD WIDE HEALTH SCI FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51 SHARES, EATON VANCE WORLD WIDE HEALTH SCI FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61 SHARES, EATON VANCE WORLD WIDE HEALTH SCI FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset751 SHARES, COLUMBIA SELIGMAN COMMUNICATIONS & IF CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset80.493 SHARES, COLUMBIA SELIGMAN COMMUNICATIONS & IF CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset948 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset100.465 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1179 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset120.014 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1378 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset140.071 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150.521 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1678 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset170.815 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1834 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset190.048 SHARES, AMERICA GROWTH FUND OF AMERICA CL F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2042 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset210.181 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2270 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset230.028 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2468 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset250.7 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2629 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset270.858 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset280.091 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2930 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset300.198 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset310.142 SHARES, DAVIS NEW YORK VENTURE FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss61
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7710
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss84
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9236
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss26-65
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29-79
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss322231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses61
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7710
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses84
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9236
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses26-65
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses29-79
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses322231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice416918
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice610
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice72476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice824
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice91478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice112500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice122481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice152474
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1626
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice191473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice212499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice221
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice232475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice25968
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2629
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice28989
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice297
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice305
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice312231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired21P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired22P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired23P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired24P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired25P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired26P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired27P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired28P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired29P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired30P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired31P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired32P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-11674
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0316725
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0328399
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0316725
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016945
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016945
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016945
IRS990PF/DistributableAmount/MinimumInvestmentReturn016979
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome034
IRS990PF/DistributableAmount/TotalTax034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0413
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0447
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0413
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0447
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0318676
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0344755
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01884
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0342871
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05171
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016979
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0339584
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0344755
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,725
Liabilities
$0
Net assets
$316,725
Revenue
-
Expenses
$20,781
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.27$0.21$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.43$0.30$0.73
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.06$0.21$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.30$0.51$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.05$0.38$0.33
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.23$0.41$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.27$0.27$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.22$0.31$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.41$0.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.69$0.26$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.42$0.21$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.31$0.23$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.21