Civic Intelligence

Walter B Lindheimer Charitable Foundation

990PF • Fiscal year 2019 • EIN 33-1116963

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 01, 2020

1925 Century Park East No 16 FLLos Angeles, CA 90067

(310) 273-2501

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$4,250

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,048,173

Down $38,985 (-1.9%) from 2018

Net Assets

Down

$2,048,173

Down $38,985 (-1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$127,067

Down $50,684 (-29%) from 2018

Expenses

Down

$166,052

Down $441 (-0.3%) from 2018

Net Income

Down

-$38,985

Down $50,243 (-446%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $455Liabilities 2010: $0Net Assets 2010: $4552010Assets 2011: $445Liabilities 2011: $0Net Assets 2011: $4452011Assets 2012: $1,563,044Liabilities 2012: $0Net Assets 2012: $1,563,0442012Assets 2013: $2,475,020Liabilities 2013: $0Net Assets 2013: $2,475,0202013Assets 2014: $2,352,913Liabilities 2014: $0Net Assets 2014: $2,352,9132014Assets 2015: $2,228,916Liabilities 2015: $0Net Assets 2015: $2,228,9162015Assets 2016: $2,128,905Liabilities 2016: $0Net Assets 2016: $2,128,9052016Assets 2017: $2,077,709Liabilities 2017: $0Net Assets 2017: $2,077,7092017Assets 2018: $2,087,158Liabilities 2018: $0Net Assets 2018: $2,087,1582018Assets 2019: $2,048,173Liabilities 2019: $0Net Assets 2019: $2,048,1732019Assets 2020: $1,988,665Liabilities 2020: $0Net Assets 2020: $1,988,6652020Assets 2021: $2,192,676Liabilities 2021: $0Net Assets 2021: $2,192,6762021Assets 2022: $2,118,153Liabilities 2022: $0Net Assets 2022: $2,118,1532022Assets 2023: $2,013,168Liabilities 2023: $0Net Assets 2023: $2,013,1682023Assets 2024: $2,045,520Liabilities 2024: $0Net Assets 2024: $2,045,5202024

Highlighted filing

2019

Assets$2,048,173
Liabilities$0
Net Assets$2,048,173

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $102010Expenses 2011: $102011Expenses 2012: $94,1092012Revenue 2013: $1,078,589Expenses 2013: $166,613Net Income 2013: $911,9762013Revenue 2014: $79,137Expenses 2014: $199,028Net Income 2014: -$119,8912014Revenue 2015: $39,898Expenses 2015: $162,525Net Income 2015: -$122,6272015Revenue 2016: $66,560Expenses 2016: $166,571Net Income 2016: -$100,0112016Revenue 2017: $117,462Expenses 2017: $165,207Net Income 2017: -$47,7452017Revenue 2018: $177,751Expenses 2018: $166,493Net Income 2018: $11,2582018Revenue 2019: $127,067Expenses 2019: $166,052Net Income 2019: -$38,9852019Revenue 2020: $107,042Expenses 2020: $166,550Net Income 2020: -$59,5082020Revenue 2021: $380,806Expenses 2021: $176,795Net Income 2021: $204,0112021Revenue 2022: $115,590Expenses 2022: $190,113Net Income 2022: -$74,5232022Revenue 2023: $68,920Expenses 2023: $173,905Net Income 2023: -$104,9852023Revenue 2024: $230,250Expenses 2024: $198,037Net Income 2024: $32,2132024

Highlighted filing

2019

Revenue$127,067
Expenses$166,052
Net Income-$38,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 1, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK NEINSTEINChief Financial Officer-$4,250-$4,250
LOURDES ANGELESPresident-$0--
PAUL LEVINSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Walter B Lindheimer Charitable
EIN
33-1116963
Phone
3102732501
Address
1925 CENTURY PARK EAST NO 16 FL, LOS ANGELES, CA 90067

Signing Officer

Name
Jack Sheldon Neinstein
Title
CFO
Phone
3102732501
Signed
2020-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1925 CENTURY PARK E 16TH FLOOR, LOS ANGELES, CA 90067
Preparer
Olga Zarney
Phone
3102732501
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050309
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050309
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-38985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0708578
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01833
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt093720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028696
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0130705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0166052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0127067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0633653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt066004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt066004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0699657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt074925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38985
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02048173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02087158
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02048173
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0124450
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0124450
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0124450
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0126324
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01874
IRS990PF/DistributableAmountGrp/TotalTaxAmt01874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02912
IRS990PF/FMVAssetsEOYAmt02610644
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt064303
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046998
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0992963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0714055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0709076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0629971
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0954760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01521689
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0369913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0172618
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0173139
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02087158
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02048173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030008
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0159742
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0159742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02087158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02048173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02610644
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02087158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02048173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02087158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02048173
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02564953
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0167722
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02397231
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038474
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0126324
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02526479
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02564953
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOURDES ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL LEVINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK NEINSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0855 MONTEREY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 SANTA MONICA BLVD 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21925 CENTURY PARK EAST 16 FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GLENDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0132875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0133812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0130260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0131250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0131418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0128117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0149759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02526479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02629190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02479365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02382682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02566739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02702533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0130705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262964
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0130705
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130705

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.23$0.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.07$0.17$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.12$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.38$0.18$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.13$0.17$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.18$0.17$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.12$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.17$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.04$0.16$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.08$0.20$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$1.08$0.17$0.91
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00