Civic Intelligence

Carl and Marilynn Thoma Foundation

990PF • Fiscal year 2017 • EIN 36-3486549

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 31, 2018

Organization Profile
875 North Michigan Avenue Suite 131Chicago, IL 60611

(312) 254-3361

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

$133,152,277

No earlier filing loaded for comparison.

Net Assets

$133,145,194

No earlier filing loaded for comparison.

Liabilities

$7,083

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

$24,635,590

No earlier filing loaded for comparison.

Expenses

$5,263,347

No earlier filing loaded for comparison.

Net Income

$19,372,243

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.

$600M$400M$200M$0Assets 2017: $133,152,277Liabilities 2017: $7,083Net Assets 2017: $133,145,1942017Assets 2018: $181,036,694Liabilities 2018: $135,099Net Assets 2018: $180,901,5952018Assets 2019: $264,276,208Liabilities 2019: $82,494Net Assets 2019: $264,193,7142019Assets 2020: $435,606,149Liabilities 2020: $107,298Net Assets 2020: $435,498,8512020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$133,152,277
Liabilities$7,083
Net Assets$133,145,194
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MRevenue 2017: $24,635,590Expenses 2017: $5,263,347Net Income 2017: $19,372,2432017Revenue 2018: $58,322,144Expenses 2018: $6,241,541Net Income 2018: $52,080,6032018Revenue 2019: $89,595,943Expenses 2019: $9,229,892Net Income 2019: $80,366,0512019Revenue 2020: $143,212,178Expenses 2020: $14,476,717Net Income 2020: $128,735,4612020Revenue 2021: $929,287Expenses 2021: $17,582,416Net Income 2021: -$16,653,1292021

Highlighted filing

2017

Revenue$24,635,590
Expenses$5,263,347
Net Income$19,372,243
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL D THOMAPresidentPT$0--
MARILYNN J THOMAVice-PresidentPT$0--
MARILYNN J THOMATreasurerPT$0--
Mark D ThomaDirectorPT$0--
Margo E ThomaDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Carl and Marilynn Thoma Foundation
EIN
36-3486549
In Care Of
% CARL D THOMA
Phone
3122543361
Address
875 North Michigan Avenue Suite 131, Chicago, IL 60611

Signing Officer

Name
Carl D Thoma
Title
President
Phone
3122543361
Signed
2018-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Mowery & Schoenfeld LLC
Address
475 Half Day Road Suite 250, Lincolnshire, IL 60069
Preparer
Gary S Hart
Phone
8472478959
Raw XML AppendixShowing 400 of 554 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF IRC Section 171(c)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IRC Section 171(c)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Carl and Marilynn Thoma Foundation hereby elects under section 171(c) of the Internal Revenue Code to amortize bond premium pursuant to Treasury Regulation 1.171-4(a).
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TOURBILLON GLOBAL EQUITIES LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PROSTRATE MGMT DIAG PREF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CCP QUANTITATIVE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8OCA VENTURES III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9THOMA BRAVO SPEC OPPS FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ABQID FUND I, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DISTRIBUTION RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SBH EMERGING MKTS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SBH EMERGING MKTS SMALL CAP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14THOMA BRAVO CREDIT FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15THOMA BRAVO SOFII GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16THOMA BRAVO XI GLOBAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB #9068 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB #9068 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB #4966 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB #4966 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB #8823 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB #8823 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB #2678 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CHARLES SCHWAB #2678 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8.75 SHS WHITING PETROLEUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CHARLES SCHWAB #9677 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CHARLES SCHWAB #9677 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11TD AMERITRADE #5286 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12200 SHS SELECT MD HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1320,000 SHS SELECT MD HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013541780
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019372243
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0645014
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0133145194
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0113127937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0133145194
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05795562
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05795562
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05795562
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05946332
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0150770
IRS990PF/DistributableAmountGrp/TotalTaxAmt0150770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0331577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0482347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0150770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0331577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0150770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0150770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0482347
IRS990PF/FMVAssetsEOYAmt0133152277
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07083
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04318926
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04318926
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08980075
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05401297
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05401297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04748435
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025440636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025440636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09056456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011058691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011058691
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt081512977
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt086370971
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt086370971
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013285
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0108809011
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0128826268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08843279
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04880682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04880682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0113141222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0133152277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0133152277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0113141222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0133152277
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0113127937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0133145194
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0120737695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09706552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024811082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01811065
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt086220061
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05946332
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118926630
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0120737695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARL D THOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYNN J THOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARILYNN J THOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Mark D Thoma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Margo E Thoma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0875 N Michigan Ave Suite 1310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1875 N Michigan Ave Suite 1310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2875 N Michigan Ave Suite 1310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39850 east kalil drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41601 Paseo de Peralta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd487501
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02343687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02494457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05364394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03692706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0600915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0118841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.019707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.007079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.004394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0150770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0118926630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0105805655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0102026493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt084887375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt053182161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt027049167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04764228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.098534
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04613458
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04764228
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0150770
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04764228
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
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

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
$133,152,277
Liabilities
$7,083
Net assets
$133,145,194
Revenue
$24,635,590
Expenses
$5,263,347
Net income
$19,372,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.93$17.6$16.7
2020Detailed filing. Detailed filing data is available for this year.$436$0.11$435$143$14.5$129
2019Detailed filing. Detailed filing data is available for this year.$264$0.08$264$89.6$9.23$80.4
2018Detailed filing. Detailed filing data is available for this year.$181$0.14$181$58.3$6.24$52.1
2017Detailed filing. Detailed filing data is available for this year.$133$0.01$133$24.6$5.26$19.4