Civic Intelligence

Jeffery Wallace Ellis Trust C/O Mcdermott & Miller PC

990PF • Fiscal year 2016 • EIN 36-3494704

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 20, 2017

Organization Profile
PO Box 1317Hastings, NE 68902-1317

(402) 462-4154

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-188%

Higher net margin than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,741,391

Down $109,963 (-5.9%) from 2015

Net Assets

Down

$1,741,391

Down $109,963 (-5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Down

$58,586

Down $236,268 (-80%) from 2015

Expenses

Up

$168,549

Up $14,826 (+9.6%) from 2015

Net Income

Down

-$109,963

Down $251,094 (-178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,789,159Liabilities 2012: $0Net Assets 2012: $1,789,1592012Assets 2013: $1,735,235Liabilities 2013: $0Net Assets 2013: $1,735,2352013Assets 2014: $1,710,223Liabilities 2014: $0Net Assets 2014: $1,710,2232014Assets 2015: $1,851,354Liabilities 2015: $0Net Assets 2015: $1,851,3542015Assets 2016: $1,741,391Liabilities 2016: $0Net Assets 2016: $1,741,3912016Assets 2017: $1,741,368Liabilities 2017: $0Net Assets 2017: $1,741,3682017Assets 2018: $1,843,145Liabilities 2018: $0Net Assets 2018: $1,843,1452018Assets 2019: $2,165,493Liabilities 2019: $0Net Assets 2019: $2,165,4932019Assets 2020: $2,184,084Liabilities 2020: $0Net Assets 2020: $2,184,0842020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$1,741,391
Liabilities$0
Net Assets$1,741,391
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $140,7232012Revenue 2013: $82,208Expenses 2013: $136,132Net Income 2013: -$53,9242013Revenue 2014: $127,780Expenses 2014: $152,792Net Income 2014: -$25,0122014Revenue 2015: $294,854Expenses 2015: $153,723Net Income 2015: $141,1312015Revenue 2016: $58,586Expenses 2016: $168,549Net Income 2016: -$109,9632016Revenue 2017: $172,628Expenses 2017: $172,651Net Income 2017: -$232017Revenue 2018: $267,071Expenses 2018: $165,294Net Income 2018: $101,7772018Revenue 2019: $474,853Expenses 2019: $152,505Net Income 2019: $322,3482019Revenue 2020: $150,712Expenses 2020: $132,121Net Income 2020: $18,5912020Revenue 2021: $134,783Expenses 2021: $2,318,867Net Income 2021: -$2,184,0842021

Highlighted filing

2016

Revenue$58,586
Expenses$168,549
Net Income-$109,963
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD H ELLIS JRPresident/Trustee-$0--
EVA ELLISSecretary/Trustee-$0--
PETER ELLISVice President/Trustee-$0--
AMANDA ELLIS-THURBERTreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeffery Wallace Ellis Trust
EIN
36-3494704
Phone
4024624154
Address
PO BOX 1317, HASTINGS, NE 68902-1317

Signing Officer

Name
Lloyd H Ellis Jr
Title
Pres./trustee
Phone
4024624154
Signed
2017-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Mcdermott and Miller Pc
Address
PO BOX 1317, HASTINGS, NE 68902-1317
Preparer
Michael a Walenz CPA
Phone
4024624154
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE JEFFERY WALLACE ELLIS TRUST, A PRIVATE FOUNDATION DID TREAT DISTRIBUTIONS TO A DONOR ADVISED FUND OF THE HASTINGS COMMUNITY FOUNDATION AS QUALIFYING DISTRIBUTIONS. THOSE FUNDS CONSISTENT WITH IRC SECTION 170(C)(2)(B) WILL BE USED TO SUPPORT EDUCATION CONSISTENT WITH THE SCHOLARSHIP POLICY OF THE JEFFERY WALLACE ELLIS FOUNDATION AND OTHER CHARITABLE PURPOSES AS THE HASTINGS COMMUNITY FOUNDATION DECIDES.THE HASTINGS COMMUNITY FOUNDATION HAS FINAL APPROVAL (AND EXERCISES EXPENDITURE RESPONSIBILITY) OVER ANY DISTRIBUTIONS FROM THE FUND AND FURTHER AS A PART OF THE DONOR ADVISED AGREEMENT AND PURPOSES OF THE HASTINGS COMMUNITY FOUNDATION DISTRIBUTIONS CAN ONLY BE MADE FOR PURPOSES PROVIDED FOR UNDER IRC SECTION 170(C) INCLUDING IRC SECTION 170(C)(2)(B).NO PERSON INVOLVED WITH THE PRIVATE FOUNDATION, THE DONOR ADVISED FUND OR ANY OTHER PERSON DESCRIBED IN SECTION 4958(F)(7) RECEIVED ANY DIRECT OR INDIRECT BENEFIT FROM ANY DISTRIBUTION FROM EITHER THE PRIVATE FOUNDATION OR THE DONOR ADVISED FUND.UNDER THE TERMS OF THE DONOR ADVISED AGREEMENT WITH THE HASTINGS COMMUNITY FOUNDATION ANNUAL FINANCIAL REPORTS ARE TO BE GIVEN TO THE JEFFERY WALLACE ELLIS TRUST INCLUDING DISTRIBUTIONS MADE UNDER THE TERMS OF THE AGREEMENT.
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0513300
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-17798
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039328
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt018549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014119
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0168549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt058586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0531098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-17798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-17798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0513300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - TD AMERITRADE #XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17798
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-109963
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01741391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01851354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01741391
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0132520
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132520
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132520
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0132913
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/DistributableAmountGrp/TotalTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02720
IRS990PF/FMVAssetsEOYAmt02651308
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt013959
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0307298
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0293339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0293339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01167000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01463542
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01358428
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01394684
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0454291
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0344328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt093639
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt088790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt088790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01851354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01741391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02651308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01851354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01741391
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01851354
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01741391
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02698750
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt086022
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01444894
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040481
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01167834
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0132913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02658269
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02698750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LLOYD H ELLIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVA ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AMANDA ELLIS-THURBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25422 GRACE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3285 ABBOTT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MENTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BRATTLEBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0122259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0122652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0130123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0121200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0118732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt093635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02658269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02654062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02609949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02555699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02492394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02486685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229962
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125006
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125399

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,741,391
Liabilities
$0
Net assets
$1,741,391
Revenue
$58,586
Expenses
$168,549
Net income
-$109,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$2.32$2.18
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.47$0.15$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.27$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.29$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14