Civic Intelligence

Equity Residential Foundation

990PF • Fiscal year 2017 • EIN 36-4478772

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

2 N Riverside Plaza Ste 400Chicago, IL 60606

(312) 474-1300

Siviq Scores

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

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.22x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

6.4%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

335%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,186,355

Up $191,746 (+6.4%) from 2016

Net Assets

Up

$3,086,355

Up $291,746 (+10%) from 2016

Liabilities

Down

$100,000

Down $100,000 (-50%) from 2016

Revenue

Up

$456,971

Up $351,928 (+335%) from 2016

Expenses

Down

$165,225

Down $24,039 (-13%) from 2016

Net Income

Up

$291,746

Up $375,967 (+446%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,327,837Liabilities 2010: $200,000Net Assets 2010: $3,127,8372010Assets 2011: $3,293,207Liabilities 2011: $130,000Net Assets 2011: $3,163,2072011Assets 2012: $3,242,380Liabilities 2012: $20,000Net Assets 2012: $3,222,3802012Assets 2013: $3,334,620Liabilities 2013: $10,000Net Assets 2013: $3,324,6202013Assets 2014: $3,208,908Liabilities 2014: $400,000Net Assets 2014: $2,808,9082014Assets 2015: $3,178,830Liabilities 2015: $300,000Net Assets 2015: $2,878,8302015Assets 2016: $2,994,609Liabilities 2016: $200,000Net Assets 2016: $2,794,6092016Assets 2017: $3,186,355Liabilities 2017: $100,000Net Assets 2017: $3,086,3552017Assets 2018: $3,294,386Liabilities 2018: $0Net Assets 2018: $3,294,3862018Assets 2019: $3,213,480Liabilities 2019: $0Net Assets 2019: $3,213,4802019Assets 2020: $3,101,990Liabilities 2020: $0Net Assets 2020: $3,101,9902020Assets 2021: $3,097,698Liabilities 2021: $0Net Assets 2021: $3,097,6982021Assets 2022: $3,043,967Liabilities 2022: $0Net Assets 2022: $3,043,9672022Assets 2023: $2,957,607Liabilities 2023: $0Net Assets 2023: $2,957,6072023Assets 2024: $2,953,397Liabilities 2024: $0Net Assets 2024: $2,953,3972024

Highlighted filing

2017

Assets$3,186,355
Liabilities$100,000
Net Assets$3,086,355

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $120,6842010Expenses 2011: $182,2892011Expenses 2012: $170,3202012Revenue 2013: $367,539Expenses 2013: $265,299Net Income 2013: $102,2402013Revenue 2014: $173,097Expenses 2014: $688,467Net Income 2014: -$515,3702014Revenue 2015: $240,591Expenses 2015: $170,669Net Income 2015: $69,9222015Revenue 2016: $105,043Expenses 2016: $189,264Net Income 2016: -$84,2212016Revenue 2017: $456,971Expenses 2017: $165,225Net Income 2017: $291,7462017Revenue 2018: $358,691Expenses 2018: $150,660Net Income 2018: $208,0312018Revenue 2019: $75,202Expenses 2019: $156,108Net Income 2019: -$80,9062019Revenue 2020: $102,278Expenses 2020: $213,768Net Income 2020: -$111,4902020Revenue 2021: $157,858Expenses 2021: $162,150Net Income 2021: -$4,2922021Revenue 2022: $93,795Expenses 2022: $147,526Net Income 2022: -$53,7312022Revenue 2023: $100,459Expenses 2023: $187,394Net Income 2023: -$86,9352023Revenue 2024: $191,369Expenses 2024: $195,665Net Income 2024: -$4,2962024

Highlighted filing

2017

Revenue$456,971
Expenses$165,225
Net Income$291,746
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott J FensterDirector (New Oct 2017)-$0--
David J NeithercutPresident-$0--
Mark J ParrellVice President (New Oct 2017)-$0--
Marty McKennaVice President-$0--
Robert GarechanaTreasurer-$0--
Michael GastVice President-$0--
Christopher A MaherAsst. Secretary-$0--
SAMUEL ZELLDirector-$0--
BRUCE C STROHMVice President-$0--
Filing and Contact Details

Filer

Filer Name
Equity Residential Foundation
EIN
36-4478772
In Care Of
% ROBERT GARECHANA
Phone
3124741300
Address
2 N RIVERSIDE PLAZA STE 400, CHICAGO, IL 60606

Signing Officer

Name
Robert Garechana
Title
Treasurer
Phone
3124741300
Signed
2018-05-08

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Katherine Kurtzman
Phone
3128792000
Raw XML AppendixShowing 400 of 685 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/GrantsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03740
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06948
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02488604
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02990122
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03244542
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0105805
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0165348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0165348
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02994609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03186355
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03440775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03186355
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03086355
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02594609
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03259771
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050545
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Scott J Fenster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David J Neithercut
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mark J Parrell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Marty McKenna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Robert Garechana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Michael Gast
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Christopher A Maher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SAMUEL ZELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8BRUCE C STROHM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director (NEW OCT 2017)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President (NEW OCT 2017)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Asst. Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt72 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt82 N RIVERSIDE PLAZA STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd360606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd460606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd560606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd660606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd760606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd860606
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0235053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0239426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0261469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0241254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0272135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0243077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0254584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.070818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.081592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.068224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.068424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03319114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03204603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03536204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03805060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03778544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03720708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0242315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.35409
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0237942
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0242315
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04373
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0242315
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.19$0.20$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.09$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.16$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.10$0.21$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.08$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.36$0.15$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.10$3.09$0.46$0.17$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.20$2.79$0.11$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.30$2.88$0.24$0.17$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.40$2.81$0.17$0.69$0.52
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.01$3.32$0.37$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.24$0.02$3.22$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.29$0.13$3.16$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.33$0.20$3.13$0.12