Civic Intelligence

The Owen Foundation

990PF • Fiscal year 2018 • EIN 37-1335069

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
19 Stonebrook CourtBloomington, IL 61704

(309) 826-1141

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,523,851

Up $57,983 (+2.4%) from 2017

Net Assets

Up

$2,523,851

Up $57,983 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin78th percentile

Revenue

Up

$243,130

Up $101,331 (+71%) from 2017

Expenses

Up

$185,147

Up $19,326 (+12%) from 2017

Net Income

Up

$57,983

Up $82,005 (+341%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,252,597Liabilities 2010: $0Net Assets 2010: $2,252,5972010Assets 2012: $2,199,014Liabilities 2012: $10,000Net Assets 2012: $2,189,0142012Assets 2013: $2,510,350Liabilities 2013: $4,953Net Assets 2013: $2,505,3972013Assets 2014: $2,561,340Liabilities 2014: $0Net Assets 2014: $2,561,3402014Assets 2015: $2,580,021Liabilities 2015: $0Net Assets 2015: $2,580,0212015Assets 2016: $2,489,890Liabilities 2016: $0Net Assets 2016: $2,489,8902016Assets 2017: $2,465,868Liabilities 2017: $0Net Assets 2017: $2,465,8682017Assets 2018: $2,523,851Liabilities 2018: $0Net Assets 2018: $2,523,8512018Assets 2019: $2,461,919Liabilities 2019: $0Net Assets 2019: $2,461,9192019Assets 2020: $2,383,350Liabilities 2020: $0Net Assets 2020: $2,383,3502020Assets 2021: $2,654,922Liabilities 2021: $0Net Assets 2021: $2,654,9222021Assets 2022: $2,584,703Liabilities 2022: $0Net Assets 2022: $2,584,7032022Assets 2023: $2,685,602Liabilities 2023: $0Net Assets 2023: $2,685,6022023Assets 2024: $2,716,402Liabilities 2024: $0Net Assets 2024: $2,716,4022024

Highlighted filing

2018

Assets$2,523,851
Liabilities$0
Net Assets$2,523,851
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $118,5802010Expenses 2012: $211,5372012Revenue 2013: $493,653Expenses 2013: $177,270Net Income 2013: $316,3832013Revenue 2014: $227,163Expenses 2014: $171,220Net Income 2014: $55,9432014Revenue 2015: $194,597Expenses 2015: $175,916Net Income 2015: $18,6812015Revenue 2016: $85,746Expenses 2016: $175,873Net Income 2016: -$90,1272016Revenue 2017: $141,799Expenses 2017: $165,821Net Income 2017: -$24,0222017Revenue 2018: $243,130Expenses 2018: $185,147Net Income 2018: $57,9832018Revenue 2019: $126,455Expenses 2019: $188,387Net Income 2019: -$61,9322019Revenue 2020: $112,166Expenses 2020: $190,735Net Income 2020: -$78,5692020Revenue 2021: $470,730Expenses 2021: $199,158Net Income 2021: $271,5722021Revenue 2022: $179,404Expenses 2022: $249,623Net Income 2022: -$70,2192022Revenue 2023: $336,694Expenses 2023: $235,795Net Income 2023: $100,8992023Revenue 2024: $273,478Expenses 2024: $242,678Net Income 2024: $30,8002024

Highlighted filing

2018

Revenue$243,130
Expenses$185,147
Net Income$57,983
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES M OWENPresident, T-$0--
ANDREA O BEYERVice Preside-$0--
BRENT R ALSMANAssistant Tr-$0--
ANASTASIA M ALSMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Owen Foundation
EIN
37-1335069
Phone
3098261141
Address
19 STONEBROOK COURT, BLOOMINGTON, IL 61704

Signing Officer

Name
Frances M Owen
Title
President, Treasurer
Phone
3098261141
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Dunbar Breitweiser & Company Llp
Address
202 N CENTER ST FL 2, BLOOMINGTON, IL 61701
Preparer
Bruce G Holtz
Phone
3098270348
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0243130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0243130
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt414372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5103753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt662378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt451335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt451335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5155088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt669414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0185284
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0842
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt057983
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02523851
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02465868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02523851
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0175595
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0175595
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0175595
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0177925
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02330
IRS990PF/DistributableAmountGrp/TotalTaxAmt02330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02680
IRS990PF/FMVAssetsEOYAmt03378885
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07636
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt023156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt023154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt080004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0420000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0419274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0417503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0419762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01263771
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01397761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01361967
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01373720
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02523851
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0562064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0298966
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0298966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02523851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03378885
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02523851
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02465868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02523851
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03612692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0563744
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03048123
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054190
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0825
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0177925
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03558502
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03612692
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
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/PersonNm0FRANCES M OWEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREA O BEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRENT R ALSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANASTASIA M ALSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASSISTANT TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt319 STONEBROOK CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLOOMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd061704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd161704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd261704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd361704
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0167228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0169558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0156202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0163155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0164872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0152249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0138619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03558502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03478774

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,523,851
Liabilities
$0
Net assets
$2,523,851
Revenue
$243,130
Expenses
$185,147
Net income
$57,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.27$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.34$0.24$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.47$0.20$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.11$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.14$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.23$0.17$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.49$0.18$0.32
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.21
2010Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.12