Civic Intelligence

Richard U Light Foundation

990 • Fiscal year 2021 • EIN 38-2456949

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 01, 2022

Organization ProfileN/A
350 East Michigan Ave Ste 500Kalamazoo, MI 49007

(269) 381-0266

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

3rd percentile

0.00x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

6th percentile

$9,719

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

78th percentile

26%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

806%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$85,884,105

Up $17,645,068 (+26%) from 2020

Net Assets

Up

$85,884,105

Up $17,645,068 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Up

$12,217,550

Up $10,868,655 (+806%) from 2020

Expenses

Up

$1,162,813

Up $141,621 (+14%) from 2020

Net Income

Up

$11,054,737

Up $10,727,034 (+3273%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$100M$50M$0Assets 2010: $65,510,635Liabilities 2010: $0Net Assets 2010: $65,510,6352010Assets 2011: $67,008,411Liabilities 2011: $0Net Assets 2011: $67,008,4112011Assets 2012: $73,444,237Liabilities 2012: $0Net Assets 2012: $73,444,2372012Assets 2013: $44,540,682Liabilities 2013: $0Net Assets 2013: $44,540,6822013Assets 2014: $46,090,636Liabilities 2014: $0Net Assets 2014: $46,090,6362014Assets 2015: $47,630,847Liabilities 2015: $0Net Assets 2015: $47,630,8472015Assets 2016: $46,171,027Liabilities 2016: $0Net Assets 2016: $46,171,0272016Assets 2017: $49,328,965Liabilities 2017: $0Net Assets 2017: $49,328,9652017Assets 2018: $55,560,805Liabilities 2018: $0Net Assets 2018: $55,560,8052018Assets 2019: $61,876,438Liabilities 2019: $0Net Assets 2019: $61,876,4382019Assets 2020: $68,239,037Liabilities 2020: $0Net Assets 2020: $68,239,0372020Assets 2021: $85,884,105Liabilities 2021: $0Net Assets 2021: $85,884,1052021Assets 2022: $629,730Liabilities 2022: $0Net Assets 2022: $629,7302022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$85,884,105
Liabilities$0
Net Assets$85,884,105
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$100M$50M$0-$50MExpenses 2010: $3,136,5582010Expenses 2011: $3,014,5792011Expenses 2012: $3,092,4422012Revenue 2013: $3,890,460Expenses 2013: $46,170,676Net Income 2013: -$42,280,2162013Revenue 2014: $3,360,313Expenses 2014: $1,032,274Net Income 2014: $2,328,0392014Revenue 2015: $3,932,043Expenses 2015: $1,630,858Net Income 2015: $2,301,1852015Revenue 2016: $3,472,594Expenses 2016: $1,838,105Net Income 2016: $1,634,4892016Revenue 2017: $264,362Expenses 2017: $1,941,970Net Income 2017: -$1,677,6082017Revenue 2018: $3,947,262Expenses 2018: $2,132,735Net Income 2018: $1,814,5272018Revenue 2019: $5,769,119Expenses 2019: $2,115,168Net Income 2019: $3,653,9512019Revenue 2020: $1,348,895Expenses 2020: $1,021,192Net Income 2020: $327,7032020Revenue 2021: $12,217,550Expenses 2021: $1,162,813Net Income 2021: $11,054,7372021Revenue 2022: $25,417,215Expenses 2022: $73,691,709Net Income 2022: -$48,274,4942022Revenue 2023: $18,781Expenses 2023: $648,511Net Income 2023: -$629,7302023

Highlighted filing

2021

Revenue$12,217,550
Expenses$1,162,813
Net Income$11,054,737
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 1, 2022
Return Version
2020v4.2
Gross Receipts
$17,158,101
Mission and Program Overview

Mission

To promote the education of young men and young women and provide financial assistance to enable needy individuals to secure an education.

To promote the education of young men and women and provide financial assistance to enable needy individuals to secure an education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,323,176$56,265,994▲ $6,942,818
Savings and Temporary Cash Investments$1,425,983$15,505,943▲ $14,079,960
Investments Other Securities$17,489,878$14,112,168▼ $3,377,710
Total Assets$68,239,037$85,884,105▲ $17,645,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$68,239,037$85,884,105▲ $17,645,068
Total Net Assets Fund Balance$68,239,037$85,884,105▲ $17,645,068
Total Liabilities and Net Assets / Fund Balance$68,239,037$85,884,105▲ $17,645,068

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,112,168--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$68,239,037-▲ $18,807,881$23,545$85,884,105
2020$61,876,438-▲ $7,383,791$21,700$68,239,037
2019$55,560,805-▲ $8,430,781$21,700$61,876,438
2018$49,328,965-▲ $8,364,575$24,859$55,560,805
2017$46,171,027-▲ $5,099,908$24,512$49,328,965
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleBaseTotal
Barbara J ParishVP/treasurer$9,719$9,719
Stephen M DenenfeldSecretary$5,315$5,315

Board Members and Trustees

NameTitle
Timothy LightPresident

Highest Paid Contractors

ContractorServicesLocationCompensation
William Blair & Company LLCInvestment Managemen222 WEST ADAMS STREET, Chicago, IL 60606$264,808
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,217,550
Other Revenue
$0
Change in Net Assets
$11,054,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$807,210
Other Expenses$340,569
Salaries, Compensation, and Employee Benefits$15,034
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$807,210--$807,210
Fees for Service Investment Mgmnt Fees-$264,808-$264,808
Fees for Services Other$23,545$23,545-$47,090
Other Expenses-$19,271-$19,271
Current Officers, Directors, Trustees, and Key Employees$10,524$4,510-$15,034
Fees for Services Accounting-$9,400-$9,400
Total Functional Expenses$841,279$321,534$0$1,162,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale UniversityNew Haven, CT501(c)3Program Support of the Richard U. Light Fellowship Program at Yale University. the Program Provides Assistance to Yale Undergraduate, Graduate, and Professional School Students Pursuing Intensive Language Study in East Asia.$807,210
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of trustees reviews the form 990 in draft form prior to it being finalized and filed.”

Form 990, Part VI, Section B, Line 15

“The compensation of trustees and officers shall be an annual stipend of two thousand dollars plus an hourly rate as the board of trustees determine to be the average hourly rate for professional services in the area of kalamazoo, michigan, as determined by the board of trustees on or about the date of the annual meeting of the board of trustees every three calendar years beginning january 1, 2007.”

Form 990, Part VI, Section C, Line 19

“All are available upon request.”

Filing and Contact Details

Filer

Filer Name
Richard U Light Foundation
EIN
38-2456949
Phone
2693810266
Address
350 EAST MICHIGAN AVE STE 500, KALAMAZOO, MI 49007

Signing Officer

Name
Barbara J Parish
Title
Vice President/treasurer
Phone
2693810266
Signed
2022-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara J Parish
Formed
1982
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Dori J Eggett
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change in process since prior year.”

Raw XML AppendixShowing 400 of 454 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE EDUCATION OF YOUNG MEN AND WOMEN AND PROVIDE FINANCIAL ASSISTANCE TO ENABLE NEEDY INDIVIDUALS TO SECURE AN EDUCATION.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BARBARA J PARISH
IRS990/BooksInCareOfDetail/PhoneNum02693810266
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 EAST MICHIGAN AVE STE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049007
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04510
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt010524
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015034
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0264808
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0222 WEST ADAMS STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060606
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WILLIAM BLAIR & COMPANY LLC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMEN
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0807210
IRS990/CYInvestmentIncomeAmt012217550
IRS990/CYOtherExpensesAmt0340569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011054737
IRS990/CYSalariesCompEmpBnftPaidAmt015034
IRS990/CYTotalExpensesAmt01162813
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012217550
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0YALE UNIVERSITY - TO SUPPORT FOREIGN STUDY FELLOWSHIPS FOR STUDENTS LEARNING THE CHINESE, JAPANESE OR KOREAN LANGUAGES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt068239037
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt085884105
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0841279
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09400
IRS990/FeesForServicesAccountingGrp/TotalAmt09400
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023545
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023545
IRS990/FeesForServicesOtherGrp/TotalAmt047090
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0264808
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0264808
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA J PARISH
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN M DENENFELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09719
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt011395165
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0807210
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0807210
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0807210
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016335716
IRS990/GrossReceiptsAmt017158101
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0822385
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0822385
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017489878
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014112168
IRS990/InvestmentsPubTradedSecGrp/BOYAmt049323176
IRS990/InvestmentsPubTradedSecGrp/EOYAmt056265994
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04940551
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE EDUCATION OF YOUNG MEN AND WOMEN AND PROVIDE FINANCIAL ASSISTANCE TO ENABLE NEEDY INDIVIDUALS TO SECURE AN EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt068239037
IRS990/NetAssetsOrFundBalancesEOYAmt085884105
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011395165
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011395165
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06590331
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019271
IRS990/OtherExpensesGrp/TotalAmt019271
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA J PARISH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0692781
IRS990/PYInvestmentIncomeAmt01348895
IRS990/PYOtherExpensesAmt0252988
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0327703
IRS990/PYSalariesCompEmpBnftPaidAmt075423
IRS990/PYTotalExpensesAmt01021192
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01348895
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011054737
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01425983
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015505943
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0822384
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0990523
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0822384
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0990523
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0277025
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0247905
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0545359
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0742618
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0742618
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02208268
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02208268
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0631225
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt02208268
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt0807210
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02208268
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0807210
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt02208268
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt0289009
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt01096219
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0807210
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02208268
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt036.550000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0807210
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0807210
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION HAS A "CLOSE AND CONTINUOUS WORKING RELATIONSHIP" WITH THE SUPPORTED ORGANIZATION, NAMELY YALE UNIVERSITY. SPECIFICALLY, FOUNDATION TRUSTEES MEET WITH REPRESENTATIVES FROM YALE UNIVERSITY AT LEAST ANNUALLY, AND OVER THE COURSE OF EACH YEAR, ROUTINELY COMMUNICATE BY EMAIL AND BY TELEPHONE. THESE MEETINGS AND COMMUNICATIONS CONCERN THE USE OF FUNDS DISTRIBUTED FROM THE FOUNDATION TO YALE UNIVERSITY, AND SPECIFICALLY HOW THOSE FUNDS ARE ALLOCATED FOR PURPOSES OF THE LIGHT FELLOWSHIP PROGRAM. THE FOUNDATION TRUSTEES ANNUALLY RECEIVE DETAILED INFORMATION REGARDING THE IDENTITY, ACCOMPLISHMENTS AND GOALS OF THE STUDENTS NAMED AS LIGHT FELLOWS, RECEIVE INFORMATION ABOUT THE COURSE OF STUDY OF THOSE STUDENTS, AS WELL AS FINANCIAL INFORMATION REGARDING THE ADMINISTRATION OF THE LIGHT FELLOWSHIP PROGRAM. THE LEVEL OF COMMUNICATION, THE DETAIL OF THE INFORMATION PROVIDED, AND THE FACT THAT THIS PROGRAM HAS BEEN ONGOING SINCE 1996, ALL CLEARLY ILLUSTRATE THE CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE FOUNDATION AND YALE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1BY REASON OF THE CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE FOUNDATION AND YALE UNIVERSITY, YALE UNIVERSITY HAS A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE FOUNDATION'S INCOME AND ASSETS. BECAUSE YALE UNIVERSITY IS THE SOLE SUPPORTED ORGANIZATION FOR THE FOUNDATION, IT MUST WORK CLOSELY WITH YALE UNIVERSITY TO MEET DISTRIBUTION GOALS, AND ACCORDINGLY, MUST INVEST IN ORDER TO ATTAIN THOSE GOALS, IN A MANNER THAT WILL ENABLE YALE UNIVERSITY TO PROPERLY ADMINISTER THE LIGHT FELLOWSHIP PROGRAM. BECAUSE OF THIS LEVEL OF INTERACTION, COMMUNICATION AND COLLABORATION, YALE UNIVERSITY EFFECTIVELY HAS A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENTS. MOREOVER, BECAUSE THE FOUNDATION AND YALE UNIVERSITY WORK CLOSELY IN DEVELOPING PROGRAMMING FOR THE LIGHT FELLOWSHIP PROGRAM, YALE UNIVERSITY EFFECTIVELY HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE FOUNDATION'S INCOME AND ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV - SECTION D - QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV - SECTION D - QUESTION 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt077388963
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt064054179
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt03559806
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01153390
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt073829157
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt062900789
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01160834
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0960813
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt076228129
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt063093366
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02667985
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02208268
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt077388963
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt064054179
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02667985
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02208268
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0807210
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YALE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0807210
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0332058
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt068239037
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt085884105
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0807210
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018807881
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt023545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0306711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt061876438
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt068239037
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0692781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07383791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt021700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0291511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt055560805
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt061876438
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01801937
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08430781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt021700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0303075
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt049328965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt055560805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01804801
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08364575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt024859
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0230831
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt046171027
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt049328965
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01686627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05099908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt024512
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014112168
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WILLIAM BLAIR BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.19707
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.80293
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014112168
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0807210
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT OF THE RICHARD U. LIGHT FELLOWSHIP PROGRAM AT YALE UNIVERSITY. THE PROGRAM PROVIDES ASSISTANCE TO YALE UNDERGRADUATE, GRADUATE, AND PROFESSIONAL SCHOOL STUDENTS PURSUING INTENSIVE LANGUAGE STUDY IN EAST ASIA.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YALE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0060646973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0149 ELM STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0065200000
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS THE FORM 990 IN DRAFT FORM PRIOR TO IT BEING FINALIZED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION OF TRUSTEES AND OFFICERS SHALL BE AN ANNUAL STIPEND OF TWO THOUSAND DOLLARS PLUS AN HOURLY RATE AS THE BOARD OF TRUSTEES DETERMINE TO BE THE AVERAGE HOURLY RATE FOR PROFESSIONAL SERVICES IN THE AREA OF KALAMAZOO, MICHIGAN, AS DETERMINED BY THE BOARD OF TRUSTEES ON OR ABOUT THE DATE OF THE ANNUAL MEETING OF THE BOARD OF TRUSTEES EVERY THREE CALENDAR YEARS BEGINNING JANUARY 1, 2007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAS BEEN NO CHANGE IN PROCESS SINCE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt068239037
IRS990/TotalAssetsEOYAmt085884105
IRS990/TotalAssetsGrp/BOYAmt068239037
IRS990/TotalAssetsGrp/EOYAmt085884105
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0321534
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0841279
IRS990/TotalFunctionalExpensesGrp/TotalAmt01162813
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068239037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt085884105
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0841279

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,884,105
Liabilities
$0
Net assets
$85,884,105
Revenue
$12,217,550
Expenses
$1,162,813
Net income
$11,054,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.65$0.63
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$25.4$73.7$48.3
2021Detailed filing. Detailed filing data is available for this year.$85.9$0.00$85.9$12.2$1.16$11.1
2020Detailed filing. Detailed filing data is available for this year.$68.2$0.00$68.2$1.35$1.02$0.33
2019Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$5.77$2.12$3.65
2018Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$3.95$2.13$1.81
2017Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$0.26$1.94$1.68
2016Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$3.47$1.84$1.63
2015Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$3.93$1.63$2.30
2014Summary only. Only limited summary data is available for this year.$46.1$0.00$46.1$3.36$1.03$2.33
2013Summary only. Only limited summary data is available for this year.$44.5$0.00$44.5$3.89$46.2$42.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.4$0.00$73.4$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$0.00$67.0$3.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.5$0.00$65.5$3.14