Civic Intelligence

Edward J Sackerson Charitable Foundation

990PF • Fiscal year 2014 • EIN 38-3351811

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
PO Box 716Escanaba, MI 49829

(906) 786-0220

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,073,953

Up $16,740 (+0.4%) from 2013

Net Assets

Up

$4,073,953

Up $16,740 (+0.4%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin56th percentile

Revenue

Up

$272,918

Up $89,095 (+48%) from 2013

Expenses

Up

$256,178

Up $15,297 (+6.4%) from 2013

Net Income

Up

$16,740

Up $73,798 (+129%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,257,143Liabilities 2010: $0Net Assets 2010: $4,257,1432010Assets 2011: $4,133,861Liabilities 2011: $0Net Assets 2011: $4,133,8612011Assets 2012: $4,114,271Liabilities 2012: $0Net Assets 2012: $4,114,2712012Assets 2013: $4,057,213Liabilities 2013: $1Net Assets 2013: $4,057,2132013Assets 2014: $4,073,953Liabilities 2014: $1Net Assets 2014: $4,073,9532014Assets 2015: $4,015,803Liabilities 2015: $1Net Assets 2015: $4,015,8032015Assets 2016: $3,999,357Liabilities 2016: $0Net Assets 2016: $3,999,3572016Assets 2017: $4,127,068Liabilities 2017: $0Net Assets 2017: $4,127,0682017Assets 2018: $4,093,828Liabilities 2018: $0Net Assets 2018: $4,093,8282018Assets 2019: $4,068,370Liabilities 2019: $1Net Assets 2019: $4,068,3702019Assets 2020: $4,162,431Liabilities 2020: $1Net Assets 2020: $4,162,4312020Assets 2021: $11,957,177Liabilities 2021: $1Net Assets 2021: $11,957,1772021Assets 2022: $11,371,617Liabilities 2022: $1Net Assets 2022: $11,371,6172022Assets 2023: $11,086,026Liabilities 2023: $1Net Assets 2023: $11,086,0262023Assets 2024: $11,097,431Liabilities 2024: $0Net Assets 2024: $11,097,4312024

Highlighted filing

2014

Assets$4,073,953
Liabilities$1
Net Assets$4,073,953
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $253,2982010Expenses 2011: $241,8482011Expenses 2012: $245,4592012Revenue 2013: $183,823Expenses 2013: $240,881Net Income 2013: -$57,0582013Revenue 2014: $272,918Expenses 2014: $256,178Net Income 2014: $16,7402014Revenue 2015: $211,652Expenses 2015: $269,802Net Income 2015: -$58,1502015Revenue 2016: $245,607Expenses 2016: $262,053Net Income 2016: -$16,4462016Revenue 2017: $377,465Expenses 2017: $249,754Net Income 2017: $127,7112017Revenue 2018: $230,766Expenses 2018: $264,006Net Income 2018: -$33,2402018Revenue 2019: $241,388Expenses 2019: $266,846Net Income 2019: -$25,4582019Revenue 2020: $356,169Expenses 2020: $262,108Net Income 2020: $94,0612020Revenue 2021: $8,071,195Expenses 2021: $271,999Net Income 2021: $7,799,1962021Revenue 2022: $126,783Expenses 2022: $724,023Net Income 2022: -$597,2402022Revenue 2023: $330,772Expenses 2023: $604,583Net Income 2023: -$273,8112023Revenue 2024: $613,672Expenses 2024: $605,989Net Income 2024: $7,6832024

Highlighted filing

2014

Revenue$272,918
Expenses$256,178
Net Income$16,740
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SACKERSONTrusteePT$0--
PAUL KANGASTrusteePT$0--
MATT SMITH JRTrusteePT$0--
GARY OLSENTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY NAME SCHOOLEDUCATIONAL ASSISTNONEESCANABA, MI, US$125,519
Paid GrantST PATRICK CHURCHMAINTENANCENONEESCANABA, MI, US$9,129
Paid GrantCAA WALK FOR WARMTHCOMMUNITY PROJECTSNONEESCANABA, MI, US$7,500
Paid GrantSALVATION ARMYCOMMUNITY PROJECTSNONEESCANABA, MI, US$7,500
Paid GrantST VINCENT DEPAUL SOCCOMMUNITY PROJECTSNONEESCANABA, MI, US$7,500
Paid GrantDELTA COUNTY CANCER ALIANCOMMUNITY PROJECTSNONEESCANABA, MI, US$6,000
Paid GrantDEPARTMENT OF HUMAN SERVICOMMUNITY PROJECTSNONEESCANABA, MI, US$6,000
Paid GrantCFDC - UP STATE FAIRCOMMUNITY PROJECTSNONEESCANABA, MI, US$5,000
Paid GrantNATIONAL WILD TURKEY FEDERATIONCOMMUNITY PROJECTSNONEEDGEFIELD, SC, US$4,500
Paid GrantDELTA COUNTY ANIMAL COMPLEXCOMMUNITY PROJECTSNONEESCANABA, MI, US$4,000
Paid GrantLIONS CLUBCOMMUNITY PROJECTSNONEESCANABA, MI, US$3,287
Paid GrantSPECIAL OLYMPICSSUPPORT OF YOUTHNONENORWAY, MI, US$3,000
Paid GrantYOUTH ASSISTANT PROGRAMSUPPORT OF YOUTHNONEESCANABA, MI, US$3,000
Paid GrantCITY OF GLADSTONE YACHT CLUBCOMMUNITY PROJECTSNONEGLADSTONE, MI, US$2,500
Paid GrantELKS MAJOR PROJECTSSUPP OF YOUTH PROGNONEESCANABA, MI, US$2,282
Paid GrantRAPTOR REHABILITATIONSUPPORT WILDLIFENONEGLADSTONE, MI, US$2,000
Paid GrantESCANABA AREA HS-BASEBALL BOOSTERSUPPORT OF YOUTHNONEESCANABA, MI, US$2,000
Paid GrantGLADSTONE AREA HS-BASEBALL BOOSTERSUPPORT OF YOUTHNONEGLADSTONE, MI, US$2,000
Paid GrantBONIFAS FINE ARTS CENTERCOMMUNITY PROJECTSNONEESCANABA, MI, US$2,000
Paid GrantCFDC WELCOME NEWBORNSSUPPORT OF YOUTHNONEESCANABA, MI, US$2,000
Paid GrantCFDC FEED THE KIDSSUPPORT OF YOUTHNONEESCANABA, MI, US$2,000
Paid GrantTRI COUNTY SAFE HARBOR INCCOMMUNITY PROJECTSNONEESCANABA, MI, US$2,000
Paid GrantBAY CLIFF HEALTH CAMPSUPPORT OF YOUTHNONEBIG BAY, MI, US$1,500
Paid GrantGREAT LAKES SPORTS AND RECREATIONSUPPORT OF YOUTHNONEESCANABA, MI, US$1,500
Paid GrantWILDLIFE UNLIMITED DELTA COUNTYCOMMUNITY PROJECTSNONEESCANABA, MI, US$1,500
Paid GrantSADDCOMMUNITY PROJECTSNONEMARLBOROUGH, MA, US$1,000
Paid GrantAMERICAN LEGION ESKY CUBSSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantCAA FOSTER GRANDPARENTSSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantBLUE LINE CLUB - ESKYMO HOCKEYSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantISD - CLEAR LAKECOMMUNITY PROJECTSNONEESCANABA, MI, US$1,000
Paid GrantBAY DE NOC SCHOOLSSUPPORT OF YOUTHNONECOOKS, MI, US$1,000
Paid GrantDELTA COUNTY AMATEUR RADIOSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantESCANABA TOWNSHIPCOMMUNITY PROJECTSNONECORNELL, MI, US$1,000
Paid GrantESCANABA YOUTH WRESTLINGSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantTOYS FOR TOTSSUPPORT OF YOUTHNONEESCANABA, MI, US$1,000
Paid GrantUP YOUTH SHOTGUN SPORTS ORGSUPPORT OF YOUTHNONEGLADSTONE, MI, US$1,000
Paid GrantCFDC UP HONOR FLIGHTCOMMUNITY PROJECTSNONEESCANABA, MI, US$750
Paid GrantGIRL SCOUTS- NW GREAT LAKESSUPPORT OF YOUTHNONEAPPLETON, WI, US$750
Paid GrantOSF ST FRANCIS HOSPITALCOMMUNITY PROJECTSNONEESCANABA, MI, US$500
Filing and Contact Details

Filer

Filer Name
Edward J Sackerson Charitable Found
EIN
38-3351811
Phone
9067860220
Address
PO BOX 716, ESCANABA, MI 49829

Signing Officer

Name
Helen Sackerson
Title
Trustee
Phone
9067860220
Signed
2015-11-10

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML AppendixShowing 400 of 835 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt289740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3194626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt477336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5181002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6202688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt768247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8165065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt950252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10191770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1175088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1284000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13143198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1445024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1597550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0394789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1103706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2122793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3262384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4108626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5244418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6253990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7103156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8178017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt961373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10264474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11110588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12228150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13148768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1429163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15128715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN CAPITAL INCOME BUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EUROPACIFIC GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN FUNDS CAPITAL WORLD GWTH &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN GROWTH FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIDELITY CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIDELITY DEVERSIFIED INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ROYCE PREMIER FD-INV CLASS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10T ROWE PRICE MID CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11T ROWE PRICE OTC SMALL CAP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD WINDSOR II ADM 573
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02951
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02065054
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02460
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0148651
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04073953
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04779917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04057213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04073953
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04057213
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04073953
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04057213
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04073953
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0567675
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0600903
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09550
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04859767
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073040
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0239814
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04869317
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0HELEN SACKERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL KANGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MATT SMITH JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GARY OLSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0507 SO 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11511 7TH AVE SO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21401 14TH AVE SO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3509 SO 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ESCANABA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ESCANABA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ESCANABA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ESCANABA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349829
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0248697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0250434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0215963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0220915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0219067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0230547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0225360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04796277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04511426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04276569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04355032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04308459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04029896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0228217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259261
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0228217
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0228217
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0228217
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HELEN SACKERSON

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,073,953
Liabilities
$1
Net assets
$4,073,953
Revenue
$272,918
Expenses
$256,178
Net income
$16,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.13$0.72$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$8.07$0.27$7.80
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.36$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.25