Civic Intelligence

Kohl Family Foundation

990PF • Fiscal year 2015 • EIN 39-1911092

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization Profile
PO Box 354Elkhart Lake, WI 53020

(920) 876-3611

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.56x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

75th percentile

9.0%

Faster asset growth than 75% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,517,149

Up $125,858 (+9.0%) from 2014

Net Assets

Up

$1,438,149

Up $46,858 (+3.4%) from 2014

Liabilities

Up

$79,000

Up $78,999 (+7899900%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin84th percentile

Revenue

Up

$141,539

Up $20,968 (+17%) from 2014

Expenses

Up

$95,093

Up $4,679 (+5.2%) from 2014

Net Income

Up

$46,446

Up $16,289 (+54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,385,897Liabilities 2011: $0Net Assets 2011: $1,385,8972011Assets 2012: $1,394,385Liabilities 2012: $0Net Assets 2012: $1,394,3852012Assets 2013: $1,361,134Liabilities 2013: $1Net Assets 2013: $1,361,1342013Assets 2014: $1,391,291Liabilities 2014: $1Net Assets 2014: $1,391,2912014Assets 2015: $1,517,149Liabilities 2015: $79,000Net Assets 2015: $1,438,1492015Assets 2016: $1,388,281Liabilities 2016: $0Net Assets 2016: $1,388,2812016Assets 2017: $1,409,356Liabilities 2017: $0Net Assets 2017: $1,409,3562017Assets 2018: $1,469,675Liabilities 2018: $80,000Net Assets 2018: $1,389,6752018Assets 2019: $1,395,735Liabilities 2019: $1Net Assets 2019: $1,395,7352019Assets 2020: $1,366,611Liabilities 2020: $1Net Assets 2020: $1,366,6112020Assets 2021: $1,504,724Liabilities 2021: $80,000Net Assets 2021: $1,424,7242021Assets 2022: $1,404,882Liabilities 2022: $85,000Net Assets 2022: $1,319,8822022Assets 2023: $1,288,340Liabilities 2023: $1Net Assets 2023: $1,288,3402023Assets 2024: $1,322,399Liabilities 2024: $0Net Assets 2024: $1,322,3992024

Highlighted filing

2015

Assets$1,517,149
Liabilities$79,000
Net Assets$1,438,149
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $102,1902011Expenses 2012: $96,7032012Revenue 2013: $55,248Expenses 2013: $88,499Net Income 2013: -$33,2512013Revenue 2014: $120,571Expenses 2014: $90,414Net Income 2014: $30,1572014Revenue 2015: $141,539Expenses 2015: $95,093Net Income 2015: $46,4462015Revenue 2016: $33,955Expenses 2016: $83,823Net Income 2016: -$49,8682016Revenue 2017: $112,206Expenses 2017: $92,131Net Income 2017: $20,0752017Revenue 2018: $76,825Expenses 2018: $96,506Net Income 2018: -$19,6812018Revenue 2019: $103,153Expenses 2019: $97,442Net Income 2019: $5,7112019Revenue 2020: $62,066Expenses 2020: $91,721Net Income 2020: -$29,6552020Revenue 2021: $161,392Expenses 2021: $104,299Net Income 2021: $57,0932021Revenue 2022: $11,671Expenses 2022: $113,957Net Income 2022: -$102,2862022Revenue 2023: $70,273Expenses 2023: $104,772Net Income 2023: -$34,4992023Revenue 2024: $131,869Expenses 2024: $98,072Net Income 2024: $33,7972024

Highlighted filing

2015

Revenue$141,539
Expenses$95,093
Net Income$46,446
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA CRAUSWELLTrustee-$0--
KATHLEEN GARNERTrustee-$0--
TODD WEIMERTrustee-$0--
GARRY MATZTrustee-$0--
LARRY SILTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kohl Family Foundation
EIN
39-1911092
Phone
9208763611
Address
PO BOX 354, ELKHART LAKE, WI 53020

Signing Officer

Name
Garry L Matz
Title
Trustee
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Augustine and Associates LLC
Address
1337 N TAYLOR DR, SHEBOYGAN, WI 53081
Preparer
Kent J Augustine
Phone
9204526272
Raw XML AppendixShowing 400 of 731 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt423406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt738395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt852312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt994375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1048899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1122847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1244984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1348225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1458071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt79593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1013935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt149985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt79593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt814199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1013935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt149985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt747988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt866511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9103183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1062834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1131581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1251098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1354611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1468056
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG YACKTMAN FOCUSED FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAMBIAR SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COLUMBIA DIV INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JANUS INTECH US CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LAUDUS US LARGE CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCOUT MID CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6T ROWE PRICE GLBL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AMG YACKTMAN FOCUSED FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMG YACKTMAN FOCUSED FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAMBIAR SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COLUMBIA DIV INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11JANUS INTECH US CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LAUDUS US LARGE CAP GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SCOUT MID CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14T ROWE PRICE GLBL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111171
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04458
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt046446
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01438149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01391291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01438149
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065906
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065906
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065906
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt067128
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01222
IRS990PF/DistributableAmountGrp/TotalTaxAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02200
IRS990PF/FMVAssetsEOYAmt01558507
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01391291
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01438149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0417098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0616667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0588860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0893840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0428582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0493963
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0385789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0371954
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt079000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016813
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01391291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01517149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01558507
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt079000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01391291
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01517149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01391291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01438149
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt086917
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01363013
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01349078
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020445
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt067128
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01342568
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01363013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,517,149
Liabilities
$79,000
Net assets
$1,438,149
Revenue
$141,539
Expenses
$95,093
Net income
$46,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.32$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.08$1.42$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.08$1.39$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$0.14$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10