Civic Intelligence

James G Lindell Irrv Charitable Trust

990PF • Fiscal year 2014 • EIN 41-6347184

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 03, 2015

Organization Profile
P O Box 64713 Trust Tax Services55164-0713

(651) 466-8040

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$6,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$460,221

Up $634 (+0.1%) from 2013

Net Assets

$460,221

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin48th percentile

Revenue

Up

$38,090

Up $12,116 (+47%) from 2013

Expenses

Up

$37,453

Up $1,892 (+5.3%) from 2013

Net Income

Up

$637

Up $10,224 (+107%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $472,503Liabilities 2011: $0Net Assets 2011: $472,5032011Assets 2012: $469,180Liabilities 2012: $0Net Assets 2012: $469,1802012Assets 2013: $459,587Liabilities 2013: $02013Assets 2014: $460,221Liabilities 2014: $0Net Assets 2014: $460,2212014Assets 2015: $450,201Liabilities 2015: $02015Assets 2017: $428,213Liabilities 2017: $0Net Assets 2017: $428,2132017Assets 2018: $449,413Liabilities 2018: $0Net Assets 2018: $449,4132018Assets 2019: $437,298Liabilities 2019: $0Net Assets 2019: $437,2982019Assets 2020: $421,721Liabilities 2020: $0Net Assets 2020: $421,7212020Assets 2021: $402,993Liabilities 2021: $0Net Assets 2021: $402,9932021Assets 2022: $390,678Liabilities 2022: $0Net Assets 2022: $390,6782022Assets 2023: $380,048Liabilities 2023: $0Net Assets 2023: $380,0482023Assets 2024: $479,220Liabilities 2024: $0Net Assets 2024: $479,2202024

Highlighted filing

2014

Assets$460,221
Liabilities$0
Net Assets$460,221
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $35,4982011Expenses 2012: $40,3642012Revenue 2013: $25,974Expenses 2013: $35,561Net Income 2013: -$9,5872013Revenue 2014: $38,090Expenses 2014: $37,453Net Income 2014: $6372014Revenue 2015: $28,009Expenses 2015: $38,027Net Income 2015: -$10,0182015Revenue 2017: $20,967Expenses 2017: $35,492Net Income 2017: -$14,5252017Revenue 2018: $55,833Expenses 2018: $34,631Net Income 2018: $21,2022018Revenue 2019: $23,810Expenses 2019: $35,126Net Income 2019: -$11,3162019Revenue 2020: $20,741Expenses 2020: $36,318Net Income 2020: -$15,5772020Revenue 2021: $15,171Expenses 2021: $34,108Net Income 2021: -$18,9372021Revenue 2022: $27,591Expenses 2022: $39,906Net Income 2022: -$12,3152022Revenue 2023: $24,728Expenses 2023: $35,357Net Income 2023: -$10,6292023Revenue 2024: $134,931Expenses 2024: $35,757Net Income 2024: $99,1742024

Highlighted filing

2014

Revenue$38,090
Expenses$37,453
Net Income$637
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp. Trustee-$6,000-$6,000
MARTY LINDELLCo-Trustee-$0--
MR JAMES G LINDELL JRCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
41-6347184
Phone
6514668040

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
6514668040
Signed
2015-03-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt910081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050. BEST BUY INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100. FREEPORT MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2446.828 NUVEEN STRATEGIC INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375. RIO TINTO PLC SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425. TARGET CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300. XEROX CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6915.751 TURNER SPECTRUM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71936.108 INV BALANCE RISK COMM STR Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81172.137 E I I INTL PPTY I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014481
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0637
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0460224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0459587
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0460221
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029273
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029273
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029273
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029930
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0657
IRS990PF/DistributableAmountGrp/TotalTaxAmt0657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0123
IRS990PF/FMVAssetsEOYAmt0617639
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0375000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0375000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0154145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0155132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0209353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0289488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0293149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0396346
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt084587
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt085221
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015954
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011940
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0459587
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0460221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0617639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0459587
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0460221
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0459587
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0460221
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0607718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0593643
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09116
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0598602
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0607718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTY LINDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR JAMES G LINDELL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CORP. TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10101 E FIFTH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11699 LAKE VIEW ECHO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12162 ARABELLA COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0ST PAUL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WOODBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode055101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1551299226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode227518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt035820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt029682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt053942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.063335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.011488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0598602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0553418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0553418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0576687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0542672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0460689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.299202
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032225

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Filings

Displayed year

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

Open filing
Assets
$460,221
Liabilities
$0
Net assets
$460,221
Revenue
$38,090
Expenses
$37,453
Net income
$637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.35$0.36$0.99
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.25$0.35$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.28$0.40$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.15$0.34$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.21$0.36$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.24$0.35$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.56$0.35$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.21$0.35$0.15
2015Summary only. Only limited summary data is available for this year.$4.50$0.00$0.28$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.38$0.37$0.01
2013Summary only. Only limited summary data is available for this year.$4.60$0.00$0.26$0.36$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.40
2011Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.35