Civic Intelligence

Montgomery Isabel Testamentary Tru 03727360

990PF • Fiscal year 2017 • EIN 42-6504685

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 24, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(319) 356-9147

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,230

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$311,228

Down $3,521 (-1.1%) from 2016

Net Assets

Down

$311,228

Down $3,521 (-1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Up

$17,725

Up $8,144 (+85%) from 2016

Expenses

Down

$21,105

Down $732 (-3.4%) from 2016

Net Income

Up

-$3,380

Up $8,876 (+72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $328,367Liabilities 2010: $0Net Assets 2010: $328,3672010Assets 2011: $332,579Liabilities 2011: $0Net Assets 2011: $332,5792011Assets 2012: $323,152Liabilities 2012: $0Net Assets 2012: $323,1522012Assets 2013: $342,802Liabilities 2013: $0Net Assets 2013: $342,8022013Assets 2014: $342,693Liabilities 2014: $0Net Assets 2014: $342,6932014Assets 2015: $336,095Liabilities 2015: $0Net Assets 2015: $336,0952015Assets 2016: $314,749Liabilities 2016: $0Net Assets 2016: $314,7492016Assets 2017: $311,228Liabilities 2017: $0Net Assets 2017: $311,2282017Assets 2018: $307,892Liabilities 2018: $0Net Assets 2018: $307,8922018Assets 2019: $296,233Liabilities 2019: $0Net Assets 2019: $296,2332019Assets 2020: $290,503Liabilities 2020: $0Net Assets 2020: $290,5032020Assets 2021: $341,995Liabilities 2021: $0Net Assets 2021: $341,9952021Assets 2022: $315,399Liabilities 2022: $0Net Assets 2022: $315,3992022Assets 2023: $298,279Liabilities 2023: $0Net Assets 2023: $298,2792023Assets 2024: $289,681Liabilities 2024: $0Net Assets 2024: $289,6812024

Highlighted filing

2017

Assets$311,228
Liabilities$0
Net Assets$311,228
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KExpenses 2010: $19,2062010Expenses 2011: $21,5462011Expenses 2012: $22,4542012Revenue 2013: $42,433Expenses 2013: $22,783Net Income 2013: $19,6502013Revenue 2014: $24,091Expenses 2014: $24,192Net Income 2014: -$1012014Revenue 2015: $7,010Expenses 2015: $22,977Net Income 2015: -$15,9672015Revenue 2016: $9,581Expenses 2016: $21,837Net Income 2016: -$12,2562016Revenue 2017: $17,725Expenses 2017: $21,105Net Income 2017: -$3,3802017Revenue 2018: $18,509Expenses 2018: $21,824Net Income 2018: -$3,3152018Revenue 2019: $9,215Expenses 2019: $20,674Net Income 2019: -$11,4592019Revenue 2020: $15,099Expenses 2020: $20,824Net Income 2020: -$5,7252020Revenue 2021: $73,573Expenses 2021: $22,078Net Income 2021: $51,4952021Revenue 2022: -$3,308Expenses 2022: $23,287Net Income 2022: -$26,5952022Revenue 2023: $2,834Expenses 2023: $19,950Net Income 2023: -$17,1162023Revenue 2024: $11,175Expenses 2024: $19,772Net Income 2024: -$8,5972024

Highlighted filing

2017

Revenue$17,725
Expenses$21,105
Net Income-$3,380
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 24, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrusteeFT$5,230-$5,230
Filing and Contact Details

Filer

Filer Name
Montgomery Isabel Testamentary Tru
EIN
42-6504685
Phone
3193569147
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
3193569147
Signed
2018-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 520 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/GainsMinusExcessOrLossesAmt14334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1633767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc023.446 FIDELITY INVT TR AD INTL DISCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1382.798 FIDELITY INVT TR AD INTL DISCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2271.632 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31099.406 T ROWE PRICE INTL GRINC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150.376 BLACK ROCK INTERNAYIONAL INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc536.461 CAUSEWAY EMERGING MARKETS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6358.782 CAUSEWAY EMERGING MARKETS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7496.032 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8482.16 FIDELITY INTERMEDIATE MUNI INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc962.389 GOLDMAN SACHS COMM STRAT INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10178.154 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11809.13 GOLDMAN SACHS COMM STRAT INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12316.349 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1369.73 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14153.918 BLACK ROCK INTERNAYIONAL INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151219.661 NUVEEN INTER DUR MUNI BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163670.282 NUVEEN INTER DUR MUNI BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17599.46 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010121
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3380
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0141
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0311369
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0314749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0311228
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016585
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016585
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016585
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016768
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0183
IRS990PF/DistributableAmountGrp/TotalTaxAmt0183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012
IRS990PF/FMVAssetsEOYAmt0351511
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0314749
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0157
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0357
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0150688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0151844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0146219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0185115
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0407
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0467
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0467
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0304447
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04976
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05207
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09738
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08521
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0314749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0351511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0314749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0314749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0311228
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0340457
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0335399
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05107
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016768
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0335350
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0340457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IOWA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0335350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0325798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0344976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0367236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0365090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0354327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250915
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016292
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016292
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016292
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0204 E WASHINGTON ST

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,228
Liabilities
$0
Net assets
$311,228
Revenue
$17,725
Expenses
$21,105
Net income
-$3,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.11$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.03$0.20$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.03$0.23$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.74$0.22$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15$0.21$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.09$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.19$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.18$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.10$0.22$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.07$0.23$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.24$0.24$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.42$0.23$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19