Civic Intelligence

Suzanne Feld Zalk Charitable Trust

990PF • Fiscal year 2020 • EIN 43-1148369

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 03, 2020

Organization Profile
PO Box 413038Kansas City, MO 64141

(816) 751-4200

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$10,603

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

534%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,246,003

Up $256,065 (+26%) from 2019

Net Assets

Up

$1,246,003

Up $256,065 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$308,607

Up $259,893 (+534%) from 2019

Expenses

Up

$52,542

Up $22,564 (+75%) from 2019

Net Income

Up

$256,065

Up $237,329 (+1267%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $959,903Liabilities 2011: $02011Assets 2012: $930,739Liabilities 2012: $02012Assets 2013: $955,106Liabilities 2013: $02013Assets 2014: $996,477Liabilities 2014: $02014Assets 2015: $1,002,935Liabilities 2015: $02015Assets 2016: $965,599Liabilities 2016: $02016Assets 2019: $989,938Liabilities 2019: $0Net Assets 2019: $989,9382019Assets 2020: $1,246,003Liabilities 2020: $0Net Assets 2020: $1,246,0032020Assets 2021: $1,574,217Liabilities 2021: $0Net Assets 2021: $1,574,2172021Assets 2023: $1,164,784Liabilities 2023: $0Net Assets 2023: $1,164,7842023Assets 2024: $1,163,580Liabilities 2024: $0Net Assets 2024: $1,163,5802024Assets 2025: $1,145,483Liabilities 2025: $0Net Assets 2025: $1,145,4832025

Highlighted filing

2020

Assets$1,246,003
Liabilities$0
Net Assets$1,246,003
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $42,176Expenses 2011: $57,342Net Income 2011: -$15,1662011Revenue 2012: $70,892Expenses 2012: $99,800Net Income 2012: -$28,9082012Revenue 2013: $102,436Expenses 2013: $78,534Net Income 2013: $23,9022013Revenue 2014: $135,227Expenses 2014: $93,564Net Income 2014: $41,6632014Revenue 2015: $91,924Expenses 2015: $95,934Net Income 2015: -$4,0102015Revenue 2016: $48,741Expenses 2016: $85,919Net Income 2016: -$37,1782016Revenue 2019: $48,714Expenses 2019: $29,978Net Income 2019: $18,7362019Revenue 2020: $308,607Expenses 2020: $52,542Net Income 2020: $256,0652020Revenue 2021: $401,107Expenses 2021: $72,893Net Income 2021: $328,2142021Revenue 2023: $50,004Expenses 2023: $104,761Net Income 2023: -$54,7572023Revenue 2024: $66,300Expenses 2024: $67,966Net Income 2024: -$1,6662024Revenue 2025: $71,703Expenses 2025: $86,624Net Income 2025: -$14,9212025

Highlighted filing

2020

Revenue$308,607
Expenses$52,542
Net Income$256,065
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COUNTRY CLUB TRUSTTrustee-$10,603-$10,603
ANDREW S WOLFSONTrustee-$2,385-$2,385
ROBERT J MARGOLINTrustee-$2,385-$2,385
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPCST LOUIS, MO, US$5,000
Paid Grant-GENERAL SUPPORTPCST LOUIS, MO, US$5,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid Grant-GENERAL SUPPORTPCOKLAHOMA CITY, OK, US$5,000
Paid Grant-GENERAL SUPPORTPCST LOUIS, MO, US$5,000
Paid Grant-GENERAL SUPPORTPCST LOUIS, MO, US$5,000
Filing and Contact Details

Filer

Filer Name
Suzanne Feld Zalk Charitable Trust
EIN
43-1148369
Phone
8167514200
Address
PO BOX 413038, KANSAS CITY, MO 64141

Signing Officer

Name
Doug Hacker for Country Club Trust
Title
Trustee
Phone
8167514200
Signed
2020-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Shawn C Becker
Phone
3142903300
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0587
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0307562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0308607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0989634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0275031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0275031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01264665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PFIZER CELEBREX BEXTRA CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0277270
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0256065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01246003
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0989938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01246003
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059157
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059157
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059157
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt065110
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05953
IRS990PF/DistributableAmountGrp/TotalTaxAmt05953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01295197
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0989938
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01246003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0396382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0410168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0629539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0779135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0812062
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0989938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01246003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01295197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0989938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01246003
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0989938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01246003
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0205920
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt041958
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt044439
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01322021
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01298480
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019830
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt065110
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01302191
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01322021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW S WOLFSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT J MARGOLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2COUNTRY CLUB TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 413038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 413038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 413038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd064141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd164141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd264141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt061245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt064221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt070265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt070976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt070787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01302191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01291788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01344646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01257784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01222632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01311901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt041955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235162
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041955
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041955
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041955
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,246,003
Liabilities
$0
Net assets
$1,246,003
Revenue
$308,607
Expenses
$52,542
Net income
$256,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.40$0.07$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.31$0.05$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$0.97$0.00$0.05$0.09$0.04
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.09$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.14$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.10$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.04$0.06$0.02