Civic Intelligence

Millstone Foundation

990PF • Fiscal year 2019 • EIN 43-6027373

Jun 01, 2018 to May 31, 2019 • Filed on Dec 09, 2019

Organization Profile
7733 Forsyth Blvd No 1525St Louis, MO 63105

(314) 450-7803

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

9th percentile

-57%

Higher net margin than 9% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$60,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

15th percentile

-5.5%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-7.7%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$5,627,438

Down $324,890 (-5.5%) from 2018

Net Assets

Down

$5,624,773

Down $318,325 (-5.4%) from 2018

Liabilities

Down

$2,665

Down $6,565 (-71%) from 2018

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin9th percentile

Revenue

Down

$556,617

Down $46,623 (-7.7%) from 2018

Expenses

Up

$874,942

Up $86,867 (+11%) from 2018

Net Income

Down

-$318,325

Down $133,490 (-72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,643,626Liabilities 2011: $522Net Assets 2011: $6,643,1042011Assets 2012: $6,251,976Liabilities 2012: $522Net Assets 2012: $6,251,4542012Assets 2013: $6,071,683Liabilities 2013: $752Net Assets 2013: $6,070,9312013Assets 2014: $6,639,342Liabilities 2014: $1,325Net Assets 2014: $6,638,0172014Assets 2015: $6,708,843Liabilities 2015: $2,523Net Assets 2015: $6,706,3202015Assets 2016: $6,407,222Liabilities 2016: $17,825Net Assets 2016: $6,389,3972016Assets 2017: $6,131,574Liabilities 2017: $3,641Net Assets 2017: $6,127,9332017Assets 2018: $5,952,328Liabilities 2018: $9,230Net Assets 2018: $5,943,0982018Assets 2019: $5,627,438Liabilities 2019: $2,665Net Assets 2019: $5,624,7732019Assets 2020: $5,142,821Liabilities 2020: $1,249Net Assets 2020: $5,141,5722020Assets 2021: $4,994,830Liabilities 2021: $866Net Assets 2021: $4,993,9642021Assets 2022: $5,552,392Liabilities 2022: $13,484Net Assets 2022: $5,538,9082022Assets 2023: $5,160,289Liabilities 2023: $0Net Assets 2023: $5,160,2892023Assets 2024: $4,968,934Liabilities 2024: $186Net Assets 2024: $4,968,7482024Assets 2025: $4,726,525Liabilities 2025: $682Net Assets 2025: $4,725,8432025

Highlighted filing

2019

Assets$5,627,438
Liabilities$2,665
Net Assets$5,624,773
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $291,5202011Expenses 2012: $408,8532012Expenses 2013: $570,8962013Revenue 2014: $1,263,929Expenses 2014: $696,843Net Income 2014: $567,0862014Revenue 2015: $858,325Expenses 2015: $790,022Net Income 2015: $68,3032015Revenue 2016: $453,458Expenses 2016: $770,381Net Income 2016: -$316,9232016Revenue 2017: $410,978Expenses 2017: $672,442Net Income 2017: -$261,4642017Revenue 2018: $603,240Expenses 2018: $788,075Net Income 2018: -$184,8352018Revenue 2019: $556,617Expenses 2019: $874,942Net Income 2019: -$318,3252019Revenue 2020: $261,280Expenses 2020: $744,481Net Income 2020: -$483,2012020Revenue 2021: $605,081Expenses 2021: $752,689Net Income 2021: -$147,6082021Revenue 2022: $1,408,456Expenses 2022: $863,512Net Income 2022: $544,9442022Revenue 2023: $494,371Expenses 2023: $872,990Net Income 2023: -$378,6192023Revenue 2024: $453,620Expenses 2024: $645,161Net Income 2024: -$191,5412024Revenue 2025: $477,037Expenses 2025: $719,942Net Income 2025: -$242,9052025

Highlighted filing

2019

Revenue$556,617
Expenses$874,942
Net Income-$318,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Dec 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN MILLSTONEDirectorPT$60,000-$60,000
ROBERT D MILLSTONEPresident & Director-$0--
Filing and Contact Details

Filer

Filer Name
Millstone Foundation
EIN
43-6027373
Phone
3144507803
Address
7733 FORSYTH BLVD NO 1525, ST LOUIS, MO 63105

Signing Officer

Name
Robert D Millstone
Title
President
Phone
3147211932
Signed
2019-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Lopata Flegel & Company Llp
Address
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MI 63141
Preparer
James R Owens
Phone
3145148881
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt089196
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0429923
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037498
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt037538
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0594155
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0594155
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017019
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt034039
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0429923
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0728207
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0728207
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089196
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318325
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02499515
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037498
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037498
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0429923
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0516347
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011425
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011424
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt037538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02298
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02369
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09830
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0791846
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0874942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0594155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0556617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt063639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0908510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1889068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2272014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt087337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1335770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt087337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1335770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0995847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11224838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2270265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY #1470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY #1471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY #2531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0429923
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-318325
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05624773
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05943098
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05624773
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0402800
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0402800
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0402800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0407963
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05163
IRS990PF/DistributableAmountGrp/TotalTaxAmt05163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021763
IRS990PF/FMVAssetsEOYAmt07890378
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01118
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02665
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0361209
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0173194
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0173194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0199535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0297697
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0298965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03691241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03083987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03986231
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01372
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06600
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01313054
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01503746
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02863174
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08112
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0282671
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0257671
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0282671
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0282671
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05943098
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05624773
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0128246
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0279543
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0279543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05952328
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05627438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07890378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09230
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05952328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05627438
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05943098
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05624773
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08283508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0579554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04836960
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0124253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02866994
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0407963
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08159255
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08283508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,627,438
Liabilities
$2,665
Net assets
$5,624,773
Revenue
$556,617
Expenses
$874,942
Net income
-$318,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.48$0.72$0.24
2024Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.45$0.65$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.49$0.87$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.54$1.41$0.86$0.54
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.61$0.75$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.26$0.74$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.62$0.56$0.87$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.01$5.94$0.60$0.79$0.18
2017Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.41$0.67$0.26
2016Detailed filing. Detailed filing data is available for this year.$6.41$0.02$6.39$0.45$0.77$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.86$0.79$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$1.26$0.70$0.57
2013Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.57
2012Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.41
2011Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.29