Civic Intelligence

May H Ilgenfritz Charitable Trust Under Will

990PF • Fiscal year 2023 • EIN 44-0663403

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
4551 E Bajada RoadCave Creek, AZ 85331

(602) 776-4738

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-226%

Higher net margin than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$10,777

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,521,971

Up $85,111 (+2.5%) from 2022

Net Assets

Up

$3,521,971

Up $85,111 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$70,607

Down $273,174 (-79%) from 2022

Expenses

Down

$230,474

Down $14,449 (-5.9%) from 2022

Net Income

Down

-$159,867

Down $258,725 (-262%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,831,610Liabilities 2011: $02011Assets 2012: $3,902,792Liabilities 2012: $02012Assets 2013: $3,873,464Liabilities 2013: $02013Assets 2014: $3,857,765Liabilities 2014: $0Net Assets 2014: $3,857,7652014Assets 2015: $3,765,243Liabilities 2015: $0Net Assets 2015: $3,765,2432015Assets 2016: $3,567,737Liabilities 2016: $0Net Assets 2016: $3,567,7372016Assets 2017: $3,664,264Liabilities 2017: $0Net Assets 2017: $3,664,2642017Assets 2019: $3,352,114Liabilities 2019: $02019Assets 2020: $3,228,363Liabilities 2020: $0Net Assets 2020: $3,228,3632020Assets 2021: $3,340,106Liabilities 2021: $0Net Assets 2021: $3,340,1062021Assets 2022: $3,436,860Liabilities 2022: $0Net Assets 2022: $3,436,8602022Assets 2023: $3,521,971Liabilities 2023: $0Net Assets 2023: $3,521,9712023Assets 2024: $3,301,422Liabilities 2024: $0Net Assets 2024: $3,301,4222024

Highlighted filing

2023

Assets$3,521,971
Liabilities$0
Net Assets$3,521,971
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $486,928Expenses 2011: $184,285Net Income 2011: $302,6432011Revenue 2012: $305,004Expenses 2012: $226,531Net Income 2012: $78,4732012Revenue 2013: $205,948Expenses 2013: $243,914Net Income 2013: -$37,9662013Revenue 2014: $167,615Expenses 2014: $261,125Net Income 2014: -$93,5102014Revenue 2015: $162,564Expenses 2015: $250,904Net Income 2015: -$88,3402015Revenue 2016: $72,866Expenses 2016: $244,415Net Income 2016: -$171,5492016Revenue 2017: $389,426Expenses 2017: $227,964Net Income 2017: $161,4622017Revenue 2019: $71,303Expenses 2019: $194,609Net Income 2019: -$123,3062019Revenue 2020: $78,351Expenses 2020: $205,677Net Income 2020: -$127,3262020Revenue 2021: $339,018Expenses 2021: $228,301Net Income 2021: $110,7172021Revenue 2022: $343,781Expenses 2022: $244,923Net Income 2022: $98,8582022Revenue 2023: $70,607Expenses 2023: $230,474Net Income 2023: -$159,8672023Revenue 2024: $123,973Expenses 2024: $346,299Net Income 2024: -$222,3262024

Highlighted filing

2023

Revenue$70,607
Expenses$230,474
Net Income-$159,867
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SWEARINGENCo-Trustee-$10,777-$10,777
STAFFORD SWEARINGENCo-Trustee-$10,777-$10,777
RBC TRUST COMPANY DELAWARE LTDCo-Trustee, As Req.-$0--
Filing and Contact Details

Filer

Filer Name
May H Ilgenfritz Charitable Trust Under Will
EIN
44-0663403
Phone
6027764738
Address
4551 E BAJADA ROAD, CAVE CREEK, AZ 85331

Signing Officer

Name
Stafford Mckee Swearingen
Title
Trustee
Phone
6027764738
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
4014216600
Raw XML AppendixShowing 400 of 919 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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01101.915 BLACKROCK STRAT INC OPP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc126885.106 BLACKROCK STRAT INC OPP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23392. INVESCO DORSEY WRIGHT MOMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3330. HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43300. FIRST TRUST FINANCIAL ALPHAD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52340. FIRST TRUST MATERIALS ALPHAD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6148. MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7822. INVESCO S&P 500 LOW VOLATILI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83078. INVESCO S&P 500 LOW VOLATILI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9625. FIRST TRUST DJ INTERNET IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1038. FIRST TRUST CONSUMER DISCRET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11180. FT NASDAQ TECH DVD INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12550. FT NASDAQ TECH DVD INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13145. FIRST TRUST RISING DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-21851
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-159867
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02440
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0247418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03524411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03436860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03521971
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0217534
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0212434
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0217534
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0213636
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt05100
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01202
IRS990PF/DistributableAmountGrp/TotalTaxAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04684
IRS990PF/FMVAssetsEOYAmt04543337
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03436860
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03521971
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02928960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03455093
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04476459
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0507900
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066878
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03436860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03521971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04543337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03436860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03521971
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03436860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03521971
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04337780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0167956
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04169824
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065067
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0213636
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04272713
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04337780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RBC TRUST COMPANY DELAWARE LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN SWEARINGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STAFFORD SWEARINGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE, AS REQ.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 15627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24551 E BAJADA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SEDALIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CAVE CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198505627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1653020311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0218519
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0218519
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0PO BOX 15627
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198505627
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RBC TRUST COMPANY (DELAWARE) LTD
IRS990PF/StatementsRegardingActyGrp/PhoneNum06027764738
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF NO MORE THAN 3 PAGES WITH APPROPRIATE ATTACHMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN SWEARINGEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03128288166
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 311
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SEDALIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0653020311
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTED TO FINANCIALLY NEEDY STUDENTS OF SEDALIA, MISSOURI WHO ARE SEEKING HIGHER EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY AND DECEMBER OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt154120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt164120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt173910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt183820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt193460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt233820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt243880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt253760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt274120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt283820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt293880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt304120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt334120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt344060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt363940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt374120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt384060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt393640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt403520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt423820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt433920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt443920

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,521,971
Liabilities
$0
Net assets
$3,521,971
Revenue
$70,607
Expenses
$230,474
Net income
-$159,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.12$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.07$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.34$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.34$0.23$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.08$0.21$0.13
2019Summary only. Only limited summary data is available for this year.$3.35$0.00$0.07$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.39$0.23$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.07$0.24$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.17$0.26$0.09
2013Summary only. Only limited summary data is available for this year.$3.87$0.00$0.21$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$3.90$0.00$0.31$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$3.83$0.00$0.49$0.18$0.30