Civic Intelligence

Patrick P Lee Foundation C/O Chiampou Travis Besaw & Kershner LLP

990PF • Fiscal year 2015 • EIN 45-3845576

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
45 Bryant Woods NorthAmherst, NY 14228

(716) 844-3100

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Net Margin

5th percentile

-334%

Higher net margin than 5% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

76th percentile

$72,246

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2015 filings • NTEE T • $10M-$25M nonprofits • Source year 2015

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-37%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$24,593,121

Down $2,921,176 (-11%) from 2014

Net Assets

Down

$24,593,121

Down $2,921,176 (-11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Down

$413,193

Down $247,592 (-37%) from 2014

Expenses

Up

$1,794,063

Up $47,287 (+2.7%) from 2014

Net Income

Down

-$1,380,870

Down $294,879 (-27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2012: $26,902,969Liabilities 2012: $02012Assets 2013: $28,513,060Liabilities 2013: $0Net Assets 2013: $28,513,0602013Assets 2014: $27,514,297Liabilities 2014: $0Net Assets 2014: $27,514,2972014Assets 2015: $24,593,121Liabilities 2015: $0Net Assets 2015: $24,593,1212015Assets 2016: $25,943,356Liabilities 2016: $0Net Assets 2016: $25,943,3562016Assets 2017: $27,824,885Liabilities 2017: $1,140,067Net Assets 2017: $26,684,8182017Assets 2018: $38,368,186Liabilities 2018: $1,477,426Net Assets 2018: $36,890,7602018Assets 2019: $42,544,349Liabilities 2019: $1,605,430Net Assets 2019: $40,938,9192019Assets 2020: $42,848,933Liabilities 2020: $766,613Net Assets 2020: $42,082,3202020Assets 2021: $46,217,197Liabilities 2021: $1,418,526Net Assets 2021: $44,798,6712021Assets 2022: $39,288,345Liabilities 2022: $526,429Net Assets 2022: $38,761,9162022Assets 2023: $41,778,087Liabilities 2023: $722,596Net Assets 2023: $41,055,4912023Assets 2024: $44,560,171Liabilities 2024: $181,500Net Assets 2024: $44,378,6712024

Highlighted filing

2015

Assets$24,593,121
Liabilities$0
Net Assets$24,593,121
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $876,544Expenses 2012: $1,627,909Net Income 2012: -$751,3652012Revenue 2013: $2,015,147Expenses 2013: $1,630,608Net Income 2013: $384,5392013Revenue 2014: $660,785Expenses 2014: $1,746,776Net Income 2014: -$1,085,9912014Revenue 2015: $413,193Expenses 2015: $1,794,063Net Income 2015: -$1,380,8702015Revenue 2016: $617,647Expenses 2016: $839,578Net Income 2016: -$221,9312016Revenue 2017: $1,177,495Expenses 2017: $1,992,375Net Income 2017: -$814,8802017Revenue 2018: $17,036,675Expenses 2018: $2,412,107Net Income 2018: $14,624,5682018Revenue 2019: $1,599,354Expenses 2019: $2,790,302Net Income 2019: -$1,190,9482019Revenue 2020: $2,064,157Expenses 2020: $1,540,214Net Income 2020: $523,9432020Revenue 2021: $4,061,668Expenses 2021: $3,382,300Net Income 2021: $679,3682021Revenue 2022: $2,018,322Expenses 2022: $2,643,375Net Income 2022: -$625,0532022Revenue 2023: $3,032,352Expenses 2023: $3,803,671Net Income 2023: -$771,3192023Revenue 2024: $4,534,541Expenses 2024: $2,952,836Net Income 2024: $1,581,7052024

Highlighted filing

2015

Revenue$413,193
Expenses$1,794,063
Net Income-$1,380,870
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK O'DONNELLExecutive DirectorPT$65,000$7,246$72,246
PATRICK P LEEChairmanPT$0--
ROBERT LANE JRDirector-$0--
DAVID HORANSecretary-$0--
LEE WORTHAMVice Chair-$0--
BARBARA RHEEVice Chair-$0--
JOHN RHEE MDDirector-$0--
CHRISTOPHER LEETreasurer-$0--
MICHELE LEEDirector-$0--
CYNTHIA LEEDirector-$0--
JENNIFER MCNAMARADirector-$0--
GLENDA CADWALLADERDirector-$0--
DAVID C HOHN MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick P Lee Foundation
EIN
45-3845576
Phone
7168443100
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228

Signing Officer

Name
Jane Magavero
Title
Executive Director
Phone
7168443100
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Cheryl Jankowski
Phone
7166302400
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-11897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt631959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-2732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt948436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-88263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-33937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-2979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-2694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16117436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21108710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-11897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt512918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt631959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt948436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-88263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-33937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-2979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-2694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16117436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21108710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt431959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt648436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7190000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt865000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10190000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1411247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16108710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ADAMAS OPPORTUNITIES, LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ADAMAS OPPORTUNITIES, LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AEW GLOBAL PROPERTY SECURITIES FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AEW GLOBAL PROPERTY SECURITIES FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COLCHESTER K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COLCHESTER K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LAKEWOOD CAPITAL INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7OLD KINGS CAPITAL, LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OLD KINGS CAPITAL, LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SRA PORTFOLIOS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WELLINGTON TRUST COMPANY K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WELLINGTON TRUST COMPANY K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FPA CRESCENT FUND, FPACX, 30254T759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FPA CRESCENT FUND, FPACX, 30254T759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14METROPOLITAN WEST TOTAL RETURN CLASS I, MWTIX, XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD INTERMDIATETERM TREASRY ADMIRAL, VFIUX, XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD TOTAL STOCKMARKET INDEX ADMIRAL, VTSAX, XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SS INT BEARING FD CUSIP 857949BLO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SS INT BEARING FD CUSIP 857949BLO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SS INT BEARING FD CUSIP 857949BLO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SS INT BEARING FD CUSIP 857949BLO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0200703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1380870
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01540306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026133427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027514297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024593121
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01326945
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01326945
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01326945
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01329231
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02286
IRS990PF/DistributableAmountGrp/TotalTaxAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09870
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt07584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014870
IRS990PF/FMVAssetsEOYAmt024593121
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0256653
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt046399
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt064518
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt027176
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt018119
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018119
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027328494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024425667
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024425667
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027257644
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024336468
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0158627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0149335
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0149335
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027514297
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024593121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024593121
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027514297
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024593121
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027514297
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024593121
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026989453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016619561
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0404842
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010217248
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01329231
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026584611
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026989453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,593,121
Liabilities
$0
Net assets
$24,593,121
Revenue
$413,193
Expenses
$1,794,063
Net income
-$1,380,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.18$44.4$4.53$2.95$1.58
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.72$41.1$3.03$3.80$0.77
2022Detailed filing. Detailed filing data is available for this year.$39.3$0.53$38.8$2.02$2.64$0.63
2021Detailed filing. Detailed filing data is available for this year.$46.2$1.42$44.8$4.06$3.38$0.68
2020Detailed filing. Detailed filing data is available for this year.$42.8$0.77$42.1$2.06$1.54$0.52
2019Detailed filing. Detailed filing data is available for this year.$42.5$1.61$40.9$1.60$2.79$1.19
2018Detailed filing. Detailed filing data is available for this year.$38.4$1.48$36.9$17.0$2.41$14.6
2017Detailed filing. Detailed filing data is available for this year.$27.8$1.14$26.7$1.18$1.99$0.81
2016Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$0.62$0.84$0.22
2015Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.41$1.79$1.38
2014Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.66$1.75$1.09
2013Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.02$1.63$0.38
2012Summary only. Only limited summary data is available for this year.$26.9$0.00$0.88$1.63$0.75