Civic Intelligence

Herbert and Bui Simon Foundation Inc.

990PF • Fiscal year 2017 • EIN 46-2577284

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
8765 Pine Ridge RdIndianapolis, IN 46260

(317) 636-1600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,792,517

Up $820,775 (+21%) from 2016

Net Assets

Up

$4,792,517

Up $820,775 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$1,490,777

Up $1,415,478 (+1880%) from 2016

Expenses

Up

$495,378

Up $184,561 (+59%) from 2016

Net Income

Up

$995,399

Up $1,230,917 (+523%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2016: $3,971,742Liabilities 2016: $0Net Assets 2016: $3,971,7422016Assets 2017: $4,792,517Liabilities 2017: $0Net Assets 2017: $4,792,5172017Assets 2018: $6,923,011Liabilities 2018: $400,000Net Assets 2018: $6,523,0112018Assets 2019: $8,616,786Liabilities 2019: $0Net Assets 2019: $8,616,7862019Assets 2020: $8,023,816Liabilities 2020: $0Net Assets 2020: $8,023,8162020Assets 2021: $8,126,358Liabilities 2021: $0Net Assets 2021: $8,126,3582021Assets 2022: $8,670,279Liabilities 2022: $0Net Assets 2022: $8,670,2792022Assets 2023: $9,260,556Liabilities 2023: $0Net Assets 2023: $9,260,5562023Assets 2024: $10,220,139Liabilities 2024: $0Net Assets 2024: $10,220,1392024

Highlighted filing

2017

Assets$4,792,517
Liabilities$0
Net Assets$4,792,517
Open 2017 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $75,299Expenses 2016: $310,817Net Income 2016: -$235,5182016Revenue 2017: $1,490,777Expenses 2017: $495,378Net Income 2017: $995,3992017Revenue 2018: $2,583,830Expenses 2018: $853,331Net Income 2018: $1,730,4992018Revenue 2019: $2,636,733Expenses 2019: $894,426Net Income 2019: $1,742,3072019Revenue 2020: $354,658Expenses 2020: $868,360Net Income 2020: -$513,7022020Revenue 2021: $1,703,828Expenses 2021: $782,227Net Income 2021: $921,6012021Revenue 2022: $1,677,644Expenses 2022: $683,788Net Income 2022: $993,8562022Revenue 2023: $1,600,846Expenses 2023: $652,555Net Income 2023: $948,2912023Revenue 2024: $1,359,454Expenses 2024: $751,375Net Income 2024: $608,0792024

Highlighted filing

2017

Revenue$1,490,777
Expenses$495,378
Net Income$995,399
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PORNTIP BUI SIMONPresident-$0--
HERBERT SIMONVice President-$0--
ROBYN L FREEDMANSecretary-$0--
MARK N BERNSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Herbert & Bui Simon Foundation Inc
EIN
46-2577284
Phone
3176361600
Address
8765 PINE RIDGE RD, INDIANAPOLIS, IN 46260

Signing Officer

Name
Mark Bernstein
Title
President
Phone
3175802000
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Mark N Bernstein
Phone
3175802000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HARDING LOEVNER INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OAKMARK INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HARDING LOEVNER INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OAKMARK INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TIME WARNER INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7UNILEVER PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VERIZON COMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0250702
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0995399
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0174624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04967141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03971742
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04792517
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0254911
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0254911
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0254911
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0264099
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09188
IRS990PF/DistributableAmountGrp/TotalTaxAmt09188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012253
IRS990PF/FMVAssetsEOYAmt05199426
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt088007
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0288164
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0288164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0670132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0639030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0626577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02770369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02415888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02837516
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0443234
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01449435
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01447169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03971742
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04792517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03971742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04792517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05199426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03971742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04792517
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03971742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04792517
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05362415
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0461447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03979498
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080436
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0921470
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0264099
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05281979
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05362415
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/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PORNTIP BUI SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HERBERT SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBYN L FREEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK N BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022337 PCH 321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 7033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 7033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 7033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MALIBU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0923274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0927868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0277000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0354000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0239500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0287000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.174797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.105192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.123148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.401323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05281979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03984314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03365283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01944816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0715135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0456500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.699186
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0456500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0456500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0456500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,792,517
Liabilities
$0
Net assets
$4,792,517
Revenue
$1,490,777
Expenses
$495,378
Net income
$995,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$1.36$0.75$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$1.60$0.65$0.95
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.68$0.68$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$1.70$0.78$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$0.35$0.87$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$2.64$0.89$1.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.40$6.52$2.58$0.85$1.73
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.49$0.50$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.08$0.31$0.24