Civic Intelligence

Foster & Evelyn Barkema Charitable Trust

990PF • Fiscal year 2017 • EIN 46-6233696

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
PO Box 461Hampton, IA 50441

(641) 456-5196

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$50,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-2.2%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

205%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$21,642,891

Down $481,395 (-2.2%) from 2016

Net Assets

Down

$21,642,891

Down $481,395 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin5th percentile

Revenue

Up

$638,778

Up $429,214 (+205%) from 2016

Expenses

Down

$1,124,043

Down $137,175 (-11%) from 2016

Net Income

Up

-$485,265

Up $566,389 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2013: $3,900,288Liabilities 2013: $02013Assets 2014: $23,613,141Liabilities 2014: $0Net Assets 2014: $23,613,1412014Assets 2015: $23,175,940Liabilities 2015: $0Net Assets 2015: $23,175,9402015Assets 2016: $22,124,286Liabilities 2016: $0Net Assets 2016: $22,124,2862016Assets 2017: $21,642,891Liabilities 2017: $0Net Assets 2017: $21,642,8912017Assets 2018: $21,170,788Liabilities 2018: $0Net Assets 2018: $21,170,7882018Assets 2019: $20,522,369Liabilities 2019: $0Net Assets 2019: $20,522,3692019Assets 2020: $19,747,301Liabilities 2020: $0Net Assets 2020: $19,747,3012020Assets 2021: $19,362,324Liabilities 2021: $0Net Assets 2021: $19,362,3242021Assets 2022: $19,078,529Liabilities 2022: $0Net Assets 2022: $19,078,5292022Assets 2023: $18,383,690Liabilities 2023: $0Net Assets 2023: $18,383,6902023Assets 2024: $18,495,952Liabilities 2024: $0Net Assets 2024: $18,495,9522024

Highlighted filing

2017

Assets$21,642,891
Liabilities$0
Net Assets$21,642,891
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$30M$20M$10M$0-$10MRevenue 2013: $4,036,576Expenses 2013: $316,303Net Income 2013: $3,720,2732013Revenue 2014: $20,387,555Expenses 2014: $674,702Net Income 2014: $19,712,8532014Revenue 2015: $610,149Expenses 2015: $1,047,350Net Income 2015: -$437,2012015Revenue 2016: $209,564Expenses 2016: $1,261,218Net Income 2016: -$1,051,6542016Revenue 2017: $638,778Expenses 2017: $1,124,043Net Income 2017: -$485,2652017Revenue 2018: $625,436Expenses 2018: $1,104,679Net Income 2018: -$479,2432018Revenue 2019: $458,050Expenses 2019: $1,096,833Net Income 2019: -$638,7832019Revenue 2020: $380,708Expenses 2020: $1,158,526Net Income 2020: -$777,8182020Revenue 2021: $734,669Expenses 2021: $1,119,763Net Income 2021: -$385,0942021Revenue 2022: $901,611Expenses 2022: $1,180,676Net Income 2022: -$279,0652022Revenue 2023: $591,513Expenses 2023: $1,277,332Net Income 2023: -$685,8192023Revenue 2024: $1,500,941Expenses 2024: $1,381,000Net Income 2024: $119,9412024

Highlighted filing

2017

Revenue$638,778
Expenses$1,124,043
Net Income-$485,265
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZOE BROWNTrusteePT$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Foster & Evelyn Barkema
EIN
46-6233696
Phone
6414565196
Address
PO BOX 461, HAMPTON, IA 50441

Signing Officer

Name
Zoe Brown
Title
Trustee
Phone
6414565196
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 1318, MASON CITY, IA 50402-1318
Preparer
R Michael Mccoy CPA
Phone
6414230574
Raw XML AppendixShowing 400 of 600 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/GainOrLossAmt82627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt106775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1122169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt106775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt418000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt670000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1128914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1535279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1746523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18108059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1910000
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/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FRANKLIN BALANCED FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LEE MEM HLTH SYS FL HOSP REV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FRANKLIN RISING DIVIDENDSS FD A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LOUISIANA PUB FACS AUTH REVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4INCOME FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MINNEAPOLIS & ST PAUL MN ARPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JP MORGAN INTL VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NORTHERN AZ UNIV REV SYS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JP MORGAN EQUITY INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PLINFIELD IN CMNTY HIGH SCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10QUINCY IL REV RFDG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SECTOR SPDR TRUST MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SECTOR SPDR TRUST CONS STAPLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SECTOR SPDR TRUST CONS DISCRTNRY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SECTOR SPDR TRUST INDUSTRIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SECTOR SPDR TRUST UTILITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BROWARD CNTY FL SCH BRD COP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FT CAPITAL STRENGTH SER 31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FT INTL CAPITAL STRENGTH SER 27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19HI ST DEPT HAWAIIAN HOME LANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0128332
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-485265
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06576
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021645597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022124286
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021642891
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0928198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0928198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0928198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0932565
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04367
IRS990PF/DistributableAmountGrp/TotalTaxAmt04367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04730
IRS990PF/FMVAssetsEOYAmt018938961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0247869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0282510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0290441
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0334000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016743369
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016492869
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt016409369
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt013382215
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt044194
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt042169
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt042169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02962223
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03174411
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03448827
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01426320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0781765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0782065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022124286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018938961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022124286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022124286
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt022124286
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0950811
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0952667
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0993244
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018935335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01386498
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04458376
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0284030
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013090461
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0932565
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018651305
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018935335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ZOE BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 SOUTH FEDERAL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050441
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0862119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0866486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01051631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0874369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0567793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0231418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053002

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Filings

Displayed year

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

Open filing
Assets
$21,642,891
Liabilities
$0
Net assets
$21,642,891
Revenue
$638,778
Expenses
$1,124,043
Net income
-$485,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.50$1.38$0.12
2023Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.59$1.28$0.69
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.90$1.18$0.28
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.73$1.12$0.39
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.38$1.16$0.78
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.46$1.10$0.64
2018Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.63$1.10$0.48
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$0.64$1.12$0.49
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$0.21$1.26$1.05
2015Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.61$1.05$0.44
2014Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$20.4$0.67$19.7
2013Summary only. Only limited summary data is available for this year.$3.90$0.00$4.04$0.32$3.72