Civic Intelligence

Ruby and Ernest Mcswain Worthy Lands Tr

990PF • Fiscal year 2018 • EIN 46-7170073

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
PO Box 2280Sanford, NC 27331

(919) 721-6725

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$31,763,494

Flat from 2018

Net Assets

Flat

$31,759,687

Flat from 2018

Liabilities

Flat

$3,807

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,271,920

Flat from 2018

Expenses

Flat

$2,158,492

Flat from 2018

Net Income

Flat

-$886,572

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2017: $32,646,259Liabilities 2017: $0Net Assets 2017: $32,646,2592017Assets 2018: $31,763,494Liabilities 2018: $3,807Net Assets 2018: $31,759,6872018Assets 2018: $31,763,494Liabilities 2018: $3,807Net Assets 2018: $31,759,6872018Assets 2019: $31,222,566Liabilities 2019: $7,357Net Assets 2019: $31,215,2092019Assets 2020: $31,346,453Liabilities 2020: $51,728Net Assets 2020: $31,294,7252020Assets 2021: $31,163,828Liabilities 2021: $4,121Net Assets 2021: $31,159,7072021Assets 2022: $28,348,923Liabilities 2022: $56,063Net Assets 2022: $28,292,8602022Assets 2023: $27,511,152Liabilities 2023: $1,057Net Assets 2023: $27,510,0952023Assets 2024: $28,425,801Liabilities 2024: $1,714Net Assets 2024: $28,424,0872024

Highlighted filing

2018

Assets$31,763,494
Liabilities$3,807
Net Assets$31,759,687
Open 2018 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2017: $33,046,507Expenses 2017: $761,557Net Income 2017: $32,284,9502017Revenue 2018: $1,271,920Expenses 2018: $2,158,492Net Income 2018: -$886,5722018Revenue 2018: $1,271,920Expenses 2018: $2,158,492Net Income 2018: -$886,5722018Revenue 2019: $740,031Expenses 2019: $1,496,170Net Income 2019: -$756,1392019Revenue 2020: $1,679,291Expenses 2020: $1,599,775Net Income 2020: $79,5162020Revenue 2021: $1,778,110Expenses 2021: $1,913,128Net Income 2021: -$135,0182021Revenue 2022: -$700,142Expenses 2022: $2,166,705Net Income 2022: -$2,866,8472022Revenue 2023: $814,979Expenses 2023: $1,597,744Net Income 2023: -$782,7652023Revenue 2024: $2,427,428Expenses 2024: $1,513,436Net Income 2024: $913,9922024

Highlighted filing

2018

Revenue$1,271,920
Expenses$2,158,492
Net Income-$886,572
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUBERT L BLACKMONTrusteeFT$60,700-$60,700
ANITA BLACKMONTrusteeFT$48,240-$48,240
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNC AGRICULTURAL FOUNDATION INCFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYRALEIGH, NC, US$725,000
Paid GrantGOLDSTON RURAL FIRE DEPARTMENT INCFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYGOLDSTON, NC, US$250,000
Paid GrantNC STATE NATURAL RESOURCES FOUNDATION INCFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYRALEIGH, NC, US$200,000
Paid GrantNC STATE UNIVERSITY FOUNDATION INCFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYRALEIGH, NC, US$200,000
Paid GrantCCCC FOUNDATIONFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$100,000
Paid GrantSALVATION ARMYFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$43,884
Paid GrantBOYS AND GIRLS CLUB OF CENTRAL CAROLINAFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$35,000
Paid GrantTEMPLE THEATREFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$26,000
Paid GrantLEE COUNTY EDUCATION FOUNDATIONFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$25,000
Paid GrantINGRAM FAMILY YMCAFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$25,000
Paid GrantFOOD BANK OF CENTRAL AND EASTERN NCFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYRALEIGH, NC, US$15,000
Paid GrantMEALS ON WHEELSFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$10,000
Paid GrantBREADBASKET OF SANFORDFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$10,000
Paid GrantCHRISTIANS UNITED OUTREACH CENTERFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$10,000
Paid GrantNORTH CAROLINA BAPTIST MENFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYCARY, NC, US$10,000
Paid GrantFIRST BAPTIST CHURCHFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$7,000
Paid GrantENRICHMENT CENTER OF LEE COUNTYFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantSTEVENS CENTER FOUNDATIONFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantFAMILY PROMISE OF LEE COUNTYFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantCOALITION FOR FAMILIES IN LEE COUNTYFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantHABITAT FOR HUMANITY OF SANFORDFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantUNITED WAY OF LEE COUNTYFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantLEE COUNTY PARTNERSHIP FOR CHILDRENFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantLEE COUNTY HAVENFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantAMERICAN RED CROSSFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYRALEIGH, NC, US$5,000
Paid GrantFLOYD L KNIGHT SCHOOLFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Paid GrantSANFORD BRUSH AND PALETTE CLUBFUND RECIPIENT'S EXEMPT PURPOSEPUBLIC CHARITYSANFORD, NC, US$5,000
Filing and Contact Details

Filer

Filer Name
Ruby and Ernest Mcswain Worthy Lands
EIN
46-7170073
Phone
9197216725
Address
PO BOX 2280, SANFORD, NC 27331

Signing Officer

Name
H Lynn Blackmon
Title
Trustee
Phone
9197216725
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ward & Foust Cpas Pa
Address
PO BOX 1147, SANFORD, NC 27331-1147
Preparer
Lynda S Ward
Phone
9197749452
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0115
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt015056
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01269787
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01269787
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0327699
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt054470
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt054470
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0108940
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01746884
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01746884
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt051729
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0926917
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0926917
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-886572
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt017189
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09832693
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010196
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010196
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0327699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0951455
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt015056
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt057508
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt057508
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt028050
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt028050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt092795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt092795
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt045236
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01801354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0303276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02158492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01254731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01271920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt054470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0303276
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0411608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07120845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12384149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0336296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0336296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07457141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12375552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RAYMOND JAMES SECURITIES SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RAYMOND JAMES SECURITIES SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0327699
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-886572
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031759687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032646259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031759687
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01338609
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01338609
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01338609
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01348124
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09515
IRS990PF/DistributableAmountGrp/TotalTaxAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013480
IRS990PF/FMVAssetsEOYAmt030244960
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03807
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01548887
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt090111
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt090111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025488297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt026753460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025234926
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt04264535
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0101093
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0469374
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt04543723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt04264535
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04264535
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0386262
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0368281
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0368281
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0679090
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0286767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0286767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031763494
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030244960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031763494
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031759687
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt032646259
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt031759687
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027373081
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01044428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026328653
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0410596
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,763,494
Liabilities
$3,807
Net assets
$31,759,687
Revenue
$1,271,920
Expenses
$2,158,492
Net income
-$886,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.43$1.51$0.91
2023Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.81$1.60$0.78
2022Detailed filing. Detailed filing data is available for this year.$28.3$0.06$28.3$0.70$2.17$2.87
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.78$1.91$0.14
2020Detailed filing. Detailed filing data is available for this year.$31.3$0.05$31.3$1.68$1.60$0.08
2019Detailed filing. Detailed filing data is available for this year.$31.2$0.01$31.2$0.74$1.50$0.76
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.27$2.16$0.89
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.27$2.16$0.89
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$33.0$0.76$32.3