Civic Intelligence

Mcdowell Family Foundation

990PF • Fiscal year 2017 • EIN 47-1584925

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 19, 2018

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-1.4%

Higher net margin than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,495,477

Down $1,856 (-0.1%) from 2016

Net Assets

Down

$2,495,477

Down $1,856 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin36th percentile

Revenue

Down

$129,393

Down $216,682 (-63%) from 2016

Expenses

Up

$131,249

Up $24,234 (+23%) from 2016

Net Income

Down

-$1,856

Down $240,916 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,348,682Liabilities 2014: $02014Assets 2015: $2,257,632Liabilities 2015: $0Net Assets 2015: $2,257,6322015Assets 2016: $2,497,333Liabilities 2016: $0Net Assets 2016: $2,497,3332016Assets 2017: $2,495,477Liabilities 2017: $0Net Assets 2017: $2,495,4772017Assets 2018: $2,372,101Liabilities 2018: $0Net Assets 2018: $2,372,1012018Assets 2019: $2,419,105Liabilities 2019: $0Net Assets 2019: $2,419,1052019Assets 2020: $2,486,741Liabilities 2020: $0Net Assets 2020: $2,486,7412020Assets 2021: $2,585,989Liabilities 2021: $0Net Assets 2021: $2,585,9892021Assets 2022: $2,652,358Liabilities 2022: $0Net Assets 2022: $2,652,3582022Assets 2023: $2,446,100Liabilities 2023: $0Net Assets 2023: $2,446,1002023Assets 2024: $2,554,934Liabilities 2024: $0Net Assets 2024: $2,554,9342024

Highlighted filing

2017

Assets$2,495,477
Liabilities$0
Net Assets$2,495,477
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,354,746Expenses 2014: $6,064Net Income 2014: $1,348,6822014Revenue 2015: $950,344Expenses 2015: $41,394Net Income 2015: $908,9502015Revenue 2016: $346,075Expenses 2016: $107,015Net Income 2016: $239,0602016Revenue 2017: $129,393Expenses 2017: $131,249Net Income 2017: -$1,8562017Revenue 2018: $37,061Expenses 2018: $161,562Net Income 2018: -$124,5012018Revenue 2019: $196,284Expenses 2019: $149,280Net Income 2019: $47,0042019Revenue 2020: $227,368Expenses 2020: $159,732Net Income 2020: $67,6362020Revenue 2021: $271,373Expenses 2021: $172,125Net Income 2021: $99,2482021Revenue 2022: $239,587Expenses 2022: $173,218Net Income 2022: $66,3692022Revenue 2023: -$36,535Expenses 2023: $169,723Net Income 2023: -$206,2582023Revenue 2024: $309,520Expenses 2024: $200,686Net Income 2024: $108,8342024

Highlighted filing

2017

Revenue$129,393
Expenses$131,249
Net Income-$1,856
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 19, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin McDowellVP / Director-$0--
Margie ToddPres / Director / Sec-$0--
Cindy YallopDirector / Treas-$0--
Filing and Contact Details

Filer

Filer Name
McDowell Family Foundation
EIN
47-1584925
In Care Of
% Foundation Source
Phone
8008391754
Address
FOUNDATION SOURCE 501 SILVERSIDE RD, Wilmington, DE 19809-1377

Signing Officer

Name
Cindy Yallop
Title
treasurer
Phone
8008391754
Signed
2018-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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CompensationExplanation/CompensationExplanationGrp/PersonNm0Erin McDowell
CompensationExplanation/CompensationExplanationGrp/PersonNm1Margie Todd
CompensationExplanation/CompensationExplanationGrp/PersonNm2Cindy Yallop
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Erin McDowell, Vice President / Director of McDowell Family Foundation (the "Foundation"), is a principal partner at the investment firm of McDowell Investment Company, a disqualified person which provides investment and administrative services to the Foundation. During the taxable year ending December 31, 2017, the Foundation paid $4,000 for investment services and $8,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment firm billed the Foundation at the same rate or below the rate it charges its other clients.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*Margie Todd, President / Director / Secretary of McDowell Family Foundation (the "Foundation"), is a principal partner at the investment firm of McDowell Investment Company, a disqualified person which provides investment and administrative services to the Foundation. During the taxable year ending December 31, 2017, the Foundation paid $4,000 for investment services and $8,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment firm billed the Foundation at the same rate or below the rate it charges its other clients.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2*Cindy Yallop, Director / Treasurer of McDowell Family Foundation (the "Foundation"), is a principal partner at the investment firm of McDowell Investment Company, a disqualified person which provides investment and administrative services to the Foundation. During the taxable year ending December 31, 2017, the Foundation paid $4,000 for investment services and $8,000 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment firm billed the Foundation at the same rate or below the rate it charges its other clients.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FEDERAL RLTY INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIDELITY ADVISOR EMERG MKTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GOLDMAN SACHS PFD SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HARRIS CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HUANENG POWER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES DJ US UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JAMES ALPHA GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KAYNE ANDERSON MLP INV CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LIBERTY PROPERTY TRUST SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MCCORMICK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MERRILL LYNCH CAP TR PFD - 6.4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MORGAN STANLEY INSTI FD TR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59N J RESOURCES CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OAKMARK INTERNATIONAL ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65OPPENHEIMER GLOBAL OPPORTUNITI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PARTNERRE LTD PFD H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PENNSYLVANIA REAL ESTATE INVES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76QWEST CORP PFD SER A - 7.500%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SOUTH JERSEY INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARWOOD PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SUNTRUST BANKS INC PFD A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85T. ROWE PRICE ASSOCIATES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THOMPSON BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WEC ENERGY GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WISDOMTREE DEFA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97XCEL ENERGY INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt086894
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042295
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0204
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0129393
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0129393
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0135424
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080575
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080575
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086894
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01625283
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042295
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0197948
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023251
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031251
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0514
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0131249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0221713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0129393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01489859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0135424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0135424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01625283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0135424
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1856
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02495477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02497333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02495477
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128436
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01979
IRS990PF/DistributableAmountGrp/TotalTaxAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01979
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03505
IRS990PF/FMVAssetsEOYAmt02696000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02408716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02428973
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02629496
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02497333
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02495477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt088617
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066504
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02497333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02495477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02696000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02497333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02495477
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02497333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02495477
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02607834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0196742
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02411092
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039118
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128436
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02568716
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02607834
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20

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Filings

Displayed year

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

Open filing
Assets
$2,495,477
Liabilities
$0
Net assets
$2,495,477
Revenue
$129,393
Expenses
$131,249
Net income
-$1,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.31$0.20$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.04$0.17$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.24$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.27$0.17$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.23$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.20$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.04$0.16$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.35$0.11$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.95$0.04$0.91
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.01$1.35