Civic Intelligence

D R Long Foundation Inc.

990PF • Fiscal year 2015 • EIN 52-1379622

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 31, 2016

Organization Profile
1380 Tearose PlaceSarasota, FL 34239

(941) 954-2468

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

1153%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$15,000

Higher top officer pay than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

17th percentile

-6.8%

Faster asset growth than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,435,281

Down $104,278 (-6.8%) from 2014

Net Assets

Down

$1,435,281

Down $104,278 (-6.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$9,042

Up $338,750 (+97%) from 2014

Expenses

Up

$95,236

Up $60,637 (+175%) from 2014

Net Income

Up

-$104,278

Up $278,113 (+73%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,227,277Liabilities 2011: $61,8572011Assets 2012: $2,159,905Liabilities 2012: $13,2682012Assets 2013: $1,944,020Liabilities 2013: $0Net Assets 2013: $1,944,0202013Assets 2014: $1,539,559Liabilities 2014: $0Net Assets 2014: $1,539,5592014Assets 2015: $1,435,281Liabilities 2015: $0Net Assets 2015: $1,435,2812015Assets 2018: $1,844,359Liabilities 2018: $51,462Net Assets 2018: $1,792,8972018Assets 2019: $1,907,243Liabilities 2019: $191,021Net Assets 2019: $1,716,2222019Assets 2020: $1,826,280Liabilities 2020: $153,499Net Assets 2020: $1,672,7812020Assets 2021: $1,828,878Liabilities 2021: $112,154Net Assets 2021: $1,716,7242021Assets 2022: $1,758,053Liabilities 2022: $124,437Net Assets 2022: $1,633,6162022Assets 2023: $1,644,283Liabilities 2023: $30,177Net Assets 2023: $1,614,1062023Assets 2024: $1,621,495Liabilities 2024: $27,042Net Assets 2024: $1,594,4532024

Highlighted filing

2015

Assets$1,435,281
Liabilities$0
Net Assets$1,435,281
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$0-$200K-$400KRevenue 2011: $154,518Expenses 2011: $120,457Net Income 2011: $34,0612011Revenue 2012: $95,689Expenses 2012: $114,472Net Income 2012: -$18,7832012Expenses 2013: $194,3852013Revenue 2014: -$347,792Expenses 2014: $34,599Net Income 2014: -$382,3912014Revenue 2015: -$9,042Expenses 2015: $95,236Net Income 2015: -$104,2782015Revenue 2018: $101,375Expenses 2018: $114,790Net Income 2018: -$13,4152018Revenue 2019: $63,329Expenses 2019: $140,004Net Income 2019: -$76,6752019Revenue 2020: $80,329Expenses 2020: $123,770Net Income 2020: -$43,4412020Revenue 2021: $183,613Expenses 2021: $139,670Net Income 2021: $43,9432021Revenue 2022: $65,336Expenses 2022: $148,444Net Income 2022: -$83,1082022Revenue 2023: $112,843Expenses 2023: $136,353Net Income 2023: -$23,5102023Revenue 2024: $126,772Expenses 2024: $146,425Net Income 2024: -$19,6532024

Highlighted filing

2015

Revenue-$9,042
Expenses$95,236
Net Income-$104,278
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 31, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN E KERTZSecretaryPT$15,000-$15,000
BARBARA O'BRIENVice PresidentPT$6,000-$6,000
DANIEL R LONG IIIPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
D R Long Foundation Inc
EIN
52-1379622
Phone
9419542468
Address
1380 TEAROSE PLACE, SARASOTA, FL 34239

Signing Officer

Name
Susan E Kertz
Title
Secretary
Signed
2016-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Menchinger & Tyack Cpas LLC
Address
2831 RINGLING BLVD BLDG B, SARASOTA, FL 34237-5334
Preparer
Thomas a Menchinger
Phone
9417062880
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-26103
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0909
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02599
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02599
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt091570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt095236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-9042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0430914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3301061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-40330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-9356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-40330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-9356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt427193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0390584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt344609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4328254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc014400 SHARES CREE RESEARCH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14000 SHARES FAUQUIER BANKSHS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc260 PUTS LEUCADIA NAT CP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31500 SHARES VERIFONE SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425000 SHARES HRG GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-26103
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-53296
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-104278
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01435281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01539559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01435281
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt076972
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt076972
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt076972
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077109
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0137
IRS990PF/DistributableAmountGrp/TotalTaxAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01858
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01858
IRS990PF/FMVAssetsEOYAmt01407004
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01141600
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01141600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01035673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01383133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01354856
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01858
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01858
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01858
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0397959
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0293681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0502028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01539559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01435281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01407004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01539559
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01435281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01539559
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01435281
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01565673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0338880
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01224935
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01858
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077109
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01542188
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01565673
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt215000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL R LONG III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA O'BRIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN E KERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01221 HOLLYFERN LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116030 TRENTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21380 TEAROSE PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1UPPERCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234238
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt065279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt065416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt034590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0189894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0107388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0107134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01542188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01838397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02078918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02252153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02191746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02197847

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Filings

Displayed year

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

Open filing
Assets
$1,435,281
Liabilities
$0
Net assets
$1,435,281
Revenue
-$9,042
Expenses
$95,236
Net income
-$104,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.61$0.11$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.12$1.63$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.11$1.72$0.18$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.15$1.67$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.19$1.72$0.06$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.05$1.79$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.01$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.35$0.03$0.38
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.19
2012Summary only. Only limited summary data is available for this year.$2.16$0.01$0.10$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$2.23$0.06$0.15$0.12$0.03