Civic Intelligence

Foundation for Individual Liberty a New Jersey Nonprofit Corporation

990PF • Fiscal year 2018 • EIN 52-1599160

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

Organization Profile
56 N Haddon Avenue Floor 3Haddonfield, NJ 08033

(856) 354-2200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

24th percentile

-3.7%

Faster asset growth than 24% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$11,718,363

Down $907,298 (-7.2%) from 2016

Net Assets

Down

$11,718,363

Down $907,298 (-7.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin90th percentile

Revenue

Down

$2,205,579

Down $10,078,017 (-82%) from 2016

Expenses

Up

$1,022,240

Up $533,145 (+109%) from 2016

Net Income

Down

$1,183,339

Down $10,611,162 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2011: $537,311Liabilities 2011: $02011Assets 2012: $563,244Liabilities 2012: $02012Assets 2013: $171,460Liabilities 2013: $02013Assets 2014: $192,852Liabilities 2014: $02014Assets 2015: $831,159Liabilities 2015: $02015Assets 2016: $12,625,661Liabilities 2016: $0Net Assets 2016: $12,625,6612016Assets 2018: $11,718,363Liabilities 2018: $0Net Assets 2018: $11,718,3632018Assets 2019: $11,278,736Liabilities 2019: $0Net Assets 2019: $11,278,7372019Assets 2020: $8,365,297Liabilities 2020: $0Net Assets 2020: $8,365,2972020Assets 2021: $9,503,435Liabilities 2021: $0Net Assets 2021: $9,503,4352021Assets 2022: $7,977,127Liabilities 2022: $0Net Assets 2022: $7,977,1272022Assets 2023: $8,281,023Liabilities 2023: $0Net Assets 2023: $8,281,0232023Assets 2024: $8,449,455Liabilities 2024: $5,000Net Assets 2024: $8,444,4552024

Highlighted filing

2018

Assets$11,718,363
Liabilities$0
Net Assets$11,718,363
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $100,003Expenses 2011: $103,596Net Income 2011: -$3,5932011Revenue 2012: $56,002Expenses 2012: $55,068Net Income 2012: $9342012Revenue 2013: -$306,662Expenses 2013: $85,121Net Income 2013: -$391,7832013Revenue 2014: $152,951Expenses 2014: $131,559Net Income 2014: $21,3922014Revenue 2015: $939,279Expenses 2015: $300,972Net Income 2015: $638,3072015Revenue 2016: $12,283,596Expenses 2016: $489,095Net Income 2016: $11,794,5012016Revenue 2018: $2,205,579Expenses 2018: $1,022,240Net Income 2018: $1,183,3392018Revenue 2019: -$376,369Expenses 2019: $951,946Net Income 2019: -$1,328,3152019Revenue 2020: -$1,717,556Expenses 2020: $525,698Net Income 2020: -$2,243,2542020Revenue 2021: -$337,449Expenses 2021: $488,702Net Income 2021: -$826,1512021Revenue 2022: -$515,060Expenses 2022: $513,219Net Income 2022: -$1,028,2792022Revenue 2023: -$484,997Expenses 2023: $397,840Net Income 2023: -$882,8372023Revenue 2024: $413,028Expenses 2024: $403,966Net Income 2024: $9,0622024

Highlighted filing

2018

Revenue$2,205,579
Expenses$1,022,240
Net Income$1,183,339
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN AGLIAOROCo-Chairman/Trustee-$0--
JOAN CARTERCo-Chairman/Secretary/Trustee-$0--
ARTHUR W HICKS JRV. President/Treasurer/Trustee-$0--
JAMES CARLLAssistant Secretary/Trustee-$0--
Liesel HendersonTrustee-$0--
Mark HendersonTrustee-$0--
Jordan MerskyTrustee-$0--
Justin AglialoroTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Individual Liberty
EIN
52-1599160
In Care Of
% REBECCA PRICE
Phone
8563542200
Address
56 N Haddon Avenue Floor 3, Haddonfield, NJ 08033

Signing Officer

Name
Arthur W Hicks Jr
Title
Treasurer
Phone
8563542200
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
2001 MARKET STREET SUITE 700, PHILADELPHIA, PA 19103
Preparer
Alycia Solecki
Phone
2155614200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06691299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13924535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2382746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3211892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt479253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt565247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6220720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7155958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8230558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt956487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10174432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0892671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-147834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2160128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt340723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-16707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt537958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt629200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt712108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt815926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt947718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10111102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1246414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1523735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0892671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-147834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2160128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt340723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-16707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt537958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt629200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt712108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt815926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt947718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10111102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1246414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1523735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07583970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13776701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2542874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3252615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt462546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5103205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6249920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7168066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt947718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10341660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1164856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12220846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1523735
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/PropertyDesc0ST COVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT COVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LT NON-COVERED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PLAINS GP HOLDINGS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TEEKAY OFFSHORE PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HI CRUSH PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PLAINS ALL AMERICAN PIPELINE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TERRA NITROGEN COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ALLIANCE RESOURCE PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ALLIANCE RESOURCE PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ICAHN ENTERPRISES LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ENERGY TRANSFER LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ENERGY TRANSFER OPERATING LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ST GAINS FROM LPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LT GAINS FROM LPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LT CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01261980
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01183339
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03595422
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015313785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014130446
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011718363
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0649457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0649457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0649457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0692605
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043148
IRS990PF/DistributableAmountGrp/TotalTaxAmt043148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt045000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt043148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt069733
IRS990PF/FMVAssetsEOYAmt011718363
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01632304
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt089288
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt089288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0387822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0401300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0401300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011987268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08731075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08731075
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0123052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02496700
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02496700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014130446
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011718363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011718363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014130446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011718363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014130446
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011718363
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt014130446
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011718363
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014063043
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0823602
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013239441
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0210946
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0692605
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013852097
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014063043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,718,363
Liabilities
$0
Net assets
$11,718,363
Revenue
$2,205,579
Expenses
$1,022,240
Net income
$1,183,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.45$0.01$8.44$0.41$0.40$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.48$0.40$0.88
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.52$0.51$1.03
2021Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.34$0.49$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$1.72$0.53$2.24
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.38$0.95$1.33
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.21$1.02$1.18
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$12.3$0.49$11.8
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.94$0.30$0.64
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.15$0.13$0.02
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.31$0.09$0.39
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.10$0.10$0.00