Civic Intelligence

Florence B Trueman Educational Trust

990PF • Fiscal year 2017 • EIN 52-1649301

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profile
401 Fairleigh CourtTracys Landing, MD 20779

(410) 741-5602

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$430,935

Down $12,216 (-2.8%) from 2016

Net Assets

$429,735

No earlier filing loaded for comparison.

Liabilities

Flat

$1,200

Flat from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin18th percentile

Revenue

Up

$64,391

Up $27,794 (+76%) from 2016

Expenses

Up

$76,607

Up $10,601 (+16%) from 2016

Net Income

Up

-$12,216

Up $17,193 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2012: $506,038Liabilities 2012: $1,2002012Assets 2013: $478,745Liabilities 2013: $1,2002013Assets 2014: $456,692Liabilities 2014: $1,2002014Assets 2015: $472,560Liabilities 2015: $1,2002015Assets 2016: $443,151Liabilities 2016: $1,2002016Assets 2017: $430,935Liabilities 2017: $1,200Net Assets 2017: $429,7352017Assets 2018: $430,465Liabilities 2018: $1,200Net Assets 2018: $429,2652018Assets 2019: $451,248Liabilities 2019: $1,2002019Assets 2020: $433,745Liabilities 2020: $1,200Net Assets 2020: $432,5452020Assets 2021: $425,175Liabilities 2021: $1,200Net Assets 2021: $423,9752021Assets 2022: $438,187Liabilities 2022: $1,200Net Assets 2022: $436,9872022Assets 2023: $433,099Liabilities 2023: $1,200Net Assets 2023: $431,8992023Assets 2024: $421,625Liabilities 2024: $1,200Net Assets 2024: $420,4252024Assets 2025: $430,836Liabilities 2025: $1,200Net Assets 2025: $429,6362025

Highlighted filing

2017

Assets$430,935
Liabilities$1,200
Net Assets$429,735
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2012: $41,380Expenses 2012: $62,191Net Income 2012: -$20,8112012Revenue 2013: $54,808Expenses 2013: $82,101Net Income 2013: -$27,2932013Revenue 2014: $54,431Expenses 2014: $76,484Net Income 2014: -$22,0532014Revenue 2015: $65,219Expenses 2015: $51,351Net Income 2015: $13,8682015Revenue 2016: $36,597Expenses 2016: $66,006Net Income 2016: -$29,4092016Revenue 2017: $64,391Expenses 2017: $76,607Net Income 2017: -$12,2162017Revenue 2018: $57,796Expenses 2018: $58,266Net Income 2018: -$4702018Revenue 2019: $44,320Expenses 2019: $23,537Net Income 2019: $20,7832019Revenue 2020: $46,936Expenses 2020: $64,439Net Income 2020: -$17,5032020Revenue 2021: $42,603Expenses 2021: $51,173Net Income 2021: -$8,5702021Revenue 2022: $54,826Expenses 2022: $41,814Net Income 2022: $13,0122022Revenue 2023: $46,364Expenses 2023: $51,452Net Income 2023: -$5,0882023Revenue 2024: $40,324Expenses 2024: $51,798Net Income 2024: -$11,4742024Revenue 2025: $51,999Expenses 2025: $42,731Net Income 2025: $9,2682025

Highlighted filing

2017

Revenue$64,391
Expenses$76,607
Net Income-$12,216
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J SCOTT WHITNEYTrustee-$0--
LAURENCE CUMBERLANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Florence B Trueman Educational Trust
EIN
52-1649301
Phone
4107415602
Address
401 FAIRLEIGH COURT, TRACYS LANDING, MD 20779

Signing Officer

Name
J Scott Whitney
Title
Trustee
Phone
4107415602
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Bart Lanman
Phone
3014246800
Raw XML AppendixShowing 400 of 666 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/GainsMinusExcessOrLossesAmt18-241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt186569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2023477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228293
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/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST EAGLE GLOBAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INCOME FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK EQ DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BLACKROCK EQ DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GLENMEDE SM CAP EQ INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GLENMEDE SM CAP EQ INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES RUSSELL 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ISHARES RUSSELL 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ISHARES TIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES TR RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LAZRD EMRG MKT PTF INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LOOM SAYLES GROWTH Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MAINSTAY LG CP GRTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MAINSTAY LG CP GRTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MFS VALUE FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15OPPEN INTL GROWTH FD Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PIONEER STRAT INCO LC Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PIONEER STRAT INCO LC Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PRUDENTIAL SHT TRM CORP BD Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PRUDENTIAL SHT TRM CORP BD Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20WA CORE PLUS BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21WA CORE PLUS BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036962
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12216
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0429735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0441951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0429735
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035108
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035108
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035108
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035508
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0400
IRS990PF/DistributableAmountGrp/TotalTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0703935
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07144
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019132
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019132
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0219327
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0219933
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03743
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03743
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt08454
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0606
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0183500
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0427553
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0411197
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0501303
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0443151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0430935
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0703935
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0443151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0430935
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0441951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0429735
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0441951
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0429735
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0720982
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016772
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0520710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010815
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0183500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035508
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0710167
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0720982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J SCOTT WHITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURENCE CUMBERLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 FAIRLEIGH COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRACYS LANDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PRINCE FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt039473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt046773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt053349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt037996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.061510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.071560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0400

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$430,935
Liabilities
$1,200
Net assets
$429,735
Revenue
$64,391
Expenses
$76,607
Net income
-$12,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$0.52$0.43$0.09
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.20$0.40$0.52$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.01$4.32$0.46$0.51$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.55$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.24$0.43$0.51$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.01$4.33$0.47$0.64$0.18
2019Summary only. Only limited summary data is available for this year.$4.51$0.01$0.44$0.24$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.01$4.29$0.58$0.58$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$0.64$0.77$0.12
2016Summary only. Only limited summary data is available for this year.$4.43$0.01$0.37$0.66$0.29
2015Summary only. Only limited summary data is available for this year.$4.73$0.01$0.65$0.51$0.14
2014Summary only. Only limited summary data is available for this year.$4.57$0.01$0.54$0.76$0.22
2013Summary only. Only limited summary data is available for this year.$4.79$0.01$0.55$0.82$0.27
2012Summary only. Only limited summary data is available for this year.$5.06$0.01$0.41$0.62$0.21