Civic Intelligence

Wc English Foundation C/O Beverley E Dalton Trustee

990PF • Fiscal year 2016 • EIN 54-6061817

Jun 01, 2015 to May 31, 2016 • Filed on Jan 13, 2017

Organization Profile
P O Box P7000Lynchburg, VA 24505

(804) 356-4982

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

54%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$16,586,496

Down $102,941 (-0.6%) from 2015

Net Assets

Down

$16,586,372

Down $102,573 (-0.6%) from 2015

Liabilities

Down

$124

Down $368 (-75%) from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin20th percentile

Revenue

Up

$972,420

Up $341,887 (+54%) from 2015

Expenses

Up

$1,074,993

Up $59,345 (+5.8%) from 2015

Net Income

Up

-$102,573

Up $282,542 (+73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$30M$20M$10M$0Assets 2012: $15,962,732Liabilities 2012: $0Net Assets 2012: $15,962,7322012Assets 2013: $15,408,444Liabilities 2013: $5,423Net Assets 2013: $15,403,0212013Assets 2014: $17,120,452Liabilities 2014: $46,391Net Assets 2014: $17,074,0612014Assets 2015: $16,689,437Liabilities 2015: $492Net Assets 2015: $16,688,9452015Assets 2016: $16,586,496Liabilities 2016: $124Net Assets 2016: $16,586,3722016Assets 2017: $15,583,569Liabilities 2017: $0Net Assets 2017: $15,583,5692017Assets 2018: $18,594,562Liabilities 2018: $0Net Assets 2018: $18,594,5622018Assets 2019: $18,711,569Liabilities 2019: $0Net Assets 2019: $18,711,5692019Assets 2020: $19,063,693Liabilities 2020: $0Net Assets 2020: $19,063,6932020Assets 2021: $18,857,135Liabilities 2021: $0Net Assets 2021: $18,857,1352021Assets 2022: $20,208,139Liabilities 2022: $0Net Assets 2022: $20,208,1392022Assets 2023: $19,795,633Liabilities 2023: $0Net Assets 2023: $19,795,6332023Assets 2024: $19,254,955Liabilities 2024: $0Net Assets 2024: $19,254,9552024

Highlighted filing

2016

Assets$16,586,496
Liabilities$124
Net Assets$16,586,372
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $884,0062012Expenses 2013: $992,5382013Revenue 2014: $2,802,269Expenses 2014: $1,131,229Net Income 2014: $1,671,0402014Revenue 2015: $630,533Expenses 2015: $1,015,648Net Income 2015: -$385,1152015Revenue 2016: $972,420Expenses 2016: $1,074,993Net Income 2016: -$102,5732016Revenue 2017: -$18,507Expenses 2017: $984,296Net Income 2017: -$1,002,8032017Revenue 2018: $4,160,122Expenses 2018: $1,198,240Net Income 2018: $2,961,8822018Revenue 2019: $1,405,494Expenses 2019: $1,288,487Net Income 2019: $117,0072019Revenue 2020: $1,104,706Expenses 2020: $752,582Net Income 2020: $352,1242020Revenue 2021: $1,065,547Expenses 2021: $1,272,105Net Income 2021: -$206,5582021Revenue 2022: $2,593,431Expenses 2022: $1,242,427Net Income 2022: $1,351,0042022Revenue 2023: $980,807Expenses 2023: $1,393,313Net Income 2023: -$412,5062023Revenue 2024: $668,393Expenses 2024: $1,209,071Net Income 2024: -$540,6782024

Highlighted filing

2016

Revenue$972,420
Expenses$1,074,993
Net Income-$102,573
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 13, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET E LESTERTrusteePT$0--
JOAN E ALLENTrusteePT$0--
SUZANNE E MORSETrusteePT$0--
BEVERLEY E DALTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
W C English Foundation
EIN
54-6061817
Phone
8043564982
Address
P O BOX P7000, LYNCHBURG, VA 24505

Signing Officer

Name
Russell Hicks CPA
Title
Trustee
Phone
4348450301
Signed
2017-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
2102 LANGHORNE ROAD SUITE 200, LYNCHBURG, VA 24501
Preparer
Russell Hicks
Phone
4349489000
Raw XML AppendixShowing 400 of 959 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/GainsMinusExcessOrLossesAmt5270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15580000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1718638
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/PropertyDesc0SHORT TERM CAPITAL GAIN FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAINS FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1231 GAIN FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UNRECAPTURED 1250 GAIN FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COMMONFUND GLOBAL FUND MULTI ASSET 428.217 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COMMONFUND GLOBAL FUND MULTI ASSET 441.137 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COMMONFUND GLOBAL FUND MULTI ASSET 440.987 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COMMONFUND GLOBAL FUND MULTI ASSET 428.456 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COMMONFUND GLOBAL FUND MULTI ASSET 442.594 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9COMMONFUND GLOBAL FUND MULTI ASSET 428.171 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COMMONFUND GLOBAL FUND MULTI ASSET 444.457 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COMMONFUND GLOBAL FUND MULTI ASSET 444.307 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12COMMONFUND GLOBAL FUND MULTI ASSET 415.501 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13COMMONFUND GLOBAL FUND MULTI ASSET 445.827 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14COMMONFUND GLOBAL FUND MULTI ASSET 431.299 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15COMMONFUND GLOBAL FUND MULTI ASSET 54861.796 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16COMMONFUND GLOBAL FUND MULTI ASSET 426.942 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LEXINGTON CORP RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18LEXINGTON CORP RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0123330
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-102573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016586372
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016688945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016586372
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0820011
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0820011
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0820011
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0124
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0828929
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08794
IRS990PF/DistributableAmountGrp/TotalTaxAmt08918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09858
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09858
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018652
IRS990PF/FMVAssetsEOYAmt017396385
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0105986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06367
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0205747
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0162929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01116206
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01624194
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02716231
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01159248
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01092037
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01092037
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt015202
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06641
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06641
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015140102
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015290344
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015146956
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0492
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0124
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016688945
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016586372
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt063152
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016689437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016586496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017396385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016689437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016586496
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016688945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016586372
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016831050
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0263063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016567987
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0252466
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0828929
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016578584
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016831050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET E LESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN E ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUZANNE E MORSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BEVERLEY E DALTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,586,496
Liabilities
$124
Net assets
$16,586,372
Revenue
$972,420
Expenses
$1,074,993
Net income
-$102,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.67$1.21$0.54
2023Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.98$1.39$0.41
2022Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$2.59$1.24$1.35
2021Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.07$1.27$0.21
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.10$0.75$0.35
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.41$1.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$4.16$1.20$2.96
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.02$0.98$1.00
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.97$1.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.63$1.02$0.39
2014Detailed filing. Detailed filing data is available for this year.$17.1$0.05$17.1$2.80$1.13$1.67
2013Detailed filing. Detailed filing data is available for this year.$15.4$0.01$15.4$0.99
2012Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.88