Civic Intelligence

Ted Tai-Sen Lin Charitable Foundation

990PF • Fiscal year 2016 • EIN 54-6456893

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
170 MERCER STREET No 4ENew York, NY 10012

(646) 279-1225

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

5th percentile

-131%

Higher net margin than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$19,930

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,381,878

Up $85,610 (+1.0%) from 2015

Net Assets

$8,373,712

No earlier filing loaded for comparison.

Liabilities

Down

$8,166

Down $6,095 (-43%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$154,196

Down $1,302,250 (-89%) from 2015

Expenses

Down

$356,706

Down $167,848 (-32%) from 2015

Net Income

Down

-$202,510

Down $1,134,402 (-122%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0Assets 2011: $8,874,197Liabilities 2011: $14,6682011Assets 2012: $8,196,168Liabilities 2012: $12,3852012Assets 2013: $8,072,108Liabilities 2013: $4,0132013Assets 2014: $7,496,552Liabilities 2014: $21,7632014Assets 2015: $8,296,268Liabilities 2015: $14,2612015Assets 2016: $8,381,878Liabilities 2016: $8,166Net Assets 2016: $8,373,7122016Assets 2019: $7,701,789Liabilities 2019: $110,573Net Assets 2019: $7,591,2162019Assets 2020: $7,315,609Liabilities 2020: $88,932Net Assets 2020: $7,226,6772020Assets 2021: $7,228,365Liabilities 2021: $34,248Net Assets 2021: $7,194,1172021Assets 2022: $6,041,602Liabilities 2022: $5,738Net Assets 2022: $6,035,8642022Assets 2023: $6,140,539Liabilities 2023: $24,173Net Assets 2023: $6,116,3662023Assets 2024: $5,858,820Liabilities 2024: $44,940Net Assets 2024: $5,813,8802024

Highlighted filing

2016

Assets$8,381,878
Liabilities$8,166
Net Assets$8,373,712
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $490,353Expenses 2011: $1,476,646Net Income 2011: -$986,2932011Revenue 2012: $336,054Expenses 2012: $1,248,496Net Income 2012: -$912,4422012Revenue 2013: $373,953Expenses 2013: $775,794Net Income 2013: -$401,8412013Revenue 2014: $285,877Expenses 2014: $778,398Net Income 2014: -$492,5212014Revenue 2015: $1,456,446Expenses 2015: $524,554Net Income 2015: $931,8922015Revenue 2016: $154,196Expenses 2016: $356,706Net Income 2016: -$202,5102016Revenue 2019: $249,787Expenses 2019: $1,090,953Net Income 2019: -$841,1662019Revenue 2020: $180,091Expenses 2020: $1,213,313Net Income 2020: -$1,033,2222020Revenue 2021: $387,141Expenses 2021: $710,086Net Income 2021: -$322,9452021Revenue 2022: $280,921Expenses 2022: $912,255Net Income 2022: -$631,3342022Revenue 2023: $135,624Expenses 2023: $253,188Net Income 2023: -$117,5642023Revenue 2024: $286,547Expenses 2024: $229,970Net Income 2024: $56,5772024

Highlighted filing

2016

Revenue$154,196
Expenses$356,706
Net Income-$202,510
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON CHANGManaging TrusteePT$13,000$6,930$19,930
TREVOR YODERTrusteePT$13,000$6,930$19,930
Filing and Contact Details

Filer

Filer Name
Ted Tai-Sen Lin Charitable Foundation
EIN
54-6456893
Phone
6462791225
Address
170 MERCER STREET No 4E, NEW YORK, NY 10012

Signing Officer

Name
Sharon Chang
Title
trustee
Phone
6462791225
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
Richard Tannenbaum
Phone
2128127000
Raw XML AppendixShowing 400 of 643 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/GrossSalesPriceAmt751506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt829
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/PropertyDesc0GOLDMAN SACHS WESTFIELD LRG CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GOLDMAN SACHS WESTFIELD LRG CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150000. CREDIT SUISSE AG LINKED TO BASKET OF INDICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS LRG CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GOLDMAN SACHS LRG CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS INVESCO INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GOLDMAN SACHS INVESCO INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7605. UNITS LQD WIFI LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070799
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-202510
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0294215
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08373712
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08282007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08373712
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0348215
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0348215
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0348215
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0350362
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02147
IRS990PF/DistributableAmountGrp/TotalTaxAmt02147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08180
IRS990PF/FMVAssetsEOYAmt08381878
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt014261
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08166
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0364
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0177
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0364
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0364
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08340
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0997503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01034067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01034067
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt010098
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt027539
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt019277
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt017441
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt017441
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0580088
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0790536
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0790536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03666632
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04716308
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04716308
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06332
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03023435
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01808490
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01808490
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08296268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08381878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08381878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt014261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08296268
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08381878
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08282007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08373712
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt08282007
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt08373712
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07113950
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02006027
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04376566
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106709
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0731357
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0350362
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07007241
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07113950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt054154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt06037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ROBYN CORNISH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0170 MERCER STREET APT 4E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd010012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt113000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt06930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt16930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARON CHANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TREVOR YODER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0170 MERCER STREET APT 4E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1170 MERCER STREET APT 4E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01070994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01072068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0615494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0806183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0733040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01457469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01575742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.152841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.093910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.137805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.123172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.219471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.189847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07007241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06554071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05850173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05951368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06640831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08300060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0430035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.764205
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0430035
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0280035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0430035
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

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Filings

Displayed year

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

Open filing
Assets
$8,381,878
Liabilities
$8,166
Net assets
$8,373,712
Revenue
$154,196
Expenses
$356,706
Net income
-$202,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.04$5.81$0.29$0.23$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$0.14$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.04$0.01$6.04$0.28$0.91$0.63
2021Detailed filing. Detailed filing data is available for this year.$7.23$0.03$7.19$0.39$0.71$0.32
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.09$7.23$0.18$1.21$1.03
2019Detailed filing. Detailed filing data is available for this year.$7.70$0.11$7.59$0.25$1.09$0.84
2016Detailed filing. Detailed filing data is available for this year.$8.38$0.01$8.37$0.15$0.36$0.20
2015Summary only. Only limited summary data is available for this year.$8.30$0.01$1.46$0.52$0.93
2014Summary only. Only limited summary data is available for this year.$7.50$0.02$0.29$0.78$0.49
2013Summary only. Only limited summary data is available for this year.$8.07$0.00$0.37$0.78$0.40
2012Summary only. Only limited summary data is available for this year.$8.20$0.01$0.34$1.25$0.91
2011Summary only. Only limited summary data is available for this year.$8.87$0.01$0.49$1.48$0.99