Civic Intelligence

The Hubert a Ritchie Foundation

990PF • Fiscal year 2018 • EIN 54-6481375

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
PO Box 1380Greensboro, NC 27402-1380

(336) 242-6215

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

54th percentile

11%

Higher net margin than 54% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$30,345

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-8.2%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$4,268,484

Up $31,793 (+0.8%) from 2017

Net Assets

Up

$4,268,484

Up $31,793 (+0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin54th percentile

Revenue

Down

$298,629

Down $26,623 (-8.2%) from 2017

Expenses

Up

$266,836

Up $61,985 (+30%) from 2017

Net Income

Down

$31,793

Down $88,608 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,895,388Liabilities 2011: $02011Assets 2012: $3,844,773Liabilities 2012: $02012Assets 2013: $4,417,560Liabilities 2013: $02013Assets 2014: $4,333,286Liabilities 2014: $02014Assets 2015: $4,193,270Liabilities 2015: $0Net Assets 2015: $4,193,2702015Assets 2016: $4,116,290Liabilities 2016: $0Net Assets 2016: $4,116,2902016Assets 2017: $4,236,691Liabilities 2017: $0Net Assets 2017: $4,236,6912017Assets 2018: $4,268,484Liabilities 2018: $0Net Assets 2018: $4,268,4842018Assets 2019: $4,272,716Liabilities 2019: $0Net Assets 2019: $4,272,7162019Assets 2020: $4,119,116Liabilities 2020: $0Net Assets 2020: $4,119,1162020Assets 2021: $3,946,355Liabilities 2021: $0Net Assets 2021: $3,946,3552021Assets 2022: $3,749,824Liabilities 2022: $0Net Assets 2022: $3,749,8242022Assets 2023: $3,667,352Liabilities 2023: $0Net Assets 2023: $3,667,3522023Assets 2024: $3,636,453Liabilities 2024: $0Net Assets 2024: $3,636,4532024

Highlighted filing

2018

Assets$4,268,484
Liabilities$0
Net Assets$4,268,484
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $406,957Expenses 2011: $234,436Net Income 2011: $172,5212011Revenue 2012: $241,342Expenses 2012: $291,957Net Income 2012: -$50,6152012Revenue 2013: $852,232Expenses 2013: $279,445Net Income 2013: $572,7872013Revenue 2014: $189,237Expenses 2014: $273,511Net Income 2014: -$84,2742014Revenue 2015: $135,899Expenses 2015: $275,915Net Income 2015: -$140,0162015Revenue 2016: $93,118Expenses 2016: $170,098Net Income 2016: -$76,9802016Revenue 2017: $325,252Expenses 2017: $204,851Net Income 2017: $120,4012017Revenue 2018: $298,629Expenses 2018: $266,836Net Income 2018: $31,7932018Revenue 2019: $261,330Expenses 2019: $257,098Net Income 2019: $4,2322019Revenue 2020: $140,794Expenses 2020: $294,394Net Income 2020: -$153,6002020Revenue 2021: $143,014Expenses 2021: $315,775Net Income 2021: -$172,7612021Revenue 2022: $126,560Expenses 2022: $323,091Net Income 2022: -$196,5312022Revenue 2023: $135,496Expenses 2023: $217,968Net Income 2023: -$82,4722023Revenue 2024: $277,401Expenses 2024: $308,300Net Income 2024: -$30,8992024

Highlighted filing

2018

Revenue$298,629
Expenses$266,836
Net Income$31,793
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$30,345-$30,345
MR TIMMY L ERVINCo-Trustee-$15,000-$15,000
MR DONALD MENIUSCo-Trustee-$15,000-$15,000
MS BARBARA BROWNCo-Trustee-$10,000-$10,000
MR MARK MENIUSCo-Trustee-$2,500-$2,500
MRS NICOLE PLUMMERCo-Trustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Hubert a Ritchie Foundation
EIN
54-6481375
Phone
3362426215
Address
PO BOX 1380, GREENSBORO, NC 27402-1380

Signing Officer

Name
Old North State Trust LLC
Title
Co-trustee
Phone
3362426215
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sherrill & Smith Cpas Pa
Address
PO BOX 1327, SALISBURY, NC 28145-1327
Preparer
L T Harmon
Phone
7046365211
Raw XML AppendixShowing 400 of 436 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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AccountingFeesSchedule/AccountingFeesDetail/Amt1125
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt162
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031793
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0OLD NORTH STATE TRUST LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MS BARBARA BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR TIMMY L ERVIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR DONALD MENIUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MR MARK MENIUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MRS NICOLE PLUMMER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06225 HIGHWAY 52
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1585 WEST RITCHIE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21180 EAST RITCHIE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45785 FOSTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56725 LEAH JUSTINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SALISBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREENSBORO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5TRINITY
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04580463
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0OLD NORTH STATE TRUST LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1380
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENSBORO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt675000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt78000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt94000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT-CLOTHES CLOSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BACK TO SCHOOL AND CHRISTMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT-FIRE EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ATTACHMENT FOR EXHIBITION BLDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51 OF 5 INSTALLMENTS FOR CANCER CTR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt63 OF 4 INS. FOR 2 BAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT-PASTOR EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT-FFA GENERATOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRISTIANA LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KOONTZ ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NAZARETH CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROCKWELL RURAL FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ROWAN COUNTY FAIR ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ROWAN REGIONAL MEDICAL CTR FD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SOUTH SALISBURY FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST PAUL'S LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST PAUL'S LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WEST ROWAN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3MUNICIPALITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6MUNICIPALITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06190 US HIGHWAY 52
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1685 E RITCHIE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3320 LINK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41560 JULIAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5130 MOCKSVIILE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63207 OLD CONCORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7205 ST PAULS CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8205 ST PAULS CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt98050 NC 801 HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCKWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MT ULLA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0281468140
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7281468832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd8281468832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928125
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0183000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0233593
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03433
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0237080
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03433
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0265
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0265
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS RECEIPTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ADJUSTMENT TO BALANCE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ADJUSTMENT TO CARRYING VALUES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0448
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1118
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2227
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3786
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0448
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1118
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2227
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3786

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,268,484
Liabilities
$0
Net assets
$4,268,484
Revenue
$298,629
Expenses
$266,836
Net income
$31,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.28$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.14$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.13$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.14$0.32$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.14$0.29$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.26$0.26$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.30$0.27$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.33$0.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.14$0.28$0.14
2014Summary only. Only limited summary data is available for this year.$4.33$0.00$0.19$0.27$0.08
2013Summary only. Only limited summary data is available for this year.$4.42$0.00$0.85$0.28$0.57
2012Summary only. Only limited summary data is available for this year.$3.84$0.00$0.24$0.29$0.05
2011Summary only. Only limited summary data is available for this year.$3.90$0.00$0.41$0.23$0.17