Civic Intelligence

Green Leaf Foundation Inc.

990PF • Fiscal year 2018 • EIN 57-0989702

Jan 01, 2018 to Dec 31, 2018 • Filed on May 22, 2019

Organization Profile
951 S Pine Street Rm/Ste 100Spartanburg, SC 29302

(864) 921-2009

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

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

Net Margin

3rd percentile

-183%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

98th percentile

529%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,764,475

Down $806,870 (-18%) from 2017

Net Assets

Down

$3,762,408

Down $806,053 (-18%) from 2017

Liabilities

Down

$2,067

Down $817 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$439,277

Up $369,459 (+529%) from 2017

Expenses

Up

$1,245,285

Up $830,166 (+200%) from 2017

Net Income

Down

-$806,008

Down $460,707 (-133%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,851,830Liabilities 2010: $0Net Assets 2010: $7,851,8302010Assets 2011: $7,654,524Liabilities 2011: $12011Assets 2012: $6,192,955Liabilities 2012: $0Net Assets 2012: $6,192,9552012Assets 2013: $5,977,800Liabilities 2013: $0Net Assets 2013: $5,977,8002013Assets 2014: $5,662,146Liabilities 2014: $0Net Assets 2014: $5,662,1462014Assets 2015: $5,332,127Liabilities 2015: $0Net Assets 2015: $5,332,1272015Assets 2016: $4,923,507Liabilities 2016: $2,773Net Assets 2016: $4,920,7342016Assets 2017: $4,571,345Liabilities 2017: $2,884Net Assets 2017: $4,568,4612017Assets 2018: $3,764,475Liabilities 2018: $2,067Net Assets 2018: $3,762,4082018Assets 2019: $3,751,549Liabilities 2019: $2,057Net Assets 2019: $3,749,4922019Assets 2020: $3,829,227Liabilities 2020: $4,091Net Assets 2020: $3,825,1362020Assets 2021: $4,178,647Liabilities 2021: $2,036Net Assets 2021: $4,176,6112021Assets 2022: $4,196,380Liabilities 2022: $2,020Net Assets 2022: $4,194,3602022Assets 2023: $3,568,504Liabilities 2023: $0Net Assets 2023: $3,568,5042023Assets 2024: $4,018,620Liabilities 2024: $0Net Assets 2024: $4,018,6202024

Highlighted filing

2018

Assets$3,764,475
Liabilities$2,067
Net Assets$3,762,408
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $484,0142010Revenue 2011: $36,690Expenses 2011: $233,996Net Income 2011: -$197,3062011Expenses 2012: $333,7662012Revenue 2013: $135,652Expenses 2013: $350,807Net Income 2013: -$215,1552013Revenue 2014: $243,535Expenses 2014: $559,189Net Income 2014: -$315,6542014Revenue 2015: $201,280Expenses 2015: $531,299Net Income 2015: -$330,0192015Revenue 2016: $122,811Expenses 2016: $529,204Net Income 2016: -$406,3932016Revenue 2017: $69,818Expenses 2017: $415,119Net Income 2017: -$345,3012017Revenue 2018: $439,277Expenses 2018: $1,245,285Net Income 2018: -$806,0082018Revenue 2019: $205,826Expenses 2019: $218,742Net Income 2019: -$12,9162019Revenue 2020: $313,343Expenses 2020: $237,699Net Income 2020: $75,6442020Revenue 2021: $729,106Expenses 2021: $377,631Net Income 2021: $351,4752021Revenue 2022: $207,179Expenses 2022: $189,431Net Income 2022: $17,7482022Revenue 2023: -$449,665Expenses 2023: $176,191Net Income 2023: -$625,8562023Revenue 2024: $583,793Expenses 2024: $133,677Net Income 2024: $450,1162024

Highlighted filing

2018

Revenue$439,277
Expenses$1,245,285
Net Income-$806,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E CALDWELL SRChairman-$0--
SYLVIA R CALDWELLVice-Chairma-$0--
HUGH H BRANTLEYDirector-$0--
ROBERT E CALDWELL JRAssociate Di-$0--
SARAH CALDWELLAssociate Di-$0--
MARK JOHNSONAssociate Di-$0--
KATHLEEN CALDWELL-JOHNSONAssociate Di-$0--
T DODD CALDWELLAssociate Di-$0--
BEN CALDWELLAssociate Di-$0--
Filing and Contact Details

Filer

Filer Name
Greenleaf Foundation Inc
EIN
57-0989702
Phone
8649212009
Address
951 S PINE STREET RM/STE 100, SPARTANBURG, SC 29302

Signing Officer

Name
Robert E Caldwell Sr
Title
Chairman
Phone
8649212009
Signed
2019-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Lee Macbay Hamilton & Associates LLC
Address
PO BOX 5476, SPARTANBURG, SC 29304-5476
Preparer
Edward L Macbay
Phone
8645743620
Raw XML AppendixShowing 400 of 773 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt45PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt46PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt47PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt48PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt49PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt50PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03220
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-795
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-756
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-11357
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt62113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-6398
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8446
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt917133
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1030684
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122273
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131620
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14173
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt159684
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt162323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171593
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-1257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt193019
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt202010
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt215613
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-24045
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2312325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt244097
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2521089
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt266547
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt276014
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28838
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-2691
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt302315
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3115947
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32885
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3310586
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt341947
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3612886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37-1977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38712
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt399472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt401182
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-3655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4225179
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43-83
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4411526
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45245739
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt46-29
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt47101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt481203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt497905
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt50-12898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0KOVITZ INVESTMENTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0169513
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0166066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0368595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1932952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0395920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11186760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0KOVITZ SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01030334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1240229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4144146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5140852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6275871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN RODEO BEACH PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SGI AFRICA CEMENT PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TRIANGLE ANGEL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3THE NEXT THING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4T2 OPPORTUNITY FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5T2 OPPORTUNITY FUND III LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6T2 OPPORTUNITY FUND IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1181062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt239035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4167542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5250401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6307224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt043571
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0417091
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06395
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0349
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RENTAL LOSS FROM T-2 IV L.P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1RENTAL LOSS FORM T-2 III K-
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ORDINARY LOSS FORM T-2 III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3MANAGEMENT FEE INCOME-T2-II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4OTHER INCOME-THE NEXT THING
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-41246
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-9101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd116
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0-22
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt13223
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt24613
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-32
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0424905
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0424873
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01352
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01183824
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01183824
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt014404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043571
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-806008
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01814172
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06395
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02189
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0417091
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033760
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0-42533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-49998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-42184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08345
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0-42533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01183824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01245285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0439277
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025248
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061461
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01352
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-806008
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt045
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03762453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04568461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03762408
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126525
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126525
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126525
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0126525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt04116958
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02884
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0317485
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0383486
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0383486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0214766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0169513
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0166066
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01956656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01301547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01582680
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02798
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02798
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02040231
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01890493
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01965290
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt018500
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt041200
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt018500
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt018500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01007
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0936
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0936
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04568461
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03762408
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04571345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03764475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04116958
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04571345
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03764475
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04568461

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Filings

Displayed year

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

Open filing
Assets
$3,764,475
Liabilities
$2,067
Net assets
$3,762,408
Revenue
$439,277
Expenses
$1,245,285
Net income
-$806,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.58$0.13$0.45
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.45$0.18$0.63
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.19$0.21$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.73$0.38$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.31$0.24$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.21$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.44$1.25$0.81
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.07$0.42$0.35
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.12$0.53$0.41
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.20$0.53$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.24$0.56$0.32
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.14$0.35$0.22
2012Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.33
2011Summary only. Only limited summary data is available for this year.$7.65$0.00$0.04$0.23$0.20
2010Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.48