Civic Intelligence

Patrick Family Foundation Inc.

990PF • Fiscal year 2019 • EIN 58-1820403

Oct 01, 2018 to Sep 30, 2019 • Filed on Nov 19, 2019

Organization Profile
PO Box 1048Decatur, GA 30031

(404) 687-8999

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,633,089

Down $100,396 (-2.1%) from 2018

Net Assets

Down

$4,633,089

Down $100,396 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$224,652

Down $83,196 (-27%) from 2018

Expenses

Up

$324,189

Up $8,035 (+2.5%) from 2018

Net Income

Down

-$99,537

Down $91,231 (-1098%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,044,972Liabilities 2011: $02011Assets 2012: $5,005,626Liabilities 2012: $02012Assets 2013: $4,961,416Liabilities 2013: $02013Assets 2014: $4,940,451Liabilities 2014: $0Net Assets 2014: $4,940,4512014Assets 2015: $4,854,664Liabilities 2015: $0Net Assets 2015: $4,854,6642015Assets 2016: $4,774,618Liabilities 2016: $0Net Assets 2016: $4,774,6182016Assets 2017: $4,750,309Liabilities 2017: $0Net Assets 2017: $4,750,3092017Assets 2018: $4,733,485Liabilities 2018: $0Net Assets 2018: $4,733,4852018Assets 2019: $4,633,089Liabilities 2019: $0Net Assets 2019: $4,633,0892019Assets 2020: $5,475,001Liabilities 2020: $02020Assets 2021: $6,166,822Liabilities 2021: $0Net Assets 2021: $6,166,8222021Assets 2022: $5,137,285Liabilities 2022: $0Net Assets 2022: $5,137,2852022Assets 2023: $5,511,079Liabilities 2023: $0Net Assets 2023: $5,511,0792023Assets 2024: $6,540,516Liabilities 2024: $0Net Assets 2024: $6,539,8842024Assets 2025: $6,928,360Liabilities 2025: $0Net Assets 2025: $6,928,3602025

Highlighted filing

2019

Assets$4,633,089
Liabilities$0
Net Assets$4,633,089
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $242,050Expenses 2011: $300,654Net Income 2011: -$58,6042011Revenue 2012: $273,060Expenses 2012: $312,406Net Income 2012: -$39,3462012Revenue 2013: $259,265Expenses 2013: $303,475Net Income 2013: -$44,2102013Revenue 2014: $290,442Expenses 2014: $314,952Net Income 2014: -$24,5102014Revenue 2015: $231,113Expenses 2015: $316,900Net Income 2015: -$85,7872015Revenue 2016: $235,787Expenses 2016: $315,833Net Income 2016: -$80,0462016Revenue 2017: $274,815Expenses 2017: $299,124Net Income 2017: -$24,3092017Revenue 2018: $307,848Expenses 2018: $316,154Net Income 2018: -$8,3062018Revenue 2019: $224,652Expenses 2019: $324,189Net Income 2019: -$99,5372019Revenue 2020: $110,878Expenses 2020: $315,925Net Income 2020: -$205,0472020Revenue 2021: $355,990Expenses 2021: $318,411Net Income 2021: $37,5792021Revenue 2022: $414,874Expenses 2022: $350,134Net Income 2022: $64,7402022Revenue 2023: $199,926Expenses 2023: $296,585Net Income 2023: -$96,6592023Revenue 2024: $281,608Expenses 2024: $316,392Net Income 2024: -$34,7842024Revenue 2025: $169,236Expenses 2025: $338,965Net Income 2025: -$169,7292025

Highlighted filing

2019

Revenue$224,652
Expenses$324,189
Net Income-$99,537
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 19, 2019
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHEA P SMITHPresident-$0--
JOSEPH E PATRICK JRFirst V.P.-$0--
WILLIAM L SMITH IVSecond V.P.-$0--
HILDA B PATRICKSec./Treas.-$0--
Filing and Contact Details

Filer

Filer Name
Patrick Family Foundation Inc
EIN
58-1820403
Phone
4046878999
Address
PO BOX 1048, DECATUR, GA 30031

Signing Officer

Name
Hilda B Patrick
Title
Sec./treas.
Phone
4046878999
Signed
2019-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Hlm Accounting & Tax Inc
Address
160 CLAIREMONT AVE STE 360, DECATUR, GA 30030
Preparer
Mercedes M Pasqualetti Ea
Phone
4048361120
Raw XML AppendixShowing 400 of 955 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/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62018-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212019-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362019-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372019-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-3711
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt117019
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222907
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt334318
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt418710
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt512716
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt68810
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt73941
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt83209
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-15657
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt105821
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt112886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12256
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131675
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-5573
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt152650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt168071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-18033
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt183267
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-3901
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-10567
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-11891
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-3037
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-5804
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-7114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-11169
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt269324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt272061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-8527
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-9158
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-9166
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3123679
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt324109
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3324458
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt345967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt352659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-14053
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-8630
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-8272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ZWJ - SCHWAB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1UNITED CAPITAL - SCHWAB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01109269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1331056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01142919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1347339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01250369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1997984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01677925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11302629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB - ZWJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UNITED CAPITAL - SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0736798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF INVESTMENTS - UNITED CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0816100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0160401
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt064251
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0160401
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt064251
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0224652
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0276000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0160401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0160401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-99537
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01027079
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064251
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0160401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040497
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0324189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0160401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0224652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048189
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-99537
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0859
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04633948
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04733485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04633089
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0268391
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0268391
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0268391
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0271599
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03208
IRS990PF/DistributableAmountGrp/TotalTaxAmt03208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02831
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02831
IRS990PF/FMVAssetsEOYAmt05494525
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015237
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013079
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01291870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01440325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01490258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02367526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02248353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02980554
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0831833
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0736798
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0816100
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04733485
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04633089
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0227019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0194534
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0194534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04733485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04633089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05494525
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04733485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04633089
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04733485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04633089
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05514690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0200192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05314498
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082720
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0271599
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05431970
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05514690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,633,089
Liabilities
$0
Net assets
$4,633,089
Revenue
$224,652
Expenses
$324,189
Net income
-$99,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.17$0.34$0.17
2024Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.28$0.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.41$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.36$0.32$0.04
2020Summary only. Only limited summary data is available for this year.$5.48$0.00$0.11$0.32$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.22$0.32$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.31$0.32$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.27$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.24$0.32$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.23$0.32$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.29$0.31$0.02
2013Summary only. Only limited summary data is available for this year.$4.96$0.00$0.26$0.30$0.04
2012Summary only. Only limited summary data is available for this year.$5.01$0.00$0.27$0.31$0.04
2011Summary only. Only limited summary data is available for this year.$5.04$0.00$0.24$0.30$0.06