Civic Intelligence

The Samuel M Fleming Foundation

990PF • Fiscal year 2018 • EIN 58-2026295

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 09, 2019

Organization Profile
1205 3rd Avenue NorthNashville, TN 37208

(615) 242-3817

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.15x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$50,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Revenue Growth

52nd percentile

4.9%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$8,621,523

Up $969,921 (+13%) from 2015

Net Assets

$8,497,222

No earlier filing loaded for comparison.

Liabilities

Up

$124,301

Up $124,301 from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin81st percentile

Revenue

Up

$852,004

Up $114,020 (+15%) from 2015

Expenses

Up

$598,928

Up $101,590 (+20%) from 2015

Net Income

Up

$253,076

Up $12,430 (+5.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2011: $5,903,622Liabilities 2011: $02011Assets 2012: $6,409,605Liabilities 2012: $02012Assets 2013: $6,957,271Liabilities 2013: $02013Assets 2014: $7,410,956Liabilities 2014: $02014Assets 2015: $7,651,602Liabilities 2015: $02015Assets 2018: $8,621,523Liabilities 2018: $124,301Net Assets 2018: $8,497,2222018Assets 2019: $8,584,559Liabilities 2019: $159,933Net Assets 2019: $8,424,6262019Assets 2020: $8,145,688Liabilities 2020: $154,340Net Assets 2020: $7,991,3482020Assets 2021: $8,138,792Liabilities 2021: $176,903Net Assets 2021: $7,961,8892021Assets 2022: $7,431,460Liabilities 2022: $158,593Net Assets 2022: $7,272,8672022Assets 2023: $6,977,233Liabilities 2023: $147,600Net Assets 2023: $6,829,6332023Assets 2024: $8,303,818Liabilities 2024: $33,082Net Assets 2024: $8,270,7362024

Highlighted filing

2018

Assets$8,621,523
Liabilities$124,301
Net Assets$8,497,222
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $757,532Expenses 2011: $395,444Net Income 2011: $362,0882011Revenue 2012: $978,930Expenses 2012: $472,947Net Income 2012: $505,9832012Revenue 2013: $1,034,517Expenses 2013: $486,851Net Income 2013: $547,6662013Revenue 2014: $959,849Expenses 2014: $506,164Net Income 2014: $453,6852014Revenue 2015: $737,984Expenses 2015: $497,338Net Income 2015: $240,6462015Revenue 2018: $852,004Expenses 2018: $598,928Net Income 2018: $253,0762018Revenue 2019: $626,671Expenses 2019: $695,055Net Income 2019: -$68,3842019Revenue 2020: $230,984Expenses 2020: $671,825Net Income 2020: -$440,8412020Revenue 2021: $693,147Expenses 2021: $722,606Net Income 2021: -$29,4592021Revenue 2022: $130,270Expenses 2022: $819,292Net Income 2022: -$689,0222022Revenue 2023: $329,482Expenses 2023: $772,716Net Income 2023: -$443,2342023Revenue 2024: $2,157,992Expenses 2024: $886,909Net Income 2024: $1,271,0832024

Highlighted filing

2018

Revenue$852,004
Expenses$598,928
Net Income$253,076
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL FLEMING WILTCo-Trustee-$50,000-$50,000
JOANNE F HAYESCo-Trustee-$0--
ALDEN H SMITH JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Samuel M Fleming Foundation
EIN
58-2026295
In Care Of
% FRANK BENTON
Phone
6152423817
Address
1205 3RD AVENUE NORTH, NASHVILLE, TN 37208

Signing Officer

Name
Fleming Wilt
Title
Trustee
Phone
6153867302
Signed
2019-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Michael F Scarlett CPA Plc
Address
5250 VIRGINIA WAY SUITE 220, BRENTWOOD, TN 37027
Preparer
Michael F Scarlett
Phone
6153774877
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-27413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt355000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt780000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110
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/PropertyDesc0VANGUARD SHORT TERM INFLATION PROTECTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LOOMIS SAYLES SENIOR FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LOOMIS SAYLES SENIOR FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TORTOISE MLP & PIPELINE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DTC CORE FIXED INCOME CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DTC INTERNATIONAL EQUITY CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DTC INTERNATIONAL EQUITY CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DTC MULTI-STRATEGY CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SECTION 1231 GAIN K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LATITUDE GW-DW LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LATITUDE GW-SJ LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LATITUDE GW-SK LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt096383
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0253076
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08497222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08244146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08497222
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0529030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0529030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0529030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0532531
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03501
IRS990PF/DistributableAmountGrp/TotalTaxAmt03501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt08581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015680
IRS990PF/FMVAssetsEOYAmt010692033
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069151
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0144171
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0144171
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02791724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03417465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04865789
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04521126
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04270949
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04893135
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0124791
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0124301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0986936
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0788938
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0788938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08368937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08621523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010692033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0124791
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0124301
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08368937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08621523
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08244146
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08497222
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010812810
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01063322
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09749488
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0162192
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0532531
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010650618
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010812810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL FLEMING WILT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANNE F HAYES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALDEN H SMITH JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01205 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12665 NORTH OCEAN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24338 CHICKERING LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DEL RAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133483
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237205
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0481930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0485431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0408500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0397500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0395000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0406791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0368774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010650618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09818769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08978217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08718032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08540589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07775397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0487500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226244
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0483999
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0487500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03501
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0487500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00

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Filings

Displayed year

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

Open filing
Assets
$8,621,523
Liabilities
$124,301
Net assets
$8,497,222
Revenue
$852,004
Expenses
$598,928
Net income
$253,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.30$0.03$8.27$2.16$0.89$1.27
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.15$6.83$0.33$0.77$0.44
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.16$7.27$0.13$0.82$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.18$7.96$0.69$0.72$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.15$0.15$7.99$0.23$0.67$0.44
2019Detailed filing. Detailed filing data is available for this year.$8.58$0.16$8.42$0.63$0.70$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.62$0.12$8.50$0.85$0.60$0.25
2015Summary only. Only limited summary data is available for this year.$7.65$0.00$0.74$0.50$0.24
2014Summary only. Only limited summary data is available for this year.$7.41$0.00$0.96$0.51$0.45
2013Summary only. Only limited summary data is available for this year.$6.96$0.00$1.03$0.49$0.55
2012Summary only. Only limited summary data is available for this year.$6.41$0.00$0.98$0.47$0.51
2011Summary only. Only limited summary data is available for this year.$5.90$0.00$0.76$0.40$0.36