Civic Intelligence

Thomas Edwin Greenbaum Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 58-2359585

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 05, 2016

Organization Profile
512 NE 10th AveFt Lauderdale, FL 33301

(404) 255-0200

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

69th percentile

5.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-71%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,307,718

Up $69,590 (+5.6%) from 2014

Net Assets

$1,307,718

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Down

$129,810

Down $322,735 (-71%) from 2014

Expenses

Up

$60,265

Up $21,094 (+54%) from 2014

Net Income

Down

$69,545

Down $343,829 (-83%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $561,438Liabilities 2010: $0Net Assets 2010: $561,4382010Assets 2011: $796,713Liabilities 2011: $0Net Assets 2011: $796,7132011Assets 2012: $763,984Liabilities 2012: $0Net Assets 2012: $763,9842012Assets 2013: $826,091Liabilities 2013: $0Net Assets 2013: $826,0912013Assets 2014: $1,238,128Liabilities 2014: $02014Assets 2015: $1,307,718Liabilities 2015: $0Net Assets 2015: $1,307,7182015Assets 2017: $1,028,238Liabilities 2017: $5,166Net Assets 2017: $1,023,0722017Assets 2018: $992,415Liabilities 2018: $5,166Net Assets 2018: $987,2492018Assets 2019: $940,173Liabilities 2019: $5,166Net Assets 2019: $935,0072019Assets 2020: $853,624Liabilities 2020: $5,166Net Assets 2020: $848,4582020Assets 2021: $736,627Liabilities 2021: $5,166Net Assets 2021: $731,4612021Assets 2022: $708,535Liabilities 2022: $5,166Net Assets 2022: $703,3692022Assets 2023: $650,019Liabilities 2023: $0Net Assets 2023: $650,0192023Assets 2024: $612,538Liabilities 2024: $0Net Assets 2024: $612,5382024

Highlighted filing

2015

Assets$1,307,718
Liabilities$0
Net Assets$1,307,718
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $42,6562010Expenses 2011: $75,2352011Expenses 2012: $25,8852012Revenue 2013: $79,872Expenses 2013: $17,765Net Income 2013: $62,1072013Revenue 2014: $452,545Expenses 2014: $39,171Net Income 2014: $413,3742014Revenue 2015: $129,810Expenses 2015: $60,265Net Income 2015: $69,5452015Revenue 2017: $23,514Expenses 2017: $93,941Net Income 2017: -$70,4272017Revenue 2018: $46,911Expenses 2018: $82,734Net Income 2018: -$35,8232018Revenue 2019: $37,150Expenses 2019: $83,739Net Income 2019: -$46,5892019Revenue 2020: $13,263Expenses 2020: $100,103Net Income 2020: -$86,8402020Revenue 2021: -$19,105Expenses 2021: $98,398Net Income 2021: -$117,5032021Revenue 2022: $79,940Expenses 2022: $108,032Net Income 2022: -$28,0922022Revenue 2023: $69,824Expenses 2023: $123,174Net Income 2023: -$53,3502023Revenue 2024: $102,375Expenses 2024: $139,856Net Income 2024: -$37,4812024

Highlighted filing

2015

Revenue$129,810
Expenses$60,265
Net Income$69,545
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 5, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALINDA G HLAVENKADirector-$0--
CAROLINE GREENBAUMDirector-$0--
STEVEN GREENBAUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas Edwin Greenbaum Charitable
EIN
58-2359585
Address
512 NE 10TH AVE, FT LAUDERDALE, FL 33301

Signing Officer

Name
Steven Greenbaum
Title
Director
Signed
2016-10-05
Discuss with paid preparer
Yes

Preparer

Firm
RRB Accounting Consulting & Tax Services
Address
4651 Roswell Rd I-804, Atlanta, GA 30342
Preparer
J Richard Bernstein
Phone
4042550200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1510202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1712069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-3760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-2827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-1281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-6057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-2827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-1281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-6057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1413029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt176012
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ACE LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CBS CORP NEW CL B SHRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COVIDIEN PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DANAHER CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EBAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES MSCI EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7KINDER MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MACY'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MEDTRONIC PLC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PHILIP MORRIS INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STARWOOD HTLS & RSTS WW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WILLIAMS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15KINDER MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STARWOOD HTLS & RSTS WW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WILLIAMS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-15979
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-5832
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069545
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt071
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0116
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01307789
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01238128
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01307718
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059692
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059692
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059692
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059842
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/DistributableAmountGrp/TotalTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0150
IRS990PF/FMVAssetsEOYAmt01262527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt016480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0527115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0615437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0569272
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0228013
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0267623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0268659
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0398093
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0398093
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0398093
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0398093
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt084907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01238128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01307718
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01262527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01238128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01307718
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01238128
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01307718
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01238128
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01307718
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01215068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0761714
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018226
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0398092
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059842
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01196842
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,307,718
Liabilities
$0
Net assets
$1,307,718
Revenue
$129,810
Expenses
$60,265
Net income
$69,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.02$0.10$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.94$0.04$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.99$0.05$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.06$0.07
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.45$0.04$0.41
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08$0.02$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.04