Civic Intelligence

Susan and Charles Shanor Charitale Trust

990PF • Fiscal year 2016 • EIN 58-6332876

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization Profile
92 West Paces Ferry Road NW 7019Atlanta, GA 30305

(770) 396-1100

Siviq Scores

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

Liabilities / Assets

90th percentile

0.07x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

1.56x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

42nd percentile

-16%

Higher net margin than 42% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

6.8%

Faster asset growth than 71% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-57%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,055,677

Up $193,867 (+6.8%) from 2015

Net Assets

Down

$2,839,684

Down $22,126 (-0.8%) from 2015

Liabilities

Up

$215,993

Up $215,993 from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin42nd percentile

Revenue

Down

$138,597

Down $182,376 (-57%) from 2015

Expenses

Up

$160,723

Up $54,791 (+52%) from 2015

Net Income

Down

-$22,126

Down $237,167 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,693,733Liabilities 2012: $02012Assets 2013: $2,755,423Liabilities 2013: $02013Assets 2014: $2,646,769Liabilities 2014: $02014Assets 2015: $2,861,810Liabilities 2015: $0Net Assets 2015: $2,861,8102015Assets 2016: $3,055,677Liabilities 2016: $215,993Net Assets 2016: $2,839,6842016Assets 2017: $2,791,536Liabilities 2017: $21,190Net Assets 2017: $2,770,3462017Assets 2018: $3,040,030Liabilities 2018: $302,060Net Assets 2018: $2,737,9702018Assets 2019: $3,627,464Liabilities 2019: $890,295Net Assets 2019: $2,737,1692019Assets 2020: $4,063,379Liabilities 2020: $1,114,674Net Assets 2020: $2,948,7052020Assets 2021: $4,287,673Liabilities 2021: $0Net Assets 2021: $4,287,6732021Assets 2022: $3,754,804Liabilities 2022: $0Net Assets 2022: $3,754,8042022Assets 2023: $3,480,173Liabilities 2023: $0Net Assets 2023: $3,480,1732023Assets 2024: $3,746,345Liabilities 2024: $0Net Assets 2024: $3,746,3452024

Highlighted filing

2016

Assets$3,055,677
Liabilities$215,993
Net Assets$2,839,684
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $91,847Expenses 2012: $5,400Net Income 2012: $86,4472012Revenue 2013: $122,404Expenses 2013: $60,714Net Income 2013: $61,6902013Revenue 2014: $201,593Expenses 2014: $310,247Net Income 2014: -$108,6542014Revenue 2015: $320,973Expenses 2015: $105,932Net Income 2015: $215,0412015Revenue 2016: $138,597Expenses 2016: $160,723Net Income 2016: -$22,1262016Revenue 2017: $87,681Expenses 2017: $157,019Net Income 2017: -$69,3382017Revenue 2018: $141,186Expenses 2018: $173,562Net Income 2018: -$32,3762018Revenue 2019: $175,187Expenses 2019: $175,988Net Income 2019: -$8012019Revenue 2020: $563,608Expenses 2020: $352,072Net Income 2020: $211,5362020Revenue 2021: $1,171,173Expenses 2021: $137,735Net Income 2021: $1,033,4382021Revenue 2022: -$64,570Expenses 2022: $433,631Net Income 2022: -$498,2012022Revenue 2023: -$335,861Expenses 2023: $90,713Net Income 2023: -$426,5742023Revenue 2024: $509,583Expenses 2024: $243,416Net Income 2024: $266,1672024

Highlighted filing

2016

Revenue$138,597
Expenses$160,723
Net Income-$22,126
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCRAE SHANORTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEACHTREE ROAD UNITED METHODIST CHURCH YOUTH CAPITAL CAMPAIGNRELIGIOUSPUBLICATLANTA, GA, US$100,000
Paid GrantPASS-THROUGH FROM RUBICON GLOBAL INVESTORS LLCVARIOUSPUBLICPLEASANT VIEW, UT, US$184
Paid GrantPASSTHROUGH FROM WATER PROPERTY INVESTORS LPVARIUOSPUBLICNEW YORK, NY, US$1
Filing and Contact Details

Filer

Filer Name
Susan & Charles Shanor Charitable Trust
EIN
58-6332876
Address
92 WEST PACES FERRY ROAD NW 7019, ATLANTA, GA 30305

Signing Officer

Name
Susan Shanor
Title
President
Signed
2017-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
Six Concourse Parkway Suite 600, Atlanta, GA 30328
Preparer
Kevin C Lucier
Phone
7703961100
Raw XML AppendixShowing 400 of 438 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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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139402
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02788044
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02830502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN MCRAE SHANOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03411 OLD PLANTATION RD NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt080421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt081212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt088184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0299164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt056015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.028845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.027568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.089433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.008057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02788044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03198773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03345137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02982309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02696995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02617706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.144226
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0100232
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101023
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0791
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101023
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME ON ASSETS HELD FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME ON ASSETS HELD FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME ON ASSETS HELD FOR CHARITABLE CONTRIBUTIONS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN SHANOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03411 OLD PLANTATION RD NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07703961100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIUOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PEACHTREE ROAD UNITED METHODIST CHURCH YOUTH CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PASS-THROUGH FROM RUBICON GLOBAL INVESTORS LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PASSTHROUGH FROM WATER PROPERTY INVESTORS LP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03180 PEACHTREE ROAD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11590 W PARK CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2509 MADISON AVENUE SUITE 804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLEASANT VIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100185
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0101023
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0138611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt073474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035886
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035886
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073474
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FISHPEOPLE INVESTORS LLC INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OAKHILL CAPITAL PARTNERS IV INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WATER PROPERTY INVESTORS LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PARTNERSHIP FLOW-THROUGH LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33505
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt542278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33505
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4235

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,055,677
Liabilities
$215,993
Net assets
$2,839,684
Revenue
$138,597
Expenses
$160,723
Net income
-$22,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.51$0.24$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.34$0.09$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.06$0.43$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$1.17$0.14$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$1.11$2.95$0.56$0.35$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.89$2.74$0.18$0.18$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.30$2.74$0.14$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.02$2.77$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.22$2.84$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.32$0.11$0.22
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.20$0.31$0.11
2013Summary only. Only limited summary data is available for this year.$2.76$0.00$0.12$0.06$0.06
2012Summary only. Only limited summary data is available for this year.$2.69$0.00$0.09$0.01$0.09