Civic Intelligence

The Wpw Foundation

990PF • Fiscal year 2018 • EIN 58-6338488

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
PO Box 481Clinton, SC 29325-0481

(864) 938-4133

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

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

Liabilities / Revenue

26th percentile

0.00x

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

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

Net Margin

6th percentile

-81%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

48th percentile

$16,926

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

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

Asset Growth

26th percentile

-4.1%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,422,150

Down $146,740 (-4.1%) from 2017

Net Assets

Down

$3,422,150

Down $146,740 (-4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Down

$180,259

Down $1,320,047 (-88%) from 2017

Expenses

Up

$326,999

Up $82,477 (+34%) from 2017

Net Income

Down

-$146,740

Down $1,402,524 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,741,384Liabilities 2011: $02011Assets 2012: $2,622,997Liabilities 2012: $02012Assets 2013: $2,595,205Liabilities 2013: $02013Assets 2014: $2,481,976Liabilities 2014: $02014Assets 2015: $2,400,065Liabilities 2015: $02015Assets 2017: $3,568,890Liabilities 2017: $0Net Assets 2017: $3,568,8902017Assets 2018: $3,422,150Liabilities 2018: $0Net Assets 2018: $3,422,1502018Assets 2019: $3,217,190Liabilities 2019: $0Net Assets 2019: $3,217,1902019Assets 2020: $3,713,800Liabilities 2020: $0Net Assets 2020: $3,713,8002020Assets 2021: $3,743,126Liabilities 2021: $0Net Assets 2021: $3,743,1262021Assets 2022: $3,489,368Liabilities 2022: $0Net Assets 2022: $3,489,3682022Assets 2023: $3,235,057Liabilities 2023: $0Net Assets 2023: $3,235,0572023Assets 2024: $3,434,884Liabilities 2024: $0Net Assets 2024: $3,434,8842024

Highlighted filing

2018

Assets$3,422,150
Liabilities$0
Net Assets$3,422,150
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $89,681Expenses 2011: $215,718Net Income 2011: -$126,0372011Revenue 2012: $81,713Expenses 2012: $200,100Net Income 2012: -$118,3872012Revenue 2013: $185,890Expenses 2013: $213,682Net Income 2013: -$27,7922013Revenue 2014: $124,600Expenses 2014: $237,829Net Income 2014: -$113,2292014Revenue 2015: $156,811Expenses 2015: $238,722Net Income 2015: -$81,9112015Revenue 2017: $1,500,306Expenses 2017: $244,522Net Income 2017: $1,255,7842017Revenue 2018: $180,259Expenses 2018: $326,999Net Income 2018: -$146,7402018Revenue 2019: $175,992Expenses 2019: $380,952Net Income 2019: -$204,9602019Revenue 2020: $870,566Expenses 2020: $348,750Net Income 2020: $521,8162020Revenue 2021: $385,413Expenses 2021: $352,930Net Income 2021: $32,4832021Revenue 2022: $114,086Expenses 2022: $364,611Net Income 2022: -$250,5252022Revenue 2023: $131,822Expenses 2023: $399,087Net Income 2023: -$267,2652023Revenue 2024: $535,438Expenses 2024: $334,994Net Income 2024: $200,4442024

Highlighted filing

2018

Revenue$180,259
Expenses$326,999
Net Income-$146,740
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR STATE BANKCo-TrusteePT$16,926-$16,926
PARNELL WOOD BUHLMANCo-Trustee-$16,926-$16,926
Filing and Contact Details

Filer

Filer Name
The Wpw Foundation
EIN
58-6338488
Phone
8649384133
Address
PO BOX 481, CLINTON, SC 29325-0481

Signing Officer

Name
Shelton Tate Arthur State Bank
Title
Co-trustee
Phone
8642688287
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Peay & Associates LLC
Address
PO BOX 299, CLINTON, SC 29325-0299
Preparer
J Jay Peay CPA
Phone
8648334450
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1111835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt946805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1111835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1132123
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/PropertyDesc0ALLERGAN, INC. - 100,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FHLB - 15,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SUMITOMO MITSUI - 25,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3US TSY NOTE - 100,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US TSY NOTE - 300,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MB FINL BANK CD - 25,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DIAGEO CAPITAL - 25,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EQUITY COMWLTH - 1,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS - 25,000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES GLOBAL CON STAP ETF - 930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RESIDEO TECHNOLOGIES INC - 0.667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11UTILITIES SEL SECT SPDR FUND - 638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059124
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-146740
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03422150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03568890
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03422150
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273002
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273002
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273002
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0275221
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02219
IRS990PF/DistributableAmountGrp/TotalTaxAmt02219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011000
IRS990PF/FMVAssetsEOYAmt04924350
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0150633
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0150633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0969121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0647825
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0638670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0578605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0578466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01056111
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01689468
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01614751
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02924918
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt011000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt011000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03418257
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03271517
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0329896
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0215401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0215401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03568890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03422150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04924350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03568890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03422150
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03568890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03422150
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0354707
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt078250
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05588246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028201
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05560045
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt083824
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0275221
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05504422
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05588246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARTHUR STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PARNELL WOOD BUHLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0205 JACOBS HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt141 MURRAY HILL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1212121026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0273091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0274201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0183500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0175000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0188901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0229432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0166000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05504422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04841609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03475927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03603721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03781925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03552070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0246000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248063
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0246000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0246000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0246000

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Filings

Displayed year

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

Open filing
Assets
$3,422,150
Liabilities
$0
Net assets
$3,422,150
Revenue
$180,259
Expenses
$326,999
Net income
-$146,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.54$0.33$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.13$0.40$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.11$0.36$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.39$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.87$0.35$0.52
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.18$0.38$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.33$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.50$0.24$1.26
2015Summary only. Only limited summary data is available for this year.$2.40$0.00$0.16$0.24$0.08
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.12$0.24$0.11
2013Summary only. Only limited summary data is available for this year.$2.60$0.00$0.19$0.21$0.03
2012Summary only. Only limited summary data is available for this year.$2.62$0.00$0.08$0.20$0.12
2011Summary only. Only limited summary data is available for this year.$2.74$0.00$0.09$0.22$0.13