Civic Intelligence

Hans & Cay Jacobsen Charitable Foun Dation Inc.

990PF • Fiscal year 2019 • EIN 59-3010451

Jun 01, 2018 to May 31, 2019 • Filed on Dec 17, 2019

Organization Profile
PO Box 2149Winter Park, FL 32790

(407) 810-6672

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

7th percentile

-85%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

50th percentile

$20,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

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

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,894,499

Down $137,670 (-3.4%) from 2018

Net Assets

Down

$3,894,499

Down $137,670 (-3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$162,901

Down $82,925 (-34%) from 2018

Expenses

Down

$300,571

Down $99,703 (-25%) from 2018

Net Income

Up

-$137,670

Up $16,778 (+11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,594,156Liabilities 2011: $0Net Assets 2011: $4,594,1562011Assets 2012: $4,822,078Liabilities 2012: $0Net Assets 2012: $4,822,0782012Assets 2013: $4,645,747Liabilities 2013: $1Net Assets 2013: $4,645,7472013Assets 2014: $4,402,091Liabilities 2014: $1Net Assets 2014: $4,402,0912014Assets 2015: $4,564,380Liabilities 2015: $1Net Assets 2015: $4,564,3802015Assets 2016: $4,456,668Liabilities 2016: $0Net Assets 2016: $4,456,6682016Assets 2017: $4,186,617Liabilities 2017: $0Net Assets 2017: $4,186,6172017Assets 2018: $4,032,169Liabilities 2018: $0Net Assets 2018: $4,032,1692018Assets 2019: $3,894,499Liabilities 2019: $0Net Assets 2019: $3,894,4992019Assets 2020: $3,517,628Liabilities 2020: $1Net Assets 2020: $3,517,6282020Assets 2021: $3,452,345Liabilities 2021: $1Net Assets 2021: $3,452,3452021Assets 2022: $3,537,150Liabilities 2022: $1Net Assets 2022: $3,537,1502022Assets 2023: $3,325,040Liabilities 2023: $1Net Assets 2023: $3,325,0402023Assets 2024: $3,221,044Liabilities 2024: $0Net Assets 2024: $3,221,0442024Assets 2025: $3,274,663Liabilities 2025: $0Net Assets 2025: $3,274,6632025

Highlighted filing

2019

Assets$3,894,499
Liabilities$0
Net Assets$3,894,499
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $259,1182011Expenses 2012: $274,6172012Revenue 2013: $167,352Expenses 2013: $343,683Net Income 2013: -$176,3312013Revenue 2014: $167,499Expenses 2014: $411,155Net Income 2014: -$243,6562014Revenue 2015: $572,586Expenses 2015: $410,297Net Income 2015: $162,2892015Revenue 2016: $254,971Expenses 2016: $362,683Net Income 2016: -$107,7122016Revenue 2017: $361,634Expenses 2017: $631,685Net Income 2017: -$270,0512017Revenue 2018: $245,826Expenses 2018: $400,274Net Income 2018: -$154,4482018Revenue 2019: $162,901Expenses 2019: $300,571Net Income 2019: -$137,6702019Revenue 2020: $169,789Expenses 2020: $546,660Net Income 2020: -$376,8712020Revenue 2021: $344,704Expenses 2021: $409,987Net Income 2021: -$65,2832021Revenue 2022: $468,893Expenses 2022: $384,088Net Income 2022: $84,8052022Revenue 2023: $159,829Expenses 2023: $371,939Net Income 2023: -$212,1102023Revenue 2024: $318,417Expenses 2024: $422,413Net Income 2024: -$103,9962024Revenue 2025: $631,103Expenses 2025: $577,484Net Income 2025: $53,6192025

Highlighted filing

2019

Revenue$162,901
Expenses$300,571
Net Income-$137,670
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Dec 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA W BORCHECKPresidentPT$20,000-$20,000
W THOMAS BROOKSVice PresidentPT$8,000-$8,000
BRIAN BROOKSTreasurer-$8,000-$8,000
SHANNON MCLIN CARLYLESecretary-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
Hans and Cay Jacobsen Charitable
EIN
59-3010451
Phone
4078106672
Address
PO BOX 2149, WINTER PARK, FL 32790

Signing Officer

Name
Teresa W Borcheck
Title
President
Phone
4078106672
Signed
2019-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0120321
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt06728
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01652360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt055642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt055642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01708002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057978
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-137670
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03894499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04032169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03894499
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0260041
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0260041
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0260041
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0262128
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02087
IRS990PF/DistributableAmountGrp/TotalTaxAmt02087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03880
IRS990PF/FMVAssetsEOYAmt05250139
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0270414
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0400835
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0400835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0743453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0325163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0324795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02415438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02132831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03481087
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0602864
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0584417
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0586691
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04032169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05250139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04032169
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04032169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04032169
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0451253
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0456731
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05322389
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0335625
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04986764
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079836
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0262128
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05242553
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05322389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt38000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERESA W BORCHECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W THOMAS BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHANNON MCLIN CARLYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0370565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0371608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0350285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0558221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0300751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0359359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0363866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.070684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.066029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.106630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05242553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05305021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05235118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05471777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05994087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05526055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0236805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.353421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0236805
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0236805
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0236805
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

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Filings

Displayed year

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

Open filing
Assets
$3,894,499
Liabilities
$0
Net assets
$3,894,499
Revenue
$162,901
Expenses
$300,571
Net income
-$137,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.63$0.58$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.32$0.42$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.47$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.34$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.17$0.55$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.16$0.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.40$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.36$0.63$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.25$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.57$0.41$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.17$0.41$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.17$0.34$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.26