Civic Intelligence

Moeller William E & Mary E Chartiable Trust

990PF • Fiscal year 2016 • EIN 59-7214278

Dec 01, 2015 to Nov 30, 2016 • Filed on Feb 20, 2017

Organization Profile
PO Box 3443Saint Augustine, FL 32085-3443

(904) 824-2881

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$35,820

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

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

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,124,440

Down $32,575 (-0.8%) from 2015

Net Assets

Down

$4,124,440

Down $32,575 (-0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Down

$138,880

Down $17,225 (-11%) from 2015

Expenses

Up

$171,455

Up $5,463 (+3.3%) from 2015

Net Income

Down

-$32,575

Down $22,688 (-229%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,574,507Liabilities 2010: $0Net Assets 2010: $4,574,5072010Assets 2011: $4,173,630Liabilities 2011: $0Net Assets 2011: $4,173,6302011Assets 2012: $4,197,650Liabilities 2012: $0Net Assets 2012: $4,197,6502012Assets 2013: $4,158,093Liabilities 2013: $0Net Assets 2013: $4,158,0932013Assets 2014: $4,166,902Liabilities 2014: $0Net Assets 2014: $4,166,9022014Assets 2015: $4,157,015Liabilities 2015: $0Net Assets 2015: $4,157,0152015Assets 2016: $4,124,440Liabilities 2016: $0Net Assets 2016: $4,124,4402016Assets 2017: $4,118,430Liabilities 2017: $0Net Assets 2017: $4,118,4302017Assets 2018: $4,135,620Liabilities 2018: $0Net Assets 2018: $4,135,6202018Assets 2019: $4,078,678Liabilities 2019: $12019Assets 2020: $4,042,154Liabilities 2020: $0Net Assets 2020: $4,042,1542020Assets 2021: $3,998,987Liabilities 2021: $0Net Assets 2021: $3,998,9872021Assets 2022: $4,027,362Liabilities 2022: $0Net Assets 2022: $4,027,3622022Assets 2023: $4,070,150Liabilities 2023: $12023

Highlighted filing

2016

Assets$4,124,440
Liabilities$0
Net Assets$4,124,440
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $182,5132010Expenses 2011: $161,8052011Expenses 2012: $180,4272012Expenses 2013: $167,4662013Revenue 2014: $175,657Expenses 2014: $166,848Net Income 2014: $8,8092014Revenue 2015: $156,105Expenses 2015: $165,992Net Income 2015: -$9,8872015Revenue 2016: $138,880Expenses 2016: $171,455Net Income 2016: -$32,5752016Revenue 2017: $173,244Expenses 2017: $179,254Net Income 2017: -$6,0102017Revenue 2018: $206,839Expenses 2018: $189,649Net Income 2018: $17,1902018Revenue 2019: $108,126Expenses 2019: $165,068Net Income 2019: -$56,9422019Revenue 2020: $109,525Expenses 2020: $146,049Net Income 2020: -$36,5242020Revenue 2021: $100,985Expenses 2021: $144,152Net Income 2021: -$43,1672021Revenue 2022: $246,561Expenses 2022: $218,186Net Income 2022: $28,3752022Revenue 2023: $336,112Expenses 2023: $293,324Net Income 2023: $42,7882023

Highlighted filing

2016

Revenue$138,880
Expenses$171,455
Net Income-$32,575
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Feb 20, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SUNDEMANTrusteePT$35,820-$35,820
Filing and Contact Details

Filer

Filer Name
Moeller William E & Mary E Chartiable Trust
EIN
59-7214278
Phone
9048242881
Address
PO BOX 3443, SAINT AUGUSTINE, FL 32085-3443

Signing Officer

Name
John Sundeman
Title
Trustee
Phone
9048242881
Signed
2017-02-20
Discuss with paid preparer
Yes

Preparer

Firm
John Sundeman CPA PA
Address
PO Box 3443, St Augustine, FL 32085
Preparer
John Sundeman
Phone
9048242881
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146005
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt032443
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt032443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt061674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt260278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt067051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt167483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt267483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WALMART STORES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GENERAL MOTORS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENERAL MOTORS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022561
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt019160
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32575
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04124440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04157015
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04124440
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0176084
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0176084
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0176084
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0177395
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01311
IRS990PF/DistributableAmountGrp/TotalTaxAmt01311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-6941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06941
IRS990PF/FMVAssetsEOYAmt03649536
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04157015
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04124440
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039002
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03639778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03597172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03276910
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06941
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05630
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05630
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0480775
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0479642
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0325000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02994
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02994
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04157015
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04124440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03649536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04157015
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04124440
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04157015
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04124440
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03601928
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03241860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054029
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0325000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0177395
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03547899
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03601928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN SUNDEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2196
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST AUGUSTINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0160282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0155165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0140490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0142092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0145832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0135991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03547899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03386519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03192828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03054482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03277557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03147892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0162344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224034
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0161033
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0162344
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01311
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0162344
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,124,440
Liabilities
$0
Net assets
$4,124,440
Revenue
$138,880
Expenses
$171,455
Net income
-$32,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.07$0.00$0.34$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.22$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.10$0.14$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.11$0.15$0.04
2019Summary only. Only limited summary data is available for this year.$4.08$0.00$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.21$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.17$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.14$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.18