Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2021 • EIN 61-6449625

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 03, 2022

Organization Profile

720 Pearl Street 2BBoulder, CO 80302

(413) 822-6101

Siviq Scores

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

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

46%

Higher net margin than 81% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

7.3%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

44%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets24th percentile

Assets

$5,828,621

Up $396,832 (+7.3%) from 2020

Net Assets

$5,828,621

Up $396,832 (+7.3%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue23rd percentile Net Margin81st percentile

Revenue

$844,195

Up $256,589 (+44%) from 2020

Expenses

Down

$452,605

Down $84,502 (-16%) from 2020

Net Income

$391,590

Up $341,091 (+675%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2021

Assets$5,828,621

Liabilities$0

Net Assets$5,828,621

Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

Highlighted filing

2021

Revenue$844,195

Expenses$452,605

Net Income$391,590

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Jun 3, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LANSING E CRANE	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Donna Catherine Macdonald
EIN: 61-6449625
Phone: 4138226101
Address: 720 PEARL STREET 2B, BOULDER, CO 80302

Signing Officer

Name: Compass Bank
Title: Trustee
Phone: 4138226101
Signed: 2022-06-03
Discuss with paid preparer: Yes

Preparer

Firm: Wendler Pllc
Address: 820 GESSNER RD SUITE 650, HOUSTON, TX 77024
Preparer: Allen W Wendler
Phone: 7136595080

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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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	4170
AppliedToPriorYearElection/ElectionDesc	0	ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO APPLY ALL OF THE 2020 QUALIFYING DISTRIBUTIONS REMAINING AFTER REDUCING THE 2019 UNDISTRIBUTED INCOME TO ZERO TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2019.
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	0
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	1	0
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	2	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	0	4827
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	1	6699
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	2	12151
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	1	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	2	LAND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	367791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	865518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	2698456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1498199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INTEREST IN PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	MUNICIPAL BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	CORPORATE BONDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	94149
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAINS DIVIDENDS
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	221780
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	374969
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LANSING E CRANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	720 PEARL STREET UNIT 2B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	BOULDER
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	334878
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	ALL NET INCOME OF THE TRUST SHALL BE PAID TO ST. LUKE'S EPISCOPAL HOSPITAL, HOUSTON, TEXAS. THE FUNDS SHALL BE USED TO PROMOTE, ENCOURAGE AND FACILITATE STUDY, INVESTIGATION OR RESEARCH IN THE FIELD OF BACTERIOLOGY AND CLINICAL PATHOLOTY IN THE LABORATORY OF ST. LUKE'S EPISCOPAL HOSPITAL.
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	LANSING E CRANE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	720 PEARL STREET UNIT 2B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	80302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4138226101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	330709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1213 HERMANN DRIVE SUITE 855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	77004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	330709
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	4169
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	330709
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	350958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	334878
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	346789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	330709
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	416
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	416
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	11
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OIL & GAS ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6562
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	8
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6562
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	8
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	43239
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	122773
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	43239
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	43239
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	122773
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	5242
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	OTHER INCREASES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	67154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PROFESSIONAL FEES - NON RENTAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	67154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	148
TaxesSchedule/TaxesDetail/Amt	0	2140
TaxesSchedule/TaxesDetail/Amt	1	1436
TaxesSchedule/TaxesDetail/Amt	2	1119
TaxesSchedule/TaxesDetail/Amt	3	12
TaxesSchedule/TaxesDetail/Amt	4	17756
TaxesSchedule/TaxesDetail/Amt	5	16806
TaxesSchedule/TaxesDetail/CategoryTxt	0	OIL & GAS PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	3	REAL ESTATE TAXES - NON RENTAL
TaxesSchedule/TaxesDetail/CategoryTxt	4	FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	5	REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	5	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2140
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1436
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	12
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	4	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	5	16806
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COMPASS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4138226101
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DONNA CATHERINE MACDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DONN
ReturnHeader/Filer/EIN	0	616449625
ReturnHeader/Filer/PhoneNum	0	4138226101
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	720 PEARL STREET 2B
ReturnHeader/Filer/USAddress/CityNm	0	BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	760339066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WENDLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	820 GESSNER RD SUITE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	77024
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7136595080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLEN W WENDLER
ReturnHeader/ReturnTs	0	2022-06-03T11:22:52-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	COMPASS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BANK
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,828,621
Liabilities: $0
Net assets: $5,828,621
Revenue: $844,195
Expenses: $452,605
Net income: $391,590

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$0.63	$0.49	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$5.71	$0.00	$5.71	$0.38	$0.47	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$5.84	$0.00	$5.84	$0.56	$0.44	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$5.83	$0.00	$5.83	$0.84	$0.45	$0.39
2020Detailed filing. Detailed filing data is available for this year.	$5.43	$0.00	$5.43	$0.59	$0.54	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$5.38	$0.00	$5.38	$0.41	$0.75	$0.34
2017Detailed filing. Detailed filing data is available for this year.	$5.33	$0.13	$5.20	$0.62	$0.36	$0.26
2016Detailed filing. Detailed filing data is available for this year.	$5.07	$0.13	$4.94	$0.29	$0.38	$0.08
2015Summary only. Only limited summary data is available for this year.	$4.92	$0.13		$0.60	$0.03	$0.57
2014Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.00	$0.00	$0.00