Civic Intelligence

Robert H & Monica M Cole Foundation

990PF • Fiscal year 2020 • EIN 62-6137973

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 16, 2021

Organization Profile
515 Market StreetKnoxville, TN 37902

(865) 541-6883

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-105%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$34,356

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.5%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,184,612

Down $221,517 (-6.5%) from 2019

Net Assets

Down

$3,184,612

Down $221,517 (-6.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$210,557

Down $473,344 (-69%) from 2019

Expenses

Up

$432,329

Up $31,599 (+7.9%) from 2019

Net Income

Down

-$221,772

Down $504,943 (-178%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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: $3,795,802Liabilities 2011: $02011Assets 2012: $3,670,990Liabilities 2012: $0Net Assets 2012: $3,670,9902012Assets 2013: $3,729,606Liabilities 2013: $12013Assets 2014: $3,635,813Liabilities 2014: $0Net Assets 2014: $3,635,8132014Assets 2015: $3,522,734Liabilities 2015: $0Net Assets 2015: $3,522,7342015Assets 2017: $3,248,523Liabilities 2017: $0Net Assets 2017: $3,248,5232017Assets 2018: $3,121,993Liabilities 2018: $0Net Assets 2018: $3,121,9932018Assets 2019: $3,406,129Liabilities 2019: $0Net Assets 2019: $3,406,1292019Assets 2020: $3,184,612Liabilities 2020: $0Net Assets 2020: $3,184,6122020Assets 2021: $3,091,840Liabilities 2021: $0Net Assets 2021: $3,091,8402021Assets 2022: $3,034,840Liabilities 2022: $0Net Assets 2022: $3,034,8402022Assets 2023: $3,036,546Liabilities 2023: $0Net Assets 2023: $3,036,5462023Assets 2024: $2,906,183Liabilities 2024: $0Net Assets 2024: $2,906,1832024Assets 2025: $2,770,781Liabilities 2025: $0Net Assets 2025: $2,770,7812025

Highlighted filing

2020

Assets$3,184,612
Liabilities$0
Net Assets$3,184,612
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $300,902Expenses 2011: $338,247Net Income 2011: -$37,3452011Expenses 2012: $345,2462012Revenue 2013: $414,598Expenses 2013: $355,982Net Income 2013: $58,6162013Revenue 2014: $311,977Expenses 2014: $405,770Net Income 2014: -$93,7932014Revenue 2015: $278,890Expenses 2015: $391,969Net Income 2015: -$113,0792015Revenue 2017: $309,279Expenses 2017: $406,759Net Income 2017: -$97,4802017Revenue 2018: $338,574Expenses 2018: $464,009Net Income 2018: -$125,4352018Revenue 2019: $683,901Expenses 2019: $400,730Net Income 2019: $283,1712019Revenue 2020: $210,557Expenses 2020: $432,329Net Income 2020: -$221,7722020Revenue 2021: $284,400Expenses 2021: $374,165Net Income 2021: -$89,7652021Revenue 2022: $345,431Expenses 2022: $405,429Net Income 2022: -$59,9982022Revenue 2023: $412,519Expenses 2023: $410,644Net Income 2023: $1,8752023Revenue 2024: $260,785Expenses 2024: $391,316Net Income 2024: -$130,5312024Revenue 2025: $301,318Expenses 2025: $435,832Net Income 2025: -$134,5142025

Highlighted filing

2020

Revenue$210,557
Expenses$432,329
Net Income-$221,772
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 16, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOME FEDERAL BANKTrusteePT$34,356-$34,356
SARAH COLE PAGEDirectorPT$20,000-$20,000
MARGARET MCKENRY NASHDirectorPT$20,000-$20,000
JAMES R MCKENRY JRDirectorPT$20,000-$20,000
MONICA COLE JOHNSONDirectorPT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Cole Foundation Robert H & Monica M
EIN
62-6137973
Phone
8655416883
Address
515 MARKET STREET, KNOXVILLE, TN 37902

Signing Officer

Name
Home Federal Bank Trustee
Title
Vice President
Phone
8655416883
Signed
2021-02-16
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt770000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050. HONEYWELL INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100. JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150. MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325000. TENN HSG DEV AGENCY TAXABLE 2.954% 07/0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.5 TRUIST FINANCIAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150. MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650000. CEDAR RAPIDS IA TAXABLE 3% 06/01/2024-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc770000. CITY OF AUSTIN TX TAXABLE 2.5% 09/01/202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057336
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-221772
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0255
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03184612
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03406129
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03184612
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0266419
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0266419
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0266419
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0267653
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01234
IRS990PF/DistributableAmountGrp/TotalTaxAmt01234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt05279491
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03406129
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03184612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt049376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt049376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt051907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01593459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01581287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03600984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0540143
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0477668
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0478796
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03406129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03184612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05279491
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03406129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03184612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03406129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03184612
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01223151
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01076281
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01147804
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05434583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05434583
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081519
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0267653
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05353064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05434583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt37
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt220000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt434356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SARAH COLE PAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET MCKENRY NASH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES R MCKENRY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MONICA COLE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4HOME FEDERAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0969 PARK AVENUE PENTHOUSE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14021 SHALLOW BROOK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24100 DOVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34630 SPERRYVILLE PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4515 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OLNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WOODVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4KNOXVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd322749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd437902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0274072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0275306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0277500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0292487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0280000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0273866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0272350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05353064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05542229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05572152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05478586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05290419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05386545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0303200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255996
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301966
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0303200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01234
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0303200
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,184,612
Liabilities
$0
Net assets
$3,184,612
Revenue
$210,557
Expenses
$432,329
Net income
-$221,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.30$0.44$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26$0.39$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.41$0.41$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.35$0.41$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.28$0.37$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.21$0.43$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.68$0.40$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.34$0.46$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.31$0.41$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.28$0.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.31$0.41$0.09
2013Summary only. Only limited summary data is available for this year.$3.73$0.00$0.41$0.36$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35
2011Summary only. Only limited summary data is available for this year.$3.80$0.00$0.30$0.34$0.04