Civic Intelligence

Hugh and Charlotte Maclellan Charitabhle Trust

990PF • Fiscal year 2020 • EIN 62-6268981

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization Profile
820 Broad Street No 300Chattanooga, TN 37402

(423) 755-8142

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

20th percentile

-2.7%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$22,081,629

Down $624,259 (-2.7%) from 2019

Net Assets

Down

$22,081,629

Down $624,259 (-2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin14th percentile

Revenue

Down

$1,829,750

Down $1,621,434 (-47%) from 2019

Expenses

Up

$2,454,009

Up $40,833 (+1.7%) from 2019

Net Income

Down

-$624,259

Down $1,662,267 (-160%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30M$20M$10M$0Assets 2012: $20,449,423Liabilities 2012: $02012Assets 2013: $20,095,258Liabilities 2013: $02013Assets 2014: $19,586,819Liabilities 2014: $02014Assets 2015: $22,248,755Liabilities 2015: $02015Assets 2017: $21,412,757Liabilities 2017: $0Net Assets 2017: $21,412,7572017Assets 2018: $21,667,880Liabilities 2018: $0Net Assets 2018: $21,667,8802018Assets 2019: $22,705,888Liabilities 2019: $0Net Assets 2019: $22,705,8882019Assets 2020: $22,081,629Liabilities 2020: $0Net Assets 2020: $22,081,6292020Assets 2021: $23,444,474Liabilities 2021: $240,3802021Assets 2022: $21,773,201Liabilities 2022: $313,3542022Assets 2023: $20,726,784Liabilities 2023: $12023

Highlighted filing

2020

Assets$22,081,629
Liabilities$0
Net Assets$22,081,629
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $2,420,380Expenses 2012: $1,282,016Net Income 2012: $1,138,3642012Revenue 2013: $1,085,054Expenses 2013: $1,439,219Net Income 2013: -$354,1652013Revenue 2014: $911,840Expenses 2014: $1,420,279Net Income 2014: -$508,4392014Revenue 2015: $4,221,032Expenses 2015: $1,559,096Net Income 2015: $2,661,9362015Revenue 2017: $1,746,178Expenses 2017: $1,710,955Net Income 2017: $35,2232017Revenue 2018: $2,206,396Expenses 2018: $1,951,273Net Income 2018: $255,1232018Revenue 2019: $3,451,184Expenses 2019: $2,413,176Net Income 2019: $1,038,0082019Revenue 2020: $1,829,750Expenses 2020: $2,454,009Net Income 2020: -$624,2592020Revenue 2021: $3,612,157Expenses 2021: $2,489,692Net Income 2021: $1,122,4652021Revenue 2022: $1,013,263Expenses 2022: $2,757,510Net Income 2022: -$1,744,2472022Revenue 2023: $2,654,448Expenses 2023: $3,387,511Net Income 2023: -$733,0632023

Highlighted filing

2020

Revenue$1,829,750
Expenses$2,454,009
Net Income-$624,259
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUGH O MACLELLAN JRSecretary & Treasurer-$0--
CHRISTOPHER H MACLELLANVice President-$0--
DANIEL O MACLELLANVice PresidentPT$0--
CATHERINE M HEALDPresident-$0--
ELIZABETH M LINDQUISTVice President-$0--
Filing and Contact Details

Filer

Filer Name
Hugh and Charlotte Maclellan
EIN
62-6268981
Phone
4237558142
Address
820 BROAD STREET NO 300, CHATTANOOGA, TN 37402

Signing Officer

Name
Hugh O Maclellan Jr
Title
Treasurer/secretary
Phone
4237558142
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Amy Thomas
Address
7 WILLINGHAM LN, LOOKOUT MOUNTAIN, TN 37350
Preparer
Amy Thomas
Phone
2055340209
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTUM CREDIT FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ARRIVO BIOVENTURES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BOW RIVER CAPITAL 2017-QP FUND, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FULCRUM GROWTH FUND III QP, LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0335826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0361056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0167771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0143333
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011089
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02046636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0353030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02454009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01849677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01829750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0353030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0437009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21961434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32294448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt429966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5238027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61224167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7277938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9407795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101291259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1214484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21812726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-59955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-136238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt769440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-13974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt929354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1151978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12238237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-1291259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15118723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1618831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1214484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21812726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-59955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-136238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt769440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-13974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt929354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1151978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12238237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1291259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15118723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1618831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0214484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11812726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21901479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32158210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5307467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61210193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7307292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9459773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10238237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12118723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1318831
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/PropertyDesc0SHORT-TERM CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEC. 1231 GAIN FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEC. 1256 LOSS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SHORT-TERM CAPITAL GAINS FROM PERSHING 2076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LONG-TERM CAPITAL GAINS FROM PERSHING 2076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SHORT-TERM CAPITAL GAINS FROM PERSHING 2145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LONG-TERM CAPITAL GAINS FROM PERSHING 2145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SHORT-TERM CAPITAL GAINS FROM PERSHING 3036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LONG-TERM CAPITAL GAINS FROM PERSHING 3036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SHORT-TERM CAPITAL GAINS FROM PERSHING 6151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LONG-TERM CAPITAL GAINS FROM PERSHING 6151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12NXTHERA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13360 ENERGY OPPORTUNITY FUND, L.P. EXCESS DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14COHERA MEDICAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15RIVER 5 PY GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01050199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-624259
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022081629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022705888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022081629
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01333709
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01333709
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01333709
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01348675
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014966
IRS990PF/DistributableAmountGrp/TotalTaxAmt014966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030776
IRS990PF/FMVAssetsEOYAmt023966664
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0149738
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt079313
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt079313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09866890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04780178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05285342
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt022705888
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt022081629
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0376867
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012312393
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016918761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018298632
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0303377
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0303377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022705888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022081629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023966664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022705888
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022081629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022705888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022081629
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027384266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01144661
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06523479
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0410764
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt019716126
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01348675
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026973502
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027384266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00

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Filings

Displayed year

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

Open filing
Assets
$22,081,629
Liabilities
$0
Net assets
$22,081,629
Revenue
$1,829,750
Expenses
$2,454,009
Net income
-$624,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$20.7$0.00$2.65$3.39$0.73
2022Summary only. Only limited summary data is available for this year.$21.8$0.31$1.01$2.76$1.74
2021Summary only. Only limited summary data is available for this year.$23.4$0.24$3.61$2.49$1.12
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.83$2.45$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$3.45$2.41$1.04
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$2.21$1.95$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.00$21.4$1.75$1.71$0.04
2015Summary only. Only limited summary data is available for this year.$22.2$0.00$4.22$1.56$2.66
2014Summary only. Only limited summary data is available for this year.$19.6$0.00$0.91$1.42$0.51
2013Summary only. Only limited summary data is available for this year.$20.1$0.00$1.09$1.44$0.35
2012Summary only. Only limited summary data is available for this year.$20.4$0.00$2.42$1.28$1.14