Civic Intelligence

Stephens Foundation

990PF • Fiscal year 2011 • EIN 63-1035698

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

PO Box 194335201-1943
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

17th percentile

-6.3%

Faster asset growth than 17% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$8,359,387

Down $558,448 (-6.3%) from 2010

Net Assets

Down

$8,359,387

Down $558,448 (-6.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$780,072

Up $73,731 (+10%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,917,835Liabilities 2010: $0Net Assets 2010: $8,917,8352010Assets 2011: $8,359,387Liabilities 2011: $0Net Assets 2011: $8,359,3872011Assets 2012: $7,848,935Liabilities 2012: $0Net Assets 2012: $7,848,9352012Assets 2013: $7,098,584Liabilities 2013: $1Net Assets 2013: $7,098,5842013Assets 2014: $6,850,249Liabilities 2014: $1Net Assets 2014: $6,850,2492014Assets 2015: $6,608,475Liabilities 2015: $1Net Assets 2015: $6,608,4752015Assets 2016: $6,151,665Liabilities 2016: $0Net Assets 2016: $6,151,6652016Assets 2017: $5,942,869Liabilities 2017: $0Net Assets 2017: $5,942,8692017Assets 2018: $6,440,694Liabilities 2018: $0Net Assets 2018: $6,440,6942018Assets 2019: $5,667,147Liabilities 2019: $1Net Assets 2019: $5,667,1472019Assets 2020: $5,100,078Liabilities 2020: $4,000Net Assets 2020: $5,096,0782020Assets 2021: $4,575,023Liabilities 2021: $1Net Assets 2021: $4,575,0232021Assets 2022: $4,047,990Liabilities 2022: $1Net Assets 2022: $4,047,9902022Assets 2023: $3,631,102Liabilities 2023: $1Net Assets 2023: $3,631,1022023Assets 2024: $3,259,522Liabilities 2024: $0Net Assets 2024: $3,259,5222024

Highlighted filing

2011

Assets$8,359,387
Liabilities$0
Net Assets$8,359,387

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $706,3412010Expenses 2011: $780,0722011Expenses 2012: $772,0722012Revenue 2013: $387,340Expenses 2013: $1,106,586Net Income 2013: -$719,2462013Revenue 2014: $387,247Expenses 2014: $635,582Net Income 2014: -$248,3352014Revenue 2015: $681,709Expenses 2015: $923,483Net Income 2015: -$241,7742015Revenue 2016: $261,693Expenses 2016: $718,503Net Income 2016: -$456,8102016Revenue 2017: $362,175Expenses 2017: $570,971Net Income 2017: -$208,7962017Revenue 2018: $934,373Expenses 2018: $436,548Net Income 2018: $497,8252018Revenue 2019: $100,367Expenses 2019: $873,914Net Income 2019: -$773,5472019Revenue 2020: $80,783Expenses 2020: $651,852Net Income 2020: -$571,0692020Revenue 2021: $59,835Expenses 2021: $580,890Net Income 2021: -$521,0552021Revenue 2022: $66,261Expenses 2022: $593,294Net Income 2022: -$527,0332022Revenue 2023: $151,015Expenses 2023: $567,903Net Income 2023: -$416,8882023Revenue 2024: $245,372Expenses 2024: $616,952Net Income 2024: -$371,5802024

Highlighted filing

2011

Revenue-
Expenses$780,072
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T STEPHENSPresident-$0--
ELTON B STEPHENS JRTreasurer-$0--
DELL S BROOKESecretary-$0--
JANE S COMERVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIRMINGHAM MUSEUM OF ARTSUPPORT OF ARTSPUBLIC CHARITYBIRMINGHAM, AL, US$155,000
Paid GrantBIRMINGHAM ZOOSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$112,000
Paid GrantALABAMA SYMPHONY ENDOWMENTSUPPORT OF ARTSPUBLIC CHARITYBIRMINGHAM, AL, US$105,000
Paid GrantTHE SALVATION ARMYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$53,000
Paid GrantSOUTHERN ENVIRONMENT LAW CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYCHARLOTTESVILLE, VA, US$33,600
Paid GrantGIRLSPRING INCSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$30,000
Paid GrantCHILDRENS HOSPITALSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$25,000
Paid GrantBLACK WARRIOR RIVERKEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$20,250
Paid GrantUNITED WAYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$20,000
Paid GrantMAGIC CITY HARVESTSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$15,000
Paid GrantALABAMA HUMANITIES FOUNDATIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$13,500
Paid GrantMS FOUNDATIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBROOKLYN, NY, US$10,000
Paid GrantWAKE FOREST UNIV HEALTH SCIENCESSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYWASHINGTON, NC, US$9,000
Paid GrantALTAMONT SCHOOLSUPPORT OF EDUCATIONPUBLIC CHARITYBIRMINGHAM, AL, US$7,250
Paid GrantINSTITUTE FOR THE VISUAL ARTSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$6,250
Paid GrantBIRMINGHAM BOTANICAL GARDENSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$6,000
Paid GrantWATERKEEPER ALLIANCESUPPORT OF THE ORGANIZATIONPUBLIC CHARITYIRVINGTON, NY, US$6,000
Paid GrantALABAMA BALLETSUPPORT OF ARTSPUBLIC CHARITYBIRMINGHAM, AL, US$5,500
Paid GrantIMPACTSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,500
Paid GrantRIVER NETWORKSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYPORTLAND, OR, US$5,250
Paid GrantALABAMA DANCE COUNCILSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantALYS STEPHENS CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantAMERICAN COLLEGE OF THE BUILDING ARTSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYCHARLESTON, SC, US$5,000
Paid GrantBIG BROTHERS BIG SISTERSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantBOYS & GIRLS CLUB OF CENTRAL ALABAMASUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantDOCTORS WITHOUT BORDERSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantGOD'S OUTREACH CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYHARPERSVILLE, AL, US$5,000
Paid GrantINDEPENDENT PRESBYTERIAN CHURCHSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantRED MOUNTAIN THEATERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$5,000
Paid GrantSUMMIT SCHOOLSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYWINSTONSALEM, NC, US$5,000
Paid GrantTAMPA MUSEUM OF ARTSUPPORT OF ARTSPUBLIC CHARITYTAMPA, FL, US$5,000
Paid GrantUNICEF HOUSESUPPORT OF THE ORGANIZATIONPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantUROLOGY HEALTH FOUNDATIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYHOMEWOOD, AL, US$5,000
Paid GrantWASHINGTON AND LEE UNIVERSITYSUPPORT OF EDUCATIONPUBLIC CHARITYLEXINGTON, VA, US$5,000
Paid GrantFRESH AIR FAMILYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$4,500
Paid GrantBIRMINGHAM SOUTHERN COLLEGESUPPORT OF EDUCATIONPUBLIC CHARITYBIRMINGHAM, AL, US$4,000
Paid GrantMETROPOLITAN OPERASUPPORT OF THE ORGANIZATIONPUBLIC CHARITYNEW YORK, NY, US$4,000
Paid GrantYWCASUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$4,000
Paid GrantCHARLESTON WATERKEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYCHARLESTON, SC, US$3,000
Paid GrantCHURCH TONIGHT MINISTRIESSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYSEVIERVILLE, TN, US$3,000
Paid GrantFRIENDS OF LOCUST FORK RIVERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYHAYDEN, AL, US$3,000
Paid GrantLEADING EDGESUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$3,000
Paid GrantOASIS WOMEN'S COUNSELING CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$3,000
Paid GrantPLANNED PARENTHOODSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantVESTAVIA HILL UNITED METHODIST CHURCHSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYVESTAVIA HILLS, AL, US$3,000
Paid GrantWOMEN'S FUND OF GREATER BIRMINGHAMSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$3,000
Paid GrantALABAMA RIVERS ALLIANCESUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$2,750
Paid GrantTAMPA BAY HISTORY CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYTAMPA, FL, US$2,500
Paid GrantTAMPA BAY WATCHSUPPORT OF ARTSPUBLIC CHARITYTIERRA VERDE, FL, US$2,500
Paid GrantCHILDRENS MUSEUM OF WINSTON SALEMSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYWINSTONSALEM, NC, US$2,100
Paid GrantALABAMA ASSOCIATION FOR NON PROFITSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$2,000
Paid GrantCITY WORKSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYFAIRFIELD, AL, US$2,000
Paid GrantGIBBES MUSEUMSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYCHARLESTON, SC, US$2,000
Paid GrantMAGIC MOMENTSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$2,000
Paid GrantNORWOOD RESOURCE CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$2,000
Paid GrantJONES VALLEY URBAN FARMSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,750
Paid GrantWBHM PUBLIC RADIOSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,550
Paid GrantSAMPSON'S SANCTUARYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBLOUNTSVILLE, AL, US$1,500
Paid GrantALABAMA ENVIRONMENTAL COUNCILSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,250
Paid GrantRED MOUNTAIN PARK FUNDSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,200
Paid GrantALS ASSOCIATION - AL CHAPTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYHUNTSVILLE, AL, US$1,000
Paid GrantBIRMINGHAM FAITH IN ACTIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,000
Paid GrantBIRMINGHAM PLEDGE FOUNDATIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,000
Paid GrantCOOSA RIVER KEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYRIVERSIDE, AL, US$1,000
Paid GrantFRIENDS OF HURRICANE CREEKSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYTUSCALOOSA, AL, US$1,000
Paid GrantGREATER BIRMINGHAM MINISTRIESSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,000
Paid GrantMOMENTUMSUPPORT OF EDUCATIONPUBLIC CHARITYBIRMINGHAM, AL, US$1,000
Paid GrantSOUTHWINGSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYASHEVILLE, NC, US$1,000
Paid GrantWILD SOUTHSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYASHEVILLE, NC, US$1,000
Paid GrantALABAMA CITIZENS FOR CONSTITUTIONAL REFORMSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$500
Paid GrantARISE CITIZENS' POLICY PROJECTSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYMONTGOMERY, AL, US$500
Paid GrantATCHAFALAYA BASINKEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBATON ROUGE, LA, US$500
Paid GrantCAHABA RIVER KEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$500
Paid GrantCAMP MCDOWELLSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYNAUVOO, AL, US$500
Paid GrantSOUTH CAROLINA MARITIME HERITAGE FOUNDATIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYCHARLESTON, SC, US$300
Paid GrantALABAMA SUSTAINABLE AGRICULTURE NETWORKSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYHUNTSVILLE, AL, US$250
Paid GrantAMERICAN RIVERSSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYWASHINGTON, DC, US$250
Paid GrantAPPALACHIAN VOICESSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBOONE, NC, US$250
Paid GrantCAHABA RIVER SOCIETYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$250
Paid GrantCENTER FOR WATERSHED PROTECTIONSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYELLICOTT CITY, MD, US$250
Paid GrantCHOCTAWATCHEE RIVERKEEPERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBANKS, AL, US$250
Paid GrantCITIZENS COAL COUNCILSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYWASHINGTON, PA, US$250
Paid GrantFRESHWATER LAND TRUSTSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$250
Paid GrantFRIENDS OF BIG CANOE CREEKSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYSPRINGVILLE, AL, US$250
Paid GrantNATURE CONSERVANCYSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYALBERT LEA, MN, US$250
Paid GrantRUFFNER MOUNTAIN NATURE CENTERSUPPORT OF THE ORGANIZATIONPUBLIC CHARITYBIRMINGHAM, AL, US$250
Filing and Contact Details

Filer

EIN
63-1035698
Raw XML AppendixShowing 400 of 1,037 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue04950022
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV04345295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STOCKS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue03966
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0STOWERS LEASEHOLD POOL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV03966
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount092247
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0126464
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount029
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount0-126
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0460
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0219074
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-558448
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm02424
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss029
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0203438
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss0-126
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0221624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss019822
IRS990PF/BalanceSheets/CapitalStockBOY011724106
IRS990PF/BalanceSheets/CapitalStockEOY011724106
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04831110
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IRS990PF/BalanceSheets/InvestmentsLandEtcBOY02600000
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IRS990PF/BalanceSheets/InvestmentsLandEtcEOYFMV02600000
IRS990PF/BalanceSheets/InvestmentsOtherBOY03506
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV03966
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-2806271
IRS990PF/BalanceSheets/RetainedEarningsEOY0-3364719
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IRS990PF/BalanceSheets/TotalAssetsBOY08917835
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV07754660
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY08917835
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IRS990PF/BalanceSheets/TotalNetAssetsBOY08917835
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0126464
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11175392
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES-BHCAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES-DANA
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03048040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11215225
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-558448
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal08359387
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY08917835
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY08359387
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0442129
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0407129
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0442129
IRS990PF/DistributableAmount/MinimumInvestmentReturn0411198
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions035000
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04069
IRS990PF/DistributableAmount/TotalTax04069
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0635
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04069
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04069
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04704
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY07754660
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets08349195
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01144309
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04604886
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0125238
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets02600000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT OF ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SUPPORT OF THE ORGANIZATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SUPPORT OF EDUCATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20SUPPORT OF ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21SUPPORT OF EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26SUPPORT OF THE ORGANIZATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution29SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution30SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution31SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution32SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution34SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution35SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution36SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution37SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution38SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution39SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution40SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution41SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution42SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution43SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution44SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution45SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution46SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution47SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution48SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution49SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution50SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution51SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution52SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution53SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution54SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution55SUPPORT OF THE ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution56SUPPORT OF EDUCATION

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.25$0.62$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.15$0.57$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.07$0.59$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.06$0.58$0.52
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.08$0.65$0.57
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.10$0.87$0.77
2018Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.93$0.44$0.50
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.36$0.57$0.21
2016Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.26$0.72$0.46
2015Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.68$0.92$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.39$0.64$0.25
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.39$1.11$0.72
2012Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.77
2011Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.78
2010Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.71