Civic Intelligence

Phillips Foundation

990PF • Fiscal year 2021 • EIN 64-6020136

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
PO Box 471Columbus, MS 39703

(662) 327-8401

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

87th percentile

59%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

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

Asset Growth

47th percentile

6.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

94th percentile

308%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$5,316,303

Up $338,461 (+6.8%) from 2020

Net Assets

Up

$5,315,627

Up $338,271 (+6.8%) from 2020

Liabilities

Up

$676

Up $190 (+39%) from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin87th percentile

Revenue

Up

$571,037

Up $430,956 (+308%) from 2020

Expenses

Up

$231,623

Up $40,065 (+21%) from 2020

Net Income

Up

$339,414

Up $390,891 (+759%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,439,975Liabilities 2010: $3282010Assets 2011: $4,485,934Liabilities 2011: $3082011Assets 2012: $4,423,821Liabilities 2012: $350Net Assets 2012: $4,423,4712012Assets 2013: $4,433,695Liabilities 2013: $416Net Assets 2013: $4,433,2792013Assets 2014: $4,492,136Liabilities 2014: $416Net Assets 2014: $4,491,7202014Assets 2015: $4,502,716Liabilities 2015: $441Net Assets 2015: $4,502,2752015Assets 2016: $4,889,290Liabilities 2016: $442Net Assets 2016: $4,888,8482016Assets 2017: $4,935,995Liabilities 2017: $440Net Assets 2017: $4,935,5552017Assets 2018: $5,050,311Liabilities 2018: $431Net Assets 2018: $5,049,8802018Assets 2019: $5,022,612Liabilities 2019: $271Net Assets 2019: $5,022,3412019Assets 2020: $4,977,842Liabilities 2020: $486Net Assets 2020: $4,977,3562020Assets 2021: $5,316,303Liabilities 2021: $676Net Assets 2021: $5,315,6272021Assets 2022: $5,342,604Liabilities 2022: $756Net Assets 2022: $5,341,8482022Assets 2023: $5,302,311Liabilities 2023: $756Net Assets 2023: $5,301,5552023Assets 2024: $5,303,393Liabilities 2024: $756Net Assets 2024: $5,302,6372024

Highlighted filing

2021

Assets$5,316,303
Liabilities$676
Net Assets$5,315,627
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $148,828Expenses 2010: $165,113Net Income 2010: -$16,2852010Revenue 2011: $240,507Expenses 2011: $194,528Net Income 2011: $45,9792011Expenses 2012: $192,9452012Revenue 2013: $212,746Expenses 2013: $202,938Net Income 2013: $9,8082013Revenue 2014: $293,545Expenses 2014: $235,104Net Income 2014: $58,4412014Revenue 2015: $213,103Expenses 2015: $202,548Net Income 2015: $10,5552015Revenue 2016: $579,813Expenses 2016: $193,240Net Income 2016: $386,5732016Revenue 2017: $285,208Expenses 2017: $238,501Net Income 2017: $46,7072017Revenue 2018: $361,508Expenses 2018: $247,183Net Income 2018: $114,3252018Revenue 2019: $198,420Expenses 2019: $225,959Net Income 2019: -$27,5392019Revenue 2020: $140,081Expenses 2020: $191,558Net Income 2020: -$51,4772020Revenue 2021: $571,037Expenses 2021: $231,623Net Income 2021: $339,4142021Revenue 2022: $240,768Expenses 2022: $217,210Net Income 2022: $23,5582022Revenue 2023: $197,542Expenses 2023: $237,835Net Income 2023: -$40,2932023Revenue 2024: $226,324Expenses 2024: $225,355Net Income 2024: $9692024

Highlighted filing

2021

Revenue$571,037
Expenses$231,623
Net Income$339,414
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE S HAZARD JRPresident-$0--
ALAN WILLIAMSTrustee-$0--
JAMES WOODARDTrustee-$0--
JOHN DAVISTrustee-$0--
GORDON FLOWERSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Phillips Foundation
EIN
64-6020136
Phone
6623278401
Address
PO BOX 471, COLUMBUS, MS 39703

Signing Officer

Name
George Hazard
Title
Trustee
Phone
6623296565
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
T E Lott & Company Pa
Address
PO BOX 471, COLUMBUS, MS 39703
Preparer
Robert Whitaker CPA
Phone
6623285387
Raw XML AppendixShowing 400 of 434 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE S HAZARD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALAN WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES WOODARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GORDON FLOWERS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd039701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd139705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd239702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd339701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd439701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0173972
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0173972
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0126766
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0519042
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0126447
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0121616
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0144213
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0107751
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0441186
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0107480
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0103374
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0122581
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01991-11-06
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0173972
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0692499
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0146502
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0171956
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0200069
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0173972
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0692499
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0146502
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0171956
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0200069
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0216205
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0765089
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0204117
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0173565
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0171202
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TE LOTT COMPANY PA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0221 NORTH 7TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd039701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06623285387
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MEDICAL SERVICES, PHARMACEUTICAL AND SUSTENANCE FOR INDIGENT INDIVIDUALS WHO ARE RESIDENTS OF LOWNDES COUNTY, MS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0173972
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHMENT "A"
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS BECKY BOYD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06623278401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0116 5TH ST NORTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd039701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHMENT "B" - PURPOSES AS PROVIDED IN ORIGINAL TRUST DOCUMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1158572
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEALS ON WHEELS - VALLEY INNOVATIVE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DRUGS, MEALS, MEDICAL SUPPLIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DIABETES FUND RAISER - YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MEALS ON WHEELS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VARIOUS INDIGENT INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA - DIABETESPARKINSONS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd139701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd239701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0173972
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06385
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET TAX LOT ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt493
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05242
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027299
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01252
TaxesSchedule/TaxesDetail/Amt1446
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00

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
$5,316,303
Liabilities
$676
Net assets
$5,315,627
Revenue
$571,037
Expenses
$231,623
Net income
$339,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.23$0.23$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.20$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.24$0.22$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.57$0.23$0.34
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.20$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.36$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.58$0.19$0.39
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.21$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.29$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.21$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.19
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$0.24$0.19$0.05
2010Summary only. Only limited summary data is available for this year.$4.44$0.00$0.15$0.17$0.02