Civic Intelligence

H E and Ruby Pelz Tr 2

990PF • Fiscal year 2020 • EIN 74-6392477

Jun 01, 2019 to May 31, 2020 • Filed on Jul 08, 2020

Organization Profile
PO Box 1496Marshall, TX 75671-1496

(903) 926-6371

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-21%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$884,200

Down $23,501 (-2.6%) from 2019

Net Assets

Down

$884,200

Down $23,501 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin16th percentile

Revenue

Down

$69,008

Down $18,505 (-21%) from 2019

Expenses

Up

$93,814

Up $602 (+0.6%) from 2019

Net Income

Down

-$24,806

Down $19,107 (-335%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2011: $791,522Liabilities 2011: $0Net Assets 2011: $791,5222011Assets 2012: $769,731Liabilities 2012: $0Net Assets 2012: $769,7312012Assets 2013: $746,060Liabilities 2013: $0Net Assets 2013: $746,0602013Assets 2014: $752,231Liabilities 2014: $0Net Assets 2014: $752,2312014Assets 2015: $791,471Liabilities 2015: $0Net Assets 2015: $791,4712015Assets 2016: $803,457Liabilities 2016: $0Net Assets 2016: $803,4572016Assets 2017: $851,971Liabilities 2017: $0Net Assets 2017: $851,9712017Assets 2018: $907,385Liabilities 2018: $0Net Assets 2018: $907,3852018Assets 2019: $907,701Liabilities 2019: $0Net Assets 2019: $907,7012019Assets 2020: $884,200Liabilities 2020: $0Net Assets 2020: $884,2002020Assets 2021: $845,124Liabilities 2021: $0Net Assets 2021: $845,1242021Assets 2022: $863,887Liabilities 2022: $0Net Assets 2022: $863,8872022Assets 2023: $857,872Liabilities 2023: $0Net Assets 2023: $857,8722023Assets 2024: $911,149Liabilities 2024: $0Net Assets 2024: $911,1492024Assets 2025: $872,655Liabilities 2025: $0Net Assets 2025: $872,6552025

Highlighted filing

2020

Assets$884,200
Liabilities$0
Net Assets$884,200
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KExpenses 2011: $74,3952011Expenses 2012: $68,8822012Expenses 2013: $71,6272013Revenue 2014: $76,565Expenses 2014: $69,907Net Income 2014: $6,6582014Revenue 2015: $124,647Expenses 2015: $84,253Net Income 2015: $40,3942015Revenue 2016: $94,152Expenses 2016: $86,785Net Income 2016: $7,3672016Revenue 2017: $132,340Expenses 2017: $93,009Net Income 2017: $39,3312017Revenue 2018: $134,643Expenses 2018: $87,435Net Income 2018: $47,2082018Revenue 2019: $87,513Expenses 2019: $93,212Net Income 2019: -$5,6992019Revenue 2020: $69,008Expenses 2020: $93,814Net Income 2020: -$24,8062020Revenue 2021: $63,287Expenses 2021: $101,414Net Income 2021: -$38,1272021Revenue 2022: $125,678Expenses 2022: $105,099Net Income 2022: $20,5792022Revenue 2023: $103,468Expenses 2023: $108,014Net Income 2023: -$4,5462023Revenue 2024: $164,036Expenses 2024: $109,572Net Income 2024: $54,4642024Revenue 2025: $75,294Expenses 2025: $111,793Net Income 2025: -$36,4992025

Highlighted filing

2020

Revenue$69,008
Expenses$93,814
Net Income-$24,806
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY M ABNEYSecretary Co Trustee-$10,571-$10,571
RICHARD B ABNEYCo Trustee-$0--
SCOTT RECTENWALDCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
H E and Ruby Pelz Tr 2
EIN
74-6392477
Address
PO BOX 1496, MARSHALL, TX 75671-1496

Signing Officer

Name
Scott Rectenwald
Title
Trustee
Phone
9039383300
Signed
2020-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Christopher L Fyffe PC
Address
PO Box 2089, Marshall, TX 75671
Preparer
Cary M Abney CPA PFS
Phone
9039382229
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt229768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt384394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4127424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7128276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13103
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/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc076 ANADARKO PETE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OCCIDENTAL PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2240 ISHARES RUSSELL 2000 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310291 FIDELITY ADVISOR INVEST GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc412181 PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5394 KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6499 PLAINS ALL AMERICAN PIPELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc712181 PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8335 ISHARES RUSSELL 2000 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc964 CORTEVA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1022 OCCIDENTAL PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11912 ETRACS ALERIAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12101 PLAINS ALL AMERICAN PIPELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PIMCO CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05707
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-7804
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01337
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02642
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0885537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0907701
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0884200
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt076369
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt076369
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt076369
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077318
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0949
IRS990PF/DistributableAmountGrp/TotalTaxAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01508137
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021217
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0833504
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0817478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01441415
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0907701
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0884200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052980
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt041422
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt041422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0907701
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0884200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01508137
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0907701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0884200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0907701
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0884200
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01569911
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01484620
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023549
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01546362
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01569911
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD B ABNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT RECTENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARY M ABNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1110 W FANNIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075671
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275671
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt075442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt075917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt072569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt067006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt073874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt068747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01546362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01539131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01516185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01331287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01326507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01379768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt072268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243934
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt072268
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt072268
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt072268
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$884,200
Liabilities
$0
Net assets
$884,200
Revenue
$69,008
Expenses
$93,814
Net income
-$24,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.75$1.12$0.36
2024Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$1.64$1.10$0.54
2023Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$1.03$1.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.26$1.05$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.63$1.01$0.38
2020Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.69$0.94$0.25
2019Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.88$0.93$0.06
2018Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$1.35$0.87$0.47
2017Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$1.32$0.93$0.39
2016Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.94$0.87$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.25$0.84$0.40
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.77$0.70$0.07
2013Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.72
2012Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.69
2011Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.74