Civic Intelligence

Penrose Foundation

990PF • Fiscal year 2019 • EIN 75-2456902

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
777 Main Street No 3250Fort Worth, TX 76102

(817) 332-1328

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$12,918

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-1.1%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,229,330

Up $71,978 (+6.2%) from 2018

Net Assets

Up

$1,229,330

Up $71,978 (+6.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Down

$186,452

Down $2,004 (-1.1%) from 2018

Expenses

Up

$114,474

Up $5,901 (+5.4%) from 2018

Net Income

Down

$71,978

Down $7,905 (-9.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $863,940Liabilities 2011: $02011Assets 2012: $863,215Liabilities 2012: $02012Assets 2013: $880,012Liabilities 2013: $0Net Assets 2013: $880,0122013Assets 2014: $945,534Liabilities 2014: $0Net Assets 2014: $945,5342014Assets 2015: $972,246Liabilities 2015: $0Net Assets 2015: $972,2462015Assets 2016: $1,034,085Liabilities 2016: $0Net Assets 2016: $1,034,0852016Assets 2017: $1,077,469Liabilities 2017: $0Net Assets 2017: $1,077,4692017Assets 2018: $1,157,352Liabilities 2018: $0Net Assets 2018: $1,157,3522018Assets 2019: $1,229,330Liabilities 2019: $0Net Assets 2019: $1,229,3302019Assets 2020: $1,271,017Liabilities 2020: $0Net Assets 2020: $1,271,0172020Assets 2021: $1,547,617Liabilities 2021: $0Net Assets 2021: $1,547,6172021Assets 2022: $1,493,027Liabilities 2022: $0Net Assets 2022: $1,493,0272022Assets 2023: $1,380,371Liabilities 2023: $0Net Assets 2023: $1,380,3712023Assets 2024: $1,342,962Liabilities 2024: $0Net Assets 2024: $1,342,9622024

Highlighted filing

2019

Assets$1,229,330
Liabilities$0
Net Assets$1,229,330
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$400K$200K$0-$200KRevenue 2011: $26,364Expenses 2011: $49,671Net Income 2011: -$23,3072011Revenue 2012: $80,547Expenses 2012: $81,272Net Income 2012: -$7252012Revenue 2013: $69,257Expenses 2013: $52,460Net Income 2013: $16,7972013Revenue 2014: $139,452Expenses 2014: $73,930Net Income 2014: $65,5222014Revenue 2015: $116,796Expenses 2015: $90,084Net Income 2015: $26,7122015Revenue 2016: $152,221Expenses 2016: $90,382Net Income 2016: $61,8392016Revenue 2017: $139,909Expenses 2017: $96,525Net Income 2017: $43,3842017Revenue 2018: $188,456Expenses 2018: $108,573Net Income 2018: $79,8832018Revenue 2019: $186,452Expenses 2019: $114,474Net Income 2019: $71,9782019Revenue 2020: $166,198Expenses 2020: $124,511Net Income 2020: $41,6872020Revenue 2021: $389,601Expenses 2021: $113,001Net Income 2021: $276,6002021Revenue 2022: $109,079Expenses 2022: $163,669Net Income 2022: -$54,5902022Revenue 2023: $42,656Expenses 2023: $155,312Net Income 2023: -$112,6562023Revenue 2024: $114,632Expenses 2024: $152,041Net Income 2024: -$37,4092024

Highlighted filing

2019

Revenue$186,452
Expenses$114,474
Net Income$71,978
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON SCHIEFFER MAYESDirector/VPPT$12,918-$12,918
PATRICIA P SCHIEFFERDirector/Pres-$0--
YOLANDA CORNEJO GARCIADirector-$0--
ROBERT P EVANSDirector/Secretary-$0--
SUSAN N SCHIEFFERDirector-$0--
SHARON S BAIRDDirector-$0--
J THOMAS SCHIEFFERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Penrose Foundation
EIN
75-2456902
Phone
8173321328
Address
777 MAIN STREET NO 3250, FORT WORTH, TX 76102

Signing Officer

Name
Patricia P Schieffer
Title
Director
Phone
8173321328
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Sproles Woodard Llp
Address
777 MAIN STREET SUITE 3250, FORT WORTH, TX 76102
Preparer
Gregory V Taylor
Phone
8173321328
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0176452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62006-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt740598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt822400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt412744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt612776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-10207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt830997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt412744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt612776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-10207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt830997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt338891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt853397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016637
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/PropertyDesc0GOODYEAR TIRE & RUBBER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CELGENE CORP**MERGER 11/2019**
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ANADARKO PETROLEUM CORP **LMERGER 08/2019**
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ABBVIE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ADOBE INC (DELAWARE)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PAYPAL HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6THERMO FISHER SCIENTIFIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TAPESTRY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TIFFANY & CO NEW COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PFIZER CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0147456
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt071978
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01229330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01157352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01229330
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099197
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099197
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099197
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100844
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01647
IRS990PF/DistributableAmountGrp/TotalTaxAmt01647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01680
IRS990PF/FMVAssetsEOYAmt02203622
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt024726
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018253
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01089961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01169746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02144040
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0859
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0859
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01157352
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01229330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042661
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt041329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt041329
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01157352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01229330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02203622
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01157352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01229330
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01157352
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01229330
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02047589
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062014
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01985575
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030714
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100844
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02016875
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02047589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,330
Liabilities
$0
Net assets
$1,229,330
Revenue
$186,452
Expenses
$114,474
Net income
$71,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.39$0.11$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.17$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.19$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.19$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.15$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.14$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.03$0.05$0.02