Civic Intelligence

The Litman Foundation

990PF • Fiscal year 2018 • EIN 75-2892769

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
3010 Lbj Freeway No 748Dallas, TX 75234

(214) 239-2666

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$11,782

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

59%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$35,609,521

Up $5,481,521 (+18%) from 2017

Net Assets

Up

$35,609,521

Up $5,485,160 (+18%) from 2017

Liabilities

Down

$0

Down $3,639 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin94th percentile

Revenue

Up

$7,941,493

Up $2,943,193 (+59%) from 2017

Expenses

Up

$2,379,637

Up $342,026 (+17%) from 2017

Net Income

Up

$5,561,856

Up $2,601,167 (+88%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,046,031Liabilities 2011: $02011Assets 2012: $28,307,077Liabilities 2012: $02012Assets 2013: $29,593,442Liabilities 2013: $02013Assets 2014: $29,161,932Liabilities 2014: $0Net Assets 2014: $29,161,9322014Assets 2015: $28,411,096Liabilities 2015: $0Net Assets 2015: $28,411,0962015Assets 2016: $26,810,381Liabilities 2016: $0Net Assets 2016: $26,810,3812016Assets 2017: $30,128,000Liabilities 2017: $3,639Net Assets 2017: $30,124,3612017Assets 2018: $35,609,521Liabilities 2018: $0Net Assets 2018: $35,609,5212018Assets 2019: $34,365,279Liabilities 2019: $1,447Net Assets 2019: $34,363,8322019Assets 2020: $34,856,819Liabilities 2020: $193Net Assets 2020: $34,856,6262020Assets 2021: $34,911,644Liabilities 2021: $1,349Net Assets 2021: $34,910,2952021Assets 2022: $37,198,129Liabilities 2022: $29Net Assets 2022: $37,198,1002022Assets 2023: $37,744,004Liabilities 2023: $0Net Assets 2023: $37,744,0042023Assets 2024: $37,636,217Liabilities 2024: $0Net Assets 2024: $37,636,2172024

Highlighted filing

2018

Assets$35,609,521
Liabilities$0
Net Assets$35,609,521
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,434,052Expenses 2011: $1,565,207Net Income 2011: $868,8452011Revenue 2012: $1,442,006Expenses 2012: $1,549,445Net Income 2012: -$107,4392012Revenue 2013: $3,555,957Expenses 2013: $2,169,592Net Income 2013: $1,386,3652013Revenue 2014: $1,727,177Expenses 2014: $2,158,687Net Income 2014: -$431,5102014Revenue 2015: $1,337,970Expenses 2015: $1,988,806Net Income 2015: -$650,8362015Revenue 2016: $235,637Expenses 2016: $1,853,222Net Income 2016: -$1,617,5852016Revenue 2017: $4,998,300Expenses 2017: $2,037,611Net Income 2017: $2,960,6892017Revenue 2018: $7,941,493Expenses 2018: $2,379,637Net Income 2018: $5,561,8562018Revenue 2019: $747,427Expenses 2019: $2,180,582Net Income 2019: -$1,433,1552019Revenue 2020: $637,646Expenses 2020: $144,852Net Income 2020: $492,7942020Revenue 2021: $2,152,453Expenses 2021: $2,098,784Net Income 2021: $53,6692021Revenue 2022: $4,799,036Expenses 2022: $2,086,853Net Income 2022: $2,712,1832022Revenue 2023: $2,370,732Expenses 2023: $1,910,371Net Income 2023: $460,3612023Revenue 2024: $1,873,769Expenses 2024: $2,058,351Net Income 2024: -$184,5822024

Highlighted filing

2018

Revenue$7,941,493
Expenses$2,379,637
Net Income$5,561,856
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S LITMANPresidentPT$0$11,782$11,782
MALIA A LITMANDirectorPT$0--
ROBERT B DIENERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Litman Foundation
EIN
75-2892769
Phone
2142392666
Address
3010 LBJ FREEWAY NO 748, DALLAS, TX 75234

Signing Officer

Name
David Litman
Title
President
Phone
2142392666
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carter & Company
Address
4305 MACARTHUR AVE, DALLAS, TX 75209
Preparer
Michael L Carter
Phone
2148800380
Raw XML AppendixShowing 400 of 438 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt034648781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt033396203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02241245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.295591
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02192568
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02241245
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt048677
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02241245
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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/IndividualWithBooksNm0DAVID S LITMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 748
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02142392666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID MALIA LITMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02142392666
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 748
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075234
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID S LITMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MALIA A LITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02198489
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HUMANITARIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL MS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 223623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25402 ARAPAHO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38750 N CENTRAL EXPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48111 LBY FREEWAY SUITE 425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475251
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02200969
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01781720
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01781720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0358038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0258906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0272260
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01348729
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0459525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0358038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0258906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0272260
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02241245
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0459525
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01348729
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0889204
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID AND MALIA LITMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03010 LBJ FREEWAY SUITE 748
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075234
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt076696
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON DONATED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024088
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024088
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0830
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt19698
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-2136
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UBTI FROM PASSTHROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0830
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19698
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0830
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19698
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-2136
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03639
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OTHERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03219
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt047285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/Amt148000
TaxesSchedule/TaxesDetail/Amt213000
TaxesSchedule/TaxesDetail/Amt327077
TaxesSchedule/TaxesDetail/CategoryTxt02018 BUSINESS INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt12018 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt22017 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,609,521
Liabilities
$0
Net assets
$35,609,521
Revenue
$7,941,493
Expenses
$2,379,637
Net income
$5,561,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$1.87$2.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.37$1.91$0.46
2022Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.80$2.09$2.71
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$2.15$2.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$0.64$0.14$0.49
2019Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$0.75$2.18$1.43
2018Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$7.94$2.38$5.56
2017Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$5.00$2.04$2.96
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$0.24$1.85$1.62
2015Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$1.34$1.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$1.73$2.16$0.43
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$3.56$2.17$1.39
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$1.44$1.55$0.11
2011Summary only. Only limited summary data is available for this year.$29.0$0.00$2.43$1.57$0.87