Civic Intelligence

Carl & Lilly Thrift Charitable Trust

990PF • Fiscal year 2021 • EIN 76-6204243

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 15, 2022

Organization Profile
P O Box 23559St Petersburg, FL 33742

(954) 828-1298

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

77th percentile

37%

Higher net margin than 77% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$17,301

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

53rd percentile

7.7%

Faster asset growth than 53% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

264%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$810,103

Up $58,111 (+7.7%) from 2020

Net Assets

Up

$810,103

Up $58,111 (+7.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin77th percentile

Revenue

Up

$149,185

Up $108,189 (+264%) from 2020

Expenses

Down

$93,746

Down $4,540 (-4.6%) from 2020

Net Income

Up

$55,439

Up $112,729 (+197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.0M$500K$0Assets 2011: $975,744Liabilities 2011: $49,5452011Assets 2012: $940,515Liabilities 2012: $50,4702012Assets 2013: $909,338Liabilities 2013: $55,0102013Assets 2014: $868,624Liabilities 2014: $54,6552014Assets 2015: $883,964Liabilities 2015: $02015Assets 2017: $784,024Liabilities 2017: $0Net Assets 2017: $784,0242017Assets 2018: $751,886Liabilities 2018: $0Net Assets 2018: $751,8862018Assets 2019: $808,320Liabilities 2019: $0Net Assets 2019: $808,3202019Assets 2020: $751,992Liabilities 2020: $0Net Assets 2020: $751,9922020Assets 2021: $810,103Liabilities 2021: $0Net Assets 2021: $810,1032021Assets 2022: $724,892Liabilities 2022: $0Net Assets 2022: $724,8922022Assets 2023: $684,156Liabilities 2023: $0Net Assets 2023: $684,1562023Assets 2024: $689,181Liabilities 2024: $0Net Assets 2024: $689,1812024

Highlighted filing

2021

Assets$810,103
Liabilities$0
Net Assets$810,103
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100KRevenue 2011: $158,925Expenses 2011: $69,957Net Income 2011: $88,9682011Revenue 2012: $27,935Expenses 2012: $70,820Net Income 2012: -$42,8852012Revenue 2013: $35,979Expenses 2013: $75,084Net Income 2013: -$39,1052013Revenue 2014: $32,858Expenses 2014: $75,568Net Income 2014: -$42,7102014Revenue 2015: $88,991Expenses 2015: $20,807Net Income 2015: $68,1842015Revenue 2017: $67,499Expenses 2017: $96,542Net Income 2017: -$29,0432017Revenue 2018: $52,280Expenses 2018: $90,572Net Income 2018: -$38,2922018Revenue 2019: $143,008Expenses 2019: $87,253Net Income 2019: $55,7552019Revenue 2020: $40,996Expenses 2020: $98,286Net Income 2020: -$57,2902020Revenue 2021: $149,185Expenses 2021: $93,746Net Income 2021: $55,4392021Revenue 2022: $13,552Expenses 2022: $100,399Net Income 2022: -$86,8472022Revenue 2023: $41,776Expenses 2023: $83,841Net Income 2023: -$42,0652023Revenue 2024: $101,401Expenses 2024: $96,096Net Income 2024: $5,3052024

Highlighted filing

2021

Revenue$149,185
Expenses$93,746
Net Income$55,439
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,301-$17,301
Filing and Contact Details

Filer

Filer Name
Carl & Lilly Thrift Charitable Trust
EIN
76-6204243
Phone
9548281298
Address
P O BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Joe Weaver
Title
Trustee
Phone
9548281298
Signed
2022-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Joseph B Hull
Phone
8043444548
Raw XML AppendixShowing 400 of 445 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/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01281908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043505
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01238403
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019229
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt063134
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01262679
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01281908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0RAYMOND JAMES TRUST NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 23559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt082255
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt082255
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 23559
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033742
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RAYMOND JAMES TRUST N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum09548281298
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEXAS CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOUSTON HOSPICE & PALLIATIVE CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANGEL FLIGHT SOUTH CENTRAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MAKE A WISH FOUNDATION OF THE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AUSTIN COUNTY A&M CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN BRANDY RARIDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1RANA MCCELLAND PRESIDENT & CEO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2C/O ELIZABETH HANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3TEXAS GULF COAST & LOUISIANAINC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4ATTN STEVEN JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01919 SOUTH BRAESWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11905 HOLCOMBE BOULVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312625 SOUTHWEST FREEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ADDISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STAFFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BELLVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1770304123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477418
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075335
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt061225
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131090
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029473
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021030
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140923
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0301
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 INCOME POSTED IN 2022
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0469
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01306

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$810,103
Liabilities
$0
Net assets
$810,103
Revenue
$149,185
Expenses
$93,746
Net income
$55,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.01$0.96$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.42$0.84$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.14$1.00$0.87
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.49$0.94$0.55
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.41$0.98$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.43$0.87$0.56
2018Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.52$0.91$0.38
2017Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.67$0.97$0.29
2015Summary only. Only limited summary data is available for this year.$8.84$0.00$0.89$0.21$0.68
2014Summary only. Only limited summary data is available for this year.$8.69$0.55$0.33$0.76$0.43
2013Summary only. Only limited summary data is available for this year.$9.09$0.55$0.36$0.75$0.39
2012Summary only. Only limited summary data is available for this year.$9.41$0.50$0.28$0.71$0.43
2011Summary only. Only limited summary data is available for this year.$9.76$0.50$1.59$0.70$0.89