Civic Intelligence

Luriabudgor Family Foundation

990 • Fiscal year 2016 • EIN 77-0205301

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 05, 2017

Organization ProfileN/A
1264 Coast Village RoadSanta Barbara, CA 93108

(805) 969-9400

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

28th percentile

-4.1%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

2.1%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$8,418,437

Down $41,761 (-0.5%) from 2015

Net Assets

Down

$8,418,437

Down $35,032 (-0.4%) from 2015

Liabilities

Down

$0

Down $6,729 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin28th percentile

Revenue

Up

$667,355

Up $13,714 (+2.1%) from 2015

Expenses

Up

$694,786

Up $255,636 (+58%) from 2015

Net Income

Down

-$27,431

Down $241,922 (-113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,400,923Liabilities 2011: $0Net Assets 2011: $7,400,9232011Assets 2012: $7,537,839Liabilities 2012: $0Net Assets 2012: $7,537,8392012Assets 2013: $7,284,708Liabilities 2013: $0Net Assets 2013: $7,284,7082013Assets 2014: $8,237,174Liabilities 2014: $6,729Net Assets 2014: $8,230,4452014Assets 2015: $8,460,198Liabilities 2015: $6,729Net Assets 2015: $8,453,4692015Assets 2016: $8,418,437Liabilities 2016: $0Net Assets 2016: $8,418,4372016Assets 2017: $8,596,734Liabilities 2017: $0Net Assets 2017: $8,596,7342017Assets 2018: $9,105,698Liabilities 2018: $0Net Assets 2018: $9,105,6982018Assets 2019: $9,081,476Liabilities 2019: $0Net Assets 2019: $9,081,4762019Assets 2020: $9,104,962Liabilities 2020: $0Net Assets 2020: $9,104,9622020Assets 2021: $9,118,796Liabilities 2021: $0Net Assets 2021: $9,118,7962021Assets 2022: $11,743,051Liabilities 2022: $0Net Assets 2022: $11,743,0512022Assets 2023: $11,818,781Liabilities 2023: $0Net Assets 2023: $11,818,7812023Assets 2024: $11,492,274Liabilities 2024: $0Net Assets 2024: $11,492,2742024

Highlighted filing

2016

Assets$8,418,437
Liabilities$0
Net Assets$8,418,437
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $632,015Expenses 2011: $446,555Net Income 2011: $185,4602011Revenue 2012: $638,300Expenses 2012: $501,384Net Income 2012: $136,9162012Revenue 2013: $585,865Expenses 2013: $838,996Net Income 2013: -$253,1312013Revenue 2014: $1,307,414Expenses 2014: $361,677Net Income 2014: $945,7372014Revenue 2015: $653,641Expenses 2015: $439,150Net Income 2015: $214,4912015Revenue 2016: $667,355Expenses 2016: $694,786Net Income 2016: -$27,4312016Revenue 2017: $795,171Expenses 2017: $629,495Net Income 2017: $165,6762017Revenue 2018: $1,287,192Expenses 2018: $805,183Net Income 2018: $482,0092018Revenue 2019: $820,152Expenses 2019: $844,374Net Income 2019: -$24,2222019Revenue 2020: $708,675Expenses 2020: $685,189Net Income 2020: $23,4862020Revenue 2021: $755,127Expenses 2021: $741,293Net Income 2021: $13,8342021Revenue 2022: $3,625,685Expenses 2022: $909,911Net Income 2022: $2,715,7742022Revenue 2023: $930,325Expenses 2023: $1,301,713Net Income 2023: -$371,3882023Revenue 2024: $975,833Expenses 2024: $862,401Net Income 2024: $113,4322024

Highlighted filing

2016

Revenue$667,355
Expenses$694,786
Net Income-$27,431
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 5, 2017
Return Version
2016v3.0
Gross Receipts
$818,499
Mission and Program Overview

Mission

To make contributions to exempt organizations.

To make contributions to exempt organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,453,469$8,418,437▼ $35,032
Land, Buildings, and Equipment, Net$4,189,446$4,127,115▼ $62,331
Investments Other Securities$2,745,686$2,679,061▼ $66,625
Investments in Publicly Traded Securities$1,107,407$1,109,244▲ $1,837
Savings and Temporary Cash Investments$416,378$501,536▲ $85,158
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,460,198$8,418,437▼ $41,761
Other Assets Total$1,281$1,481▲ $200
Liabilities
Other Liabilities$6,729$0▼ $6,729
Total Liabilities$6,729$0▼ $6,729
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,453,469$8,418,437▼ $35,032
Total Liabilities and Net Assets / Fund Balance$8,460,198$8,418,437▼ $41,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,581,290$849,591-
Land$2,545,825--
Other Securities$147,660--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Leatrice LuriaPresident
Karen Luria BudgorVice-president/treasurer
Adam BudgorDirector
Diane SullivanDirector
Joan RothenbergDirector
Lauren KatzDirector
Maddy JacobsonDirector
Maurice SingerDirector
Mindy BudgorDirector
Paul GuidoDirector
Susan BoweyDirector
Ted FriedelDirector
Brady BowmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$441
Other Revenue
$666,914
Change in Net Assets
$-27,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$520,314
Other Expenses$174,472
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$520,314--$520,314
Fees for Services Management-$117,587-$117,587
Occupancy-$28,473-$28,473
Fees for Services Accounting-$11,855-$11,855
Office Expenses-$5,200-$5,200
Fees for Services Legal-$3,652-$3,652
Insurance-$2,477-$2,477
Other Expenses-$185-$185
All Other Expenses-$95-$95
Total Functional Expenses$520,314$174,472$0$694,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Annual Campaign$120,000
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)Capital Campaign$100,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Artist in Residence Program, Full Scholarship in Solo Piano, and Scholarship in Voice$75,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Library Resident/full Time Library Resident$43,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Friends of Luria Library Endowment Fund$40,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Construction Project Pledge$17,614
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Visionaries Circle$12,500
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Visionaries Circle$12,500
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)RUNNING START II ANGEL #5 OF 5$10,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Luria Family Math Student of the Year Award$10,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Sbcc Promise$10,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Lions of Judah$10,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Jewish Film Festival Sponsorship$10,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Library Weekend Hours$9,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)PRESIDENT'S SCHOLARSHIP$6,500
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Philosophy Debate Team$6,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Council Gift$5,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)RUNNING START ANGEL #5 OF 5$5,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Senior Programs$5,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Sponsorship$4,800
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)BENEFACTOR'S CIRCLE$2,700
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)WOMEN'S PHILANTHROPY SPONSOR$2,500
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Ethics Symposium$2,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Luria Japanese Language Scholarship$1,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Leatrice LuriaLEATRICE LURIA IS PRESIDENT OF THE FOUNDATION & OWNS 100% OF LURIA CO. LLC.THE FOUNDATION PAID MANAGEMENT FEES OF $117,587 TO LURIA COMPANY, LLC.No$117,587
Karen Luria-budgorKaren Luria-budgor Is Vice President of the FoundationTHE FOUNDATION PAID RENT OF $25,200 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES.No$25,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Leatrice luria is the mother and employer of karen luria budgor and the employer of brady bowman. Karen luria budgor is the mother of mindy budgor and adam budgor.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“The form 990 is located on guidestar.org. Also, a paper copy is available at the foundation's office upon request.”

Filing and Contact Details

Filer

Filer Name
Luria Foundation
EIN
77-0205301
Phone
8059699400
Address
1264 COAST VILLAGE ROAD, SANTA BARBARA, CA 93108

Signing Officer

Name
Leatrice Luria
Title
President
Phone
8059699400
Signed
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leatrice Luria
Formed
1988
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
Eileen F Sheridan
Phone
8059637811
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book/tax differences - llc investments -7,601.”

Raw XML AppendixShowing 400 of 800 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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IRS990/NetUnrelatedBusTxblIncmAmt0-3390
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028473
IRS990/OccupancyGrp/TotalAmt028473
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05200
IRS990/OfficeExpensesGrp/TotalAmt05200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01281
IRS990/OtherAssetsTotalGrp/EOYAmt01481
IRS990/OtherChangesInNetAssetsAmt0-7601
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES - UBTI
IRS990/OtherExpensesGrp/Desc1STATE TAXES - UBTI
IRS990/OtherExpensesGrp/Desc2MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02888
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11695
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3185
IRS990/OtherExpensesGrp/TotalAmt02888
IRS990/OtherExpensesGrp/TotalAmt11695
IRS990/OtherExpensesGrp/TotalAmt2365
IRS990/OtherExpensesGrp/TotalAmt3185
IRS990/OtherLiabilitiesGrp/BOYAmt06729
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/BusinessCd2523000
IRS990/OtherRevenueMiscGrp/Desc0FROM K-1: THE EVERGREE
IRS990/OtherRevenueMiscGrp/Desc1FROM K-1: GA JASPER OL
IRS990/OtherRevenueMiscGrp/Desc2FROM K-1: SB BK GROUP
IRS990/OtherRevenueMiscGrp/ExclusionAmt0136225
IRS990/OtherRevenueMiscGrp/ExclusionAmt153211
IRS990/OtherRevenueMiscGrp/ExclusionAmt240482
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0136225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt153211
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt240482
IRS990/OtherRevenueTotalAmt0235314
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LEATRICE LURIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0147500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0147500
IRS990/ProgSrvcAccomActy3Grp/Desc0SANTA BARBARA CITY COLLEGE FOUNDATION - TO PROVIDE FUNDING FOR: 1) FULL TIME LIBRARY RESIDENT 2) PRESIDENT'S COUNCIL 3) PRESIDENT'S SCHOLARSHIP 4) JAPANESE LANGUAGE SCHOLARSHIP 5) MATH STUDENT OF THE YEAR AWARD 6) CAMPAIGN FOR STUDENT SUCCESS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0167700
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0167700
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0102700
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0102700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0280750
IRS990/PYInvestmentIncomeAmt0110519
IRS990/PYOtherExpensesAmt0158400
IRS990/PYOtherRevenueAmt0543122
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0214491
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0439150
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0653641
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-27431
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0431600
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08453469
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08418437
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0416378
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0501536
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0692561
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0654761
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt030
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt032
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0692531
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0654729
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0171584
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0158400
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0458646
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0434030
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0434030
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0368718
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0368926
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt0208
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0368926
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0313810
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0368704
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt0151610
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0368718
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0520314
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt014
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt0151610
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0520314
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0368718
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0520314
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0520314
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt09265644
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt09102552
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0458959
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0377752
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01117608
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01157827
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0138985
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0136538
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt07689077
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt07566973
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09126659
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt08966014
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0319433
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0313810
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09265644
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09102552
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0319433
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0313810

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,418,437
Liabilities
$0
Net assets
$8,418,437
Revenue
$667,355
Expenses
$694,786
Net income
-$27,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$0.98$0.86$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.93$1.30$0.37
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$3.63$0.91$2.72
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.76$0.74$0.01
2020Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.71$0.69$0.02
2019Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.82$0.84$0.02
2018Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$1.29$0.81$0.48
2017Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.80$0.63$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.67$0.69$0.03
2015Detailed filing. Detailed filing data is available for this year.$8.46$0.01$8.45$0.65$0.44$0.21
2014Summary only. Only limited summary data is available for this year.$8.24$0.01$8.23$1.31$0.36$0.95
2013Summary only. Only limited summary data is available for this year.$7.28$0.00$7.28$0.59$0.84$0.25
2012Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$0.64$0.50$0.14
2011Summary only. Only limited summary data is available for this year.$7.40$0.00$7.40$0.63$0.45$0.19