Civic Intelligence

Luriabudgor Family Foundation

990 • Fiscal year 2018 • EIN 77-0205301

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,105,698

Up $508,964 (+5.9%) from 2017

Net Assets

Up

$9,105,698

Up $508,964 (+5.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin86th percentile

Revenue

Up

$1,287,192

Up $492,021 (+62%) from 2017

Expenses

Up

$805,183

Up $175,688 (+28%) from 2017

Net Income

Up

$482,009

Up $316,333 (+191%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$9,105,698
Liabilities$0
Net Assets$9,105,698
Open 2018 Filing

Operations Trend

Revenue Growth90th 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

2018

Revenue$1,287,192
Expenses$805,183
Net Income$482,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,465,396
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$8,596,734$9,105,698▲ $508,964
Investments Other Securities$3,646,075$4,287,099▲ $641,024
Land, Buildings, and Equipment, Net$4,064,784$4,002,453▼ $62,331
Savings and Temporary Cash Investments$884,895$815,341▼ $69,554
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,596,734$9,105,698▲ $508,964
Other Assets Total$980$805▼ $175
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,596,734$9,105,698▲ $508,964
Total Liabilities and Net Assets / Fund Balance$8,596,734$9,105,698▲ $508,964

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,456,628$974,253-
Land$2,545,825--
Other Securities$616,811--
Compensation and Service Providers
Top Officer Pay20th percentile

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
$143,801
Other Revenue
$1,143,391
Change in Net Assets
$482,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$522,645
Other Expenses$282,538
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$522,645--$522,645
Fees for Services Management-$123,605-$123,605
Occupancy-$35,714-$35,714
Fees for Services Accounting-$12,500-$12,500
Insurance-$2,574-$2,574
Office Expenses-$2,200-$2,200
Other Expenses-$131-$131
All Other Expenses-$95-$95
Total Functional Expenses$522,645$282,538$0$805,183
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)2016 CAPITAL CAMPAIGN PLEDGE #3 OF 3$100,000
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)VOLESKA SOARES LEAN SPONSOR PLEDGE #2 OF 2$60,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Artist in Residence Program, Full Scholarship in Solo Piano, and Scholarship in Voice$50,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Emergency Fund$50,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Library Resident/full Time Library Resident$43,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Annual Campaign$35,000
Music Academy of the WestSanta Barbara, CA509(a)(1)STEINWAY SOLO PIANO COMPETITION & WINNER'S RECITAL TOUR$30,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Jewish Film Festival Sponsorship$20,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Music Academy and Community Access Programs$15,000
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)PRESIDENT'S SCHOLARSHIP$12,250
Music Academy of the WestSanta Barbara, CA509(a)(1)Solo Piano First Prize$10,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Luria Family Math Student of the Year Award$10,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Lions of Judah$10,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)SCHMOOZE ROOM MEAL PROGRAM PLEDGE #2 OF 5$10,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Library Weekend Hours$9,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Council Gift$5,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)WOMEN'S PHILANTHROPY SPONSOR$5,000
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)Museum of Contemporaries$4,750
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)Artful Affairs Sponsor - Salon Enthusiast$4,745
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)BENEFACTOR'S CIRCLE$2,700
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 $123,605 TO LURIA COMPANY, LLC.No$123,605
Karen Luria-budgorKaren Luria-budgor Is Vice President of the FoundationTHE FOUNDATION PAID RENT OF $28,800 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES.No$28,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
2019-05-13
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 20,477. Suspended losses 6,478.”

Raw XML AppendixShowing 400 of 792 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/NetUnrelatedBusTxblIncmAmt0602579
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt035714
IRS990/OccupancyGrp/TotalAmt035714
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02200
IRS990/OfficeExpensesGrp/TotalAmt02200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0980
IRS990/OtherAssetsTotalGrp/EOYAmt0805
IRS990/OtherChangesInNetAssetsAmt026955
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES - UBTI
IRS990/OtherExpensesGrp/Desc1STATE TAXES - UBTI
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt080010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3131
IRS990/OtherExpensesGrp/TotalAmt080010
IRS990/OtherExpensesGrp/TotalAmt124860
IRS990/OtherExpensesGrp/TotalAmt2849
IRS990/OtherExpensesGrp/TotalAmt3131
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/BusinessCd2523000
IRS990/OtherRevenueMiscGrp/Desc0FROM K-1: BUTLER CREEK PARTNERS L
IRS990/OtherRevenueMiscGrp/Desc1FROM K-1: BRITTANY PARNTERS
IRS990/OtherRevenueMiscGrp/Desc2FROM K-1: THE EVERGREEN ADVANTAGE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0402929
IRS990/OtherRevenueMiscGrp/ExclusionAmt1150283
IRS990/OtherRevenueMiscGrp/ExclusionAmt2122349
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0402929
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1150283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2122349
IRS990/OtherRevenueTotalAmt0705625
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LEATRICE LURIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0172195
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0172195
IRS990/ProgSrvcAccomActy3Grp/Desc0SANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0130000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0130000
IRS990/ProgSrvcAccomActyOtherGrp/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/ProgSrvcAccomActyOtherGrp/ExpenseAmt0100450
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0100450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0451720
IRS990/PYInvestmentIncomeAmt071838
IRS990/PYOtherExpensesAmt0177775
IRS990/PYOtherRevenueAmt0723333
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0165676
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0629495
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0795171
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0482009
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0437766
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08596734
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09105698
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0884895
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0815341
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0708675
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0667746
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt049959
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0658716
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0667746
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0202528
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0177775
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0443816
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0427640
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0427640
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0322747
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0363494
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt040747
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0363494
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0326071
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0260890
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0322747
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt061857
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0522645
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0261755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt061857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0261755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0261755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt061857
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0522645
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0322747
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0522645
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0522645
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/CurrentYearAmt09824605
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt09458176
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0853599
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0696696
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01036132
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01107427
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0147369
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0141873
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt07934874
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt07654053
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09677236
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09316303
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0338703
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0326071
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt09824605
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt09458176
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0338703
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0326071

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,105,698
Liabilities
$0
Net assets
$9,105,698
Revenue
$1,287,192
Expenses
$805,183
Net income
$482,009
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