Civic Intelligence

Luriabudgor Family Foundation

990 • Fiscal year 2019 • EIN 77-0205301

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

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.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

29th percentile

-3.0%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

35th percentile

-0.3%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$9,081,476

Down $24,222 (-0.3%) from 2018

Net Assets

Down

$9,081,476

Down $24,222 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin29th percentile

Revenue

Down

$820,152

Down $467,040 (-36%) from 2018

Expenses

Up

$844,374

Up $39,191 (+4.9%) from 2018

Net Income

Down

-$24,222

Down $506,231 (-105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$9,081,476
Liabilities$0
Net Assets$9,081,476
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$820,152
Expenses$844,374
Net Income-$24,222
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,885,481
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$9,105,698$9,081,476▼ $24,222
Land, Buildings, and Equipment, Net$4,002,453$3,940,122▼ $62,331
Investments Other Securities$3,240,703$3,505,981▲ $265,278
Investments in Publicly Traded Securities$1,046,396$1,264,068▲ $217,672
Savings and Temporary Cash Investments$815,341$361,321▼ $454,020
Accounts Receivable$0$6,529▲ $6,529
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,105,698$9,081,476▼ $24,222
Other Assets Total$805$3,455▲ $2,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,105,698$9,081,476▼ $24,222
Total Liabilities and Net Assets / Fund Balance$9,105,698$9,081,476▼ $24,222

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,394,297$1,036,584-
Land$2,545,825--
Other Securities$392,027--
Compensation and Service Providers
Top Officer Pay21st 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
$312,574
Other Revenue
$507,578
Change in Net Assets
$-24,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$522,550
Other Expenses$321,824
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$522,550--$522,550
Fees for Services Management-$127,387-$127,387
Occupancy-$35,838-$35,838
Fees for Services Accounting-$9,930-$9,930
Insurance-$2,777-$2,777
Office Expenses-$2,600-$2,600
Fees for Services Legal-$563-$563
Other Expenses-$412-$412
All Other Expenses-$355-$355
Total Functional Expenses$522,550$321,824$0$844,374
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)THROUGH VINCENT'S EYES$100,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Annual Campaign$85,000
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 City CollegeSanta Barbara, CA509(a)(1)Friends of the Luria Library$43,000
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)Annual Fund$35,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Spring Forward$32,900
Music Academy of the WestSanta Barbara, CA509(a)(1)Opening Night Gala$25,000
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Jewish Film Festival Sponsorship$20,000
Music Academy of the WestSanta Barbara, CA509(a)(1)STEINWAY SOLO PIANO COMPETITION & WINNER'S RECITAL TOUR$15,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Red Piano Fundraiser$15,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)PRESIDENT'S CIRCLE$12,500
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)PRESIDENT'S CIRCLE$12,500
Music Academy of the WestSanta Barbara, CA509(a)(1)Leatrice Luria Scholarship$10,000
Music Academy of the WestSanta Barbara, CA509(a)(1)Luria Budgor Scholarship$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)Friends of the Luria Library$9,000
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)PRESIDENT'S SCHOLARSHIP$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)BENEFACTOR'S CIRCLE$2,700
Santa Barbara City CollegeSanta Barbara, CA509(a)(1)Japanese Language Scholarship$1,200
Santa Barbara Jewish FederationSanta Barbara, CA509(a)(1)Emergency Fund$0
Santa Barbara Museum of ArtSanta Barbara, CA509(a)(1)Artful Affairs Sponsor - Salon Enthusiast$0
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 $127,387 TO LURIA COMPANY, LLC.No$127,387
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 35% controlled entity
Yes
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
2020-07-10
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
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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/NetAssetsOrFundBalancesBOYAmt09105698
IRS990/NetAssetsOrFundBalancesEOYAmt09081476
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0101602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101602
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0447749
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0447749
IRS990/NetUnrelatedBusTxblIncmAmt0-2320
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt035838
IRS990/OccupancyGrp/TotalAmt035838
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02600
IRS990/OfficeExpensesGrp/TotalAmt02600
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0805
IRS990/OtherAssetsTotalGrp/EOYAmt03455
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES - UBTI
IRS990/OtherExpensesGrp/Desc1STATE TAXES - UBTI
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt095782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145312
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2868
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3412
IRS990/OtherExpensesGrp/TotalAmt095782
IRS990/OtherExpensesGrp/TotalAmt145312
IRS990/OtherExpensesGrp/TotalAmt2868
IRS990/OtherExpensesGrp/TotalAmt3412
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/BusinessCd2523000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME - ORDINARY GAIN FROM
IRS990/OtherRevenueMiscGrp/Desc1FROM K-1: COMPASS DIVERSIFIED HOL
IRS990/OtherRevenueMiscGrp/Desc2FROM K-1: GA AUGUSTA WRIGHTSBORO
IRS990/OtherRevenueMiscGrp/ExclusionAmt032480
IRS990/OtherRevenueMiscGrp/ExclusionAmt114019
IRS990/OtherRevenueMiscGrp/ExclusionAmt29399
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114019
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt29399
IRS990/OtherRevenueTotalAmt059829
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/ExpenseAmt0142450
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0142450
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/ExpenseAmt0120100
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0120100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0522645
IRS990/PYInvestmentIncomeAmt0143801
IRS990/PYOtherExpensesAmt0282538
IRS990/PYOtherRevenueAmt01143391
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0482009
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0805183
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01287192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-24222
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0447749
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09105698
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09081476
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0815341
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0361321
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0878005
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0708675
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt062331
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0101602
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt049959
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0776403
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0658716
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0226042
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0202528
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0589632
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0443816
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0443816
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0250702
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0377244
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt0126542
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0377244
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0338703
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0250702
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0250702
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0522550
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0522550
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt011053
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0261755
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0533603
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0522550
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt011053
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0261755
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0522250
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0250702
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0522550
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0522550
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/CurrentYearAmt09846687
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt09824605
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0588491
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0853599
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01190682
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01036132
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0147700
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0147369
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt08067514
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt07934874
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt09698987
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09677236
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0339465
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0338703
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,081,476
Liabilities
$0
Net assets
$9,081,476
Revenue
$820,152
Expenses
$844,374
Net income
-$24,222
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