Civic Intelligence

Beightler Squires Charitable Trust

990PF • Fiscal year 2013 • EIN 77-6183959

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization Profile
360 E 1st St Pmb3192780

(714) 665-9591

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-2.2%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,493,805

Up $185,459 (+14%) from 2012

Net Assets

Up

$1,493,805

Up $185,459 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin82nd percentile

Revenue

$54,338

No earlier filing loaded for comparison.

Expenses

Down

$35,360

Down $16,623 (-32%) from 2012

Net Income

$18,978

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,246,534Liabilities 2010: $0Net Assets 2010: $1,246,5342010Assets 2011: $1,213,483Liabilities 2011: $12011Assets 2012: $1,308,346Liabilities 2012: $0Net Assets 2012: $1,308,3462012Assets 2013: $1,493,805Liabilities 2013: $0Net Assets 2013: $1,493,8052013Assets 2014: $1,611,004Liabilities 2014: $12014Assets 2015: $1,565,860Liabilities 2015: $0Net Assets 2015: $1,565,8602015Assets 2016: $1,656,916Liabilities 2016: $0Net Assets 2016: $1,656,9162016Assets 2017: $1,872,339Liabilities 2017: $0Net Assets 2017: $1,872,3392017Assets 2018: $1,673,425Liabilities 2018: $0Net Assets 2018: $1,673,4252018Assets 2019: $1,993,622Liabilities 2019: $0Net Assets 2019: $1,993,6222019Assets 2020: $2,197,867Liabilities 2020: $0Net Assets 2020: $2,197,8672020Assets 2021: $2,498,230Liabilities 2021: $0Net Assets 2021: $2,498,2302021Assets 2022: $1,865,048Liabilities 2022: $0Net Assets 2022: $1,865,0482022Assets 2023: $2,138,791Liabilities 2023: $12023

Highlighted filing

2013

Assets$1,493,805
Liabilities$0
Net Assets$1,493,805
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $42,5662010Revenue 2011: $56,854Expenses 2011: $66,735Net Income 2011: -$9,8812011Expenses 2012: $51,9832012Revenue 2013: $54,338Expenses 2013: $35,360Net Income 2013: $18,9782013Revenue 2014: $43,798Expenses 2014: $43,729Net Income 2014: $692014Revenue 2015: $47,602Expenses 2015: $76,798Net Income 2015: -$29,1962015Revenue 2016: $51,160Expenses 2016: $73,521Net Income 2016: -$22,3612016Revenue 2017: $64,521Expenses 2017: $77,400Net Income 2017: -$12,8792017Revenue 2018: $57,932Expenses 2018: $111,954Net Income 2018: -$54,0222018Revenue 2019: $57,376Expenses 2019: $130,370Net Income 2019: -$72,9942019Revenue 2020: $67,977Expenses 2020: $99,435Net Income 2020: -$31,4582020Revenue 2021: $96,132Expenses 2021: $211,575Net Income 2021: -$115,4432021Revenue 2022: $162,069Expenses 2022: $169,413Net Income 2022: -$7,3442022Revenue 2023: $131,184Expenses 2023: $136,844Net Income 2023: -$5,6602023

Highlighted filing

2013

Revenue$54,338
Expenses$35,360
Net Income$18,978
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN R DAVISTrustee-$0--
BRENDA S DAVISTrustee-$0--
Filing and Contact Details

Filer

EIN
77-6183959
Phone
7146659591

Signing Officer

Name
Lynn Davis
Title
Trustee
Phone
7146659591
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Donald G Berkheimer
Phone
7148383688
Raw XML AppendixShowing 400 of 568 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BAC CAPITAL TRUST VIII GTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BANK OF AMERICA CORP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DEUTSCHE BANK CAP FUND IX PFD 6.625%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GOLDMAN SACHS GROUP INC PFD 6.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ING GROEP NV PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHAES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SELECT SECTOR SPDR TRUST CONSUMER DIS DELECT IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SPDR TR S&P500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD DIVIDEND APPRECIATION ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD CRSP US LARGE AP INDEX
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt054338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03101
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt033625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt033625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt051237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt051237
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018978
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0443294
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03101
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052628
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0345231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt194961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0359554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PER LIST ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PER LIST ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03101
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-11222
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018978
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0166481
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01493805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01308346
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01493805
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061779
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061779
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061779
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062832
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01053
IRS990PF/DistributableAmountGrp/TotalTaxAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-2074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02074
IRS990PF/FMVAssetsEOYAmt01493805
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0106426
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt077788
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt077788
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01171920
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01416017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01416017
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01308346
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01493805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01308346
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01493805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01493805
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01308346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01493805
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01308346
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01493805
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01275775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01191703
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062832
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01256638
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01275775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYNN R DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRENDA S DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10360 E 1ST PMB31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11360 E 1ST PMB31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0TUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1TUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode092780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode192780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt040246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt043018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01256638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01182893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01029333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01141011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0926880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0967292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229305
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033650
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033650
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033650
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,493,805
Liabilities
$0
Net assets
$1,493,805
Revenue
$54,338
Expenses
$35,360
Net income
$18,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.14$0.00$0.13$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.16$0.17$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.10$0.21$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.06$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.11$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.06$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.05$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.05$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.04$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.06$0.07$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04