Civic Intelligence

Jackson Heath Education Fund C/O Trust Tax Dept Mac P6540-400

990PF • Fiscal year 2016 • EIN 81-6061602

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization Profile
1525 W Wt Harris Blvd Mac D1114-044Charlotte, NC 28288

(704) 590-2828

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$10,304

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$726,380

Down $17,369 (-2.3%) from 2015

Net Assets

Down

$726,380

Down $17,369 (-2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin12th percentile

Revenue

Down

$38,940

Down $14,985 (-28%) from 2015

Expenses

Up

$55,746

Up $144 (+0.3%) from 2015

Net Income

Down

-$16,806

Down $15,129 (-902%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2011: $725,814Liabilities 2011: $0Net Assets 2011: $725,8142011Assets 2012: $733,317Liabilities 2012: $659Net Assets 2012: $732,6582012Assets 2013: $752,285Liabilities 2013: $3Net Assets 2013: $752,2822013Assets 2014: $745,267Liabilities 2014: $0Net Assets 2014: $745,2672014Assets 2015: $743,749Liabilities 2015: $0Net Assets 2015: $743,7492015Assets 2016: $726,380Liabilities 2016: $0Net Assets 2016: $726,3802016Assets 2017: $732,216Liabilities 2017: $0Net Assets 2017: $732,2162017Assets 2018: $711,001Liabilities 2018: $0Net Assets 2018: $711,0012018Assets 2019: $688,707Liabilities 2019: $0Net Assets 2019: $688,7072019Assets 2020: $660,092Liabilities 2020: $0Net Assets 2020: $660,0922020Assets 2021: $630,086Liabilities 2021: $0Net Assets 2021: $630,0862021Assets 2022: $563,181Liabilities 2022: $0Net Assets 2022: $563,1812022Assets 2023: $543,590Liabilities 2023: $0Net Assets 2023: $543,5902023Assets 2024: $519,816Liabilities 2024: $0Net Assets 2024: $519,8162024

Highlighted filing

2016

Assets$726,380
Liabilities$0
Net Assets$726,380
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $67,6002011Expenses 2012: $66,7252012Revenue 2013: $82,126Expenses 2013: $63,646Net Income 2013: $18,4802013Revenue 2014: $52,008Expenses 2014: $58,262Net Income 2014: -$6,2542014Revenue 2015: $53,925Expenses 2015: $55,602Net Income 2015: -$1,6772015Revenue 2016: $38,940Expenses 2016: $55,746Net Income 2016: -$16,8062016Revenue 2017: $62,630Expenses 2017: $56,880Net Income 2017: $5,7502017Revenue 2018: $49,713Expenses 2018: $71,219Net Income 2018: -$21,5062018Revenue 2019: $45,031Expenses 2019: $84,619Net Income 2019: -$39,5882019Revenue 2020: $51,952Expenses 2020: $80,553Net Income 2020: -$28,6012020Revenue 2021: $65,889Expenses 2021: $95,844Net Income 2021: -$29,9552021Revenue 2022: $31,743Expenses 2022: $98,476Net Income 2022: -$66,7332022Revenue 2023: $93,393Expenses 2023: $111,628Net Income 2023: -$18,2352023Revenue 2024: $95,922Expenses 2024: $119,531Net Income 2024: -$23,6092024

Highlighted filing

2016

Revenue$38,940
Expenses$55,746
Net Income-$16,806
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$10,304-$10,304
Filing and Contact Details

Filer

Filer Name
Jackson Heath Education Fund
EIN
81-6061602
Phone
7045902828
Address
1525 W WT HARRIS BLVD MAC D1114-044, CHARLOTTE, NC 28288

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
7045902828
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Daniel S Miller CPA
Phone
4062455136
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt025493
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt025493
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt099443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024657
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt021400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0432
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03658
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt038940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt038940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014283
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt098893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0550
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0563
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0726943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0743749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0726380
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt063607
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt063607
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt063607
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt064100
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0493
IRS990PF/DistributableAmountGrp/TotalTaxAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0552
IRS990PF/FMVAssetsEOYAmt01308876
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0743749
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0726380
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0179109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt099575
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt097237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0340516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0343661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0442377
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0215591
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0701709
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt067553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt067553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0743749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0726380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01308876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0743749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0726380
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0743749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0726380
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01301520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041101
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0558710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019523
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0701709
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt064100
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01281997
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01301520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O IFS FIDUCIARY TAX SERVICE 1525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0WEST WT HARRIS BLVD MAC D1114-044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt062327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt039076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt043712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.034870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01281997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01228139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01245893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0609962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01046013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01050185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt041425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243086
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041425
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041425
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041425
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O IFS FIDUCIARY TAX SERVICE 1525
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0WEST WT HARRIS BLVD MAC D1114-044

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$726,380
Liabilities
$0
Net assets
$726,380
Revenue
$38,940
Expenses
$55,746
Net income
-$16,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.96$1.20$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.93$1.12$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.32$0.98$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.66$0.96$0.30
2020Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.52$0.81$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.45$0.85$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.50$0.71$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$0.63$0.57$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.39$0.56$0.17
2015Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.54$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.52$0.58$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.82$0.64$0.18
2012Detailed filing. Detailed filing data is available for this year.$7.33$0.01$7.33$0.67
2011Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.68