Civic Intelligence

The Pegasus Springs Foundation Inc.

990PF • Fiscal year 2017 • EIN 82-6117572

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
30 Partridge RdReading, MA 01867

(978) 664-9222

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

$585,550

No earlier filing loaded for comparison.

Net Assets

$585,550

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

$616,478

No earlier filing loaded for comparison.

Expenses

$30,759

No earlier filing loaded for comparison.

Net Income

$585,719

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $585,550Liabilities 2017: $0Net Assets 2017: $585,5502017Assets 2018: $1,601,580Liabilities 2018: $0Net Assets 2018: $1,601,5802018Assets 2019: $1,637,022Liabilities 2019: $1Net Assets 2019: $1,637,0222019Assets 2020: $1,649,950Liabilities 2020: $1Net Assets 2020: $1,649,9502020Assets 2021: $1,763,393Liabilities 2021: $1Net Assets 2021: $1,763,3932021Assets 2022: $1,655,744Liabilities 2022: $1Net Assets 2022: $1,655,7442022Assets 2023: $1,614,799Liabilities 2023: $1Net Assets 2023: $1,614,7992023Assets 2024: $1,636,051Liabilities 2024: $0Net Assets 2024: $1,636,0512024

Highlighted filing

2017

Assets$585,550
Liabilities$0
Net Assets$585,550
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $616,478Expenses 2017: $30,759Net Income 2017: $585,7192017Revenue 2018: $1,068,254Expenses 2018: $58,539Net Income 2018: $1,009,7152018Revenue 2019: $488,780Expenses 2019: $453,338Net Income 2019: $35,4422019Revenue 2020: $326,626Expenses 2020: $313,698Net Income 2020: $12,9282020Revenue 2021: $308,909Expenses 2021: $189,557Net Income 2021: $119,3522021Revenue 2022: $270,325Expenses 2022: $402,947Net Income 2022: -$132,6222022Revenue 2023: $255,051Expenses 2023: $242,675Net Income 2023: $12,3762023Revenue 2024: $179,525Expenses 2024: $261,684Net Income 2024: -$82,1592024

Highlighted filing

2017

Revenue$616,478
Expenses$30,759
Net Income$585,719
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORRAINE MARTINPresidentPT$0--
CRAIG MARTINDirectorPT$0--
LORRAINE MARTINTreasurerPT$0--
CRAIG MARTINClerkPT$0--
LORRAINE MARTINDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Pegasus Springs Foundation
EIN
82-6117572
Phone
9786649222
Address
30 PARTRIDGE RD, READING, MA 01867

Signing Officer

Name
Lorraine Martin
Title
President
Phone
9786649222
Signed
2018-05-11

Preparer

Firm
James Kelleher CPA LLC
Address
200 PARK ST, NORTH READING, MA 01864-2348
Preparer
James F Kelleher Iii CPA
Phone
9782763111
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5192.753 PRINCIPAL MID CAP INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6344.116 PRUDENTIAL TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7409.165 TEMPLETON GLOBAL TOTAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82124 LOCKHEED MARTIN CORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0220
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0585719
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0169
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0585719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0585550
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024667
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024667
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024667
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04755
IRS990PF/DistributableAmountGrp/TotalTaxAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04755
IRS990PF/FMVAssetsEOYAmt0610150
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0585550
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032354
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032354
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0553196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0577796
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0585550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0610150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0585550
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0585550
IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0597409
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0597409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029422
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0588448
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0597409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LORRAINE MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CRAIG MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LORRAINE MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CRAIG MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LORRAINE MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Clerk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt030 Partridge Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt130 Partridge Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt230 Partridge Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt330 Partridge Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt430 Partridge Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Reading
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Reading
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Reading
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Reading
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Reading
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028000
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/UndistributedIncomePY1Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 Park St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Reading
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001864
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Commonwealth Financial Network
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786649222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLUE RIBBON SCHOOLS OF EXCELLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024667
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03333
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03333
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03333
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LORRAINE MARTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0707 Miller Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Alexandria
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022314
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0598458
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0598458
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LOCKHEED MARTIN STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-06-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0169
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1URECAP. SEC. 1250 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08606
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt113
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08606
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMONWEALTH FINANCIAL NETWORK INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02588
TaxesSchedule/TaxesDetail/Amt0171
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0171
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORRAINE MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,550
Liabilities
$0
Net assets
$585,550
Revenue
$616,478
Expenses
$30,759
Net income
$585,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.26$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.26$0.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.40$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.31$0.19$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.33$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.49$0.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.07$0.06$1.01
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.62$0.03$0.59