Civic Intelligence

Mcgrath Investment Foundation

990PF • Fiscal year 2016 • EIN 84-1307861

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
P O Box 1284Englewood, CO 80150-1284

(303) 762-8448

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-283%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,451,079

Down $151,227 (-5.8%) from 2015

Net Assets

Down

$2,451,079

Down $131,921 (-5.1%) from 2015

Liabilities

Down

$0

Down $19,306 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$46,672

Down $59,648 (-56%) from 2015

Expenses

Down

$178,593

Down $8,296 (-4.4%) from 2015

Net Income

Down

-$131,921

Down $51,352 (-64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,718,926Liabilities 2010: $0Net Assets 2010: $2,718,9262010Assets 2011: $2,749,840Liabilities 2011: $0Net Assets 2011: $2,749,8402011Assets 2012: $2,728,791Liabilities 2012: $0Net Assets 2012: $2,728,7912012Assets 2013: $2,710,437Liabilities 2013: $0Net Assets 2013: $2,710,4372013Assets 2014: $2,663,569Liabilities 2014: $0Net Assets 2014: $2,663,5692014Assets 2015: $2,602,306Liabilities 2015: $19,306Net Assets 2015: $2,583,0002015Assets 2016: $2,451,079Liabilities 2016: $0Net Assets 2016: $2,451,0792016Assets 2017: $2,212,971Liabilities 2017: $0Net Assets 2017: $2,212,9712017Assets 2018: $2,333,312Liabilities 2018: $0Net Assets 2018: $2,333,3122018Assets 2019: $2,428,425Liabilities 2019: $0Net Assets 2019: $2,428,4252019Assets 2020: $2,448,308Liabilities 2020: $88,639Net Assets 2020: $2,359,6692020Assets 2021: $1,939,506Liabilities 2021: $5,000Net Assets 2021: $1,934,5062021Assets 2022: $1,721,691Liabilities 2022: $44,000Net Assets 2022: $1,677,6912022Assets 2023: $1,028,026Liabilities 2023: $25,000Net Assets 2023: $1,003,0262023Assets 2024: $319,322Liabilities 2024: $0Net Assets 2024: $319,3222024

Highlighted filing

2016

Assets$2,451,079
Liabilities$0
Net Assets$2,451,079
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $146,9032010Expenses 2011: $164,9842011Expenses 2012: $176,2342012Revenue 2013: $166,016Expenses 2013: $184,370Net Income 2013: -$18,3542013Revenue 2014: $130,507Expenses 2014: $177,375Net Income 2014: -$46,8682014Revenue 2015: $106,320Expenses 2015: $186,889Net Income 2015: -$80,5692015Revenue 2016: $46,672Expenses 2016: $178,593Net Income 2016: -$131,9212016Revenue 2017: $311,116Expenses 2017: $549,224Net Income 2017: -$238,1082017Revenue 2018: $227,174Expenses 2018: $106,833Net Income 2018: $120,3412018Revenue 2019: $201,531Expenses 2019: $106,418Net Income 2019: $95,1132019Revenue 2020: $668,937Expenses 2020: $737,693Net Income 2020: -$68,7562020Revenue 2021: $277,799Expenses 2021: $702,962Net Income 2021: -$425,1632021Revenue 2022: $50,685Expenses 2022: $307,500Net Income 2022: -$256,8152022Revenue 2023: $173,500Expenses 2023: $848,165Net Income 2023: -$674,6652023Revenue 2024: -$103,468Expenses 2024: $580,236Net Income 2024: -$683,7042024

Highlighted filing

2016

Revenue$46,672
Expenses$178,593
Net Income-$131,921
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PENAPresident-$0--
BRUCE K MCGRATHDirector-$0--
BARBARA L MCGRATHDirector-$0--
TRACEY MCGRATHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATURAL RESOURCE DEFENSE COUNCILWORK TO PROTECT WILDLIFE AND WILD PLACES AND TO ENSURE A HEALTHY ENVIRONMENT FOR ALL LIFE ON EARTHPCNEW YORK, NY, US$34,964
Paid GrantCLEAN WATER ACTION FUNDRESTORE AND PROTECT CLEAN WATER. ADVANCE CLEAN ENERGY FUTURE THAT CREATES JOBS AND DOES NOT HARM OUR WATER. PREVENT TOXIC POLLUTION & HEALTH HARM.PCWASHINGTON DC, DC, US$15,000
Paid GrantCORNUCOPIA INSTITUTEGENERALPCCORNUCOPIA, WI, US$15,000
Paid GrantNATURE CONSERVANCY OF COLORADONATURE CONSERVANCYPCBOULDER, CO, US$13,000
Paid GrantPLANNED PARENTHOODHEALTHCAREPCDENVER, CO, US$12,000
Paid GrantCOLORADO PUBLIC RADIOPUBLIC RADIOPCCENTENNIAL, CO, US$10,000
Paid GrantKENT DENVER SCHOOLEDUCATIONPCENGLEWOOD, CO, US$10,000
Paid GrantDESCHUTES BASIN LAND TRUSTGENERALPCBEND, OR, US$10,000
Paid GrantPLANNED PARENTHOOD COLUMBIAHEALTHCAREPCPORTLAND, OR, US$10,000
Paid GrantOREGON FOOD BANKGENERALPCPORTLAND, OR, US$10,000
Paid GrantBATEMAN HORNE CENTEREMPOWERING PATIENTS, ADVANCING RESEARCH, AND INPROVING CLINICAL CARE FOR ALL THOSE IMPACTED BY ME/CFS AND FIBROMYALGIAPCSALT LAKE CITY, UT, US$10,000
Paid GrantUNIVERSITY OF COLORADO FOUNDATIONMOVEMENT DISORDER CENTERPCAURORA, CO, US$9,285
Paid GrantGREENWOOD WILDLIFE REHAB CENTERGENERALPCLONGMONT, CO, US$2,482
Paid GrantBREAKTRHOUGH KENT DENVERGENERALPCENGLEWOOD, CO, US$2,000
Filing and Contact Details

Filer

Filer Name
Mcgrath Family Foundation
EIN
84-1307861
In Care Of
% ANN PENA
Phone
3037628448
Address
P O BOX 1284, ENGLEWOOD, CO 80150-1284

Signing Officer

Name
Bruce Mcgrath
Title
Director
Phone
3037628448
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Marrs Sevier & Company LLC
Address
230 SOUTH HOLLAND STREET, LAKEWOOD, CO 80226
Preparer
Melinda Brewer
Phone
3039226654
Raw XML AppendixShowing 400 of 671 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-8100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-4174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-13009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-77
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-1246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-1454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-15291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3166472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt553733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt656900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7196350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt895826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9196991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1414989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1513988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1917711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2012289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2184709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc028.932 SPDR S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16.068 SPDR S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc223 SPDR S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc312267.64 DODGE & COX INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42199.413 DODGE & COX INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53959.683 DODGE & COX INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64029.758 CAUSEWAY INTL VAL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71143.365 DODGE & COX INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc88183.306 VANGUARD MKT NEUTL INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc918584.071 WELLS FARGO ABS RET I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10994.194 WESTWOOD INC OPP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111095.69 WESTWOOD INC OPP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12846.974 WESTWOOD INC OPP I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1335.791 GATEWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14524.659 GATEWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15489.603 GATEWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16254.728 T ROWE NEW HORIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17324.244 T ROWE NEW HORIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18388.199 VANGUARD EQ INC ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19325.929 CAP INC BLDR F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20226.15 CAP INC BLDR F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc217570.023 TEMPLE GBL BD ADVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-16324
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-131921
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02451079
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02583000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02451079
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0159353
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0159353
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0159353
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0159842
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0489
IRS990PF/DistributableAmountGrp/TotalTaxAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01995-05-19
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0908
IRS990PF/FMVAssetsEOYAmt03154649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0345000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0580200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0559359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02187162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01772023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02496434
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt019306
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0290
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01450
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01160
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01160
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt070144
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt097696
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt097696
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02602306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02451079
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03154649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt019306
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02602306
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02451079
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02583000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02451079
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02583000
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02451079
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03245525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0101625
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03143900
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0159842
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03196842
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03245525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN PENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRUCE K MCGRATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BARBARA L MCGRATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TRACEY MCGRATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 1284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 1284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 1284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O BOX 1284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0801501284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1801501284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2801501284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3801501284
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0154075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0154564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0167050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0161606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0165536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0155946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0147491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046213

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,451,079
Liabilities
$0
Net assets
$2,451,079
Revenue
$46,672
Expenses
$178,593
Net income
-$131,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.10$0.58$0.68
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.17$0.85$0.67
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.04$1.68$0.05$0.31$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$0.28$0.70$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.09$2.36$0.67$0.74$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.20$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.23$0.11$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.31$0.55$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.05$0.18$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$0.11$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.13$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.18$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15