Civic Intelligence

The Humphreys Foundation

990PF • Fiscal year 2022 • EIN 84-6021274

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
555 17th Street Suite 3200Denver, CO 80202

(303) 295-8095

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.82x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-167%

Higher net margin than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$1,381,877

Down $44,320 (-3.1%) from 2021

Net Assets

$1,347,877

No earlier filing loaded for comparison.

Liabilities

Up

$34,000

Up $25,000 (+278%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin6th percentile

Revenue

Down

$41,552

Down $132,919 (-76%) from 2021

Expenses

Down

$110,872

Down $28,386 (-20%) from 2021

Net Income

Down

-$69,320

Down $104,533 (-297%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,538,630Liabilities 2011: $0Net Assets 2011: $1,538,6302011Assets 2012: $1,507,213Liabilities 2012: $0Net Assets 2012: $1,507,2132012Assets 2013: $1,604,238Liabilities 2013: $0Net Assets 2013: $1,604,2382013Assets 2014: $1,621,796Liabilities 2014: $8,000Net Assets 2014: $1,613,7962014Assets 2015: $1,545,872Liabilities 2015: $4,000Net Assets 2015: $1,541,8722015Assets 2016: $1,526,173Liabilities 2016: $16,000Net Assets 2016: $1,510,1732016Assets 2017: $1,509,504Liabilities 2017: $16,000Net Assets 2017: $1,493,5042017Assets 2018: $1,494,885Liabilities 2018: $23,000Net Assets 2018: $1,471,8852018Assets 2019: $1,474,737Liabilities 2019: $14,000Net Assets 2019: $1,460,7372019Assets 2020: $1,399,140Liabilities 2020: $17,1562020Assets 2021: $1,426,197Liabilities 2021: $9,0002021Assets 2022: $1,381,877Liabilities 2022: $34,000Net Assets 2022: $1,347,8772022Assets 2023: $1,334,475Liabilities 2023: $23,0002023

Highlighted filing

2022

Assets$1,381,877
Liabilities$34,000
Net Assets$1,347,877
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100KExpenses 2011: $104,8322011Expenses 2012: $96,2102012Revenue 2013: $196,051Expenses 2013: $99,026Net Income 2013: $97,0252013Revenue 2014: $123,488Expenses 2014: $113,930Net Income 2014: $9,5582014Revenue 2015: $30,402Expenses 2015: $102,326Net Income 2015: -$71,9242015Revenue 2016: $64,200Expenses 2016: $95,899Net Income 2016: -$31,6992016Revenue 2017: $87,867Expenses 2017: $104,536Net Income 2017: -$16,6692017Revenue 2018: $89,832Expenses 2018: $111,451Net Income 2018: -$21,6192018Revenue 2019: $107,785Expenses 2019: $118,933Net Income 2019: -$11,1482019Revenue 2020: $28,650Expenses 2020: $107,403Net Income 2020: -$78,7532020Revenue 2021: $174,471Expenses 2021: $139,258Net Income 2021: $35,2132021Revenue 2022: $41,552Expenses 2022: $110,872Net Income 2022: -$69,3202022Revenue 2023: $101,919Expenses 2023: $138,321Net Income 2023: -$36,4022023

Highlighted filing

2022

Revenue$41,552
Expenses$110,872
Net Income-$69,320
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAMI POMERANTZPresident, T-$0--
LAURA DINANVP, Asst. Tr-$0--
LUCILLE E HAHNSecretary-$0--
ELIZABETH SHOEMAKERAssistant Se-$0--
JEAN P GUYTONDirector-$0--
SAMUEL P GUYTONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLORADO CPR ASSOCIATIONTRAIN NON-MEDICAL PROVIDERS OF CPRPCDENVER, CO, US$9,384
Paid GrantCOLORADO UPLIFTEDUCATION/CHARITYPCDENVER, CO, US$4,000
Paid GrantINVEST IN KIDSIMPROVE HEALTH & WELL BEING OF CHILDPCDENVER, CO, US$4,000
Paid GrantTHE ACTION CENTER (JEFFERSON COUNTYPROVIDE FOR BASIC HUMAN NEEDSPCLAKEWOOD, CO, US$4,000
Paid GrantVALLEY SETTLEMENT PROJECTIMPROVE SCHOOL REDINESS & ACHIEVEMENPCCARBONDALE, CO, US$4,000
Paid GrantCONFLICT CENTERVIOLENCE PREVENTIONPCDENVER, CO, US$3,000
Paid GrantDENVER INNER CITY PARISHTO EMPOWER PEOPLE IN NEEDPCDENVER, CO, US$3,000
Paid GrantEMILY GRIFFITH FOUNDATIONFINANCIAL SUPPORT-POST-SECONDARY EDUPCLAKEWOOD, CO, US$3,000
Paid GrantKARIS COMMUNITY HOMEPROVIDE HOUSING FOR THE MENTALLY DISPCDENVER, CO, US$3,000
Paid GrantSAME CAFEPROVIDE HEALTHY FOOD FOR EVERYONEPCDENVER, CO, US$3,000
Paid GrantSECOND WIND FUNDYOUTH SUICIDE PREVENTIONPCLAKEWOOD, CO, US$3,000
Paid GrantUNIVERSITY OF COLORADO FOUNDATION -EDUCATIONPCBOULDER, CO, US$3,000
Paid GrantCAPITAL HILL COMMUNITY SERVICESRELIABLE SOURCE OF NUTRITION FOR THEPCDENVER, CO, US$2,000
Paid GrantDENVER RESCUE MISSIONPROVIDING BASIC NEEDS FOR HOMELESS PPCDENVER, CO, US$2,000
Paid GrantENERGY OUTREACH COLORADOENERGY ASSISTANCEPCDENVER, CO, US$2,000
Paid GrantHABITAT FOR HUMANITY METRO DENVERBUILD AFFORDABLE HOMES FOR PEOPLE INPCDENVER, CO, US$2,000
Paid GrantHISTORY COLORADO CENTERHISTORIC PRESERVATIONPCDENVER, CO, US$2,000
Paid GrantJEWISH FAMILY SERVICES OF DENVERRESTORE WELL-BEING TO THE VULNERABLEPCDENVER, CO, US$2,000
Paid GrantMI CASA RESOURCE CENTER FOR WOMENEMPLOYMENT TRAINING FOR HISPANIC WOMPCDENVER, CO, US$2,000
Paid GrantSAFEHOUSE DENVER INCSHELTER AND SUPPORT FOR THE NEEDYPCDENVER, CO, US$2,000
Paid GrantSCHOLARS UNLIMITEDPROMOTE ACADEMIC SUCCESS FOR ELEMENTPCDENVER, CO, US$2,000
Paid GrantSTEPPING STONES OF CARBONDALEMENTORING PROGRAM DROP-IN CENTERS FPCCARBONDALE, CO, US$2,000
Paid GrantLEGAL AID FOUNDATION OF COLORADOLEGAL ASSISTANCE FOR INDIGENT POPULAPCDENVER, CO, US$1,500
Paid GrantANTI-DEFAMATION LEAGUE OF COLORADOEXPOSING HATE AND PURSUING EQUAL RIGPCDENVER, CO, US$1,000
Paid GrantCENTUS COUNSELING CONSULTING AND EDCOMMUNITY-BASED BEHAVIORAL HEALTH SEPCDENVER, CO, US$1,000
Paid GrantCOLORADO CENTER ON LAW AND POLICYEDUCATION AND INDIGENT SUPPORTPCDENVER, CO, US$1,000
Paid GrantCOLORADO SOCCER FOUNDATIONMAKE THE GAME OF SOCCER ACCESSABLE TPCAURORA, CO, US$1,000
Paid GrantCOLORADO SYMPHONY ASSOCIATIONCULTURAL EDUCATIONPCDENVER, CO, US$1,000
Paid GrantDEER HILL FOUNDATIONSCHOLARSHIPS FOR TEENS TO EXPEIENCEPCMANCOS, CO, US$1,000
Paid GrantDENVER MUSUEM OF NATURE AND SCIENCEEXHIBITIONS-WILDLIFE, HISTORIC CIVILPCDENVER, CO, US$1,000
Paid GrantFRIENDS OF BROOMFIELDSERVICES FOR TEENS AND ADULTS WITH DPCBROOMFIELD, CO, US$1,000
Paid GrantSAVE OUR YOUTHOUTREACH TO CHILDREN IN THE COMMUNITPCDENVER, CO, US$1,000
Paid GrantTHE DENVER ART MUSEUMCULTURAL EDUCATIONPCDENVER, CO, US$1,000
Paid GrantTHE KEMPE CHILDRENS FOUNDATIONPREVENTION AND TREATMENT OF CHILD ABPCAURORA, CO, US$1,000
Paid GrantVOLUNTEERS FOR OUTDOOR COLORADOOUTDOOR EDUCATION AND CONSERVATIONPCDENVER, CO, US$1,000
Paid GrantVOLUNTEERS OF AMERICAWORK WITH INDIGENT AND HOMELESSPCDENVER, CO, US$1,000
Paid GrantWESTERN MUSEUM OF MINING & INDUSTRYEXHIBITION OF CULTURAL MINING HISTORPCCOLORADO SPRINGS, CO, US$1,000
Filing and Contact Details

Filer

Filer Name
The Humphreys Foundation
EIN
84-6021274
Address
555 17TH STREET SUITE 3200, DENVER, CO 80202

Signing Officer

Name
Kami Pomerantz
Title
President, Treasurer
Phone
3032958095
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Mbp & Associates LLC
Address
PO BOX 526, ARVADA, CO 80001
Preparer
Melinda L Brewer
Phone
7202480204
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06837
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt041552
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt041552
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01421
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081884
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081884
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-69320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0236130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06837
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06837
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01421
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02959
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019727
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt085218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt041552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt660060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1084544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-6091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-9544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-6091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-9544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt653340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1075000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113114
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/PropertyDesc016 MASTERCARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 EMERSON ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225,000 WELLS FARGO & CO 3.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc315 EMBECTA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc475 CONOCO PHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510 BOOKING HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,152.482 JHANCOCK INTL GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725,000 MERCK & CO INC 2.4%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc860 PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95 O'REILY AUTOMOTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc107,678.608 VANGUARD S-T INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1133 RAYTHEON TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01421
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6091
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-69320
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01347877
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01417197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01347877
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103334
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103334
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103334
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103633
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0299
IRS990PF/DistributableAmountGrp/TotalTaxAmt0299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02160
IRS990PF/FMVAssetsEOYAmt02008496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0203163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0201399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0195420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01157063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01002091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01636116
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt09000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt034000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01417197
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01347877
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065971
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04480
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04480
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01426197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01381877
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02008496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt034000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01426197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01381877
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01417197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01347877
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0173907
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0172480
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02104221
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02079204
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031563
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02072658
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02104221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAMI POMERANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA DINAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LUCILLE E HAHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH SHOEMAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEAN P GUYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SAMUEL P GUYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, ASST. TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASSISTANT SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0555 17TH STREET SUITE 3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1555 17TH STREET SUITE 3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2555 17TH STREET SUITE 3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3555 17TH STREET SUITE 3200

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,381,877
Liabilities
$34,000
Net assets
$1,347,877
Revenue
$41,552
Expenses
$110,872
Net income
-$69,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.33$0.02$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.35$0.04$0.11$0.07
2021Summary only. Only limited summary data is available for this year.$1.43$0.01$0.17$0.14$0.04
2020Summary only. Only limited summary data is available for this year.$1.40$0.02$0.03$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.01$1.46$0.11$0.12$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.02$1.47$0.09$0.11$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.02$1.49$0.09$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.51$0.06$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.54$0.03$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.20$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10