Civic Intelligence

James Arthur Rae Charitable Trust

990PF • Fiscal year 2019 • EIN 86-0937247

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

Organization Profile
14602 N Tatum BlvdPhoenix, AZ 85032

(480) 425-1111

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.14x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$82,527

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

68th percentile

8.9%

Faster asset growth than 68% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

2.9%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$7,789,039

Up $635,699 (+8.9%) from 2018

Net Assets

Up

$7,702,149

Up $934,008 (+14%) from 2018

Liabilities

Down

$86,890

Down $298,309 (-77%) from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Up

$612,241

Up $17,461 (+2.9%) from 2018

Expenses

Down

$420,691

Down $192,190 (-31%) from 2018

Net Income

Up

$191,550

Up $209,651 (+1158%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2011: $6,848,698Liabilities 2011: $312,0732011Assets 2012: $6,884,723Liabilities 2012: $287,6942012Assets 2013: $7,424,320Liabilities 2013: $317,0702013Assets 2014: $7,402,529Liabilities 2014: $357,3502014Assets 2015: $7,082,031Liabilities 2015: $332,978Net Assets 2015: $6,749,0532015Assets 2016: $7,091,082Liabilities 2016: $369,773Net Assets 2016: $6,721,3092016Assets 2017: $7,715,894Liabilities 2017: $359,970Net Assets 2017: $7,355,9242017Assets 2018: $7,153,340Liabilities 2018: $385,199Net Assets 2018: $6,768,1412018Assets 2019: $7,789,039Liabilities 2019: $86,890Net Assets 2019: $7,702,1492019Assets 2020: $8,071,259Liabilities 2020: $65,781Net Assets 2020: $8,005,4782020Assets 2021: $6,805,365Liabilities 2021: $34,766Net Assets 2021: $6,770,5992021Assets 2022: $9,821,369Liabilities 2022: $60,542Net Assets 2022: $9,760,8272022Assets 2023: $9,938,426Liabilities 2023: $21,068Net Assets 2023: $9,917,3582023Assets 2024: $9,844,238Liabilities 2024: $16,614Net Assets 2024: $9,827,6242024

Highlighted filing

2019

Assets$7,789,039
Liabilities$86,890
Net Assets$7,702,149
Open 2019 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $516,312Expenses 2011: $477,943Net Income 2011: $38,3692011Revenue 2012: $664,103Expenses 2012: $461,717Net Income 2012: $202,3862012Revenue 2013: $743,952Expenses 2013: $493,477Net Income 2013: $250,4752013Revenue 2014: $549,318Expenses 2014: $531,445Net Income 2014: $17,8732014Revenue 2015: $626,560Expenses 2015: $522,653Net Income 2015: $103,9072015Revenue 2016: $733,629Expenses 2016: $697,892Net Income 2016: $35,7372016Revenue 2017: $628,436Expenses 2017: $598,794Net Income 2017: $29,6422017Revenue 2018: $594,780Expenses 2018: $612,881Net Income 2018: -$18,1012018Revenue 2019: $612,241Expenses 2019: $420,691Net Income 2019: $191,5502019Revenue 2020: $466,810Expenses 2020: $743,641Net Income 2020: -$276,8312020Revenue 2021: $1,139,466Expenses 2021: $798,572Net Income 2021: $340,8942021Revenue 2022: $3,750,881Expenses 2022: $702,462Net Income 2022: $3,048,4192022Revenue 2023: $784,308Expenses 2023: $636,247Net Income 2023: $148,0612023Revenue 2024: $600,629Expenses 2024: $702,169Net Income 2024: -$101,5402024

Highlighted filing

2019

Revenue$612,241
Expenses$420,691
Net Income$191,550
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYLAND LLCTrusteeFT$82,527-$82,527
Filing and Contact Details

Filer

Filer Name
James Arthur Rae Charitable Trust
EIN
86-0937247
Phone
4804251111
Address
14602 N TATUM BLVD, PHOENIX, AZ 85032

Signing Officer

Name
Daniel C Shufelt
Title
CFO
Signed
2020-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Raw XML AppendixShowing 400 of 472 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3TI PROJECT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4BUILDING FENCING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5BUILDING ELECTRICAL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6ROOFING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05426331
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01707
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2141436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3427134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MP122009 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MP062011 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BJM POOL VII INVESTMENTS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ANTELOPE 120, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01707
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040089
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt041264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt082527
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0480000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0164833
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0191550
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0347283
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0347283
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02132019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt092887
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0401774
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0231203
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0750
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt062950
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt043988
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0524217
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0420691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0612241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0612241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044217
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0255858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0836895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1614859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3163648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4418088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15243
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt627287
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5162294
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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/PropertyDesc0Morgan Stanley Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Morgan Stanley Long Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Northern Tr Cl Action
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Art
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1 Capital Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JPMorgan Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JPMorgan Long Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0191550
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt015473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0757931
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07717622
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04018
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0147490
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0147490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04693789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05426331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05426331
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0336809
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt021642
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0759281
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01810074
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01090102
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01050793
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04350000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06768141
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07702149
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0120451
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0108677
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0108677
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0582461
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0574744
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0574744
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07140700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08326029
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHOENIX
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARYLAND LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum04804251111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0470000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INTEREST MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ARIZONA BAPTIST CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02060 STONINGTON AVE STE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11779 N ALVERNON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOFFMAN ESTATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060169
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185712
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0480000
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/AppliedToCurrentYearAmt0470461
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053756
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0491838
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0524217
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021377
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053756
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0759281
LandEtcSchedule2/LandEtcGrp/BookValueAmt0812505
LandEtcSchedule2/LandEtcGrp/BookValueAmt1238288
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01571786
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1238288
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt03733930
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1616070
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0118866
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11585
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEFERRED LEASE COMMISSION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0103859
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14818
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0103859
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14818
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015473
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK-TAX TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENTAL DEFERRED COMMISSIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTIONS FLOW-THROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04797
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115007
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04797
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115007

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,789,039
Liabilities
$86,890
Net assets
$7,702,149
Revenue
$612,241
Expenses
$420,691
Net income
$191,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.84$0.02$9.83$0.60$0.70$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.94$0.02$9.92$0.78$0.64$0.15
2022Detailed filing. Detailed filing data is available for this year.$9.82$0.06$9.76$3.75$0.70$3.05
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.03$6.77$1.14$0.80$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.07$0.07$8.01$0.47$0.74$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.79$0.09$7.70$0.61$0.42$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.39$6.77$0.59$0.61$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.72$0.36$7.36$0.63$0.60$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.09$0.37$6.72$0.73$0.70$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.08$0.33$6.75$0.63$0.52$0.10
2014Summary only. Only limited summary data is available for this year.$7.40$0.36$0.55$0.53$0.02
2013Summary only. Only limited summary data is available for this year.$7.42$0.32$0.74$0.49$0.25
2012Summary only. Only limited summary data is available for this year.$6.88$0.29$0.66$0.46$0.20
2011Summary only. Only limited summary data is available for this year.$6.85$0.31$0.52$0.48$0.04