Civic Intelligence

Achelis Foundation DBA Steven B Achelis Foundation

990PF • Fiscal year 2017 • EIN 87-0481479

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization Profile
6154 Oak Canyon DriveSalt Lake City, UT 84121

(801) 560-5733

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,242,415

Up $4,691 (+0.4%) from 2016

Net Assets

Up

$1,242,415

Up $4,691 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin57th percentile

Revenue

Down

$75,081

Down $70,152 (-48%) from 2016

Expenses

Down

$70,390

Down $4,947 (-6.6%) from 2016

Net Income

Down

$4,691

Down $65,205 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,052,127Liabilities 2011: $02011Assets 2012: $1,097,468Liabilities 2012: $0Net Assets 2012: $1,097,4682012Assets 2013: $1,137,515Liabilities 2013: $12013Assets 2014: $1,094,014Liabilities 2014: $0Net Assets 2014: $1,094,0142014Assets 2015: $1,167,828Liabilities 2015: $0Net Assets 2015: $1,167,8282015Assets 2016: $1,237,724Liabilities 2016: $0Net Assets 2016: $1,237,7242016Assets 2017: $1,242,415Liabilities 2017: $0Net Assets 2017: $1,242,4152017Assets 2018: $1,214,019Liabilities 2018: $0Net Assets 2018: $1,214,0192018Assets 2019: $1,175,228Liabilities 2019: $0Net Assets 2019: $1,175,2282019Assets 2020: $1,103,900Liabilities 2020: $0Net Assets 2020: $1,103,9002020Assets 2021: $1,069,281Liabilities 2021: $0Net Assets 2021: $1,069,2812021Assets 2022: $1,006,148Liabilities 2022: $0Net Assets 2022: $1,006,1482022Assets 2023: $1,038,862Liabilities 2023: $0Net Assets 2023: $1,038,8622023Assets 2024: $1,102,858Liabilities 2024: $0Net Assets 2024: $1,102,8582024Assets 2025: $1,110,650Liabilities 2025: $0Net Assets 2025: $1,110,6502025

Highlighted filing

2017

Assets$1,242,415
Liabilities$0
Net Assets$1,242,415
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $118,734Expenses 2011: $69,520Net Income 2011: $49,2142011Expenses 2012: $72,2942012Revenue 2013: $91,658Expenses 2013: $51,611Net Income 2013: $40,0472013Revenue 2014: $51,373Expenses 2014: $94,874Net Income 2014: -$43,5012014Revenue 2015: $149,640Expenses 2015: $75,826Net Income 2015: $73,8142015Revenue 2016: $145,233Expenses 2016: $75,337Net Income 2016: $69,8962016Revenue 2017: $75,081Expenses 2017: $70,390Net Income 2017: $4,6912017Revenue 2018: $54,570Expenses 2018: $82,966Net Income 2018: -$28,3962018Revenue 2019: $70,953Expenses 2019: $109,744Net Income 2019: -$38,7912019Revenue 2020: $39,110Expenses 2020: $110,438Net Income 2020: -$71,3282020Revenue 2021: $83,346Expenses 2021: $121,965Net Income 2021: -$38,6192021Revenue 2022: $84,920Expenses 2022: $148,053Net Income 2022: -$63,1332022Revenue 2023: $182,300Expenses 2023: $149,586Net Income 2023: $32,7142023Revenue 2024: $226,696Expenses 2024: $162,700Net Income 2024: $63,9962024Revenue 2025: $222,423Expenses 2025: $214,631Net Income 2025: $7,7922025

Highlighted filing

2017

Revenue$75,081
Expenses$70,390
Net Income$4,691
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B ACHELISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Achelis Foundation Dba Steven B Achelis
EIN
87-0481479
Phone
8015605733
Address
6154 OAK CANYON DRIVE, SALT LAKE CITY, UT 84121

Signing Officer

Name
Steve Achelis
Title
Trustee
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Haynie and Company Cpas
Address
1785 West 2300 South, Salt Lake City, UT 84119-2065
Preparer
Kent M Christensen CPA
Phone
8019724800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1420491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1420491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt534870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt727425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1217952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1317952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1429833
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/PropertyDesc0736 CENOVUS ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.210 DELL TECHNOLOGIES IN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2736 ENCANA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.5 FORTIVE CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc487 FRANKLIN COREFOLIO ALLOCATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51576 GUGGENHEIM 2016 CORP BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6320 GUGGENHEIM 2017 CORP BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71213 GUGGENHEIM 2017 CORP BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8700 QEP RESOURCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 SCHWAB ST TREASURY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10600 SCHWAB ST TREASURY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100 SCHWAB ST TREASURY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12392 VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13392 VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14EMC CORP MASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043923
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt020895
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04691
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01242415
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01237724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01242415
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086467
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt086467
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086467
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087714
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01247
IRS990PF/DistributableAmountGrp/TotalTaxAmt01247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01827495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0725933
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0854935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01428225
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0468175
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0352108
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0363898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt043616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035372
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035372
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01237724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01242415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01827495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01237724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01242415
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01237724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01242415
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01237724
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01242415
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01780989
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01711064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026715
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087714
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01754274
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01780989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN B ACHELIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 71342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0841710342
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt082746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt083369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt075337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt075826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt094523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt051621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt071237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01754274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01625732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01634658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01571588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01498824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01467899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt070390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235842
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070390
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt070390
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt070390
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION PAYS OUT THE INVESTMENT INCOME IT EARNS TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. DONATIONS ARE MADE DIRECTLY TO THE ORGANIZATIONS PROVIDING THE CHARITABLE OR EDUCATIONAL SERVICE OR PROGRAMS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,242,415
Liabilities
$0
Net assets
$1,242,415
Revenue
$75,081
Expenses
$70,390
Net income
$4,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.22$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.23$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.09$0.05$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.12$0.07$0.05