Civic Intelligence

Aven Foundation

990PF • Fiscal year 2014 • EIN 91-2009458

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
PO Box 465Medina, WA 98039

(425) 586-8011

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

86th percentile

45%

Higher net margin than 86% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

59th percentile

5.7%

Faster asset growth than 59% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$45,808,804

Up $2,468,105 (+5.7%) from 2013

Net Assets

Up

$45,754,909

Up $2,435,733 (+5.6%) from 2013

Liabilities

Up

$53,895

Up $32,372 (+150%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Up

$5,394,981

Up $2,965,007 (+122%) from 2013

Expenses

Up

$2,959,248

Up $253,448 (+9.4%) from 2013

Net Income

Up

$2,435,733

Up $2,711,559 (+983%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2011: $45,387,984Liabilities 2011: $43,7962011Assets 2012: $43,633,085Liabilities 2012: $38,083Net Assets 2012: $43,595,0022012Assets 2013: $43,340,699Liabilities 2013: $21,523Net Assets 2013: $43,319,1762013Assets 2014: $45,808,804Liabilities 2014: $53,895Net Assets 2014: $45,754,9092014Assets 2015: $44,699,888Liabilities 2015: $0Net Assets 2015: $44,699,8882015Assets 2016: $48,675,519Liabilities 2016: $10,007Net Assets 2016: $48,665,5122016Assets 2017: $55,151,504Liabilities 2017: $25,000Net Assets 2017: $55,126,5042017Assets 2019: $74,988,404Liabilities 2019: $02019Assets 2020: $75,103,853Liabilities 2020: $0Net Assets 2020: $75,103,8532020Assets 2021: $81,365,285Liabilities 2021: $80,339Net Assets 2021: $81,284,9462021Assets 2022: $75,980,735Liabilities 2022: $0Net Assets 2022: $75,980,7352022Assets 2023: $73,264,012Liabilities 2023: $0Net Assets 2023: $73,264,0122023Assets 2024: $74,528,387Liabilities 2024: $9,877Net Assets 2024: $74,518,5102024

Highlighted filing

2014

Assets$45,808,804
Liabilities$53,895
Net Assets$45,754,909
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $361,380Expenses 2011: $3,905,359Net Income 2011: -$3,543,9792011Expenses 2012: $2,824,8242012Revenue 2013: $2,429,974Expenses 2013: $2,705,800Net Income 2013: -$275,8262013Revenue 2014: $5,394,981Expenses 2014: $2,959,248Net Income 2014: $2,435,7332014Revenue 2015: $542,815Expenses 2015: $1,597,836Net Income 2015: -$1,055,0212015Revenue 2016: $6,892,957Expenses 2016: $2,927,333Net Income 2016: $3,965,6242016Revenue 2017: $8,473,112Expenses 2017: $2,012,120Net Income 2017: $6,460,9922017Revenue 2019: $9,253,956Expenses 2019: $3,771,993Net Income 2019: $5,481,9632019Revenue 2020: $4,019,339Expenses 2020: $3,903,890Net Income 2020: $115,4492020Revenue 2021: $11,239,405Expenses 2021: $5,058,312Net Income 2021: $6,181,0932021Revenue 2022: $1,208,124Expenses 2022: $6,512,335Net Income 2022: -$5,304,2112022Revenue 2023: $2,089,836Expenses 2023: $4,806,559Net Income 2023: -$2,716,7232023Revenue 2024: $11,096,372Expenses 2024: $9,909,851Net Income 2024: $1,186,5212024

Highlighted filing

2014

Revenue$5,394,981
Expenses$2,959,248
Net Income$2,435,733
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W STANTONDirector-$0--
THERESA E GILLESPIEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Aven Foundation
EIN
91-2009458
In Care Of
% AVEN FOUNDATION
Phone
4255868011
Address
PO BOX 465, Medina, WA 98039

Signing Officer

Name
Theresa Gillespie
Title
Director
Phone
4255868011
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Bader Martin Ps
Address
1000 SECOND AVENUE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Allan G Steinman
Phone
2066211900
Raw XML AppendixShowing 400 of 564 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/GrossSalesPriceAmt817815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt914108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1052508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11133159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1455363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17382653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1810670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19644648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2467166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt269290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2769744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt281068876
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/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd33P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd34P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd35P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AETHER REAL ASSETS I K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AETHER REAL ASSETS I K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AETHER REAL ASSETS II K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AETHER REAL ASSETS II K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6THE DIII OFFSHORE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7THE DIII OFFSHORE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DARWIN VENTURE CAPITAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DARWIN VENTURE CAPITAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10EPOCH GLOBAL ABSOLUTE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EPOCH GLOBAL ABSOLUTE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12KILTEARN GLOBAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13KILTEARN GLOBAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LAZARD INTERNATIONAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LAZARD INTERNATIONAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LANDMARK REAL ESTATE VII K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LANDMARK REAL ESTATE VII K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MONTAUK TRIGUARD V K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MONTAUK TRIGUARD V K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MONTAUK TRIGUARD VI K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MONTAUK TRIGUARD VI K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SAVANNA REAL ESTATE FUND II K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SKY HARBOR SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SKY HARBOR SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25SUN CAPITAL PARTNERS K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26SUN CAPITAL PARTNERS K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27THORNBURG INTERNATIONAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28THORNBURG INTERNATIONAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29WATERSHED CAPITAL K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CONTRACTS & STRADDLES EPOCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CONTRACTS & STRADDLES MONTAUK V
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32CONTRACTS & STRADDLES MONTAUK VI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33CONTRACTS & STRADDLES THORNBURG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34GAIN ON DISPOSITION OF EPOCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35GAIN ON DISPOSITION OF LAZARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36GAIN ON DISPOSITION OF WATERSHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37LOSS ON DISPOSITION OF THORNBURG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38GAIN ON DISPOSITION OF PARKWEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04579245
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02435733
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt045754909
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt043319176
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt045754909
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02459014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02459014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02459014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02564723
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0105709
IRS990PF/DistributableAmountGrp/TotalTaxAmt0105709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0386
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0105709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0105709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0105709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0102200
IRS990PF/FMVAssetsEOYAmt054565399
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt041368
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt062977
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt041368
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt041368
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt043319176
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt045754909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03538817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04262436
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03987461
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012938989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021029091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023590073
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025939631
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019734393
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026204981
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021523
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt053895
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0860285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0741516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0741516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043340699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt045808804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt054565399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021523
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt053895
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043340699
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt045808804
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043319176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt045754909
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt052075599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01663343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024165907
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0781134
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026246349
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02564723
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051294465
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052075599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN W STANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THERESA E GILLESPIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Medina
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Medina
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198039
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03120909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03173764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02539256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02733616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03782202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01956037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03816557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.081068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.086293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt052855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt051294465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt054466362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049977554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt046654551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt055040150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt044227788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02735040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.304217
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02735040
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02735040
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02735040
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,808,804
Liabilities
$53,895
Net assets
$45,754,909
Revenue
$5,394,981
Expenses
$2,959,248
Net income
$2,435,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.5$0.01$74.5$11.1$9.91$1.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$0.00$73.3$2.09$4.81$2.72
2022Detailed filing. Detailed filing data is available for this year.$76.0$0.00$76.0$1.21$6.51$5.30
2021Detailed filing. Detailed filing data is available for this year.$81.4$0.08$81.3$11.2$5.06$6.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.1$0.00$75.1$4.02$3.90$0.12
2019Summary only. Only limited summary data is available for this year.$75.0$0.00$9.25$3.77$5.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$0.03$55.1$8.47$2.01$6.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$0.01$48.7$6.89$2.93$3.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$0.00$44.7$0.54$1.60$1.06
2014Detailed filing. Detailed filing data is available for this year.$45.8$0.05$45.8$5.39$2.96$2.44
2013Detailed filing. Detailed filing data is available for this year.$43.3$0.02$43.3$2.43$2.71$0.28
2012Detailed filing. Detailed filing data is available for this year.$43.6$0.04$43.6$2.82
2011Summary only. Only limited summary data is available for this year.$45.4$0.04$0.36$3.91$3.54