Civic Intelligence

W Glen Boyd Charitable Foundation

990PF • Fiscal year 2020 • EIN 93-1306727

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 07, 2021

Organization Profile
25 NW 23rd Pl Ste 6 No 246Portland, OR 97210

(503) 207-6423

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-141%

Higher net margin than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

90%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$845,069

Down $215,458 (-20%) from 2019

Net Assets

$845,069

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $81,552 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin6th percentile

Revenue

Up

$94,780

Up $44,977 (+90%) from 2019

Expenses

Up

$228,686

Up $129,456 (+130%) from 2019

Net Income

Down

-$133,906

Down $84,479 (-171%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,455,305Liabilities 2011: $0Net Assets 2011: $1,455,3052011Assets 2012: $1,370,992Liabilities 2012: $0Net Assets 2012: $1,370,9922012Assets 2013: $1,378,447Liabilities 2013: $0Net Assets 2013: $1,378,4472013Assets 2014: $1,398,097Liabilities 2014: $0Net Assets 2014: $1,398,0972014Assets 2015: $1,280,490Liabilities 2015: $12015Assets 2016: $1,098,125Liabilities 2016: $0Net Assets 2016: $1,098,1252016Assets 2017: $1,046,842Liabilities 2017: $0Net Assets 2017: $1,046,8422017Assets 2018: $1,028,402Liabilities 2018: $0Net Assets 2018: $1,028,4022018Assets 2019: $1,060,527Liabilities 2019: $81,5522019Assets 2020: $845,069Liabilities 2020: $0Net Assets 2020: $845,0692020Assets 2021: $773,081Liabilities 2021: $0Net Assets 2021: $773,0812021Assets 2022: $676,940Liabilities 2022: $0Net Assets 2022: $676,9402022Assets 2023: $485,562Liabilities 2023: $2,2002023Assets 2024: $351,824Liabilities 2024: $2,200Net Assets 2024: $349,6242024

Highlighted filing

2020

Assets$845,069
Liabilities$0
Net Assets$845,069
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200KExpenses 2011: $104,1682011Expenses 2012: $97,8432012Revenue 2013: $68,389Expenses 2013: $60,934Net Income 2013: $7,4552013Revenue 2014: $74,720Expenses 2014: $55,070Net Income 2014: $19,6502014Revenue 2015: -$8,971Expenses 2015: $108,636Net Income 2015: -$117,6072015Revenue 2016: -$7,675Expenses 2016: $174,690Net Income 2016: -$182,3652016Revenue 2017: $66,509Expenses 2017: $117,792Net Income 2017: -$51,2832017Revenue 2018: $62,261Expenses 2018: $80,701Net Income 2018: -$18,4402018Revenue 2019: $49,803Expenses 2019: $99,230Net Income 2019: -$49,4272019Revenue 2020: $94,780Expenses 2020: $228,686Net Income 2020: -$133,9062020Revenue 2021: $155,151Expenses 2021: $227,139Net Income 2021: -$71,9882021Revenue 2022: $123,652Expenses 2022: $219,793Net Income 2022: -$96,1412022Revenue 2023: $51,681Expenses 2023: $245,259Net Income 2023: -$193,5782023Revenue 2024: $60,570Expenses 2024: $194,308Net Income 2024: -$133,7382024

Highlighted filing

2020

Revenue$94,780
Expenses$228,686
Net Income-$133,906
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W GLEN BOYDTrustee/Exec Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHarbor of HopeTo support programs for the homeless in Portland, Oregon.PCPortland, OR, US$150,000
Paid GrantThe Kenton Action PlanHarper's PlaygroundHarper's Playground construction project for universally accessible playground.PCPortland, OR, US$50,000
Filing and Contact Details

Filer

Filer Name
W Glen Boyd Charitable Foundation
EIN
93-1306727
Phone
5032076423
Address
25 NW 23rd Pl Ste 6 No 246, Portland, OR 97210

Signing Officer

Name
W Glen Boyd
Title
Trustee/Executive Director
Phone
5032076423
Signed
2021-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Strada Financial Group
Address
1510 NE Village Street, Fairview, OR 97024
Preparer
Susan K Martin CPA
Phone
5036675355
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0642560
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0429678
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0915478
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt081552
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0629
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0609
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0609
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0978975
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0845069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024794
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01060527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0845069
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01345684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt081552
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01060527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0845069
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0978975
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0845069
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01297224
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01231052
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019458
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt063888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01277766
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01297224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W GLEN BOYD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/EXEC DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt025 NW 23RD PL STE 6 PMB 505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0224677
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0224677
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0224677
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Michelle Joye
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt025 NW 23rd Pl Ste 6 PMB 246
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032076423
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Please call for current information.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0W Glen Boyd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032432193
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt025 NW 23rd Place Suite 6 PMB 246
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097210
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Applicants must be a tax-exempt institution whose sole purpose is religious, charitable, scientific, literary or educational.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Please call for current information.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0W GLEN BOYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Harper's Playground construction project for universally accessible playground.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support programs for the homeless in Portland, Oregon.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Kenton Action PlanHarper's Playground
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harbor of Hope
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06807 N Villard Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11616 NW 13th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197209
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062627
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt097536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0329778
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0162050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt097536
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224677
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0162050
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0352819
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0190769
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt081552
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Grant in transit
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03629
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03618
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/Amt1318
TaxesSchedule/TaxesDetail/Amt2240
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes on Dividends

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$845,069
Liabilities
$0
Net assets
$845,069
Revenue
$94,780
Expenses
$228,686
Net income
-$133,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.06$0.19$0.13
2023Summary only. Only limited summary data is available for this year.$0.49$0.00$0.05$0.25$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.12$0.22$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.16$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.23$0.13
2019Summary only. Only limited summary data is available for this year.$1.06$0.08$0.05$0.10$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.06$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.07$0.12$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.01$0.17$0.18
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.01$0.11$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10