Civic Intelligence

Porter E & Helenmae Thompson Foundation

990PF • Fiscal year 2017 • EIN 94-2831112

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization Profile
PO Box 417Lafayette, CA 94549

(925) 324-4488

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

31st percentile

-3.5%

Higher net margin than 31% 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

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,549,812

Down $7,331 (-0.3%) from 2016

Net Assets

Down

$2,549,812

Down $7,331 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin31st percentile

Revenue

Up

$210,456

Up $69,207 (+49%) from 2016

Expenses

Up

$217,796

Up $21,265 (+11%) from 2016

Net Income

Up

-$7,340

Up $47,942 (+87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,789,176Liabilities 2011: $02011Assets 2012: $2,777,651Liabilities 2012: $02012Assets 2013: $2,789,834Liabilities 2013: $0Net Assets 2013: $2,789,8342013Assets 2014: $2,733,966Liabilities 2014: $0Net Assets 2014: $2,733,9662014Assets 2015: $2,612,425Liabilities 2015: $0Net Assets 2015: $2,612,4252015Assets 2016: $2,557,143Liabilities 2016: $0Net Assets 2016: $2,557,1432016Assets 2017: $2,549,812Liabilities 2017: $0Net Assets 2017: $2,549,8122017Assets 2018: $2,509,203Liabilities 2018: $0Net Assets 2018: $2,509,2032018Assets 2019: $2,531,279Liabilities 2019: $0Net Assets 2019: $2,531,2792019Assets 2020: $2,456,437Liabilities 2020: $0Net Assets 2020: $2,456,4372020Assets 2021: $2,398,748Liabilities 2021: $0Net Assets 2021: $2,398,7482021Assets 2022: $100,671Liabilities 2022: $0Net Assets 2022: $100,6712022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$2,549,812
Liabilities$0
Net Assets$2,549,812
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$5.0M$0-$5.0MRevenue 2011: $135,147Expenses 2011: $197,897Net Income 2011: -$62,7502011Revenue 2012: $186,124Expenses 2012: $197,649Net Income 2012: -$11,5252012Revenue 2013: $217,635Expenses 2013: $190,760Net Income 2013: $26,8752013Revenue 2014: $150,470Expenses 2014: $206,025Net Income 2014: -$55,5552014Revenue 2015: $86,401Expenses 2015: $207,942Net Income 2015: -$121,5412015Revenue 2016: $141,249Expenses 2016: $196,531Net Income 2016: -$55,2822016Revenue 2017: $210,456Expenses 2017: $217,796Net Income 2017: -$7,3402017Revenue 2018: $183,754Expenses 2018: $224,363Net Income 2018: -$40,6092018Revenue 2019: $242,070Expenses 2019: $219,994Net Income 2019: $22,0762019Revenue 2020: $155,333Expenses 2020: $230,175Net Income 2020: -$74,8422020Revenue 2021: $196,170Expenses 2021: $253,859Net Income 2021: -$57,6892021Revenue 2022: $148,788Expenses 2022: $4,153,552Net Income 2022: -$4,004,7642022Revenue 2023: $7Expenses 2023: $100,678Net Income 2023: -$100,6712023

Highlighted filing

2017

Revenue$210,456
Expenses$217,796
Net Income-$7,340
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA J CADLEPresident-$0--
CAROLYN CADLETreasurer-$0--
SUZANNE CADLE GLAUBITZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Porter E & Helenmae Thompson Foundation
EIN
94-2831112
Phone
9253244488
Address
PO BOX 417, LAFAYETTE, CA 94549

Signing Officer

Name
Barbara Cadle
Title
President
Phone
9252841653
Signed
2018-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt817872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt912084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt078382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt226125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt829721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930062
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/PropertyDesc01750 SHS PUB SVC ENTERPRISE GRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100000 SHS CD CITIZENS BANK OF PA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SHS ESSEX PPTY TR INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc349.9717 SHS FIRST TR SR FL II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc462.0283 SHS BLACKROCK CREDIT ALLCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc552.4774 SHS DOUBLELINE INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100000 SHS CD COMENITY BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc759 SHS BRIGHTHOUSE FINL INC REG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 SHS NEXTERA ENERGY INC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9361 DUKE ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081973
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7340
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02549812
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02557143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02549812
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0174497
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0174497
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0174497
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0176529
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02032
IRS990PF/DistributableAmountGrp/TotalTaxAmt02032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt02599455
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01782289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01782289
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-6
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0656422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0571004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0620647
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0947173
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01815246
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01815246
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0774854
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0767523
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0892935
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0104267
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0104267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02557143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02549812
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02599455
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02557143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02549812
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02557143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02549812
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt060619
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt059295
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt059295
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03584339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0432552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03151787
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053765
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0176529
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03530574
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03584339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA J CADLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN CADLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUZANNE CADLE GLAUBITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04500 CANYON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11558 SONOMA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2148 WOODBINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAFAYETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094549
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0189504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0191536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0175000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0191756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0190335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0176305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0184256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03530574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03322332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03411259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03597359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03464341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03308741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0202000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.268376
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0199968
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0202000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02032
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0202000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,549,812
Liabilities
$0
Net assets
$2,549,812
Revenue
$210,456
Expenses
$217,796
Net income
-$7,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.15$4.15$4.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.20$0.25$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.16$0.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.24$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.21$0.22$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.14$0.20$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.09$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.15$0.21$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.22$0.19$0.03
2012Summary only. Only limited summary data is available for this year.$2.78$0.00$0.19$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$2.79$0.00$0.14$0.20$0.06