Civic Intelligence

Robert and Ruth Halperin Foundation

990PF • Fiscal year 2015 • EIN 94-3334424

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 04, 2016

Organization Profile
One Lombard Street Suite 305San Francisco, CA 94111

(415) 834-9934

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

92nd percentile

24%

Faster asset growth than 92% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

437%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$132,052,507

Up $25,776,591 (+24%) from 2014

Net Assets

Up

$132,017,078

Up $25,743,003 (+24%) from 2014

Liabilities

Up

$35,429

Up $33,588 (+1824%) from 2014

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$31,533,930

Up $25,657,748 (+437%) from 2014

Expenses

Up

$5,790,928

Up $229,844 (+4.1%) from 2014

Net Income

Up

$25,743,002

Up $25,427,904 (+8070%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$200M$150M$100M$50M$0Assets 2011: $82,398,966Liabilities 2011: $02011Assets 2012: $95,879,677Liabilities 2012: $0Net Assets 2012: $95,879,6772012Assets 2013: $105,966,645Liabilities 2013: $7,668Net Assets 2013: $105,958,9772013Assets 2014: $106,275,916Liabilities 2014: $1,841Net Assets 2014: $106,274,0752014Assets 2015: $132,052,507Liabilities 2015: $35,429Net Assets 2015: $132,017,0782015Assets 2016: $140,139,540Liabilities 2016: $925Net Assets 2016: $140,138,6152016Assets 2017: $142,150,539Liabilities 2017: $9,435Net Assets 2017: $142,141,1042017Assets 2018: $142,901,697Liabilities 2018: $6,647Net Assets 2018: $142,895,0502018Assets 2019: $139,091,851Liabilities 2019: $58,926Net Assets 2019: $139,032,9252019Assets 2020: $175,349,374Liabilities 2020: $43,617Net Assets 2020: $175,305,7572020Assets 2021: $182,688,381Liabilities 2021: $743,445Net Assets 2021: $181,944,9362021Assets 2022: $138,997,994Liabilities 2022: $728,253Net Assets 2022: $138,269,7412022Assets 2023: $164,727,257Liabilities 2023: $520,430Net Assets 2023: $164,206,8272023Assets 2024: $151,374,008Liabilities 2024: $516,570Net Assets 2024: $150,857,4382024

Highlighted filing

2015

Assets$132,052,507
Liabilities$35,429
Net Assets$132,017,078
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $6,225,368Expenses 2011: $4,900,603Net Income 2011: $1,324,7652011Expenses 2012: $5,287,5902012Revenue 2013: $16,169,565Expenses 2013: $5,941,945Net Income 2013: $10,227,6202013Revenue 2014: $5,876,182Expenses 2014: $5,561,084Net Income 2014: $315,0982014Revenue 2015: $31,533,930Expenses 2015: $5,790,928Net Income 2015: $25,743,0022015Revenue 2016: $15,069,668Expenses 2016: $7,002,159Net Income 2016: $8,067,5092016Revenue 2017: $9,267,258Expenses 2017: $7,264,778Net Income 2017: $2,002,4802017Revenue 2018: $8,946,325Expenses 2018: $8,192,363Net Income 2018: $753,9622018Revenue 2019: $5,794,019Expenses 2019: $9,656,145Net Income 2019: -$3,862,1262019Revenue 2020: $5,365,979Expenses 2020: $8,426,130Net Income 2020: -$3,060,1512020Revenue 2021: $9,712,737Expenses 2021: $9,504,145Net Income 2021: $208,5922021Revenue 2022: $4,616,365Expenses 2022: $9,633,585Net Income 2022: -$5,017,2202022Revenue 2023: $5,957,331Expenses 2023: $8,552,787Net Income 2023: -$2,595,4562023Revenue 2024: $9,025,374Expenses 2024: $9,345,575Net Income 2024: -$320,2012024

Highlighted filing

2015

Revenue$31,533,930
Expenses$5,790,928
Net Income$25,743,002
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 4, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP W HALPERINPresidentPT$6,772-$6,772
PEGGY DOWDirector-$0--
MARK HALPERINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Halperin Foundation
EIN
94-3334424
Phone
4158349934
Address
ONE LOMBARD STREET SUITE 305, SAN FRANCISCO, CA 94111

Signing Officer

Name
Philip W Halperin
Title
President
Signed
2016-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Claridad & Crowe CPAs
Address
PO Box 907, Mill Valley, CA 94942
Preparer
Jasmine C Claridad
Phone
4158883645
Raw XML AppendixShowing 400 of 821 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/CostOrOtherBasisAmt372896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt489904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt534721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt677881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-27269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt233132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt328661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt436906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt511069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-27269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt233132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt328661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt436906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0834960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2103471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3101557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4126810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt545790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt683144
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/PropertyDesc061806 DODGE & COX INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1600 ISHARES RUSSELL 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2900 ISHARES RUSSELL 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31500 VANGUARD HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41850 VANGUARD HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53552 VITAE PHARM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67691 VITAE PHARM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0109847
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt025743002
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0132017078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0106274075
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0132017078
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06221783
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06221783
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06221783
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06275399
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt053616
IRS990PF/DistributableAmountGrp/TotalTaxAmt053616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0281428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0335044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt053616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0281428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt053616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt053616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0335044
IRS990PF/FMVAssetsEOYAmt0127736901
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt035429
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt095637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0121041
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0121041
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt086243846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0113412656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0106085281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019936433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018518810
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021530579
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0106274075
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0132017078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0106275916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0132052507
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0127736901
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt035429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0106275916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0132052507
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0106274075
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0132017078
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0127419275
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0104055122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01911289
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt023157707
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06275399
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0125507986
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0127419275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GOLDSTEIN MUNGER & ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0305330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST ADVISORY SERV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt018 CROW CANYON COURT 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN RAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06772
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP W HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PEGGY DOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE LOMBARD STREET SUITE 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05499509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05526317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04579864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04522004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03960000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03587846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03268273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt026808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0125507986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0102912882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt097951363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt096924872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt080815760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt075709168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05050378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.219088
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05050378
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05050378
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05050378
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt034
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt1811
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST AND DIVIDENDS TO BE USED FOR QUALIFYING DISTRIBUTIONS TO PUBLIC CHARITIES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME TO BE USED FOR QUALIFYING DISTRIBUTIONS TO PUBLIC CHARITIES.
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,052,507
Liabilities
$35,429
Net assets
$132,017,078
Revenue
$31,533,930
Expenses
$5,790,928
Net income
$25,743,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$0.52$151$9.03$9.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$165$0.52$164$5.96$8.55$2.60
2022Detailed filing. Detailed filing data is available for this year.$139$0.73$138$4.62$9.63$5.02
2021Detailed filing. Detailed filing data is available for this year.$183$0.74$182$9.71$9.50$0.21
2020Detailed filing. Detailed filing data is available for this year.$175$0.04$175$5.37$8.43$3.06
2019Detailed filing. Detailed filing data is available for this year.$139$0.06$139$5.79$9.66$3.86
2018Detailed filing. Detailed filing data is available for this year.$143$0.01$143$8.95$8.19$0.75
2017Detailed filing. Detailed filing data is available for this year.$142$0.01$142$9.27$7.26$2.00
2016Detailed filing. Detailed filing data is available for this year.$140$0.00$140$15.1$7.00$8.07
2015Detailed filing. Detailed filing data is available for this year.$132$0.04$132$31.5$5.79$25.7
2014Detailed filing. Detailed filing data is available for this year.$106$0.00$106$5.88$5.56$0.32
2013Detailed filing. Detailed filing data is available for this year.$106$0.01$106$16.2$5.94$10.2
2012Detailed filing. Detailed filing data is available for this year.$95.9$0.00$95.9$5.29
2011Summary only. Only limited summary data is available for this year.$82.4$0.00$6.23$4.90$1.32