Civic Intelligence

Oak Tree Charitable Foundation

990PF • Fiscal year 2018 • EIN 95-4506950

Jun 01, 2017 to May 31, 2018 • Filed on Apr 15, 2019

Organization Profile
201 Colorado PlaceArcadia, CA 91007

(626) 784-4804

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

49th percentile

3.2%

Higher net margin than 49% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

64th percentile

5.1%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,622,893

Up $271,815 (+5.1%) from 2017

Net Assets

Up

$5,622,893

Up $293,815 (+5.5%) from 2017

Liabilities

Down

$0

Down $22,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin49th percentile

Revenue

Up

$272,517

Up $136,202 (+100%) from 2017

Expenses

Up

$263,730

Up $62,593 (+31%) from 2017

Net Income

Up

$8,787

Up $73,609 (+114%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,096,869Liabilities 2012: $7,5102012Assets 2013: $4,731,173Liabilities 2013: $8,3602013Assets 2014: $5,121,830Liabilities 2014: $32,021Net Assets 2014: $5,089,8092014Assets 2015: $5,008,998Liabilities 2015: $1,254Net Assets 2015: $5,007,7442015Assets 2016: $4,985,354Liabilities 2016: $29,500Net Assets 2016: $4,955,8542016Assets 2017: $5,351,078Liabilities 2017: $22,000Net Assets 2017: $5,329,0782017Assets 2018: $5,622,893Liabilities 2018: $0Net Assets 2018: $5,622,8932018Assets 2019: $5,719,161Liabilities 2019: $2,771Net Assets 2019: $5,716,3902019Assets 2020: $5,890,712Liabilities 2020: $8,543Net Assets 2020: $5,882,1692020Assets 2021: $7,324,379Liabilities 2021: $8,082Net Assets 2021: $7,316,2972021Assets 2022: $7,010,594Liabilities 2022: $0Net Assets 2022: $7,010,5942022Assets 2023: $6,476,438Liabilities 2023: $0Net Assets 2023: $6,476,4382023Assets 2024: $7,453,894Liabilities 2024: $0Net Assets 2024: $7,453,8942024

Highlighted filing

2018

Assets$5,622,893
Liabilities$0
Net Assets$5,622,893
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $79,101Expenses 2012: $49,907Net Income 2012: $29,1942012Revenue 2013: $132,327Expenses 2013: $56,228Net Income 2013: $76,0992013Revenue 2014: $167,481Expenses 2014: $191,172Net Income 2014: -$23,6912014Revenue 2015: $234,745Expenses 2015: $534,114Net Income 2015: -$299,3692015Revenue 2016: $273,250Expenses 2016: $140,782Net Income 2016: $132,4682016Revenue 2017: $136,315Expenses 2017: $201,137Net Income 2017: -$64,8222017Revenue 2018: $272,517Expenses 2018: $263,730Net Income 2018: $8,7872018Revenue 2019: $329,930Expenses 2019: $327,506Net Income 2019: $2,4242019Revenue 2020: $326,045Expenses 2020: $432,411Net Income 2020: -$106,3662020Revenue 2021: $510,617Expenses 2021: $471,071Net Income 2021: $39,5462021Revenue 2022: $160,929Expenses 2022: $479,327Net Income 2022: -$318,3982022Revenue 2023: $177,012Expenses 2023: $540,988Net Income 2023: -$363,9762023Revenue 2024: $314,788Expenses 2024: $483,334Net Income 2024: -$168,5462024

Highlighted filing

2018

Revenue$272,517
Expenses$263,730
Net Income$8,787
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BARRPresident-$0--
SHERWOOD C CHILLINGWORTHExec VP-$0--
THOMAS R CAPEHARTVP-$0--
RICK M ARTHURVP-$0--
RICHARD MANDELLAVP-$0--
WARREN B WILLIAMSONVP-$0--
ROBERT W ZAMARRIPAVP-$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Charitable Foundation
EIN
95-4506950
Phone
6267844804
Address
201 COLORADO PLACE, ARCADIA, CA 91007

Signing Officer

Name
Sherwood C Chillingworth
Title
Executive Vice President
Phone
6267844804
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Timothy Evans
Phone
6268577300
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6332670
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6428956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6520929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6663480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6731795
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt68217448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6925219
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7065408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt718718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7264665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7333969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt747613
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7519662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt049872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt348908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt448850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt649464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt749892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt049872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt448850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt548015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt649464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt749892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm050,000 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150,000 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250,000 BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350,000 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm450,000 CITIBANK NA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm550,000 COCA-COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm650,000 LOWE'S CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm750,000 US BANKCORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0287444
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0287444
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0112475
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0160042
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0272517
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0272517
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011635
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011635
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023270
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0160042
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0205100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0205100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0112475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0112475
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08787
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0649808
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0160042
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0228605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032095
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0218468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0263730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0272517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0272517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013368
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058630
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01551
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0489766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0160042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0160042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0649808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0160042
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0160042
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08787
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0285028
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05622893
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05329078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05622893
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0271478
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0271478
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0271478
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0273764
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02286
IRS990PF/DistributableAmountGrp/TotalTaxAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04614
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04614
IRS990PF/FMVAssetsEOYAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt022000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044802
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt055961
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt055961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04350213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04640579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04640579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0400348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0394185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0394185
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02210
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02210
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0356504
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0242514
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0242514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05351078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05351078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05329078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05329078
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05622893
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0199211
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0287444
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0287444
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05558653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05530391
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt083380
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0273764
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05475273
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05558653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,622,893
Liabilities
$0
Net assets
$5,622,893
Revenue
$272,517
Expenses
$263,730
Net income
$8,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.18$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.16$0.48$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.32$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$0.33$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.02$5.33$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.53$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$4.73$0.01$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$4.10$0.01$0.08$0.05$0.03