Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2017 • EIN 95-4643623

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 12, 2018

Organization Profile
44 Montgomery StreetSan Francisco, CA 94104

(310) 804-7624

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$38,676

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

9.3%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,637,517

Up $138,853 (+9.3%) from 2016

Net Assets

Up

$1,636,831

Up $138,853 (+9.3%) from 2016

Liabilities

Flat

$686

Flat from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin67th percentile

Revenue

Up

$107,613

Up $31,066 (+41%) from 2016

Expenses

Up

$94,435

Up $17,732 (+23%) from 2016

Net Income

Up

$13,178

Up $13,334 (+8547%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,273,706Liabilities 2011: $02011Assets 2012: $1,314,872Liabilities 2012: $02012Assets 2013: $1,478,838Liabilities 2013: $6902013Assets 2014: $1,527,973Liabilities 2014: $689Net Assets 2014: $1,527,2842014Assets 2015: $1,435,143Liabilities 2015: $686Net Assets 2015: $1,434,4572015Assets 2016: $1,498,664Liabilities 2016: $686Net Assets 2016: $1,497,9782016Assets 2017: $1,637,517Liabilities 2017: $686Net Assets 2017: $1,636,8312017Assets 2018: $1,526,321Liabilities 2018: $637Net Assets 2018: $1,525,6842018Assets 2019: $1,745,808Liabilities 2019: $635Net Assets 2019: $1,745,1732019Assets 2020: $1,795,748Liabilities 2020: $634Net Assets 2020: $1,795,1142020Assets 2021: $1,983,396Liabilities 2021: $668Net Assets 2021: $1,982,7282021Assets 2022: $1,629,211Liabilities 2022: $664Net Assets 2022: $1,628,5472022Assets 2023: $1,675,381Liabilities 2023: $796Net Assets 2023: $1,674,5852023Assets 2024: $1,604,329Liabilities 2024: $806Net Assets 2024: $1,603,5232024

Highlighted filing

2017

Assets$1,637,517
Liabilities$686
Net Assets$1,636,831
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $51,054Expenses 2011: $68,532Net Income 2011: -$17,4782011Revenue 2012: $47,422Expenses 2012: $76,014Net Income 2012: -$28,5922012Revenue 2013: $62,483Expenses 2013: $83,279Net Income 2013: -$20,7962013Revenue 2014: $110,303Expenses 2014: $85,031Net Income 2014: $25,2722014Revenue 2015: $110,027Expenses 2015: $96,538Net Income 2015: $13,4892015Revenue 2016: $76,547Expenses 2016: $76,703Net Income 2016: -$1562016Revenue 2017: $107,613Expenses 2017: $94,435Net Income 2017: $13,1782017Revenue 2018: $133,206Expenses 2018: $91,983Net Income 2018: $41,2232018Revenue 2019: $94,971Expenses 2019: $137,441Net Income 2019: -$42,4702019Revenue 2020: $94,596Expenses 2020: $128,615Net Income 2020: -$34,0192020Revenue 2021: $263,940Expenses 2021: $133,605Net Income 2021: $130,3352021Revenue 2022: $119,796Expenses 2022: $117,800Net Income 2022: $1,9962022Revenue 2023: $36,015Expenses 2023: $170,728Net Income 2023: -$134,7132023Revenue 2024: $192,795Expenses 2024: $203,760Net Income 2024: -$10,9652024

Highlighted filing

2017

Revenue$107,613
Expenses$94,435
Net Income$13,178
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000$9,676$38,676
Peter McCreaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lemmon Foundation
EIN
95-4643623
Phone
3108047624
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Courtney N Lemmon
Title
President
Signed
2018-04-12
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP Morgan Chase & Co, 195 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2State Street Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Colgate-Palmolive Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Costco Wholesale Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Pepsico Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Nike Inc - B, 235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Omnicom Group Inc, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Ross Stores Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Emerson Electric Co, 210 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Illinois Tool Works Inc, 85 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11United Parcel Service Inc-B, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123M Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AptarGroup Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Accenture PLC Ireland, 210 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Cisco Systems Inc, 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Microsoft Corp, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Oracle Corp, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Becton, Dickinson and Co, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Johnson & Johnson, 260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Medtronic Inc, 225 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Stryker Corp, 175 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Waters Corp, 60 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Apache Corp, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ConocoPhillips, 350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Automatic Data Processing Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Mettler-Toledo International Inc, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Apple Inc, 310 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Praxair Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29American Express Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30General Mills Inc 190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Union Pacific Corp 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32US Bancorp 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PPG Industries, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Visa Inc -Class A, 230 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Alphabet Inc CL-C, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Alphabet Inc/CA CL-A, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AT&T, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Church & Dwight Co, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Cognizant Technology, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Comcast Corp-A, 800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Dollar Gen Corp, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Hubbell Inc-B, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Merck & Co Inc., 225 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SunTrust Bks Inc, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Autozone Inc, 15 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Starbucks Corp, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Hershey Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BBT Corp, 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Discover Financial Svc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Northern Trust Co, 235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UnitedHealth Group, 110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Chubb Ltd, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Priceline Com Inc, 1,737.74 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Lauder Estee Cos Inc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Marsh McLennan Inc, 130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Dentsply Sirona Inc, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Schein Henry Inc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Danaher Corp, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Te Connectivity Ltd, 120 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Walden Small Cap, 2,872.608 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Walden International Eq, 2,393.066 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06227
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02684
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0107613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0107613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt046930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054445
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0436953
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073694
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013178
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0125675
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01636831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01497978
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01636831
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075459
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075459
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075459
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076478
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01019
IRS990PF/DistributableAmountGrp/TotalTaxAmt01019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01637517
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018681
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04972
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt069003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0116879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0116879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01028087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01152346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01152346
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt050007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt082248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt082248
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045375
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045375
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01498664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01637517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01637517
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0686
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01498664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01637517
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01497978
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01636831
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01497978
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01636831
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0290094
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0235697
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0235697
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01552861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077739
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01475122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023293
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt076478
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01529568
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01552861
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt029000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt09676
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Courtney N Lemmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Peter McCrea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt077924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt078943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt067154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt085568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt073520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt068583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01529568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01431696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01451541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01467031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01351791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01301248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt086920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254725
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt085901
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt086920
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01019
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt086920
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of Expenses
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,637,517
Liabilities
$686
Net assets
$1,636,831
Revenue
$107,613
Expenses
$94,435
Net income
$13,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.04$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.43$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.07$0.02