Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2019 • EIN 95-4643623

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$44,987

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,745,808

Up $219,487 (+14%) from 2018

Net Assets

Up

$1,745,173

Up $219,489 (+14%) from 2018

Liabilities

Down

$635

Down $2 (-0.3%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin11th percentile

Revenue

Down

$94,971

Down $38,235 (-29%) from 2018

Expenses

Up

$137,441

Up $45,458 (+49%) from 2018

Net Income

Down

-$42,470

Down $83,693 (-203%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$1,745,808
Liabilities$635
Net Assets$1,745,173
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$94,971
Expenses$137,441
Net Income-$42,470
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000$15,987$44,987
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
2020-07-06
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/EOYFMVAmt6210466
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Nike Inc - B, 185 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Medtronic Plc, 175 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PPG Industries, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Visa Inc -Class A, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Alphabet Inc CL-C, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Alphabet Inc/CA CL-A, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Church & Dwight Co, 140 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Comcast Corp-A, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Dollar Gen Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Hubbell Inc-B, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Merck & Co Inc., 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Autozone Inc, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Starbucks Corp, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Hershey Co, 100 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Northern Trust Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UnitedHealth Group, 110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Lauder Estee Cos Inc, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Marsh McLennan Inc, 130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Schein Henry Inc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Danaher Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Te Connectivity Ltd, 120 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Clorox Co, 65 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Deere Co, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Donaldson Co, 295 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Verizon Communications Inc, 245 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Sysco Corp, 145 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MT Bank Corp, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Truist Finl Corp, 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Cemer Corporation, 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Varian Med Sys Inc, 95 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Waters Corp, 60 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Cummins Inc, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Expeditors Intl Wash, 130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Analog Devices Inc, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Avery Dennison Corp, 80 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Walden Small Cap, 3,038.506 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Walden International Eq, 2,433 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Inflation Prot, 3,259.052 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt044987
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044987
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt075488
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt075488
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033905
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033905
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42470
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0165026
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061050
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01710
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07296
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02684
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02684
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0129953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt094955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt054465
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061953
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0103976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt061050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt061050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0165026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061050
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-42470
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0261959
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01745173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01525684
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01745173
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079182
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079182
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079182
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080070
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0888
IRS990PF/DistributableAmountGrp/TotalTaxAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0122953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0104974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0104974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0908499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01163115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01163115
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01525684
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0155960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0182651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0182651
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0637
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt075709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029171
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01526321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01526321
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01745808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01525684
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01745173
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0258768
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0265897
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0265897
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01625794
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061495
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01564299
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024387
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080070
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01601407
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01625794
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/EmployeeBenefitProgramAmt015987
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/AdjNetVlNoncharitableAssetsAmt084827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt084629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt085901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt067154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt085568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt073520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01601407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01605211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01529568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01431696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01451541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01467031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0129953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.264851
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0129065
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0129953
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0888
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0129953
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of Expenses
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,745,808
Liabilities
$635
Net assets
$1,745,173
Revenue
$94,971
Expenses
$137,441
Net income
-$42,470
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