Civic Intelligence

The Katherine Estes Rogers Foundation Inc

990PF • Fiscal year 2018 • EIN 95-4669012

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 02, 2019

Organization Profile
3100 Country RoadSanta Ynez, CA 93460

(805) 691-9440

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-6.9%

Higher net margin than 29% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$379,984

Down $1,957 (-0.5%) from 2017

Net Assets

Down

$379,984

Down $1,957 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin29th percentile

Revenue

Down

$28,510

Down $8,445 (-23%) from 2017

Expenses

Up

$30,467

Up $3,155 (+12%) from 2017

Net Income

Down

-$1,957

Down $11,600 (-120%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$800K$600K$400K$200K$0Assets 2011: $351,584Liabilities 2011: $02011Assets 2012: $362,830Liabilities 2012: $02012Assets 2013: $362,832Liabilities 2013: $0Net Assets 2013: $362,8322013Assets 2014: $377,370Liabilities 2014: $0Net Assets 2014: $377,3702014Assets 2015: $384,182Liabilities 2015: $1Net Assets 2015: $384,1812015Assets 2016: $372,432Liabilities 2016: $3Net Assets 2016: $372,4292016Assets 2017: $381,941Liabilities 2017: $0Net Assets 2017: $381,9412017Assets 2018: $379,984Liabilities 2018: $0Net Assets 2018: $379,9842018Assets 2019: $359,852Liabilities 2019: $0Net Assets 2019: $359,8522019Assets 2020: $505,410Liabilities 2020: $0Net Assets 2020: $505,4102020Assets 2021: $588,822Liabilities 2021: $0Net Assets 2021: $588,8222021Assets 2022: $591,038Liabilities 2022: $0Net Assets 2022: $591,0382022Assets 2023: $609,795Liabilities 2023: $0Net Assets 2023: $609,7952023Assets 2024: $590,978Liabilities 2024: $0Net Assets 2024: $590,9782024

Highlighted filing

2018

Assets$379,984
Liabilities$0
Net Assets$379,984
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $13,838Expenses 2011: $24,228Net Income 2011: -$10,3902011Revenue 2012: $34,544Expenses 2012: $23,296Net Income 2012: $11,2482012Revenue 2013: $24,618Expenses 2013: $24,620Net Income 2013: -$22013Revenue 2014: $39,985Expenses 2014: $25,448Net Income 2014: $14,5372014Revenue 2015: $35,989Expenses 2015: $29,176Net Income 2015: $6,8132015Revenue 2016: $16,673Expenses 2016: $28,427Net Income 2016: -$11,7542016Revenue 2017: $36,955Expenses 2017: $27,312Net Income 2017: $9,6432017Revenue 2018: $28,510Expenses 2018: $30,467Net Income 2018: -$1,9572018Revenue 2019: $10,029Expenses 2019: $30,161Net Income 2019: -$20,1322019Revenue 2020: $166,878Expenses 2020: $21,320Net Income 2020: $145,5582020Revenue 2021: $135,194Expenses 2021: $51,782Net Income 2021: $83,4122021Revenue 2022: $48,090Expenses 2022: $45,871Net Income 2022: $2,2192022Revenue 2023: $60,266Expenses 2023: $42,041Net Income 2023: $18,2252023Revenue 2024: $74,699Expenses 2024: $93,640Net Income 2024: -$18,9412024

Highlighted filing

2018

Revenue$28,510
Expenses$30,467
Net Income-$1,957
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F Bentley Mooney JrPresident-$0--
Eli ErbDirector-$0--
F BENTLEY MOONEY IIIDirector-$0--
JENNIFER L KESTERSecy/Treasurer-$0--
TIFFANY ERBDirector-$0--
SUSAN MOONEYDirector-$0--
Megan BarberDirector-$0--
Thomas BarberDirector-$0--
Matthew MooneyDirector-$0--
Jennifer MooneyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Katherine Estes Rogers Foundation
EIN
95-4669012
Phone
8056919440
Address
3100 Country Road, Santa Ynez, CA 93460

Signing Officer

Name
Jennifer L Kester
Title
Secy/Treasurer
Signed
2019-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Beeson Hoffman & Siddall Inc
Address
500 North Central Ave Suite 325, Glendale, CA 91203
Preparer
Jonathan DeSpain CPA
Phone
8182408322
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt086105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0103929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017824
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1957
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0379984
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0381941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0379984
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023332
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023332
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023332
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023561
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0229
IRS990PF/DistributableAmountGrp/TotalTaxAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0229
IRS990PF/FMVAssetsEOYAmt0433554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt070131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt073634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt068047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0164643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0168413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0246540
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0118981
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0119470
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0100500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028186
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0381941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0379984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0433554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0381941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0379984
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0381941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0379984
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0381941
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0379984
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0478404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0454257
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023561
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0471228
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0478404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F Bentley Mooney Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Eli Erb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2F BENTLEY MOONEY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER L KESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TIFFANY ERB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SUSAN MOONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Megan Barber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Thomas Barber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Matthew Mooney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Jennifer Mooney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secy/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03100 Country Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1232 North Kennebec Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2841 Skelley Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33100 COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4232 North Kennebec Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5841 Skelley Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO Box 1116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO Box 1116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81925 Neva Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91925 Neva Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Santa Ynez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Anaheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Yoncalla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA YNEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Anaheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Yoncalla
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Drain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Drain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Cottage Grove
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Cottage Grove
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd597499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd697435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd797435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd897424
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd997424
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0471228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0453546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0416523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0434511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0447546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0406858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243289

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$379,984
Liabilities
$0
Net assets
$379,984
Revenue
$28,510
Expenses
$30,467
Net income
-$1,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.75$0.94$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.60$0.42$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.48$0.46$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$1.35$0.52$0.83
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$1.67$0.21$1.46
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.10$0.30$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.29$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.37$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.17$0.28$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.36$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.40$0.25$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.25$0.25$0.00
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.35$0.23$0.11
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.14$0.24$0.10