Civic Intelligence

The Lakeview Foundation

990PF • Fiscal year 2015 • EIN 95-4791558

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

300-b Drakes Landing Rd No 190Greenbrae, CA 94904

(415) 430-4175

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

193%

Higher net margin than 100% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$6,000

Higher top officer pay than 20% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$23,793,277

Down $7,439,001 (-24%) from 2014

Net Assets

Down

$23,793,277

Down $7,439,001 (-24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

-$4,941,261

Down $6,226,635 (-484%) from 2014

Expenses

Up

$4,581,977

Up $928,148 (+25%) from 2014

Net Income

Down

-$9,523,238

Down $7,154,783 (-302%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $27,869,025Liabilities 2011: $1,6592011Assets 2012: $32,114,484Liabilities 2012: $3222012Assets 2013: $31,791,714Liabilities 2013: $3222013Assets 2014: $31,232,278Liabilities 2014: $0Net Assets 2014: $31,232,2782014Assets 2015: $23,793,277Liabilities 2015: $0Net Assets 2015: $23,793,2772015Assets 2016: $20,341,575Liabilities 2016: $0Net Assets 2016: $20,341,5752016Assets 2017: $17,137,488Liabilities 2017: $0Net Assets 2017: $17,137,4882017Assets 2018: $11,827,171Liabilities 2018: $02018Assets 2019: $6,553,881Liabilities 2019: $02019Assets 2020: $2,321,091Liabilities 2020: $0Net Assets 2020: $2,321,0912020Assets 2021: $4,013,163Liabilities 2021: $0Net Assets 2021: $4,013,1632021Assets 2022: $9,793,113Liabilities 2022: $0Net Assets 2022: $9,793,1132022Assets 2023: $3,876,920Liabilities 2023: $0Net Assets 2023: $3,876,9202023Assets 2024: $3,314,414Liabilities 2024: $0Net Assets 2024: $3,314,4142024

Highlighted filing

2015

Assets$23,793,277
Liabilities$0
Net Assets$23,793,277

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $5,913,502Expenses 2011: $2,406,633Net Income 2011: $3,506,8692011Revenue 2012: $8,020,093Expenses 2012: $2,786,532Net Income 2012: $5,233,5612012Revenue 2013: $6,507,906Expenses 2013: $7,067,189Net Income 2013: -$559,2832013Revenue 2014: $1,285,374Expenses 2014: $3,653,829Net Income 2014: -$2,368,4552014Revenue 2015: -$4,941,261Expenses 2015: $4,581,977Net Income 2015: -$9,523,2382015Revenue 2016: $510,053Expenses 2016: $5,538,070Net Income 2016: -$5,028,0172016Revenue 2017: $532,072Expenses 2017: $7,442,627Net Income 2017: -$6,910,5552017Revenue 2018: $487,926Expenses 2018: $7,041,583Net Income 2018: -$6,553,6572018Revenue 2019: $3,055,738Expenses 2019: $1,041,328Net Income 2019: $2,014,4102019Revenue 2020: $1,301,410Expenses 2020: $7,920,679Net Income 2020: -$6,619,2692020Revenue 2021: $5,798,009Expenses 2021: $3,732,654Net Income 2021: $2,065,3552021Revenue 2022: $10,144,047Expenses 2022: $4,748,514Net Income 2022: $5,395,5332022Revenue 2023: -$16,574Expenses 2023: $6,212,244Net Income 2023: -$6,228,8182023Revenue 2024: $2,361,478Expenses 2024: $5,514,127Net Income 2024: -$3,152,6492024

Highlighted filing

2015

Revenue-$4,941,261
Expenses$4,581,977
Net Income-$9,523,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE SCHOWDirector-$6,000-$6,000
ROGER SCHOWPresident / Director-$6,000-$6,000
STEVEN SCHOWCFO / Director-$5,500-$5,500
JEFFREY CODDINGTONAudit Committee-$2,500-$2,500
NAN SCHOWBoard Chair / Director-$0--
JENNIFER HARDINGExecutive Director / Secre-$0--
Filing and Contact Details

Filer

Filer Name
The Schow Foundation
EIN
95-4791558
Phone
4154304175
Address
300-B DRAKES LANDING RD NO 190, GREENBRAE, CA 94904

Signing Officer

Name
Steven Schow
Title
Director
Phone
4154304175
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Burr Pilger Mayer Inc
Address
600 CALIFORNIA STREET SUITE 600, SAN FRANCISCO, CA 94108
Preparer
Sandy G Murray
Phone
4154215757
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06595
IRS990PF/DistributableAmountGrp/TotalTaxAmt06595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018920
IRS990PF/FMVAssetsEOYAmt027859047
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt051087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0199291
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0199291
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029010090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011750180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012421813
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt023713
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0189
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt019219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05464291
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08890362
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt031232278
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02151693
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04577209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04577209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031232278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027859047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031232278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031232278
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023793277
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01802306
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01770372
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031847555
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03072075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028736880
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0477713
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt038600
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01568492
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031369842
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031847555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PERIGON WEALTH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0192498
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt52500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELANIE SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NAN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROGER SCHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JENNIFER HARDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFFREY CODDINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD CHAIR / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT / DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR / SECRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5AUDIT COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5201 MISSION STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03247532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03254127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03266182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06729253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02529633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02199467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02554295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.103524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.090292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.172594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.072061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.081449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.101222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt031369842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036173609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038988981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt035104006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt027004345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt025234536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04360354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.517618
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04353759
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04360354
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06595
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04360354
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.36$5.51$3.15
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.02$6.21$6.23
2022Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$10.1$4.75$5.40
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$5.80$3.73$2.07
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.30$7.92$6.62
2019Summary only. Only limited summary data is available for this year.$6.55$0.00$3.06$1.04$2.01
2018Summary only. Only limited summary data is available for this year.$11.8$0.00$0.49$7.04$6.55
2017Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.53$7.44$6.91
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.51$5.54$5.03
2015Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$4.94$4.58$9.52
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.29$3.65$2.37
2013Summary only. Only limited summary data is available for this year.$31.8$0.00$6.51$7.07$0.56
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$8.02$2.79$5.23
2011Summary only. Only limited summary data is available for this year.$27.9$0.00$5.91$2.41$3.51