Civic Intelligence

Elbridge & Evelyn Stuart Foundation 26000118300

990PF • Fiscal year 2013 • EIN 95-6014019

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Pendleton Fidmngmtinc PO Box 190583001

(414) 977-1210

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

100th percentile

373%

Higher net margin than 100% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

9th percentile

-9.5%

Faster asset growth than 9% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$6,731,856

Down $703,575 (-9.5%) from 2012

Net Assets

Down

$6,731,856

Down $703,575 (-9.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-$189,896

No earlier filing loaded for comparison.

Expenses

Down

$518,116

Down $78,201 (-13%) from 2012

Net Income

-$708,012

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,967,170Liabilities 2011: $0Net Assets 2011: $7,967,1702011Assets 2012: $7,435,431Liabilities 2012: $0Net Assets 2012: $7,435,4312012Assets 2013: $6,731,856Liabilities 2013: $0Net Assets 2013: $6,731,8562013Assets 2014: $6,927,161Liabilities 2014: $0Net Assets 2014: $6,927,1612014Assets 2015: $6,890,872Liabilities 2015: $0Net Assets 2015: $6,890,8722015Assets 2016: $6,744,582Liabilities 2016: $0Net Assets 2016: $6,744,5822016Assets 2017: $7,020,456Liabilities 2017: $0Net Assets 2017: $7,020,4562017Assets 2018: $7,126,896Liabilities 2018: $0Net Assets 2018: $7,126,8962018Assets 2019: $6,936,548Liabilities 2019: $0Net Assets 2019: $6,936,5482019Assets 2020: $6,460,500Liabilities 2020: $0Net Assets 2020: $6,460,5002020Assets 2021: $6,603,691Liabilities 2021: $0Net Assets 2021: $6,603,6912021Assets 2022: $6,300,030Liabilities 2022: $0Net Assets 2022: $6,300,0302022Assets 2023: $6,139,642Liabilities 2023: $0Net Assets 2023: $6,139,6422023Assets 2024: $6,265,395Liabilities 2024: $0Net Assets 2024: $6,265,3952024

Highlighted filing

2013

Assets$6,731,856
Liabilities$0
Net Assets$6,731,856

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $587,3902011Expenses 2012: $596,3172012Revenue 2013: -$189,896Expenses 2013: $518,116Net Income 2013: -$708,0122013Revenue 2014: $746,706Expenses 2014: $514,056Net Income 2014: $232,6502014Revenue 2015: $440,357Expenses 2015: $468,643Net Income 2015: -$28,2862015Revenue 2016: $247,668Expenses 2016: $436,618Net Income 2016: -$188,9502016Revenue 2017: $615,304Expenses 2017: $338,737Net Income 2017: $276,5672017Revenue 2018: $371,247Expenses 2018: $260,826Net Income 2018: $110,4212018Revenue 2019: $262,162Expenses 2019: $450,369Net Income 2019: -$188,2072019Revenue 2020: -$6,274Expenses 2020: $457,646Net Income 2020: -$463,9202020Revenue 2021: $642,134Expenses 2021: $499,642Net Income 2021: $142,4922021Revenue 2022: $80,418Expenses 2022: $398,892Net Income 2022: -$318,4742022Revenue 2023: $209,071Expenses 2023: $348,100Net Income 2023: -$139,0292023Revenue 2024: $465,870Expenses 2024: $349,038Net Income 2024: $116,8322024

Highlighted filing

2013

Revenue-$189,896
Expenses$518,116
Net Income-$708,012
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARKE A NELSONCo-Trustee-$0--
EVELYN NELSON ATTAWAYCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTETON SCIENCE SCHOOLSGENERAL USEPUBLIC CHARITYKELLY, WY, US$100,000
Paid GrantCAMP KOREY AT CARNATION FARMGENERAL USEPUBLIC CHARITYISSAQUAH, WA, US$65,000
Paid GrantJ PAUL GETTY TRUSTGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$35,000
Paid GrantUNIVERSITY OF REDLANDSGENERAL USEPUBLIC CHARITYREDLANDS, CA, US$30,000
Paid GrantNEIGHBORHOOD YOUTH ASSOCATIONGENERAL USEPUBLIC CHARITYVENICE, CA, US$25,000
Paid GrantSTANFORD UNIVERSITYGENERAL USEPUBLIC CHARITYSTANFORD, CA, US$25,000
Paid GrantWESTMARK SCHOOLGENERAL USEPUBLIC CHARITYENCINO, CA, US$15,000
Paid GrantPRINCETON UNIVERSITYGENERAL USEPUBLIC CHARITYPRINCETON, NJ, US$11,000
Paid GrantDAVIDSON COLLEGE PRESBYTERIAN CHURCHGENERAL USEPUBLIC CHARITYDAVIDSON, NC, US$10,000
Paid GrantGEORGETOWN UNIVERSITY - SCHOLARSHIP PROGRAMGENERAL USEPUBLIC CHARITYWASHINGTON, DC, US$10,000
Paid GrantINNER CITY EDUCATION FOUNDATIONGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$7,500
Paid GrantCOLONIAL WILLAMSBURGGENERAL USEPUBLIC CHARITYWILLIAMSBURG, VA, US$6,500
Paid GrantCHILDREN'S INSTITUTE INCGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantHARVARD UNIVERSITY- WESTLAKE SCHOOLGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantLEGACY CHARTER SCHOOLGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantPIERPONT MORGAN LIBRARYGENERAL USEPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantUCLA COSTEN INSTITUTE OF ACHAEOLOGYGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantUCLA FOUNDATIONGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantPHOENIX COLLEGIATE ACADEMYGENERAL USEPUBLIC CHARITYPHOENIX, AZ, US$5,000
Paid GrantCOLLEGE OF CHARLESTON - PARENT FUNDGENERAL USEPUBLIC CHARITYCHARLESTON, SC, US$5,000
Paid GrantUNITED METHODIST OUTREACH MINISTRIESGENERAL USEPUBLIC CHARITYGAINSVILLE, GA, US$5,000
Paid GrantTVRC EDUCATION FOUNDATIONGENERAL USEPUBLIC CHARITYJACKSON, WY, US$5,000
Paid GrantLOS ANGELES PHILHARMONICGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$3,000
Paid GrantONE VOICEGENERAL USEPUBLIC CHARITYSANTA MONICA, CA, US$3,000
Paid GrantST ANDREWS EPISCOPAL CHURCHGENERAL USEPUBLIC CHARITYFULLERTON, CA, US$3,000
Paid GrantST MATTHEWS PARISHGENERAL USEPUBLIC CHARITYGREEN BAY, WI, US$3,000
Paid GrantLIFT UP AFRICAGENERAL USEPUBLIC CHARITYWOBURN, MA, US$2,500
Paid GrantSOL-LA MUSIC ACADEMYGENERAL USEPUBLIC CHARITYSANTA MONICA, CA, US$2,500
Paid GrantALLIANCE FOR SMILESGENERAL USEPUBLIC CHARITYSAN FRANCISCO, CA, US$2,000
Paid GrantUNIVERSITY OF SOUTHERN CA - THE LAW SCHOOLGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$2,000
Paid GrantCALIFORNIA SCIENCE CENTERGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$1,500
Paid GrantGREATER LOS ANGELES ZOO ASSOCIATIONGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$1,500
Paid GrantAMERICAN SCHOOL OF CLASSICAL STUDIESGENERAL USEPUBLIC CHARITYPRINCETON, NJ, US$1,000
Paid GrantCHURCH DIVINITY SCHOOL OF THE PACIFICGENERAL USEPUBLIC CHARITYBERKELEY, CA, US$1,000
Paid GrantFOWLER MUSEUM OF UCLAGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantG & P ROTARY CHARITIESGENERAL USEPUBLIC CHARITYGREENSBORO, GA, US$1,000
Paid GrantHARVARD UNIVERSITY - GRADUATE SCHOOL OF BUSINESSGENERAL USEPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantLOS ANGELES COUNTY MUSEUM OF ARTGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantMARLBOROUGH SCHOOLGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantMARTHA'S VINEYARD MUSEUMGENERAL USEPUBLIC CHARITYEDGARTOWN, MA, US$1,000
Paid GrantHIGH MOUNTAIN INSTITUTEGENERAL USEPUBLIC CHARITYLEADVILLE, CO, US$1,000
Paid GrantCOLORADO COLLEGEGENERAL USEPUBLIC CHARITYCOLORADO SPRINGS, CO, US$1,000
Paid GrantEPISCOPAL DIOCESE OF LOS ANGELESGENERAL USEPUBLIC CHARITYLOS ANGELES, CA, US$500
Paid GrantPOLLY HILL ARBORETUMGENERAL USEPUBLIC CHARITYWEST TISBURY, MA, US$500
Filing and Contact Details

Filer

EIN
95-6014019
Phone
4149771210

Signing Officer

Name
Clarke Nelson
Title
Chairman
Phone
4149771210
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Jane E Moran
Phone
3076342151
Raw XML AppendixShowing 400 of 886 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7496820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt846323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1024408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BNY MELLON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BNY MELLON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BARCLAY 274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BARCLAY 274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BARCLAY 322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BARCLAY 322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BARCLAY 323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BARCLAY 324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BARCLAY 325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BARCLAY 325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BARCLAY 326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BARCLAY WEALTH ADVISOR K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BARCLAY WEALTH ADVISOR K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ENERGY TRANSFER EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ENTERPRISE PRODUCTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LINN ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-457656
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-708012
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04437
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06731856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07435431
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06731856
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0372729
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0372729
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0372729
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0374374
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01645
IRS990PF/DistributableAmountGrp/TotalTaxAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02520
IRS990PF/FMVAssetsEOYAmt07286333
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07775219
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07775219
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01798585
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01743557
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01794378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03065858
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03306074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03778399
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02326049
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01020232
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01051563
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-339788
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1043363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0239783
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0660445
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0660445
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07435431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06731856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07286333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07435431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06731856
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07435431
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06731856
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07601500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0963557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06637943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0114023
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0374374
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07487477
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07601500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CLARKE A NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVELYN NELSON ATTAWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103400 ARROWLEAF LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine117608 N SHADOW MOUNTAIN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1PARADISE VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode083014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode185253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0360582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0362227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0422505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0410000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0345000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0358294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0490182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07487477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08078058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08701700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08073697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07580181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09542050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0425000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240789
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0423355
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0425000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01645
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0425000
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARCLAYS CAPITAL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1010250 CONSTELLATION BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode090067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03107343600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING PURPOSE OF REQUESTING FUNDS. BRIEF HISTORY AND CURRENT TAX EXEMPT STATUS OF ORGANIZATION MAKE THE REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BNY MELLON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03105517618
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10ONE WALL STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode010286
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt365000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt66500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt157500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1635000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt203000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt243000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2711000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt282500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt293000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt352000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.21$0.35$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.08$0.40$0.32
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.64$0.50$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.01$0.46$0.46
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.26$0.45$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.37$0.26$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.62$0.34$0.28
2016Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.25$0.44$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.44$0.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.75$0.51$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.19$0.52$0.71
2012Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.60
2011Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.59