Civic Intelligence

The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2016 • EIN 95-6042761

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 23, 2017

Organization Profile
23871 Willows Drive Apt 408Laguna Hills, CA 92653

(949) 637-8053

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-125%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$5,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$318,125

Down $29,740 (-8.5%) from 2015

Net Assets

Down

$318,125

Down $29,740 (-8.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$23,700

Down $18,163 (-43%) from 2015

Expenses

Down

$53,440

Down $102,285 (-66%) from 2015

Net Income

Up

-$29,740

Up $84,122 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $756,687Liabilities 2011: $02011Assets 2012: $641,208Liabilities 2012: $02012Assets 2013: $597,386Liabilities 2013: $02013Assets 2014: $461,727Liabilities 2014: $0Net Assets 2014: $461,7272014Assets 2015: $347,865Liabilities 2015: $0Net Assets 2015: $347,8652015Assets 2016: $318,125Liabilities 2016: $0Net Assets 2016: $318,1252016Assets 2017: $248,833Liabilities 2017: $0Net Assets 2017: $248,8332017Assets 2018: $255,807Liabilities 2018: $0Net Assets 2018: $255,8072018Assets 2019: $305,797Liabilities 2019: $12019Assets 2020: $326,241Liabilities 2020: $0Net Assets 2020: $326,2412020Assets 2021: $361,138Liabilities 2021: $12021Assets 2022: $191,401Liabilities 2022: $0Net Assets 2022: $191,4012022Assets 2023: $186,760Liabilities 2023: $12023Assets 2024: $183,401Liabilities 2024: $0Net Assets 2024: $183,4012024

Highlighted filing

2016

Assets$318,125
Liabilities$0
Net Assets$318,125
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $48,839Expenses 2011: $76,541Net Income 2011: -$27,7022011Revenue 2012: $51,904Expenses 2012: $167,383Net Income 2012: -$115,4792012Revenue 2013: $63,037Expenses 2013: $107,042Net Income 2013: -$44,0052013Revenue 2014: $55,802Expenses 2014: $191,461Net Income 2014: -$135,6592014Revenue 2015: $41,863Expenses 2015: $155,725Net Income 2015: -$113,8622015Revenue 2016: $23,700Expenses 2016: $53,440Net Income 2016: -$29,7402016Revenue 2017: $50,185Expenses 2017: $119,477Net Income 2017: -$69,2922017Revenue 2018: $14,799Expenses 2018: $7,825Net Income 2018: $6,9742018Revenue 2019: $16,838Expenses 2019: $19,950Net Income 2019: -$3,1122019Revenue 2020: $15,468Expenses 2020: $15,434Net Income 2020: $342020Revenue 2021: $10,979Expenses 2021: $5,960Net Income 2021: $5,0192021Revenue 2022: $514Expenses 2022: $105,296Net Income 2022: -$104,7822022Revenue 2023: $33,842Expenses 2023: $54,726Net Income 2023: -$20,8842023Revenue 2024: $5,573Expenses 2024: $23,819Net Income 2024: -$18,2462024

Highlighted filing

2016

Revenue$23,700
Expenses$53,440
Net Income-$29,740
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 23, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas A BernauerPres. & Trustee (Thru 12/2016)-$5,000-$5,000
Donald BreeseVP & Trustee (Thru 12/2016)-$5,000-$5,000
Lauren W BreeseSecy/Treas/Trustee Thru 12/16-$5,000-$5,000
Donovan BernauerSecretary, Treasurer & Trustee-$0--
Crystal BernauerPresident & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phillips Foundation
EIN
95-6042761
In Care Of
% JASON BETTENDORF
Phone
9496378053
Address
23871 Willows Drive Apt 408, Laguna Hills, CA 92653

Signing Officer

Name
Crystal Bernauer
Title
President
Phone
9496378053
Signed
2017-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
55 Second Street 1400, San Francisco, CA 94105
Preparer
Valerie J Ball
Phone
4159635100
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt084374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014740
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29740
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0318125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0347865
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0318125
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017955
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017955
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017955
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018310
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/DistributableAmountGrp/TotalTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0693
IRS990PF/FMVAssetsEOYAmt0379375
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0347865
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0318125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0110245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0105195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0106427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0109980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0163951
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt073904
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt083750
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt089797
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019462
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0347865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0318125
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0379375
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0347865
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0318125
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0347865
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0318125
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0371777
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0358146
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05577
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018310
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0366200
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0371777
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas A Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donald Breese
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lauren W Breese
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres. & Trustee (thru 12/2016)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & Trustee (thru 12/2016)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secy/Treas/Trustee thru 12/16
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary, treasurer & Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President & Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt023871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt123871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt223871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt323871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt423871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Laguna Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Laguna Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Laguna Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Laguna Hills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Laguna Hills
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/ZIPCd092653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492653
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt069745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt069922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0144258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0178768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0151830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.190455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.295633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.270279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.122735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.190484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0366200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0487963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0661421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0725595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0797076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0856647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.952274
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046500
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046500
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,125
Liabilities
$0
Net assets
$318,125
Revenue
$23,700
Expenses
$53,440
Net income
-$29,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.24$0.18
2023Summary only. Only limited summary data is available for this year.$1.87$0.00$0.34$0.55$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.01$1.05$1.05
2021Summary only. Only limited summary data is available for this year.$3.61$0.00$0.11$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$3.06$0.00$0.17$0.20$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.50$1.19$0.69
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.24$0.53$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$1.56$1.14
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.56$1.91$1.36
2013Summary only. Only limited summary data is available for this year.$5.97$0.00$0.63$1.07$0.44
2012Summary only. Only limited summary data is available for this year.$6.41$0.00$0.52$1.67$1.15
2011Summary only. Only limited summary data is available for this year.$7.57$0.00$0.49$0.77$0.28