Civic Intelligence

Joseph & Evelyn Pertusati Charitable Trust

990PF • Fiscal year 2018 • EIN 95-7088381

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

Organization Profile
PO Box 831041Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$126,037

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,328,408

Up $355,330 (+2.7%) from 2017

Net Assets

Up

$13,328,408

Up $355,330 (+2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin86th percentile

Revenue

Up

$1,397,620

Up $678,037 (+94%) from 2017

Expenses

Up

$808,611

Up $39,222 (+5.1%) from 2017

Net Income

Up

$589,009

Up $638,815 (+1283%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,664,875Liabilities 2011: $02011Assets 2012: $11,643,660Liabilities 2012: $02012Assets 2013: $12,779,662Liabilities 2013: $02013Assets 2014: $12,706,350Liabilities 2014: $02014Assets 2015: $13,083,790Liabilities 2015: $02015Assets 2016: $12,592,655Liabilities 2016: $0Net Assets 2016: $12,592,6552016Assets 2017: $12,973,078Liabilities 2017: $0Net Assets 2017: $12,973,0782017Assets 2018: $13,328,408Liabilities 2018: $0Net Assets 2018: $13,328,4082018Assets 2019: $14,036,515Liabilities 2019: $0Net Assets 2019: $14,036,5152019Assets 2020: $12,663,148Liabilities 2020: $0Net Assets 2020: $12,663,1482020Assets 2021: $13,961,989Liabilities 2021: $0Net Assets 2021: $13,961,9892021Assets 2022: $14,061,635Liabilities 2022: $0Net Assets 2022: $14,061,6352022Assets 2023: $13,332,681Liabilities 2023: $0Net Assets 2023: $13,332,6812023Assets 2024: $13,275,717Liabilities 2024: $0Net Assets 2024: $13,275,7172024Assets 2025: $13,726,400Liabilities 2025: $0Net Assets 2025: $13,726,4002025

Highlighted filing

2018

Assets$13,328,408
Liabilities$0
Net Assets$13,328,408
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $995,337Expenses 2011: $706,429Net Income 2011: $288,9082011Revenue 2012: $751,714Expenses 2012: $778,221Net Income 2012: -$26,5072012Revenue 2013: $2,254,830Expenses 2013: $789,794Net Income 2013: $1,465,0362013Revenue 2014: $305,520Expenses 2014: $785,586Net Income 2014: -$480,0662014Revenue 2015: $919,732Expenses 2015: $835,212Net Income 2015: $84,5202015Revenue 2016: $329,151Expenses 2016: $829,314Net Income 2016: -$500,1632016Revenue 2017: $719,583Expenses 2017: $769,389Net Income 2017: -$49,8062017Revenue 2018: $1,397,620Expenses 2018: $808,611Net Income 2018: $589,0092018Revenue 2019: $987,848Expenses 2019: $854,625Net Income 2019: $133,2232019Revenue 2020: $675,753Expenses 2020: $830,392Net Income 2020: -$154,6392020Revenue 2021: $666,727Expenses 2021: $855,596Net Income 2021: -$188,8692021Revenue 2022: $2,588,617Expenses 2022: $1,077,803Net Income 2022: $1,510,8142022Revenue 2023: $229,670Expenses 2023: $1,049,926Net Income 2023: -$820,2562023Revenue 2024: $442,560Expenses 2024: $860,319Net Income 2024: -$417,7592024Revenue 2025: $1,622,017Expenses 2025: $1,020,216Net Income 2025: $601,8012025

Highlighted filing

2018

Revenue$1,397,620
Expenses$808,611
Net Income$589,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$126,037-$126,037
Filing and Contact Details

Filer

Filer Name
Joseph & Evelyn Pertusati Charitable Trust
EIN
95-7088381
Phone
8003577094
Address
PO BOX 831041, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2018-10-09
Raw XML AppendixShowing 400 of 716 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/GainOrLossAmt2192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt834324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1064663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1419704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1759349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-68145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-1119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2239360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt834324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1064663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1419704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1759349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-68145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-1119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt090000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5177238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt681762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8423593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10702903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14240338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1529976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1627413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17252161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18244045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2181000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05354.243 AGGREGATE BOND CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1217.594 EMERGING MARKETS STOCK COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2257.575 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3150.071 MID CAP GROWTH CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4466.988 MID CAP GROWTH CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52627. DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61211.863 DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7270. ISHARES CORE S&P MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82230. ISHARES CORE S&P MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9327. ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc104577. ISHARES RUSSELL 2000 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11320.047 MFS INTERNATIONAL NEW DISCOVERY FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12188.395 PRINCIPAL MIDCAP BLEND FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13173. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145298. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15666. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16564. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175188. VANGUARD FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1813931.657 HIGH QUALITY CORE COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19884.245 INTERNATIONAL FOCUSED EQUITY COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20977.383 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214621.969 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01030119
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0589009
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0290999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt057320
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013619407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012973078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013328408
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0724940
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0724940
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0724940
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0751128
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026188
IRS990PF/DistributableAmountGrp/TotalTaxAmt026188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012808
IRS990PF/FMVAssetsEOYAmt015134014
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012973078
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013328408
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011927651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012482818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013194809
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0135614
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0566249
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0437054
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0430635
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01524250
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0608373
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0414955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0414955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012973078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013328408
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015134014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012973078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013328408
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012973078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013328408
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015251324
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0455840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013271234
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0228770
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01524250
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0751128
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015022554
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015251324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0126037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0515 S FLOWER ST FL 27
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900712201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0729240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0742334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0675203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0709451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0714164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0654775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0643122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,328,408
Liabilities
$0
Net assets
$13,328,408
Revenue
$1,397,620
Expenses
$808,611
Net income
$589,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.62$1.02$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$0.44$0.86$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$0.23$1.05$0.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$2.59$1.08$1.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.67$0.86$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$0.68$0.83$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.99$0.85$0.13
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.40$0.81$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$0.72$0.77$0.05
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.33$0.83$0.50
2015Summary only. Only limited summary data is available for this year.$13.1$0.00$0.92$0.84$0.08
2014Summary only. Only limited summary data is available for this year.$12.7$0.00$0.31$0.79$0.48
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$2.25$0.79$1.47
2012Summary only. Only limited summary data is available for this year.$11.6$0.00$0.75$0.78$0.03
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$1.00$0.71$0.29