Civic Intelligence

Northeast Charitable Trust

990PF • Fiscal year 2023 • EIN 04-3078302

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

Organization Profile
24 Federal Street 9th FlrBoston, MA 02110

(617) 523-3588

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.7%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.3%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$225,249

Up $5,953 (+2.7%) from 2022

Net Assets

$225,249

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin72nd percentile

Revenue

Up

$33,004

Up $1,061 (+3.3%) from 2022

Expenses

Down

$27,051

Down $5,474 (-17%) from 2022

Net Income

Up

$5,953

Up $6,535 (+1123%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2011: $268,138Liabilities 2011: $02011Assets 2012: $266,586Liabilities 2012: $02012Assets 2013: $294,905Liabilities 2013: $02013Assets 2014: $287,668Liabilities 2014: $02014Assets 2015: $331,913Liabilities 2015: $02015Assets 2019: $298,631Liabilities 2019: $1Net Assets 2019: $298,6312019Assets 2020: $188,757Liabilities 2020: $1Net Assets 2020: $188,7572020Assets 2021: $219,878Liabilities 2021: $1Net Assets 2021: $219,8782021Assets 2022: $219,296Liabilities 2022: $12022Assets 2023: $225,249Liabilities 2023: $0Net Assets 2023: $225,2492023Assets 2024: $241,649Liabilities 2024: $0Net Assets 2024: $241,6492024

Highlighted filing

2023

Assets$225,249
Liabilities$0
Net Assets$225,249
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $1,416Expenses 2011: $38,814Net Income 2011: -$37,3982011Revenue 2012: $27,775Expenses 2012: $29,327Net Income 2012: -$1,5522012Revenue 2013: $55,086Expenses 2013: $26,767Net Income 2013: $28,3192013Revenue 2014: $20,152Expenses 2014: $27,389Net Income 2014: -$7,2372014Revenue 2015: $67,804Expenses 2015: $23,617Net Income 2015: $44,1872015Revenue 2019: $77,639Expenses 2019: $108,684Net Income 2019: -$31,0452019Revenue 2020: $99,306Expenses 2020: $209,180Net Income 2020: -$109,8742020Revenue 2021: $62,184Expenses 2021: $31,063Net Income 2021: $31,1212021Revenue 2022: $31,943Expenses 2022: $32,525Net Income 2022: -$5822022Revenue 2023: $33,004Expenses 2023: $27,051Net Income 2023: $5,9532023Revenue 2024: $45,260Expenses 2024: $28,860Net Income 2024: $16,4002024

Highlighted filing

2023

Revenue$33,004
Expenses$27,051
Net Income$5,953
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M MULLIGANTrustee-$0--
JOHN LAWRIE JRTrustee-$0--
JUSTIN OATESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Northeast Charitable Trust
EIN
04-3078302
Phone
6175233588
Address
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110

Signing Officer

Name
Nancy M Mulligan
Title
Trustee
Phone
6175233588
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Investment Management Inc
Address
24 FEDERAL STREET 9TH FL, BOSTON, MA 02110-2516
Preparer
Christopher Harris
Phone
6175233588
Raw XML AppendixShowing 400 of 756 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABB LTD, 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC, 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYS INC, 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AKAMAI TECHNOLOGIES INC COM, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC COM, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BERKSHIRE HATHAWAY INC DEL CL B NEW, 39 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKSTONE GROUP INC COM CL A, 108 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHURCH & DWIGHT CO INC, 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP NEW COM, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH CORP, 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DANAHER CORP COM, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DEERE & CO, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DISNEY WALT CO DISNEY COM, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HONEYWELL INTL INC COM, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON COM, 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE & CO COM, 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KENVUE INC, 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19LILLY ELI & CO, 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LOCKHEED MARTIN CORP COM, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOWES COS INC COM, 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22META PLATFORMS INC, 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP COM, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NEXTERA ENERGY INC COM, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NVIDIA CORP, 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTER & GAMBLE CO COM, 77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27THERMO FISHER SCIENTIFIC INC COM, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TJX COS INC NEW COM, 170 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNION PAC CORP COM, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VISA INC COM CL A, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALMART INC COM, 61 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WASTE MGMT INC, 50 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202006-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-06-28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt202537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-1946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-2365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt184317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt202537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-1946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-2365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt184465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TARGET CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TARGET CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NVIDIA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JPMORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ABB LTD SPONS ADS ISIN#US0003752047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5KENVUE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VISA INC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8UNION PAC CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TJX COS INC NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LOWES COS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COSTCO WHOLESALE CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VERALTO CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VERALTO CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NVIDIA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16META PLATFORMS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17META PLATFORMS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19AMAZON COM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21UNION PAC CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PFIZER INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23PFIZER INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24LOCKHEED MARTIN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25HONEYWELL INTL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026822
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05953
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0225249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0219296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0225249
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023464
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0371
IRS990PF/DistributableAmountGrp/TotalTaxAmt0371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0790
IRS990PF/FMVAssetsEOYAmt0520177
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0334070
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0334070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0210276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0207571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0498811
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06501
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09265
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012953
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-114774
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-108821
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02519
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0219296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0225249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0520177
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0219296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0225249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0219296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0225249
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0476436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03582
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0472854
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07147
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023464
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0469289
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0476436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,249
Liabilities
$0
Net assets
$225,249
Revenue
$33,004
Expenses
$27,051
Net income
$5,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.45$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$0.32$0.33$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.20$0.00$2.20$0.62$0.31$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.99$2.09$1.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.78$1.09$0.31
2015Summary only. Only limited summary data is available for this year.$3.32$0.00$0.68$0.24$0.44
2014Summary only. Only limited summary data is available for this year.$2.88$0.00$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$0.55$0.27$0.28
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$0.28$0.29$0.02
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$0.01$0.39$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits