Civic Intelligence

Rcb Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 04-3466878

May 01, 2023 to Apr 30, 2024 • Filed on Sep 03, 2024

Organization Profile
180 Haven StreetReading, MA 01867

(781) 942-5000

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

52nd percentile

5.8%

Higher net margin than 52% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

5.7%

Faster asset growth than 59% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$929,128

Up $49,905 (+5.7%) from 2023

Net Assets

Up

$929,128

Up $49,905 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin52nd percentile

Revenue

Down

$76,508

Down $34,018 (-31%) from 2023

Expenses

Down

$72,103

Down $32,980 (-31%) from 2023

Net Income

Down

$4,405

Down $1,038 (-19%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,021,427Liabilities 2012: $30,0002012Assets 2013: $996,395Liabilities 2013: $20,0002013Assets 2014: $976,163Liabilities 2014: $15,0002014Assets 2015: $911,557Liabilities 2015: $12,8002015Assets 2016: $1,029,254Liabilities 2016: $02016Assets 2020: $970,814Liabilities 2020: $02020Assets 2021: $1,104,550Liabilities 2021: $0Net Assets 2021: $1,104,5502021Assets 2022: $911,969Liabilities 2022: $0Net Assets 2022: $911,9692022Assets 2023: $879,223Liabilities 2023: $0Net Assets 2023: $879,2232023Assets 2024: $929,128Liabilities 2024: $0Net Assets 2024: $929,1282024Assets 2025: $949,712Liabilities 2025: $0Net Assets 2025: $949,7122025

Highlighted filing

2024

Assets$929,128
Liabilities$0
Net Assets$929,128
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $33,987Expenses 2012: $88,329Net Income 2012: -$54,3422012Revenue 2013: $43,918Expenses 2013: $101,033Net Income 2013: -$57,1152013Revenue 2014: $54,240Expenses 2014: $95,810Net Income 2014: -$41,5702014Revenue 2015: $64,537Expenses 2015: $103,627Net Income 2015: -$39,0902015Revenue 2016: $210,553Expenses 2016: $82,140Net Income 2016: $128,4132016Revenue 2020: $34,467Expenses 2020: $132,967Net Income 2020: -$98,5002020Revenue 2021: $77,754Expenses 2021: $140,297Net Income 2021: -$62,5432021Revenue 2022: $95,733Expenses 2022: $146,520Net Income 2022: -$50,7872022Revenue 2023: $110,526Expenses 2023: $105,083Net Income 2023: $5,4432023Revenue 2024: $76,508Expenses 2024: $72,103Net Income 2024: $4,4052024Revenue 2025: $198,621Expenses 2025: $89,785Net Income 2025: $108,8362025

Highlighted filing

2024

Revenue$76,508
Expenses$72,103
Net Income$4,405
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terrence J BaneDirector-$0--
Sally Boemer MasonDirector-$0--
Paul BolgerDirector-$0--
Yvonne GarciaDirector-$0--
Michael J LinnaneDirector-$0--
James M ListonDirector-$0--
James J O'LearyDirector-$0--
Kevin R PowersDirector-$0--
Kevin F SmithDirector-$0--
Abel VargasDirector-$0--
Julieann M ThurlowPresident-$0--
Anthony J PattiTreasurer & Clerk-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLawrence Community Works IncFunding for capital campaign and DyeWorksPCLawrence, MA, US$10,000
Paid GrantLawrence PartnershipFunding for scholarshipsPCLawrence, MA, US$8,500
Paid GrantFamily Services of the Merrimack ValleyCampaign, naming rights to youth services officePCLawrence, MA, US$7,000
Paid GrantYMCA of Greater Boston$5,000 North Suburban YMCA Branch; $850 Burbank YMCAPCBoston, MA, US$5,850
Paid GrantLEO IncCampaign for LEO PreschoolPCLynn, MA, US$5,000
Paid GrantMerrimack Valley Food Bank IncMobile Food Pantry/Naming of KitchenettePCLowell, MA, US$3,500
Paid GrantMassachusetts Taxpayers FoundationMembership contributionPCBoston, MA, US$2,500
Paid GrantGreater Lawrence Family Health CenterMaking a Difference Gala sponsorshipPCMethuen, MA, US$2,200
Paid GrantFriends of North Reading Parks and Recreation CommitteeConcert/BBQ Summer SeriesPCNorth Reading, MA, US$2,000
Paid GrantMerrimack Valley YMCACapital campaign for camp upgradesPCLawrence, MA, US$2,000
Paid GrantScholarship AmericaBurlington Dollars for Scholars programPCMinneapolis, MN, US$2,000
Paid GrantLawrence Boys and Girls Club IncTorch Club donationPCLawrence, MA, US$1,500
Paid GrantReading Scholarship FoundationFunding for scholarshipsPCReading, MA, US$1,500
Paid GrantGreater Lawrence Community Action CouncilEssex Street Spring Planter sponsorshipPCLawrence, MA, US$1,200
Paid GrantAgeSpan (fka Elder Services Merrimack Valley)Fundraising supportPCLawrence, MA, US$1,000
Paid GrantCitizens Inn IncStability sponsorPCPeabody, MA, US$1,000
Paid GrantJ Turner Hood School Parents AssociationFunding for high school playgroundPCNorth Reading, MA, US$1,000
Paid GrantNortheast Metropolitan Regional Vocational High SchoolBanking/Business Tech scholarshipGOVWakefield, MA, US$1,000
Paid GrantGreater Lawrence Kiwanis Club Foundation IncLawrence Kiwanis 100th Anniversary eventPCAndover, MA, US$940
Paid GrantBread & Roses IncGeneral supportPCLawrence, MA, US$900
Paid GrantMission of Deeds IncTee Hole/Casino Night Queen SponsorPCReading, MA, US$603
Paid GrantAndover Senior Community FriendsGeneral supportPCAndover, MA, US$500
Paid GrantEconomic Development & Industrial Corporation of LynnVeteran's Fishing DerbyGOVLynn, MA, US$500
Paid GrantLawrence Neighborhood Association PartnershipLight Up Lawrence eventPCLawrence, MA, US$500
Paid GrantReading Community TelevisionGeneral supportPCReading, MA, US$500
Paid GrantPartners in Child DevelopmentPartners in Child GalaPCAndover, MA, US$450
Paid GrantTrooper Tamar Bucci Memorial Fund Inc36 Candles, Silver Level SponsorshipPCReading, MA, US$350
Paid GrantDana Farber Cancer Institute IncHorseshoe/Jimmy Fund Golf TournamentPCBrookline, MA, US$250
Paid GrantRotary Club of Andover Charitable TrustCitizens Who Care programPCAndover, MA, US$250
Paid GrantWomen's League of Reading IncWinter Gala sponsorshipPCReading, MA, US$250
Filing and Contact Details

Filer

Filer Name
RCB Charitable Foundation Inc
EIN
04-3466878
Phone
7819425000
Address
180 Haven Street, Reading, MA 01867

Signing Officer

Name
Anthony J Patti
Title
Treasurer
Phone
7819425000
Signed
2024-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02336
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2157369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt436799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt68347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7136998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt848768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt920209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt080 units MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1842.838 units Allspring Emerg Mkts Eq Inst
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28415.452 units Blackrock Global Allocation I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31214.603 units Calamos Growth & Income I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41271.984 units Diamond Hill Long Short I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5286.032 units Fidelity Large Cap Growth Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6494.780 units Fidelity Large Cap Value Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72066.021 units First Eagle Global I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82475.555 units Franklin Gold & Precious Metals
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9507.759 units Harding Loevner Emerging Markets
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2157369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt436799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7136998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt848768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt920209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021891
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05830
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Income from partnerships
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-90
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027743
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-90
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027653
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05830
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt048855
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04405
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05830
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023663
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-84
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02304
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt066619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05830
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04405
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0500
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0929628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0879223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0929128
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044134
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044134
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044134
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044463
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0329
IRS990PF/DistributableAmountGrp/TotalTaxAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0929128
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056310
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0165002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0256611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0256611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0140263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0171829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0171829
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt01867
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt01867
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0877356
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0927261
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0105
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0105
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0509724
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0492997
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0492997
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0879223
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0929128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0929128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0879223
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0929128
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0879223
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0929128
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02336
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02336
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0902795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0863042
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013542
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02929
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044463
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0889253
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,128
Liabilities
$0
Net assets
$929,128
Revenue
$76,508
Expenses
$72,103
Net income
$4,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.20$0.09$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.14$0.06
2020Summary only. Only limited summary data is available for this year.$0.97$0.00$0.03$0.13$0.10
2016Summary only. Only limited summary data is available for this year.$1.03$0.00$0.21$0.08$0.13
2015Summary only. Only limited summary data is available for this year.$0.91$0.01$0.06$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$0.98$0.02$0.05$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.00$0.02$0.04$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$1.02$0.03$0.03$0.09$0.05
Peer Organizations

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