Civic Intelligence

Frances Lear Foundation

990PF • Fiscal year 2022 • EIN 04-3489966

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 20, 2023

Organization Profile
500 Mamaroneck AvenueHarrison, NY 10528

(914) 381-8900

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Net Margin

16th percentile

-209%

Higher net margin than 16% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Asset Growth

7th percentile

-22%

Faster asset growth than 7% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-74%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$8,096,857

Down $2,260,464 (-22%) from 2021

Net Assets

Down

$8,096,857

Down $2,260,464 (-22%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin16th percentile

Revenue

Down

$265,205

Down $764,091 (-74%) from 2021

Expenses

Down

$820,345

Down $20,747 (-2.5%) from 2021

Net Income

Down

-$555,140

Down $743,344 (-395%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,405,014Liabilities 2011: $02011Assets 2012: $9,957,426Liabilities 2012: $02012Assets 2013: $10,663,375Liabilities 2013: $02013Assets 2014: $10,001,648Liabilities 2014: $02014Assets 2015: $8,931,346Liabilities 2015: $02015Assets 2019: $9,506,904Liabilities 2019: $0Net Assets 2019: $9,506,9042019Assets 2020: $10,089,815Liabilities 2020: $1Net Assets 2020: $10,089,8152020Assets 2021: $10,357,321Liabilities 2021: $0Net Assets 2021: $10,357,3212021Assets 2022: $8,096,857Liabilities 2022: $0Net Assets 2022: $8,096,8572022Assets 2023: $8,605,936Liabilities 2023: $12023

Highlighted filing

2022

Assets$8,096,857
Liabilities$0
Net Assets$8,096,857
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $703,278Expenses 2011: $747,000Net Income 2011: -$43,7222011Revenue 2012: $700,435Expenses 2012: $699,603Net Income 2012: $8322012Revenue 2013: $860,209Expenses 2013: $984,914Net Income 2013: -$124,7052013Revenue 2014: $847,595Expenses 2014: $960,130Net Income 2014: -$112,5352014Revenue 2015: $694,128Expenses 2015: $994,307Net Income 2015: -$300,1792015Revenue 2019: $601,208Expenses 2019: $708,812Net Income 2019: -$107,6042019Revenue 2020: $534,762Expenses 2020: $767,694Net Income 2020: -$232,9322020Revenue 2021: $1,029,296Expenses 2021: $841,092Net Income 2021: $188,2042021Revenue 2022: $265,205Expenses 2022: $820,345Net Income 2022: -$555,1402022Revenue 2023: $590,323Expenses 2023: $794,952Net Income 2023: -$204,6292023

Highlighted filing

2022

Revenue$265,205
Expenses$820,345
Net Income-$555,140
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 20, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGGIE LEARPresident-$0--
KATE BRECKIR LEARDirector-$0--
DANIEL R KATZDirector-$0--
DR JONATHAN LAPOOKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frances Lear Foundation
EIN
04-3489966
Phone
9143818900
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528

Signing Officer

Name
Maggie Lear
Title
President
Phone
9143818900
Signed
2023-03-20
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Christopher Petermann
Phone
2122862600
Raw XML AppendixShowing 400 of 2,921 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1122000 UNITS FORTINET INC NT 1.000% 03/15/26 B/E DTD 03/05/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1135000 UNITS FREDDIE MAC SEASONED CR RISK TRANSFER TR SER 2017-4 CL HT STEP-UP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1145000 UNITS FREDDIE MAC SEASONED CR RISK TRANSFER TR SER 2017-4 CL MT 3.500%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1155000 UNITS FREDDIE MAC SEASONED CR RISK TRANSFER TR SER 2019-2 CL MA 3.500%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1165000 UNITS FREDDIE MAC SEASONED CR RISK TRANSFER TR SER 2019-2 CL MA 3.500%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1179000 UNITS FREDDIE MAC SEASONED CR RISK TRANSFER TR SER 2019-4 CL MA 3.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11811656 UNITS FREDDIE MAC SEASONED LNS STRUCTURED TRANSACTION TR SER 2018-1 CT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1194000 UNITS GENERAL MTRS CO FXD RT SR NT 4.200% 10/01/27 B/E DTD 08/07/17 CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1207000 UNITS GENERAL MTRS FINL CO INC SR NT 1.500% 06/10/26 B/E DTD 06/10/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12123330 UNITS GNMA II GTD MTG PASS THRU CTFS POOL # AA7554 6.640% 07/20/64 B/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12224000 UNITS GNMA II JUMBOS 30 YEARS TBA SETTLE JANUARY 2.000% 01/01/52 REG
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1235000 UNITS GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV TAXABL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12410000 UNITS GOLDMAN SACHS GROUP INC NT FIXED/FLTG 1.757% 01/24/25 B/E DTD 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1255000 UNITS GOLDMAN SACHS GROUP INC SR NT 5.700% 11/01/24 B/E DTD 11/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12610000 UNITS HER MAJESTY IN RT OF CDA BD USA ISIN#US427028AB18 0.750% 05/19/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1275000 UNITS HOME DEPOT INC 1.500% 09/15/28 B/E DTD 09/21/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1282000 UNITS HONEYWELL INTL INC SR NT 2.300% 08/15/24 B/E DTD 08/08/19 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1295000 UNITS ILLINOIS ST TAXABLE PENSION FDG GO BDS 2003 5.100% 06/01/33 B/E
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13010000 UNITS INTER AMERN DEV BK DISC NTS 0.500% 09/23/24 B/E DTD 09/23/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13110000 UNITS JPMORGAN CHASE & CO 4.080% 04/26/26 B/E DTD 04/26/22 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1325000 UNITS JPMORGAN CHASE & CO 4.323% 04/26/28 B/E DTD 04/26/22 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1335000 UNITS JPMORGAN CHASE & CO FXD TO FLTG RT SR NOTE 3.559% 04/23/24 B/E D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13411000 UNITS JPMORGAN CHASE & CO NT FIXED TO FLTG RATE 2.522% 04/22/31 B/E D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1355000 UNITS JPMORGAN CHASE & CO NT FXD/FLTG 1.045% 11/19/26 B/E DTD 11/19/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1367000 UNITS KEURIG DR PEPPER INC SR NT 3.200% 05/01/30 B/E DTD 04/13/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1375000 UNITS KINDER MORGAN INC DEL GTD FXD RT SR NT 3.150% 01/15/23 B/E DTD 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1384000 UNITS KREDITANSTALT FUR WIEDERAUFBAU KFW GLOBAL BD 0.375% 07/18/25 B/E
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1392000 UNITS LYB INTL FIN III LLC GTD NT 1.250% 10/01/25 B/E DTD 10/08/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1402000 UNITS LYB INTL FIN III LLC GTD NT 1.250% 10/01/25 B/E DTD 10/08/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1412000 UNITS LYB INTL FIN III LLC GTD NT 2.250% 10/01/30 B/E DTD 10/08/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1422000 UNITS LYB INTL FIN III LLC GTD NT 2.250% 10/01/30 B/E DTD 10/08/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1433000 UNITS MARSH & MCLENNAN COS INC SR NT 2.250% 11/15/30 B/E DTD 05/07/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1445000 UNITS MARSH & MCLENNAN COS INC SR NT 3.875% 03/15/24 B/E DTD 01/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1452000 UNITS MASCO CORP NT 1.500% 02/15/28 B/E DTD 03/04/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1462000 UNITS MASCO CORP NT 1.500% 02/15/28 B/E DTD 03/04/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1472000 UNITS MASCO CORP NT 1.500% 02/15/28 B/E DTD 03/04/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1489000 UNITS MICROSOFT CORP FXD RT SR NT 2.400% 08/08/26 B/E DTD 08/08/16 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1495000 UNITS MORGAN STANLEY GLOBAL MED TERM NT SER I FXD/FLTG 1.164% 10/21/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1505000 UNITS MORGAN STANLEY SR NT FIXED/FLTG 2.720% 07/22/25 B/E DTD 07/23/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1512000 UNITS MORGAN STANLEY SR NT FXD/FLTG 1.593% 05/04/27 B/E DTD 04/22/21 C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1522000 UNITS MORGAN STANLEY SR NT FXD/FLTG 1.593% 05/04/27 B/E DTD 04/22/21 C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1535000 UNITS MORGAN STANLEY SR NT FXD/FLTG SER I 4.679% 07/17/26 B/E DTD 07/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1545000 UNITS NEW YORK ST DORM AUTH ST PERS INCOME TAX REV TAXABLE GEN PURP BDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1555000 UNITS NEXTERA ENERGY CAP HLDGS INC GTD DEB 2.250% 06/01/30 B/E DTD 05/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15610000 UNITS NIKE INC FXD RT NT 2.375% 11/01/26 B/E DTD 10/21/16 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1574000 UNITS NOVARTIS CAP CORP 1.750% 02/14/25 B/E DTD 02/14/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1582000 UNITS ORACLE CORP NT 2.300% 03/25/28 B/E DTD 03/24/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1593000 UNITS PACIFIC GAS & ELEC CO 1ST MTG BD 2.100% 08/01/27 B/E DTD 06/19/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1605000 UNITS PACIFIC GAS & ELEC CO 1ST MTG BD 2.500% 02/01/31 B/E DTD 06/19/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1613000 UNITS PAYPAL HLDGS INC SR NT 1.650% 06/01/25 B/E DTD 05/18/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1625000 UNITS PHILIP MORRIS INTL INC 5.000% 11/17/25 B/E DTD 11/17/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1634000 UNITS PHILIP MORRIS INTL INC NT 1.500% 05/01/25 B/E DTD 05/01/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1643000 UNITS PHILIP MORRIS INTL INC NT 5.125% 11/17/27 B/E DTD 11/17/22 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1655000 UNITS PHILLIPS 66 GTD SR NT 3.850% 04/09/25 B/E DTD 04/09/20 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1661000 UNITS PIONEER NAT RES CO SR NT 1.125% 01/15/26 B/E DTD 01/29/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1675000 UNITS PNC FINL SVCS GROUP INC SR NT FIXED/FLTG 5.671% 10/28/25 B/E DTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1683000 UNITS PROCTER & GAMBLE CO NT 0.550% 10/29/25 B/E DTD 10/29/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1692000 UNITS PUBLIC STORAGE 0.875% 02/15/26 B/E DTD 01/19/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1703000 UNITS PUBLIC STORAGE INC SR NT 1.500% 11/09/26 B/E DTD 11/09/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1712000 UNITS PUBLIC STORAGE INC SR NT 1.950% 11/09/28 B/E DTD 11/09/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1722000 UNITS PUBLIC STORAGE SR NT 1.850% 05/01/28 B/E DTD 04/23/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1736000 UNITS QUEBEC PROV CDA GLOBAL NT SER RA ISIN#US748148SC86 0.600% 07/23/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1745000 UNITS SASKATCHEWAN PROV CDA BD 3.250% 06/08/27 B/E DTD 06/08/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1755000 UNITS SOUTHERN CALIF EDISON CO 5.850% 11/01/27 B/E DTD 11/08/22 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1763000 UNITS SOUTHERN CALIF EDISON CO 1ST REF MTG BD SER 2019C 2.850% 08/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1772000 UNITS SOUTHERN CALIF EDISON CO 1ST REF MTG BD SER 2019C 2.850% 08/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17810000 UNITS SOUTHERN CALIF EDISON CO FXD RT NT SER 2018E 3.700% 08/01/25 B/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1793000 UNITS SUN CMNTYS OPER LTD PARTNERSHIP 2.300% 11/01/28 B/E DTD 10/05/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1802000 UNITS TAKE-TWO INTERACTIVE SOFTWARE INC 3.300% 03/28/24 B/E DTD 04/14/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1812000 UNITS TAKE-TWO INTERACTIVE SOFTWARE INC 3.700% 04/14/27 B/E DTD 04/14/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1825000 UNITS THE TORONTO-DOMINION BANK ISIN#US89114QCJ58 0.450% 09/11/23 B/E
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1832000 UNITS THERMO FISHER SCIENTIFIC INC 1.750% 10/15/28 B/E DTD 08/23/21 CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1845000 UNITS TORONTO DOMINION BK SR MEDIUM TERM NTS 1.950% 01/12/27 B/E DTD 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1853000 UNITS TORONTO DOMINION BK SR MEDIUM TERM NTS BK NTS 1.250% 09/10/26 B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1867000 UNITS TOYOTA AUTO RECEIVABLES 2019-A OWNER TR ASSET BKD NT CL A-4 3.00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1875000 UNITS TOYOTA MTR CR CORP MEDIUM TERM NTS 1.450% 01/13/25 B/E DTD 01/13
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1885000 UNITS TOYOTA MTR CR CORP MEDIUM TERM NTS 1.900% 01/13/27 B/E DTD 01/13
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1895000 UNITS TOYOTA MTR CR CORP MEDIUM TERM NTS FXD RT NT SER B 2.250% 10/18/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1904000 UNITS UNITEDHEALTH GROUP INC 4.000% 05/15/29 B/E DTD 05/20/22 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1915000 UNITS UNITEDHEALTH GROUP INC 5.150% 10/15/25 B/E DTD 10/28/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1922000 UNITS UNITEDHEALTH GROUP INC NT 1.150% 05/15/26 B/E DTD 05/19/21 CLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1932000 UNITS UNITEDHEALTH GROUP INC NT 2.000% 05/15/30 B/E DTD 05/18/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19410000 UNITS VERIZON COMMUNICATIONS INC NT 0.850% 11/20/25 B/E DTD 11/20/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19510000 UNITS WELLS FARGO & CO MEDIUM TERM SR NTS 2.572% 02/11/31 B/E DTD 02/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1964000 UNITS XCEL ENERGY INC FXD RT SR NT 3.350% 12/01/26 B/E DTD 12/01/16 CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11891
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21891
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31839
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41839
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt54798
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt61493
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt74745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt81776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt94715
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt103764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt114921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt135483
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt144337
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt154303
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt164100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt174418
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt194711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt204368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt212671
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt234563
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt244443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt255092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt263949
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt273963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt286532
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt295657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt302674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt311720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt334230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt343565
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt354295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt365053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt374447
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt384589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt394941
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt409884
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt414561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt423960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt432945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt441942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt459678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt461862
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt472793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt484598
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt494950
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt504987
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt514939
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524868
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt531562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt541962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt555014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt561911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt574056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt581645
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt591645
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt605024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt614901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt621960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt632431
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt648955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt651502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt665087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt679995
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt681582
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt696924
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt704371
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt714656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt721810
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt731760
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt742641
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt751715
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt761693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt774573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt789650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt798654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt802634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt812773
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt83939
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8420185
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8512732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8638730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt877961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8823980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8919412
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt90810
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt91694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt922635
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt931757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt941663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt954467
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt963748
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt971805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt984591
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt994353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1004094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10140224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1021012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1031517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1041012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10550492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1069104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10711942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1081881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt109188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1105081
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt111440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1121753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1131920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1142081
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1152311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1162311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1174381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1185208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1193767
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,096,857
Liabilities
$0
Net assets
$8,096,857
Revenue
$265,205
Expenses
$820,345
Net income
-$555,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$8.61$0.00$0.59$0.79$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.27$0.82$0.56
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.03$0.84$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.53$0.77$0.23
2019Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.60$0.71$0.11
2015Summary only. Only limited summary data is available for this year.$8.93$0.00$0.69$0.99$0.30
2014Summary only. Only limited summary data is available for this year.$10.0$0.00$0.85$0.96$0.11
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$0.86$0.98$0.12
2012Summary only. Only limited summary data is available for this year.$9.96$0.00$0.70$0.70$0.00
2011Summary only. Only limited summary data is available for this year.$9.41$0.00$0.70$0.75$0.04