Civic Intelligence

The Stare Fund

990PF • Fiscal year 2024 • EIN 04-6026648

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 14, 2025

Choate Hall Stewart PO Box 961Boston, MA 02196

(617) 248-4760

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

65%

Higher net margin than 91% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

215%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,300,915

Up $2,092,086 (+19%) from 2023

Net Assets

Up

$13,300,915

Up $2,092,086 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$1,794,649

Up $1,225,005 (+215%) from 2023

Expenses

Down

$626,410

Down $13,052 (-2.0%) from 2023

Net Income

Up

$1,168,239

Up $1,238,057 (+1773%) from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,282,144Liabilities 2010: $0Net Assets 2010: $7,282,1442010Assets 2011: $7,479,458Liabilities 2011: $12011Assets 2012: $7,261,176Liabilities 2012: $0Net Assets 2012: $7,261,1762012Assets 2013: $8,246,263Liabilities 2013: $02013Assets 2014: $8,485,128Liabilities 2014: $0Net Assets 2014: $8,485,1282014Assets 2015: $8,694,321Liabilities 2015: $0Net Assets 2015: $8,694,3212015Assets 2016: $8,687,909Liabilities 2016: $0Net Assets 2016: $8,687,9092016Assets 2017: $8,743,621Liabilities 2017: $0Net Assets 2017: $8,743,6212017Assets 2018: $8,976,728Liabilities 2018: $0Net Assets 2018: $8,976,7282018Assets 2019: $9,290,090Liabilities 2019: $0Net Assets 2019: $9,290,0902019Assets 2020: $9,058,191Liabilities 2020: $0Net Assets 2020: $9,058,1912020Assets 2021: $9,685,217Liabilities 2021: $0Net Assets 2021: $9,685,2172021Assets 2022: $9,306,998Liabilities 2022: $0Net Assets 2022: $9,306,9982022Assets 2023: $11,208,829Liabilities 2023: $0Net Assets 2023: $11,208,8292023Assets 2024: $13,300,915Liabilities 2024: $0Net Assets 2024: $13,300,9152024Assets 2025: $13,964,979Liabilities 2025: $0Net Assets 2025: $13,964,9792025

Highlighted filing

2024

Assets$13,300,915
Liabilities$0
Net Assets$13,300,915

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $370,9652010Revenue 2011: $650,741Expenses 2011: $453,427Net Income 2011: $197,3142011Expenses 2012: $476,9462012Revenue 2013: $1,470,826Expenses 2013: $485,739Net Income 2013: $985,0872013Revenue 2014: $822,110Expenses 2014: $583,820Net Income 2014: $238,2902014Revenue 2015: $659,200Expenses 2015: $455,615Net Income 2015: $203,5852015Revenue 2016: $534,391Expenses 2016: $541,189Net Income 2016: -$6,7982016Revenue 2017: $602,443Expenses 2017: $548,801Net Income 2017: $53,6422017Revenue 2018: $787,402Expenses 2018: $554,503Net Income 2018: $232,8992018Revenue 2019: $883,238Expenses 2019: $573,725Net Income 2019: $309,5132019Revenue 2020: $338,822Expenses 2020: $571,902Net Income 2020: -$233,0802020Revenue 2021: $1,248,589Expenses 2021: $606,567Net Income 2021: $642,0222021Revenue 2022: $358,700Expenses 2022: $729,505Net Income 2022: -$370,8052022Revenue 2023: $569,644Expenses 2023: $639,462Net Income 2023: -$69,8182023Revenue 2024: $1,794,649Expenses 2024: $626,410Net Income 2024: $1,168,2392024Revenue 2025: $402,895Expenses 2025: $716,137Net Income 2025: -$313,2422025

Highlighted filing

2024

Revenue$1,794,649
Expenses$626,410
Net Income$1,168,239
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 14, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary S WilkinsonTrustee-$0--
David S StareTrustee-$0--
Maria StareTrustee (Start 9/2024)-$0--
Filing and Contact Details

Filer

Filer Name
The Stare Fund
EIN
04-6026648
Phone
6172484760
Address
Choate Hall Stewart PO Box 961, Boston, MA 02196

Signing Officer

Name
Mary S Wilkinson
Title
Trustee
Phone
6172484760
Signed
2025-03-14
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57242 units 3M Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581820 units Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591399 units Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60401 units Applied Materials Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611430 units Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62400 units CME Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63560 units Costar Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64106 units Hubspot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65291 units Illumina Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66927 units Microsoft Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67131 units MongoDB Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm683290 units NVIDIA Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69490 units CRH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701250 units Freeportmcmoran Copper and Gold Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71820 units International Paper Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72550 units Newmont Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73403 units Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7448 units Netflix Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75128 units Royall Caribbean Cruises
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76249 units Constellation Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771090 units Dominion Energy Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781566 units SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7910433 units iShares Core MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8011157.818 units Fuller & Thaler Behavioral Small Cap Equity Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8117945 units iShares Core S&P Mid Cap ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm822000 units iShares MSCI EAFE Small Cap ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8313317.301 units DFA Emerging Markets Core Equity Portfolio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm848523.721 units GQQ Partners Emerging Markets Equity Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0263659
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01520925
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09940
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01794524
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01794524
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05614
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05614
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011228
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01520925
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0536728
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0536728
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0263659
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0263659
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01168239
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05206779
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09940
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09940
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01520925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01723918
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt063457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt075987
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01479
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0554997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0626410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01794524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01794649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018269
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt089682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03685854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01369504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1151421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01369504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1151421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05055358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01520925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01168239
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0923847
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013300915
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011208829
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013300915
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0597410
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0597410
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0597410
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0621372
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023962
IRS990PF/DistributableAmountGrp/TotalTaxAmt023962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07120
IRS990PF/FMVAssetsEOYAmt013300915
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011208829
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013300915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02459354
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03361582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03361582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08604309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09760780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09760780
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0145166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0178553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0178553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011208829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013300915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013300915
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011208829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013300915
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011208829
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013300915
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012616690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0225879
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012390811
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0189250
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0621372
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012427440
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012616690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BNY Mellon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt063457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0One Boston Place 10th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.40$0.72$0.31
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.79$0.63$1.17
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.57$0.64$0.07
2022Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.36$0.73$0.37
2021Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$1.25$0.61$0.64
2020Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.34$0.57$0.23
2019Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.88$0.57$0.31
2018Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.79$0.55$0.23
2017Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.60$0.55$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.53$0.54$0.01
2015Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.66$0.46$0.20
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.82$0.58$0.24
2013Summary only. Only limited summary data is available for this year.$8.25$0.00$1.47$0.49$0.99
2012Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.48
2011Summary only. Only limited summary data is available for this year.$7.48$0.00$0.65$0.45$0.20
2010Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.37