Civic Intelligence

Stearns Charitable Trust C/O Jpmorgan

990PF • Fiscal year 2024 • EIN 04-6036697

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 07, 2025

Organization Profile
1650 Market Street Floor 47Philadelphia, PA 19103

(215) 640-3432

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

354%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,480,788

Up $644,209 (+8.2%) from 2023

Net Assets

Up

$8,480,788

Up $644,209 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin90th percentile

Revenue

Up

$1,085,763

Up $846,420 (+354%) from 2023

Expenses

Down

$454,895

Down $27,047 (-5.6%) from 2023

Net Income

Up

$630,868

Up $873,467 (+360%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$10M$5.0M$0Assets 2011: $6,188,672Liabilities 2011: $02011Assets 2012: $6,384,897Liabilities 2012: $02012Assets 2013: $6,203,074Liabilities 2013: $02013Assets 2014: $6,286,756Liabilities 2014: $02014Assets 2015: $6,124,408Liabilities 2015: $02015Assets 2017: $5,757,509Liabilities 2017: $0Net Assets 2017: $5,757,5092017Assets 2018: $5,798,593Liabilities 2018: $0Net Assets 2018: $5,798,5932018Assets 2019: $5,699,513Liabilities 2019: $0Net Assets 2019: $5,699,5132019Assets 2020: $8,805,611Liabilities 2020: $0Net Assets 2020: $8,805,6112020Assets 2021: $9,422,718Liabilities 2021: $0Net Assets 2021: $9,422,7182021Assets 2022: $7,139,728Liabilities 2022: $0Net Assets 2022: $7,139,7282022Assets 2023: $7,836,579Liabilities 2023: $0Net Assets 2023: $7,836,5792023Assets 2024: $8,480,788Liabilities 2024: $0Net Assets 2024: $8,480,7882024

Highlighted filing

2024

Assets$8,480,788
Liabilities$0
Net Assets$8,480,788
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $254,749Expenses 2011: $394,399Net Income 2011: -$139,6502011Revenue 2012: $508,119Expenses 2012: $397,060Net Income 2012: $111,0592012Revenue 2013: $214,414Expenses 2013: $390,047Net Income 2013: -$175,6332013Revenue 2014: $649,038Expenses 2014: $456,457Net Income 2014: $192,5812014Revenue 2015: $277,153Expenses 2015: $451,978Net Income 2015: -$174,8252015Revenue 2017: $298,110Expenses 2017: $432,490Net Income 2017: -$134,3802017Revenue 2018: $480,584Expenses 2018: $436,461Net Income 2018: $44,1232018Revenue 2019: $344,813Expenses 2019: $443,765Net Income 2019: -$98,9522019Revenue 2020: $620,404Expenses 2020: $447,661Net Income 2020: $172,7432020Revenue 2021: $818,298Expenses 2021: $488,682Net Income 2021: $329,6162021Revenue 2022: $229,359Expenses 2022: $417,717Net Income 2022: -$188,3582022Revenue 2023: $239,343Expenses 2023: $481,942Net Income 2023: -$242,5992023Revenue 2024: $1,085,763Expenses 2024: $454,895Net Income 2024: $630,8682024

Highlighted filing

2024

Revenue$1,085,763
Expenses$454,895
Net Income$630,868
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A GASSELTrustee-$0--
KIMBERLY B SOULETrustee-$0--
SARAH J LODGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stearns Charitable Trust
EIN
04-6036697
Phone
2156403432
Address
1650 MARKET STREET FLOOR 47, PHILADELPHIA, PA 19103

Signing Officer

Name
James a Gassel
Title
Trustee
Phone
2156403432
Signed
2025-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML AppendixShowing 400 of 894 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/BondNm24BK OF NY MELLON CORP VAR 07/26/2030
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4635243
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7105220
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9231443
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JPMORGAN BETABUILDERS CANADA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JPMORGAN BETABUILDERS EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19JPMORGAN BETABUILDERS JAPAN ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15128857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16246716
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0129773
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0931721
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024269
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01085763
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01085763
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03488
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0931721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396657
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396657
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0129640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0129773
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0630868
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04413615
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024269
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024269
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0931721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01030950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050120
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0400215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0454895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01085630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01085763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03481894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0760961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1170760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0760961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1170760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04242855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1170760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0931721
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0630868
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013341
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08480788
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07836579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08480788
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0404468
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0404468
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0404468
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0418798
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014330
IRS990PF/DistributableAmountGrp/TotalTaxAmt014330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05746
IRS990PF/FMVAssetsEOYAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07836579
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01575025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01575025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt075822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07091121
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06319318
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06319318
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0193590
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0586445
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0586445
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07836579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07836579
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07836579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08480788
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0470659
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08503506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0637459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07866047
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127553
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0418798
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08375953
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08503506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A GASSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KIMBERLY B SOULE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH J LODGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04505 PARADISE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1163 DEAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2730 ANDORRA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TIBURON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAFAYETTE HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219444
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0400215
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0400215
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,480,788
Liabilities
$0
Net assets
$8,480,788
Revenue
$1,085,763
Expenses
$454,895
Net income
$630,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$1.09$0.45$0.63
2023Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.48$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.23$0.42$0.19
2021Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.82$0.49$0.33
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.62$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.34$0.44$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.48$0.44$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.30$0.43$0.13
2015Summary only. Only limited summary data is available for this year.$6.12$0.00$0.28$0.45$0.17
2014Summary only. Only limited summary data is available for this year.$6.29$0.00$0.65$0.46$0.19
2013Summary only. Only limited summary data is available for this year.$6.20$0.00$0.21$0.39$0.18
2012Summary only. Only limited summary data is available for this year.$6.38$0.00$0.51$0.40$0.11
2011Summary only. Only limited summary data is available for this year.$6.19$0.00$0.25$0.39$0.14