Civic Intelligence

Leclerc Charity Fund

990PF • Fiscal year 2023 • EIN 04-6183548

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

10th percentile

-63%

Higher net margin than 10% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$65,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

23rd percentile

-2.5%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,527,057

Down $317,952 (-2.5%) from 2022

Net Assets

Down

$12,527,057

Down $317,952 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Up

$504,260

Up $47,775 (+10%) from 2022

Expenses

Down

$822,212

Down $16,534 (-2.0%) from 2022

Net Income

Up

-$317,952

Up $64,309 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,409,016Liabilities 2011: $02011Assets 2012: $7,963,208Liabilities 2012: $02012Assets 2013: $7,553,648Liabilities 2013: $0Net Assets 2013: $7,553,6482013Assets 2014: $7,606,936Liabilities 2014: $0Net Assets 2014: $7,606,9362014Assets 2015: $8,051,473Liabilities 2015: $0Net Assets 2015: $8,051,4732015Assets 2016: $9,367,520Liabilities 2016: $0Net Assets 2016: $9,367,5202016Assets 2017: $9,326,364Liabilities 2017: $0Net Assets 2017: $9,326,3642017Assets 2018: $12,183,293Liabilities 2018: $0Net Assets 2018: $12,183,2932018Assets 2019: $13,157,490Liabilities 2019: $6,654Net Assets 2019: $13,150,8362019Assets 2020: $12,790,841Liabilities 2020: $0Net Assets 2020: $12,790,8412020Assets 2021: $13,227,270Liabilities 2021: $0Net Assets 2021: $13,227,2702021Assets 2022: $12,845,009Liabilities 2022: $0Net Assets 2022: $12,845,0092022Assets 2023: $12,527,057Liabilities 2023: $0Net Assets 2023: $12,527,0572023Assets 2024: $12,481,316Liabilities 2024: $0Net Assets 2024: $12,481,3162024

Highlighted filing

2023

Assets$12,527,057
Liabilities$0
Net Assets$12,527,057
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $918,694Expenses 2011: $604,027Net Income 2011: $314,6672011Revenue 2012: $249,138Expenses 2012: $694,946Net Income 2012: -$445,8082012Revenue 2013: $276,806Expenses 2013: $686,366Net Income 2013: -$409,5602013Revenue 2014: $850,599Expenses 2014: $797,311Net Income 2014: $53,2882014Revenue 2015: $1,279,333Expenses 2015: $834,796Net Income 2015: $444,5372015Revenue 2016: $2,213,780Expenses 2016: $897,733Net Income 2016: $1,316,0472016Revenue 2017: $856,773Expenses 2017: $897,929Net Income 2017: -$41,1562017Revenue 2018: $3,770,955Expenses 2018: $914,026Net Income 2018: $2,856,9292018Revenue 2019: $1,891,162Expenses 2019: $923,619Net Income 2019: $967,5432019Revenue 2020: $505,226Expenses 2020: $865,221Net Income 2020: -$359,9952020Revenue 2021: $1,306,045Expenses 2021: $869,616Net Income 2021: $436,4292021Revenue 2022: $456,485Expenses 2022: $838,746Net Income 2022: -$382,2612022Revenue 2023: $504,260Expenses 2023: $822,212Net Income 2023: -$317,9522023Revenue 2024: $813,048Expenses 2024: $858,789Net Income 2024: -$45,7412024

Highlighted filing

2023

Revenue$504,260
Expenses$822,212
Net Income-$317,952
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica GoguenTrusteePT$65,000-$65,000
Michael LeclercTrustee-$0--
Armand MarcotteTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leclerc Charity Fund
EIN
04-6183548
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jessica Goguen
Title
Director
Phone
8008391754
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMERICAN WATER WORKS COMPANY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ARES MANAGEMENT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ASML HOLDING NV NY REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BAKER HUGHES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BERNSTEIN INTERMEDIATE DURATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BUILDERS FIRST SOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CAMECO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CBRE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CENTERPOINT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CHARTER COMMUNICATIONS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CUBESMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DYCOM INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EQUINIX, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FIRST CITIZENS BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GEN DIGITAL ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HCA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HYATT HOTELS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IDEXX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES BARCLAYS 1-3 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES CORE MSCI TOTAL INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ISHARES S&P 1500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ISHARESLEHMAN 7-10YR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LABCORP HLDGS INC (LABORATORY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LYONDELLBASELL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MASTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NESTLE S.A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PULTE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85REINSURANCE GROUP AMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86RESTAURANT BRANDS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ROCHE HOLDING LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SENSATA TECHNOLOGIES HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SPDR S&P GLOBAL NATURAL RESOUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SPIRIT AEROSYSTEMS HOLDINGS CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TAPESTRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VICI PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ZEBRA TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109ZIMMER BIOMET HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1470811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3902006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4593930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5390000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt612500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB ARYA PARTNERS (CAYMAN) FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB GLOBAL RESEARCH INSIGHTS SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB NEXT 50 EMERGING MKTS LXMBR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB PRVT CR MID MKT DIR LND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB SECURITIZED ASSETS FD CAYMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB-LSV PARTNERS I (CAYMAN), L.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AB-LSV PARTNERS II (CAYMAN), L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0576558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1585801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3878662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4618170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5456433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69950
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0201390
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0126332
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011256
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PFIC INCOME - AB SECURITIEZED ASSETS FD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0114401
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt19259
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt241622
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0504260
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0504260
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0126332
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0618000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0618000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0201390
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0201390
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-317952
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01357240
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011256
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011256
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0126332
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0443485
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt032500
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt032500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt033143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035867
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0165282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0165282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056935
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt07459
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07459
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01116
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0756102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt060775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0822212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0504260

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Filings

Displayed year

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

Open filing
Assets
$12,527,057
Liabilities
$0
Net assets
$12,527,057
Revenue
$504,260
Expenses
$822,212
Net income
-$317,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.81$0.86$0.05
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.50$0.82$0.32
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.46$0.84$0.38
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.31$0.87$0.44
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.51$0.87$0.36
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.01$13.2$1.89$0.92$0.97
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$3.77$0.91$2.86
2017Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.86$0.90$0.04
2016Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$2.21$0.90$1.32
2015Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$1.28$0.83$0.44
2014Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.85$0.80$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.28$0.69$0.41
2012Summary only. Only limited summary data is available for this year.$7.96$0.00$0.25$0.69$0.45
2011Summary only. Only limited summary data is available for this year.$8.41$0.00$0.92$0.60$0.31