Civic Intelligence

The Perls Foundation 90150376

990PF • Fiscal year 2020 • EIN 04-6864032

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 28, 2021

Organization Profile
Lwct 230 Congress StBoston, MA 02110

(617) 523-6531

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.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$57,500

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

33rd percentile

0.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,472,049

Up $53,642 (+0.4%) from 2019

Net Assets

Up

$14,472,049

Up $53,642 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin49th percentile

Revenue

Up

$1,326,576

Up $270,633 (+26%) from 2019

Expenses

Up

$1,272,934

Up $50,334 (+4.1%) from 2019

Net Income

Up

$53,642

Up $220,299 (+132%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,285,514Liabilities 2010: $0Net Assets 2010: $18,285,5142010Assets 2011: $17,732,256Liabilities 2011: $0Net Assets 2011: $17,732,2562011Assets 2012: $17,222,376Liabilities 2012: $12012Assets 2013: $16,858,713Liabilities 2013: $0Net Assets 2013: $16,858,7132013Assets 2014: $16,418,514Liabilities 2014: $0Net Assets 2014: $16,418,5142014Assets 2015: $15,824,219Liabilities 2015: $0Net Assets 2015: $15,824,2192015Assets 2016: $15,025,124Liabilities 2016: $0Net Assets 2016: $15,025,1242016Assets 2017: $14,741,917Liabilities 2017: $0Net Assets 2017: $14,741,9172017Assets 2018: $14,585,064Liabilities 2018: $0Net Assets 2018: $14,585,0642018Assets 2019: $14,418,407Liabilities 2019: $0Net Assets 2019: $14,418,4072019Assets 2020: $14,472,049Liabilities 2020: $0Net Assets 2020: $14,472,0492020Assets 2021: $15,178,091Liabilities 2021: $0Net Assets 2021: $15,178,0912021Assets 2022: $14,316,991Liabilities 2022: $0Net Assets 2022: $14,316,9912022Assets 2023: $13,789,058Liabilities 2023: $0Net Assets 2023: $13,789,0582023Assets 2024: $12,853,855Liabilities 2024: $0Net Assets 2024: $12,853,8552024

Highlighted filing

2020

Assets$14,472,049
Liabilities$0
Net Assets$14,472,049
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $682,1832010Expenses 2011: $1,076,6652011Revenue 2012: $645,502Expenses 2012: $1,155,382Net Income 2012: -$509,8802012Revenue 2013: $734,511Expenses 2013: $1,098,174Net Income 2013: -$363,6632013Revenue 2014: $686,804Expenses 2014: $1,197,368Net Income 2014: -$510,5642014Revenue 2015: $600,479Expenses 2015: $1,194,774Net Income 2015: -$594,2952015Revenue 2016: $699,648Expenses 2016: $1,498,743Net Income 2016: -$799,0952016Revenue 2017: $1,016,005Expenses 2017: $1,299,827Net Income 2017: -$283,8222017Revenue 2018: $693,971Expenses 2018: $850,824Net Income 2018: -$156,8532018Revenue 2019: $1,055,943Expenses 2019: $1,222,600Net Income 2019: -$166,6572019Revenue 2020: $1,326,576Expenses 2020: $1,272,934Net Income 2020: $53,6422020Revenue 2021: $2,057,512Expenses 2021: $1,351,470Net Income 2021: $706,0422021Revenue 2022: $707,115Expenses 2022: $1,568,215Net Income 2022: -$861,1002022Revenue 2023: $822,195Expenses 2023: $1,350,128Net Income 2023: -$527,9332023Revenue 2024: $400,543Expenses 2024: $1,335,746Net Income 2024: -$935,2032024

Highlighted filing

2020

Revenue$1,326,576
Expenses$1,272,934
Net Income$53,642
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENNART C BRABERGTrusteePT$57,500-$57,500
HANNES BRABERGIndependent ContractorPT$57,500-$57,500
KATHERINE M PERLSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Perls Foundation
EIN
04-6864032
Phone
6175236531
Address
LWCT 230 CONGRESS ST, BOSTON, MA 02110

Signing Officer

Name
Katherine Perls
Title
Trustee
Phone
6175236531
Signed
2021-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Mary Harn
Phone
6175236531
Raw XML AppendixShowing 400 of 766 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TAXPAYER MAY BE REQUIRED TO FILE U.S. FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERSHIP EXCEPTION.THE TAXPAYER HAS AN INTEREST IN THE FOLLOWING PARTNERSHIPS:1. MICROVEST SHORT-DURATION FUND,LP,7315 WISCONSIN AVENUE, SUITE 300W, BETHESDA, MD 20814EIN: 27-2981077, WHICH FILED FORM 8865'S OR WAS A PARTNER IN FUNDS THAT FILED 8865'S FOR THE YEAR ENDED 12/31/19.2. MICROVEST+PLUS, LP7315 WISCONSIN AVENUE, SUITE 300W, BETHESDA, MD 20814EIN: 45-3177921, WHICH FILED FORM 8865'S OR WAS A PARTNER IN FUNDS THAT FILED 8865'S FOR THE YEAR ENDED 12/31/19.
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd301
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01326576
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01326576
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0983632
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0115000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0115000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0970000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0970000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0313183
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0334373
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053642
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04121885
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028884
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028884
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0983632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01152639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02840
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt040920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt043760
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-20313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-20313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0110428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0117428
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01094840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0152747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01272934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01305386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01326576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0124840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0152747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0302934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02868986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2144951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt422071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt824051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0963168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-5787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt368760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-22071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-7893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt85282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-24051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0963168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-5787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt368760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-22071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-7893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-24051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03832154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt260429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3213711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LWC: CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NIA: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NIA: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NIA: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NIA: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1: MICROVEST II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1: OUTSOURCED ASSETS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8K-1: NALCAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1: MICROVEST SHORT TERM DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10K-1: MICROVEST SHORT TERM DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11K-1: MICROVEST+PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0983632
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053642
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014472049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014418407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014472049
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01170399
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01170399
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01170399
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01186421
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016022
IRS990PF/DistributableAmountGrp/TotalTaxAmt016022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025100
IRS990PF/FMVAssetsEOYAmt026591542
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01635
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012102
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0204382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0203798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07143734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06823903
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018925577
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04789038
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04897662
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04916065
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014418407
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02484000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02534000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02534000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014418407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026591542
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014418407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014418407
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014472049
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024089773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02507478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016903616
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0361347
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04678679
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01186421
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023728426
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024089773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt157500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt257500
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/PersonNm0KATHERINE M PERLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LENNART C BRABERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HANNES BRABERG

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,472,049
Liabilities
$0
Net assets
$14,472,049
Revenue
$1,326,576
Expenses
$1,272,934
Net income
$53,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.40$1.34$0.94
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.82$1.35$0.53
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.71$1.57$0.86
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.06$1.35$0.71
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.33$1.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.06$1.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.69$0.85$0.16
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.02$1.30$0.28
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.70$1.50$0.80
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.60$1.19$0.59
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.69$1.20$0.51
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.73$1.10$0.36
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$0.65$1.16$0.51
2011Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.08
2010Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.68