Civic Intelligence

The David and Eunice Bigelow Foundation Inc.

990PF • Fiscal year 2022 • EIN 06-1535327

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
134 East AveNorwalk, CT 06851

(203) 227-7470

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.

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

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

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.

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

Asset Growth

48th percentile

-0.8%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,138,826

Down $67,960 (-0.8%) from 2021

Net Assets

Down

$8,138,826

Down $67,960 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin26th percentile

Revenue

Down

$891,039

Down $175,868 (-16%) from 2021

Expenses

Down

$958,999

Down $390,449 (-29%) from 2021

Net Income

Up

-$67,960

Up $214,581 (+76%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2010: $3,007,397Liabilities 2010: $0Net Assets 2010: $3,007,3972010Assets 2011: $2,954,717Liabilities 2011: $0Net Assets 2011: $2,954,7172011Assets 2012: $3,137,390Liabilities 2012: $0Net Assets 2012: $3,137,3902012Assets 2013: $3,644,324Liabilities 2013: $0Net Assets 2013: $3,644,3242013Assets 2014: $4,154,241Liabilities 2014: $0Net Assets 2014: $4,154,2412014Assets 2015: $4,548,011Liabilities 2015: $0Net Assets 2015: $4,548,0112015Assets 2017: $5,738,764Liabilities 2017: $0Net Assets 2017: $5,738,7642017Assets 2018: $6,448,368Liabilities 2018: $0Net Assets 2018: $6,448,3682018Assets 2019: $6,617,282Liabilities 2019: $0Net Assets 2019: $6,617,2822019Assets 2020: $8,476,327Liabilities 2020: $0Net Assets 2020: $8,476,3272020Assets 2021: $8,206,786Liabilities 2021: $0Net Assets 2021: $8,206,7862021Assets 2022: $8,138,826Liabilities 2022: $0Net Assets 2022: $8,138,8262022Assets 2023: $8,329,882Liabilities 2023: $12023Assets 2024: $8,223,779Liabilities 2024: $0Net Assets 2024: $8,223,7792024

Highlighted filing

2022

Assets$8,138,826
Liabilities$0
Net Assets$8,138,826
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $189,2132010Expenses 2011: $204,7262011Expenses 2012: $364,1362012Revenue 2013: $819,044Expenses 2013: $312,110Net Income 2013: $506,9342013Revenue 2014: $836,446Expenses 2014: $326,529Net Income 2014: $509,9172014Revenue 2015: $744,227Expenses 2015: $350,457Net Income 2015: $393,7702015Revenue 2017: $956,884Expenses 2017: $441,812Net Income 2017: $515,0722017Revenue 2018: $1,419,485Expenses 2018: $709,881Net Income 2018: $709,6042018Revenue 2019: $873,001Expenses 2019: $704,087Net Income 2019: $168,9142019Revenue 2020: $3,089,362Expenses 2020: $459,658Net Income 2020: $2,629,7042020Revenue 2021: $1,066,907Expenses 2021: $1,349,448Net Income 2021: -$282,5412021Revenue 2022: $891,039Expenses 2022: $958,999Net Income 2022: -$67,9602022Revenue 2023: $1,128,356Expenses 2023: $937,300Net Income 2023: $191,0562023Revenue 2024: $1,065,304Expenses 2024: $1,109,521Net Income 2024: -$44,2172024

Highlighted filing

2022

Revenue$891,039
Expenses$958,999
Net Income-$67,960
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David C BigelowPresident-$0--
Eunice J BigelowVP/Treasurer-$0--
David L GodfreySecretary-$0--
Cynthia R BigelowDirector-$0--
Filing and Contact Details

Filer

Filer Name
David and Eunice Bigelow Foundation
EIN
06-1535327
Phone
2032277470
Address
134 East Ave, Norwalk, CT 06851

Signing Officer

Name
David Godfrey
Title
Secretary
Phone
2032277470
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Godfrey
Address
134 East Avenue, Norwalk, CT 06851
Preparer
David L Godfrey
Phone
2032277470
Raw XML AppendixShowing 400 of 1,216 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.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0140M AMC Networks Inc 4.75% 12/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm160M AMC Networks Inc 5.00% 04/01/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm250M American Electric Power 2.031% 3/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3200M Ashland Global Inc 6.5% 6/30/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4100M Ball Corp 4% 11/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm590M Ball Corp 4.875% due 3/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6100M Black Hills Corp 1.037% 8/23/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7175M Carpenter Technology 6.375% Bonds 7/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8200M Central Garden 5.125% bonds due 2/01/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9150M Dell Technologies 7.1% due 4/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10175M Delta Air Lines 2.90% bonds 10/28/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1125M Delta Air Lines 7.375% Bonds 1/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12118M Energy Transfer EQ 5.875% 1/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1325M Ford Motor Credit 4.00% 6/20/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1450M Ford Motor Credit 4.134% 8/04/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1525M Ford Motor Credit 5.125% 6/16/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16190M Hillenbrand Inc 5.75% 6/15/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17150M Ipalco Enterprises 3.70% 9/01/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18150M Perkinelmer Inc .85% 9/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19200M Seagate Technologies 4.875% 3/01/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20150M Scotts Miracle Gro 4.5% 10/15/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2130M Scotts Miracle Gro 5.25% 12/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2250M Service Corp Intl 5.125% Bonds 6/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23175M Spectrum Brands 5.75% 7/15/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2475M Spectra Energy 4.75% 3/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2550M Spirit Aerosystems 3.85% 6/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2625M Sprint Corp 7.125% 6/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2775M Sprint Corp 7.625% 2/15/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm281770M Teleflex Inc 4.625% bonds due 11/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29Treehouse Foods 4.0% bonds due 9/1/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30170M United Rentals 5.5% 05/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0143612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt160684
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt248080
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3211461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt497471
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt589778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt693245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7190323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8211940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9162997
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10159275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12118884
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1325177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1450038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1525745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16203002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17145926
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1823134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19202844
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20153115
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2130755
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2255569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23177081
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2474365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2547680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2625619
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2777914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28185586
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29176448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30160671
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0107100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt156175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt248194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3189189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt498250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt586737
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt693321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7166250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8187500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9161437
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10165156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1125563
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12118356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1322368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1446889
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1524006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16190000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17145500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1823217
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19196250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20121500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2128350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2246875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23172812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2474290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2545250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2625469
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2777344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28167707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29148750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30153062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0110574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt424617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6114664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7115508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9134662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10142896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1191135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1279915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1384561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14107553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1556904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1646870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1761815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1857170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1981825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2067499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21209874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2281549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2396415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2482473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2548099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2677163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2713106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28106030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2929121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30154892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32111511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33115082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34155479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35104143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3641005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3715017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38168976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3980629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40135786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41172920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4234614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43155135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44189145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4564530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46123249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4750671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48150035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt044400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2132345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3186333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4100800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5246867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6125726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt790650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8154450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9191452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10101898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1128489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12364446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1327710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1487336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1585055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1651989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17245868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1850550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19132675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20192112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21107928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2287246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23175515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2473070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25139540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26117513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2722246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28225825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29213750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30274166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31145691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3286090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33198400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34118704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35225992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3679076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37212954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38139008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39115385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40123318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41123991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4234905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43144583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44165373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4559040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46116950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4746040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48148380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 3D Systems Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1600 Airproducts & Chemicals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32100 Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41200 Amazon Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51900 Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61350 Aptiv PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73500 Atlantica Sustainable
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500 Berkshire Hathaway Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm995 Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103700 Brookfield Renewable Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11805 Coinbase Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12850 Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13500 Docusign Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14600 Ecolab Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151140 Edwards Life Sciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16700 Globus Medical Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171200 Iquvia Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18250 Illumina Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19500 Intuitive Surgical New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201600 Jacobs Engineering Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212400 Madison Square Garden Entertainment
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22725 Meta Platforms Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231500 Nike Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24500 Nvidia Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251000 Palo Alto Networks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261000 Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27100 Penumbra Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281250 Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291500 Quanta Services Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30380 Regeneron Pharmacueticals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31700 Resmed Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321000 Splunk Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332000 Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm344800 Uber Technologies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351300 United Parcel Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36490 Veeva Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371025 Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381450 Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39450 Zebra Technologies Corp A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm405675 Allstate Corp 5.625% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm416757 AT&T Inc 5% Pfd Ser A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422268 Brookfield Infra 5% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm436129 Charles Schwab C 5.95% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm447250 Digital Real 5.85% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm453000 First Republic 5.125% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm465000 JPMorgan Chase 5.75% Pfd Ser D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472000 Metlife Inc 5.625% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm486000 Wells Fargo 6.625% Pfd
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt073088
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt072919
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt083976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0600 American Tower Corp REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0253804
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0243202
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0350
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt048
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd042
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0497404
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0497404
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0243202
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0884951
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0884951
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0375259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0253804
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0253804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-67960
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02298405
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0243202
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0458369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt037803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt037803
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01184
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0903343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0958999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0497356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0891039
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0777449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11277754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1249322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1249322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0768988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11527076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Schwab - ST Gain/Loss
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Schwab - LT Gain/Loss
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0243202
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67960
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08138826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08206786
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08138826
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0545238
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0545238
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0545238
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0551609
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06371
IRS990PF/DistributableAmountGrp/TotalTaxAmt06371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06371
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011840
IRS990PF/FMVAssetsEOYAmt010153436
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-101554
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-58885
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-58885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02500077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03453998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03212867
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03643474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04364842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06577612
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0392700
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt083976
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0127116
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08206786
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08138826
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01633961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0221807
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0221807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08206786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08138826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010153436
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08206786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08138826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08206786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08138826
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0138128
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt073088
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt072919
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011200187
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0537010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010663177
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0168003
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0551609
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011032184
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011200187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,138,826
Liabilities
$0
Net assets
$8,138,826
Revenue
$891,039
Expenses
$958,999
Net income
-$67,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$1.07$1.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$8.33$0.00$1.13$0.94$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.89$0.96$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$1.07$1.35$0.28
2020Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$3.09$0.46$2.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$0.87$0.70$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$1.42$0.71$0.71
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.96$0.44$0.52
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.74$0.35$0.39
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.84$0.33$0.51
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.64$0.00$3.64$0.82$0.31$0.51
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.36
2011Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.20
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $5M-$10M nonprofits