Civic Intelligence

Leona Bothmer Foundation

990PF • Fiscal year 2024 • EIN 06-1816606

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 23, 2025

Organization Profile
Sullivan Worcester1251 Sixth AvNew York, NY 10020

(212) 660-3089

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

3.2%

Higher net margin than 42% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

138%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,054,928

Up $15,872 (+0.5%) from 2023

Net Assets

Up

$3,054,928

Up $15,872 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin42nd percentile

Revenue

Up

$494,409

Up $286,753 (+138%) from 2023

Expenses

Up

$478,537

Up $29,851 (+6.7%) from 2023

Net Income

Up

$15,872

Up $256,902 (+107%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,418,314Liabilities 2011: $02011Assets 2012: $4,209,303Liabilities 2012: $02012Assets 2013: $4,069,073Liabilities 2013: $02013Assets 2014: $3,861,894Liabilities 2014: $02014Assets 2015: $3,724,765Liabilities 2015: $02015Assets 2019: $3,947,091Liabilities 2019: $0Net Assets 2019: $3,947,0912019Assets 2020: $3,566,098Liabilities 2020: $0Net Assets 2020: $3,566,0982020Assets 2021: $3,423,871Liabilities 2021: $0Net Assets 2021: $3,423,8712021Assets 2022: $3,280,086Liabilities 2022: $0Net Assets 2022: $3,280,0862022Assets 2023: $3,039,056Liabilities 2023: $0Net Assets 2023: $3,039,0562023Assets 2024: $3,054,928Liabilities 2024: $0Net Assets 2024: $3,054,9282024

Highlighted filing

2024

Assets$3,054,928
Liabilities$0
Net Assets$3,054,928
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $131,779Expenses 2011: $345,551Net Income 2011: -$213,7722011Revenue 2012: $156,397Expenses 2012: $365,408Net Income 2012: -$209,0112012Revenue 2013: $219,221Expenses 2013: $357,668Net Income 2013: -$138,4472013Revenue 2014: $209,508Expenses 2014: $416,687Net Income 2014: -$207,1792014Revenue 2015: $257,060Expenses 2015: $394,189Net Income 2015: -$137,1292015Revenue 2019: $739,432Expenses 2019: $390,829Net Income 2019: $348,6032019Revenue 2020: $70,811Expenses 2020: $451,804Net Income 2020: -$380,9932020Revenue 2021: $320,269Expenses 2021: $462,496Net Income 2021: -$142,2272021Revenue 2022: $349,749Expenses 2022: $493,534Net Income 2022: -$143,7852022Revenue 2023: $207,656Expenses 2023: $448,686Net Income 2023: -$241,0302023Revenue 2024: $494,409Expenses 2024: $478,537Net Income 2024: $15,8722024

Highlighted filing

2024

Revenue$494,409
Expenses$478,537
Net Income$15,872
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Constantine P RalliTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leona Bothmer Foundation
EIN
06-1816606
Phone
2126603089
Address
Sullivan Worcester1251 Sixth Av, New York, NY 10020

Signing Officer

Name
Constantine P Ralli
Title
Trustee
Phone
2126603089
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Worcester LLP
Address
1251 Avenue of the Americas, New York, NY 10020
Preparer
J Gina Rim
Phone
2126605023
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 shs. Celanese Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 shs. Chevron Corportion
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm580 shs. Costco Whsl Corp New
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 shs. Emerson Electric Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8352 shs. Ingersoll Rand Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 shs. Trane Technologies PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 shs, Merck & Co., Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11420 shs. Pepsico Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121,060 shs. Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200 shs. Procter & Gamble Company
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28300 shs. Mondelez International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29500 shs Schwab Charles Corportation
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm316,315.986 shs. BNY Floating Rate Income Fd - Cl Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3225,767.236 shs. BNY Mellon Intermediate Bond - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33200 shs. Air Products & Chemicals Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34300 shs. Agilent Technologies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35250 shs. Starbucks Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,500 shs. Comcast Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37450 shs. Eaton Corp PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38200 shs. Union Pac Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3923,623.825 shs. BNY Mellon Corporate Bond Fund - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm406,258.45 shs. BNY Mellon Short Term US Govmt Sec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4150 shs. Adobe Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42300 shs. American International Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43150 shs. Blackstone Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4450 shs. CME Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45150 shs. Meta Platforms Inc (formerly Facebook Inc.) - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4640 shs. Lockheed Martin Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47500 shs. MGM Resorts International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4850 shs. McDonald's Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4950 shs. Netflix Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50400 shs. Nextera Energy Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512,800 shs. Nvidia Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52150 shs. Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53100 shs. T-Mobile US Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5450 shs. Thermo Fischer Scientific Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5575 shs. UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56450 shs. Walmart Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57300 shs. Honeywell Intl Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58700 shs. JPMorgan Chase & Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59500 shs. Microsoft Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60600 shs. Walt Disney Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6137,389.587 shs. BNY Mellon Bond Fund - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,600 shs. Broadcom Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63275 shs. Accenture PLC - Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64250 shs. Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6518,920.873 shs. BNY Mellon High Yield - Cl I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm666,452.36 shs. BNY Mellon International Fund Cl M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671,000 shs. Alphabet Inc. - Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68600 shs. Alphabet Inc. - Class C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69500 shs. Amazon.Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70660 shs. AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71400 shs. Exelon Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72133 shs. Constellation Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm733,000 shs. Ishares Msci Emerging Markets Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74150 shs. Ishares Core S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,150 shs. Ishares Russell 2000 Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76200 shs. Lilly Eli & Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77800 shs SPDR Standard & Poors Midcap 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781,500 shs. Apple Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm796,189.373 shs. BNY Mellon International Stock Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80300 shs. Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81321 shs., Kenvue Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82325 shs. Phillip Morris International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83200 shs. Applied Materials Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8470 shs. Berkshire Hathaway Inc Del Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85250 shs. Exxon Mobil Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86225 shs. Medtronic PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0139107
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0352766
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02536
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0494409
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0494409
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0352766
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028433
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt056866
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0330000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0330000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0139107
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0139107
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015872
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0648718
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02536
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02536
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06654
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019962
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0352766
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0423237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt071248
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0461
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0330000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0478537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0494409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0494409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1122671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1417878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt154515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1629167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt184394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1995000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2052178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2114763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt511900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt617140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt839902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt916639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1044420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1117064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1322292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1558188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1610143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1716993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1928986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-9170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-2178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt617140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt839902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt916639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1044420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1117064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1322292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1558188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1610143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1716993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1928986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-9170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-2178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618266

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Filings

Displayed year

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

Open filing
Assets
$3,054,928
Liabilities
$0
Net assets
$3,054,928
Revenue
$494,409
Expenses
$478,537
Net income
$15,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.49$0.48$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.21$0.45$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.35$0.49$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.32$0.46$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.07$0.45$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.74$0.39$0.35
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$0.26$0.39$0.14
2014Summary only. Only limited summary data is available for this year.$3.86$0.00$0.21$0.42$0.21
2013Summary only. Only limited summary data is available for this year.$4.07$0.00$0.22$0.36$0.14
2012Summary only. Only limited summary data is available for this year.$4.21$0.00$0.16$0.37$0.21
2011Summary only. Only limited summary data is available for this year.$4.42$0.00$0.13$0.35$0.21