Civic Intelligence

The Le Charitable Trust

990PF • Fiscal year 2023 • EIN 11-3133027

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 15, 2024

Organization Profile
1453 50th StreetBrooklyn, NY 11219

(917) 337-8074

Siviq Scores

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

Liabilities / Assets

90th percentile

0.71x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

11.20x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

94th percentile

77%

Faster asset growth than 94% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

106%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$8,727,692

Up $3,783,060 (+77%) from 2022

Net Assets

Up

$2,494,573

Up $124,360 (+5.2%) from 2022

Liabilities

Up

$6,233,119

Up $3,658,700 (+142%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin75th percentile

Revenue

Up

$556,741

Up $286,538 (+106%) from 2022

Expenses

Up

$432,381

Up $222,919 (+106%) from 2022

Net Income

Up

$124,360

Up $63,619 (+105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,960,309Liabilities 2011: $02011Assets 2012: $9,138,235Liabilities 2012: $02012Assets 2013: $10,998,513Liabilities 2013: $1,449,530Net Assets 2013: $9,548,9832013Assets 2014: $11,174,480Liabilities 2014: $1,341,377Net Assets 2014: $9,833,1032014Assets 2015: $13,375,077Liabilities 2015: $4,232,791Net Assets 2015: $9,142,2862015Assets 2016: $11,753,286Liabilities 2016: $2,204,852Net Assets 2016: $9,548,4342016Assets 2017: $10,479,434Liabilities 2017: $2,092,237Net Assets 2017: $8,387,1972017Assets 2018: $10,763,280Liabilities 2018: $2,204,090Net Assets 2018: $8,559,1902018Assets 2019: $9,603,584Liabilities 2019: $1,857,705Net Assets 2019: $7,745,8792019Assets 2020: $4,679,631Liabilities 2020: $2,589,829Net Assets 2020: $2,089,8022020Assets 2021: $4,945,541Liabilities 2021: $2,636,069Net Assets 2021: $2,309,4722021Assets 2022: $4,944,632Liabilities 2022: $2,574,419Net Assets 2022: $2,370,2132022Assets 2023: $8,727,692Liabilities 2023: $6,233,119Net Assets 2023: $2,494,5732023Assets 2024: $8,894,816Liabilities 2024: $6,367,598Net Assets 2024: $2,527,2182024

Highlighted filing

2023

Assets$8,727,692
Liabilities$6,233,119
Net Assets$2,494,573
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $873,454Expenses 2011: $483,853Net Income 2011: $389,6012011Revenue 2012: $757,500Expenses 2012: $580,381Net Income 2012: $177,1192012Revenue 2013: $1,118,302Expenses 2013: $708,742Net Income 2013: $409,5602013Revenue 2014: $1,130,801Expenses 2014: $848,232Net Income 2014: $282,5692014Revenue 2015: $1,713,061Expenses 2015: $2,403,791Net Income 2015: -$690,7302015Revenue 2016: $2,856,487Expenses 2016: $2,468,608Net Income 2016: $387,8792016Revenue 2017: $605,011Expenses 2017: $1,784,249Net Income 2017: -$1,179,2382017Revenue 2018: $582,276Expenses 2018: $412,677Net Income 2018: $169,5992018Revenue 2019: $1,468,164Expenses 2019: $2,282,563Net Income 2019: -$814,3992019Revenue 2020: $562,963Expenses 2020: $3,129,619Net Income 2020: -$2,566,6562020Revenue 2021: $257,053Expenses 2021: $100,003Net Income 2021: $157,0502021Revenue 2022: $270,203Expenses 2022: $209,462Net Income 2022: $60,7412022Revenue 2023: $556,741Expenses 2023: $432,381Net Income 2023: $124,3602023Revenue 2024: $601,249Expenses 2024: $568,604Net Income 2024: $32,6452024

Highlighted filing

2023

Revenue$556,741
Expenses$432,381
Net Income$124,360
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABRAHAM LOEFFLERTrustee-$0--
CHANY LOEFFLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Le Charitable Trust
EIN
11-3133027
Phone
9173378074
Address
1453 50TH STREET, BROOKLYN, NY 11219

Signing Officer

Name
Abraham Loeffler
Title
Trustee
Phone
9173378074
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Roth & Company Llp
Address
1428 36TH STREET SUITE 200, BROOKLYN, NY 11218
Preparer
Zacharia Waxler
Phone
7182361600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CHARLES SCHWAB NEW (SCHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CITIGROUP INC NEW (C)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DATADOG INC CL A (DDOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INTL BUSINESS MACHINES CORP (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LOCKHEED MARTIN CORP (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61M&T BANK CORP (MTB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MERCURY SYSTEMS INC (MRCY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63META PLATFORMS INC CL A (META)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MOBILEYE GLOBAL INC CL A (MBLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PAYPAL HLDGS INC COM (PYPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PHILIP MORRIS INTL INC (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PLUG POWER INC (PLUG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROCKET LAB USA INC (RKLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SHOPIFY INC (SHOP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SIMON PPTY GROUP INC (SPG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UBER TECHNOLOGIES INC (UBER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WALMART INC (WMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WALT DISNEY CO HLDG CO (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SPDR S&P 500 ETF TRUST
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0150554
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0152426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt060788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN LUDVIK & EVA HILMAN FAM PTR L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENT IN MIDWAY CASTLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt060788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0228833
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0345965
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-23733
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03068
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0-54225
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt055545
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01288
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0265001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0291740
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0556741
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0228833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0574798
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0124360
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt055545
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0719993
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0241791
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-23733
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0266856
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01288
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020590
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0287446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0556741
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0262381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0743726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-23733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-23733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0719993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-23733
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0124360
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02494573
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02370213
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02494573
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0590764
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0590764
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0590764
IRS990PF/DistributableAmountGrp/IncomeTaxAmt013751
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0608224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03709
IRS990PF/DistributableAmountGrp/TotalTaxAmt017460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012659
IRS990PF/FMVAssetsEOYAmt012825264
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017821
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt041489
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt041489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04653579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04730475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08826175
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02370213
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02494573
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt039144
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt066288
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt066288
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02574419
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06233119
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03728426
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt062500
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03728426
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt03728426
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0171588
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010460
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010460
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04944632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08727692
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012825264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02574419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06233119
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04944632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08727692
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02370213
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02494573
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0150554
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0152426
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012349729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0144119
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08380348
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0185246
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03825262
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0608224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012164483
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012349729
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00

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Filings

Displayed year

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

Open filing
Assets
$8,727,692
Liabilities
$6,233,119
Net assets
$2,494,573
Revenue
$556,741
Expenses
$432,381
Net income
$124,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.89$6.37$2.53$0.60$0.57$0.03
2023Detailed filing. Detailed filing data is available for this year.$8.73$6.23$2.49$0.56$0.43$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.94$2.57$2.37$0.27$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.95$2.64$2.31$0.26$0.10$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.68$2.59$2.09$0.56$3.13$2.57
2019Detailed filing. Detailed filing data is available for this year.$9.60$1.86$7.75$1.47$2.28$0.81
2018Detailed filing. Detailed filing data is available for this year.$10.8$2.20$8.56$0.58$0.41$0.17
2017Detailed filing. Detailed filing data is available for this year.$10.5$2.09$8.39$0.61$1.78$1.18
2016Detailed filing. Detailed filing data is available for this year.$11.8$2.20$9.55$2.86$2.47$0.39
2015Detailed filing. Detailed filing data is available for this year.$13.4$4.23$9.14$1.71$2.40$0.69
2014Detailed filing. Detailed filing data is available for this year.$11.2$1.34$9.83$1.13$0.85$0.28
2013Detailed filing. Detailed filing data is available for this year.$11.0$1.45$9.55$1.12$0.71$0.41
2012Summary only. Only limited summary data is available for this year.$9.14$0.00$0.76$0.58$0.18
2011Summary only. Only limited summary data is available for this year.$8.96$0.00$0.87$0.48$0.39