Civic Intelligence

The Washington Square Fund

990PF • Fiscal year 2024 • EIN 13-1624213

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

CO Spiegler 54-17 31st Ave No 30Woodside, NY 11377-1160

(646) 479-5636

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

33rd percentile

0.00x

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

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

Net Margin

5th percentile

-94%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

59th percentile

5.9%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

84th percentile

75%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$4,562,749

Up $255,357 (+5.9%) from 2023

Net Assets

$4,562,749

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$193,926

Up $83,054 (+75%) from 2023

Expenses

Up

$376,571

Up $47,865 (+15%) from 2023

Net Income

Up

-$182,645

Up $35,189 (+16%) from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,980,603Liabilities 2010: $0Net Assets 2010: $2,980,6032010Assets 2011: $2,943,373Liabilities 2011: $61,0502011Assets 2012: $2,691,134Liabilities 2012: $0Net Assets 2012: $2,691,1342012Assets 2013: $2,566,215Liabilities 2013: $1Net Assets 2013: $2,566,2152013Assets 2014: $2,504,145Liabilities 2014: $1Net Assets 2014: $2,504,1452014Assets 2015: $2,318,414Liabilities 2015: $1Net Assets 2015: $2,318,4142015Assets 2016: $2,155,192Liabilities 2016: $0Net Assets 2016: $2,155,1922016Assets 2019: $3,679,545Liabilities 2019: $02019Assets 2020: $3,770,835Liabilities 2020: $0Net Assets 2020: $3,770,8352020Assets 2021: $4,558,504Liabilities 2021: $1Net Assets 2021: $4,558,5042021Assets 2022: $4,167,593Liabilities 2022: $1Net Assets 2022: $4,167,5932022Assets 2023: $4,307,392Liabilities 2023: $12023Assets 2024: $4,562,749Liabilities 2024: $0Net Assets 2024: $4,562,7492024Assets 2025: $4,741,136Liabilities 2025: $0Net Assets 2025: $4,741,1362025

Highlighted filing

2024

Assets$4,562,749
Liabilities$0
Net Assets$4,562,749

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $223,4972010Revenue 2011: $185,681Expenses 2011: $283,961Net Income 2011: -$98,2802011Expenses 2012: $272,3272012Revenue 2013: $150,507Expenses 2013: $275,426Net Income 2013: -$124,9192013Revenue 2014: $226,137Expenses 2014: $288,207Net Income 2014: -$62,0702014Revenue 2015: $123,298Expenses 2015: $309,029Net Income 2015: -$185,7312015Revenue 2016: $129,896Expenses 2016: $293,118Net Income 2016: -$163,2222016Revenue 2019: $114,165Expenses 2019: $321,661Net Income 2019: -$207,4962019Revenue 2020: $114,484Expenses 2020: $279,129Net Income 2020: -$164,6452020Revenue 2021: $624,012Expenses 2021: $313,606Net Income 2021: $310,4062021Revenue 2022: $622,796Expenses 2022: $387,178Net Income 2022: $235,6182022Revenue 2023: $110,872Expenses 2023: $328,706Net Income 2023: -$217,8342023Revenue 2024: $193,926Expenses 2024: $376,571Net Income 2024: -$182,6452024Revenue 2025: $502,487Expenses 2025: $377,863Net Income 2025: $124,6242025

Highlighted filing

2024

Revenue$193,926
Expenses$376,571
Net Income-$182,645
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN GRAHAMDirector, President-$0--
NEIL E BOTWINOFF ESQDirector, Vice President-$0--
JENNIFER KIMURADirector, Secretary-$0--
ORQUIDEA CORPORANDirector, Treasurer-$0--
LOUISE CHINNDirector-$0--
NIKKI WILLIAMS DIETRICHDirector-$0--
THERESA LAWRENCEDirector-$0--
EDITH MORRILLDirector-$0--
KATHERINE PALMERDirector-$0--
SUZANNE L RANDOLPHDirector-$0--
MARY-ELLEN WEINRIBDirector-$0--
Filing and Contact Details

Filer

Filer Name
Washington Square Fund
EIN
13-1624213
Phone
6464795636
Address
CO SPIEGLER 54-17 31ST AVE NO 30, WOODSIDE, NY 11377-1160

Signing Officer

Name
Sean Graham
Title
President
Phone
6464795636
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Michael R Koenecke CPA
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MASTERCARD INCORPORATED CL A (MA) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCDONALDS CORP (MCD) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MERCK & CO INC (MRK) 400.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34META PLATFORMS INC (META) 200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP (MSFT) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NESTLE ADR (NSRGY) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NEXTERA ENERGY INC (NEE) 2,500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NORFOLK SOUTHERN CORP (NSC) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ONEOK INC (OKE) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PEPSICO INC (PEP) 600.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PFIZER INC (PFE) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PHILLIPS 66 (PSX) 140.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROCTER AND GAMBLE CO (PG) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44RTX CORPORATION (RTX) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SCHWAB CHARLES CORP PFD (SCHWPRD) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TPG INC (TPG) 928.000 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0102060
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt091002
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INVESTMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0193102
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0193102
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013391
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013391
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt091002
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0824
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0102060
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0102060
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-182645
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0686828
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091002
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0152165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt040500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt080539
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0335634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0376571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0193102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0193926
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0101571
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0595826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt091002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt091002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0686828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt091002
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-182645
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0438002
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04562749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04307392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04562749
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0210006
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0210006
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0210006
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212121
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02115
IRS990PF/DistributableAmountGrp/TotalTaxAmt02115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08463
IRS990PF/FMVAssetsEOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0869305
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0901328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0901328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03374787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03592823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03592823
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04307392
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt068598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt068598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04307392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04307392
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04307392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024353
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04307035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062592
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04244443
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt064606
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0212121
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04242429
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04307035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEAN GRAHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NEIL E BOTWINOFF ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER KIMURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ORQUIDEA CORPORAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LOUISE CHINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5NIKKI WILLIAMS DIETRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6THERESA LAWRENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7EDITH MORRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KATHERINE PALMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9SUZANNE L RANDOLPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MARY-ELLEN WEINRIB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, SECRETARY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.50$0.38$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.19$0.38$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.31$0.00$0.11$0.33$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.62$0.39$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.62$0.31$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.11$0.28$0.16
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$0.11$0.32$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.13$0.29$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.12$0.31$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.29$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.15$0.28$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.27
2011Summary only. Only limited summary data is available for this year.$2.94$0.06$0.19$0.28$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.22