Civic Intelligence

The Deeds Foundation

990PF • Fiscal year 2020 • EIN 13-3752427

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 24, 2021

Organization Profile
21 East 87th Street Apt 7BNew York, NY 10128

(212) 249-7212

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

3.1%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,092,557

Up $124,080 (+3.1%) from 2019

Net Assets

Up

$4,071,147

Up $102,670 (+2.6%) from 2019

Liabilities

Up

$21,410

Up $21,410 from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin82nd percentile

Revenue

Down

$495,064

Down $207,081 (-29%) from 2019

Expenses

Down

$318,956

Down $21,696 (-6.4%) from 2019

Net Income

Down

$176,108

Down $185,385 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,872,543Liabilities 2011: $0Net Assets 2011: $3,872,5432011Assets 2012: $3,792,555Liabilities 2012: $0Net Assets 2012: $3,792,5552012Assets 2013: $3,698,838Liabilities 2013: $0Net Assets 2013: $3,698,8382013Assets 2014: $3,701,392Liabilities 2014: $0Net Assets 2014: $3,701,3922014Assets 2015: $3,314,260Liabilities 2015: $0Net Assets 2015: $3,314,2602015Assets 2016: $3,181,923Liabilities 2016: $0Net Assets 2016: $3,181,9232016Assets 2017: $3,564,092Liabilities 2017: $0Net Assets 2017: $3,564,0922017Assets 2018: $3,604,427Liabilities 2018: $0Net Assets 2018: $3,604,4272018Assets 2019: $3,968,477Liabilities 2019: $0Net Assets 2019: $3,968,4772019Assets 2020: $4,092,557Liabilities 2020: $21,410Net Assets 2020: $4,071,1472020Assets 2021: $4,287,423Liabilities 2021: $0Net Assets 2021: $4,287,4232021Assets 2022: $4,416,235Liabilities 2022: $0Net Assets 2022: $4,416,2352022Assets 2023: $4,220,896Liabilities 2023: $0Net Assets 2023: $4,220,8962023Assets 2024: $4,261,453Liabilities 2024: $0Net Assets 2024: $4,261,4532024

Highlighted filing

2020

Assets$4,092,557
Liabilities$21,410
Net Assets$4,071,147
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $331,6822011Expenses 2012: $375,5862012Revenue 2013: $241,949Expenses 2013: $335,666Net Income 2013: -$93,7172013Revenue 2014: $406,837Expenses 2014: $404,283Net Income 2014: $2,5542014Revenue 2015: -$3,293Expenses 2015: $383,368Net Income 2015: -$386,6612015Revenue 2016: $192,917Expenses 2016: $325,257Net Income 2016: -$132,3402016Revenue 2017: $723,008Expenses 2017: $342,166Net Income 2017: $380,8422017Revenue 2018: $375,009Expenses 2018: $339,813Net Income 2018: $35,1962018Revenue 2019: $702,145Expenses 2019: $340,652Net Income 2019: $361,4932019Revenue 2020: $495,064Expenses 2020: $318,956Net Income 2020: $176,1082020Revenue 2021: $678,634Expenses 2021: $462,358Net Income 2021: $216,2762021Revenue 2022: $551,138Expenses 2022: $422,326Net Income 2022: $128,8122022Revenue 2023: $225,052Expenses 2023: $420,391Net Income 2023: -$195,3392023Revenue 2024: $513,211Expenses 2024: $472,654Net Income 2024: $40,5572024

Highlighted filing

2020

Revenue$495,064
Expenses$318,956
Net Income$176,108
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 24, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE ALLEN NIXONPres.;Assist Treas; Director-$0--
MARK BRADYVP, Trea.;Dir.;Assist. Sec.-$0--
ALEXANDER M LAUGHINVP; Secretary; Director-$0--
LAURA S BENNETTVP; Director-$0--
Filing and Contact Details

Filer

Filer Name
The Deeds Foundation
EIN
13-3752427
Phone
2122497212
Address
21 EAST 87TH STREET APT 7B, NEW YORK, NY 10128

Signing Officer

Name
Laura S Bennett
Title
Vice-president & Director
Phone
2122497212
Signed
2021-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Sheehan & Company CPA Pc
Address
165 ORINOCO DRIVE, BRIGHTWATERS, NY 11718
Preparer
Kevin Schmutz
Phone
6316657040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48209 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49540 MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50541 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51360 MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5226 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53244 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54203 NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5580 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5639 O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57203 OTIS WORLDWIDE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58157 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591100 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60390 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61266 PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6297 PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63196 PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641273 RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6559 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6643 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm673000 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68290 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6989 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70130 SQUARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7162 SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72450 SPDR DOW JONES INDUSTRIAL AVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73760 SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74110 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75175 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7648 THERMO FISCHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77260 TRANE TECHNOLOGIES PUBLIC LIMITED CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7820 THE TRADE DESK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79465 TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80100 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81160 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8290 VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83234 VISA INC-CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84360 VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85121 YUM! BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm867,178.473 BNY MELLON GLOBAL EMERGING MARKETS FUND CLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm874,887.585 BNY MELLON INTERNATIONAL EQUITY FUND CLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8815,581.353 BNY MELLON INTERNATIONAL STOCK FUND CLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89940 ISHARES TR S & P MIDCAP 400 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901030 ISHARES RUSSELL 2000 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm913550 ISHARES TR S & P SMALLCAP 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm921400 ISHARES RUSSELL MIDCAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm933,461.753 PARNASSUS MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0127793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt375112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt010,040.971 BNY MELLON BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115,279.061 BNY MELLON CORPORATE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt212,379.734 BNY MELLON FLOATING RATE INCOME FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt311,885.995 BNY MELLON HIGH YIELD FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48,453.085 BNY MELLON SHORT-TERM US GOVERNMENT SECURTIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PTP K-1 PLAINS ALL AMERICAN PIPELINE L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0134147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2140015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt373099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt499155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt094577
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0396585
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01625
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02277
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0495064
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0495064
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0396585
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0294850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0294850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt094577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt094577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0176108
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01217924
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03417
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0396585
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0472905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019903
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0294850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0318956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0495064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0495064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0821438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0384240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0384240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01205678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BNY MELLON #8710 (PUBLICLY TRADED SECURITIES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PLAINS ALL AMERICAN PIPELINE , L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0396585
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0176108
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt073438
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04144585
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03968477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04071147
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0271377
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0271377
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0271377
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0361
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0278311
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06573
IRS990PF/DistributableAmountGrp/TotalTaxAmt06934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00

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Filings

Displayed year

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

Open filing
Assets
$4,092,557
Liabilities
$21,410
Net assets
$4,071,147
Revenue
$495,064
Expenses
$318,956
Net income
$176,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.51$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.23$0.42$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.55$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.68$0.46$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.02$4.07$0.50$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.70$0.34$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.38$0.34$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.72$0.34$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.33$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.00$0.38$0.39
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.41$0.40$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.24$0.34$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.33