Civic Intelligence

David F & Frances Eberhart Foundation

990PF • Fiscal year 2019 • EIN 13-3958121

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
305 East 87th StreetNew York, NY 10128

(212) 570-2400

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.16x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$5,572,917

Down $101,121 (-1.8%) from 2018

Net Assets

Down

$5,535,250

Down $138,788 (-2.4%) from 2018

Liabilities

Up

$37,667

Up $37,667 from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$228,385

Down $514,708 (-69%) from 2018

Expenses

Down

$354,009

Down $10,704 (-2.9%) from 2018

Net Income

Down

-$125,624

Down $504,004 (-133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,243,181Liabilities 2011: $02011Assets 2012: $4,308,134Liabilities 2012: $02012Assets 2013: $4,565,326Liabilities 2013: $30,0002013Assets 2014: $5,178,935Liabilities 2014: $02014Assets 2015: $5,628,735Liabilities 2015: $02015Assets 2018: $5,674,038Liabilities 2018: $0Net Assets 2018: $5,674,0382018Assets 2019: $5,572,917Liabilities 2019: $37,667Net Assets 2019: $5,535,2502019Assets 2020: $5,501,497Liabilities 2020: $0Net Assets 2020: $5,501,4972020Assets 2021: $5,704,829Liabilities 2021: $0Net Assets 2021: $5,704,8292021Assets 2022: $5,586,752Liabilities 2022: $0Net Assets 2022: $5,586,7522022Assets 2023: $6,148,646Liabilities 2023: $0Net Assets 2023: $6,148,6462023Assets 2024: $7,019,956Liabilities 2024: $0Net Assets 2024: $7,019,9562024

Highlighted filing

2019

Assets$5,572,917
Liabilities$37,667
Net Assets$5,535,250
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $577,810Expenses 2011: $155,259Net Income 2011: $422,5512011Revenue 2012: $343,164Expenses 2012: $278,211Net Income 2012: $64,9532012Revenue 2013: $487,521Expenses 2013: $260,329Net Income 2013: $227,1922013Revenue 2014: $952,143Expenses 2014: $308,534Net Income 2014: $643,6092014Revenue 2015: $817,608Expenses 2015: $367,808Net Income 2015: $449,8002015Revenue 2018: $743,093Expenses 2018: $364,713Net Income 2018: $378,3802018Revenue 2019: $228,385Expenses 2019: $354,009Net Income 2019: -$125,6242019Revenue 2020: $353,794Expenses 2020: $380,970Net Income 2020: -$27,1762020Revenue 2021: $550,327Expenses 2021: $372,507Net Income 2021: $177,8202021Revenue 2022: $345,409Expenses 2022: $451,137Net Income 2022: -$105,7282022Revenue 2023: $984,851Expenses 2023: $422,957Net Income 2023: $561,8942023Revenue 2024: $1,292,125Expenses 2024: $420,815Net Income 2024: $871,3102024

Highlighted filing

2019

Revenue$228,385
Expenses$354,009
Net Income-$125,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID F EBERHARTPresidentPT$0--
FRANCES A EBERHARTVice PresPT$0--
WENDY F EBERHARTSec'YPT$0--
TRACY A EBERHARTTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
David F and Frances a Eberhart
EIN
13-3958121
Phone
2125702400
Address
305 EAST 87TH STREET, NEW YORK, NY 10128

Signing Officer

Name
David Eberhart
Title
President
Phone
2125702400
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Berdon Llp
Address
360 MADISON AVENUE, NEW YORK, NY 10017
Preparer
Joseph Reinhardt
Phone
2128320400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50386 SHS MARRIOTT VACATIONS WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511800 SHS MASTEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521375 SHS MOTORCAR PARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531435 SHS NCR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541700 SHS SPARTAN MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551445 SHS SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56555 SHS VISTEON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm572935 SHS VISTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581645 SHS VOYA FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59735 SHS XPO LOGISTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60435 SHS ZIMMER BIOMET HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61590 SHS BCO US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62270 SHS BIOTELEMETRY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63701 SHS CERENCE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641005 SHS DENTSPLY SIRONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65870 SHS IAA US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66125 SHS ICU MEDICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671755 SHS KAR US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68245 SHS L3 HARRIS TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691200 SHS SSC TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70930 SHS STERICYCLE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711005 SHS YELP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721909 SHS ANACONDA MINING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731500 SHS BIOMIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741000 SHS CATASYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752500 SHS HARVEST HEALTH & RECREATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76200 SHS HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772000 SHS OPTIMIZERX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782200 SHS PING IDENTITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm796000 SHS POSTAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80200 SHS ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811200 SHS WALT DISNEY HOLDING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8235000 SHS ZOOMD TECHNOLOGIES LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm831500 SHS ZYMEWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841000 SHS WASTE MANAGEMENT INC (DEL) COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm851500 SHS BIOMIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm865000 SHS EVOFEM BIOSCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871730 SHS MASTEC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt047820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt060 SHS SPDR D&P 500 RTF TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt080317
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0147925
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0143
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0228385
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0228385
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02670
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05339
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0147925
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0320500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0320500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt080317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt080317
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-125624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01216377
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0147925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0197956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0323170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0354009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0228385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0228385
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02670
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1386938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt360487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4115329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5454940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-106014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt347529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-10449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5215073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt68577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-106014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt347529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-10449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5215073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1280924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3108016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4104880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5670013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0147925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-125624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013164
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05548414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05674038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05535250
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0343856
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0343856
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0343856
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0347815
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03959
IRS990PF/DistributableAmountGrp/TotalTaxAmt03959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07350176
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt071155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0202259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0201152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04826155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04880613
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06702659
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt037667
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt047820
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04140
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02717

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,572,917
Liabilities
$37,667
Net assets
$5,535,250
Revenue
$228,385
Expenses
$354,009
Net income
-$125,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$1.29$0.42$0.87
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.98$0.42$0.56
2022Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.35$0.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.55$0.37$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.35$0.38$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.04$5.54$0.23$0.35$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.74$0.36$0.38
2015Summary only. Only limited summary data is available for this year.$5.63$0.00$0.82$0.37$0.45
2014Summary only. Only limited summary data is available for this year.$5.18$0.00$0.95$0.31$0.64
2013Summary only. Only limited summary data is available for this year.$4.57$0.03$0.49$0.26$0.23
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$0.34$0.28$0.06
2011Summary only. Only limited summary data is available for this year.$4.24$0.00$0.58$0.16$0.42