Civic Intelligence

Pannonia Foundation

990PF • Fiscal year 2021 • EIN 13-4112882

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 07, 2022

Organization Profile
CO Cfg Cpa 48 S Franklin Tpke 30Ramsey, NJ 07446

(201) 661-6600

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

75th percentile

69%

Higher net margin than 75% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

37%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$18,665,904

Up $1,923,845 (+11%) from 2020

Net Assets

Up

$18,665,904

Up $1,923,845 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin75th percentile

Revenue

Up

$2,773,554

Up $753,450 (+37%) from 2020

Expenses

Down

$849,709

Down $33,195 (-3.8%) from 2020

Net Income

Up

$1,923,845

Up $786,645 (+69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,200,423Liabilities 2011: $02011Assets 2012: $4,782,770Liabilities 2012: $02012Assets 2013: $6,184,328Liabilities 2013: $02013Assets 2014: $8,305,574Liabilities 2014: $02014Assets 2015: $9,152,780Liabilities 2015: $02015Assets 2019: $15,604,859Liabilities 2019: $02019Assets 2020: $16,742,059Liabilities 2020: $0Net Assets 2020: $16,742,0592020Assets 2021: $18,665,904Liabilities 2021: $0Net Assets 2021: $18,665,9042021Assets 2022: $18,311,248Liabilities 2022: $0Net Assets 2022: $18,311,2482022Assets 2023: $17,754,215Liabilities 2023: $0Net Assets 2023: $17,754,2152023Assets 2024: $19,502,969Liabilities 2024: $0Net Assets 2024: $19,502,9692024

Highlighted filing

2021

Assets$18,665,904
Liabilities$0
Net Assets$18,665,904
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,139,265Expenses 2011: $758,433Net Income 2011: $1,380,8322011Revenue 2012: $2,008,783Expenses 2012: $1,407,941Net Income 2012: $600,8422012Revenue 2013: $2,290,959Expenses 2013: $891,887Net Income 2013: $1,399,0722013Revenue 2014: $3,040,586Expenses 2014: $926,840Net Income 2014: $2,113,7462014Revenue 2015: $2,252,803Expenses 2015: $1,405,597Net Income 2015: $847,2062015Revenue 2019: $4,207,489Expenses 2019: $1,137,410Net Income 2019: $3,070,0792019Revenue 2020: $2,020,104Expenses 2020: $882,904Net Income 2020: $1,137,2002020Revenue 2021: $2,773,554Expenses 2021: $849,709Net Income 2021: $1,923,8452021Revenue 2022: $681,188Expenses 2022: $1,045,844Net Income 2022: -$364,6562022Revenue 2023: $459,377Expenses 2023: $1,016,410Net Income 2023: -$557,0332023Revenue 2024: $3,532,586Expenses 2024: $2,315,701Net Income 2024: $1,216,8852024

Highlighted filing

2021

Revenue$2,773,554
Expenses$849,709
Net Income$1,923,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM BARTOSPresident-$0--
MAHNAZ ISPAHANIVice President-$0--
Filing and Contact Details

Filer

Filer Name
Pannonia Foundation
EIN
13-4112882
Phone
2016616600
Address
CO CFG CPA 48 S FRANKLIN TPKE 30, RAMSEY, NJ 07446

Signing Officer

Name
Adam Bartos
Title
President
Phone
2016616600
Signed
2022-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Cfg CPA Llp
Address
48 S FRANKLIN TURNPIKE SUITE 300, RAMSEY, NJ 07446
Preparer
William M Monahan
Phone
2016616600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASTRAZENECA PLC SPON ADR FOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLOOM ENERGY CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROOKFIELD INFRASTRUCTURE CORP CLAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHUBB LTD. FOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COMCAST CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21D R HORTON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22D R HORTON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DODGE & COX INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EDP RENOVAVEIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FIDELITY CONSERVATIVE INCOME BOND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FIDELITY NATL INFORMATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIDELITY OVERSEAS FOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIRST SOLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34IBERDROLA SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTERNATIONAL PAPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES TR NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN MORTGAGE-BACKED SECURITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LENNAR CORP - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LENNAR CORP - CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LKQ CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LOWE'S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46N-ABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PENNON GROUP PLC FOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52QUANTA SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TOLL BROTHERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56TRANE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TRIMBLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ULTA BEAUTY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNILEVER PLC SP ADR FOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VANGUARD SHORT TERM INVT GRADE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WHIRLPOOL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt238243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AVALON BAY REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CROWN CASTLE INTL CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIGITAL REALTY TRUST REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt088407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt270571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0215237
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02558317
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02773554
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02773554
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09756
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09756
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019512
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02558317
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0629000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0629000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215237
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01923845
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06006665
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02558317
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02563359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0199204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0199204
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0639514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0210195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0849709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02773554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02773554
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010514
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0210195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0220709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0223342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21551655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31630354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-25291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21163760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31322414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt420569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-25291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt176865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21163760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31322414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt420569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0198051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1119862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22715415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32952768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt420569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIRST MANHATTAN PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIRST MANHATTAN PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02558317
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01923845
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018665904
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016742059
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018665904
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01141708
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01141708
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01141708
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01177339
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035631
IRS990PF/DistributableAmountGrp/TotalTaxAmt035631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039676
IRS990PF/FMVAssetsEOYAmt024622190
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05886184
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010198303
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010198303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0709869

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,665,904
Liabilities
$0
Net assets
$18,665,904
Revenue
$2,773,554
Expenses
$849,709
Net income
$1,923,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$3.53$2.32$1.22
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.46$1.02$0.56
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.68$1.05$0.36
2021Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$2.77$0.85$1.92
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.02$0.88$1.14
2019Summary only. Only limited summary data is available for this year.$15.6$0.00$4.21$1.14$3.07
2015Summary only. Only limited summary data is available for this year.$9.15$0.00$2.25$1.41$0.85
2014Summary only. Only limited summary data is available for this year.$8.31$0.00$3.04$0.93$2.11
2013Summary only. Only limited summary data is available for this year.$6.18$0.00$2.29$0.89$1.40
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$2.01$1.41$0.60
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$2.14$0.76$1.38