Civic Intelligence

The Irving Weinstein Foundation Inc C/O Nisivoccia LLP

990PF • Fiscal year 2019 • EIN 13-6093068

Apr 01, 2018 to Mar 31, 2019 • Filed on Nov 01, 2019

Organization Profile
1140 Route 22 EastBridgewater, NJ 08807

(732) 906-6222

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

37th percentile

$52,200

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

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

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,243,869

Up $4,065 (+0.1%) from 2018

Net Assets

Up

$6,243,869

Up $4,065 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin43rd percentile

Revenue

Down

$476,540

Down $319,851 (-40%) from 2018

Expenses

Up

$472,475

Up $23,552 (+5.2%) from 2018

Net Income

Down

$4,065

Down $343,403 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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: $7,401,698Liabilities 2011: $0Net Assets 2011: $7,401,6982011Assets 2012: $6,735,317Liabilities 2012: $0Net Assets 2012: $6,735,3172012Assets 2013: $6,818,326Liabilities 2013: $0Net Assets 2013: $6,818,3262013Assets 2014: $6,384,363Liabilities 2014: $0Net Assets 2014: $6,384,3632014Assets 2015: $6,243,052Liabilities 2015: $0Net Assets 2015: $6,243,0522015Assets 2016: $6,029,601Liabilities 2016: $0Net Assets 2016: $6,029,6012016Assets 2017: $5,892,336Liabilities 2017: $0Net Assets 2017: $5,892,3362017Assets 2018: $6,239,804Liabilities 2018: $0Net Assets 2018: $6,239,8042018Assets 2019: $6,243,869Liabilities 2019: $0Net Assets 2019: $6,243,8692019Assets 2020: $6,323,645Liabilities 2020: $0Net Assets 2020: $6,323,6452020Assets 2021: $6,038,522Liabilities 2021: $0Net Assets 2021: $6,038,5222021Assets 2022: $6,058,345Liabilities 2022: $0Net Assets 2022: $6,058,3452022Assets 2023: $5,616,637Liabilities 2023: $0Net Assets 2023: $5,616,6372023Assets 2024: $5,193,734Liabilities 2024: $0Net Assets 2024: $5,193,7342024Assets 2025: $4,984,497Liabilities 2025: $0Net Assets 2025: $4,984,4972025

Highlighted filing

2019

Assets$6,243,869
Liabilities$0
Net Assets$6,243,869
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $600,7542011Expenses 2012: $496,8252012Expenses 2013: $347,8572013Revenue 2014: $1,247Expenses 2014: $435,210Net Income 2014: -$433,9632014Revenue 2015: $315,584Expenses 2015: $456,895Net Income 2015: -$141,3112015Revenue 2016: $209,963Expenses 2016: $423,414Net Income 2016: -$213,4512016Revenue 2017: $258,609Expenses 2017: $395,874Net Income 2017: -$137,2652017Revenue 2018: $796,391Expenses 2018: $448,923Net Income 2018: $347,4682018Revenue 2019: $476,540Expenses 2019: $472,475Net Income 2019: $4,0652019Revenue 2020: $505,519Expenses 2020: $425,743Net Income 2020: $79,7762020Revenue 2021: $146,995Expenses 2021: $432,118Net Income 2021: -$285,1232021Revenue 2022: $225,857Expenses 2022: $426,681Net Income 2022: -$200,8242022Revenue 2023: $147,486Expenses 2023: $457,155Net Income 2023: -$309,6692023Revenue 2024: $129,378Expenses 2024: $439,117Net Income 2024: -$309,7392024Revenue 2025: $222,456Expenses 2025: $421,303Net Income 2025: -$198,8472025

Highlighted filing

2019

Revenue$476,540
Expenses$472,475
Net Income$4,065
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard LipkinSecretaryPT$52,200-$52,200
Joan LipkinVice President-$16,200-$16,200
Steven LipkinTreasurerPT$16,200-$16,200
Filing and Contact Details

Filer

Filer Name
The Irving Weinstein Foundation Inc
EIN
13-6093068
Phone
7329066222
Address
1140 ROUTE 22 EAST, BRIDGEWATER, NJ 08807

Signing Officer

Name
Richard Lipkin
Title
Secretary
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Company PC
Address
1140 Route 22 East Suite 203, Bridgewater, NJ 08807
Preparer
James F Anderson
Phone
7329066222
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt084600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0298958
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0298958
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124759
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124759
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01335463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0283300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0430723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021721
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt047809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt064995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt064995
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0426913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0472475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0476540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0476540
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0127955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt045817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0173517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04552
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt064746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1160318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt283821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt359484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt422643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5373464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt746094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8142904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt947320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt438921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-21432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-9378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-7247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11266540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt438921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-21432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-9378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-7247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11266540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1159310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt292336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt366346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt461564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5352032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt649695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt743079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8133526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10266540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01685 Ishares MSCI Brazil ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112378 AQR Long-Short Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21445 Ishare Core MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31145 Ishare MSCI Japan ETF New
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4220 SPDR 500 ETF TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc534013 Doubleline Total Return BD Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc65679 Franklin FTLG Rate Daily Access
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73590 AQR Long-Short Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83565 Ishares MSCI Eurzone ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91285 Eventide Healthcare & Life
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1012378 AQR Long-Short Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Pass-thru K-1 Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0283300
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06243869
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06239804
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06243869
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0363667
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0363667
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0363667
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0367974
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04307
IRS990PF/DistributableAmountGrp/TotalTaxAmt04307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02508
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01980
IRS990PF/FMVAssetsEOYAmt07848928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0953846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0516617
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0549101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02066342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02658154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03828676
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03002348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02935992
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03338045
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06239804
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06243869
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0217268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0133106
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0133106
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06239804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06243869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07848928

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Filings

Displayed year

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

Open filing
Assets
$6,243,869
Liabilities
$0
Net assets
$6,243,869
Revenue
$476,540
Expenses
$472,475
Net income
$4,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.22$0.42$0.20
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.13$0.44$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.15$0.46$0.31
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.23$0.43$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.15$0.43$0.29
2020Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.51$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.48$0.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.80$0.45$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.26$0.40$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.21$0.42$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.32$0.46$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.00$0.44$0.43
2013Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.35
2012Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.50
2011Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.60