Civic Intelligence

The Frederick Loewe Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-6111444

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
1 Penn Plaza 3000New York, NY 10119

(212) 697-6900

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

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

Net Margin

48th percentile

13%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

75th percentile

$240,284

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

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

Asset Growth

28th percentile

1.5%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

44th percentile

9.0%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$12,973,778

Up $194,593 (+1.5%) from 2020

Net Assets

Up

$12,967,557

Up $194,931 (+1.5%) from 2020

Liabilities

Down

$6,221

Down $338 (-5.2%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin48th percentile

Revenue

Up

$1,523,026

Up $125,176 (+9.0%) from 2020

Expenses

Up

$1,328,095

Up $337,687 (+34%) from 2020

Net Income

Down

$194,931

Down $212,511 (-52%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,522,044Liabilities 2010: $0Net Assets 2010: $7,522,0442010Assets 2011: $7,669,833Liabilities 2011: $0Net Assets 2011: $7,669,8332011Assets 2012: $7,788,018Liabilities 2012: $0Net Assets 2012: $7,788,0182012Assets 2013: $8,237,175Liabilities 2013: $2,0272013Assets 2014: $8,661,282Liabilities 2014: $18,4032014Assets 2015: $9,346,724Liabilities 2015: $2,1412015Assets 2019: $12,372,895Liabilities 2019: $7,7112019Assets 2020: $12,779,185Liabilities 2020: $6,559Net Assets 2020: $12,772,6262020Assets 2021: $12,973,778Liabilities 2021: $6,221Net Assets 2021: $12,967,5572021Assets 2022: $13,717,864Liabilities 2022: $0Net Assets 2022: $13,717,8642022Assets 2023: $14,309,974Liabilities 2023: $0Net Assets 2023: $14,309,9742023Assets 2024: $15,290,813Liabilities 2024: $0Net Assets 2024: $15,290,8132024

Highlighted filing

2021

Assets$12,973,778
Liabilities$6,221
Net Assets$12,967,557
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $309,0582010Expenses 2011: $453,6202011Expenses 2012: $392,9812012Revenue 2013: $134,019Expenses 2013: $57,950Net Income 2013: $76,0692013Revenue 2014: $1,013,271Expenses 2014: $605,540Net Income 2014: $407,7312014Revenue 2015: $1,575,038Expenses 2015: $873,334Net Income 2015: $701,7042015Revenue 2019: $1,619,436Expenses 2019: $1,213,669Net Income 2019: $405,7672019Revenue 2020: $1,397,850Expenses 2020: $990,408Net Income 2020: $407,4422020Revenue 2021: $1,523,026Expenses 2021: $1,328,095Net Income 2021: $194,9312021Revenue 2022: $1,899,583Expenses 2022: $1,149,276Net Income 2022: $750,3072022Revenue 2023: $1,968,123Expenses 2023: $1,376,013Net Income 2023: $592,1102023Revenue 2024: $2,302,041Expenses 2024: $1,321,202Net Income 2024: $980,8392024

Highlighted filing

2021

Revenue$1,523,026
Expenses$1,328,095
Net Income$194,931
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY ALTMANPresidentPT$240,284-$240,284
DOUGLAS COBLENSTreasurer-$25,000-$25,000
DARA ALTMANVice President-$0--
PAUL EPSTEINBoard Member-$0--
MICHAEL LENNONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Frederick Loewe Foundation Inc
EIN
13-6111444
Phone
2126976900
Address
1 PENN PLAZA 3000, NEW YORK, NY 10119

Signing Officer

Name
Emily Altman
Title
President
Phone
2126976900
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
ONE PENN PLAZA SUITE 3000, NEW YORK, NY 10119
Preparer
Randi a Schuster
Phone
2126976900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8381 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91123 ENTERPRISE PRODS PARTNERS L P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10969 GENPACT LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11186 GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12178 GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13179 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14351 INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151210 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1682 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17126 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18244 MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19763 MDC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20383 MERCK &CO. INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21563 MSC INDUSTRIAL DIRECT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22314 NEXSTAR MEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2338 ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24315 PRICE T ROWE GROUPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25449 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26321 SCOTTS MIRACLE- GRO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27396 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28225 STERIS PLC ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29412 THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30111 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31131 WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32300 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3385 ADOBE SYSTEMS INCORPORATED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34185 AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3523 ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3620 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37620 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3825 ASML HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39110 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40200 BROADRIDGE FINANCIAL SOLUTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41170 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42620 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43100 COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44430 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4565 GENERAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46105 GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47165 GXO LOGISTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48140 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49290 JACOBS ENGR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50220 JOHNSON &JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51370 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5285 LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53111 MASTERCARD INCORPORATED CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54125 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55265 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56560 MORGAN STANLEY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57460 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58110 PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59200 PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60995 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61340 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6285 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63100 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64300 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65230 TAIWAN SEMICONDUCTOR MANUFACTURING SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6685 THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6785 ULTA BEAUTY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6880 ZEBRA TECHNOLOGIES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691025 ISHARES GOLD TRUST ISHARES ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm704233.722 AMERICAN SMALLCAP WORLD FUND CL F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7128028.253 CALAMOS MARKET NEUTRAL INCOME CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7226451.161 DEER PARK TOTAL RETURN CREDIT FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7310255.057 FIDELITY SELECT HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm745254.422 FIDELITY 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7515280.711 FIRST EAGLE OVERSEAS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7647483.751 FRANKLIN K2 ALTERNAT STRATEGIES ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm779603.643 JOHN HANCOCK INTL GROWTH FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7822364.633 JOHN HANCOCK MULTI ASSET ABSOL RTRN A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7922022.994 JPMORGAN HEDGED EQUITY CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm809649.352 LORD ABBETT GROWTH LEADERS FUND CL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8156980.057 PIMCO RAE PLUS FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8214560.903 VICTORY MUNDER MID CAP CORE GRWTH CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83550 SPDR S&P500 ETF TRUST TRUST UNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8428454.359 BLACK CREEK INDL REIT IV INC COM CL T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8521145.17293 CNL HEALTHCARE PPTYS INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8620000 CORPORATE PPTY ASSOCS 18 GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8718207.017 RESOURCE REAL ESTATE OPPORTUNITY REIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0261860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1556475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2252518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3444157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4283683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5161351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6274769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt024680.702 DOUBLELINE TOTAL RT BOND FD CL N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120364.849 GUGGENHEIM TOTAL RETURN BOND FD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt220762.88 LORD ABBETT INFLNT FOCUSED CL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt337332.765 PIMCO INCOME CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt420441.878 PRINCIPAL GLOBAL DIVERSIFIED INC INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt513585.733 LORD ABBETT INFLTN FOCUSED CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt659973.518 LORD ABBETT SHORT DURATION INCOME CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0256679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1581620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2260367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3445753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4283120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5170056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6249490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0284214
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0750203
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0488609
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01523026
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01523026
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010555
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0750203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0109099
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0156185
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0265284
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0789500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0789500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0284214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0284214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0194931
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0938384
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt089417
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt089417
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0750203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01224456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0133317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0148675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0488609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0488609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04772
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01019027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0298570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01328095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01523026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01523026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0229527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0298570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0538595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4155685

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Filings

Displayed year

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

Open filing
Assets
$12,973,778
Liabilities
$6,221
Net assets
$12,967,557
Revenue
$1,523,026
Expenses
$1,328,095
Net income
$194,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$2.30$1.32$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$1.97$1.38$0.59
2022Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.90$1.15$0.75
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$1.52$1.33$0.19
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.8$1.40$0.99$0.41
2019Summary only. Only limited summary data is available for this year.$12.4$0.01$1.62$1.21$0.41
2015Summary only. Only limited summary data is available for this year.$9.35$0.00$1.58$0.87$0.70
2014Summary only. Only limited summary data is available for this year.$8.66$0.02$1.01$0.61$0.41
2013Summary only. Only limited summary data is available for this year.$8.24$0.00$0.13$0.06$0.08
2012Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.39
2011Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.45
2010Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.31