Civic Intelligence

The Charles Cohn Foundation Inc

EIN 13-6129449 • Rockville Centre, NY

CO Marc S Cohn 53 N Park Ave 51Rockville Centre, NY 11570
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

93rd percentile

159%

Faster revenue growth than 93% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,991,617

Up $413,107 (+5.5%) from 2024

Liabilities

Up

$2,500

Up $2,500 from 2024

Net Assets

Up

$7,989,117

Up $410,607 (+5.4%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin5th percentile

Revenue

Up

$140,674

Up $89,080 (+173%) from 2024

Expenses

Down

$289,046

Down $55,318 (-16%) from 2024

Net Income

Up

-$148,372

Up $144,398 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $5,446,590Liabilities 2011: $0Net Assets 2011: $5,446,5902011Assets 2012: $5,758,753Liabilities 2012: $0Net Assets 2012: $5,758,7532012Assets 2013: $5,318,722Liabilities 2013: $0Net Assets 2013: $5,318,7222013Assets 2014: $5,438,386Liabilities 2014: $8,500Net Assets 2014: $5,429,8862014Assets 2015: $6,746,874Liabilities 2015: $0Net Assets 2015: $6,746,8742015Assets 2016: $6,740,392Liabilities 2016: $0Net Assets 2016: $6,740,3922016Assets 2017: $7,938,534Liabilities 2017: $0Net Assets 2017: $7,938,5342017Assets 2018: $7,388,739Liabilities 2018: $0Net Assets 2018: $7,388,7392018Assets 2019: $8,027,167Liabilities 2019: $0Net Assets 2019: $8,027,1672019Assets 2020: $8,318,514Liabilities 2020: $0Net Assets 2020: $8,318,5142020Assets 2021: $8,241,511Liabilities 2021: $0Net Assets 2021: $8,241,5112021Assets 2022: $7,215,003Liabilities 2022: $0Net Assets 2022: $7,215,0032022Assets 2023: $7,107,004Liabilities 2023: $0Net Assets 2023: $7,107,0042023Assets 2024: $7,578,510Liabilities 2024: $0Net Assets 2024: $7,578,5102024Assets 2025: $7,991,617Liabilities 2025: $2,500Net Assets 2025: $7,989,1172025

Highlighted filing

2025

Assets$7,991,617
Liabilities$2,500
Net Assets$7,989,117
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $244,8662011Expenses 2012: $230,6222012Expenses 2013: $252,3892013Revenue 2014: $98,078Expenses 2014: $258,156Net Income 2014: -$160,0782014Revenue 2015: $1,652,290Expenses 2015: $214,901Net Income 2015: $1,437,3892015Revenue 2016: $207,085Expenses 2016: $286,137Net Income 2016: -$79,0522016Revenue 2017: $1,244,448Expenses 2017: $298,761Net Income 2017: $945,6872017Revenue 2018: $166,494Expenses 2018: $389,928Net Income 2018: -$223,4342018Revenue 2019: $240,356Expenses 2019: $320,344Net Income 2019: -$79,9882019Revenue 2020: $194,977Expenses 2020: $390,738Net Income 2020: -$195,7612020Revenue 2021: $202,987Expenses 2021: $331,501Net Income 2021: -$128,5142021Revenue 2022: $151,148Expenses 2022: $368,357Net Income 2022: -$217,2092022Revenue 2023: $20,935Expenses 2023: $398,915Net Income 2023: -$377,9802023Revenue 2024: $51,594Expenses 2024: $344,364Net Income 2024: -$292,7702024Revenue 2025: $140,674Expenses 2025: $289,046Net Income 2025: -$148,3722025

Highlighted filing

2025

Revenue$140,674
Expenses$289,046
Net Income-$148,372
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,991,617
Liabilities
$2,500
Net assets
$7,989,117
Revenue
$140,674
Expenses
$289,046
Net income
-$148,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.14$0.29$0.15
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.05$0.34$0.29
2023Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.02$0.40$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.15$0.37$0.22
2021Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.20$0.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.19$0.39$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.24$0.32$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.17$0.39$0.22
2017Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$1.24$0.30$0.95
2016Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.21$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$1.65$0.21$1.44
2014Detailed filing. Detailed filing data is available for this year.$5.44$0.01$5.43$0.10$0.26$0.16
2013Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.25
2012Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.23
2011Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC S COHNPresident-$0--
ELLEN MENSCHERVice President-$0--
DANIEL COHNVP & Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRANQUILITY CAMP INCYOUTH EDUCATION AND ATHLETICS;LISTTOTAL 58397PUBLIC CHARITYEARLTON, NY, US$125,000
Paid GrantJCC ON THE PALISADESJEWISH EDUCATIONPUBLIC CHARITYTENAFLY, NJ, US$25,000
Paid GrantLONG ISLAND CARESFOOD BANKPUBLIC CHARITYHAUPPAUGE, NY, US$25,000
Paid GrantLOXAHATCHEE RIVER HISTORICAL SOCIETYCULTURALPUBLIC CHARITYJUPITER, FL, US$25,000
Paid GrantJEWISH FEDERATION OF NORTHERN NJJEWISH EDUCATIONPUBLIC CHARITYPARAMUS, NJ, US$20,000
Paid GrantTEMPLE EMANUEL OF CLOSTERJEWISH EDUCATIONPUBLIC CHARITYCLOSTER, NJ, US$20,000
Paid GrantAUTISIM SPEAKSHELP PEOPLE WITH AUTISM AND THEIR FAMILIESPUBLIC CHARITYWASHINGTON DC, DC, US$4,000
Filing and Contact Details

Filer

Filer Name
The Charles Cohn Foundation Inc
EIN
13-6129449
Phone
5167633100
Address
CO MARC S COHN 53 N PARK AVE 51, ROCKVILLE CENTRE, NY 11570

Signing Officer

Name
Marc S Cohn
Title
President
Phone
5167633100
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Shenker Zacarese & Marks Llp
Address
53 NORTH PARK AVE, ROCKVILLE CENTRE, NY 11570
Preparer
Louis Zacarese
Phone
5165367100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1271117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14429330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15100006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16149324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17144250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19126882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20218685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2133505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22173909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2523991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01040 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11540 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24200 BGC PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31100 ENERGY SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4490 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5161 GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300 INTERNATIONAL BUSINESS MACHINE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71130 ISHARES US AEROSPACE & DEFENSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8380 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm960 KYNDRYL HLDGS INC (SPINOFF FROM IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101948 NEWMARK GRP INC (SPINOFF FROM BGC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11480 NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12480 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13560 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141500 SECTOR SPDR TR TECHNOLOGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151260 SELECT SECTOR SPDR CONSUMER STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162800 SELECT SECTOR SPDR FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17915 SELECT SECTOR SPDR HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18389 SELECT SECTOR SPDR REAL ESTATE SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191400 SELECT SECTOR SPDR UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20320 SPDR S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21815 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22520 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm236 WABTEC (SPINOFF FROM GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2453 GE HEALTHCARE TECHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2540 GE VERNOVA LLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0222911
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-82448
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0211
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd008
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0140674
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140674
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05080
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05080
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0244000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0244000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0222911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0222911
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-148372
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0833244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0211
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0211
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01168
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01168
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-82448
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0223122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015159
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0284627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0289046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0223122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040627
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0104084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt194454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3116001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4132984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5146940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt681678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7138566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-11001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-28756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-9462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-11904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-11001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-28756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-9462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-11904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt094595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt293293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3105000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5118184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt672216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7126662
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/PropertyDesc0CHEVRON 5.25% DUE 11/15/43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHEVRON USA 5.05% DUE 11/15/44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHEVRON USA 5.050% DUE 11/15/44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3IBM 7% 10/30/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MICROSOFT CORP 3.125% 11/3/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PRES & FELLOWS OF HARVARD 3.529% DUE 10/1/31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STANFORD UNIVERSITY 3.089% DUE 5/1/29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WALMART 5.625% DUE 4/15/41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-82448
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-148372
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0558979
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07989117
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07578510
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07989117
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0342065
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0342065
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0342065
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0345166
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03101
IRS990PF/DistributableAmountGrp/TotalTaxAmt03101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03160
IRS990PF/FMVAssetsEOYAmt08538886
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070402
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0134997
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0134997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04054934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03971410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03971410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02631999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03094871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03094871
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018872
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0604025
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0586291
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0585153
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01132422
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07578510
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07989117
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt042120
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt045422
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt045422
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0192764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0159764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0159764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07578510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07991617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08538886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02500

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