Civic Intelligence

L & L Foundation

990PF • Fiscal year 2021 • EIN 13-6155758

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 29, 2022

Organization Profile
80 Business Park Drive 100Armonk, NY 10504

(212) 935-7100

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

68%

Higher net margin than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$24,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

97%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,942,970

Up $1,133,532 (+20%) from 2020

Net Assets

$6,942,970

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin90th percentile

Revenue

Up

$1,676,168

Up $825,806 (+97%) from 2020

Expenses

Up

$542,636

Up $8,237 (+1.5%) from 2020

Net Income

Up

$1,133,532

Up $817,569 (+259%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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: $4,943,737Liabilities 2011: $02011Assets 2012: $5,101,503Liabilities 2012: $02012Assets 2013: $5,152,819Liabilities 2013: $02013Assets 2014: $4,990,531Liabilities 2014: $02014Assets 2015: $5,045,945Liabilities 2015: $02015Assets 2019: $5,493,475Liabilities 2019: $02019Assets 2020: $5,809,438Liabilities 2020: $12020Assets 2021: $6,942,970Liabilities 2021: $0Net Assets 2021: $6,942,9702021Assets 2022: $6,796,411Liabilities 2022: $0Net Assets 2022: $6,796,4112022Assets 2023: $6,929,651Liabilities 2023: $12023Assets 2024: $7,155,075Liabilities 2024: $0Net Assets 2024: $7,155,0752024

Highlighted filing

2021

Assets$6,942,970
Liabilities$0
Net Assets$6,942,970
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $368,967Expenses 2011: $395,013Net Income 2011: -$26,0462011Revenue 2012: $582,411Expenses 2012: $424,645Net Income 2012: $157,7662012Revenue 2013: $405,444Expenses 2013: $354,128Net Income 2013: $51,3162013Revenue 2014: $238,359Expenses 2014: $400,647Net Income 2014: -$162,2882014Revenue 2015: $528,295Expenses 2015: $472,881Net Income 2015: $55,4142015Revenue 2019: $552,952Expenses 2019: $546,074Net Income 2019: $6,8782019Revenue 2020: $850,362Expenses 2020: $534,399Net Income 2020: $315,9632020Revenue 2021: $1,676,168Expenses 2021: $542,636Net Income 2021: $1,133,5322021Revenue 2022: $453,904Expenses 2022: $600,463Net Income 2022: -$146,5592022Revenue 2023: $701,753Expenses 2023: $568,513Net Income 2023: $133,2402023Revenue 2024: $795,100Expenses 2024: $569,676Net Income 2024: $225,4242024

Highlighted filing

2021

Revenue$1,676,168
Expenses$542,636
Net Income$1,133,532
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA J CARRVice Pres., Treasurer & Director-$24,000-$24,000
PAUL DEGAETANOVice Pres., Asst. Tres. & Director-$24,000-$24,000
RAYMOND L VANDENBERGPresident & Director-$24,000-$24,000
Filing and Contact Details

Filer

Filer Name
L&l Foundation
EIN
13-6155758
Phone
2129357100
Address
80 BUSINESS PARK DRIVE 100, ARMONK, NY 10504

Signing Officer

Name
Pamela J Carr
Title
VP & Treasurer
Phone
2129357100
Signed
2022-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Raia & Associates Pc
Address
172 WASHINGTON VALLEY RD STE 5, WARREN, NJ 07059
Preparer
Joseph C DiPietro
Phone
9083605400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2102 SHS Alphabet Inc. CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100 SHS Amazon Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4228 SHS American Tower Corp. New COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5300 SHS American WTR WKS Co. Inc. New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6350 SHS Analog Devices Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71500 SHS Apple Computer Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8700 SHS Astrazeneca PLC Sponsored ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1083 SHS Blackrock Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111000 SHS Blackstone Group Inc Com CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13365 SHS Cigna Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142143 SHS Cisco Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15202 SHS CME Group Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16636 SHS Comcast Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17100 SHS Costco Wholesale Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18500 SHS Danaher Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19326 SHS Disney Walt Co Disney
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20302 SHS Dollar Gen Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21200 SHS Ecolab Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22649 SHS Fidelity Natl Information Svcs Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23400 SHS Fiserv Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24200 SHS Home Depot Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25400 SHS Honneywell Intl Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26506 SHS Intercontinentalexchange Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm275000 SHS Ishares Russell Midcap Grwth Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm287000 SHS Ishares TR MSCI EAFE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30254 SHS Linde PLC SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31100 SHS Martin Marietta Matls Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3217620.352 SHS Matthews Pacific Tiger Fund Investor Class
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331000 SHS Medtronic PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341500 SHS Microsoft Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351250 SHS Mondelez Intl Inc CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36700 SHS Nextera Energy Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37750 SHS Otis World Wide Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38500 SHS Pepsico Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39456 SHS Pioneer Nat Res Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40496 SHS PNC Finl Svcs Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41750 SHS Qualcomm, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421500 SHS Raytheon Tech Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43100 SHS Roper Technologies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44225 SHS S&P Global Inc. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45250 SHS Salesforce.Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461614 SHS Schwab Charles Corp. New Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47450 SHS Stryker Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4830716.731 SHS T Rowe Price Institutional
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49300 SHS TE Connectivity Ltd. Reg Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50270 SHS Thermo Fisher Scientific, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51654 SHS TJX Cos. Inc. New Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52982 SHS T-Mobile US Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5315000 SHS UBS AG London BRH Etracs Alerian MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54600 SHS Union Pacific Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55500 SHS United Health Group, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561500 SHS US Bancorp Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5723332.075 SHS Vanguard Short-Term Investment-Grade
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58859 SHS Visa Inc. - Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59705 SHS Zoetis Inc. CL A
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01676168
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01676168
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08580
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01480767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt032400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0370000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0370000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0195368
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0195368
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01133532
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02812082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01480767
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01593209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt039805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt039069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078852
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0442365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt082959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0542636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01676168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01676168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt072365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt082959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0172636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62006-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101997-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111997-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202001-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212001-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt221992-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt231992-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282011-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302003-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342006-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392011-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt257260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1926380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2010552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt228442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2321575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2426670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt265445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2718292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2817826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2922374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3023998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3114999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3249261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt336628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3451665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt362930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3747240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt382807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3990232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40159166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41199646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42152336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43204357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt095328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt453558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt539752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt629497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt733877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt828155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt926329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1043054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1145336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1326223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1431540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1525831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1641021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1722762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1836647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1965354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2048845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2123658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2245351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23111803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2419537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2517273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2646767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2754275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2821753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2920012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3047757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3134341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3218230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3323369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3429406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt358084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3629563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3736614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3822551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3929710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4018165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41-9166

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Filings

Displayed year

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

Open filing
Assets
$6,942,970
Liabilities
$0
Net assets
$6,942,970
Revenue
$1,676,168
Expenses
$542,636
Net income
$1,133,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$0.80$0.57$0.23
2023Summary only. Only limited summary data is available for this year.$6.93$0.00$0.70$0.57$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.45$0.60$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$1.68$0.54$1.13
2020Summary only. Only limited summary data is available for this year.$5.81$0.00$0.85$0.53$0.32
2019Summary only. Only limited summary data is available for this year.$5.49$0.00$0.55$0.55$0.01
2015Summary only. Only limited summary data is available for this year.$5.05$0.00$0.53$0.47$0.06
2014Summary only. Only limited summary data is available for this year.$4.99$0.00$0.24$0.40$0.16
2013Summary only. Only limited summary data is available for this year.$5.15$0.00$0.41$0.35$0.05
2012Summary only. Only limited summary data is available for this year.$5.10$0.00$0.58$0.42$0.16
2011Summary only. Only limited summary data is available for this year.$4.94$0.00$0.37$0.40$0.03