Civic Intelligence

Winfield Foundation XXX-XX-XXXX

990PF • Fiscal year 2022 • EIN 13-6158017

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile
CO Fiduciary Tr CO 280 Park AvenueNew York, NY 10017

(212) 632-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$7,200

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

109%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,700,721

Up $121,719 (+7.7%) from 2021

Net Assets

Up

$1,700,721

Up $121,719 (+7.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$264,957

Up $138,348 (+109%) from 2021

Expenses

Up

$137,544

Up $33,142 (+32%) from 2021

Net Income

Up

$127,413

Up $105,206 (+474%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,879,059Liabilities 2011: $02011Assets 2012: $1,799,323Liabilities 2012: $02012Assets 2013: $1,752,549Liabilities 2013: $02013Assets 2014: $1,742,965Liabilities 2014: $02014Assets 2015: $1,738,962Liabilities 2015: $0Net Assets 2015: $1,738,9622015Assets 2016: $1,676,618Liabilities 2016: $0Net Assets 2016: $1,676,6182016Assets 2017: $1,632,914Liabilities 2017: $0Net Assets 2017: $1,632,9142017Assets 2018: $1,680,029Liabilities 2018: $0Net Assets 2018: $1,680,0292018Assets 2019: $1,670,014Liabilities 2019: $0Net Assets 2019: $1,670,0142019Assets 2020: $1,566,128Liabilities 2020: $0Net Assets 2020: $1,566,1282020Assets 2021: $1,579,002Liabilities 2021: $0Net Assets 2021: $1,579,0022021Assets 2022: $1,700,721Liabilities 2022: $0Net Assets 2022: $1,700,7212022Assets 2023: $1,762,510Liabilities 2023: $0Net Assets 2023: $1,762,5102023Assets 2024: $1,829,395Liabilities 2024: $0Net Assets 2024: $1,829,3952024

Highlighted filing

2022

Assets$1,700,721
Liabilities$0
Net Assets$1,700,721
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $112,654Expenses 2011: $88,049Net Income 2011: $24,6052011Revenue 2012: $28,092Expenses 2012: $108,337Net Income 2012: -$80,2452012Revenue 2013: $50,186Expenses 2013: $97,430Net Income 2013: -$47,2442013Revenue 2014: $87,643Expenses 2014: $133,626Net Income 2014: -$45,9832014Revenue 2015: $109,404Expenses 2015: $76,574Net Income 2015: $32,8302015Revenue 2016: $63,828Expenses 2016: $123,307Net Income 2016: -$59,4792016Revenue 2017: $71,006Expenses 2017: $110,956Net Income 2017: -$39,9502017Revenue 2018: $136,001Expenses 2018: $110,581Net Income 2018: $25,4202018Revenue 2019: $117,628Expenses 2019: $111,921Net Income 2019: $5,7072019Revenue 2020: $18,446Expenses 2020: $135,989Net Income 2020: -$117,5432020Revenue 2021: $126,609Expenses 2021: $104,402Net Income 2021: $22,2072021Revenue 2022: $264,957Expenses 2022: $137,544Net Income 2022: $127,4132022Revenue 2023: $227,193Expenses 2023: $170,096Net Income 2023: $57,0972023Revenue 2024: $220,915Expenses 2024: $154,025Net Income 2024: $66,8902024

Highlighted filing

2022

Revenue$264,957
Expenses$137,544
Net Income$127,413
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS HELEN HOOKESecretary-$7,200-$7,200
MR FRANKLIN W MCCANNPresident-$0--
MR JONATHAN W MCCANNVice President-$0--
MR DOUGLAS IRWINBoard Member-$0--
MS ALISON MCCANNBoard Member-$0--
MS LAURA IMRIEBoard Member-$0--
MS CAROLIN RALEIGH BUTTRICKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Winfield Foundation
EIN
13-6158017
Phone
2126323000
Address
CO FIDUCIARY TR CO 280 PARK AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Franklin W Mccann
Title
President
Phone
2126323000
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company International
Address
280 PARK AVENUE, NEW YORK, NY 10017
Preparer
Karen Wong
Phone
2126323000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7111218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt89924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt923715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1130386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1330746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1415944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1514526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-10204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt316800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt479795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt812659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt944549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1011946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1112126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-5902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-10204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt316800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt479795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt520607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt944549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1011946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1112126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-5902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt327598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt489495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt527489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt623572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7111215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt822583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt968264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1142512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1338030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt158624
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DEVON ENERGY CORP 150 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ELI LILLY & CO 125 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PAYPAL HOLDINGS INC 75 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ADOBE INC 100 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLE INC 600 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BLACKROCK INC 40 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FORTIVE CORP 400 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FRANKLIN K2 ATLERNATIVE STGIES FUND CL Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JP MORGAN CHASE & CO 175 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LOWE'S COS INC 350 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MASTERCARD INC CL A 50 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11META PLATFORMS INC CL A 250 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY 300 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NESTLE SA SPONSORED ADR REPSTG REG SH 350 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STANLEY BLACK & DECKER INC 100 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TAIWAN SEMICONDUCTOR MFG CO LTD SPON ADR 125 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0217960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0127413
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012817
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07123
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01713538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01579002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01700721
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0136548
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0136548
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0136548
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0139955
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03407
IRS990PF/DistributableAmountGrp/TotalTaxAmt03407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01887
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01520
IRS990PF/FMVAssetsEOYAmt02667316
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01676618
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01676618
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0124187
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0201789
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0201789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0129813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0129813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0118824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01201132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01255619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02232980
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0111218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-97616
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012652
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01579002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01700721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02667316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01579002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01700721
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01579002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01700721
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt099500
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt099723
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02841717
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0225217
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02616500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139955
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02799091
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02841717

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,700,721
Liabilities
$0
Net assets
$1,700,721
Revenue
$264,957
Expenses
$137,544
Net income
$127,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.22$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.26$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.13$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.02$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$0.09$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$0.05$0.10$0.05
2012Summary only. Only limited summary data is available for this year.$1.80$0.00$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.88$0.00$0.11$0.09$0.02