Civic Intelligence

Tsunami Foundation C/O Anson M Beard Jr

990PF • Fiscal year 2021 • EIN 13-7019761

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
1100 South Flagler Drive 1004West Palm Beach, FL 33401

(206) 275-4600

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

77th percentile

40%

Higher net margin than 77% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$75,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

39th percentile

5.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

136%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$27,800,701

Flat from 2021

Net Assets

$27,800,701

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Flat

$3,754,752

Flat from 2021

Expenses

Flat

$2,249,966

Flat from 2021

Net Income

Flat

$1,504,786

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30M$20M$10M$0Assets 2010: $18,027,883Liabilities 2010: $0Net Assets 2010: $18,027,8832010Assets 2011: $17,588,860Liabilities 2011: $0Net Assets 2011: $17,588,8602011Assets 2012: $17,089,097Liabilities 2012: $0Net Assets 2012: $17,089,0972012Assets 2013: $19,304,253Liabilities 2013: $0Net Assets 2013: $19,304,2532013Assets 2014: $26,225,859Liabilities 2014: $0Net Assets 2014: $26,225,8592014Assets 2015: $25,186,823Liabilities 2015: $0Net Assets 2015: $25,186,8232015Assets 2016: $24,367,464Liabilities 2016: $0Net Assets 2016: $24,367,4642016Assets 2017: $24,435,155Liabilities 2017: $0Net Assets 2017: $24,435,1552017Assets 2018: $24,015,852Liabilities 2018: $0Net Assets 2018: $24,015,8522018Assets 2019: $26,606,941Liabilities 2019: $0Net Assets 2019: $26,606,9412019Assets 2020: $26,295,915Liabilities 2020: $0Net Assets 2020: $26,295,9152020Assets 2021: $27,800,701Liabilities 2021: $0Net Assets 2021: $27,800,7012021Assets 2021: $27,800,701Liabilities 2021: $12021Assets 2022: $26,341,556Liabilities 2022: $0Net Assets 2022: $26,341,5562022Assets 2023: $25,949,206Liabilities 2023: $12023Assets 2024: $26,306,848Liabilities 2024: $0Net Assets 2024: $26,306,8482024

Highlighted filing

2021

Assets$27,800,701
Liabilities$0
Net Assets$27,800,701
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,212,0512010Expenses 2011: $1,160,8912011Expenses 2012: $1,191,4002012Revenue 2013: $3,557,911Expenses 2013: $1,342,700Net Income 2013: $2,215,2112013Revenue 2014: $9,060,067Expenses 2014: $2,138,412Net Income 2014: $6,921,6552014Revenue 2015: $870,528Expenses 2015: $1,909,551Net Income 2015: -$1,039,0232015Revenue 2016: $919,771Expenses 2016: $1,738,538Net Income 2016: -$818,7672016Revenue 2017: $1,984,353Expenses 2017: $1,916,662Net Income 2017: $67,6912017Revenue 2018: $1,434,135Expenses 2018: $1,853,438Net Income 2018: -$419,3032018Revenue 2019: $4,500,457Expenses 2019: $1,909,368Net Income 2019: $2,591,0892019Revenue 2020: $1,594,133Expenses 2020: $1,905,159Net Income 2020: -$311,0262020Revenue 2021: $3,754,752Expenses 2021: $2,249,966Net Income 2021: $1,504,7862021Revenue 2021: $3,754,752Expenses 2021: $2,249,966Net Income 2021: $1,504,7862021Revenue 2022: $649,220Expenses 2022: $2,108,365Net Income 2022: -$1,459,1452022Revenue 2023: $1,541,861Expenses 2023: $1,934,211Net Income 2023: -$392,3502023Revenue 2024: $2,385,962Expenses 2024: $2,028,320Net Income 2024: $357,6422024

Highlighted filing

2021

Revenue$3,754,752
Expenses$2,249,966
Net Income$1,504,786
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP J ANDRYCTrustee-$75,000-$75,000
ANSON MCCOOK BEARD JRSettlorPT$0--
DEBRA BEARDTrustee-$0--
ANSON H BEARDTrustee-$0--
VERONICA M BEARDTrustee-$0--
JAMES M BEARDTrustee-$0--
VERONICA S BEARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tsunami Foundation
EIN
13-7019761
In Care Of
% ANSON M BEARD JR
Address
1100 SOUTH FLAGLER DRIVE 1004, WEST PALM BEACH, FL 33401

Signing Officer

Name
Anson M Beard Jr
Title
Settlor
Phone
2062754600
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Frankel Loughran Starr Vallonellpwa
Address
7900 SE 28TH STREET SUITE 226, MERCER ISLAND, WA 98040
Preparer
Darcy a Loughran
Phone
2062754600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36119 SHS SUN COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37914 SHS TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38388 SHS TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39402 SHS WALGREENS BOOTS ALLIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40400 SHS XYLEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41146 SHS ALLEGION PUB LTD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42203 SHS ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43115 SHS ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44313 SHS BENTLEY SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45287 SHS BERKLEY W R CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46121 SHS BRIGHT HORIZONS FAMILY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47143 SHS CDW CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4898 SHS CHARLES RIVER LABS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4931 SHS CHEMED CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5062 SHS COOPER CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51168 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52278 SHS DUCK CREEK TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531,595 SHS ELANCO ANIMAL HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5498 SHS EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55126 SHS EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5624 SHS FAIR ISAAC & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57267 SHS INTERACTIVE BROKERS GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5878 SHS JACK HENRY & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5962 SHS LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60137 SHS LPL FINL HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6151 SHS MSCI INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62105 SHS NORDSON CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6365 SHS POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64347 SHS ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65151 SHS SITEONE LANDSCAPE SUPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6622 SHS TELEDYNE TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67207 SHS TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68196 SHS THE SCOTTS MIRACLE-GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69212 SHS THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7072 SHS ZEBRA TECH CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7125,000 SHS EMPOWERMENT & INCLU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7210,000 SHS AT&T INC PFD 4.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm738,000 SHS BANK OF AMER PFD 6%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7410,000 SHS JPMORGAN PFD 6%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm755,000 SHS KKR & CO INC PFD 6%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7610,000 SHS WELLS FARGO 4.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7710,000 SHS WELLS FARGO 5.85%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm783,760 SHS ISHARES IBOXX INV GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792,300 SHS PIMCO ACTIVE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm804,387 SHS SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm818,000 SHS FT N AMERICAN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8215,000 SHS SPROTT PHYS GOLD TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm834,000 SHS VANECK GOLD MINERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm844,897.99 SHS COHEN & STEERS RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8574,171.7 SHS DOUBLELINE TOTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8618,043.72 SHS HARDING LOVENER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8747,973.89 SHS HARTFORD CORE EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8854,123.02 SHS JOHN HANCOCK INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8975,893.28 SHS NATIXIS LOOMIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9031,948.48 SHS T ROWE PRICE DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01113658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31740737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4957313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6383640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7220069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10369361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112091514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13549719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1482631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NEW PROVIDENCE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLUE RIDGE PARTNERS-SIDE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COATUE OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MGG SF EVERGREEN UNLEVERED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AG DLI II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5COVISION OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LIGHTHOUSE INDIA FUND III LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ENTERPRISE PRODUCTS PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ATREIDES FOUNDATION FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9HEDGEPREMIER/ REIF FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10OAK ST REAL ESTATE CAP FUND V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FARALLON CAPITAL INST PRTNS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SEG PARTNERS OFFSHORE LTD CL D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PANTERA BLOCKCHAIN OFFSHORE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14KNIGHTSBRIDGE VENTURE CAP X LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15THIRD POINT OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02336703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25272805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31671275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41015274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61092892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7549000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81520370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10397169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112150972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121469938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13697595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14105551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151068062
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0493782
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02997413
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt051336
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL & STATE TAX REFUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2TAX-EXEMPT & NONTAXABLE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt059587
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1106504
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt27
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-28877
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03708629
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-28877
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03679752
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt023126
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07709
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030835
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02997413
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01825029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01825029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0493782
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0493782
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01504786
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08393867
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03919
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt051336
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051336
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03919
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02997413
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03355476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0183396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0198779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt095861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0137221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt049017
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0107604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01908080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0282916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02249966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03638392

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Filings

Displayed year

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

Open filing
Assets
$27,800,701
Liabilities
$0
Net assets
$27,800,701
Revenue
$3,754,752
Expenses
$2,249,966
Net income
$1,504,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$2.39$2.03$0.36
2023Summary only. Only limited summary data is available for this year.$25.9$0.00$1.54$1.93$0.39
2022Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.65$2.11$1.46
2021Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$3.75$2.25$1.50
2021Summary only. Only limited summary data is available for this year.$27.8$0.00$3.75$2.25$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.00$26.3$1.59$1.91$0.31
2019Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$4.50$1.91$2.59
2018Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.43$1.85$0.42
2017Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$1.98$1.92$0.07
2016Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$0.92$1.74$0.82
2015Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$0.87$1.91$1.04
2014Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$9.06$2.14$6.92
2013Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$3.56$1.34$2.22
2012Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.19
2011Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.16
2010Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.21