Civic Intelligence

The Jack & Mae Rosenberg Charitable Trust

990PF • Fiscal year 2021 • EIN 13-7050361

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 23, 2022

Organization Profile
CO 101 Park Avenue 35th FloorNew York, NY 10178

(212) 696-6074

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

22nd percentile

-4.6%

Higher net margin than 22% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

26th percentile

-0.3%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

17%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$2,830,959

Flat from 2021

Net Assets

Flat

$2,830,959

Flat from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin22nd percentile

Revenue

Flat

$188,840

Flat from 2021

Expenses

Flat

$197,442

Flat from 2021

Net Income

Flat

-$8,602

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,437,358Liabilities 2011: $02011Assets 2012: $3,394,992Liabilities 2012: $02012Assets 2013: $3,464,553Liabilities 2013: $02013Assets 2014: $3,476,121Liabilities 2014: $02014Assets 2015: $3,394,185Liabilities 2015: $02015Assets 2019: $2,834,670Liabilities 2019: $02019Assets 2020: $2,839,561Liabilities 2020: $0Net Assets 2020: $2,839,5612020Assets 2021: $2,830,959Liabilities 2021: $0Net Assets 2021: $2,830,9592021Assets 2021: $2,830,959Liabilities 2021: $0Net Assets 2021: $2,830,9592021Assets 2022: $1,695,380Liabilities 2022: $0Net Assets 2022: $1,695,3802022Assets 2023: $908,174Liabilities 2023: $0Net Assets 2023: $908,1742023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$2,830,959
Liabilities$0
Net Assets$2,830,959
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $159,975Expenses 2011: $183,500Net Income 2011: -$23,5252011Revenue 2012: $157,314Expenses 2012: $199,678Net Income 2012: -$42,3642012Revenue 2013: $258,519Expenses 2013: $188,958Net Income 2013: $69,5612013Revenue 2014: $217,765Expenses 2014: $206,196Net Income 2014: $11,5692014Revenue 2015: $148,012Expenses 2015: $229,948Net Income 2015: -$81,9362015Revenue 2019: $184,223Expenses 2019: $143,143Net Income 2019: $41,0802019Revenue 2020: $161,888Expenses 2020: $156,997Net Income 2020: $4,8912020Revenue 2021: $188,840Expenses 2021: $197,442Net Income 2021: -$8,6022021Revenue 2021: $188,840Expenses 2021: $197,442Net Income 2021: -$8,6022021Revenue 2022: $11,145Expenses 2022: $1,146,721Net Income 2022: -$1,135,5762022Revenue 2023: $355,926Expenses 2023: $1,143,310Net Income 2023: -$787,3842023Revenue 2024: $881,303Expenses 2024: $1,789,477Net Income 2024: -$908,1742024

Highlighted filing

2021

Revenue$188,840
Expenses$197,442
Net Income-$8,602
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHA STOLLERTrustee-$3,991-$3,991
Filing and Contact Details

Filer

Filer Name
Jack & Mae Rosenberg Charitable Trust
EIN
13-7050361
Phone
2126966074
Address
CO 101 PARK AVENUE 35TH FLOOR, NEW YORK, NY 10178

Signing Officer

Name
Marsha Stoller
Title
Trustee
Phone
2122893158
Signed
2022-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Curtis Mallet-prevost Colt & Mosle Llp
Address
101 PARK AVENUE 35TH FLOOR, NEW YORK, NY 10178-0061
Preparer
Vivian Jennings
Phone
2126966000
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0WE ARE AMENDING THIS RETURN TO INCLUDE A PAYMENT MADE WITH EXTENSION (FORM 8868) ON APRIL 28, 2022 IN THE AMOUNT OF $3,000.THE OVERPAYMENT OF $2,951 IS TO BE CREDITED TO 2022 ESTIMATED TAX.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6964545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7070410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7161956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72166478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73122141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74191724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1NUCOR CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLOCK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SUNRUN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BALL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PAYPAL HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GILEAD SCIENCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MODERNA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COHEN & STEERS INFRASTRUCTURE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ROPER TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DANAHER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MOODYS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LEIDOS HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CROWN CASTLE INTERNATIONAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JACOBS ENGINEERING GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ASML HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17L3HARRIS TECHONOLGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ADOBE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19QUANTA SERVICES INC. LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MONDELEX INT'L INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ATMOS ENERGY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GAMING & LESIURE PPTYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PROLOGIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BEST BUY CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WATSCO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MEDTRONIC INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ALEXANDRIA REAL ESTATE EQUITIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LEGGETT & PLATT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CALAMOS GLOBAL DYNAMIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CYRUSONE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LOCKHEED MARTIN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COSTAMARE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FISERV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALPHABET INC. CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CENTERPOINT ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CDW CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COOPER COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BOEING CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EQUITY LIFESTYLE PROPERTY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNION PACIFIC CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45AMERICAN ELECTRIC POWER CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EDWARDS LIFESCIENCES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GENERAL DYNAMICS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STARBUCKS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES RUSSELL 2000 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FORD MOTOR CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AMEREN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BRISTOL-MYERS SQUIBB CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MOTOROLA SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ZIMMER BIOMET HLDGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JPMORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MCDONALDS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CME GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WAL-MART STORES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CVS HEALTH CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VISA INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69RAYTHEON TECHNOLOGIES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71THE WALT DISNEY CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CITIZENS FINANCIAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SIMON PPTY GROUP INC.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt026138
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt026052
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03674
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01511
IRS990PF/AmendedReturnInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt087616
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188840
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt087616
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010484
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt098217
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt098217
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8602
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0905638
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt017652
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt044131
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt087616
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041062
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0131971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0197442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0185840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt097442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0500679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1317343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0114179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-26563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0114179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-26563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0614858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1290780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY, NOM.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY, NOM.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt087616
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8602
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02830959
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02839561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02830959
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0192640
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0192640
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0192640
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0194338
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01698
IRS990PF/DistributableAmountGrp/TotalTaxAmt01698
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02951
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01649
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01698
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02951
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01698
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01698
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04649
IRS990PF/FMVAssetsEOYAmt04077397
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02839561

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Filings

Displayed year

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

Open filing
Assets
$2,830,959
Liabilities
$0
Net assets
$2,830,959
Revenue
$188,840
Expenses
$197,442
Net income
-$8,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.88$1.79$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.36$1.14$0.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.01$1.15$1.14
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.19$0.20$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.19$0.20$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.16$0.16$0.00
2019Summary only. Only limited summary data is available for this year.$2.83$0.00$0.18$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$3.39$0.00$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$3.48$0.00$0.22$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.26$0.19$0.07
2012Summary only. Only limited summary data is available for this year.$3.39$0.00$0.16$0.20$0.04
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.16$0.18$0.02