Civic Intelligence

Peale Foundation Inc.

990PF • Fiscal year 2023 • EIN 14-1746478

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 12, 2024

Organization Profile
127 Hudson StreetRedwood City, CA 94062

(603) 359-8646

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$15,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$8,440,761

Up $1,286,584 (+18%) from 2022

Net Assets

Up

$8,435,261

Up $1,286,584 (+18%) from 2022

Liabilities

Flat

$5,500

Flat from 2022

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin26th percentile

Revenue

Up

$941,691

Up $131,210 (+16%) from 2022

Expenses

Up

$1,046,256

Up $141,992 (+16%) from 2022

Net Income

Down

-$104,565

Down $10,782 (-11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,498,929Liabilities 2011: $15,4002011Assets 2012: $6,135,835Liabilities 2012: $15,400Net Assets 2012: $6,120,4352012Assets 2013: $6,500,624Liabilities 2013: $10,600Net Assets 2013: $6,490,0242013Assets 2014: $6,919,141Liabilities 2014: $11,825Net Assets 2014: $6,907,3162014Assets 2015: $5,892,848Liabilities 2015: $56,243Net Assets 2015: $5,836,6052015Assets 2016: $6,054,595Liabilities 2016: $4,351Net Assets 2016: $6,050,2442016Assets 2017: $6,747,541Liabilities 2017: $4,351Net Assets 2017: $6,743,1902017Assets 2018: $7,145,511Liabilities 2018: $4,350Net Assets 2018: $7,141,1612018Assets 2019: $6,887,523Liabilities 2019: $4,350Net Assets 2019: $6,883,1732019Assets 2020: $7,521,408Liabilities 2020: $4,352Net Assets 2020: $7,517,0562020Assets 2021: $9,441,497Liabilities 2021: $4,350Net Assets 2021: $9,437,1472021Assets 2022: $7,154,177Liabilities 2022: $5,500Net Assets 2022: $7,148,6772022Assets 2023: $8,440,761Liabilities 2023: $5,500Net Assets 2023: $8,435,2612023Assets 2024: $10,536,102Liabilities 2024: $6,500Net Assets 2024: $10,529,6022024Assets 2025: $11,709,205Liabilities 2025: $7,500Net Assets 2025: $11,701,7052025

Highlighted filing

2023

Assets$8,440,761
Liabilities$5,500
Net Assets$8,435,261
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $526,819Expenses 2011: $710,475Net Income 2011: -$183,6562011Expenses 2012: $645,5282012Expenses 2013: $567,0702013Revenue 2014: $537,396Expenses 2014: $624,998Net Income 2014: -$87,6022014Revenue 2015: $516,910Expenses 2015: $658,054Net Income 2015: -$141,1442015Revenue 2016: $336,158Expenses 2016: $604,054Net Income 2016: -$267,8962016Revenue 2017: $560,939Expenses 2017: $555,731Net Income 2017: $5,2082017Revenue 2018: $317,800Expenses 2018: $689,058Net Income 2018: -$371,2582018Revenue 2019: $481,618Expenses 2019: $684,933Net Income 2019: -$203,3152019Revenue 2020: $729,161Expenses 2020: $614,535Net Income 2020: $114,6262020Revenue 2021: $750,565Expenses 2021: $456,182Net Income 2021: $294,3832021Revenue 2022: $810,481Expenses 2022: $904,264Net Income 2022: -$93,7832022Revenue 2023: $941,691Expenses 2023: $1,046,256Net Income 2023: -$104,5652023Revenue 2024: $606,279Expenses 2024: $1,049,729Net Income 2024: -$443,4502024Revenue 2025: $1,099,642Expenses 2025: $1,111,692Net Income 2025: -$12,0502025

Highlighted filing

2023

Revenue$941,691
Expenses$1,046,256
Net Income-$104,565
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA EHRHARDTPresidentPT$15,000-$15,000
JENNIFER EVERETTSecretaryPT$15,000-$15,000
LAURA POPLACKTreasurerPT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Peale Foundation Inc
EIN
14-1746478
Phone
6033598646
Address
127 HUDSON STREET, REDWOOD CITY, CA 94062

Signing Officer

Name
Laura Poplack
Title
Treasurer
Signed
2024-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Sperduto Spector & Co CPAs PC
Address
15 Chester Avenue, White Plains, NY 10601
Preparer
Joseph R Sperduto
Phone
9144483050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1142379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0200 ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14,000 ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23,400 APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3600 BERKSHIRE HATHAWAY INC. DEL CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,500 CANADIAN NATL RY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,500 CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62,500 CHURCH & DWIGHT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72,052 CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8400 GOLDMAN SACHS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92,000 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,800 ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11800 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,000 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13800 VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,000 WEC ENERGY GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152,560 ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,596 AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17713 BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185,360 ISHARES US TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,039 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202,025 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,179 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22676 PROGRESSIVE CORP-OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,300 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2460 ACADIA HEALTHCARE CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2525 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2660 BOOZ ALLEN HAMILTON HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2724 BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2822 CAVCO INDS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2955 CATALENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30115 COGNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3145 DORMAN PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3250 EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3340 EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3428 FIVE BELOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3580 GLACIER BANKCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3621 LITHIA MOTORS INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3728 NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3880 PINNACLE FINL PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3975 PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4040 POLARIS INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4123 QUAKER HOUGHTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4255 RPM INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4330 RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4432 SILICON LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45140 SCHNEIDER NATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4650 TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4716 ZEBRA TECHNOLOGIES CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,357 ASGN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,500 AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5013 BIO-RAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5130 CARTER'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5270 HEXCEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5360 RAPID7 INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5465 TEXAS ROADHOUSE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551,300 AMAZON.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562,352 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57491 ALIBABA GROUP HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58120 ATLANTIC UNION BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59115 BJS WHOLESALE CLUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6060 ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6125 GRAND CANYON EDUCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6237 JAZZ PHARMACEUTICALS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6350 NEUROCRINE BIOSCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6415 VAIL RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6565 GIBRALTAR INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661,200 PROGRESSIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6750 BRIGHT HORIZONS FAMILY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6880 FEDERAL SIGNAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6975 GLOBUS MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7045 IDACORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7160 INTEGER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7220 KINSALE CAPITAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7328 LANCASTER COLONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7413 MOLINA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75100 PERFORMANCE FOOD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7640 PIPER SANDLER COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77105 VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78200 COSTCO WHOLESALE CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7937 COMFORT SYSTEMS USA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80265 ELEMENT SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81260 GATES INDUSTRIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8255 GENTHERM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8345 MANHATTAN ASSOCIATES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8433 PAYLOCITY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm852,189 INTEL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86600 META PLATFORMS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8780 CHAMPIONX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8890 COLUMBUS MCKINNON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8931 GLOBANT S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90105 HALOZYME THERAPEUTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9160 HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9285 INTRA CELLULAR THERAPIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93120 KRISPY KREME INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9434 LINCOLN ELEC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95165 MAGNOLIA OIL & GAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96180 PROPETRO HOLDING CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9780 VERICEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98484 PAYPAL HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm991,000 UPSTART HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1006,918.408 WCM FOCUSED INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101400 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102100 ROCKWELL AUTOMATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10340 ATKORE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10485 AZENTA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105265 CCC INTELLIGENT SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10619 CHART INDUSTRIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10737 CYBERARK SOFTWARE LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10826 IDEX CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10945 ITT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11050 MACOM TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11112 MARKETAXESS HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11270 MATADOR RESOURCES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11370 OVINTIV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11460 SM ENERGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11560 STIFEL FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11655 WINTRUST FINANCIAL CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0200 EASTERLY GOVERNMENT PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1215 PHYSICIANS REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2300 SUMMIT HOTEL PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt338 SUN COMMUNITIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt465 AGREE REALTY CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt525 EASTGROUP PROPERTIES INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt675 NATIONAL STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0103630
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0528725
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06241
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0303095
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,440,761
Liabilities
$5,500
Net assets
$8,435,261
Revenue
$941,691
Expenses
$1,046,256
Net income
-$104,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$1.10$1.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.01$10.5$0.61$1.05$0.44
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.01$8.44$0.94$1.05$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.15$0.81$0.90$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.75$0.46$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.73$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.88$0.48$0.68$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.14$0.32$0.69$0.37
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.74$0.56$0.56$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.34$0.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.06$5.84$0.52$0.66$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.01$6.91$0.54$0.62$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.50$0.01$6.49$0.57
2012Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$0.65
2011Summary only. Only limited summary data is available for this year.$5.50$0.02$0.53$0.71$0.18