Civic Intelligence

Holdeen Ten Funds (47-10)

EIN 14-6018147 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$79,349

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2022

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,520,814

Down $401,123 (-2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,520,814

Down $401,123 (-2.9%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin6th percentile

Revenue

Up

$576,485

Up $38,104 (+7.1%) from 2023

Expenses

Up

$966,307

Up $21,367 (+2.3%) from 2023

Net Income

Up

-$389,822

Up $16,737 (+4.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $15,939,426Liabilities 2011: $0Net Assets 2011: $15,939,4262011Assets 2012: $15,861,938Liabilities 2012: $0Net Assets 2012: $15,861,9382012Assets 2013: $15,466,322Liabilities 2013: $0Net Assets 2013: $15,466,3222013Assets 2014: $15,022,566Liabilities 2014: $0Net Assets 2014: $15,022,5662014Assets 2015: $14,624,852Liabilities 2015: $02015Assets 2018: $13,564,764Liabilities 2018: $0Net Assets 2018: $13,564,7642018Assets 2019: $14,067,447Liabilities 2019: $0Net Assets 2019: $14,067,4472019Assets 2020: $14,276,998Liabilities 2020: $0Net Assets 2020: $14,276,9982020Assets 2021: $14,702,726Liabilities 2021: $0Net Assets 2021: $14,702,7262021Assets 2022: $14,333,913Liabilities 2022: $0Net Assets 2022: $14,333,9132022Assets 2023: $13,921,937Liabilities 2023: $0Net Assets 2023: $13,921,9372023Assets 2024: $13,520,814Liabilities 2024: $0Net Assets 2024: $13,520,8142024

Highlighted filing

2024

Assets$13,520,814
Liabilities$0
Net Assets$13,520,814
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $560,549Expenses 2011: $835,141Net Income 2011: -$274,5922011Revenue 2012: $860,980Expenses 2012: $871,471Net Income 2012: -$10,4912012Revenue 2013: $468,633Expenses 2013: $909,509Net Income 2013: -$440,8762013Revenue 2014: $537,893Expenses 2014: $935,775Net Income 2014: -$397,8822014Revenue 2015: $476,957Expenses 2015: $940,217Net Income 2015: -$463,2602015Revenue 2018: $827,777Expenses 2018: $998,181Net Income 2018: -$170,4042018Revenue 2019: $1,402,020Expenses 2019: $898,870Net Income 2019: $503,1502019Revenue 2020: $1,288,236Expenses 2020: $1,074,868Net Income 2020: $213,3682020Revenue 2021: $1,280,748Expenses 2021: $845,476Net Income 2021: $435,2722021Revenue 2022: $653,497Expenses 2022: $1,016,085Net Income 2022: -$362,5882022Revenue 2023: $538,381Expenses 2023: $944,940Net Income 2023: -$406,5592023Revenue 2024: $576,485Expenses 2024: $966,307Net Income 2024: -$389,8222024

Highlighted filing

2024

Revenue$576,485
Expenses$966,307
Net Income-$389,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,520,814
Liabilities
$0
Net assets
$13,520,814
Revenue
$576,485
Expenses
$966,307
Net income
-$389,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.58$0.97$0.39
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.54$0.94$0.41
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.65$1.02$0.36
2021Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.28$0.85$0.44
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.29$1.07$0.21
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$1.40$0.90$0.50
2018Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.83$1.00$0.17
2015Summary only. Only limited summary data is available for this year.$14.6$0.00$0.48$0.94$0.46
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$0.54$0.94$0.40
2013Summary only. Only limited summary data is available for this year.$15.5$0.00$15.5$0.47$0.91$0.44
2012Summary only. Only limited summary data is available for this year.$15.9$0.00$15.9$0.86$0.87$0.01
2011Summary only. Only limited summary data is available for this year.$15.9$0.00$15.9$0.56$0.84$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 26, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$81,231-$81,231
Filing and Contact Details

Filer

Filer Name
Holdeen Ten Funds (47-10)
EIN
14-6018147
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0875638
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0875638
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 N MAIN ST FL 5D4001-052
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTON SALEM
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08003523705
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024 FARNSWORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0867515
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0798423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt077215
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0932562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0875638
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0134139
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt077215
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03869
OtherDecreasesSchedule/OtherDecreasesDetail/Amt17042
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2389
OtherDecreasesSchedule/OtherDecreasesDetail/Amt31
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PY RETURN OF CAPITAL ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TAX LOT ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3ROUNDING ADJ
TaxesSchedule/TaxesDetail/Amt08241
TaxesSchedule/TaxesDetail/Amt11273
TaxesSchedule/TaxesDetail/Amt25092
TaxesSchedule/TaxesDetail/Amt32955
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08241
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt32955
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDEEN TEN FUNDS (47-10)
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0146018147
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505 MAC H0006-092
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T11:01:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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