Civic Intelligence

Robert K Else Family Charitable Foundation

990PF • Fiscal year 2022 • EIN 20-1765162

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization Profile
129 Apple Nook CourtMankato, MN 56001

(507) 381-1545

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

45th percentile

2.8%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

51st percentile

0.2%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

18th percentile

-35%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,838,121

Up $3,618 (+0.2%) from 2021

Net Assets

Up

$1,838,121

Up $3,618 (+0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin45th percentile

Revenue

Down

$128,792

Down $68,838 (-35%) from 2021

Expenses

Up

$125,174

Up $52,945 (+73%) from 2021

Net Income

Down

$3,618

Down $121,783 (-97%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $553,994Liabilities 2010: $0Net Assets 2010: $553,9942010Assets 2011: $642,598Liabilities 2011: $0Net Assets 2011: $642,5982011Assets 2012: $679,975Liabilities 2012: $0Net Assets 2012: $679,9752012Assets 2013: $777,175Liabilities 2013: $0Net Assets 2013: $777,1752013Assets 2014: $876,775Liabilities 2014: $0Net Assets 2014: $876,7752014Assets 2015: $986,842Liabilities 2015: $0Net Assets 2015: $986,8422015Assets 2016: $1,082,929Liabilities 2016: $0Net Assets 2016: $1,082,9292016Assets 2017: $1,462,616Liabilities 2017: $0Net Assets 2017: $1,462,6162017Assets 2019: $1,601,044Liabilities 2019: $02019Assets 2020: $1,709,102Liabilities 2020: $0Net Assets 2020: $1,709,1022020Assets 2021: $1,834,503Liabilities 2021: $0Net Assets 2021: $1,834,5032021Assets 2022: $1,838,121Liabilities 2022: $0Net Assets 2022: $1,838,1212022Assets 2023: $1,807,436Liabilities 2023: $0Net Assets 2023: $1,807,4362023Assets 2024: $1,836,216Liabilities 2024: $0Net Assets 2024: $1,836,2162024

Highlighted filing

2022

Assets$1,838,121
Liabilities$0
Net Assets$1,838,121
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $88,0242010Expenses 2011: $52,3322011Expenses 2012: $102,8482012Revenue 2013: $140,660Expenses 2013: $43,460Net Income 2013: $97,2002013Revenue 2014: $139,727Expenses 2014: $40,127Net Income 2014: $99,6002014Revenue 2015: $137,293Expenses 2015: $27,226Net Income 2015: $110,0672015Revenue 2016: $139,311Expenses 2016: $43,224Net Income 2016: $96,0872016Revenue 2017: $439,819Expenses 2017: $60,132Net Income 2017: $379,6872017Revenue 2019: $140,778Expenses 2019: $25,636Net Income 2019: $115,1422019Revenue 2020: $159,220Expenses 2020: $51,162Net Income 2020: $108,0582020Revenue 2021: $197,630Expenses 2021: $72,229Net Income 2021: $125,4012021Revenue 2022: $128,792Expenses 2022: $125,174Net Income 2022: $3,6182022Revenue 2023: $151,608Expenses 2023: $182,293Net Income 2023: -$30,6852023Revenue 2024: $208,008Expenses 2024: $159,228Net Income 2024: $48,7802024

Highlighted filing

2022

Revenue$128,792
Expenses$125,174
Net Income$3,618
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lenore M ElseDirector, Chair-$0--
Lori Else ButlerDirector, President-$0--
Robert K Else IIDirector, Vice President-$0--
Eric ElseDirector, Secretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantInternational Cooperating MinistriesGujranwala Church and Training CenterPCHampton, VA, US$27,600
Paid GrantMarco Lutheran ChurchAssistance for UkrainePCMarch Island, FL, US$25,000
Paid GrantWycliffe Bible TranslatorsTo keep the Bible going out to unreached language groups.PCOrlando, FL, US$25,000
Paid GrantBethany Lutheran Theological SeminaryRev. Ahlert and Clara Strand Scholarship FundPCMankato, MN, US$20,000
Paid GrantThe Voice of the MartyrsServing persecuted Christians around the worldPCBartelsville, OK, US$15,000
Filing and Contact Details

Filer

Filer Name
Robert K Else
EIN
20-1765162
Phone
5073811545
Address
129 Apple Nook Court, Mankato, MN 56001

Signing Officer

Name
Lenore Else
Title
Chair
Phone
5073811545
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Discover Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EOG Resources Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LINDE PLC EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Morgan Stanley
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Abbott Labs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AMERICAN TOWER CORP REIT SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Applied Materials Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Boston Scientific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68DANAHER CORP COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LAUDER ESTEE CoS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Nike Inc CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Palo Alto Networks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PARKER HANNIFIN CoRP COMMON SToCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROCKWELL AUTOMATION INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82S&P Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VISA INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Schwab US Reit - SCHH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Mainstay Cbre Global Infrastructure - VCRIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt020406
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03849
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02975
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027230
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027230
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03849
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0112600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0112600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0101562
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020406
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020406
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03618
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0142111
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03849
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt018999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08038
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0115275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0125174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0128792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0138262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03849
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03618
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01838121
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01834503
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01838121
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103074
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103074
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103074
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103338
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0264
IRS990PF/DistributableAmountGrp/TotalTaxAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01160
IRS990PF/FMVAssetsEOYAmt02012003
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00

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Filings

Displayed year

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

Open filing
Assets
$1,838,121
Liabilities
$0
Net assets
$1,838,121
Revenue
$128,792
Expenses
$125,174
Net income
$3,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.13$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16$0.05$0.11
2019Summary only. Only limited summary data is available for this year.$1.60$0.00$0.14$0.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.44$0.06$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.04$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.14$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.14$0.04$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.14$0.04$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.09