Civic Intelligence

Charles G Berwind Foundation Inc.

990PF • Fiscal year 2024 • EIN 20-3039970

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 06, 2025

Organization Profile
2929 Walnut Street Suite 900Philadelphia, PA 19104

(215) 563-2800

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

50th percentile

5.7%

Higher net margin than 50% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$10,093,183

Up $1,177,662 (+13%) from 2023

Net Assets

$10,067,625

No earlier filing loaded for comparison.

Liabilities

Up

$25,558

Up $7,043 (+38%) from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin50th percentile

Revenue

Down

$601,073

Down $567,949 (-49%) from 2023

Expenses

Up

$566,820

Up $21,688 (+4.0%) from 2023

Net Income

Down

$34,253

Down $589,637 (-95%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,373,729Liabilities 2011: $02011Assets 2012: $5,511,519Liabilities 2012: $02012Assets 2013: $5,857,206Liabilities 2013: $02013Assets 2014: $5,998,468Liabilities 2014: $02014Assets 2015: $6,250,565Liabilities 2015: $02015Assets 2019: $7,739,148Liabilities 2019: $39,7602019Assets 2020: $8,445,462Liabilities 2020: $33,001Net Assets 2020: $8,412,4612020Assets 2021: $9,768,030Liabilities 2021: $35,371Net Assets 2021: $9,732,6592021Assets 2022: $7,966,673Liabilities 2022: $19,866Net Assets 2022: $7,946,8072022Assets 2023: $8,915,521Liabilities 2023: $18,5152023Assets 2024: $10,093,183Liabilities 2024: $25,558Net Assets 2024: $10,067,6252024Assets 2025: $9,982,722Liabilities 2025: $27,193Net Assets 2025: $9,955,5292025

Highlighted filing

2024

Assets$10,093,183
Liabilities$25,558
Net Assets$10,067,625
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $359,141Expenses 2011: $374,167Net Income 2011: -$15,0262011Revenue 2012: $495,213Expenses 2012: $357,423Net Income 2012: $137,7902012Revenue 2013: $766,283Expenses 2013: $420,596Net Income 2013: $345,6872013Revenue 2014: $578,289Expenses 2014: $437,027Net Income 2014: $141,2622014Revenue 2015: $668,670Expenses 2015: $416,573Net Income 2015: $252,0972015Revenue 2019: $522,027Expenses 2019: $551,249Net Income 2019: -$29,2222019Revenue 2020: $1,076,656Expenses 2020: $507,601Net Income 2020: $569,0552020Revenue 2021: $1,227,974Expenses 2021: $570,451Net Income 2021: $657,5232021Revenue 2022: $960,907Expenses 2022: $534,362Net Income 2022: $426,5452022Revenue 2023: $1,169,022Expenses 2023: $545,132Net Income 2023: $623,8902023Revenue 2024: $601,073Expenses 2024: $566,820Net Income 2024: $34,2532024Revenue 2025: $473,006Expenses 2025: $607,413Net Income 2025: -$134,4072025

Highlighted filing

2024

Revenue$601,073
Expenses$566,820
Net Income$34,253
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 6, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA BERWINDVP & Trustee-$0--
TIM CALLAHANTrustee-$0--
Raymond J BaranPresident-$0--
SARAH CAMPBELLTreasurer-$0--
EILEEN P MOORESecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 17 & 18SCHOLARSHIPIPHILADELPHIA, PA, US$430,081
Filing and Contact Details

Filer

Filer Name
Charles G Berwind Foundation Inc
EIN
20-3039970
In Care Of
% SARAH CAMPBELL
Phone
2155632800
Address
2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104

Signing Officer

Name
Sarah Campbell
Title
Treasurer
Phone
2155632800
Signed
2025-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE STE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer Rhoderick
Phone
3176817000
Raw XML Appendix366 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JESSICA BERWIND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIM CALLAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Raymond J Baran
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4EILEEN P MOORE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22929 Walnut Street Suite 900
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02929 WALNUT STREET SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019104
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARAH CAMPBELL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155632800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION AND INFORMATION TO BE SUBMITTED DEADLINE HIGH SCHOOL STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH SAT OR ACT TAKEN DECEMBER 31ST BIOGRAPHICAL QUESTIONNAIRE DECEMBER 31ST SECONDAY SCHOOL REPORT DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH COLLEGE STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH RESULTS FROM STANDARDIZED TESTS DECEMBER 31ST A STATEMENT OF EDUCATIONAL GOALS DECEMBER 31ST THREE LETTERS OF RECOMMENDATION DECEMBER 31ST TRANSCRIPT OF COLLEGE GRADES DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH The information above should be mailed or emailed to the following address by the date indicated above: Foundation Administrator c/o Berwind Corporation 2929 WALNUT STREET, SUITE 900 Philadelphia, PA 19104 [email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS EILEEN MOORE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02155632800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02929 WALNUT STREET SUITE 990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOR ACCREDITED INSTITUTIONS OF HIGHER LEARNING IN THE U.S. ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 17 & 18
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt02929 Walnut Street Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0430081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 17 & 18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02929 Walnut Street Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0450471
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0430081
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/AppliedToCurrentYearAmt0468187
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0468187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt085801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0176215
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045758
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066311
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0495399
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027212
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0262016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0234804
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0302
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01136366
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09154
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED FEDERAL EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt024950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052237
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt144740
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SELECTION COMMITTEE ADV FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt144740
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052237
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt023406
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155632800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles G Berwind Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0203039970
ReturnHeader/Filer/InCareOfNm0% SARAH CAMPBELL
ReturnHeader/Filer/PhoneNum02155632800
ReturnHeader/Filer/USAddress/AddressLine1Txt02929 Walnut Street Suite 900
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER RHODERICK
ReturnHeader/ReturnTs02025-02-10T11:18:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,093,183
Liabilities
$25,558
Net assets
$10,067,625
Revenue
$601,073
Expenses
$566,820
Net income
$34,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.98$0.03$9.96$0.47$0.61$0.13
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.03$10.1$0.60$0.57$0.03
2023Summary only. Only limited summary data is available for this year.$8.92$0.02$1.17$0.55$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.02$7.95$0.96$0.53$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.04$9.73$1.23$0.57$0.66
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.03$8.41$1.08$0.51$0.57
2019Summary only. Only limited summary data is available for this year.$7.74$0.04$0.52$0.55$0.03
2015Summary only. Only limited summary data is available for this year.$6.25$0.00$0.67$0.42$0.25
2014Summary only. Only limited summary data is available for this year.$6.00$0.00$0.58$0.44$0.14
2013Summary only. Only limited summary data is available for this year.$5.86$0.00$0.77$0.42$0.35
2012Summary only. Only limited summary data is available for this year.$5.51$0.00$0.50$0.36$0.14
2011Summary only. Only limited summary data is available for this year.$5.37$0.00$0.36$0.37$0.02