Civic Intelligence

Roots and Wings

990PF • Fiscal year 2024 • EIN 20-3885457

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 16, 2025

1623 Windermere Dr EastSeattle, WA 98112

(206) 456-5427

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

90th percentile

60%

Higher net margin than 90% 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

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

85th percentile

77%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$19,919,271

Up $1,829,199 (+10%) from 2023

Net Assets

$19,919,271

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$3,025,594

Up $1,315,073 (+77%) from 2023

Expenses

Up

$1,196,395

Up $12,448 (+1.1%) from 2023

Net Income

Up

$1,829,199

Up $1,302,625 (+247%) from 2023

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $14,284,542Liabilities 2010: $0Net Assets 2010: $14,284,5422010Assets 2011: $14,319,612Liabilities 2011: $12011Assets 2012: $14,231,651Liabilities 2012: $0Net Assets 2012: $14,231,6512012Assets 2013: $7,140,655Liabilities 2013: $0Net Assets 2013: $7,140,6552013Assets 2014: $7,472,031Liabilities 2014: $12014Assets 2015: $8,112,349Liabilities 2015: $0Net Assets 2015: $8,112,3492015Assets 2016: $9,256,697Liabilities 2016: $0Net Assets 2016: $9,256,6972016Assets 2017: $9,984,396Liabilities 2017: $8,365Net Assets 2017: $9,976,0312017Assets 2018: $12,266,136Liabilities 2018: $30,414Net Assets 2018: $12,235,7222018Assets 2019: $12,725,123Liabilities 2019: $74,340Net Assets 2019: $12,650,7832019Assets 2020: $13,688,094Liabilities 2020: $12020Assets 2021: $17,726,046Liabilities 2021: -$1,909Net Assets 2021: $17,727,9552021Assets 2022: $17,582,310Liabilities 2022: $19,463Net Assets 2022: $17,562,8472022Assets 2023: $18,090,072Liabilities 2023: $12023Assets 2024: $19,919,271Liabilities 2024: $0Net Assets 2024: $19,919,2712024

Highlighted filing

2024

Assets$19,919,271
Liabilities$0
Net Assets$19,919,271

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $502,6882010Revenue 2011: $575,292Expenses 2011: $530,356Net Income 2011: $44,9362011Expenses 2012: $907,8302012Revenue 2013: $1,028,886Expenses 2013: $9,395,081Net Income 2013: -$8,366,1952013Revenue 2014: $605,233Expenses 2014: $264,189Net Income 2014: $341,0442014Revenue 2015: $781,172Expenses 2015: $157,876Net Income 2015: $623,2962015Revenue 2016: $1,235,927Expenses 2016: $115,929Net Income 2016: $1,119,9982016Revenue 2017: $909,023Expenses 2017: $199,193Net Income 2017: $709,8302017Revenue 2018: $2,414,001Expenses 2018: $152,582Net Income 2018: $2,261,4192018Revenue 2019: $622,015Expenses 2019: $207,085Net Income 2019: $414,9302019Revenue 2020: $1,663,339Expenses 2020: $622,126Net Income 2020: $1,041,2132020Revenue 2021: $4,937,985Expenses 2021: $847,710Net Income 2021: $4,090,2752021Revenue 2022: $1,036,215Expenses 2022: $1,208,639Net Income 2022: -$172,4242022Revenue 2023: $1,710,521Expenses 2023: $1,183,947Net Income 2023: $526,5742023Revenue 2024: $3,025,594Expenses 2024: $1,196,395Net Income 2024: $1,829,1992024

Highlighted filing

2024

Revenue$3,025,594
Expenses$1,196,395
Net Income$1,829,199
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL T GALGONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roots and Wings
EIN
20-3885457
Phone
2064565427
Address
1623 WINDERMERE DR EAST, SEATTLE, WA 98112

Signing Officer

Name
Michael Galgon
Title
Director
Phone
2064565427
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Underhill Mclaughlin Hanson Lindblom Pc
Address
701 5TH AVENUE SUITE 4150, SEATTLE, WA 98104
Preparer
Rainelle Mclaughlin
Phone
2063573033
Raw XML AppendixShowing 400 of 426 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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DistributionFromCorpusElection/ElectionDesc0THE FOUNDATION DECLARES THAT IT IS MAKING AN ELECTION UNDER REGS. SECTION 53.4942(A)-3(D)(2) TO VARY THE SOURCE RULES ON A QUALIFYING DISTRIBUTION. THE FOUNDATION ELECTS TO TREAT ALL OF THE 2018 DISTRIBUTABLE AMOUNT OF INCOME AS A DISTRIBUTION OUT OF CORPUS REDUCING THE 2013 EXCESS DISTRIBUTIONS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FROM K-1 - SHORT TERM CAPITAL GAIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL T GALGON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01623 WINDERMERE DR EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0890100
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0890100
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01623 WINDERMERE DR EAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02064565427
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL T GALGON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0890100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONOR ADVISED FUND PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON GOVERMENT ORGANI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0890100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0890063
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0941646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0890100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0941609
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0890063
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL T GALGON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01623 WINDERMERE DR E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SEATTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098112
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0170126
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0450797
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES. DETAILS AVAILABLE UPON REQUEST.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0482
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc02023 AT-RISK LOSS DISALLOWED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER BASIS ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0482
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM K-1 - NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM K-1 - CHARITABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FROM K-1 - ROYALTY DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FROM K-1 - OTHER PORTFOLIO DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3126
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt538
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0122442
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1118338
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt27000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3232
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt415053
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt50
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1 - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OFFSHORE - ORDINARY INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc3FROM K-1 - OTHER TAX EXEMPT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc4FROM K-1 - OTHER INCOME (UBI)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0122442
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1118338
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt40
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt50
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0122442
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1118338
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt27000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3232
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt415053
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt50
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1125772
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210881
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FROM K-1 - INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OFFSHORE - INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1125688
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt210881
TaxesSchedule/TaxesDetail/Amt02691
TaxesSchedule/TaxesDetail/Amt125000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02691
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GALGON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$3.03$1.20$1.83
2023Summary only. Only limited summary data is available for this year.$18.1$0.00$1.71$1.18$0.53
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$1.04$1.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$4.94$0.85$4.09
2020Summary only. Only limited summary data is available for this year.$13.7$0.00$1.66$0.62$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.07$12.7$0.62$0.21$0.41
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.03$12.2$2.41$0.15$2.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.01$9.98$0.91$0.20$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$1.24$0.12$1.12
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.78$0.16$0.62
2014Summary only. Only limited summary data is available for this year.$7.47$0.00$0.61$0.26$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.03$9.40$8.37
2012Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.91
2011Summary only. Only limited summary data is available for this year.$14.3$0.00$0.58$0.53$0.04
2010Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.50
Peer Organizations

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