Civic Intelligence

The Lu Foundation

990PF • Fiscal year 2021 • EIN 20-4664674

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

Refreshing map…

820 S Monaco Pkwy 340Denver, CO 80224

(303) 898-0287

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

46%

Higher net margin than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

5.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

72%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,017,168

Up $156,023 (+5.5%) from 2020

Net Assets

Up

$3,017,168

Up $156,023 (+5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$337,452

Up $140,919 (+72%) from 2020

Expenses

Up

$181,429

Up $1,787 (+1.0%) from 2020

Net Income

Up

$156,023

Up $139,132 (+824%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,527,722Liabilities 2010: $0Net Assets 2010: $1,527,7222010Assets 2011: $1,736,130Liabilities 2011: $0Net Assets 2011: $1,736,1302011Assets 2012: $1,706,908Liabilities 2012: $0Net Assets 2012: $1,706,9082012Assets 2013: $3,529,033Liabilities 2013: $0Net Assets 2013: $3,529,0332013Assets 2014: $3,421,495Liabilities 2014: $0Net Assets 2014: $3,421,4952014Assets 2015: $3,155,381Liabilities 2015: $0Net Assets 2015: $3,155,3812015Assets 2016: $3,017,567Liabilities 2016: $0Net Assets 2016: $3,017,5672016Assets 2017: $2,798,312Liabilities 2017: $0Net Assets 2017: $2,798,3122017Assets 2018: $2,826,207Liabilities 2018: $0Net Assets 2018: $2,826,2072018Assets 2019: $2,844,254Liabilities 2019: $0Net Assets 2019: $2,844,2542019Assets 2020: $2,861,145Liabilities 2020: $0Net Assets 2020: $2,861,1452020Assets 2021: $3,017,168Liabilities 2021: $0Net Assets 2021: $3,017,1682021Assets 2022: $3,841,348Liabilities 2022: $0Net Assets 2022: $3,841,3482022Assets 2023: $3,895,797Liabilities 2023: $12023Assets 2024: $4,012,388Liabilities 2024: $0Net Assets 2024: $4,012,3882024

Highlighted filing

2021

Assets$3,017,168
Liabilities$0
Net Assets$3,017,168
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $83,8032010Expenses 2011: $78,9432011Expenses 2012: $79,1562012Revenue 2013: $1,911,077Expenses 2013: $93,373Net Income 2013: $1,817,7042013Revenue 2014: $8,658Expenses 2014: $115,624Net Income 2014: -$106,9662014Revenue 2015: -$90,494Expenses 2015: $175,620Net Income 2015: -$266,1142015Revenue 2016: $32,733Expenses 2016: $170,547Net Income 2016: -$137,8142016Revenue 2017: $60,775Expenses 2017: $165,073Net Income 2017: -$104,2982017Revenue 2018: $190,156Expenses 2018: $162,261Net Income 2018: $27,8952018Revenue 2019: $185,538Expenses 2019: $167,491Net Income 2019: $18,0472019Revenue 2020: $196,533Expenses 2020: $179,642Net Income 2020: $16,8912020Revenue 2021: $337,452Expenses 2021: $181,429Net Income 2021: $156,0232021Revenue 2022: $742,744Expenses 2022: $212,986Net Income 2022: $529,7582022Revenue 2023: $285,926Expenses 2023: $233,604Net Income 2023: $52,3222023Revenue 2024: $370,975Expenses 2024: $254,384Net Income 2024: $116,5912024

Highlighted filing

2021

Revenue$337,452
Expenses$181,429
Net Income$156,023
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C MIKE LUPresident-$0--
C MARIA LUSecretary-$0--
Y JEFF LUDirector-$0--
CONNIE LUDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Lu Foundation
EIN
20-4664674
Phone
3038980287
Address
820 S MONACO PKWY 340, DENVER, CO 80224

Signing Officer

Name
Mike Lu
Title
President
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Charles H Bryson II CPA
Phone
8019724800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt040223
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt069101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt087705
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt026599
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03940
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0139863
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt087705
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt074569
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0156806
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0162500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0162500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0109884
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt040223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040223
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0156023
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0375446
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0219
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0219
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt026599
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026599
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026599
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0219
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0156806
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0204699
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt026676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt015638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03940
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt093498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt018929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0181429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0223628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0337452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt018929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72001-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt360043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt349894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt769101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt349894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt416610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt266501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3109937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHAS SCHWAB LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHAS SCHWAB LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TD AMERITRADE ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TD AMERITRADE ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Citi - Barclays
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DGP IV OWNERSHIP OFFSHORE FEEDER FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NGT II OFFSHORE FEEDER FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NGT II OFFSHORE FEEDER FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0156806
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt026676
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0156023
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03017168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02861145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03017168
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0190062
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0190062
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0190062
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0192907
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02845
IRS990PF/DistributableAmountGrp/TotalTaxAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05317
IRS990PF/FMVAssetsEOYAmt04169682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0497681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0571675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0982024
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0648135
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0812177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01554342
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02861145
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03017168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01715329
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01633316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01633316
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02861145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03017168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04169682
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02861145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03017168
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02861145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03017168
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03916893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01662278
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02254615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt058753

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,017,168
Liabilities
$0
Net assets
$3,017,168
Revenue
$337,452
Expenses
$181,429
Net income
$156,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.25$0.12
2023Summary only. Only limited summary data is available for this year.$3.90$0.00$0.29$0.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.74$0.21$0.53
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.34$0.18$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.17$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.19$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.06$0.17$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.03$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.18$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.01$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.91$0.09$1.82
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08