Civic Intelligence

The Anonymous Foundation

990PF • Fiscal year 2022 • EIN 20-5224490

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
3192 Bradford PlaceBirmingham, AL 35242

(205) 999-1985

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

87th percentile

51%

Higher net margin than 87% 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

65th percentile

5.5%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,869,200

Up $253,307 (+5.5%) from 2021

Net Assets

Up

$4,869,200

Up $310,836 (+6.8%) from 2021

Liabilities

Down

$0

Down $57,529 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Up

$608,543

Up $167,689 (+38%) from 2021

Expenses

Down

$297,707

Down $92,723 (-24%) from 2021

Net Income

Up

$310,836

Up $260,412 (+516%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,338,761Liabilities 2010: $0Net Assets 2010: $2,338,7612010Assets 2011: $2,272,205Liabilities 2011: $0Net Assets 2011: $2,272,2052011Assets 2012: $2,218,230Liabilities 2012: $0Net Assets 2012: $2,218,2302012Assets 2013: $2,228,419Liabilities 2013: $0Net Assets 2013: $2,228,4192013Assets 2014: $2,286,023Liabilities 2014: $0Net Assets 2014: $2,286,0232014Assets 2015: $2,413,608Liabilities 2015: $12015Assets 2017: $2,412,916Liabilities 2017: $0Net Assets 2017: $2,412,9162017Assets 2018: $2,625,042Liabilities 2018: $0Net Assets 2018: $2,625,0422018Assets 2019: $3,064,832Liabilities 2019: $0Net Assets 2019: $3,064,8322019Assets 2020: $4,507,940Liabilities 2020: $0Net Assets 2020: $4,507,9402020Assets 2021: $4,615,893Liabilities 2021: $57,529Net Assets 2021: $4,558,3642021Assets 2022: $4,869,200Liabilities 2022: $0Net Assets 2022: $4,869,2002022Assets 2024: $4,684,078Liabilities 2024: $4,607Net Assets 2024: $4,679,4712024

Highlighted filing

2022

Assets$4,869,200
Liabilities$0
Net Assets$4,869,200
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $58,0342010Expenses 2011: $141,4152011Expenses 2012: $140,6752012Revenue 2013: $209,910Expenses 2013: $199,721Net Income 2013: $10,1892013Revenue 2014: $295,932Expenses 2014: $238,328Net Income 2014: $57,6042014Revenue 2015: $1,870,203Expenses 2015: $297,244Net Income 2015: $1,572,9592015Revenue 2017: $148,335Expenses 2017: $122,436Net Income 2017: $25,8992017Revenue 2018: $329,329Expenses 2018: $117,203Net Income 2018: $212,1262018Revenue 2019: $660,652Expenses 2019: $220,862Net Income 2019: $439,7902019Revenue 2020: $1,742,635Expenses 2020: $299,527Net Income 2020: $1,443,1082020Revenue 2021: $440,854Expenses 2021: $390,430Net Income 2021: $50,4242021Revenue 2022: $608,543Expenses 2022: $297,707Net Income 2022: $310,8362022Revenue 2024: $415,241Expenses 2024: $471,210Net Income 2024: -$55,9692024

Highlighted filing

2022

Revenue$608,543
Expenses$297,707
Net Income$310,836
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Jefferson McDonald JrDirector & President-$0--
Kerry McDonaldDirector & Treasurer-$0--
Jennifer M JonasDirector & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Anonymous Foundation
EIN
20-5224490
Phone
2059991985
Address
3192 Bradford Place, Birmingham, AL 35242

Signing Officer

Name
A Jefferson McDonald Jr
Title
President & Director
Phone
2059991985
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael A Bryant CPA PC
Address
3161 Cahaba Heights Road Suite 203, Vestavia Hills, AL 35243
Preparer
Michael A Bryant
Phone
2059863749
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4658036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4780603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4897871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4960147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50146096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51137860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5283420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5359243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54177667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5599270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5682399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57152986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58104225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59277002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Alphabet Inc (CUSIP:02079K305)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Amazon.com Inc (CUSIP:023135106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Apple Inc (CUSIP:037833100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T Inc (CUSIP:00206R102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Best Buy Co Inc (CUSIP:086516101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BlackRock Inc (CUSIP:09247X101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Chevron Corp (CUSIP:166764100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Costco Wholesale Corp (CUSIP:22160K105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Eli Lilly & Co (CUSIP:532457108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Exxon Mobil Corp (CUSIP:30231G102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Fifth Third Bancorp (CUSIP:316773100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Fiserv Inc (CUSIP:337738108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Goldman Sachs Group Inc/The (CUSIP:38141G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Hershey Co/The (CUSIP:427866108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Home Depot Inc/The (CUSIP:437076102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Honeywell International Inc (CUSIP:438516106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Intuit Inc (CUSIP:461202103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JPMorgan Chase & Co (CUSIP:46625H100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Mastercard Inc (CUSIP:57636Q104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19McDonald's Corp (CUSIP:580135101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Merck & Co Inc (CUSIP:58933Y105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Meta Platforms Inc (CUSIP:30303M102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Microsoft Corp (CUSIP:594918104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Mondelez International Inc (CUSIP:609207105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Netflix Inc (CUSIP:64110L106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NextEra Energy Inc (CUSIP:65339F101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Northrop Grumman Corp (CUSIP:666807102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NVIDIA Corp (CUSIP:67066G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Packaging Corp of America (CUSIP:695156109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Pioneer Natural Resources Co (CUSIP:723787107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PPG Industries Inc (CUSIP:693506107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Procter & Gamble Co/The (CUSIP:742718109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PulteGroup Inc (CUSIP:745867101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Qualcomm Inc (CUSIP:747525103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Salesforce Inc (CUSIP:79466L302)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SBA Communications Corp (CUSIP:78410G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36S&P Global Inc (CUSIP:78409V104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Stryker Corp (CUSIP:863667101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Tesla Inc (CUSIP:88160R101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Thermo Fisher Scientific Inc (CUSIP:883556102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TJX Cos Inc/The (CUSIP:872540109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41T-Mobile US Inc (CUSIP:872590104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Truist Financial Corp (CUSIP:89832Q109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UnitedHealth Group Inc (CUSIP:91324P102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44United Parcel Service Inc (CUSIP:911312106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Walmart Inc (CUSIP:931142103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Walt Disney Co/The (CUSIP:254687106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Zoetis Inc (CUSIP:98978V103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Artisan Mid Cap Fund (CUSIP:04314H600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Hilton Worldwide Holdings Inc (CUSIP:43300A203)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50iShares S&P Small-Cap 600 Value ETF (CUSIP:464287879)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51John Hancock Disciplined Value Mid Cap Fund (CUSIP:47803W703)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Virtus KAR Small-Cap Growth Fund (CUSIP:92828N247)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Xcel Energy Inc (CUSIP:98389B100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Artisan International Value Fund (CUSIP:04314H857)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Chubb Ltd (CUSIP:H1467J104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Eaton Corp PLC (CUSIP:G29183103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Harding Loevner International Equity Portfolio (CUSIP:412295107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58iShares MSCI Emerging Markets ETF (CUSIP:464287234)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Vanguard FTSE Developed Markets ETF (CUSIP:921943858)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0344353
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0313831
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0120177
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0486734
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01477
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0155
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0608543
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0608543
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0486970
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0256332
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0256332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0120177
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0120177
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0310836
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01736459
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01477
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01477
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0486734
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0576404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028370
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0258032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0297707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0608779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0608543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572022-07-25

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Filings

Displayed year

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

Open filing
Assets
$4,869,200
Liabilities
$0
Net assets
$4,869,200
Revenue
$608,543
Expenses
$297,707
Net income
$310,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.42$0.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.61$0.30$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.06$4.56$0.44$0.39$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$1.74$0.30$1.44
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.66$0.22$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.33$0.12$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.12$0.03
2015Summary only. Only limited summary data is available for this year.$2.41$0.00$1.87$0.30$1.57
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.30$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.06