Civic Intelligence

The Anonymous Foundation

990PF • Fiscal year 2024 • EIN 20-5224490

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

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

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.8%

Faster asset growth than 20% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

84%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$4,684,078

Down $185,122 (-3.8%) from 2022

Net Assets

Down

$4,679,471

Down $189,729 (-3.9%) from 2022

Liabilities

Up

$4,607

Up $4,607 from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin22nd percentile

Revenue

Down

$415,241

Down $193,302 (-32%) from 2022

Expenses

Up

$471,210

Up $173,503 (+58%) from 2022

Net Income

Down

-$55,969

Down $366,805 (-118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2024

Assets$4,684,078
Liabilities$4,607
Net Assets$4,679,471
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$415,241
Expenses$471,210
Net Income-$55,969
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
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
2025-11-17
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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26000 Apple Inc 1.25% 20 Aug 2030 (CUSIP:BLN8PP7)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45000 Bank of New York Mellon Corp/The .75% 28 Jan 2026 (CUSIP:BMG4N00)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55000 BP Capital Markets America Inc 3.796% 21 Sep 2025 (CUSIP:BF5HW59)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm105000 Georgia Power Co 5.004% 23 Feb 2027 (CUSIP:BLD74X5)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0190 Adobe Inc (CUSIP:00724F101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 Alphabet Inc (CUSIP:02079K305)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21350 Amazon.com Inc (CUSIP:023135106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 Apple Inc (CUSIP:037833100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 Chevron CORP (CUSIP:166764100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51100 Chipotle Mexican Grill Inc (CUSIP:169656105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6150 Costco Wholesale Corp (CUSIP:22160K105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7225 Eli Lilly & Co (CUSIP:532457108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81250 Exxon Mobil Corp (CUSIP:30231G102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91653 Fifth Third Bancorp (CUSIP:316773100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10475 Fiserv Inc (CUSIP:337738108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11380 GE Vernova Inc (CUSIP:36828A101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12177 Goldman Sachs Group Inc/The (CUSIP:38141G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13125 Intuit Inc (CUSIP:461202103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14650 JPMorgan Chase & Co (CUSIP:46625H100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15115 Mastercard Inc (CUSIP:57636Q104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16300 McDonald's CORP (CUSIP:580135101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17850 Merck & Co Inc (CUSIP:58933Y105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18300 Meta Platforms Inc (CUSIP:30303M102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191200 Microsoft CORP (CUSIP:594918104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201075 Mondelez International Inc (CUSIP:609207105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21185 Netflix Inc (CUSIP:64110L106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22900 NextEra Energy Inc (CUSIP:65339F101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm235000 NVIDIA Corp (CUSIP:67066G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24347 Packaging Corp of America (CUSIP:695156109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25325 Progressive Corp/The (CUSIP:743315103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26875 PulteGroup Inc (CUSIP:745867101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27624 Qualcomm INC (CUSIP:747525103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28250 Salesforce Inc (CUSIP:79466L302)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29135 SBA Communications Corp (CUSIP:78410G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30175 S&P Global Inc (CUSIP:78409V104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31300 Stryker CORP (CUSIP:863667101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32175 Thermo Fisher Scientific Inc (CUSIP:883556102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33911 TJX Cos Inc/The (CUSIP:872540109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34375 T-Mobile US INC (CUSIP:872590104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3590 TransDigm Group Inc (CUSIP:893641100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36200 UnitedHealth Group INC (CUSIP:91324P102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371250 Walmart Inc (CUSIP:931142103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38550 Zoetis INC (CUSIP:98978V103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39650 American Electric Power Co Inc (CUSIP:025537101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402000 Artisan Mid Cap Fund (CUSIP:04314H600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41675 Iron Mountain Inc (CUSIP:46284V101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421250 iShares S&P Small-Cap 600 Value ETF (CUSIP:464287879)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm434600 John Hancock Disciplined Value Mid Cap Fund (CUSIP:47803W703)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44250 Norfolk Southern Corp (CUSIP:655844108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45325 Quanta Services Inc (CUSIP:74762E102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46500 Ross Stores Inc (CUSIP:778296103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471125 Schlumberger NV (CUSIP:806857108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482500 Virtus KAR Small-Cap Growth Fund (CUSIP:92828N247)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491395 Xcel Energy Inc (CUSIP:98389B100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503000 Artisan International Value Fund (CUSIP:04314H857)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51400 Chubb Ltd (CUSIP:H1467J104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52400 Eaton Corp PLC (CUSIP:G29183103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5310115 Vanguard FTSE Developed Markets ETF (CUSIP:921943858)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542450 Vanguard FTSE Emerging Markets ETF (CUSIP:922042858)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0357335
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0330427
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122015
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0293172
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt054
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0415241
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0415241
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0293172
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0434209
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0434209
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0122015
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122015
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55969
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01476099
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0293172
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0378240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034693
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01560
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0434209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0471210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0415241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0415241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912015-07-07

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Filings

Displayed year

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

Open filing
Assets
$4,684,078
Liabilities
$4,607
Net assets
$4,679,471
Revenue
$415,241
Expenses
$471,210
Net income
-$55,969
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