Civic Intelligence

The Anonymous Foundation

990PF • Fiscal year 2023 • EIN 20-5224490

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 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

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.83x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-59%

Higher net margin than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

1.1%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-63%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,922,229

Up $53,029 (+1.1%) from 2022

Net Assets

Down

$4,735,440

Down $133,760 (-2.7%) from 2022

Liabilities

Up

$186,789

Up $186,789 from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin12th percentile

Revenue

Down

$226,239

Down $382,304 (-63%) from 2022

Expenses

Up

$359,999

Up $62,292 (+21%) from 2022

Net Income

Down

-$133,760

Down $444,596 (-143%) from 2022

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: $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 2023: $4,922,229Liabilities 2023: $186,789Net Assets 2023: $4,735,4402023Assets 2024: $4,684,078Liabilities 2024: $4,607Net Assets 2024: $4,679,4712024

Highlighted filing

2023

Assets$4,922,229
Liabilities$186,789
Net Assets$4,735,440
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 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 2023: $226,239Expenses 2023: $359,999Net Income 2023: -$133,7602023Revenue 2024: $415,241Expenses 2024: $471,210Net Income 2024: -$55,9692024

Highlighted filing

2023

Revenue$226,239
Expenses$359,999
Net Income-$133,760
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2025
Return Version
2023v6.0
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
2025-04-29
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/BondNm15000 American Tower Corp 5.8% 15 Nov 2028 (CUSIP:BRF1QR5)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26000 Apple Inc 1.25% 20 Aug 2030 (CUSIP:BLN8PP7)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35000 Bank of America Corp Variable 3.559% 23 Apr 2027 (CUSIP:BK1LZT5)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45000 Bank of New York Mellon Corp/The .75% 28 Jan 2026 (CUSIP:BMG4N00)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56000 Bank of Nova Scotia/The 1.05% 02 Mar 2026 (CUSIP:BKQN745)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65000 Bank of Nova Scotia/The 2.2% 03 Feb 2025 (CUSIP:US064159TF31)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75000 BP Capital Markets America Inc 3.796% 21 Sep 2025 (CUSIP:BF5HW59)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm85000 Capital One Financial Corp 3.65% 11 May 2027 (CUSIP:BMCTM57)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm96000 Charles Schwab Corp/The .9% 11 Mar 2026 (CUSIP:BMQ83N5)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm105000 Citigroup Inc Variable 5.834951% 30 Oct 2024 (CUSIP:XXP8X31)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115000 Equinor ASA 3.7% 01 Mar 2024 (CUSIP:BLSP575)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm126000 Fidelity National Information Services Inc 1.65% 01 Mar 2028 (CUSIP:BKQ
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm135000 Gilead Sciences Inc 3.65% 01 Mar 2026 (CUSIP:XXMYP47)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm155000 Hormel Foods Corp .65% 03 Jun 2024 (CUSIP:BKPG1K9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm166000 HSBC Holdings PLC Variable 3.973% 22 May 2030 (CUSIP:BJLD4R5)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm215000 Lloyds Banking Group PLC 4.375% 22 Mar 2028 (CUSIP:BG10BS5)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52105294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53316140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54100695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5595390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5647295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5760314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5852314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59108553
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/StockNm44603.952 Artisan International Value Fund (CUSIP:04314H857)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52925 Artisan Mid Cap Fund (CUSIP:04314H600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm685 Blackrock Finance Inc (CUSIP:2494504)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 Chevron CORP (CUSIP:166764100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm822 Chipotle Mexican Grill Inc (CUSIP:169656105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 Chubb Ltd (CUSIP:H1467J104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10150 Costco Wholesale Corp (CUSIP:22160K105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11375 Dexcom Inc (CUSIP:252131107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12525 Eaton Corp PLC (CUSIP:G29183103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13275 Eli Lilly & Co (CUSIP:532457108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141250 Exxon Mobil Corp (CUSIP:30231G102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151653 Fifth Third Bancorp (CUSIP:316773100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16475 Fiserv Inc (CUSIP:337738108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171015 Fortive Corp (CUSIP:34959J108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18177 Goldman Sachs Group Inc/The (CUSIP:38141G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm196532.288 Harding Loevner International Equity Portfolio (CUSIP:412295107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20275 Hershey Co/The (CUSIP:427866108)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21275 Home Depot Inc/The (CUSIP:437076102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22450 Honeywell International Inc (CUSIP:438516106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23125 Intuit Inc (CUSIP:461202103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241600 iShares S&P Small-Cap 600 Value ETF (CUSIP:464287879)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255650 John Hancock Disciplined Value Mid Cap Fund (CUSIP:47803W703)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26650 JPMorgan Chase & Co (CUSIP:46625H100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27115 Mastercard Inc (CUSIP:57636Q104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28300 McDonald's CORP (CUSIP:580135101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29725 Merck & Co Inc (CUSIP:58933Y105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30300 Meta Platforms Inc (CUSIP:30303M102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311200 Microsoft CORP (CUSIP:594918104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321075 Mondelez International Inc (CUSIP:609207105)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33185 Netflix Inc (CUSIP:64110L106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34900 NextEra Energy Inc (CUSIP:65339F101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35600 NVIDIA Corp (CUSIP:67066G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36347 Packaging Corp of America (CUSIP:695156109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37200 Pioneer Natural Resources Co (CUSIP:2690830)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38325 PPG Industries Inc (CUSIP:693506107)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39325 Progressive Corp/The (CUSIP:743315103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40875 PulteGroup Inc (CUSIP:745867101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41624 Qualcomm INC (CUSIP:747525103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42175 S&P Global Inc (CUSIP:78409V104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43250 Salesforce Inc (CUSIP:79466L302)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44135 SBA Communications Corp (CUSIP:78410G104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45166 Stryker CORP (CUSIP:863667101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46375 T-Mobile US INC (CUSIP:872590104)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47290 Tesla Inc (CUSIP:88160R101)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48175 Thermo Fisher Scientific Inc (CUSIP:883556102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49911 TJX Cos Inc/The (CUSIP:872540109)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5090 TransDigm Group Inc (CUSIP:893641100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51370 United Parcel Service Inc (CUSIP:911312106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52200 UnitedHealth Group INC (CUSIP:91324P102)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm536600 Vanguard FTSE Developed Markets ETF (CUSIP:921943858)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542450 Vanguard FTSE Emerging Markets ETF (CUSIP:922042858)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm552850 Virtus KAR Small-Cap Growth Fund (CUSIP:92828N247)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56300 Walmart Inc (CUSIP:931142103)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57668 Walt Disney Co/The (CUSIP:254687106)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58845 Xcel Energy Inc (CUSIP:98389B100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59550 Zoetis INC (CUSIP:98978V103)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0347117
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0325178
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0119075
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0106485
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0679
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0226239
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0226239
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0106511
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0321392
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0321392
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0119075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0119075
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-133760
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0755394
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0106485
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0226265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029305
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0321392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0359999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0226265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0226239
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512022-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522022-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562022-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572022-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612022-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642016-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732015-07-07

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,922,229
Liabilities
$186,789
Net assets
$4,735,440
Revenue
$226,239
Expenses
$359,999
Net income
-$133,760
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
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.19$4.74$0.23$0.36$0.13
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