Civic Intelligence

Laura Hare Charitable Trust

990PF • Fiscal year 2024 • EIN 20-6955819

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 22, 2025

Organization Profile
PO Box 95672Chicago, IL 60694-5672

(312) 461-5154

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$114,611

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

99%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,312,658

Up $542,169 (+8.0%) from 2023

Net Assets

Up

$7,312,658

Up $542,169 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin86th percentile

Revenue

Up

$1,120,241

Up $558,063 (+99%) from 2023

Expenses

Up

$592,423

Up $4,532 (+0.8%) from 2023

Net Income

Up

$527,818

Up $553,531 (+2153%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,623,797Liabilities 2010: $0Net Assets 2010: $5,623,7972010Assets 2011: $5,511,414Liabilities 2011: $02011Assets 2012: $5,583,100Liabilities 2012: $02012Assets 2013: $5,853,219Liabilities 2013: $02013Assets 2014: $6,460,287Liabilities 2014: $02014Assets 2015: $6,666,140Liabilities 2015: $02015Assets 2018: $6,607,642Liabilities 2018: $0Net Assets 2018: $6,607,6422018Assets 2019: $6,514,710Liabilities 2019: $0Net Assets 2019: $6,514,7102019Assets 2020: $6,580,872Liabilities 2020: $0Net Assets 2020: $6,580,8722020Assets 2021: $6,961,127Liabilities 2021: $0Net Assets 2021: $6,961,1272021Assets 2022: $6,782,750Liabilities 2022: $0Net Assets 2022: $6,782,7502022Assets 2023: $6,770,489Liabilities 2023: $0Net Assets 2023: $6,770,4892023Assets 2024: $7,312,658Liabilities 2024: $0Net Assets 2024: $7,312,6582024

Highlighted filing

2024

Assets$7,312,658
Liabilities$0
Net Assets$7,312,658
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $423,0502010Revenue 2011: $258,647Expenses 2011: $351,979Net Income 2011: -$93,3322011Revenue 2012: $557,123Expenses 2012: $476,335Net Income 2012: $80,7882012Revenue 2013: $711,771Expenses 2013: $435,723Net Income 2013: $276,0482013Revenue 2014: $932,666Expenses 2014: $322,392Net Income 2014: $610,2742014Revenue 2015: $304,223Expenses 2015: $98,038Net Income 2015: $206,1852015Revenue 2018: $240,430Expenses 2018: $452,903Net Income 2018: -$212,4732018Revenue 2019: $391,219Expenses 2019: $486,078Net Income 2019: -$94,8592019Revenue 2020: $545,576Expenses 2020: $482,418Net Income 2020: $63,1582020Revenue 2021: $900,541Expenses 2021: $519,619Net Income 2021: $380,9222021Revenue 2022: $488,639Expenses 2022: $651,814Net Income 2022: -$163,1752022Revenue 2023: $562,178Expenses 2023: $587,891Net Income 2023: -$25,7132023Revenue 2024: $1,120,241Expenses 2024: $592,423Net Income 2024: $527,8182024

Highlighted filing

2024

Revenue$1,120,241
Expenses$592,423
Net Income$527,818
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BMO BANK N ATrustee-$114,611-$114,611
LENORE TEDESCOSelection Committee Member-$1,500-$1,500
HELGA BEHROOZISelection Committee Member-$1,500-$1,500
VALITA M FREDLANDSelection Committee Member-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Laura Hare Charitable Trust
EIN
20-6955819
Phone
3124615154
Address
PO BOX 95672, CHICAGO, IL 60694-5672

Signing Officer

Name
Donald Moreau
Title
Trustee
Phone
3124615154
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
6142211000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10742824C109 HEWLETT PACKARD ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108615369105 MOODY'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11169351T106 PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11282509L107 SHOPIFY INC - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113911363109 UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114969457100 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115G5494J103 LINDE PLC/OLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116N53745100 LYONDELLBASELL INDU-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11705722G100 BAKER HUGHES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12230231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124459200101 INTL BUSINESS MACHIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125524660107 LEGGETT & PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12874762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12975513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13075886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13287807B107 TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134928563402 VMWARE INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141040413205 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14221037T109 CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14324703L202 DELL TECHNOLOGIES -C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144629377508 NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14568389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14669608A108 PALANTIR TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1477591EP100 REGIONS FINANCIAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14885208M102 SPROUTS FARMERS MARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149L8681T102 SPOTIFY TECHNOLOGY S
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0286474
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0833767
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01120241
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01120241
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0833767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt059556
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt059556
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0119111
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0452588
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0452588
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0286474
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0286474
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0527818
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03359581
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0833767
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01060422
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0524494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0592423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01120241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01120241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt071906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0139835
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt274624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt386222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt459858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt527705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt651142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt749259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt950933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1149285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1280014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1414411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1982252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2099962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23101940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2481141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2593888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2690528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt278734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2884277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt295365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3060666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3197207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3335912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3453350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3512172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3614534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37302000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3848452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3920543

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,312,658
Liabilities
$0
Net assets
$7,312,658
Revenue
$1,120,241
Expenses
$592,423
Net income
$527,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.12$0.59$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.56$0.59$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.49$0.65$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.90$0.52$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.55$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.39$0.49$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$0.24$0.45$0.21
2015Summary only. Only limited summary data is available for this year.$6.67$0.00$0.30$0.10$0.21
2014Summary only. Only limited summary data is available for this year.$6.46$0.00$0.93$0.32$0.61
2013Summary only. Only limited summary data is available for this year.$5.85$0.00$0.71$0.44$0.28
2012Summary only. Only limited summary data is available for this year.$5.58$0.00$0.56$0.48$0.08
2011Summary only. Only limited summary data is available for this year.$5.51$0.00$0.26$0.35$0.09
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.00$5.62$0.42
Peer Organizations

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