Civic Intelligence

Fannie E Rippel Foundation

990PF • Fiscal year 2020 • EIN 22-1559427

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

Organization Profile

View Organization Page

14 Maple Avenue No 200Morristown, NJ 07960-5451

(973) 540-0101

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.01x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.16x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Net Margin

31st percentile

-14%

Higher net margin than 31% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$479,580

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

64th percentile

7.4%

Faster asset growth than 64% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-32%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$95,583,530

Up $6,580,557 (+7.4%) from 2019

Net Assets

$94,628,733

No earlier filing loaded for comparison.

Liabilities

Up

$954,797

Up $77,873 (+8.9%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin31st percentile

Revenue

Down

$6,091,281

Down $2,932,173 (-32%) from 2019

Expenses

Down

$6,960,300

Down $191,568 (-2.7%) from 2019

Net Income

Down

-$869,019

Down $2,740,605 (-146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$150M$100M$50M$0Assets 2012: $75,445,314Liabilities 2012: $5,5002012Assets 2013: $81,335,353Liabilities 2013: $5,5002013Assets 2014: $84,338,184Liabilities 2014: $5,5002014Assets 2015: $86,086,104Liabilities 2015: $5,5002015Assets 2016: $76,161,405Liabilities 2016: $581,1932016Assets 2019: $89,002,973Liabilities 2019: $876,9242019Assets 2020: $95,583,530Liabilities 2020: $954,797Net Assets 2020: $94,628,7332020Assets 2021: $105,362,432Liabilities 2021: $1,484,791Net Assets 2021: $103,877,6412021Assets 2022: $84,115,114Liabilities 2022: $1,784,944Net Assets 2022: $82,330,1702022Assets 2023: $85,327,309Liabilities 2023: $3,675,385Net Assets 2023: $81,651,9242023Assets 2024: $88,497,793Liabilities 2024: $3,179,815Net Assets 2024: $85,317,9782024

Highlighted filing

2020

Assets$95,583,530
Liabilities$954,797
Net Assets$94,628,733
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$20M$10M$0-$10MRevenue 2012: $8,294,946Expenses 2012: $4,841,960Net Income 2012: $3,452,9862012Revenue 2013: $5,176,899Expenses 2013: $5,400,368Net Income 2013: -$223,4692013Revenue 2014: $7,038,562Expenses 2014: $5,350,342Net Income 2014: $1,688,2202014Revenue 2015: $9,525,294Expenses 2015: $6,592,031Net Income 2015: $2,933,2632015Revenue 2016: $7,886,539Expenses 2016: $8,411,453Net Income 2016: -$524,9142016Revenue 2019: $9,023,454Expenses 2019: $7,151,868Net Income 2019: $1,871,5862019Revenue 2020: $6,091,281Expenses 2020: $6,960,300Net Income 2020: -$869,0192020Revenue 2021: $12,882,348Expenses 2021: $7,164,300Net Income 2021: $5,718,0482021Revenue 2022: $3,059,850Expenses 2022: $6,577,672Net Income 2022: -$3,517,8222022Revenue 2023: -$1,279,261Expenses 2023: $7,443,309Net Income 2023: -$8,722,5702023Revenue 2024: $11,222,139Expenses 2024: $6,722,587Net Income 2024: $4,499,5522024

Highlighted filing

2020

Revenue$6,091,281
Expenses$6,960,300
Net Income-$869,019
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA K LANDYPresident/CEO/TrusteeFT$380,215$99,365$479,580
AUDREY WELLSTreasurerFT$188,579$36,261$224,840
EDWARD AHARTTrustee/Chairman Of BoardPT$6,000-$6,000
DAVID SURRENDASecretary-$6,000-$6,000
ELLIOTT FISHERTrustee-$6,000-$6,000
JAMES SONNEBORNTrustee-$6,000-$6,000
MICHAEL HARRISTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Fannie E Rippel Foundation
EIN
22-1559427
Phone
9735400101
Address
14 MAPLE AVENUE NO 200, MORRISTOWN, NJ 07960-5451

Signing Officer

Name
Laura Landy
Title
President
Phone
9735400101
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Christopher Petermann
Phone
9143818900
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990PF, PAGE 10, PART XV, LINES 2A THROUGH 2D
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0GRANT APPLICATION SUBMISSION INFORMATIONFUNDING PRIORITIES: WE ENVISION A SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. THE FANNIE E. RIPPEL FOUNDATION, ESTABLISHED IN 1953 TO INVEST IN INITIATIVES ADDRESSING CANCER, HEART DISEASE, THE HEALTH OF WOMEN AND THE ELDERLY, AND THE MAINTENANCE OF OUR NATION'S HOSPITALS, LOOKS AT THESE ISSUES AS THEY EXIST WITHIN A POORLY DESIGNED AND MISMANAGED SYSTEM, ONE WHICH NEEDS TO CHANGE IN ORDER TO PROGRESS TOWARDS OUR VISION. WE STRATEGICALLY INVEST OUR LIMITED RESOURCES TO WORK WITH NATIONAL AND REGIONAL STEWARDS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. FUNDING APPROACH: THE FOUNDATION TAKES SEVERAL APPROACHES TO ITS FUNDING. WITHIN THE GRANT-MAKING PROCESS, WE INVITE PROPOSALS FROM INNOVATORS WE HAVE IDENTIFIED WHO HAVE SHOWN SUCCESS IN MAKING PROGRESS TOWARD SYSTEMIC CHANGES IN THE AREAS NOTED ABOVE. AT OTHER TIMES, WE BELIEVE PROGRESS CAN BE BETTER ACCOMPLISHED THROUGH DIRECT CHARITABLE ACTIVITIES (DCA'S), WHICH ARE INITIATIVES THAT OUR FOUNDATION WILL HELP LEAD OR STAFF. WE BELIEVE THESE APPROACHES TO FUNDING PROVIDE THE FOUNDATION WITH THE FLEXIBILITY IT NEEDS TO BEST STRATEGICALLY INVEST OUR LIMITED RESOURCES.MS. LAURA LANDY, PRESIDENT & CEO, FANNIE E. RIPPEL FOUNDATION14 MAPLE AVENUE, SUITE 200MORRISTOWN, NJ 07960WWW.RIPPELFOUNDATION.ORG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STARBUCKS CORP - 2436 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STARBUCKS CORP - 3397 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TRANSDIGM GROUP INC - 798 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TWITTER INC - 7824 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITEDHEALTH G R O U P INC - 638 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VANGUARD STAR INVESTOR CLASS-9897 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VISA INC - 1290 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC - 1547 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VISA INC - 1670 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WAYFAIR INC - 1151 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WELLS FARGO & CO - 10956 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WHITBREAD PLC - 5162 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ZOETIS INC - 2024 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03018576
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03018576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01740738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11760154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22024491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3969125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42011547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5103934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt63119032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt77767127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt84751400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt914237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10195267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113619897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124687553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131909800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141065361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152026828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163144338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17870627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18573720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191493925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201520478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211481156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222828047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt232205962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt241628527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25706474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt262540858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28861261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291830376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301075255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31505013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32458391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AIR US LIFE FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ASM CONNAUGHT HOUSE FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BIRCH GROVE CREDIT STRATEGIES FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BOND CAPITAL FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4COLCHIS INCOME FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CORNWALL OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DALTON INVESTMENT SERIES B ASIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ECHO STREET GOODCO SELECT II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FUNDSMITH EQUITY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GAP VI PARALLEL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GLOUSTON PRIVATE EQUITY OPPORTUNITIES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GQG PARTNERS INTERNATIONAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INDIA ACORN FUND (CAYMAN) LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14LIGHTHOUSE INDIA FUND III, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MAINGATE MLP FUND CLASS- 488,392.0710 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MGG SF EVERGREEN UNLEVERED FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NEW GENERATION TURNAROUND FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NOVALPINA CAPITAL PARTNERS I SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19OLEA SPECIAL OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ORCHARD LIQUID CREDIT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21RENAISSANCE EQUITIES FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22THE OVERLOOK PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23THIRD POINT OFFSHORE FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24THIRD POINT STRUCTURED CREDIT OPPTS OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25WARBURG PINCUS GLOBAL GROWTH, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26WARBURG PINCUS PRIVATE EQUITY XII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27WOLD WARD FERRY ASIA SMALLER COMPANIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28YORK CREDIT OPPORTUNITIES UNIT TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29YORK EUROPEAN DISTRESSED ASSET FUND III (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30YORK EUROPEAN DISTRESSED ASSET FUND IV (CAYMAN) LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31YORK EUROPEAN DISTRESSED CREDIT FUND II (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32YORK EUROPEAN DISTRESSED CREDIT FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01740738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11760154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22024491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3969125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42011547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5103934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63119032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77767127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84751400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt914237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10195267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113619897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124687553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131909800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141065361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152026828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163144338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17870627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18573720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191493925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201520478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211481156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222828047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232205962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241628527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25706474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt262540858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28861261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt291830376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301075255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31505013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32458391
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0287897
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05063649
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt087955
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0277873
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INVESTMENT INCOME THROUGH PARTNERSHIPS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1GAIN (LOSS) FROM SALE OF ASSETS THROUGH PARTNERSHIPS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02820
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt126505
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2820
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-26505
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0CONTRACT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt067105
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05746699
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt067105
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-29325
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05784479
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt037379
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040879
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0209896
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04481691
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt07604
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0591190
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07604
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0598794
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0357700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0357700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0306802
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0716771
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0716771
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0287897
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-869019
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028197447
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt030649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt030649

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,583,530
Liabilities
$954,797
Net assets
$94,628,733
Revenue
$6,091,281
Expenses
$6,960,300
Net income
-$869,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.5$3.18$85.3$11.2$6.72$4.50
2023Detailed filing. Detailed filing data is available for this year.$85.3$3.68$81.7$1.28$7.44$8.72
2022Detailed filing. Detailed filing data is available for this year.$84.1$1.78$82.3$3.06$6.58$3.52
2021Detailed filing. Detailed filing data is available for this year.$105$1.48$104$12.9$7.16$5.72
2020Detailed filing. Detailed filing data is available for this year.$95.6$0.95$94.6$6.09$6.96$0.87
2019Summary only. Only limited summary data is available for this year.$89.0$0.88$9.02$7.15$1.87
2016Summary only. Only limited summary data is available for this year.$76.2$0.58$7.89$8.41$0.52
2015Summary only. Only limited summary data is available for this year.$86.1$0.01$9.53$6.59$2.93
2014Summary only. Only limited summary data is available for this year.$84.3$0.01$7.04$5.35$1.69
2013Summary only. Only limited summary data is available for this year.$81.3$0.01$5.18$5.40$0.22
2012Summary only. Only limited summary data is available for this year.$75.4$0.01$8.29$4.84$3.45