Civic Intelligence

Sumner M Redstone Charitable Foundation

990PF • Fiscal year 2023 • EIN 22-2761621

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
846 University AvenueNorwood, MA 02062

(781) 461-1600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

23rd percentile

-1.4%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$55,658,429

Flat from 2023

Net Assets

$55,658,429

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin9th percentile

Revenue

Flat

$1,189,334

Flat from 2023

Expenses

Flat

$1,974,186

Flat from 2023

Net Income

Flat

-$784,852

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60M$40M$20M$0Assets 2011: $758,612Liabilities 2011: $02011Assets 2012: $6,997,781Liabilities 2012: $02012Assets 2013: $6,395,880Liabilities 2013: $02013Assets 2014: $2,771,052Liabilities 2014: $02014Assets 2015: $10,817,662Liabilities 2015: $02015Assets 2019: $2,142,955Liabilities 2019: $02019Assets 2020: $2,146,163Liabilities 2020: $0Net Assets 2020: $2,146,1632020Assets 2021: $55,494,419Liabilities 2021: $12021Assets 2022: $56,446,560Liabilities 2022: $0Net Assets 2022: $56,446,5602022Assets 2023: $55,658,429Liabilities 2023: $0Net Assets 2023: $55,658,4292023Assets 2023: $55,658,429Liabilities 2023: $12023Assets 2024: $57,387,952Liabilities 2024: $0Net Assets 2024: $57,387,9522024

Highlighted filing

2023

Assets$55,658,429
Liabilities$0
Net Assets$55,658,429
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $22,154,477Expenses 2011: $28,507,403Net Income 2011: -$6,352,9262011Revenue 2012: $32,329,989Expenses 2012: $29,910,699Net Income 2012: $2,419,2902012Revenue 2013: $10,367,459Expenses 2013: $10,940,387Net Income 2013: -$572,9282013Revenue 2014: $28,064,437Expenses 2014: $31,582,085Net Income 2014: -$3,517,6482014Revenue 2015: $28,151,118Expenses 2015: $19,544,435Net Income 2015: $8,606,6832015Revenue 2019: $68,640Expenses 2019: $5,011,049Net Income 2019: -$4,942,4092019Revenue 2020: $7,818Expenses 2020: $4,313Net Income 2020: $3,5052020Revenue 2021: $56,787,224Expenses 2021: $3,498,063Net Income 2021: $53,289,1612021Revenue 2022: $5,653,910Expenses 2022: $4,692,771Net Income 2022: $961,1392022Revenue 2023: $1,189,334Expenses 2023: $1,974,186Net Income 2023: -$784,8522023Revenue 2023: $1,189,334Expenses 2023: $1,974,186Net Income 2023: -$784,8522023Revenue 2024: $3,444,428Expenses 2024: $1,707,084Net Income 2024: $1,737,3442024

Highlighted filing

2023

Revenue$1,189,334
Expenses$1,974,186
Net Income-$784,852
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARI REDSTONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sumner M Redstone Charitable Foundation
EIN
22-2761621
Phone
7814611600
Address
846 UNIVERSITY AVENUE, NORWOOD, MA 02062

Signing Officer

Name
Shari E Redstone
Title
Trustee
Phone
7814611600
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Company Ltd
Address
OFFICES LISTED AT, WWWCOHENCPACOM, OH 44115
Preparer
Michael D Szymkowiak
Phone
8002291099
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09066956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt146087172
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011550915
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01361122
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt070999
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-574975
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-784852
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08966
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05687
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt055667395
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056446560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt055658429
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02900395
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02900395
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02919315
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt062286393
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056446560
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0889131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARI REDSTONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0846 UNIVERSITY AVENUE
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHARI REDSTONE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0846 UNIVERSITY AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002062
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814611600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHARI REDSTONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07814611600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0846 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002062
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASSACHUSETTS GENERAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0125 NASHUA STREET SUITE 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0022141101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01570999
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02900395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01329396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01788228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0217733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0305000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01329396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05991565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01788228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0217733
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03985604
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01570999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05991565
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07320961
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt020164
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt020164
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08966
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02081
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13606
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1394232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt218647
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2GRANT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt016666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt218647
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1394232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt03690
TaxesSchedule/TaxesDetail/Amt110257
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110257
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03690
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI E REDSTONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814611600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMNER M REDSTONE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMN
ReturnHeader/Filer/EIN0222761621
ReturnHeader/Filer/PhoneNum07814611600
ReturnHeader/Filer/USAddress/AddressLine1Txt0846 UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341912961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WWWCOHENCPACOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum08002291099
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D SZYMKOWIAK
ReturnHeader/ReturnTs02024-11-06T14:18:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$55,658,429
Liabilities
$0
Net assets
$55,658,429
Revenue
$1,189,334
Expenses
$1,974,186
Net income
-$784,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$0.00$57.4$3.44$1.71$1.74
2023Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$1.19$1.97$0.78
2023Summary only. Only limited summary data is available for this year.$55.7$0.00$1.19$1.97$0.78
2022Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$5.65$4.69$0.96
2021Summary only. Only limited summary data is available for this year.$55.5$0.00$56.8$3.50$53.3
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.01$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$2.14$0.00$0.07$5.01$4.94
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$28.2$19.5$8.61
2014Summary only. Only limited summary data is available for this year.$2.77$0.00$28.1$31.6$3.52
2013Summary only. Only limited summary data is available for this year.$6.40$0.00$10.4$10.9$0.57
2012Summary only. Only limited summary data is available for this year.$7.00$0.00$32.3$29.9$2.42
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$22.2$28.5$6.35