Civic Intelligence

Lvh Foundation

990PF • Fiscal year 2023 • EIN 22-6083972

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 28, 2024

Organization Profile
69 Winged Foot DriveLivingston, NJ 07039

(973) 533-0907

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-126%

Higher net margin than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

26th percentile

-4.8%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$940,091

Down $46,940 (-4.8%) from 2022

Net Assets

Down

$940,091

Down $46,940 (-4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin7th percentile

Revenue

Up

$37,343

Up $37,800 (+8271%) from 2022

Expenses

Down

$84,283

Down $8,782 (-9.4%) from 2022

Net Income

Up

-$46,940

Up $46,582 (+50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $599,889Liabilities 2011: $0Net Assets 2011: $599,8892011Assets 2012: $592,027Liabilities 2012: $02012Assets 2013: $619,986Liabilities 2013: $0Net Assets 2013: $619,9862013Assets 2014: $650,084Liabilities 2014: $0Net Assets 2014: $650,0842014Assets 2015: $791,542Liabilities 2015: $0Net Assets 2015: $791,5422015Assets 2016: $777,370Liabilities 2016: $0Net Assets 2016: $777,3702016Assets 2017: $813,709Liabilities 2017: $0Net Assets 2017: $813,7092017Assets 2018: $860,692Liabilities 2018: $0Net Assets 2018: $860,6922018Assets 2019: $953,653Liabilities 2019: $0Net Assets 2019: $953,6532019Assets 2020: $976,424Liabilities 2020: $0Net Assets 2020: $976,4242020Assets 2021: $1,080,553Liabilities 2021: $0Net Assets 2021: $1,080,5532021Assets 2022: $987,031Liabilities 2022: $0Net Assets 2022: $987,0312022Assets 2023: $940,091Liabilities 2023: $0Net Assets 2023: $940,0912023Assets 2024: $10,732Liabilities 2024: $10Net Assets 2024: $10,7222024

Highlighted filing

2023

Assets$940,091
Liabilities$0
Net Assets$940,091
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $34,1192011Revenue 2012: $38,853Expenses 2012: $46,715Net Income 2012: -$7,8622012Revenue 2013: $76,908Expenses 2013: $48,949Net Income 2013: $27,9592013Revenue 2014: $73,757Expenses 2014: $43,659Net Income 2014: $30,0982014Revenue 2015: $199,297Expenses 2015: $57,839Net Income 2015: $141,4582015Revenue 2016: $42,491Expenses 2016: $56,663Net Income 2016: -$14,1722016Revenue 2017: $93,363Expenses 2017: $57,024Net Income 2017: $36,3392017Revenue 2018: $109,847Expenses 2018: $62,864Net Income 2018: $46,9832018Revenue 2019: $162,039Expenses 2019: $69,078Net Income 2019: $92,9612019Revenue 2020: $93,374Expenses 2020: $70,603Net Income 2020: $22,7712020Revenue 2021: $193,649Expenses 2021: $89,520Net Income 2021: $104,1292021Revenue 2022: -$457Expenses 2022: $93,065Net Income 2022: -$93,5222022Revenue 2023: $37,343Expenses 2023: $84,283Net Income 2023: -$46,9402023Revenue 2024: $88,083Expenses 2024: $1,017,452Net Income 2024: -$929,3692024

Highlighted filing

2023

Revenue$37,343
Expenses$84,283
Net Income-$46,940
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS V HENSTONPresident-$0--
MARGO HENSTON BRUNDAGEVice President-$0--
DOUGLAS HENSTONSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIBERTY SCIENCE CENTERCHARITABLEPCJERSEY CITY, NJ, US$15,000
Paid GrantST BARNABAS MEDICAL CENTER FOUNDATIONCHARITABLEPCWEST ORANGE, NJ, US$15,000
Paid GrantMRCC FOUNDATIONCHARITABLEPCWEST CALDWELL, NJ, US$8,000
Paid GrantYALE ANNUAL GIVINGCHARITABLEPCNEW HAVEN, CT, US$8,000
Paid GrantCONGREGATION B'NAI JESHURUNCHARITABLEPCSHORT HILLS, NJ, US$5,100
Paid GrantVAIL VALLEY FOUNDATIONCHARITABLEPCAVON, CO, US$5,000
Paid GrantKENT DENVER BREAKTHROUGHCHARITABLEPCENGLEWOOD, CO, US$3,000
Paid GrantNJPACCHARITABLEPCNEWARK, NJ, US$3,000
Paid GrantCHILDREN'S HOSPITAL COLORADO FOUNDATION ANSCHUTZ MEDICAL CENTERCHARITABLEPCAURORA, CO, US$2,500
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERCHARITABLEPCNEW YORK, NJ, US$2,000
Paid GrantUJACHARITABLEPCPARAMUS, NJ, US$2,000
Paid GrantGREATER NEWARK CONSERVANCYCHARITABLEPCNEWARK, NJ, US$1,500
Paid GrantELON UNIVERSITYCHARITABLEPCELON, NC, US$1,000
Paid GrantCRAZY HORSE MEMORIALCHARITABLEPCCRAZY HORSE, SD, US$1,000
Paid GrantDENVER FOUNDATIONCHARITABLEPCDENVER, CO, US$1,000
Paid GrantAFRICA BRIDGE OF HOPECHARITABLEPCMARYLHURST, OR, US$500
Paid GrantENERGY OUTREACH COLORADOCHARITABLEPCDENVER, CO, US$500
Paid GrantNEWARK ACADEMYCHARITABLEPCLIVINGSTON, NJ, US$250
Paid GrantNATIONAL CASAGAL ASSOCIATION FOR CHILDRENCHARITABLEPCSEATTLE, WA, US$206
Paid GrantAJCCHARITABLEPCFORT LAUDERDALE, FL, US$200
Paid GrantLIVINGSTON FIRST AIDCHARITABLEPCLIVINGSTON, NJ, US$200
Paid GrantCORCHARITABLEPCATLANTA, GA, US$103
Paid GrantLISA B FISHMAN FOUNDATIONCHARITABLEPCMONTVILLE, NJ, US$100
Paid GrantLIVINGSTON FIRE DEPARTMENTCHARITABLEPCLIVINGSTON, NJ, US$50
Filing and Contact Details

Filer

Filer Name
Lvh Foundation
EIN
22-6083972
Phone
9735330907
Address
69 WINGED FOOT DRIVE, LIVINGSTON, NJ 07039

Signing Officer

Name
Louis V Henston
Title
President
Phone
9735330907
Signed
2024-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Bederson Llp
Address
100 PASSAIC AVENUE - SUITE 310, FAIRFIELD, NJ 07004
Preparer
Jeffrey E Callahan
Phone
9737363333
Raw XML AppendixShowing 400 of 760 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-37
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-14321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28-143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2167982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9197916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1362673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26110192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN 44117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN 44117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN 44118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALPHABET INC CLASS C CAPITAL STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ALPHABET INC CLASS A COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ALPHABET INC CLASS A COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6IDEXX LABORATORIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ELI LILLY & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JP MORGAN 44118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DOLLAR TREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DOLLAR TREE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SERVICENOW INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13JP MORGAN 44119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BIO TECHNE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CCC INTELLIGENT SOLUTIONS HOLDINGS INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CONFLUENT INC CLASS A COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17COTY INC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18RB GLOBAL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19RITCHIE BROS AUCTIONEERS US LISTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20TG THERAPEUTICS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21TRANSMEDICS GROUP INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VALMONT INDUSTRIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VALMONT INDUSTRIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24WORLD WRESTLING ENTERTAINMENT INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25WORLD WRESTLING ENTERTAINMENT INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26JP MORGAN 44119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27ADVANCED DRAINAGE SYSTEMS IN COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28WARNER MUSIC GROUP CORP CLASS A COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29ZOOM INFO TECHNOLOGIES INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30ZOOM INFO TECHNOLOGIES INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31ON HOLDING AG CLASS A ORDINARY SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32GLOBAL E ONLINE LTD ORDINARY SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62002-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262023-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028020
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-46940
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0940091
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0987031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0940091
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069137
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069137
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069137
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069530
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/DistributableAmountGrp/TotalTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01592481
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04977
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04668
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0964681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0923459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01575849
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0145
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt089
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt089
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0987031
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0940091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011875
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0987031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0940091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01592481
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0987031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0940091
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0987031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0940091
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01411766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017803
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01393963
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069530
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01390590
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01411766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUIS V HENSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGO HENSTON BRUNDAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS HENSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt069 WINGED FOOT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2360 BELLAIRE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW VERNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DENVER

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Filings

Displayed year

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

Open filing
Assets
$940,091
Liabilities
$0
Net assets
$940,091
Revenue
$37,343
Expenses
$84,283
Net income
-$46,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09$1.02$0.93
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.19$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.16$0.07$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.11$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.04$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.20$0.06$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.04$0.05$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.03