Civic Intelligence

Comerford Mary Tw Charitable (Pf)

990PF • Fiscal year 2024 • EIN 23-2193785

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 21, 2025

Organization Profile
PO Box 1504Buffalo, NY 14240

(610) 378-3665

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.8%

Higher net margin than 54% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$9,928

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.6%

Faster asset growth than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

86%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$598,490

Up $3,595 (+0.6%) from 2023

Net Assets

$598,490

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin54th percentile

Revenue

Up

$55,390

Up $25,627 (+86%) from 2023

Expenses

Down

$51,628

Down $2,560 (-4.7%) from 2023

Net Income

Up

$3,762

Up $28,187 (+115%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $654,156Liabilities 2011: $02011Assets 2012: $631,790Liabilities 2012: $02012Assets 2013: $613,997Liabilities 2013: $02013Assets 2014: $598,079Liabilities 2014: $02014Assets 2015: $578,496Liabilities 2015: $02015Assets 2019: $533,461Liabilities 2019: $02019Assets 2020: $587,500Liabilities 2020: $0Net Assets 2020: $587,5002020Assets 2021: $629,226Liabilities 2021: $0Net Assets 2021: $629,2262021Assets 2022: $619,543Liabilities 2022: $0Net Assets 2022: $619,5432022Assets 2023: $594,895Liabilities 2023: $12023Assets 2024: $598,490Liabilities 2024: $0Net Assets 2024: $598,4902024Assets 2025: $621,984Liabilities 2025: $0Net Assets 2025: $621,9842025

Highlighted filing

2024

Assets$598,490
Liabilities$0
Net Assets$598,490
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $29,106Expenses 2011: $45,556Net Income 2011: -$16,4502011Revenue 2012: $25,201Expenses 2012: $47,318Net Income 2012: -$22,1172012Revenue 2013: $27,998Expenses 2013: $45,966Net Income 2013: -$17,9682013Revenue 2014: $32,657Expenses 2014: $48,594Net Income 2014: -$15,9372014Revenue 2015: $29,282Expenses 2015: $48,611Net Income 2015: -$19,3292015Revenue 2019: $39,524Expenses 2019: $49,620Net Income 2019: -$10,0962019Revenue 2020: $102,926Expenses 2020: $48,882Net Income 2020: $54,0442020Revenue 2021: $95,042Expenses 2021: $91,388Net Income 2021: $3,6542021Revenue 2022: $47,251Expenses 2022: $56,687Net Income 2022: -$9,4362022Revenue 2023: $29,763Expenses 2023: $54,188Net Income 2023: -$24,4252023Revenue 2024: $55,390Expenses 2024: $51,628Net Income 2024: $3,7622024Revenue 2025: $77,124Expenses 2025: $53,754Net Income 2025: $23,3702025

Highlighted filing

2024

Revenue$55,390
Expenses$51,628
Net Income$3,762
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 21, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$9,928-$9,928
JAMES BOHORADCo-Trustee-$2,482-$2,482
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPottsville Free Public LibraryEDUCATIONALPCPOTTSVILLE, PA, US$4,200
Paid GrantMAHANOY CITY PUBLIC LIBRARYGENERALPCMAHANOY CITY, PA, US$4,000
Paid GrantSCHUYLKILL UNITED WAYGENERALPCPOTTSVILLE, PA, US$3,250
Paid GrantFirst United Methodist ChurchCHARITABLEPCMAHANOY CITY, PA, US$2,500
Paid GrantMAHANOY CITY BOROUGH CHRISTMAS DECORGENERALPCMAHANOY CITY, PA, US$2,000
Paid GrantAVENUESGENERALPCPOTTSVILLE, PA, US$2,000
Paid GrantSCHUYLKILL COUNTY COUNCIL FOR THE ARTSEDUCATIONALPCPOTTSVILLE, PA, US$2,000
Paid GrantST JOSEPH CENTER FOR SPECIAL LEARNINGGENERALPCPOTTSVILLE, PA, US$2,000
Paid GrantMAHANOY AREA HIGH SCHOOLEDUCATIONALPCMAHANOY CITY, PA, US$1,750
Paid GrantAMERICAN CANCER SOCIETY INCCHARITABLEGROUPMINERSVILLE, PA, US$1,500
Paid GrantBen D Spagolio Charitable TrCHARITABLEPFPOTTSVILLE, PA, US$1,500
Paid GrantSchuylkill Hope Center (fka Schuylkill Women in Crisis)GENERALPCPOTTSVILLE, PA, US$1,500
Paid GrantWill S & Anna S Fox FoundationGENERALPFPOTTSVILLE, PA, US$1,500
Paid GrantCRIMSON TIDE FOUNDATIONCHARITABLEPCPOTTSVILLE, PA, US$1,500
Paid GrantWALK-IN ART CENTERSUPPORTPCSCHULKILL HAVEN, PA, US$1,250
Paid GrantNATIONAL FOUND FOR CELIAC AWARENESSGENERALPCAMBLER, PA, US$1,000
Paid GrantMAHANOY AREA HISTORICAL SOCIETYGENERAL PURPOSESPCMAHANOY CITY, PA, US$900
Paid GrantSALVATION ARMY (POTTSVILLE CHAPTER)GENERAL PURPOSESPCPOTTSVILLE, PA, US$900
Paid GrantEAGLE FOUNDATIONCHARITABLEPCCRESSONA, PA, US$750
Paid GrantMAHANOY CITY BORO (WOMEN'S CLUB)SUPPORTPCMAHONY CITY, PA, US$600
Paid GrantMAKE-A-WISH FOUNDATION OF MIDEASTERN PAGENERALPUBLICPOTTSVILLE, PA, US$500
Paid GrantISLAMIC SOCIETY OF SCHUYLKILL COUNTYRELIGIOUSPCPOTTSVILLE, PA, US$500
Paid GrantAMERICAN RED CROSS BLOOD BANK SCHUYLKILL COUNTY CHAPTERGENERALPCPOTTSVILLE, PA, US$500
Paid GrantMAHANOY CITY BORO AMBULANCESUPPORTPCMAHANOY CITY, PA, US$200
Filing and Contact Details

Filer

Filer Name
Comerford Mary Tw Charitable (pf)
EIN
23-2193785
Phone
6103783665
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
6103783665
Signed
2025-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
Raw XML AppendixShowing 400 of 783 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/AcquiredDt02020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1016184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt204355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1021720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117242
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/PropertyDesc0165.859 AMG RIVER RD SM-CAP VALUE FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc117. ALLSTATE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2102. APPLE COMPUTER INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320. FEDEX CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4125. ISHARES S&P SM-CAP 600 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5177. ISHARES MSCI EAFE VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc636. METLIFE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc726. PROCTER & GAMBLE CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc821. VALERO ENERGY CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc998.113 VIRTUS KAR SMALL-CAP GROWTH I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10835.711 WILMINGTON LARGE-CAP STRATEGY FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11874.609 WILMINGTON BROAD MARKET BOND FUND -I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032533
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03762
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0875
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0599532
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0594895
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0598490
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt040399
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt040399
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt040399
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040992
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0593
IRS990PF/DistributableAmountGrp/TotalTaxAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0847
IRS990PF/FMVAssetsEOYAmt0873641
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0594895
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0598490
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0590805
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0585963
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0861114
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04090
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0594895
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0598490
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0873641
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0594895
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0598490
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0594895
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0598490
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0832316
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043275
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0789041
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040992
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0819831

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$598,490
Liabilities
$0
Net assets
$598,490
Revenue
$55,390
Expenses
$51,628
Net income
$3,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.77$0.54$0.23
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.55$0.52$0.04
2023Summary only. Only limited summary data is available for this year.$5.95$0.00$0.30$0.54$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.47$0.57$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.95$0.91$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$1.03$0.49$0.54
2019Summary only. Only limited summary data is available for this year.$5.33$0.00$0.40$0.50$0.10
2015Summary only. Only limited summary data is available for this year.$5.78$0.00$0.29$0.49$0.19
2014Summary only. Only limited summary data is available for this year.$5.98$0.00$0.33$0.49$0.16
2013Summary only. Only limited summary data is available for this year.$6.14$0.00$0.28$0.46$0.18
2012Summary only. Only limited summary data is available for this year.$6.32$0.00$0.25$0.47$0.22
2011Summary only. Only limited summary data is available for this year.$6.54$0.00$0.29$0.46$0.16