Civic Intelligence

Shaw-Burckhardt-Brenner Foundation Inc.

990PF • Fiscal year 2023 • EIN 23-7076297

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
135 N Pennsylvania St 1400Indianapolis, IN 46204

(317) 860-2905

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

20th percentile

-23%

Higher net margin than 20% 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

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

85th percentile

66%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$856,147

Down $10,904 (-1.3%) from 2022

Net Assets

Down

$856,147

Down $10,904 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin20th percentile

Revenue

Up

$46,710

Up $18,566 (+66%) from 2022

Expenses

Down

$57,614

Down $1,237 (-2.1%) from 2022

Net Income

Up

-$10,904

Up $19,803 (+64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2010: $772,907Liabilities 2010: $0Net Assets 2010: $772,9072010Assets 2011: $764,405Liabilities 2011: $0Net Assets 2011: $764,4052011Assets 2013: $774,409Liabilities 2013: $0Net Assets 2013: $774,4092013Assets 2014: $808,706Liabilities 2014: $0Net Assets 2014: $808,7062014Assets 2015: $813,613Liabilities 2015: $0Net Assets 2015: $813,6132015Assets 2016: $837,461Liabilities 2016: $0Net Assets 2016: $837,4612016Assets 2017: $838,279Liabilities 2017: $0Net Assets 2017: $838,2792017Assets 2018: $820,305Liabilities 2018: $0Net Assets 2018: $820,3052018Assets 2019: $825,201Liabilities 2019: $0Net Assets 2019: $825,2012019Assets 2020: $790,850Liabilities 2020: $0Net Assets 2020: $790,8502020Assets 2021: $897,758Liabilities 2021: $0Net Assets 2021: $897,7582021Assets 2022: $867,051Liabilities 2022: $0Net Assets 2022: $867,0512022Assets 2023: $856,147Liabilities 2023: $0Net Assets 2023: $856,1472023Assets 2024: $875,657Liabilities 2024: $0Net Assets 2024: $875,6572024

Highlighted filing

2023

Assets$856,147
Liabilities$0
Net Assets$856,147
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KExpenses 2010: $57,6342010Expenses 2011: $81,0052011Revenue 2013: $68,746Expenses 2013: $62,141Net Income 2013: $6,6052013Revenue 2014: $84,908Expenses 2014: $50,611Net Income 2014: $34,2972014Revenue 2015: $63,164Expenses 2015: $58,257Net Income 2015: $4,9072015Revenue 2016: $62,819Expenses 2016: $38,971Net Income 2016: $23,8482016Revenue 2017: $76,908Expenses 2017: $76,090Net Income 2017: $8182017Revenue 2018: $48,321Expenses 2018: $66,295Net Income 2018: -$17,9742018Revenue 2019: $59,232Expenses 2019: $54,336Net Income 2019: $4,8962019Revenue 2020: $22,771Expenses 2020: $57,122Net Income 2020: -$34,3512020Revenue 2021: $172,295Expenses 2021: $65,387Net Income 2021: $106,9082021Revenue 2022: $28,144Expenses 2022: $58,851Net Income 2022: -$30,7072022Revenue 2023: $46,710Expenses 2023: $57,614Net Income 2023: -$10,9042023Revenue 2024: $78,486Expenses 2024: $58,976Net Income 2024: $19,5102024

Highlighted filing

2023

Revenue$46,710
Expenses$57,614
Net Income-$10,904
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A JENKINSDirector-$0--
CHRISTINE H HICKEY ESQDirector-$0--
CHASE HICKEYDirector-$0--
DENNIS R JONESDirector-$0--
DEBORAH THORNBURGHDirector-$0--
JULIE ARMSTRONGDirector-$0--
KAYLA MOODY-GRANT ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shaw-burckhardt-brenner Foundation
EIN
23-7076297
Phone
3178602905
Address
135 N PENNSYLVANIA ST 1400, INDIANAPOLIS, IN 46204

Signing Officer

Name
Christine H Hickey
Title
Director
Phone
3178602905
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Donovan Pc
Address
5151 E US HWY 36, AVON, IN 46123
Preparer
Neal R Stegemiller CPA
Phone
3177456411
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10JANUS HENDERSON ENTERPRISE I(JMGRX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JP MORGAN MID CAP VALUE FUND CLASS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JPMORGAN MORTGAGE BACKED SEC CLASS I (OMBIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MAINSTAY MACKAY CONVERTIBLE CL I (MCNVX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14OMEGA HEALTHCARE INVESTORS INC(OHI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PZENA EMERGING MRKTS FOCUSED VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16STONE RIDGE HIGH YLD REINSRNCE RSK PREM I (SHRIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD COMMODITY STRATEGY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt637409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt722084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt850093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt918116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1013151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1113073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1231437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1314929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1514136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1615415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt179403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt021387
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02323
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt046710
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046710
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021387
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022969
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10904
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0352387
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02323
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02323
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021387
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07123
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt057614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt046679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt046710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt072451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1258549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt072688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1277048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021387
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10904
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0856147
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0867051
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0856147
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046136
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046136
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046136
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046683
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/DistributableAmountGrp/TotalTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02008
IRS990PF/FMVAssetsEOYAmt0987115
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0420577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0405657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0525598
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0327199
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0339753
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0351796
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0867051
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0856147
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022471
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0867051
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0856147
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0987115
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0867051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0856147
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0867051
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0856147
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt096804
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt099355
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt098339
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0947886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017698
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0930188
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0933668
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0947886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00

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Filings

Displayed year

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

Open filing
Assets
$856,147
Liabilities
$0
Net assets
$856,147
Revenue
$46,710
Expenses
$57,614
Net income
-$10,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.78$0.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.47$0.58$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.72$0.65$1.07
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.23$0.57$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.59$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.48$0.66$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.77$0.76$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.63$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.85$0.51$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.69$0.62$0.07
2011Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.81
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.58