Civic Intelligence

Maria Foundation 60982-8 P2-Ptpp-10-2

990PF • Fiscal year 2023 • EIN 23-7892071

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

Organization Profile
300 Fifth Avenue 27th FloorPittsburgh, PA 15222-2401

(412) 762-2083

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

50%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,508,092

Up $71,298 (+2.9%) from 2022

Net Assets

Up

$2,508,092

Up $71,298 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin81st percentile

Revenue

Up

$229,436

Up $76,683 (+50%) from 2022

Expenses

Down

$157,280

Down $23,348 (-13%) from 2022

Net Income

Up

$72,156

Up $100,031 (+359%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,667,453Liabilities 2010: $0Net Assets 2010: $2,667,4532010Assets 2011: $2,556,077Liabilities 2011: $0Net Assets 2011: $2,556,0772011Assets 2012: $2,496,740Liabilities 2012: $0Net Assets 2012: $2,496,7402012Assets 2013: $2,416,655Liabilities 2013: $0Net Assets 2013: $2,416,6552013Assets 2014: $2,374,888Liabilities 2014: $0Net Assets 2014: $2,374,8882014Assets 2015: $2,584,212Liabilities 2015: $0Net Assets 2015: $2,584,2122015Assets 2016: $2,449,507Liabilities 2016: $0Net Assets 2016: $2,449,5072016Assets 2017: $2,395,785Liabilities 2017: $0Net Assets 2017: $2,395,7852017Assets 2019: $2,467,408Liabilities 2019: $0Net Assets 2019: $2,467,4082019Assets 2020: $2,397,264Liabilities 2020: $0Net Assets 2020: $2,397,2642020Assets 2021: $2,465,436Liabilities 2021: $0Net Assets 2021: $2,465,4362021Assets 2022: $2,436,794Liabilities 2022: $0Net Assets 2022: $2,436,7942022Assets 2023: $2,508,092Liabilities 2023: $0Net Assets 2023: $2,508,0922023Assets 2024: $2,503,983Liabilities 2024: $0Net Assets 2024: $2,503,9832024

Highlighted filing

2023

Assets$2,508,092
Liabilities$0
Net Assets$2,508,092
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KExpenses 2010: $199,7122010Expenses 2011: $149,9302011Expenses 2012: $140,9472012Revenue 2013: $62,433Expenses 2013: $142,518Net Income 2013: -$80,0852013Revenue 2014: $132,138Expenses 2014: $147,389Net Income 2014: -$15,2512014Revenue 2015: $341,732Expenses 2015: $132,405Net Income 2015: $209,3272015Revenue 2016: $7,414Expenses 2016: $142,116Net Income 2016: -$134,7022016Revenue 2017: $89,651Expenses 2017: $143,366Net Income 2017: -$53,7152017Revenue 2019: $193,260Expenses 2019: $185,557Net Income 2019: $7,7032019Revenue 2020: $76,551Expenses 2020: $144,809Net Income 2020: -$68,2582020Revenue 2021: $229,967Expenses 2021: $158,422Net Income 2021: $71,5452021Revenue 2022: $152,753Expenses 2022: $180,628Net Income 2022: -$27,8752022Revenue 2023: $229,436Expenses 2023: $157,280Net Income 2023: $72,1562023Revenue 2024: $148,185Expenses 2024: $154,069Net Income 2024: -$5,8842024

Highlighted filing

2023

Revenue$229,436
Expenses$157,280
Net Income$72,156
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E MARKSONCo-Trustee-$0--
THOMAS R MARKSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Maria Foundation
EIN
23-7892071
Phone
4127622083
Address
300 FIFTH AVENUE 27TH FLOOR, PITTSBURGH, PA 15222-2401

Signing Officer

Name
Michael E Markson
Title
Co-trustee
Phone
4127622083
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746429B267 ISHARES U S TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2846429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2946434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0267263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt263960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3118150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt430950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt587799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6125280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt788390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt898392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9279424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1024152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1125456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1324714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1478698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1561430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1666700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1759864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18573634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1951494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20107759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21103666
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt070831
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0158499
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0106
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0229436
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0229436
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0158499
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0122032
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0122032
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070831
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt072156
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0963322
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0158499
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0210011
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033277
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0664
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0157280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0228953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0229436
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035248
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1357043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1445014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1561622

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,508,092
Liabilities
$0
Net assets
$2,508,092
Revenue
$229,436
Expenses
$157,280
Net income
$72,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.15$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.23$0.16$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.15$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.23$0.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.08$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.19$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.09$0.14$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.34$0.13$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.06$0.14$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.20