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990PF • Fiscal year 2023 • EIN 25-1391653

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 10, 2024

Organization Profile
7414 Crestberry LnBethesda, MD 20817

(240) 476-1977

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$275,961

Up $20,524 (+8.0%) from 2022

Net Assets

Up

$275,961

Up $20,524 (+8.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$37,200

Down $73,129 (-66%) from 2022

Expenses

Up

$16,676

Up $1,061 (+6.8%) from 2022

Net Income

Down

$20,524

Down $74,190 (-78%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100K-$200KAssets 2010: $38,369Liabilities 2010: $139,900Net Assets 2010: -$101,5312010Assets 2020: $141,891Liabilities 2020: $0Net Assets 2020: $141,8912020Assets 2022: $255,437Liabilities 2022: $0Net Assets 2022: $255,4372022Assets 2023: $275,961Liabilities 2023: $0Net Assets 2023: $275,9612023

Highlighted filing

2023

Assets$275,961
Liabilities$0
Net Assets$275,961
Open 2023 Filing

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2010: $83,3412010Revenue 2020: $154,629Expenses 2020: $83,279Net Income 2020: $71,3502020Revenue 2022: $110,329Expenses 2022: $15,615Net Income 2022: $94,7142022Revenue 2023: $37,200Expenses 2023: $16,676Net Income 2023: $20,5242023

Highlighted filing

2023

Revenue$37,200
Expenses$16,676
Net Income$20,524
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 10, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandeep SankineniTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Share
EIN
25-1391653
Address
7414 Crestberry Ln, Bethesda, MD 20817

Signing Officer

Name
Sandeep Sankineni
Title
Treasurer
Phone
2404761977
Signed
2024-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Berger & Associates LLC
Address
6105 Rosemont Circle, Rockville, MD 20852
Preparer
Burman Berger JD CPA
Phone
3015304040
Raw XML Appendix179 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Columbia Contrarian Core Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010280
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010280
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010280
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0940
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020524
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09340
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0143
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054477
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt065896
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0200000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0255437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0275961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0255437
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0205401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0205401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010270
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0205401
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0205401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sandeep Sankineni
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07414 Crestberry Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bethesda
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Sandeep Sankineni
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07414 Crestberry Ln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bethesda
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020817
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02404761977
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010127
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Small Gifts
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3203
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandeep Sankineni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02404761977
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARE
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0251391653
ReturnHeader/Filer/USAddress/AddressLine1Txt07414 Crestberry Ln
ReturnHeader/Filer/USAddress/CityNm0Bethesda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020817
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384086508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berger & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06105 Rosemont Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03015304040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Burman Berger JD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-10T20:44:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sandeep
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sankineni
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
$275,961
Liabilities
$0
Net assets
$275,961
Revenue
$37,200
Expenses
$16,676
Net income
$20,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.37$0.17$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.10$0.16$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.55$0.83$0.71
2010Detailed filing. Detailed filing data is available for this year.$0.38$1.40$1.02$0.83