Civic Intelligence

Herbert G Feldman Charitable Foundation

990PF • Fiscal year 2024 • EIN 25-1832024

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 12, 2025

Organization Profile
149 Linnview AvenuePittsburgh, PA 15210-3717

(412) 580-6954

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

5.7%

Higher net margin than 51% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$10,220

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.5%

Faster asset growth than 40% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,685,012

Up $151,700 (+4.3%) from 2022

Net Assets

Up

$3,685,012

Up $151,700 (+4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin51st percentile

Revenue

Up

$285,553

Up $103,790 (+57%) from 2022

Expenses

Down

$269,373

Down $23,327 (-8.0%) from 2022

Net Income

Up

$16,180

Up $127,117 (+115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,397,334Liabilities 2014: $0Net Assets 2014: $3,397,3342014Assets 2015: $3,446,507Liabilities 2015: $0Net Assets 2015: $3,446,5072015Assets 2016: $3,358,673Liabilities 2016: $0Net Assets 2016: $3,358,6732016Assets 2017: $3,428,039Liabilities 2017: $0Net Assets 2017: $3,428,0392017Assets 2018: $3,475,987Liabilities 2018: $0Net Assets 2018: $3,475,9872018Assets 2019: $3,663,258Liabilities 2019: $0Net Assets 2019: $3,663,2582019Assets 2020: $3,534,934Liabilities 2020: $0Net Assets 2020: $3,534,9342020Assets 2021: $3,626,245Liabilities 2021: $0Net Assets 2021: $3,626,2452021Assets 2022: $3,533,312Liabilities 2022: $0Net Assets 2022: $3,533,3122022Assets 2024: $3,685,012Liabilities 2024: $0Net Assets 2024: $3,685,0122024

Highlighted filing

2024

Assets$3,685,012
Liabilities$0
Net Assets$3,685,012
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $334,282Expenses 2014: $219,302Net Income 2014: $114,9802014Revenue 2015: $277,217Expenses 2015: $228,224Net Income 2015: $48,9932015Revenue 2016: $159,070Expenses 2016: $246,899Net Income 2016: -$87,8292016Revenue 2017: $289,605Expenses 2017: $220,233Net Income 2017: $69,3722017Revenue 2018: $346,290Expenses 2018: $298,347Net Income 2018: $47,9432018Revenue 2019: $454,879Expenses 2019: $267,606Net Income 2019: $187,2732019Revenue 2020: $134,060Expenses 2020: $260,934Net Income 2020: -$126,8742020Revenue 2021: $370,844Expenses 2021: $276,551Net Income 2021: $94,2932021Revenue 2022: $181,763Expenses 2022: $292,700Net Income 2022: -$110,9372022Revenue 2024: $285,553Expenses 2024: $269,373Net Income 2024: $16,1802024

Highlighted filing

2024

Revenue$285,553
Expenses$269,373
Net Income$16,180
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZAN ZMUDAOfficer-$10,220-$10,220
BARBARA WESTELLOfficer-$9,019-$9,019
CAROL CINOWALTOfficer-$9,019-$9,019
DEBRA ALEXANDEROfficer-$9,019-$9,019
PAUL RINGLOFFOfficer-$9,019-$9,019
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN STATE UNIVERISTYSCHOLARSHIPPCUNIVERSITY PARK, PA, US$15,904
Paid GrantLIGHT OF LIFE RESCUE MISSIONGENERAL SUPPORTPCPITTSBURGH, PA, US$12,000
Paid GrantWEATHERFORD COLLEGESCHOLARSHIPSPCWEATHERFORD, TX, US$10,000
Paid GrantWEST TEXAS A&M UNIVERSITYSCHOLARSHIPSPCCANYON, TX, US$8,000
Paid GrantPLEASANT HILLS VOLUNTEER FIRE COMPANYGENERAL SUPPORTPCPITTSBURGH, PA, US$8,000
Paid GrantRIVERLIFEGENERAL SUPPORTPCPITTSBURGH, PA, US$8,000
Paid GrantSMILES CHANGE LIVESGENERAL SUPPORTPCKANSAS CITY, MO, US$8,000
Paid GrantSAINT JUDE CHILDRENS RESEARCHGENERAL SUPPORTPCPITTSBURGH, PA, US$7,500
Paid GrantSALVATION ARMYGENERAL SUPPORTPCCARNEGIE, PA, US$7,000
Paid GrantK9'S FOR KIDSGENERAL SUPPORTPCWASHINGTON, PA, US$7,000
Paid GrantCHILDRENS HOSPITAL OF PITTSBURGHGENERAL SUPPORTPCPITTSBURGH, PA, US$5,500
Paid GrantPB&J SPREADING LOVE FUNDGENERAL SUPPORTPCTRUCKEE, CA, US$5,000
Paid GrantCAREITY FOUNDATIONGENERAL SUPPORTPCFORT WORTH, TX, US$5,000
Paid GrantCLOVERLEAF AREA ECUMENICAL FOOD BANKGENERAL SUPPORTPCPITTSBURGH, PA, US$5,000
Paid GrantGIFTCARDS 4 CHANGE INCGENERAL SUPPORTPCFORT WORTH, TX, US$5,000
Paid GrantCYSTIC FIBROSIS FOUNDATIONGENERAL SUPPORTPCPITTSBURGH, PA, US$4,000
Paid GrantNO DOG LEFT BEHINDGENERAL SUPPORTPCWEST MIFFLIN, PA, US$4,000
Paid GrantFLIGHT 93 NATIONAL MEMORIALGENERAL SUPPORTPCSTOYSTOWN, PA, US$4,000
Paid GrantBALDWIN-WHITEHALL EDUCATIONALGENERAL SUPPORTPCPITTSBURGH, PA, US$4,000
Paid GrantCATHY CUNNINGHAMCRICCATGENERAL SUPPORTPCWASHINGTON, PA, US$3,500
Paid GrantDUQUESNE UNIVERSITY SCHOOL OFGENERAL SUPPORTPCPITTSBURGH, PA, US$3,000
Paid GrantBEAVER COUNTY HUMANE SOCIETYGENERAL SUPPORTPCCENTER TOWNSHIP, PA, US$3,000
Paid GrantSHRINERS HOSPITALS FOR CHILDRENGENERAL SUPPORTPCTAMPA, FL, US$3,000
Paid GrantHUMANITARIAN AID & RESCUE PROJECTGENERAL SUPPORTPCFORT WORTH, TX, US$3,000
Paid GrantBALDWIN WHITEHALL ATHLETIC ASSOCIATIONGENERAL SUPPORTPCPITTSBURGH, PA, US$2,900
Paid GrantGUARDIAN ANGELS FOR SOLDIERS PETGENERAL SUPPORTPCGATESVILLE, TX, US$2,000
Paid GrantWREATHS ACROSS AMERICAFOR NCA PANC ABPCCOLUMBIA FALLS, ME, US$2,000
Paid GrantKEYSTONE ADOLESCENT CENTER INCGENERAL SUPPORTPCGREENVILLE, PA, US$2,000
Paid GrantRONALD MCDONALD HOUSE CHARITIESGENERAL SUPPORTPCOAK BROOK, IL, US$2,000
Paid GrantSHELTERS HELPERS OF PITTSBURGHGENERAL SUPPORTPCMONROEVILLE, PA, US$2,000
Paid GrantSAVING HOPE ANIMAL RESCUE FUNDGENERAL SUPPORTPCFORT WORTH, TX, US$2,000
Paid GrantSOUTH HILLS PET RESCUEGENERAL SUPPORTPCSOUTH PARK, PA, US$1,500
Paid GrantGREATER PITTSBURGH COMMUNITYGENERAL SUPPORTPCDUQUESNE, PA, US$1,000
Paid GrantBROUGHTON VOLUNTEER FIRE DEPTGENERAL SUPPORTPCPITTSBURGH, PA, US$1,000
Paid GrantMEALS ON WHEELSGENERAL SUPPORTPCPITTSBURGH, PA, US$1,000
Paid GrantAMERICAN DIABETES ASSOCIATIONGENERAL SUPPORTPCPITTSBURGH, PA, US$1,000
Paid GrantCYBAGENERAL SUPPORTPCCORAOPOLIS, PA, US$1,000
Paid GrantBALDWIN EMSGENERAL SUPPORTPCPITTSBURGH, PA, US$1,000
Paid GrantGREATER BALDWIN WHITEHALLGENERAL SUPPORTPCPITTSBURGH, PA, US$1,000
Paid GrantCENTER OF HOPEGENERAL SUPPORTPCWEATHERFORD, TX, US$1,000
Paid GrantWEATHERFORD COLLEGE FOOTBALLSUPPORT OF BOOSTER CLUBPCWEATHERFORD, TX, US$500
Paid GrantHOMELESS CAT MANAGEMENT TEAMGENERAL SUPPORTPCPITTSBURGH, PA, US$500
Paid GrantTISON MIDDLE SCHOOL PTAGENERAL SUPPORTPCWEATHERFORD, TX, US$150
Filing and Contact Details

Filer

Filer Name
Herbert G Feldman Charitable Foundation
EIN
25-1832024
Phone
4125806954
Address
149 LINNVIEW AVENUE, PITTSBURGH, PA 15210-3717

Signing Officer

Name
Susan J Zmuda
Title
President
Phone
4125806954
Signed
2025-03-12
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/BookValueAmt360000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt456029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt582401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt674351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt778521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt885160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt916000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1083855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11361886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1249574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1346583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1445886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1555830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16956687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1789217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18128032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19110114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2085000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4557492485 MADISON MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5921939203 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt600170K869 AMG GW&K SC CORE-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt756167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt874256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt997717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10779562206 T ROWE PR NEW HORIZO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11024525669 AMERICAN BEACON AHL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12057071805 BAIRD INTERMEDIATE B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287705 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287879 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1609260B630 BLACKROCK HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846429B267 ISHARES U S TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1946429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2046432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2146434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22592905749 TCW METROPOLITAN WES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0673891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2107631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt359256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt478502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5103502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt698716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7123002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8136367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt940108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1076268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11368033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1255607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1347897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1448648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1558370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161328062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1789231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18137187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19112659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2084835
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0111954
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0173599
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0285553
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0285553
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0173599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046296
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0173954
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0173954
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111859
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0111954
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0688067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0173599
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0224190
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt036928
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt036928
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01192
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0199787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0269373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0285458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0285553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025833
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt095419
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01161
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302009-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372003-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412009-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522009-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542009-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602023-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632023-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652022-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732012-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782023-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792003-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802020-03-25

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,685,012
Liabilities
$0
Net assets
$3,685,012
Revenue
$285,553
Expenses
$269,373
Net income
$16,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.29$0.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.37$0.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.13$0.26$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.45$0.27$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.35$0.30$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.29$0.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.16$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.28$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.33$0.22$0.11