Civic Intelligence

Robert C Hoffman Charitable Tr 27 28 001 1093852

990PF • Fiscal year 2024 • EIN 25-6658643

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 26, 2024

Organization Profile
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 762-7070

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$76,066

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.4%

Faster asset growth than 40% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,594,340

Up $102,620 (+1.4%) from 2023

Net Assets

Up

$7,594,340

Up $102,620 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin68th percentile

Revenue

Down

$572,075

Down $207,453 (-27%) from 2023

Expenses

Down

$467,007

Down $60,717 (-12%) from 2023

Net Income

Down

$105,068

Down $146,736 (-58%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2018: $6,755,766Liabilities 2018: $0Net Assets 2018: $6,755,7662018Assets 2019: $6,742,447Liabilities 2019: $0Net Assets 2019: $6,742,4472019Assets 2020: $6,968,216Liabilities 2020: $0Net Assets 2020: $6,968,2162020Assets 2021: $7,285,516Liabilities 2021: $0Net Assets 2021: $7,285,5162021Assets 2022: $7,230,053Liabilities 2022: $0Net Assets 2022: $7,230,0532022Assets 2023: $7,491,720Liabilities 2023: $0Net Assets 2023: $7,491,7202023Assets 2024: $7,594,340Liabilities 2024: $0Net Assets 2024: $7,594,3402024Assets 2025: $8,061,645Liabilities 2025: $0Net Assets 2025: $8,061,6452025

Highlighted filing

2024

Assets$7,594,340
Liabilities$0
Net Assets$7,594,340
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,106,278Expenses 2018: $278,867Net Income 2018: $827,4112018Revenue 2019: $483,735Expenses 2019: $497,054Net Income 2019: -$13,3192019Revenue 2020: $704,507Expenses 2020: $479,959Net Income 2020: $224,5482020Revenue 2021: $820,827Expenses 2021: $496,754Net Income 2021: $324,0732021Revenue 2022: $489,944Expenses 2022: $557,759Net Income 2022: -$67,8152022Revenue 2023: $779,528Expenses 2023: $527,724Net Income 2023: $251,8042023Revenue 2024: $572,075Expenses 2024: $467,007Net Income 2024: $105,0682024Revenue 2025: $934,831Expenses 2025: $472,534Net Income 2025: $462,2972025

Highlighted filing

2024

Revenue$572,075
Expenses$467,007
Net Income$105,068
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC Bank N ATrusteePT$76,066-$76,066
Brad HollabaughAdvisory Committee-$0--
Kristine WitherowAdvisory Committee-$0--
Harry EastmanAdvisory Committee-$0--
Steven RasmussenAdvisory Committee-$0--
Daniel Madio IIAdvisory Committee-$0--
Filing and Contact Details

Filer

Filer Name
Robert C Hoffman Tw Charitable
EIN
25-6658643
Phone
4127627070
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127627070
Signed
2024-11-26
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84253393102 DICK'S SPORTING GOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8535137L105 FOX CORP - CLASS A -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8742809H107 HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88436440101 HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91682189105 ON SEMICONDUCTOR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94872540109 TJX COMPANIES INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9594106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96G46188101 HORIZON THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100127387108 CADENCE DESIGN SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102693718108 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10374340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10490384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10512572Q105 CME GROUP INC A DERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106147528103 CASEYS GENERAL STORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10722788C105 CROWDSTRIKE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10829261A100 ENCOMPASS HEALTH COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11267066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114V7780T103 ROYAL CARIBBEAN CRUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0296052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1438814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2161662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3292639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41046110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5197941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6517955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7126959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8217000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9180000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11383026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12280000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13155000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14174344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15164572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16228527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1798309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18155000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19155000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20160000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21255541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22170000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23170000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24160000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25447824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26155000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0024525669 AMERICAN BEACON AHL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103463K406 ANGEL OAK MULTI-STRA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4256206103 DODGE & COX INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt627830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1197717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1277958B402 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1389154M702 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1400769G535 LSV SMALL CAP FUND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1604314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1709252M883 BLACKROCK TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18258620533 DOUBLELINE FLEXIBLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20413838566 OAKMARK INTL SM CAP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21464287440 ISHARES BARCLAYS 7-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2246432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2346434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24476313408 JENSEN QUALITY GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25557492485 MADISON MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2656167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2789155T490 TOUCHSTONE MID CAP-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2889609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2990386H404 LYRICAL US VALUE EQU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3000171A852 AMG RR SM CAP VAL-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31057071813 BAIRD MIDCAP INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3225434V807 DIMENSIONAL INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33360873137 GOTHAM ABSOLUTE RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3438147X325 GLDMN SCHS ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35411512460 HARBOR MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3646429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37589619824 MERIDIAN SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0290238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1415907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2171314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3528541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41147586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5178488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6745344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7123440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8221373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9225740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10259047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11402550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12292497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13168721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14214066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15160341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16253022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17134894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18218017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19166007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20164913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21258808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22172205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23170171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24173196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25544087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26162800
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0222414
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0349585
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECTION 897 CAPITA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt076
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0572075
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0572075
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0349585
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030426
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045640
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt076066

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Filings

Displayed year

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

Open filing
Assets
$7,594,340
Liabilities
$0
Net assets
$7,594,340
Revenue
$572,075
Expenses
$467,007
Net income
$105,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.93$0.47$0.46
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.57$0.47$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.78$0.53$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.49$0.56$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.82$0.50$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.70$0.48$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.48$0.50$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$1.11$0.28$0.83