Civic Intelligence

Velaj Foundation Inc.

990PF • Fiscal year 2020 • EIN 26-1102664

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 22, 2021

Organization Profile
PO Box 110306Stamford, CT 06911-0306

(203) 912-3731

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-95%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$92,400

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 49.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-4.9%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,174,419

Down $177,951 (-4.1%) from 2019

Net Assets

Down

$4,174,419

Down $177,951 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$188,242

Down $9,601 (-4.9%) from 2019

Expenses

Up

$366,193

Up $1,705 (+0.5%) from 2019

Net Income

Down

-$177,951

Down $11,306 (-6.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $5,289,277Liabilities 2013: $2,145Net Assets 2013: $5,287,1322013Assets 2014: $5,185,147Liabilities 2014: $2,145Net Assets 2014: $5,183,0022014Assets 2015: $4,997,027Liabilities 2015: $2,145Net Assets 2015: $4,994,8822015Assets 2016: $4,760,267Liabilities 2016: $2,145Net Assets 2016: $4,758,1222016Assets 2017: $4,637,705Liabilities 2017: $0Net Assets 2017: $4,637,7052017Assets 2018: $4,519,015Liabilities 2018: $0Net Assets 2018: $4,519,0152018Assets 2019: $4,352,370Liabilities 2019: $0Net Assets 2019: $4,352,3702019Assets 2020: $4,174,419Liabilities 2020: $0Net Assets 2020: $4,174,4192020Assets 2021: $4,419,070Liabilities 2021: $0Net Assets 2021: $4,419,0702021Assets 2022: $4,210,615Liabilities 2022: $0Net Assets 2022: $4,210,6152022Assets 2023: $3,939,292Liabilities 2023: $0Net Assets 2023: $3,939,2922023Assets 2024: $4,003,133Liabilities 2024: $0Net Assets 2024: $4,003,1332024

Highlighted filing

2020

Assets$4,174,419
Liabilities$0
Net Assets$4,174,419
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.0M$500K$0-$500KRevenue 2013: $404,305Expenses 2013: $534,361Net Income 2013: -$130,0562013Revenue 2014: $351,926Expenses 2014: $456,060Net Income 2014: -$104,1342014Revenue 2015: $291,663Expenses 2015: $479,784Net Income 2015: -$188,1212015Revenue 2016: $157,320Expenses 2016: $394,080Net Income 2016: -$236,7602016Revenue 2017: $278,841Expenses 2017: $399,258Net Income 2017: -$120,4172017Revenue 2018: $313,568Expenses 2018: $432,258Net Income 2018: -$118,6902018Revenue 2019: $197,843Expenses 2019: $364,488Net Income 2019: -$166,6452019Revenue 2020: $188,242Expenses 2020: $366,193Net Income 2020: -$177,9512020Revenue 2021: $649,768Expenses 2021: $405,117Net Income 2021: $244,6512021Revenue 2022: $189,693Expenses 2022: $398,148Net Income 2022: -$208,4552022Revenue 2023: $128,797Expenses 2023: $400,120Net Income 2023: -$271,3232023Revenue 2024: $441,230Expenses 2024: $377,389Net Income 2024: $63,8412024

Highlighted filing

2020

Revenue$188,242
Expenses$366,193
Net Income-$177,951
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER VELAJDirector, PresidentFT$92,400-$92,400
PATRICIA WELLS VELAJDirector, VP, Treasurer, Secretary-$14,000-$14,000
NICOLE R VELAJDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Velaj Foundation
EIN
26-1102664
Phone
2039123731
Address
PO BOX 110306, STAMFORD, CT 06911-0306

Signing Officer

Name
Alexander Velaj
Title
President
Phone
2039123731
Signed
2021-03-22
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5342
Preparer
Joseph L Ali CPA
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0278092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt372613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4193098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5306621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6448687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7145330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt831914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9248460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10651228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11622781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12487496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB BOND INFLATION STRATEGY CLASS 1 (ABNOX) 25,076.485 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB DISCOVERY GRWTH FUND-ADV (CHCYX) 3,625.202 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB DISCOVERY VALUE FUND-ADV (ABYSX) 2,349.912 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB EMERGING MARKETS PORT (SNEMX) 2,842.936 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB GLOBAL BOND FUND-ADV (ANAYX) 23,334.116 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB INTERNATIONAL STRATEGIC EQUITIES PORT - ADV (SIMTX) 31,773.557 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AB MULTI- MANAGER ALTERNATIVE FUND (AB15670) 43,542.715 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AB SELECT US EQUITY PORT-ADV (AUUYX) 9,463.698 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AB SMALL CAP CORE PORTFOLIO ADV CL (SCRYX) 2,893.756 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ALLIANCEBERNSTEIN ALL MARKET R CLASS 1 (AMTOX) 25,201.616 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 47,713.291 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OVERLAY A PORTFOLIO CLASS 2 (SAOTX) 56,349.998 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OVERLAY B PORTFOLIO CLASS 2 (SBOTX) 45,850.703 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0290135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4202773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5404795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6512933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7180189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt838024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9211694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10660352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11804114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12523615
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt080679
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0107185
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt064
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188242
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188242
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0107185
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt098940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0199500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0199500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt080679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt080679
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-177951
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0611236
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0107185
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0156004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013049
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08699
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01535
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt010234
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0329458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0366193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0188242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0129958
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0166693
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05352
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0504051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt079618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0583669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0107185
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-177951
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04174419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04352370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04174419
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0222440
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0222440
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0222440
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0224608
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02168
IRS990PF/DistributableAmountGrp/TotalTaxAmt02168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03320
IRS990PF/FMVAssetsEOYAmt04900850
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04700
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05064
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0624611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0568488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0840816
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04352370
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04174419
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03698323
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03572366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04026469
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04352370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04174419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04900850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04352370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04174419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04352370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04174419
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04560567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04527342
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068409
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0224608
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04492158
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04560567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,174,419
Liabilities
$0
Net assets
$4,174,419
Revenue
$188,242
Expenses
$366,193
Net income
-$177,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.44$0.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.13$0.40$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.19$0.40$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.65$0.41$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.19$0.37$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.20$0.36$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.31$0.43$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.28$0.40$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.16$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$4.99$0.29$0.48$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.18$0.35$0.46$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.40$0.53$0.13