Civic Intelligence

Velaj Foundation Inc.

990PF • Fiscal year 2021 • EIN 26-1102664

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 23, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$92,400

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

5.9%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

245%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,419,070

Up $244,651 (+5.9%) from 2020

Net Assets

Up

$4,419,070

Up $244,651 (+5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$649,768

Up $461,526 (+245%) from 2020

Expenses

Up

$405,117

Up $38,924 (+11%) from 2020

Net Income

Up

$244,651

Up $422,602 (+237%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$4,419,070
Liabilities$0
Net Assets$4,419,070
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$649,768
Expenses$405,117
Net Income$244,651
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay74th 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
2022-03-23
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Joseph L Ali CPA
Phone
9143818900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61REGENERON PHARMACEUTICALS (REGN) 8.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ROBERT HALF INTL INC (RHI) 59.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROCHE HOLDINGS LTD-SPONS ADR (RHHBY) 247.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STELLANTIS NV (STLA) 339.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TAKE-TWO INTERACTIVE SOFTWRE (TTWO) 39.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TJX COMPANIES INC (TJX) 74.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67T-MOBILE US INC (TMUS) 67.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNITEDHEALTH GROUP INC (UNH) 54.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VERTEX PHARMACEUTICALS INC (VRTX) 36.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VISA INC-CLASS A (V) 98.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WALMART INC (WMT) 92.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO & CO (WFC) 285.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WESTERN DIGITAL CORP (WDC) 109.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ZIMMER BIOMET HOLDINGS INC (ZBH) 43.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ZOETIS INC (ZTS) 40.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0293517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt237008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4225026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5242992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6479973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7121931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt824885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9267579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10233536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11730719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12616077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13533336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB BOND INFLATION STRATEGY CLASS 1 (ABNOX) 26,397.657 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB DISCOVERY GRWTH FUND-ADV (CHCYX) 3,131.456 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB DISCOVERY VALUE FUND-ADV (ABYSX) 1,894.935 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB EMERGING MARKETS PORT (SNEMX) 1,487.837 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB GLOBAL BOND FUND-ADV (ANAYX) 27,081.760 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB INTERNATIONAL STRATEGIC EQUITIES PORT - ADV (SIMTX) 23,991.502 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AB MULTI- MANAGER ALTERNATIVE FUND (AB15670) 46,198.525 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AB SELECT US EQUITY PORT-ADV (AUUYX) 7,281.637 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AB SMALL CAP CORE PORTFOLIO ADV CL (SCRYX) 2,232.656 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AB SUSTAINABLE GLOBAL THEMEMATIC FUND CL ADV (ATEYX) 1,497.159 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ALLIANCEBERNSTEIN ALL MARKET R CLASS 1 (AMTOX) 24,023.063 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 53,561.527 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OVERLAY A PORTFOLIO CLASS 2 (SAOTX) 53,538.071 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OVERLAY B PORTFOLIO CLASS 2 (SBOTX) 50,159.072 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0309645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt344858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4223966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5318127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6542371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7145484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt834137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9287140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10231102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11713975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12808426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13528678
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0179542
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0469986
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0232
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0649768
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0649768
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0469986
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt098940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0232250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0232250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179542
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179542
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0244651
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01077303
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0785
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0785
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0469986
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0615752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015500
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0881
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05875
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0370053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0405117
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0649768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0649768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0137803
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0172867
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt012185
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt012185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0607317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0294078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1175908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0294078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1175908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0901395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1175908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0469986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0244651
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04419070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04174419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04419070
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0239777
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0239777
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0239777
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0248336
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08559
IRS990PF/DistributableAmountGrp/TotalTaxAmt08559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02200
IRS990PF/FMVAssetsEOYAmt05121517
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05064
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0568488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0502423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0807784
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04174419
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04419070
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03572366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03886630
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04283716
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024309
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04174419

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,419,070
Liabilities
$0
Net assets
$4,419,070
Revenue
$649,768
Expenses
$405,117
Net income
$244,651
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