Civic Intelligence

Velaj Foundation Inc.

990PF • Fiscal year 2022 • EIN 26-1102664

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 21, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

8th percentile

-110%

Higher net margin than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$92,400

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 48.7% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-4.7%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-71%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,210,615

Down $208,455 (-4.7%) from 2021

Net Assets

Down

$4,210,615

Down $208,455 (-4.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$189,693

Down $460,075 (-71%) from 2021

Expenses

Down

$398,148

Down $6,969 (-1.7%) from 2021

Net Income

Down

-$208,455

Down $453,106 (-185%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$4,210,615
Liabilities$0
Net Assets$4,210,615
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$189,693
Expenses$398,148
Net Income-$208,455
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 21, 2023
Return Version
2022v5.0
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
2023-03-21
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Joseph L Ali CPA
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VISA INC-CLASS A (V) 107.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WALMART INC (WMT) 82.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WALT DISNEY CO/THE (DIS) 68.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & CO (WFC) 315.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WESTERN DIGITAL CORP (WDC) 100.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WILLIS TOWERS WATSON PLC (WTW) 28.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ZIMMER BIOMET HOLDINGS INC (ZBH) 43.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ZOETIS INC (ZTS) 46.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0262826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4208813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5233333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6503067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7107987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt823696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9268034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10188852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11659893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12624801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13504192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB BOND INFLATION STRATEGY CLASS 1 (ABNOX) 23,677.150 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB DISCOVERY GRWTH FUND-ADV (CHCYX) 2,755.863 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB DISCOVERY VALUE FUND-ADV (ABYSX) 1,771.260 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB EMERGING MARKETS PORT (SNEMX) 1,459.588 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB GLOBAL BOND FUND-ADV (ANAYX) 25,307.511 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB INTERNATIONAL STRATEGIC EQUITIES PORT - ADV (SIMTX) 22,795.217 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AB MULTI- MANAGER ALTERNATIVE FUND (AB15670) 48,165.701 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AB SELECT US EQUITY PORT-ADV (AUUYX) 6,308.865 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AB SMALL CAP CORE PORTFOLIO ADV CL (SCRYX) 2,150.335 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AB SUSTAINABLE GLOBAL THEMEMATIC FUND CL ADV (ATEYX) 1,506.536 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ALLIANCEBERNSTEIN ALL MARKET R CLASS 1 (AMTOX) 19,991.120 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 48,468.170 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OVERLAY A PORTFOLIO CLASS 2 (SAOTX) 54,147.679 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OVERLAY B PORTFOLIO CLASS 2 (SBOTX) 47,433.517 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0238902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt334154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4170066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5239350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6532231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7102456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt824643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9205552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10169526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11545752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12609704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13405558
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/ExclusionAmt0124208
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065199
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0256
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0189693
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0189693
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt065199
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt098940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0205400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0205400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-208455
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0488293
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065199
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0157614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013260
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt06651
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01174
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07825
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0357509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0398148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0189693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0189693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0152109
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0192748
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt027001
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt027001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0423094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt049086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0472180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt065199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-208455
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04210615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04419070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04210615
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0213081
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0213081
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0213081
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0215272
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02191
IRS990PF/DistributableAmountGrp/TotalTaxAmt02191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02201
IRS990PF/FMVAssetsEOYAmt03961321
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016036
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0502423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0480029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0584489
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04419070
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04210615
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03886630
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03693797
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03340043
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020753
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04419070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04210615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03961321
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04419070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04210615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04419070

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,210,615
Liabilities
$0
Net assets
$4,210,615
Revenue
$189,693
Expenses
$398,148
Net income
-$208,455
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