Civic Intelligence

Velaj Foundation Inc.

990PF • Fiscal year 2024 • EIN 26-1102664

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 20, 2025

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

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

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

71st percentile

$92,400

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

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

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

94th percentile

243%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,003,133

Up $63,841 (+1.6%) from 2023

Net Assets

Up

$4,003,133

Up $63,841 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin64th percentile

Revenue

Up

$441,230

Up $312,433 (+243%) from 2023

Expenses

Down

$377,389

Down $22,731 (-5.7%) from 2023

Net Income

Up

$63,841

Up $335,164 (+124%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2024

Assets$4,003,133
Liabilities$0
Net Assets$4,003,133
Open 2024 Filing

Operations Trend

Revenue Growth94th 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

2024

Revenue$441,230
Expenses$377,389
Net Income$63,841
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER VELAJDirector, PresidentFT$92,400-$92,400
PATRICIA WELLS VELAJDirector, VP, Treasurer, Secretary-$14,000-$14,000
GRACE C VELAJDirector, Program Officer-$4,000-$4,000
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
2025-03-20
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt230003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3328753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4217736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5378855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt691815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt721133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8236641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt934648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10802934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11714895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12495969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB ALL MARKET REAL RETURN PORTFOLIO CL 1 (AMTYX) 19,950.096 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AB DISCOVERY GRWTH FUND-ADV (CHCYX) 1,979.428 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB DISCOVERY VALUE FUND-ADV (ABYSX) 1,548.826 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AB GLOBAL BOND FUND-ADV (ANAYX) 43,969.736 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AB INTERNATIONAL STRATEGIC EQI PORTFOLIO ADV (SIMTX) 19,903.611 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB MULTI- MANAGER ALTERNATIVE FUND (AB15670) 35,659.059 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AB SELECT US EQUITY PORT-ADV (AUUYX) 5,132.937 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AB SMALL CAP CORE PORTFOLIO ADV CL (SCRYX) 1,895.903 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AB SUSTAINABLE GLOBAL THEMEMATIC FUND CL ADV (ATEYX) 1,342.060 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BERNSTEIN EMERGING MARKETS PORTFOLIO (SNEMX) 1,316.990 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 62,275.459 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OVERLAY A PORTFOLIO CLASS 2 (SAOTX) 62,672.156 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OVERLAY B PORTFOLIO CLASS 2 (SBOTX) 47,261.997 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0174364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3302072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4252975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5405140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6112565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt722732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8210489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt935559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10690635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11635496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12427721
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/DividendsAndInterestFromSecDtl/ExclusionAmt0116823
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0323748
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0508
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0151
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0441230
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0441230
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011016
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011016
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0323748
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt093840
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0110400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0202200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0202200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0116823
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0116823
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt063841
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0678567
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02699
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02699
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0323748
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0403488
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019922
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt06242
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01102
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07344
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0336747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0377389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0441230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0441230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0134547
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037742
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0175189
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010338
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0354819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0126848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1196900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0126848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1196900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0481667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1196900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0323748
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063841
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04003133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03939292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04003133
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0193347
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0193347
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0193347
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0198955
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05608
IRS990PF/DistributableAmountGrp/TotalTaxAmt05608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt04011798
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011732
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04573
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0437006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0414599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0656924
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03939292
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04003133
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03479405
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03563160
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03329500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011149
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020801
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03939292
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04003133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04011798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03939292
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04003133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03939292
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04003133
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04039700
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04005197
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060596
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0198955
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03979104
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04039700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

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Filings

Displayed year

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

Open filing
Assets
$4,003,133
Liabilities
$0
Net assets
$4,003,133
Revenue
$441,230
Expenses
$377,389
Net income
$63,841
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