Angus Held Foundation

990PF • Fiscal year 2023 • EIN 26-2665824

Jan 01, 2023 to Dec 31, 2023 • Filed on May 16, 2024

Organization Profile

PO Box 517Fraser, CO 80442

(970) 722-7676

Siviq Scores

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

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

-116%

Higher net margin than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

-4.6%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

-58%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets42nd percentile

Assets

Down

$778,866

Down $37,462 (-4.6%) from 2022

Net Assets

Down

$778,865

Down $37,463 (-4.6%) from 2022

Liabilities

Up $1 from 2022

Revenue And Expenses

Liabilities / Revenue41st percentile Net Margin7th percentile

Revenue

Down

$33,729

Down $47,150 (-58%) from 2022

Expenses

$72,738

Up $14,671 (+25%) from 2022

Net Income

Down

-$39,009

Down $61,821 (-271%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2023

Assets$778,866

Liabilities$1

Net Assets$778,865

Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2023

Revenue$33,729

Expenses$72,738

Net Income-$39,009

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 16, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Simon Levett	President	-	$0	-	-
Christine Levett	Secretary/Treas	-	$0	-	-
Elliott Mitchell Levett	Trustee	-	$0	-	-
Hannah Christina Levett	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Angus Held Foundation
EIN: 26-2665824
Phone: 9707227676
Address: PO Box 517, Fraser, CO 80442

Signing Officer

Name: Simon Levett
Title: President
Signed: 2024-05-16
Discuss with paid preparer: Yes

Preparer

Firm: Rebecca Hannon Shefte CPA
Address: 24 Village Dr, Columbine Valley, CO 80123
Preparer: Rebecca Hannon Shefte
Phone: 3035240217

Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	Corporate Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	Mutual Bond Funds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	308455
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	260996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	299147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	656779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Mutual Funds
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	26383
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	650
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	2201
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	29234
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	29234
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	15846
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	60000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	60000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	4495
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	26383
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	26383
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	26383
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-39009
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	61787
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	2201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2201
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	650
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	16496
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt	0	12720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	12720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	12720
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	28584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	12738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	60000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	12738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	72738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	29234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	33729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	12738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	12738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	12738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2021-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2019-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	5	2021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	6	2010-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	7000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	3800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	14550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	4471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	21870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	9446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-2313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-1021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	-3080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	6	8031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-2313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-1021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	5	-3080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	6	8031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	4687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	2779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	13553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	4267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	18790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	6	17477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	LT Capital Gain Distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	293 Calvert Emerg Mrkts Eqty
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	174 Calvert Emerg Mrkts Eqty
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	1645 EV Glbl Macr Abs Rtrn
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	518 EV Glbl Macr Abs Rtrn
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	250 Ishares IBOXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	185 Spdr Dow Jones REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2023-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2023-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	6	2023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	650
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-39009
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	163
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1709
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	779028
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	816328
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	778865
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	50159
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	50159
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	50159
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	50388
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	229
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1049
IRS990PF/FMVAssetsEOYAmt	0	1113194
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	816328
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	778865
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	330364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	308455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	260996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	305452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	299147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	656779
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	131023
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	102435
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	126590
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	49489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	68829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	68829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	816328
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	778866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1113194
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	816328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	778866
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	816328
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	778865
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1023106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	50395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	972711
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	15347
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	50388
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1007759
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1023106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Simon Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Christine Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Elliott Mitchell Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Hannah Christina Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO Box 517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	PO Box 517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	6690 Warren Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	6553 Diamond Hitch Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Fraser
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Fraser
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	80442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	80442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	80221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	80923
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	60000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	60000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO Box 517
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Fraser
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	80442
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Simon Levett
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9707227676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Simon Levett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Soccer Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Mountain Pet Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Riders for Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	The Power of One Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	9 Waterhouse St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO Box 1841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	440 W Ontario St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	918 N Cleveland St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	80482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	60654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92867
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	60000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	50159
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	50159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	6809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	13101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	10780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	17359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	17359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	40531
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	6809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	13101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	10780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	60000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9841
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	57890
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	48049
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Simon Christine Levett
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Simon Christine Levett
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO Box 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	PO Box 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Fraser
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	Fraser
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	80442
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	80442
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	17190
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	44976
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	17190
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	44976
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	55 Shares Accenture PLC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	320 Shares Alphabet Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-10-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2023-10-12
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	85964
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	45059
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Complementary Strategies
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	Real Asset Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	66822
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	35613
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	73036
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	53554
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	160
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	3
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CB Adj/Return of Capital
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Rounding
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1709
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Partnership Distribution
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	12720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	12720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Wells Fargo Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	12720
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	18
TaxesSchedule/TaxesDetail/Amt	0	18
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	18
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Simon Levett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Angus Held Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ANGU
ReturnHeader/Filer/EIN	0	262665824
ReturnHeader/Filer/PhoneNum	0	9707227676
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 517
ReturnHeader/Filer/USAddress/CityNm	0	Fraser
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80442
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	810925878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Rebecca Hannon Shefte CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	24 Village Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Columbine Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80123
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3035240217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Rebecca Hannon Shefte
ReturnHeader/ReturnTs	0	2024-05-16T12:48:06-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Simon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Levett
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $778,866
Liabilities: $1
Net assets: $778,865
Revenue: $33,729
Expenses: $72,738
Net income: -$39,009

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.07	$0.00	$1.07	$0.36	$0.08	$0.29
2023Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.03	$0.07	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.08	$0.06	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.79	$0.00	$0.79	$0.10	$0.07	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.02	$0.07	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82	$0.21	$0.06	$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.67	$0.00	$0.67	$0.11	$0.07	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.12	$0.04	$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.55	$0.00	$0.55	$0.06	$0.06	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.13	$0.08	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.12	$0.07	$0.05
2013Detailed filing. Detailed filing data is available for this year.	$0.46	$0.00	$0.46	$0.12	$0.09	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$0.43	$0.00	$0.43		$0.04