Civic Intelligence

Brian a Mccarthy Foundation Inc.

990PF • Fiscal year 2020 • EIN 26-2804661

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

Organization Profile
CO Pkf Oconnor Davies 665 5th AvNew York, NY 10022-5342

(212) 286-2600

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

2020 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2020

Net Margin

61st percentile

36%

Higher net margin than 61% of similar nonprofits.

2020 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2020 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2020

Asset Growth

61st percentile

3.1%

Faster asset growth than 61% of similar nonprofits.

2020 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

1040%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$9,530,306

Up $285,225 (+3.1%) from 2019

Net Assets

Up

$9,530,306

Up $285,225 (+3.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin61st percentile

Revenue

Up

$757,013

Up $690,592 (+1040%) from 2019

Expenses

Down

$487,754

Down $16,013 (-3.2%) from 2019

Net Income

Up

$269,259

Up $706,605 (+162%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2019: $9,245,081Liabilities 2019: $0Net Assets 2019: $9,245,0812019Assets 2020: $9,530,306Liabilities 2020: $0Net Assets 2020: $9,530,3062020Assets 2021: $9,644,182Liabilities 2021: $0Net Assets 2021: $9,644,1822021Assets 2022: $8,076,058Liabilities 2022: $0Net Assets 2022: $8,076,0582022Assets 2023: $8,388,002Liabilities 2023: $0Net Assets 2023: $8,388,0022023Assets 2024: $8,526,380Liabilities 2024: $0Net Assets 2024: $8,526,3802024

Highlighted filing

2020

Assets$9,530,306
Liabilities$0
Net Assets$9,530,306
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $66,421Expenses 2019: $503,767Net Income 2019: -$437,3462019Revenue 2020: $757,013Expenses 2020: $487,754Net Income 2020: $269,2592020Revenue 2021: $397,848Expenses 2021: $494,668Net Income 2021: -$96,8202021Revenue 2022: $14,317Expenses 2022: $514,858Net Income 2022: -$500,5412022Revenue 2023: $105,966Expenses 2023: $452,000Net Income 2023: -$346,0342023Revenue 2024: $824,525Expenses 2024: $454,299Net Income 2024: $370,2262024

Highlighted filing

2020

Revenue$757,013
Expenses$487,754
Net Income$269,259
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN A MCCARTHYDirector, PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Brian a Mccarthy Foundation Inc
EIN
26-2804661
Phone
2122862600
Address
CO PKF OCONNOR DAVIES 665 5TH AV, NEW YORK, NY 10022-5342

Signing Officer

Name
Brian a Mccarthy
Title
President
Phone
2122862600
Signed
2021-03-22
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5342
Preparer
Thomas F Blaney CPA
Phone
2122862600
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt673439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt686015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt696567
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt703920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt715014
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt894218
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt189682
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2317888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2426763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2564895
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2620132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt278720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt289323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2918723
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3112286
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3214121
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3412196
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3713839
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4510034
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt597017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt604234
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt623857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt633381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6410310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6515281
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt666930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt673439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt686015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt696567
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt703920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt715014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7210883
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt736433
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt746008
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt754767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7612511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7710250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt788134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt796856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt805192
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt817294
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt823364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt835097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt844594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt854378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt869476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8718620
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt887560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt894218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt090197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt230635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt499877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt527008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt734507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt848668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt929669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt090197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt230635
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt499877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt734507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt848668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt929669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC NEW CL B (BRK.B) 389.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COCA COLA CO (KO) 547.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENL MILLS INC (GIS) 521.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTL BUSINESS MACH (IBM) 259.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN CHASE & CO (JPM) 786.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5KELLOGG CO (K) 434.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PFIZER INC (PFE) 823.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PROCTER & GAMBLE CO (PG) 248.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8UNITED PARCEL SERVICE INC CL B (UPS) 289.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VERIZON COMMUNICATIONS INC (VZ) 505.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VIATRIS INC (VTRS) 101.000 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0294215
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0294215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0445664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1218435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2245626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3400697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4394996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5342747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6557084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7224826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8203777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10392483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11256676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12569245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13293442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14502853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15439956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16358156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17392200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMER FUNDS NEW WORLD FUND CLASS F2 (NFFFX) 5,082.264 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AQR LONG-SHORT EQUITY FUND CLASS I (QLEIX) 23,262.603 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND CLASS I (BXMIX) 23,986.911 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DOUBLELINE FLEXIBLE INCOME FUND CLASS I (DFLEX) 41,782.770 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVESCO OPPENHEIMER DEVELOPING MARKETS Y (ODVYX) 7,388.632 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVESCO OPPENHEIMER INTERNATIONAL BOND Y (OIBYX) 58,589.192 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JP MORGAN US LARGE CAP CORE PLUS FUND CL I SHARES (JLPSX) 23,202.171 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LEGG MASON WESTERN ASSET MACRO OPPORTUNITIES FUND (LAOIX) 18,972.694 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LOOMIS SAYLES SR FLOATING RATE & FIXED INCOME FUND (LSFYX) 22,870.556 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LORD ABBETT CREDIT OPPORTUNITIES FUND CLASS A (LARAX) 24,108.004 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NEUBERGER STRATEGIC INCOME INSTITUTIIONAL CLASS (NSTLX) 34,188.397 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PIONEER PIONEER FUNDAMENTAL GROWTH FD CL Y CL Y (FUNYX) 8,158.812 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRINCIPAL EQUITY INCOME FUND CLASS I (PEIIX) 16,017.026SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PRINCIPAL SPECTRUM PRE AND CAP SEC INCOME FUND INS (PPSIX) 28,026.906 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y (PSDYX) 49,787.497 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15T. ROWE PRICE GLOBAL ALLOCATION FUND CLASS NL (RPGAX) 28,774.108 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL (VWILX) 2,234.423 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD TOTAL STOCK MKT ETF (VTI) 2,015.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0445664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1218435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3400697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4394996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5342747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6557084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7224826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8203777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10392483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11256676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12569245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13293442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14502853
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0150023
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0606747
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0119
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0124
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0757013
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0757013
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010499
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010499
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0606747
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00

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Filings

Displayed year

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

Open filing
Assets
$9,530,306
Liabilities
$0
Net assets
$9,530,306
Revenue
$757,013
Expenses
$487,754
Net income
$269,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.82$0.45$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.11$0.45$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.01$0.51$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.40$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.76$0.49$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.07$0.50$0.44