Civic Intelligence

Rise8 Foundation

990PF • Fiscal year 2019 • EIN 26-6476207

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
Ep1 11350 Mccormick Rd No 702Hunt Valley, MD 21031

(212) 218-1691

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

61st percentile

7.5%

Faster asset growth than 61% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2017 to 2019

Revenue Growth

8th percentile

-31%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$121,914,018

Up $16,420,969 (+16%) from 2017

Net Assets

Up

$121,914,018

Up $16,420,969 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin98th percentile

Revenue

Down

$29,913,228

Down $32,752,538 (-52%) from 2017

Expenses

Up

$2,201,632

Up $526,160 (+31%) from 2017

Net Income

Down

$27,711,596

Down $33,278,698 (-55%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600M$400M$200M$0Assets 2010: $61,057Liabilities 2010: $0Net Assets 2010: $61,0572010Assets 2012: $17,918,442Liabilities 2012: $0Net Assets 2012: $17,918,4422012Assets 2013: $18,158,386Liabilities 2013: $0Net Assets 2013: $18,158,3862013Assets 2017: $105,493,049Liabilities 2017: $0Net Assets 2017: $105,493,0492017Assets 2019: $121,914,018Liabilities 2019: $0Net Assets 2019: $121,914,0182019Assets 2020: $259,766,181Liabilities 2020: $0Net Assets 2020: $259,766,1812020Assets 2021: $406,059,387Liabilities 2021: $900,000Net Assets 2021: $405,159,3872021Assets 2022: $302,140,201Liabilities 2022: $18,121Net Assets 2022: $302,122,0802022Assets 2023: $301,043,492Liabilities 2023: $3,875Net Assets 2023: $301,039,6172023Assets 2024: $342,478,446Liabilities 2024: $8,000,000Net Assets 2024: $334,478,4462024

Highlighted filing

2019

Assets$121,914,018
Liabilities$0
Net Assets$121,914,018
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$200M$100M$0-$100M-$200MExpenses 2010: $2,8672010Expenses 2012: $1,027,8912012Revenue 2013: $2,233,175Expenses 2013: $1,993,231Net Income 2013: $239,9442013Revenue 2017: $62,665,766Expenses 2017: $1,675,472Net Income 2017: $60,990,2942017Revenue 2019: $29,913,228Expenses 2019: $2,201,632Net Income 2019: $27,711,5962019Revenue 2020: $150,051,594Expenses 2020: $12,199,431Net Income 2020: $137,852,1632020Revenue 2021: $147,210,876Expenses 2021: $1,817,670Net Income 2021: $145,393,2062021Revenue 2022: -$96,138,212Expenses 2022: $6,899,095Net Income 2022: -$103,037,3072022Revenue 2023: $18,586,029Expenses 2023: $19,668,492Net Income 2023: -$1,082,4632023Revenue 2024: $49,443,141Expenses 2024: $16,004,312Net Income 2024: $33,438,8292024

Highlighted filing

2019

Revenue$29,913,228
Expenses$2,201,632
Net Income$27,711,596
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FEROZ DEWANTrustee-$0--
ERICA DEWANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rise8 Foundation
EIN
26-6476207
Phone
2122181691
Address
EP1 11350 MCCORMICK RD NO 702, HUNT VALLEY, MD 21031

Signing Officer

Name
Feroz Dewan
Title
Trustee
Phone
2122181691
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Acadia Family Office LLC
Address
EXEC PLZ 1 11350 MCCORMICK RD STE, 702, HUNT VALLEY, MD 21031
Preparer
Joshua N Morgenstern CPA
Phone
4105952266
Raw XML AppendixShowing 400 of 516 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL TRANSACTIONS THROUGH BROKERAGE
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt094202422
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IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt094180063
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05551036
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0111020722
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112711393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt084000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0NICHOLAS EHRMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0EP1 11350 MCCORMICK RD STE 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0HUNT VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd021031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FEROZ DEWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERICA DEWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0EP1 11350 MCCORMICK RD STE 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1EP1 11350 MCCORMICK RD STE 702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HUNT VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNT VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08958262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09153409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03312482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01631744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03286251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02239838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02780767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.080690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.030900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.087370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.105395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.142660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0195147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0111020722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt089220100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt052807815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt037612833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt021251857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt019492314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01549592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.403452
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01549592
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01549592
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01549592
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ACADIA FAMILY OFFICE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0EP1 11350 MCCORMICK RD STE 702
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HUNT VALLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04105952266
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FEROZ DEWAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ERICA DEWAN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0750000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0630 WEST 168TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd010032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01547500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EP1 11350 MCCORMICK RD STE 702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUNT VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021031
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0750000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01547500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01549592
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05158841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03609249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01736585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01206912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01785157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03609249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01119405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01119405
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01549592
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01119405
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04728654
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,914,018
Liabilities
$0
Net assets
$121,914,018
Revenue
$29,913,228
Expenses
$2,201,632
Net income
$27,711,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$342$8.00$334$49.4$16.0$33.4
2023Detailed filing. Detailed filing data is available for this year.$301$0.00$301$18.6$19.7$1.08
2022Detailed filing. Detailed filing data is available for this year.$302$0.02$302$96.1$6.90$103
2021Detailed filing. Detailed filing data is available for this year.$406$0.90$405$147$1.82$145
2020Detailed filing. Detailed filing data is available for this year.$260$0.00$260$150$12.2$138
2019Detailed filing. Detailed filing data is available for this year.$122$0.00$122$29.9$2.20$27.7
2017Detailed filing. Detailed filing data is available for this year.$105$0.00$105$62.7$1.68$61.0
2013Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$2.23$1.99$0.24
2012Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.03
2010Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00