Civic Intelligence

Bernard a and R Lorraine Morewitz Foundation

990PF • Fiscal year 2018 • EIN 27-0036715

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
739 Thimble Shoals Blvd Ste 105Newport News, VA 23606

(757) 595-4500

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

261%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,181,365

Up $488,675 (+18%) from 2017

Net Assets

Up

$3,181,365

Up $588,975 (+23%) from 2017

Liabilities

Down

$0

Down $100,300 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin57th percentile

Revenue

Up

$204,027

Up $147,519 (+261%) from 2017

Expenses

Up

$190,278

Up $154,458 (+431%) from 2017

Net Income

Down

$13,749

Down $6,939 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,502,701Liabilities 2011: $0Net Assets 2011: $2,502,7012011Assets 2013: $2,512,600Liabilities 2013: $0Net Assets 2013: $2,512,6002013Assets 2014: $2,476,480Liabilities 2014: $0Net Assets 2014: $2,476,4802014Assets 2015: $2,518,525Liabilities 2015: $0Net Assets 2015: $2,520,0172015Assets 2016: $2,632,273Liabilities 2016: $100,300Net Assets 2016: $2,531,9732016Assets 2017: $2,692,690Liabilities 2017: $100,300Net Assets 2017: $2,592,3902017Assets 2018: $3,181,365Liabilities 2018: $0Net Assets 2018: $3,181,3652018Assets 2019: $3,391,026Liabilities 2019: $0Net Assets 2019: $3,391,0262019Assets 2020: $2,920,757Liabilities 2020: $0Net Assets 2020: $2,920,7572020Assets 2021: $3,264,669Liabilities 2021: $0Net Assets 2021: $3,264,6692021Assets 2022: $3,286,522Liabilities 2022: $0Net Assets 2022: $3,286,5222022Assets 2023: $3,184,215Liabilities 2023: $0Net Assets 2023: $3,184,2152023Assets 2024: $3,280,543Liabilities 2024: $0Net Assets 2024: $3,280,5432024

Highlighted filing

2018

Assets$3,181,365
Liabilities$0
Net Assets$3,181,365
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $123,0022011Revenue 2013: $43,455Expenses 2013: $71,978Net Income 2013: -$28,5232013Revenue 2014: $45,200Expenses 2014: $88,037Net Income 2014: -$42,8372014Revenue 2015: $449,760Expenses 2015: $467,440Net Income 2015: -$17,6802015Revenue 2016: $69,961Expenses 2016: $82,146Net Income 2016: -$12,1852016Revenue 2017: $56,508Expenses 2017: $35,820Net Income 2017: $20,6882017Revenue 2018: $204,027Expenses 2018: $190,278Net Income 2018: $13,7492018Revenue 2019: $88,236Expenses 2019: $131,012Net Income 2019: -$42,7762019Revenue 2020: $242,498Expenses 2020: $42,716Net Income 2020: $199,7822020Revenue 2021: $198,031Expenses 2021: $154,050Net Income 2021: $43,9812021Revenue 2022: $97,289Expenses 2022: $117,525Net Income 2022: -$20,2362022Revenue 2023: $106,992Expenses 2023: $208,053Net Income 2023: -$101,0612023Revenue 2024: $128,507Expenses 2024: $97,609Net Income 2024: $30,8982024

Highlighted filing

2018

Revenue$204,027
Expenses$190,278
Net Income$13,749
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E D DAVIDPresident &-$0--
HOWARD F SMITHSecretary-$0--
IRVING B GOLDSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernard a Morewitz Charitable
EIN
27-0036715
Phone
7575954500
Address
739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606

Signing Officer

Name
E D David
Title
President & Treas
Phone
7575954500
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bean Global Advisors LLC
Address
739 THIMBLE SHOALS BLVD STE 101, NEWPORT NEWS, VA 23606-3562
Preparer
John Bean
Phone
7575898123
Raw XML Appendix383 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/Amt1900
AccountingFeesSchedule/AccountingFeesDetail/Amt24680
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BEAN GLOBAL ADVISORS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2LEGAL FEES
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS FROM THE GENERAL PUBLIC AND, THEREFORE, IS NOT SUBJECT TO THE SUPERVISION OF VIRGINIA AUTHORITIES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0468122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0468122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS - PUBLICALLY TRADED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt079378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1744427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt238587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3174900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4141195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5150711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt631719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt741067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt831867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1017503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANCHOR TIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DAVCO OF VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2QPATH NVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3THE GATHERING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LEAPFROG OF VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5OLD JAMESTOWN ASSOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6NEWPORT RICHMOND PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SANDMILL ASSOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CHAI - HARREN III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9HARBOR LANE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10TWO STEP ASSOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt079378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1744427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt238587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3174900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4141195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5150711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt631719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt741067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt831867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1017503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037321
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0175794
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd8525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0QPATH INVESTORS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1THE GATHERING GROUP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OLD JAMESTOWN APARTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3CHAI - HARREN III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4NEWPORT RICHMOND LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5DAVCO OF VA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6ANCHOR TIP INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7SANDMILL ASSOCIATES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8HK-LA JOINT VENTURE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-3363
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-816
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt215246
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt3-446
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4-1714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt5-14235
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6-3848
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt7-40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt8128
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0213115
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-9088
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0204027
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06180
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037321
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0175794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0175794
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0210114
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-9088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0190278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0213115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0204027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040278
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013749
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022796
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0170987
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03204161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03019425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03181365
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0125264
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0125264
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0125264
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0127365
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02101
IRS990PF/DistributableAmountGrp/TotalTaxAmt02101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02108
IRS990PF/FMVAssetsEOYAmt03181365
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044856
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0640681
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0640681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0476296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0468122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0468122
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0427035
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0521208
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0521208
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01520771
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01551354
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01551354
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0100300
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03019425
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03181365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0638267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03119725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03181365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03181365
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0100300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03119725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03181365
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03019425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03181365
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02586093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0491081
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01647763
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038791
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0447249
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0127365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02547302
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02586093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E D DAVID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD F SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2IRVING B GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12100 KECOUGHTAN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2741 J CLYDE MORRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT NEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT NEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT NEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0129184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0131285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0430500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt080113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt059618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.015790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.174407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.021151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02547302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02523865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02849890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02468364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02479118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02818718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0150000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253568
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0147899
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02101
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0150000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0E D DAVID
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 105
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT NEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07575954500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION MADE TO ROLEF SHOLOM TEMPLE FOR THE BUILDING FUND - RELOCATION PLEDGE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0150000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RODEF SHOLOM TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 CITY CENTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031706
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0118294
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt093558
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0118294
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0427035
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DONOR ADVISED FUNDS - UJC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0521208
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0521208
OtherDecreasesSchedule/OtherDecreasesDetail/Amt022796
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PUBLICALLY TRADED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029821
OtherIncomeSchedule2/OtherIncomeDetail/Desc0QPATH INVESTORS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THE GATHERING GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OLD JAMESTOWN APARTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3CHAI - HARREN III
OtherIncomeSchedule2/OtherIncomeDetail/Desc4NEWPORT RICHMOND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc5DAVCO OF VA
OtherIncomeSchedule2/OtherIncomeDetail/Desc6ANCHOR TIP INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc7SANDMILL ASSOCIATES
OtherIncomeSchedule2/OtherIncomeDetail/Desc8HK-LA JOINT VENTURE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3363
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-816
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt215246
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-446
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-1714
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-14235
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-3848
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-40
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023952
OtherIncreasesSchedule/OtherIncreasesDetail/Amt127035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2120000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER TEMPORARY DIFFERENCES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UJC INCREASE - 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2UJC DONATION - 2018
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0100300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO AFFILIATE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03001
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UJC DONOR ADVISED FUNDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03001
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1338
TaxesSchedule/TaxesDetail/Amt2913
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRATION FEES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07575954500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD A MOREWITZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0270036715
ReturnHeader/Filer/PhoneNum07575954500
ReturnHeader/Filer/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 105
ReturnHeader/Filer/USAddress/CityNm0NEWPORT NEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055D65FDD7807CBA6081EF9E0ECD2D735FD020F8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055D65FDD7807CBA6081EF9E0ECD2D735FD020F8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.123.244
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:22:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461455632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAN GLOBAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0236063562
ReturnHeader/PreparerPersonGrp/PhoneNum07575898123
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T09:22:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,181,365
Liabilities
$0
Net assets
$3,181,365
Revenue
$204,027
Expenses
$190,278
Net income
$13,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.11$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.10$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.20$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24$0.04$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.09$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.20$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.10$2.59$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.10$2.53$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.45$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.05$0.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.12