Civic Intelligence

Colad Charitable Trust XXX-XX-XXXX

990PF • Fiscal year 2024 • EIN 27-6983865

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 25, 2025

Organization Profile
CO Ftci- One Madison Ave Ste 2000New York, NY 10010

(212) 632-3000

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.00x

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

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-124%

Higher net margin than 10% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$73,868

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Asset Growth

16th percentile

-4.8%

Faster asset growth than 16% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-74%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$7,588,659

Down $379,722 (-4.8%) from 2023

Net Assets

Down

$7,588,659

Down $379,722 (-4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin10th percentile

Revenue

Down

$294,171

Down $846,696 (-74%) from 2023

Expenses

Down

$658,124

Down $78,644 (-11%) from 2023

Net Income

Down

-$363,953

Down $768,052 (-190%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$10M$5.0M$0Assets 2016: $9,215,690Liabilities 2016: $0Net Assets 2016: $9,215,6902016Assets 2017: $9,370,549Liabilities 2017: $0Net Assets 2017: $9,370,5492017Assets 2018: $8,904,381Liabilities 2018: $0Net Assets 2018: $8,904,3812018Assets 2019: $8,586,551Liabilities 2019: $0Net Assets 2019: $8,586,5512019Assets 2020: $8,373,574Liabilities 2020: $0Net Assets 2020: $8,373,5742020Assets 2021: $7,916,408Liabilities 2021: $0Net Assets 2021: $7,916,4082021Assets 2022: $7,572,740Liabilities 2022: $0Net Assets 2022: $7,572,7402022Assets 2023: $7,968,381Liabilities 2023: $0Net Assets 2023: $7,968,3812023Assets 2024: $7,588,659Liabilities 2024: $0Net Assets 2024: $7,588,6592024

Highlighted filing

2024

Assets$7,588,659
Liabilities$0
Net Assets$7,588,659
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: -$88,107Expenses 2016: $547,996Net Income 2016: -$636,1032016Revenue 2017: $747,354Expenses 2017: $588,686Net Income 2017: $158,6682017Revenue 2018: $149,588Expenses 2018: $610,407Net Income 2018: -$460,8192018Revenue 2019: $304,152Expenses 2019: $625,102Net Income 2019: -$320,9502019Revenue 2020: $281,943Expenses 2020: $494,737Net Income 2020: -$212,7942020Revenue 2021: $208,002Expenses 2021: $664,106Net Income 2021: -$456,1042021Revenue 2022: $379,417Expenses 2022: $720,146Net Income 2022: -$340,7292022Revenue 2023: $1,140,867Expenses 2023: $736,768Net Income 2023: $404,0992023Revenue 2024: $294,171Expenses 2024: $658,124Net Income 2024: -$363,9532024

Highlighted filing

2024

Revenue$294,171
Expenses$658,124
Net Income-$363,953
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY TRUST INTL OF CALIFORNIACo-Trustee-$73,868-$73,868
JAMES M DAVISCo-Trustee-$38,070-$38,070
Filing and Contact Details

Filer

Filer Name
Colad Charitable Trust
EIN
27-6983865
Phone
2126323000
Address
CO FTCI- ONE MADISON AVE STE 2000, NEW YORK, NY 10010

Signing Officer

Name
Fiduciary Trust Intl
Title
Trustee
Phone
2126324088
Signed
2025-04-25
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0564680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0658124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0281015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0294171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0142124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt158215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt329865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4130888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt547268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt634780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-11887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-18796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt513060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt656382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt78247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-11887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-8832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt513060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt656382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt78247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4112092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt560328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt691162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 SHS AMERICAN WATER WORKS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1395 SHS AMERICAN WATER WORKS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 SHS CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3370 SHS CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41075 SHS CROWN CASTLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51310 SHS FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61000 SHS STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026272
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-363953
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018395
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02626
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07607054
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07968381
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07588659
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0758216
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0758216
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0758216
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0761174
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02958
IRS990PF/DistributableAmountGrp/TotalTaxAmt02958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt08882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014800
IRS990PF/FMVAssetsEOYAmt016110624
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07968381
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07588659
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04905
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04205
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01578683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01578683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01539006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05145514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05065996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013628599
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0555536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0542927
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0540391
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0563593
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0276763
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0277731
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07968381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07588659
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016110624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07968381
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07588659
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07968381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07588659
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0120150
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0120085
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0120692
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015455302
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0397748
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015057554
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0231830
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0761174
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015223472
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015455302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt073868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt138070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIDUCIARY TRUST INTL OF CALIFORNIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES M DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE MADISON AVE STE 2000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1715 WALNUT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PACIFIC GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,588,659
Liabilities
$0
Net assets
$7,588,659
Revenue
$294,171
Expenses
$658,124
Net income
-$363,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.29$0.66$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$1.14$0.74$0.40
2022Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.38$0.72$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.00$7.92$0.21$0.66$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.00$8.37$0.28$0.49$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.30$0.63$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$0.00$8.90$0.15$0.61$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.75$0.59$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.22$0.00$9.22$0.09$0.55$0.64