Civic Intelligence

Daniel and Susan Pfau Charitable Foundation

990PF • Fiscal year 2023 • EIN 31-1411794

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-9965

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

32nd percentile

-3.7%

Higher net margin than 32% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$72,501

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,946,343

Down $33,936 (-0.2%) from 2022

Net Assets

Down

$19,946,343

Down $33,936 (-0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin32nd percentile

Revenue

Up

$1,483,301

Up $620,393 (+72%) from 2022

Expenses

Up

$1,537,813

Up $19,791 (+1.3%) from 2022

Net Income

Up

-$54,512

Up $600,602 (+92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$30M$20M$10M$0Assets 2010: $12,543,014Liabilities 2010: $0Net Assets 2010: $12,543,0142010Assets 2011: $13,192,218Liabilities 2011: $0Net Assets 2011: $13,192,2182011Assets 2013: $19,070,371Liabilities 2013: $0Net Assets 2013: $19,070,3712013Assets 2015: $18,783,866Liabilities 2015: $0Net Assets 2015: $18,783,8662015Assets 2017: $19,633,908Liabilities 2017: $0Net Assets 2017: $19,633,9082017Assets 2018: $19,480,140Liabilities 2018: $0Net Assets 2018: $19,480,1402018Assets 2019: $18,872,946Liabilities 2019: $0Net Assets 2019: $18,872,9462019Assets 2020: $20,120,404Liabilities 2020: $0Net Assets 2020: $20,120,4042020Assets 2021: $20,676,152Liabilities 2021: $0Net Assets 2021: $20,676,1522021Assets 2022: $19,980,279Liabilities 2022: $0Net Assets 2022: $19,980,2792022Assets 2023: $19,946,343Liabilities 2023: $0Net Assets 2023: $19,946,3432023

Highlighted filing

2023

Assets$19,946,343
Liabilities$0
Net Assets$19,946,343
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $810,3402010Expenses 2011: $945,7732011Revenue 2013: $5,851,410Expenses 2013: $967,448Net Income 2013: $4,883,9622013Revenue 2015: $1,088,871Expenses 2015: $1,615,958Net Income 2015: -$527,0872015Revenue 2017: $2,691,246Expenses 2017: $1,611,988Net Income 2017: $1,079,2582017Revenue 2018: $1,419,912Expenses 2018: $1,573,680Net Income 2018: -$153,7682018Revenue 2019: $849,329Expenses 2019: $1,456,560Net Income 2019: -$607,2312019Revenue 2020: $2,768,525Expenses 2020: $1,495,931Net Income 2020: $1,272,5942020Revenue 2021: $2,213,719Expenses 2021: $1,615,380Net Income 2021: $598,3392021Revenue 2022: $862,908Expenses 2022: $1,518,022Net Income 2022: -$655,1142022Revenue 2023: $1,483,301Expenses 2023: $1,537,813Net Income 2023: -$54,5122023

Highlighted filing

2023

Revenue$1,483,301
Expenses$1,537,813
Net Income-$54,512
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$72,501-$72,501
Filing and Contact Details

Filer

Filer Name
Pfau Charitable Foundation
EIN
31-1411794
Phone
4127629965
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127629965
Signed
2024-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1600171A852 AMG RR SM CAP VAL-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1700770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1809250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464287226 ISHARES CORE US AGGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2146432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2272201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2394987W513 ALLSPRING SPECIAL MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2431428Q739 FEDERATED TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2546429B267 ISHARES U S TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2646429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2846434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2974440B884 PRUDENTIAL TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0474494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1697238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2302884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3416216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4434414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5336155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6574370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7482186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8969074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9434650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10935427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111234305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124723594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13230423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14289466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15314175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16230538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17742621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181571326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19519183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20361468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21666621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22960515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23701256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt246916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25884275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26775774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0690176
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0793125
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01483301
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01483301
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0793125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058001
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt072501
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01357000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01357000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0685189
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0690176
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-54512
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09667484
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0793125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01412348
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt073219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt073225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07959
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01449948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt065966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01537813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01478314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01483301
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt092948
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt065966
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0180813
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0604
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82006-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292004-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432021-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-01-02

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,946,343
Liabilities
$0
Net assets
$19,946,343
Revenue
$1,483,301
Expenses
$1,537,813
Net income
-$54,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.48$1.54$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$0.86$1.52$0.66
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.21$1.62$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.00$20.1$2.77$1.50$1.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.85$1.46$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$1.42$1.57$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$2.69$1.61$1.08
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.09$1.62$0.53
2013Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$5.85$0.97$4.88
2011Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.95
2010Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.81