Civic Intelligence

Daniel and Susan Pfau Charitable Foundation

990PF • Fiscal year 2024 • EIN 31-1411794

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

Organization Profile
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$79,262

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

191%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$22,576,073

Up $2,595,794 (+13%) from 2022

Net Assets

Up

$22,576,073

Up $2,595,794 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Up

$4,313,448

Up $3,450,540 (+400%) from 2022

Expenses

Up

$1,680,090

Up $162,068 (+11%) from 2022

Net Income

Up

$2,633,358

Up $3,288,472 (+502%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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 2024: $22,576,073Liabilities 2024: $0Net Assets 2024: $22,576,0732024

Highlighted filing

2024

Assets$22,576,073
Liabilities$0
Net Assets$22,576,073
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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 2024: $4,313,448Expenses 2024: $1,680,090Net Income 2024: $2,633,3582024

Highlighted filing

2024

Revenue$4,313,448
Expenses$1,680,090
Net Income$2,633,358
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$79,262-$79,262
Filing and Contact Details

Filer

Filer Name
Pfau Charitable Foundation
EIN
31-1411794
Phone
4127629965
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127629965
Signed
2025-04-24
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/CategoryOrItemTxt2446432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2546434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2674440B884 PRUDENTIAL TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27411512460 HARBOR MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29464288877 ISHARES MSCI EAFE VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30589619824 MERIDIAN SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3174440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0575307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1460995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2336434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3515440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4569931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5385653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6755443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7507966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81166444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91512302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104306671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11285609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12421750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13452659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14280669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15484706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161645265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17277536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18969898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191144933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20798154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211077042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22605848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23774755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24533725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25389664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26223027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0759496
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03553952
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04313448
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04313448
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03553952
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt031705
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt047557
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt079262
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01462000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01462000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0757503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0759496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02633358
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09372848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03553952
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04254383
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt074896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt074903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09508
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01568601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01680090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04311455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04313448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0106601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0218090
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272006-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522004-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-03-07

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,576,073
Liabilities
$0
Net assets
$22,576,073
Revenue
$4,313,448
Expenses
$1,680,090
Net income
$2,633,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$4.31$1.68$2.63
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