Civic Intelligence

Ruth J and Robert a Conway Foundation Inc.

990PF • Fiscal year 2023 • EIN 31-1575184

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

Refreshing map…

2948 Alpine TerraceCincinnati, OH 45208

(513) 236-4041

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

2nd percentile

-376%

Higher net margin than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

2nd percentile

-35%

Faster asset growth than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,304,491

Down $4,901,091 (-35%) from 2022

Net Assets

Down

$9,304,491

Down $4,901,091 (-35%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Up

$2,080,259

Up $695,338 (+50%) from 2022

Expenses

Up

$9,893,589

Up $9,044,094 (+1065%) from 2022

Net Income

Down

-$7,813,330

Down $8,348,756 (-1559%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$15M$10M$5.0M$0Assets 2013: $13,002,383Liabilities 2013: $0Net Assets 2013: $13,002,3832013Assets 2014: $13,388,078Liabilities 2014: $0Net Assets 2014: $13,388,0782014Assets 2016: $13,736,516Liabilities 2016: $0Net Assets 2016: $13,736,5162016Assets 2017: $12,761,113Liabilities 2017: $0Net Assets 2017: $12,761,1132017Assets 2018: $12,799,285Liabilities 2018: $0Net Assets 2018: $12,799,2852018Assets 2019: $12,764,227Liabilities 2019: $0Net Assets 2019: $12,764,2272019Assets 2020: $13,572,123Liabilities 2020: $0Net Assets 2020: $13,572,1232020Assets 2021: $14,021,969Liabilities 2021: $0Net Assets 2021: $14,021,9692021Assets 2022: $14,205,582Liabilities 2022: $0Net Assets 2022: $14,205,5822022Assets 2023: $9,304,491Liabilities 2023: $0Net Assets 2023: $9,304,4912023Assets 2024: $9,953,882Liabilities 2024: $0Net Assets 2024: $9,953,8822024

Highlighted filing

2023

Assets$9,304,491
Liabilities$0
Net Assets$9,304,491
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2013: $827,422Expenses 2013: $1,615,978Net Income 2013: -$788,5562013Revenue 2014: $1,819,414Expenses 2014: $1,374,758Net Income 2014: $444,6562014Revenue 2016: $950,678Expenses 2016: $1,122,740Net Income 2016: -$172,0622016Revenue 2017: $418,532Expenses 2017: $1,361,049Net Income 2017: -$942,5172017Revenue 2018: $820,723Expenses 2018: $793,994Net Income 2018: $26,7292018Revenue 2019: $988,834Expenses 2019: $1,058,503Net Income 2019: -$69,6692019Revenue 2020: $1,228,910Expenses 2020: $418,782Net Income 2020: $810,1282020Revenue 2021: $969,281Expenses 2021: $538,430Net Income 2021: $430,8512021Revenue 2022: $1,384,921Expenses 2022: $849,495Net Income 2022: $535,4262022Revenue 2023: $2,080,259Expenses 2023: $9,893,589Net Income 2023: -$7,813,3302023Revenue 2024: $1,018,838Expenses 2024: $337,305Net Income 2024: $681,5332024

Highlighted filing

2023

Revenue$2,080,259
Expenses$9,893,589
Net Income-$7,813,330
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CONWAYTrusteePT$0--
JUDY WIMBERGTrusteePT$0--
ROBERT CONWAY JRSecretaryPT$0--
MARY LOIS CONWAY DRATHPresidentPT$0--
MARY RUTH SMYJUNASTreasurerPT$0--
SISTER CARREN HERRINGTrusteePT$0--
SEAN CONWAYTrusteePT$0--
JOSEPH A CONWAYTrusteePT$0--
SHEILA CONWAYTrusteePT$0--
KATHLEEN BELLTrusteePT$0--
LIZ CARTERTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOSEPH A CONWAY FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$2,306,727
Paid GrantKATHLEEN CONWAY BELL FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$2,306,727
Paid GrantROBERT A CONWAY JR FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$2,306,727
Paid GrantJOSEPH A CONWAY FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$513,443
Paid GrantKATHLEEN CONWAY BELL FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$513,443
Paid GrantROBERT A CONWAY JR FIDELITY CHARITABLEGENERAL SUPPORTPCCINCINNATI, OH, US$513,443
Paid GrantST URSULA HIGH SCHOOLGENERAL SUPPORTPCCINCINNATI, OH, US$200,000
Paid GrantSANTA MARIA COMMUNITY SERVICESGENERAL SUPPORTPCCINCINNATI, OH, US$130,000
Paid GrantST VINCENT DE PAUL CINCINNATIGENERAL SUPPORTPCCINCINNATI, OH, US$110,000
Paid GrantUNIVERSITY OF CINCINNATI FOUNDATIONGENERAL SUPPORTPCCINCINNATI, OH, US$88,000
Paid GrantLA SOUPE INCGENERAL SUPPORTPCMILFORD, OH, US$60,000
Paid GrantMOUNT NOTRE DAME HIGH SCHOOLGENERAL SUPPORTPCCINCINNATI, OH, US$60,000
Paid GrantCENTER FOR RESPITE CAREGENERAL SUPPORTPCCINCINNATI, OH, US$30,000
Paid GrantPROSPECT HOUSEGENERAL SUPPORTPCCINCINNATI, OH, US$30,000
Paid GrantXAVIER UNIVERSITYGENERAL SUPPORTPCCINCINNATI, OH, US$30,000
Paid GrantATHENAEUM OF OHIOGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantCARING PLACEGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantCINCINNATI RECYCLING AND REUSE HUBGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantFENWICK HIGH SCHOOLGENERAL SUPPORTPCFRANKLIN, OH, US$25,000
Paid GrantKENNEDY HEIGHTS ART CENTERGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantLYDIA'S HOUSE INCGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantMIAMI UNIVERSITY OF OHIOGENERAL SUPPORTPCOXFORD, OH, US$25,000
Paid GrantOVER-THE-RHINE MUSEUMGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantST XAVIER HIGH SCHOOLGENERAL SUPPORTPCCINCINNATI, OH, US$25,000
Paid GrantIMAGOGENERAL SUPPORTPCCINCINNATI, OH, US$22,500
Paid GrantST VINCENT DE PAUL NORTHERN KENTUCKYGENERAL SUPPORTPCCOVINGTON, KY, US$20,000
Paid GrantUNIVERSITY OF DETROIT MERCYGENERAL SUPPORTPCDETROIT, MI, US$20,000
Paid GrantCASA DE PAZGENERAL SUPPORTPCFAIRDALE, KY, US$15,000
Paid GrantMERCY NEIGHBORHOOD MINISTRIESGENERAL SUPPORTPCCINCINNATI, OH, US$15,000
Paid GrantROSE GARDEN HOME MISSIONGENERAL SUPPORTPCCOVINGTON, KY, US$15,000
Paid GrantSISTERS OF NOTRE DAME DE NAMURGENERAL SUPPORTPCCINCINNATI, OH, US$15,000
Paid GrantATRIUM HOSPITAL FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$10,000
Paid GrantBETHANY HOUSE SERVICES INCGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantCINCINNATI PUBLIC RADIO INC WVXUGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantCINCINNATI SHAKESPEARE COMPANYGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantCINCINNATI WORKS INCGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantFREESTORE FOOD BANK INCGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantHELP PROGRAMGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantLIGHTHOUSE YOUTH SERVICESGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantNEW YORK PUBLIC RADIOGENERAL SUPPORTPCNEW YORK, NY, US$10,000
Paid GrantPINK RIBBON GIRLSGENERAL SUPPORTPCTIPPY CITY, OH, US$10,000
Paid GrantSISTERS OF MERCY FOR CINCINNATIGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantST CLEMENT SCHOOLGENERAL SUPPORTPCST BERNARD, OH, US$10,000
Paid GrantST MARGARET OF YORKGENERAL SUPPORTPCLOVELAND, OH, US$10,000
Paid GrantTALBERT HOUSEGENERAL SUPPORTPCCINCINNATI, OH, US$10,000
Paid GrantWIKIMEDIA FOUNDATION INCGENERAL SUPPORTPCWASHINGTON, DC, US$10,000
Paid GrantBLOC MINISTRIES INCGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantBLUE'S MEWSGENERAL SUPPORTPCFAIRBORN, OH, US$5,000
Paid GrantCHRIST TEMPLE BAPTIST CHURCHGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantCISE FOUNDATIONGENERAL SUPPORTSO IICINCINNATI, OH, US$5,000
Paid GrantCREATIVE AGING CINCINNATIGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantDEPAUL CRISTO REY HIGH SCHOOLGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantNOTRE DAME HEALTH CENTERGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantPROKIDSGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantSWEET CHEEKS DIAPER BANKGENERAL SUPPORTPCCINCINNATI, OH, US$5,000
Paid GrantPREGNANCY CENTER EASTGENERAL SUPPORTPCCINCINNATI, OH, US$3,000
Paid GrantNEUROFIT GYMGENERAL SUPPORTPCHAMILTON, OH, US$2,000
Filing and Contact Details

Filer

Filer Name
Ruth J & Robert a Conway Foundation
EIN
31-1575184
Phone
5132364041
Address
2948 ALPINE TERRACE, CINCINNATI, OH 45208

Signing Officer

Name
Mary Lois Conway
Title
President
Phone
5132364041
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 W 5TH STREET SUITE 200, CINCINNATI, OH 45202-3789
Preparer
Matthew Donaworth
Phone
5137847100
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217707
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15 AM VENTURES II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MOON CAPITAL GLOBAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216739
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0522680
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-132188
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0348
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SOUTHEAST LANDCO - ORDINARY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2SOUTHEAST LANDCO - 1231 GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-13457
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-10403
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-241
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd218
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0366739
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0366739
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012878
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012879
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025757
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09746010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09746010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01713520
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0522680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0522680
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7813330
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03444401
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-132188
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0373837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02688
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-23753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-23753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0109438
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0109438
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02684
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09761388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0125090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09893589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0498927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02080259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0125090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0147579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13574141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-133075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-133075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13441066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25 AM VENTURES - SHORT TERM GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35 AM VENTURES - LONG TERM GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-132188
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7813330
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02912239
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09304491
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014205582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09304491
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01058586
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01058586
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01058586
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01063782
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05196
IRS990PF/DistributableAmountGrp/TotalTaxAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000

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Filings

Displayed year

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

Open filing
Assets
$9,304,491
Liabilities
$0
Net assets
$9,304,491
Revenue
$2,080,259
Expenses
$9,893,589
Net income
-$7,813,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.00$9.95$1.02$0.34$0.68
2023Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$2.08$9.89$7.81
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.38$0.85$0.54
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.97$0.54$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$1.23$0.42$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.99$1.06$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.82$0.79$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.42$1.36$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$0.95$1.12$0.17
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.82$1.37$0.44
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.83$1.62$0.79