Civic Intelligence

Walter B Lindheimer Charitable Foundation

990PF • Fiscal year 2023 • EIN 33-1116963

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 13, 2024

Organization Profile
1925 Century Park East 16 FLLos Angeles, CA 90067

(310) 273-2501

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-152%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$4,250

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,013,168

Down $104,985 (-5.0%) from 2022

Net Assets

Down

$2,013,168

Down $104,985 (-5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$68,920

Down $46,670 (-40%) from 2022

Expenses

Down

$173,905

Down $16,208 (-8.5%) from 2022

Net Income

Down

-$104,985

Down $30,462 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $455Liabilities 2010: $0Net Assets 2010: $4552010Assets 2011: $445Liabilities 2011: $0Net Assets 2011: $4452011Assets 2012: $1,563,044Liabilities 2012: $0Net Assets 2012: $1,563,0442012Assets 2013: $2,475,020Liabilities 2013: $0Net Assets 2013: $2,475,0202013Assets 2014: $2,352,913Liabilities 2014: $0Net Assets 2014: $2,352,9132014Assets 2015: $2,228,916Liabilities 2015: $0Net Assets 2015: $2,228,9162015Assets 2016: $2,128,905Liabilities 2016: $0Net Assets 2016: $2,128,9052016Assets 2017: $2,077,709Liabilities 2017: $0Net Assets 2017: $2,077,7092017Assets 2018: $2,087,158Liabilities 2018: $0Net Assets 2018: $2,087,1582018Assets 2019: $2,048,173Liabilities 2019: $0Net Assets 2019: $2,048,1732019Assets 2020: $1,988,665Liabilities 2020: $0Net Assets 2020: $1,988,6652020Assets 2021: $2,192,676Liabilities 2021: $0Net Assets 2021: $2,192,6762021Assets 2022: $2,118,153Liabilities 2022: $0Net Assets 2022: $2,118,1532022Assets 2023: $2,013,168Liabilities 2023: $0Net Assets 2023: $2,013,1682023Assets 2024: $2,045,520Liabilities 2024: $0Net Assets 2024: $2,045,5202024

Highlighted filing

2023

Assets$2,013,168
Liabilities$0
Net Assets$2,013,168
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $102010Expenses 2011: $102011Expenses 2012: $94,1092012Revenue 2013: $1,078,589Expenses 2013: $166,613Net Income 2013: $911,9762013Revenue 2014: $79,137Expenses 2014: $199,028Net Income 2014: -$119,8912014Revenue 2015: $39,898Expenses 2015: $162,525Net Income 2015: -$122,6272015Revenue 2016: $66,560Expenses 2016: $166,571Net Income 2016: -$100,0112016Revenue 2017: $117,462Expenses 2017: $165,207Net Income 2017: -$47,7452017Revenue 2018: $177,751Expenses 2018: $166,493Net Income 2018: $11,2582018Revenue 2019: $127,067Expenses 2019: $166,052Net Income 2019: -$38,9852019Revenue 2020: $107,042Expenses 2020: $166,550Net Income 2020: -$59,5082020Revenue 2021: $380,806Expenses 2021: $176,795Net Income 2021: $204,0112021Revenue 2022: $115,590Expenses 2022: $190,113Net Income 2022: -$74,5232022Revenue 2023: $68,920Expenses 2023: $173,905Net Income 2023: -$104,9852023Revenue 2024: $230,250Expenses 2024: $198,037Net Income 2024: $32,2132024

Highlighted filing

2023

Revenue$68,920
Expenses$173,905
Net Income-$104,985
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK NEINSTEINChief Financial Officer-$4,250-$4,250
LOURDES ANGELESPresident-$0--
PAUL LEVINSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Walter B Lindheimer Charitable
EIN
33-1116963
Phone
3102732501
Address
1925 CENTURY PARK EAST 16 FL, LOS ANGELES, CA 90067

Signing Officer

Name
Jack Sheldon Neinstein
Title
CFO
Phone
3102732501
Signed
2024-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1925 CENTURY PARK E 16TH FLOOR, LOS ANGELES, CA 90067
Preparer
Kalina I Grayson
Phone
3102732501
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5217496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5331502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGCO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CANADIAN PACRY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CENTENE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEWY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ESTEE LAUDER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FLEETCOR TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FORTUNE BRANDS HOME & SECURITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GOLDMAN SACHS ACTIVEBETA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GXO LOGISTICS GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES CORE S&P SMALL_CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES RUSSEL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LULU LEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33META PLAFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MORGAN STANLEY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38OKTA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TRADE DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TWILIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ULTA BEAUTY. INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VANGUARD INDEX FD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VANGUARD MIDCAP VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VISA INC
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt037707
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt038578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO OPTIMUM YEILD DIVERSIF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045359
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04502
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt068920
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt068920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05729
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011458
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045985
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045359
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-104985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01370291
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04502
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032196
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0173905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt068920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040956
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01351232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01370291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-104985
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02013168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02118153
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02013168
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0130140
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0130140
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0130140
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130537
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0397
IRS990PF/DistributableAmountGrp/TotalTaxAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03973
IRS990PF/FMVAssetsEOYAmt02804063
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050792
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0921890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0838161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0848519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01047178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0951744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01726130
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt068670
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075853
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt081133
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02118153

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Filings

Displayed year

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

Open filing
Assets
$2,013,168
Liabilities
$0
Net assets
$2,013,168
Revenue
$68,920
Expenses
$173,905
Net income
-$104,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.23$0.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.07$0.17$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.12$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.38$0.18$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.13$0.17$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.18$0.17$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.12$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.17$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.04$0.16$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.08$0.20$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$1.08$0.17$0.91
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00