Civic Intelligence

Walter B Lindheimer Charitable Foundation

990PF • Fiscal year 2024 • EIN 33-1116963

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 17, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$5,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

234%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,045,520

Up $32,352 (+1.6%) from 2023

Net Assets

Up

$2,045,520

Up $32,352 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$230,250

Up $161,330 (+234%) from 2023

Expenses

Up

$198,037

Up $24,132 (+14%) from 2023

Net Income

Up

$32,213

Up $137,198 (+131%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$2,045,520
Liabilities$0
Net Assets$2,045,520

Operations Trend

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

2024

Revenue$230,250
Expenses$198,037
Net Income$32,213
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK NEINSTEINChief Financial Officer-$5,500-$5,500
LOURDES ANGELESPresident-$0--
PAUL LEVINSONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF YESHIVAS NESIVOS HATORAHPUBLIC SUPPORT OF ORGANIZATION MISSIONPCMONSEY, NY, US$10,000
Paid GrantDE TOLEDO HIGH SCHOOLPUBLIC SUPPORT OF ORGANIZATION MISSIONPCWEST HILLS, CA, US$10,000
Paid GrantANTI-DEFAMATION LEAGUEPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantCEDARS-SINAI MEDICAL CENTERPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantJEWISH FAMILY SERVICES OF LAPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantPROVIDENCE TARZANA FOUNDATIONPUBLIC SUPPORT OF ORGANIZATION MISSIONPCTARZANA, CA, US$7,500
Paid GrantTHE JEWISH FEDERATION OF GREATER LOS ANGELESPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantUNITED WAY OF GREATER LAPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantVISTA DEL MAR CHILD & FAMILY SERVICESPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$7,500
Paid GrantABRAHAM JOSHUA HESCHEL DAY SCHOOLPUBLIC SUPPORT OF ORGANIZATION MISSIONPCNORTHRIDGE, CA, US$5,000
Paid GrantCHURCH OF THE GOOD SHEPHERDPUBLIC SUPPORT OF ORGANIZATION MISSIONPCBEVERLY HILLS, CA, US$5,000
Paid GrantINCARNATION CATHOLIC CHURCHPUBLIC SUPPORT OF ORGANIZATION MISSIONPCGLENDALE, CA, US$5,000
Paid GrantMISSIONARIES OF JESUSPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$5,000
Paid GrantYMCA OF METRO LOS ANGELESPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$5,000
Paid GrantAMERICAN RED CROSSPUBLIC SUPPORT OF ORGANIZATION MISSIONPCWASHINGTON, DC, US$4,000
Paid GrantCONGREGATION BAIS SHALOMPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$4,000
Paid GrantOHR HATORAH SYNAGOGUEPUBLIC SUPPORT OF ORGANIZATION MISSIONPCVALLEY VILLAGE, CA, US$4,000
Paid GrantEL SHADDAI DWXI-PPFIPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$3,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALPUBLIC SUPPORT OF ORGANIZATION MISSIONPCMEMPHIS, TN, US$3,000
Paid GrantAMERICAN FRIENDS OF NER YAAKOV INCPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLAWRENCE, NY, US$2,600
Paid GrantAMERICAN JEWISH UNIVERSITYPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$2,500
Paid GrantCENTER FOR MENTAL HEALTH SUPPORTPUBLIC SUPPORT OF ORGANIZATION MISSIONPCMEMPHIS, TN, US$2,400
Paid GrantNE'EMAN FOUNDATION USAPUBLIC SUPPORT OF ORGANIZATION MISSIONPCBOSTON, MA, US$2,000
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
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4720113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48108025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4967505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt505975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533895
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35127978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3612450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3720380
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4021731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4124383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4211673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4318217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4415207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4510316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4614353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4720234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48150867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49120179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5014900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5113974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5232868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5317968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CANADIAN PACRY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COPAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COSTAR GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DATADOG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FORTUNE BRANDS HOME & SECURITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GOLDMAN SACHS ACTIVEBETA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTERCONTINENTAL EXCHANGE. INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INTUITUVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARES CORE S&P SMALL_CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES RUSSEL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30META PLAFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEUROCRINE BIOSCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PALOALTONETWORKSINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43TRADE DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TWILIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ULTA BEAUTY. INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITEDHEALTH GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VANGUARD INDEX FD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD MIDCAP VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53XPO LOGISTICS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt037838
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt037828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128319
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO OPTIMUM YEILD DIVERSIF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132670
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032523
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0230250
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0230250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07781
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015561
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0163073
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034654
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032213
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0649964
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032523
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032523
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07604
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07604
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015208
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0163073
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0175397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035905
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0198037
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0230250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054853
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0486891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0163073
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0139
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02013168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02045520
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0147248
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0147248
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0147248
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0149686
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02438
IRS990PF/DistributableAmountGrp/TotalTaxAmt02438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02438

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.23$0.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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