Civic Intelligence

Firman Fund

990T • Fiscal year 2024 • EIN 34-6513655

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

5900 Landerbrook Drive 1100Cleveland, OH 44124

(216) 367-0680

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2020: $7,443,405Liabilities 2020: $0Net Assets 2020: $7,443,4052020Assets 2021: $7,858,654Liabilities 2021: $0Net Assets 2021: $7,858,6542021Assets 2022: $7,004,445Liabilities 2022: $0Net Assets 2022: $7,004,4452022Assets 2023: $6,793,153Liabilities 2023: $0Net Assets 2023: $6,793,1532023Assets 2024: $8,390,472Liabilities 2024: $0Net Assets 2024: $8,390,4722024

Latest loaded filing

2024

Assets$8,390,472
Liabilities$0
Net Assets$8,390,472

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $460,949Expenses 2020: $567,375Net Income 2020: -$106,4262020Revenue 2021: $985,728Expenses 2021: $570,479Net Income 2021: $415,2492021Revenue 2022: $222,197Expenses 2022: $625,325Net Income 2022: -$403,1282022Revenue 2023: $406,658Expenses 2023: $617,950Net Income 2023: -$211,2922023Revenue 2024: $2,209,099Expenses 2024: $611,780Net Income 2024: $1,597,3192024

Latest loaded filing

2024

Revenue$2,209,099
Expenses$611,780
Net Income$1,597,319
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Firman Fund
EIN
34-6513655
Phone
2163670680
Address
5900 LANDERBROOK DRIVE 1100, CLEVELAND, OH 44124

Signing Officer

Name
Jennifer Staton
Title
Treasurer
Phone
2163670680
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Wellspring Financial Advisors
Address
5900 LANDERBROOK DR STE 100, CLEVELAND, OH 44124
Preparer
Robert W Jackson
Phone
2163670680
Raw XML Appendix102 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/DisposeInvestmentQOFInd00
IRS1120ScheduleD/NetCapitalGainAmt03027
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt03027
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt03027
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt024
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt13102
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-99
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FIFTH AVENUE PRIVATE EQUITY 15 LLC
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IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS990T/BooksInCareOfDetail/PhoneNum02163670680
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05900 LANDERBROOK DRIVE SUITE 100
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0841
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IRS990TScheduleA/UBIBeforeNOLDedAmt02721
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IRS990T/TotalUBTIComputedAmt02721
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STATON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02163670680
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0FIRM
ReturnHeader/Filer/EIN0346513655
ReturnHeader/Filer/PhoneNum02163670680
ReturnHeader/Filer/USAddress/AddressLine1Txt05900 LANDERBROOK DRIVE 1100
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044124
ReturnHeader/PreparerPersonGrp/PhoneNum02163670680
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W JACKSON
ReturnHeader/ReturnTs02025-11-13T15:49:53-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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