Civic Intelligence

Ward Beecher Foundation

990PF • Fiscal year 2023 • EIN 34-6516441

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

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

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

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

59th percentile

$43,421

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

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

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

29th percentile

-7.9%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,219,535

Up $138,731 (+3.4%) from 2022

Net Assets

Up

$4,219,535

Up $138,731 (+3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Down

$391,163

Down $33,698 (-7.9%) from 2022

Expenses

Down

$277,555

Down $64,308 (-19%) from 2022

Net Income

Up

$113,608

Up $30,610 (+37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $3,421,992Liabilities 2015: $0Net Assets 2015: $3,421,9922015Assets 2016: $3,354,398Liabilities 2016: $0Net Assets 2016: $3,354,3982016Assets 2017: $3,415,095Liabilities 2017: $0Net Assets 2017: $3,415,0952017Assets 2018: $3,752,687Liabilities 2018: $0Net Assets 2018: $3,752,6872018Assets 2019: $3,597,354Liabilities 2019: $0Net Assets 2019: $3,597,3542019Assets 2020: $3,704,132Liabilities 2020: $0Net Assets 2020: $3,704,1322020Assets 2021: $3,982,542Liabilities 2021: $0Net Assets 2021: $3,982,5422021Assets 2022: $4,080,804Liabilities 2022: $0Net Assets 2022: $4,080,8042022Assets 2023: $4,219,535Liabilities 2023: $0Net Assets 2023: $4,219,5352023Assets 2024: $4,479,790Liabilities 2024: $0Net Assets 2024: $4,479,7902024

Highlighted filing

2023

Assets$4,219,535
Liabilities$0
Net Assets$4,219,535
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $275,427Expenses 2015: $340,515Net Income 2015: -$65,0882015Revenue 2016: $130,169Expenses 2016: $200,734Net Income 2016: -$70,5652016Revenue 2017: $196,717Expenses 2017: $136,831Net Income 2017: $59,8862017Revenue 2018: $636,120Expenses 2018: $298,236Net Income 2018: $337,8842018Revenue 2019: $153,201Expenses 2019: $299,884Net Income 2019: -$146,6832019Revenue 2020: $314,024Expenses 2020: $212,811Net Income 2020: $101,2132020Revenue 2021: $576,103Expenses 2021: $285,598Net Income 2021: $290,5052021Revenue 2022: $424,861Expenses 2022: $341,863Net Income 2022: $82,9982022Revenue 2023: $391,163Expenses 2023: $277,555Net Income 2023: $113,6082023Revenue 2024: $543,831Expenses 2024: $284,816Net Income 2024: $259,0152024

Highlighted filing

2023

Revenue$391,163
Expenses$277,555
Net Income$113,608
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$43,421-$43,421
Filing and Contact Details

Filer

Filer Name
Ward Beecher Foundation
EIN
34-6516441
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2024-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1122822V101 CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1331421N683 FEDERATED HERMES EQU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14649280815 NEW WORLD FD INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1878464A698 SPDR SER TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1931420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2072201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2238144N841 GOLDMAN SACHS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23464287788 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2574340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2791913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29543916688 LORD ABBETT INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30552982720 MFS SER TR XIII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3189155T649 TOUCHSTONE FDS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3561756E461 MORGAN STANLEY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37166764100 CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3846120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3946625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4628176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4722160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4865339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4967066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5102079K305 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5314040H105 CAPITAL ONE FINL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5688160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57744320102 PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5843300A203 HILTON WORLDWIDE HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm597591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6109857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66149123101 CATERPILLAR INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6992646A831 VICTORY PORTFOLIOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7055261F104 M & T BK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72256677105 DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7326875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77579780206 MCCORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80922042858 VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8121036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8200206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8678463X749 SPDR INDEX SHS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8925243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90921943858 VANGUARD TAX-MANAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9167103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9200724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94084670702 BERKSHIRE HATHAWAY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9620030N101 COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9930303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101464287507 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10264110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10379466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10792532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109G54950103 LINDE PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0102175
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0288988
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0391163
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0391163
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0288988
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021711
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021711
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt043421
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0225500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0225500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0101902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0102175
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0113608
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01951675
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0288988
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0368260
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0919
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0251433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0277555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0390890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0391163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022630
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052055
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-08-19

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Filings

Displayed year

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

Open filing
Assets
$4,219,535
Liabilities
$0
Net assets
$4,219,535
Revenue
$391,163
Expenses
$277,555
Net income
$113,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.54$0.28$0.26
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.39$0.28$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.42$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.58$0.29$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.31$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.15$0.30$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.64$0.30$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.20$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.13$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.28$0.34$0.07