Civic Intelligence

The Libra Foundation

990PF • Fiscal year 2020 • EIN 36-4812310

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1 Letterman Drive Suite C4-420San Francisco, CA 94129

(415) 549-4970

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.31x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

5th percentile

-64%

Higher net margin than 5% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

31st percentile

2.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

78%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$525,532,142

Up $11,996,466 (+2.3%) from 2019

Net Assets

Up

$515,959,019

Up $14,171,927 (+2.8%) from 2019

Liabilities

Down

$9,573,123

Down $2,175,461 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin5th percentile

Revenue

Up

$30,944,147

Up $13,531,612 (+78%) from 2019

Expenses

Up

$50,762,121

Up $20,785,257 (+69%) from 2019

Net Income

Down

-$19,817,974

Down $7,253,645 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600M$400M$200M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $216,900,615Liabilities 2016: $3,571,089Net Assets 2016: $213,329,5262016Assets 2017: $334,346,942Liabilities 2017: $6,205,000Net Assets 2017: $328,141,9422017Assets 2018: $458,177,906Liabilities 2018: $10,078,950Net Assets 2018: $448,098,9562018Assets 2019: $513,535,676Liabilities 2019: $11,748,584Net Assets 2019: $501,787,0922019Assets 2020: $525,532,142Liabilities 2020: $9,573,123Net Assets 2020: $515,959,0192020Assets 2021: $556,131,508Liabilities 2021: $4,428,629Net Assets 2021: $551,702,8792021Assets 2022: $451,295,059Liabilities 2022: $2,469,317Net Assets 2022: $448,825,7422022Assets 2023: $451,962,279Liabilities 2023: $5,227,347Net Assets 2023: $446,734,9322023Assets 2024: $432,160,285Liabilities 2024: $4,136,090Net Assets 2024: $428,024,1952024

Highlighted filing

2020

Assets$525,532,142
Liabilities$9,573,123
Net Assets$515,959,019
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$200M$100M$0-$100MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $15,798,156Expenses 2016: $12,670,585Net Income 2016: $3,127,5712016Revenue 2017: $108,484,266Expenses 2017: $19,454,042Net Income 2017: $89,030,2242017Revenue 2018: $173,403,846Expenses 2018: $24,459,037Net Income 2018: $148,944,8092018Revenue 2019: $17,412,535Expenses 2019: $29,976,864Net Income 2019: -$12,564,3292019Revenue 2020: $30,944,147Expenses 2020: $50,762,121Net Income 2020: -$19,817,9742020Revenue 2021: $81,132,072Expenses 2021: $35,884,261Net Income 2021: $45,247,8112021Revenue 2022: $3,443,825Expenses 2022: $39,201,527Net Income 2022: -$35,757,7022022Revenue 2023: $4,904,607Expenses 2023: $35,574,448Net Income 2023: -$30,669,8412023Revenue 2024: $23,090,346Expenses 2024: $32,475,476Net Income 2024: -$9,385,1302024

Highlighted filing

2020

Revenue$30,944,147
Expenses$50,762,121
Net Income-$19,817,974
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS JPRITZKERChairman-$0--
JACOB PRITZKERDirector-$0--
ISAAC PRITZKERDirector-$0--
CRYSTAL HAYLINGExecutive DirectorPT$0--
REGAN PRITZKERCo-President/Director Of Impact Invest-$0--
JAMES SCHWABASecretary-$0--
JOSEPH PRITZKERDirector-$0--
SUSAN S PRITZKERCo-President-$0--
AMY FREIDINGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Libra Foundation
EIN
36-4812310
Phone
4155494970
Address
1 LETTERMAN DRIVE SUITE C4-420, SAN FRANCISCO, CA 94129

Signing Officer

Name
Amy Freidinger
Title
Treasurer
Phone
4155494970
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Joan S Mcmahon
Phone
4157834000
Raw XML AppendixShowing 400 of 2,337 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LINE 1A (2) OF PART VII-B IS ANSWERED YES. AN INTEREST FREE LOAN FOR EXPENSES OF LESS THAN $1,000 WAS MADE BY TAO CAPITAL PARTNERS LLC, AN ENTITY WHOLLY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, TO THE LIBRA FOUNDATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1LINE 1A (3) OF PART VII-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE LIBRA FOUNDATION WITHOUT CHARGE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2STATEMENT OF INFORMATION REGARDING TRANSFERS TO A CONTROLLED ENTITY:NAME AND ADDRESS OF EACH CONTROLLED ENTITY:LIBRA SOCIAL INVESTMENT FUND LLC 1 LETTERMAN DRIVE, SUITE C4-420SAN FRANCISCO, CA 94129 EMPLOYER IDENTIFICATION NUMBER: 36-4812310DESCRIPTION OF TRANSFER: CASHAMOUNT OF TRANSFER: $1,249
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201275020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21200310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22178014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23417901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24530050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25340350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26340350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2727558816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281342888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30905000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311173822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32561308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33759887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348018278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3592883
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3929241324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40477638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413003940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07569726
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022921660
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0452761
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030944147
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030944147
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt035125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt039125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt078250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023512834
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050050927
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045757784
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07570367
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07569726
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19817974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0176988246
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt039849
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt040174
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt080348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022921660
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030037485
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt034464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01040823
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01316806
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01271849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0452761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01016180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02465514
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0181263
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01063419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050160365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02317565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050762121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032355050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030944147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0109438
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02317565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05004337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0153142862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1296596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt335508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013826836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1526305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-296596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33400665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46091578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-35508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013826836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1526305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-296596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33400665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46091578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-35508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0166969698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1526305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23400665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36091578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PORTFOLIO GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GAIN/LOSS FROM PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GAIN/LOSS ON DISPOSITION OF INTEREST IN-SUMMIT PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GAIN/LOSS ON DISPOSITION OF INTEREST IN-GLOBAL EM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GAIN/LOSS ON DISPOSITION OF INTEREST IN-KBI WATER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GAIN/LOSS ON DISPOSITION OF INTEREST IN-CALVERT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023512834
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19817974
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt033989901
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0515959019
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0501787092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0515959019
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023907846
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023907846
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023907846
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024325367
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0417521
IRS990PF/DistributableAmountGrp/TotalTaxAmt0417521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0357060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0274581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0417521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0357060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0417521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0417521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0774581
IRS990PF/FMVAssetsEOYAmt0525532142
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04585
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01512967
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt033384754
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01098777
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt033384754
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt033384754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0383550082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0321392359
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0321392359
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt010674999
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt06381856
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06484
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0501787092
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0515959019
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,532,142
Liabilities
$9,573,123
Net assets
$515,959,019
Revenue
$30,944,147
Expenses
$50,762,121
Net income
-$19,817,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$432$4.14$428$23.1$32.5$9.39
2023Detailed filing. Detailed filing data is available for this year.$452$5.23$447$4.90$35.6$30.7
2022Detailed filing. Detailed filing data is available for this year.$451$2.47$449$3.44$39.2$35.8
2021Detailed filing. Detailed filing data is available for this year.$556$4.43$552$81.1$35.9$45.2
2020Detailed filing. Detailed filing data is available for this year.$526$9.57$516$30.9$50.8$19.8
2019Detailed filing. Detailed filing data is available for this year.$514$11.7$502$17.4$30.0$12.6
2018Detailed filing. Detailed filing data is available for this year.$458$10.1$448$173$24.5$149
2017Detailed filing. Detailed filing data is available for this year.$334$6.21$328$108$19.5$89.0
2016Detailed filing. Detailed filing data is available for this year.$217$3.57$213$15.8$12.7$3.13
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00