Civic Intelligence

Rice Foundation

990PF • Fiscal year 2024 • EIN 36-6043160

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 29, 2025

Organization Profile

View Organization Page

8600 Gross Point RdSkokie, IL 60077

(847) 581-9999

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$327,691

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

28th percentile

0.6%

Faster asset growth than 28% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$67,349,517

Up $411,366 (+0.6%) from 2023

Net Assets

Up

$67,349,517

Up $411,366 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin59th percentile

Revenue

Up

$5,823,601

Up $1,082,979 (+23%) from 2023

Expenses

Up

$5,221,552

Up $369,795 (+7.6%) from 2023

Net Income

Up

$602,049

Up $713,184 (+642%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$80M$60M$40M$20M$0Assets 2016: $69,199,651Liabilities 2016: $2,625Net Assets 2016: $69,197,0262016Assets 2017: $68,748,837Liabilities 2017: $0Net Assets 2017: $68,748,8372017Assets 2018: $70,408,232Liabilities 2018: $0Net Assets 2018: $70,408,2322018Assets 2019: $69,337,978Liabilities 2019: $0Net Assets 2019: $69,337,9782019Assets 2020: $69,296,504Liabilities 2020: $0Net Assets 2020: $69,296,5042020Assets 2021: $70,296,665Liabilities 2021: $0Net Assets 2021: $70,296,6652021Assets 2022: $67,274,147Liabilities 2022: $0Net Assets 2022: $67,274,1472022Assets 2023: $66,938,151Liabilities 2023: $0Net Assets 2023: $66,938,1512023Assets 2024: $67,349,517Liabilities 2024: $0Net Assets 2024: $67,349,5172024

Highlighted filing

2024

Assets$67,349,517
Liabilities$0
Net Assets$67,349,517
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$10M$5.0M$0-$5.0MRevenue 2016: $3,617,438Expenses 2016: $5,106,975Net Income 2016: -$1,489,5372016Revenue 2017: $3,288,074Expenses 2017: $4,114,838Net Income 2017: -$826,7642017Revenue 2018: $6,068,972Expenses 2018: $4,082,307Net Income 2018: $1,986,6652018Revenue 2019: $3,499,244Expenses 2019: $4,603,089Net Income 2019: -$1,103,8452019Revenue 2020: $4,899,179Expenses 2020: $4,961,477Net Income 2020: -$62,2982020Revenue 2021: $6,874,210Expenses 2021: $5,570,923Net Income 2021: $1,303,2872021Revenue 2022: $3,723,811Expenses 2022: $6,997,918Net Income 2022: -$3,274,1072022Revenue 2023: $4,740,622Expenses 2023: $4,851,757Net Income 2023: -$111,1352023Revenue 2024: $5,823,601Expenses 2024: $5,221,552Net Income 2024: $602,0492024

Highlighted filing

2024

Revenue$5,823,601
Expenses$5,221,552
Net Income$602,049
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter NolanPresidentFT$290,010$37,681$327,691
Christine NolanVice PresidentFT$111,395$35,322$146,717
Richard T SchroederTreasurer-$0--
Barbara Whitney CarrDirector-$0--
Marshall Field VDirector-$0--
Robin NolanDirector-$0--
David J Winchester MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rice Foundation
EIN
36-6043160
Phone
8475819999
Address
8600 Gross Point Rd, Skokie, IL 60077

Signing Officer

Name
Peter Nolan
Title
President
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Lerman Sweeney & Co LLP
Address
450 Skokie Blvd Ste 507, Northbrook, IL 60062
Preparer
Peter A Sweeney
Phone
8479666696
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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0RICE BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1RICE BLDG IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28446 FAIRVIEW BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38446 FAIRVIEW BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48446 FAIRVIEW - NEW ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc58447 FAIRVIEW NEW SIDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc68468 FAIRVIEW BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc78468 PUMP CHECK VALVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc88468 PRESSURE TANK/PIPING
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc108468 NEW ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc118468 NEW SIDING/SOFFIT/FA
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Woodford - Generator
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc158446 Fairview - Impr
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Office Boilers
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Washer/Dryer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Security Cameras
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc198446 Fairview - Boiler
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc208468 FAirview - AC unit
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21Computers
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc228446 Fairview - Chimney
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc238236 Land - Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc248446 Fairview - AC System
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01830875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0174006
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0116004
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0290010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03980600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03980600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt022486
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt055332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01813372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01813372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01813372
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0602049
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0265331
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0265331
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0265331
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05134870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0276925
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0276925
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0276925
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01830875
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05063884
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0165984
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt082448
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt027483
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0109931
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0111395
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0111395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt090896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0122262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01614975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01637098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0374309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0374309
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt057931
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt015072
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt073003
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt062480
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt062480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02356425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04451112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0737594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05221552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05801478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05823601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0470512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0737594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01240952
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01388
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0462
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0187976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11990825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2171978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3953216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt0950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt1761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt24462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11752885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-19634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-297096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6393893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11752885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-19634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-297096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0188773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13743710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3152344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4656120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MS #0313 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS #0313 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS #0313 Non-Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Skybridge Opportuniy LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Morgan Stanley #0318 L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Morgan Stanley #0318 Non-Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NEW DVR FOR CAMERAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72 BACKUP DRIVES FOR COMPU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HP Z4 G4 Workstation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01830875
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0797
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0602049
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0190683
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067540200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt066938151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt067349517
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04119204
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04119204
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04119204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04189592
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt070388
IRS990PF/DistributableAmountGrp/TotalTaxAmt070388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt050846
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt061484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt070388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt050846

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,349,517
Liabilities
$0
Net assets
$67,349,517
Revenue
$5,823,601
Expenses
$5,221,552
Net income
$602,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$5.82$5.22$0.60
2023Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$4.74$4.85$0.11
2022Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$3.72$7.00$3.27
2021Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$6.87$5.57$1.30
2020Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$4.90$4.96$0.06
2019Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$3.50$4.60$1.10
2018Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$6.07$4.08$1.99
2017Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$3.29$4.11$0.83
2016Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$3.62$5.11$1.49