Civic Intelligence

Boyd Foundation

990PF • Fiscal year 2023 • EIN 37-1877729

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
PO Box 52525Knoxville, TN 37950-2525

(865) 691-9223

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

805%

Higher net margin than 100% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$61,750

Higher top officer pay than 19% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

57th percentile

6.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$91,203,598

Up $5,864,922 (+6.9%) from 2022

Net Assets

Up

$91,201,638

Up $5,864,574 (+6.9%) from 2022

Liabilities

Up

$1,960

Up $348 (+22%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$748,061

Down $1,558,507 (-192%) from 2022

Expenses

Up

$5,276,895

Up $1,368,792 (+35%) from 2022

Net Income

Down

-$6,024,956

Down $2,927,299 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$150M$100M$50M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $157,112Liabilities 2018: $0Net Assets 2018: $157,1122018Assets 2019: $115,006Liabilities 2019: $1Net Assets 2019: $115,0062019Assets 2020: $100,002,866Liabilities 2020: $638Net Assets 2020: $100,002,2282020Assets 2021: $105,029,277Liabilities 2021: $3,987Net Assets 2021: $105,025,2902021Assets 2022: $85,338,676Liabilities 2022: $1,612Net Assets 2022: $85,337,0642022Assets 2023: $91,203,598Liabilities 2023: $1,960Net Assets 2023: $91,201,6382023Assets 2024: $98,037,708Liabilities 2024: $0Net Assets 2024: $98,037,7082024

Highlighted filing

2023

Assets$91,203,598
Liabilities$1,960
Net Assets$91,201,638
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,020,000Expenses 2018: $862,888Net Income 2018: $157,1122018Revenue 2019: $1Expenses 2019: $42,106Net Income 2019: -$42,1052019Revenue 2020: $101,705,056Expenses 2020: $1,712,487Net Income 2020: $99,992,5692020Revenue 2021: -$11,925Expenses 2021: $7,927,304Net Income 2021: -$7,939,2292021Revenue 2022: $810,446Expenses 2022: $3,908,103Net Income 2022: -$3,097,6572022Revenue 2023: -$748,061Expenses 2023: $5,276,895Net Income 2023: -$6,024,9562023Revenue 2024: $4,267,434Expenses 2024: $9,772,878Net Income 2024: -$5,505,4442024

Highlighted filing

2023

Revenue-$748,061
Expenses$5,276,895
Net Income-$6,024,956
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISSY DEALEJANDROExecutive DirectorPT$61,750-$61,750
RANDAL D BOYDPresident-$0--
JENNY H BOYDVice President And Secreta-$0--
REBECCA MCNEILLTreasurer-$0--
THOMAS BOYDDirector-$0--
LINDSEY BOYDDirector-$0--
HARRISON BOYDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Boyd Foundation
EIN
37-1877729
Phone
8656919223
Address
PO BOX 52525, KNOXVILLE, TN 37950-2525

Signing Officer

Name
Randal D Boyd
Title
President
Phone
8656919223
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Steiner & Ellis Pllc
Address
PO BOX 52206, KNOXVILLE, TN 37950
Preparer
J Todd Ellis CPA
Phone
8652123800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29038 SHS WM WASTE MANAGEMENT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37711 SHS UPS UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45562 SHS UNP UNION PACIFIC CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53037 SHS UNH UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68523 SHS TRV TRAVELERS COS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78403 SHS PEP PEPSICO INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81994 SHS NFLX NETFLIX INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95586 SHS MSFT MICROSOFT CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1010266 SHS MDT MEDTRONIC PLC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115671 SHS MCD MCDONALDS CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1225900 SHS LUV SOUTHWEST AIRLINES CO C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132684 SHS LMT LOCKHEED MARTIN CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1423134 SHS KO COCA-COLA COMPANY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159021 SHS JPM JPMORGAN CHASE & CO C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167617 SHS JNJ JOHNSON & JOHNSON C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175896 SHS ITW ILLINOIS TOOL WORKS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185935 SHS IEX IDEX CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm196808 SHS HSY HERSHEY COMPANY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205823 SHS HON HONEYWELL INTL INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm214558 SHS HD HOME DEPOT INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2212780 SHS GOOGL ALPHABET INC CL A C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2312981 SHS EXPD EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247654 SHS CVX CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255522 SHS CRM SALESFORCE.COM INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm263132 SHS COST COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2712973 SHS CHD CHURCH & DWIGHT COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2858100 SHS CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm297549 SHS CB CHUBB LTD C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm306313 SHSS CAT CATERPILLAR INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3123900 SHS BRO BROWN & BROWN INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm324614 SHS APD AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3310115 SHS ANET ARISTA NETWORKS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm347950 SHS AMZN AMAZON.COM INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3512994 SHS AMD ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm364639 SHS ACN ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3710993 SHS ABT ABBOTT LABORATORIES C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3810356 SHS ABBV ABBVIE INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm399134 SHS AAPL APPLE INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403000 SHS NVDA NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413800 SHS SMCI SUPER MICRO COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm425000 SHS TSLA TESLA INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01967671
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2715732
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-748061
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-748061
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt061750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt061750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04946347
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04946347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01967671
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01967671
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6024956
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016579281
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2715732
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01410798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-402754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt091952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0154119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0246071
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05043
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05043
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05106276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0154119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05276895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01564917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-748061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0159929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0154119
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0330548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0690453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11018209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2107679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3715103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41101883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51069279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6851947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7485349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81157840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91149292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101219398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11102169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12303546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131224753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141217765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16180917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171219142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181222103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19121967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201036757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2199342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22702000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23704000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24773200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2537130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2636994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27715000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-138106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-102643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-18124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-179780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-114906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-581332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-115115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-76899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt832668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-820640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-470362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-37615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12104445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13102304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-449013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1518271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16288000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-15946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1871680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-49625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-158770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2144364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-74869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2513223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2613058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-138106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-102643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-18124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-179780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-114906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-581332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-115115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-76899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt832668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-820640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-470362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-37615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12104445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13102304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-449013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1518271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16288000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-15946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1871680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-49625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-158770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2144364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230

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Filings

Displayed year

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

Open filing
Assets
$91,203,598
Liabilities
$1,960
Net assets
$91,201,638
Revenue
-$748,061
Expenses
$5,276,895
Net income
-$6,024,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$4.27$9.77$5.51
2023Detailed filing. Detailed filing data is available for this year.$91.2$0.00$91.2$0.75$5.28$6.02
2022Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$0.81$3.91$3.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$0.01$7.93$7.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$0.00$100$102$1.71$100.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.00$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$1.02$0.86$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00