Civic Intelligence

River City Foundation

990PF • Fiscal year 2024 • EIN 38-2966996

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 01, 2025

Organization Profile
2287 Hillside CourtDexter, MI 48130

(616) 888-3210

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

99th percentile

367%

Faster asset growth than 99% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1017%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,898,984

Up $23,500,337 (+367%) from 2023

Net Assets

Up

$29,898,984

Up $23,500,337 (+367%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$26,565,575

Up $24,187,112 (+1017%) from 2023

Expenses

Up

$3,065,238

Up $2,805,518 (+1080%) from 2023

Net Income

Up

$23,500,337

Up $21,381,594 (+1009%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$30M$20M$10M$0Assets 2010: $2,189,669Liabilities 2010: $0Net Assets 2010: $2,189,6692010Assets 2011: $2,173,466Liabilities 2011: $0Net Assets 2011: $2,173,4662011Assets 2012: $1,948,424Liabilities 2012: $0Net Assets 2012: $1,948,4242012Assets 2013: $1,837,837Liabilities 2013: $1Net Assets 2013: $1,837,8372013Assets 2014: $1,861,607Liabilities 2014: $1Net Assets 2014: $1,861,6072014Assets 2015: $1,769,159Liabilities 2015: $1Net Assets 2015: $1,769,1592015Assets 2016: $1,440,008Liabilities 2016: $0Net Assets 2016: $1,440,0082016Assets 2017: $1,158,497Liabilities 2017: $0Net Assets 2017: $1,158,4972017Assets 2018: $1,016,496Liabilities 2018: $762Net Assets 2018: $1,015,7342018Assets 2019: $906,424Liabilities 2019: $1Net Assets 2019: $906,4242019Assets 2020: $4,909,457Liabilities 2020: $1Net Assets 2020: $4,909,4572020Assets 2021: $4,881,066Liabilities 2021: $1Net Assets 2021: $4,881,0662021Assets 2022: $4,279,904Liabilities 2022: $1Net Assets 2022: $4,279,9042022Assets 2023: $6,398,647Liabilities 2023: $1Net Assets 2023: $6,398,6472023Assets 2024: $29,898,984Liabilities 2024: $0Net Assets 2024: $29,898,9842024Assets 2025: $29,437,079Liabilities 2025: $0Net Assets 2025: $29,437,0792025

Highlighted filing

2024

Assets$29,898,984
Liabilities$0
Net Assets$29,898,984
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $211,2382010Expenses 2011: $212,7452011Expenses 2012: $395,9072012Revenue 2013: $105,287Expenses 2013: $215,874Net Income 2013: -$110,5872013Revenue 2014: $179,990Expenses 2014: $156,220Net Income 2014: $23,7702014Revenue 2015: $231,800Expenses 2015: $324,248Net Income 2015: -$92,4482015Revenue 2016: $270,263Expenses 2016: $599,414Net Income 2016: -$329,1512016Revenue 2017: $339,884Expenses 2017: $621,395Net Income 2017: -$281,5112017Revenue 2018: $89,377Expenses 2018: $232,140Net Income 2018: -$142,7632018Revenue 2019: $40,883Expenses 2019: $150,193Net Income 2019: -$109,3102019Revenue 2020: $5,203,598Expenses 2020: $1,200,565Net Income 2020: $4,003,0332020Revenue 2021: $140,952Expenses 2021: $169,343Net Income 2021: -$28,3912021Revenue 2022: $787,567Expenses 2022: $1,388,729Net Income 2022: -$601,1622022Revenue 2023: $2,378,463Expenses 2023: $259,720Net Income 2023: $2,118,7432023Revenue 2024: $26,565,575Expenses 2024: $3,065,238Net Income 2024: $23,500,3372024Revenue 2025: $1,225,470Expenses 2025: $1,687,375Net Income 2025: -$461,9052025

Highlighted filing

2024

Revenue$26,565,575
Expenses$3,065,238
Net Income$23,500,337
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 1, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE KITTENDORFPresident-$0--
THOMAS G KYROSSecretary/Treasurer-$0--
HEIDI THORNTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
River City Foundation
EIN
38-2966996
Address
2287 HILLSIDE COURT, DEXTER, MI 48130

Signing Officer

Name
Anne Kittendorf
Title
President
Signed
2025-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Helmholdtcompany Llp Cpas
Address
5940 TAHOE DRIVE SE, GRAND RAPIDS, MI 49546-7121
Preparer
Joel M Devries CPA
Phone
6169497250
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:DATE OF DISTRIBUTION: DECEMBER 6, 2023DESCRIPTION OF PROPERTY:878 SHS - ABBVIE INC398 SHS - GENERAL DYNAMICS CORP3,340 SHS - ISHARES TRUST DOW JONES US TECHNOLOGY SECTOR1,224 SHS - MICROSOFT CORPORATION697 SHS - STRYKER CORPORATIONBOOK VALUE OF PROPERTY: $792,948METHOD FOR DETERMINING COST BASIS: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $1,273,575METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON DECEMBER 6, 2023DATE OF DISTRIBUTION: DECEMBER 8, 2023DESCRIPTION OF PROPERTY:1 SHS - ABBVIE INC60 SHS - ISHARES TRUST DOW JONES US TECHNOLOGY SECTOR3 SHS - STRYKER CORPORATIONBOOK VALUE OF PROPERTY: $4,605METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $8,086METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON DECEMBER 8, 2023DATE OF DISTRIBUTION: MARCH 26, 2024DESCRIPTION OF PROPERTY:950 SHS - CATERPILLAR INC500 SHS - MCDONALD'S CORP480 SHS - BERKSHIRE HATHAWAY CL BBOOK VALUE OF PROPERTY: $446,752METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $676,167METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON MARCH 26, 2024DATE OF DISTRIBUTION: MARCH 28, 2024DESCRIPTION OF PROPERTY:530 SHS - CATERPILLAR INCBOOK VALUE OF PROPERTY: $128,329METHOD FOR DETERMINING FAIR MARKET VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $193,651METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON MARCH 28, 2024DATE OF DISTRIBUTION: APRIL 1, 2024DESCRIPTION OF PROPERTY:120 SHS - BERKSHIRE HATHAWAY CL B125 SHS - CATERPILLAR INCBOOK VALUE OF PROPERTY: $57,603METHOD FOR DETERMINING FAIR MARKET VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $96,030METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON APRIL 1, 2024DATE OF DISTRIBUTION: APRIL 3, 2024DESCRIPTION OF PROPERTY:325 SHS - CATERPILLAR INC1,375 SHS - FISERV INC110 SHS - MICROSOFT CORPORATIONBOOK VALUE OF PROPERTY: $232,060METHOD FOR DETERMINING FAIR MARKET VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATION OR COST BASIS OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE PURCHASEDFAIR MARKET VALUE: $384,655METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON APRIL 3, 2024DATE OF DISTRIBUTION: APRIL 4, 2024DESCRIPTION OF PROPERTY:170 SHS - MICROSOFT CORPORATIONBOOK VALUE OF PROPERTY: $37,190METHOD FOR DETERMINING FAIR MARKET VALUE: FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON THE DATE THEY WERE DONATED TO THE FOUNDATIONFAIR MARKET VALUE: $71,930METHOD FOR DETERMINING FAIR MARKET VALUE:FAIR MARKET VALUE OF PUBLICLY TRADED SECURITIES ON APRIL 4, 2024
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALPHABET INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASML HOLDING NV ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CANADIAN PACIFIC KANSAS CITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CATERPILLAR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHURCH & DWIGHT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CURTISS WRIGHT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOLLAR GENERAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FIRST SOLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GENERAC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HDFC BANK LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HERSHEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45IDEXX LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47IQVIA HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES CONVERTIBLE BOND ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES CORE S&P MIDCAP 400 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES CORE S&P SMALLCAP 600 INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES PREFERRED & INCOME SECURITIES ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARSH & MCLENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NESTLE S.A.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PAYPAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROPER TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SALESFORCE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SCHWAB TREASURY OBLIG MONEY INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCHWAB US TREASURY MONEY INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SHARKNINJA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TAIWAN SEMICONDUCTOR MFG CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92THE GOLDMAN SACH 4% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNIVERSAL DISPLAY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98US BANCORP 5.56% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VALMONT INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VANGUARD SHORT TERM CORP BOND INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VIRTUS ALPHASIMPLEX MANAGED FUTURES R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VISA INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WOODWARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110ZIONS BANCORP 4% PFD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0363042
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01910332
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt046562
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02319936
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02319936
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02942627
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02852743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02852743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt024245639
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0363042
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0363042
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023500337
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015436475
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046562
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046562
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01910332
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03158779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0190332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0190548
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02852763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03065238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03352231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026565575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0212495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0850558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1935570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28003624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32704096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0174744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1352583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22415300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0174744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1352583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22415300

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Filings

Displayed year

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

Open filing
Assets
$29,898,984
Liabilities
$0
Net assets
$29,898,984
Revenue
$26,565,575
Expenses
$3,065,238
Net income
$23,500,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.23$1.69$0.46
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$26.6$3.07$23.5
2023Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$2.38$0.26$2.12
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.79$1.39$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.14$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$5.20$1.20$4.00
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.34$0.62$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.27$0.60$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.23$0.32$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.18$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11$0.22$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.40
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.21
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.21