Civic Intelligence

Knox Foundation 25556120

990PF • Fiscal year 2022 • EIN 41-2008608

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8213

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

11th percentile

-67%

Higher net margin than 11% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-76%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,731,136

Down $246,838 (-3.1%) from 2021

Net Assets

Down

$7,731,136

Down $246,838 (-3.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin11th percentile

Revenue

Down

$352,441

Down $1,089,383 (-76%) from 2021

Expenses

Down

$589,863

Down $61,220 (-9.4%) from 2021

Net Income

Down

-$237,422

Down $1,028,163 (-130%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$10M$5.0M$0Assets 2011: $1,493,953Liabilities 2011: $02011Assets 2012: $1,518,522Liabilities 2012: $02012Assets 2013: $1,486,114Liabilities 2013: $172013Assets 2014: $1,563,872Liabilities 2014: $922014Assets 2015: $1,540,502Liabilities 2015: $02015Assets 2018: $7,108,528Liabilities 2018: $02018Assets 2019: $7,159,521Liabilities 2019: $02019Assets 2020: $7,194,435Liabilities 2020: $0Net Assets 2020: $7,194,4352020Assets 2021: $7,977,974Liabilities 2021: $0Net Assets 2021: $7,977,9742021Assets 2022: $7,731,136Liabilities 2022: $0Net Assets 2022: $7,731,1362022Assets 2023: $8,132,188Liabilities 2023: $12023Assets 2024: $8,469,864Liabilities 2024: $0Net Assets 2024: $8,469,8642024

Highlighted filing

2022

Assets$7,731,136
Liabilities$0
Net Assets$7,731,136
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: -$604Expenses 2011: $96,191Net Income 2011: -$96,7952011Revenue 2012: $51,366Expenses 2012: $26,797Net Income 2012: $24,5692012Revenue 2013: $81,102Expenses 2013: $113,523Net Income 2013: -$32,4212013Revenue 2014: $149,906Expenses 2014: $72,229Net Income 2014: $77,6772014Revenue 2015: $48,184Expenses 2015: $71,409Net Income 2015: -$23,2252015Revenue 2018: $490,060Expenses 2018: $515,195Net Income 2018: -$25,1352018Revenue 2019: $591,786Expenses 2019: $540,190Net Income 2019: $51,5962019Revenue 2020: $520,016Expenses 2020: $513,585Net Income 2020: $6,4312020Revenue 2021: $1,441,824Expenses 2021: $651,083Net Income 2021: $790,7412021Revenue 2022: $352,441Expenses 2022: $589,863Net Income 2022: -$237,4222022Revenue 2023: $1,035,600Expenses 2023: $629,786Net Income 2023: $405,8142023Revenue 2024: $1,029,487Expenses 2024: $690,371Net Income 2024: $339,1162024

Highlighted filing

2022

Revenue$352,441
Expenses$589,863
Net Income-$237,422
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE LILLY HUTCHESONPresident/Direct-$0--
ZENAS W HUTCHESONDirector-$0--
RUBY PEDIANGCOSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARIA MITCHELL ASSOCIATIONGENERAL OPERATINGPCNANTUCKET, MA, US$50,000
Paid GrantPLANNED PARENTHOOD N CENTRAL STATESGENERAL OPERATINGPCSAINT PAUL, MN, US$50,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONGENERAL OPERATINGPCMINNEAPOLIS, MN, US$45,000
Paid GrantWALKER ART CENTERGENERAL OPERATINGPCMINNEAPOLIS, MN, US$25,000
Paid GrantCOMPAS INCGENERAL OPERATINGPCSAINT PAUL, MN, US$25,000
Paid GrantDARTMOUTH COLLEGEGENERAL OPERATINGPCHANOVER, NH, US$10,000
Paid GrantNANTUCKET ATHENEUMGENERAL OPERATINGPCNANTUCKET, MA, US$10,000
Paid GrantNANTUCKET CONSERVATION FOUNDATIONGENERAL OPERATINGPCNANTUCKET, MA, US$10,000
Paid GrantNANTUCKET HISTORICAL ASSOCIATIONGENERAL OPERATINGPCNATUCKET, MA, US$10,000
Paid GrantCOMMUNITY FOUNDATION FOR NANTUCKETGENERAL OPERATINGPCNANTUCKET, MA, US$10,000
Paid GrantLAXARTGENERAL OPERATINGPCHOLLYWOOD, CA, US$10,000
Paid GrantSECOND HARVEST HEARTLANDGENERAL OPERATINGPCST PAUL, MN, US$10,000
Paid GrantUNIVERSITY OF CHICAGO BOOTHGENERAL OPERATINGPCCHICAGO, IL, US$10,000
Paid GrantMINNEAPOLIS INSTITUTE OF ARTGENERAL OPERATINGPCMINNEAPOLIS, MN, US$10,000
Paid GrantST PAUL ACADEMY SUMMIT SCHOOLGENERAL OPERATINGPCST PAUL, MN, US$10,000
Paid GrantCATHOLIC CHARITIES OF THE ARCHDIOCESE OFGENERAL OPERATINGPCMINNEAPOLIS, MN, US$10,000
Paid GrantMUSEUM OF CONTEMPORARY ARTGENERAL OPERATINGPCJACKSONVILLE, FL, US$10,000
Paid GrantSCHOOL OF DESIGNGENERAL OPERATINGPCNEW ORLEANS, LA, US$10,000
Paid GrantHAMMER MUSEUMGENERAL OPERATINGPCLOS ANGELES, CA, US$10,000
Paid GrantMINNESOTA DANCE THEATERGENERAL OPERATINGPCMINNEAPOLIS, MN, US$7,500
Paid GrantST PAUL'S CHURCH IN NANTUCKETGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantNANTUCKET YACHT CLUB FOUNDATIONGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantNORTHFIELD MT HERMON SCHOOLGENERAL OPERATINGPCMT HERMON, MA, US$5,000
Paid GrantSUSTAINABLE NANTUCKETGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantLINDA LORING NATURE FOUNDATIONGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantNANTUCKET COTTAGE HOSPITALGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantSCULPTURE CENTER INCGENERAL OPERATINGPCLONG IS CITY, NY, US$5,000
Paid GrantNEW YORK CITY AUDUBON SOCIETY INCGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantNEW YORK STUDIO SCHOOL OF DRAWING PAINTIGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantMINNEAPOLIS PARKS FOUNDATIONGENERAL OPERATINGPCMINNEAPOLIS, MN, US$5,000
Paid GrantWOODCOCK MINNESOTAGENERAL OPERATINGPCDETROIT LAKES, MN, US$5,000
Paid GrantYMCAGENERAL OPERATINGPCWASHINGTON, DC, US$5,000
Paid GrantSHARING AND CARING HANDSGENERAL OPERATINGPCMINNEAPOLIS, MN, US$5,000
Paid GrantFRIENDS OF THE HENNEPIN CO LIBRARYGENERAL OPERATINGPCMINNEAPOLIS, MN, US$5,000
Paid GrantNEIGHBORHOOD HOUSEGENERAL OPERATINGPCMILWAUKEE, WI, US$5,000
Paid GrantTHE FAMILY PARTNERSHIPGENERAL OPERATINGPCMINNEAPOLIS, MN, US$5,000
Paid GrantORDWAY CENTER FOR THE PERFORMING ARTSGENERAL OPERATINGPCSAINT PAUL, MN, US$5,000
Paid GrantPLYMOUTH CONGREGATIONAL CHURCH MPLSGENERAL OPERATINGPCMINNEAPOLIS, MN, US$5,000
Paid GrantNANTUCKET LAND COUNCILGENERAL OPERATINGPCNANTUCKET, MA, US$5,000
Paid GrantKNOX FDN DONOR ADVISED FUNDCHARITABLE PURPOSEDAFST PAUL, MN, US$4,000
Paid GrantCAMP SANKATY HEAD FOUNDATIONGENERAL OPERATINGPCSIASACONSET, MA, US$2,500
Paid GrantUNITED WAY WORLDWIDEGENERAL OPERATINGPCALEXANDRIA, VA, US$2,500
Paid GrantTHE ART STUDENT LEAGUEGENERAL OPERATINGPCNEW YORK, NY, US$2,500
Paid GrantA SAFE PLACE INCGENERAL OPERATINGPCNANTUCKET, ME, US$2,500
Paid GrantMINNESOTA OPERAGENERAL OPERATINGPCMINNEAPOLIS, MN, US$2,500
Paid GrantVOCALESSENCEGENERAL OPERATINGPCMINNEAPOLIS, MN, US$2,500
Paid GrantTHE LOPPET FOUNDATIONGENERAL OPERATINGPCMINNEAPOLIS, MN, US$2,500
Paid GrantWILDERNESS INQUIRYGENERAL OPERATINGPCMINNEAPOLIS, MN, US$2,000
Paid GrantMIDWAY CONTEMPORARY ARTGENERAL OPERATINGPCMINNEAPOLIS, MN, US$1,500
Paid GrantTHE FILM SOCIETY OF MINNEAPOLIS ST PAULGENERAL OPERATINGPCMINNEAPOLIS, MN, US$1,000
Filing and Contact Details

Filer

Filer Name
Knox Foundation
EIN
41-2008608
Phone
6514668213
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
-
Title
Trustee
Phone
6514668213
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3670450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3830303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3979466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4022160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4176680R206 RINGCENTRAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4422266L106 COUPA SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4598954M101 ZILLOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46852234103 SQUARE INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47009066101 AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4867066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4930063P105 EXACT SCIENCES CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50038336103 APTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51042735100 ARROW ELECTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5205550J101 BJS WHOLESALE CLUB H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53142339100 CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54257651109 DONALDSON CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5533829M101 FIVE BELOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56349631101 FORTUNE BRANDS INNOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57441593100 HOULIHAN LOKEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5945073V108 ITT CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6048242W106 KBR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61770323103 ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62806407102 SCHEIN HENRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63989701107 ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6403820C105 APPLIED INDL TECHNOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6505478C105 AZEK CO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66073685109 BEACON ROOFING SUPPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6733768G107 FIRSTCASH HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6845765U103 INSIGHT ENTERPRISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6950189K103 LCI INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7000000000 LGI HOMES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7156418H100 MANPOWERGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72729132100 PLEXUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7374164M108 PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74829073105 SIMPSON MFG CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75830566105 SKECHERS U S A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76896215209 TRIMAS CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77980745103 WOODWARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78G39108108 GATES INDUSTRIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79G3922B107 GENPACT LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80G6700G107 NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81G9618E107 WHITE MTNS INS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ATTACH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0106667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1160086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2141000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3142331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt427416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5255545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt680836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7154129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8409795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9109928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1070927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11130000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1277668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1329736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1474315
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908686 VANGUARD SMALL CAP I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474316J458 CONGRESS MID CAP GRO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt906828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10779556109 ROWE T PRICE MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1156063J344 MAINSTAY FLOATING RA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12315910620 FIDELITY INVT TR AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13489398107 KENNEDY WILSON HOLDI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14G9078F107 TRITON INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt097734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1118759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2181116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3275732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt444684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5318811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt693615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7127692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8427165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9134812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1094298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11119572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1282006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1334732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1481848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0150717
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0201684
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0352441
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0352441
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0201684
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0463500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0463500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0144874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0150717
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-237422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02397924
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0201684
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0249962
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010166
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt094888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0105054
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01748
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0475191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt096636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0589863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0346598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0352441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt096636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126363
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-05-10

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,731,136
Liabilities
$0
Net assets
$7,731,136
Revenue
$352,441
Expenses
$589,863
Net income
-$237,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$1.03$0.69$0.34
2023Summary only. Only limited summary data is available for this year.$8.13$0.00$1.04$0.63$0.41
2022Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.35$0.59$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.00$7.98$1.44$0.65$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.00$7.19$0.52$0.51$0.01
2019Summary only. Only limited summary data is available for this year.$7.16$0.00$0.59$0.54$0.05
2018Summary only. Only limited summary data is available for this year.$7.11$0.00$0.49$0.52$0.03
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.05$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.56$0.00$0.15$0.07$0.08
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.08$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.05$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.00$0.10$0.10