Civic Intelligence

The Stein Family Charitable Foundation

990PF • Fiscal year 2014 • EIN 45-2732010

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

96th percentile

100%

Faster asset growth than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,681,625

Up $840,130 (+100%) from 2013

Net Assets

Up

$1,681,625

Up $840,130 (+100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Up

$1,101,208

Up $568,956 (+107%) from 2013

Expenses

Down

$261,078

Down $62,969 (-19%) from 2013

Net Income

Up

$840,130

Up $631,925 (+304%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$15M$10M$5.0M$0Assets 2013: $841,495Liabilities 2013: $0Net Assets 2013: $841,4952013Assets 2014: $1,681,625Liabilities 2014: $0Net Assets 2014: $1,681,6252014Assets 2015: $2,842,234Liabilities 2015: $0Net Assets 2015: $2,842,2342015Assets 2016: $5,201,224Liabilities 2016: $0Net Assets 2016: $5,201,2242016Assets 2017: $5,450,535Liabilities 2017: $0Net Assets 2017: $5,450,5352017Assets 2018: $9,105,145Liabilities 2018: $0Net Assets 2018: $2,105,1452018Assets 2019: $9,188,890Liabilities 2019: $0Net Assets 2019: $9,188,8902019Assets 2020: $10,870,129Liabilities 2020: $0Net Assets 2020: $10,870,1292020Assets 2021: $10,701,710Liabilities 2021: $0Net Assets 2021: $10,701,7102021Assets 2022: $10,477,924Liabilities 2022: $0Net Assets 2022: $10,477,9242022Assets 2023: $10,513,133Liabilities 2023: $0Net Assets 2023: $10,513,1332023Assets 2024: $10,582,807Liabilities 2024: $0Net Assets 2024: $10,582,8072024

Highlighted filing

2014

Assets$1,681,625
Liabilities$0
Net Assets$1,681,625
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $532,252Expenses 2013: $324,047Net Income 2013: $208,2052013Revenue 2014: $1,101,208Expenses 2014: $261,078Net Income 2014: $840,1302014Revenue 2015: $5,578,214Expenses 2015: $4,417,605Net Income 2015: $1,160,6092015Revenue 2016: $3,100,126Expenses 2016: $741,136Net Income 2016: $2,358,9902016Revenue 2017: $1,098,731Expenses 2017: $849,420Net Income 2017: $249,3112017Revenue 2018: $4,607,147Expenses 2018: $952,537Net Income 2018: $3,654,6102018Revenue 2019: $654,759Expenses 2019: $571,014Net Income 2019: $83,7452019Revenue 2020: $1,322,576Expenses 2020: $363,632Net Income 2020: $958,9442020Revenue 2021: $313,444Expenses 2021: $481,863Net Income 2021: -$168,4192021Revenue 2022: $410,604Expenses 2022: $626,016Net Income 2022: -$215,4122022Revenue 2023: $519,846Expenses 2023: $484,637Net Income 2023: $35,2092023Revenue 2024: $341,653Expenses 2024: $271,979Net Income 2024: $69,6742024

Highlighted filing

2014

Revenue$1,101,208
Expenses$261,078
Net Income$840,130
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew SteinVP-$0--
Sara SteinVP-$0--
Sharon SteinVP-$0--
William J SteinPres / Director / Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREGENTS OF THE UNIVERSITY OF MICHIGANDepartment of Athletics for capital and operating purposesPCANN ARBOR, MI, US$50,000
Paid GrantSTEPHEN M ROSS SCHOOL OF BUSINESS UNIV OF MICHIGANStein Faculty Enrichment FundPCANN ARBOR, MI, US$50,000
Paid GrantSAINTS BRIGADE LTDExpenditure Responsibility GrantPOFPORT CHESTER, NY, US$25,000
Paid GrantCOMMUNITY FUNDS INCDapper McDonald Memorial Scholarship FundPCNEW YORK, NY, US$10,000
Paid GrantSTARLIGHT CHILDRENS FOUNDATIONCharitable EventPCNEW YORK, NY, US$10,000
Paid GrantVILLAGE ACADEMIES INCCharitable EventPCNEW YORK, NY, US$10,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NYStrong Kids CampaignPCNEW YORK, NY, US$9,250
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYCharitable EventPCDENVER, CO, US$6,250
Paid GrantAFTER SCHOOL MATTERS INCGeneral & UnrestrictedPCCHICAGO, IL, US$5,000
Paid GrantALLIANCE FOR LUPUS RESEARCHCharitable EventPCNEW YORK, NY, US$5,000
Paid GrantAMERICAN CANCER SOCIETY INC - CHICAGOCharitable EventPCCHICAGO, IL, US$5,000
Paid GrantGILDAS CLUB WESTCHESTER INCComputer-Upgrade/MaintenancePCWHITE PLAINS, NY, US$5,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY INCBlackstone Team in Training ProgramPCWHITE PLAINS, NY, US$5,000
Paid GrantMARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIESCharitable EventPCBETHESDA, MD, US$5,000
Paid GrantSYLVIA CENTER INCORPORATEDCharitable EventPCNEW YORK, NY, US$5,000
Paid GrantUNITED WAY OF NEW YORK CITYBlackstone 2014 United Way CampaignPCNEW YORK, NY, US$5,000
Paid GrantBACKYARD SPORTS CARES INC3 vs 3 Fundraiser SponsorshipPCWHITE PLAINS, NY, US$2,500
Paid GrantCHALLENGED ATHLETES INCCharitable EventPCSAN DIEGO, CA, US$2,500
Paid GrantMELANOMA RESEARCH FOUNDATIONCharitable EventPCWASHINGTON, DC, US$2,500
Paid GrantMVP BASKETBALL CAMPS INCBasketball Camp Scholarship FundPCWHITE PLAINS, NY, US$2,500
Paid GrantNY POLICE AND FIRE WIDOWS & CHILDRENS BENEFIT FUNDCharitable EventPCNEW YORK, NY, US$2,500
Paid GrantNEW YORK NEEDS YOU INCCharitable EventPCNEW YORK, NY, US$2,500
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NYStrong Kids Winter CampPCNEW YORK, NY, US$2,175
Paid GrantAVON WALK FOR BREAST CANCERSan Francisco WalkPCRYE, NY, US$1,000
Paid GrantCHILDRENS HOPE CHEST INCHope for Summer Program - to purchase Summer Camp SuppliesPCPURCHASE, NY, US$1,000
Paid GrantCOMMUNITY FUNDS INCDapper Mcdonald Memorial Scholarship FundPCNEW YORK, NY, US$1,000
Paid GrantHARRISON EDUCATIONAL FOUNDATION INCORPORATEDDrive For EducationPCHARRISON, NY, US$1,000
Paid GrantJCCA EDENWALD INCA Tree Grows In PleasantvillePCBROOKLYN, NY, US$1,000
Paid GrantMY SISTERS PLACE INCGeneral & UnrestrictedPCWHITE PLAINS, NY, US$1,000
Paid GrantPURCHASE COMMUNITY INCCapital Fund DrivePCPURCHASE, NY, US$1,000
Paid GrantREGENTS OF THE UNIVERSITY OF MICHIGANGift of a Bear ProgramPCANN ARBOR, MI, US$1,000
Paid GrantTICK-BORNE DISEASE ALLIANCECharitable EventPCPLEASANTVILLE, NY, US$1,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NYStrong Kids Winter CampPCNEW YORK, NY, US$958
Filing and Contact Details

Filer

Filer Name
The Stein Family Charitable Foundation
EIN
45-2732010
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
william j stein
Title
president
Phone
8008391754
Signed
2015-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 915 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Saints Brigade
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt06/2/14, 2/4/15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt12/4/15
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12014-06-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0To fund the Saints Brigade Scholarship Program.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1To fund the Saints Brigade Scholarship Program.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALABAMA POWER CO - 3.55% - 12/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN TOWER CORP - 4.5% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AMERICAS FIN CORP - 7.0% - 05/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ANHEUSER-BUSCH - 3.700% - 02/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5APACHE CORP SR NT - 3.250% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6AVIS BUDGET CAR RENT LLC - 5.5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7B&G FOODS INC - 4.625% - 06/01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BALTIMORE GAS & ELEC - 3.350%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9BANK AMER FDG CORP SRNT-L 5.62
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10BANK NEW YORK - 3.400% - 05/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11BECTON DICKINSON & CO - 3.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12BRISTOL-MYERS SQUIBB - 3.250%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13BRISTOW GROUP INC SR NT - 6.25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14CATERPILLAR INC - 3.40% - 05/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15CCO HLDGS LLC/CAP CORP BOND -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16CENTURYLINK INC - 5.80% - 03/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17CHC HELICOPTER SR NT - 9.250%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18CHESAPEAKE ENERGY - 5.750% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19CHS/CMNTY HEALTH SYS - 6.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20CINCINNATI BELL INC SR NT - 8.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21CINEMARK USA INC SR NT - 4.875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22CITIGROUP INC - 3.375% - 03/01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23CITIGROUP INC SR NT - 4.500% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24COCA-COLA CO 03.20% 11/01/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25COMCAST CORP - 3.6% - 3/1/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26CONSTELLATION BRANDS - 6.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27CONTINENTAL AIR 2012-1 - CL A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28CSCO - 3.625% - 03/04/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29DELTA AIR LINES 2011-1 - 5.300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30DENBURY RES INC - 4.625% - 07/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31DIRECTV HOLDINGS/FING - 4.450%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32EOG RESOURCES INC - 4.100% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33EQUINIX INC NOTE - 5.375% - 04
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34FERRELLGAS L P / FERRELLGAS -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35GE - 3.450% - 05/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36GENERAL DYNAMICS CORP 2.250% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37GENERAL ELEC CAP CORP- 4.650%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38GEORGIA PWR CO - 2.850% - 05/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39GRAPHIC PACKAGING - 4.75% - 04
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40HAWAIIAN AIRLINES 13-1A - 3.90
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41HCA INC - 5.875% - 05/01/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42HCA INC CORP - 5.00% - 03/15/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43HEALTHSOUTH - 5.750% - 11/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44HEWLETT-PACKARD CO - 4.050% -
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46IBM CORP 3.625% - 02/12/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47INTELSAT JACKSON HLDGS - 5.500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48IRON MOUNTAIN INC BOND - 5.750
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56MGM RESORTS INTERNATIONAL 6.62
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58NT NEXTEL CORP - 6.000% - 11/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59NUCOR CORP - 4.125% - 09/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60OFFSHORE GROUP INVT LTD - 7.12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61OFFSHORE GROUP INVT LTD - 7.50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm62ORACLE CORP - 3.40% - 07/08/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm63ORACLE CORP - 3.625% - 07/15/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64PEABODY ENERGY CORP - 7.875% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65PENSKE AUTOMOTIVE GRP INC - 5.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm66PEPSICO INC - 2.750% - 03/05/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm67PERKINELMER INC - 5.000% - 11/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm68PNC FUNDING CORP - 3.300% - 03
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm69POLYMER GROUP INC - 7.750% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm70QWEST CORPORATION-6.750%-12/01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71RANGE RES CORP - 5.000% - 03/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm72RANGE RES CORP SR SUB NT - 5.0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73RAYTHEON CO SR NT 2.50000% - 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm74REGAL ENTERTAINMENT CORP - 5.7
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75ROSETTA RESOURCES INC - 5.875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm76ROYAL CARIBBEAN CRUISES - 7.50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm77ROYAL CARIBBEAN CRUISES LTD -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm78RR DONNELLEY & SONS CO - 6.000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm79SABINE PASS LIQUEFACTION - 5.6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm80SERVICE CORP INTL - 7.500% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm81SIMON PROPERTY GROUP LP BOND 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm82SPECTRUM BRANDS INC - 6.625% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm83SUBURBAN PROPANE PTNRS - 5.500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm84TEEKAY CORPORATION - 8.500% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm85TOLL BROS - 5.875% - 02/15/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm86UNITED AIRLINES - 4.300% - 02/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm87UNITED RENTALS NORTHAM - 6.125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm88UNITED TECHNOLOGIES CORP - 3.1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm89US AIRWAYS SER 2011-1 CL A-7.1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm90US AIRWAYS TRUST SER 4.625% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm91US BANCORP - 2.95% - 07/15/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm92WEATHERFORD INTL LTD - 4.500%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm93WELLS FARGO - 4.125% - 08/15/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm94WELLS FARGO CO - 3.500% - 03/0
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15016
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt89935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt94940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1014991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1214962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt131890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1414996
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt152970
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt162995
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt174922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt195400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt204390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt215013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt224800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt244892
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2515161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt265638
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt274631
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt285108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt293610
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,681,625
Liabilities
$0
Net assets
$1,681,625
Revenue
$1,101,208
Expenses
$261,078
Net income
$840,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.34$0.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.52$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.41$0.63$0.22
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.31$0.48$0.17
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.32$0.36$0.96
2019Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.65$0.57$0.08
2018Detailed filing. Detailed filing data is available for this year.$9.11$0.00$2.11$4.61$0.95$3.65
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.10$0.85$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$3.10$0.74$2.36
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$5.58$4.42$1.16
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.10$0.26$0.84
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.53$0.32$0.21