Civic Intelligence

Donald B Soldini Foundation

990PF • Fiscal year 2023 • EIN 45-4165060

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-358%

Higher net margin than 3% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

30th percentile

-3.7%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$560,297

Down $21,504 (-3.7%) from 2022

Net Assets

Down

$560,297

Down $21,504 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$6,006

Down $15,341 (-72%) from 2022

Expenses

Up

$27,510

Up $11,626 (+73%) from 2022

Net Income

Down

-$21,504

Down $26,967 (-494%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2013: $503,172Liabilities 2013: $0Net Assets 2013: $503,1722013Assets 2014: $591,447Liabilities 2014: $0Net Assets 2014: $591,4472014Assets 2015: $565,401Liabilities 2015: $0Net Assets 2015: $565,4012015Assets 2016: $535,895Liabilities 2016: $0Net Assets 2016: $535,8952016Assets 2017: $520,362Liabilities 2017: $0Net Assets 2017: $520,3622017Assets 2018: $535,425Liabilities 2018: $0Net Assets 2018: $535,4252018Assets 2019: $552,899Liabilities 2019: $0Net Assets 2019: $552,8992019Assets 2020: $563,653Liabilities 2020: $0Net Assets 2020: $563,6532020Assets 2021: $576,337Liabilities 2021: $0Net Assets 2021: $576,3372021Assets 2022: $581,801Liabilities 2022: $0Net Assets 2022: $581,8012022Assets 2023: $560,297Liabilities 2023: $0Net Assets 2023: $560,2972023Assets 2024: $548,719Liabilities 2024: $0Net Assets 2024: $548,7192024

Highlighted filing

2023

Assets$560,297
Liabilities$0
Net Assets$560,297
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $23,902Expenses 2013: $43,231Net Income 2013: -$19,3292013Revenue 2014: $134,488Expenses 2014: $46,213Net Income 2014: $88,2752014Revenue 2015: $75,594Expenses 2015: $101,640Net Income 2015: -$26,0462015Revenue 2016: $39,974Expenses 2016: $69,480Net Income 2016: -$29,5062016Revenue 2017: $41,350Expenses 2017: $56,883Net Income 2017: -$15,5332017Revenue 2018: $31,758Expenses 2018: $16,695Net Income 2018: $15,0632018Revenue 2019: $32,924Expenses 2019: $16,450Net Income 2019: $16,4742019Revenue 2020: $32,455Expenses 2020: $21,701Net Income 2020: $10,7542020Revenue 2021: $29,515Expenses 2021: $16,831Net Income 2021: $12,6842021Revenue 2022: $21,347Expenses 2022: $15,884Net Income 2022: $5,4632022Revenue 2023: $6,006Expenses 2023: $27,510Net Income 2023: -$21,5042023Revenue 2024: $21,582Expenses 2024: $33,160Net Income 2024: -$11,5782024

Highlighted filing

2023

Revenue$6,006
Expenses$27,510
Net Income-$21,504
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald B SoldiniPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Donald B Soldini Foundation
EIN
45-4165060
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Donald Soldini
Title
President
Phone
8008391754
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CMS ENERGY CORP 5.875 NTS 79 5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CMS ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CMS ENERGY PFD STK - 5.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DIGITAL REALTY PFD SER L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DIGITAL REALTY TRU CUM RED PRF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DTE ENERGY CO CAL DEB 81 PFD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DTE ENERGY JUNIOR SUBORDINATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DTE ENERGY PFD SHARES - 5.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DUKE ENERGY CORP NEWJR SB DB -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DUKE ENERGY DRC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ENTERGY ARK INC 1M BD PFD - 4.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ENTERGY LA LLC PFD - 4.875% -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ENTERGY MISSISSIPPI INC PFD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EQUITABLE HLDGS DRC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EQUITABLE HOLDINGS INC PFD SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIFTH THIRD BANCORP 1000 DS RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FITB - 6.625% - PFD SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GEORGIA PWR CO 5.00% 10/1/2077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GLOBE LIFE INC - 4.250% PFD D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GOLDMAN SACHS GP PFD - 6.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GOLDMAN SACHS PFD SER D - 4.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HUNTINGTON BANCSHARES INC 6.87
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HUNTINGTON BNCSH.A 8.5% CV PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JP MORGAN CHASE & CO PFD SER D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JP MORGAN CHASE PFD SER GG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CHASE & CO 4.550% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JPMORGAN CHASE & CO 6.00% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JPMORGAN CHASE 4.625% PFD SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN CHASE AND CO PFD SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KEYCORP 6.125% DEP PFD SERIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KEYCORP DEP SHS PFD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KEYCORP PFD SER G DRC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KEYCORP SER H 6.2%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KIMCO REALTY CORP PFD SER M -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KIMCO REALTY DEP SH REPSTG PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58M&T BANK - 5.625% - PFD SER H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59METLIFE INC 5.62500% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60METLIFE INC PFD SER F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MORGAN STANLEY - 6.375% PFD CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MORGAN STANLEY 4.250% DP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MORGAN STANLEY 6.5% DP SH PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MORGAN STANLEY EACH DS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MORGAN STANLEY PFD K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MORGAN STANLEY PFD SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MORGAN STANLEY PFD SER E - 7.1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MORGAN STANLEY PFD SER F - 6.8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MORGAN STANLEY PREF SERIES L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NEW YORK CMNTY BANCORP CUML SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEXTERA ENERGY PFD - 5.650% -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NORTHERN TRUST CORP NON-CUM SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRUDENTIAL FINANCIAL INC PFD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PRUDENTIAL FINL INC CAL NT 62
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PRUDENTIAL FINL INC PFD DUE 09
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PUBLIC STORAGE 4.125% SER M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PUBLIC STORAGE CL H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PUBLIC STORAGE DEP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PUBLIC STORAGE DEPOSITARY SH R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PUBLIC STORAGE PFD 4.875% SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PUBLIC STORAGE PFD SER A 6.125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PUBLIC STORAGE SERIES K PRF SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PUBLIC STORAGE, 4.00% SER P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84REGIONS FINANCIAL CORP NEW DEP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85REGIONS FINANCIAL CORP NEW MON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86REGIONS FINL DRC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87REINSURANCE GRP OF AMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88RENAISSANCERE HLDGS PFD SER F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89RENAISSANCERE HLDGS SER G 4.20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SCHWAB CHARLES NEW 40 DS REPST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SOUTHERN CO JR 2017 NY 77 5.25
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SPIRE INC - PFD CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STATE STREET 5.35% - CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STATE STREET CORP NEW MONEY PF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STIFEL FINANCIAL DRC REP1 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STIFEL FINL CORP PFD SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STIFEL FINL CORP SER B 5.200%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TRUIST FIN PFD SER R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TRUIST FINANCIAL CORP PFD SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101US BANCORP DEL PREF SERIES O
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102US BANCORP DEL REPSTG 1 1000TH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103US BANCORP DEL SER K PFD - 5.5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104US BANCORP PFD SER B - FLOAT %
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105US BANCORP PFD SER M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VOYA FINL INC SER B 5.35
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WEBSTER FINL CORP PFD STK SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WELLS FARGO & CO 4.700% PFD SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WELLS FARGO PFD CL A SER Z 4.7
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WELLS FARGO PFD SER R - 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WELLS FARGO PREF Y
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029633
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-24277
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0650
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06006
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06006
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029633
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21504
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt095368
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-24277
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022692
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07561
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07591
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0119645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-24277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-24277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt095368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-24277
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21504
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0560297
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0581801
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0560297
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024632
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024632
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024632
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024947
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/DistributableAmountGrp/TotalTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0421
IRS990PF/FMVAssetsEOYAmt0508169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0542951

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Filings

Displayed year

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

Open filing
Assets
$560,297
Liabilities
$0
Net assets
$560,297
Revenue
$6,006
Expenses
$27,510
Net income
-$21,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.22$0.33$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.06$0.28$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.21$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.30$0.17$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.32$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.33$0.16$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.32$0.17$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.41$0.57$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.40$0.69$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.76$1.02$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.34$0.46$0.88
2013Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.24$0.43$0.19